Challenge Financial Services Inc.
Plan context: Challenge Financial Services Inc. 401(K) Profit Sharing Plan
EIN 33-0718991 • Orange, CA • 21 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
102
2024 Assets
$3,362,123
2024 Contributions
$389,335
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 102 | $3,362,123 | $389,335 | $3,817iApproximate average salary by contribution assumption: employee only about $95,425 at 4% or $63,617 at 6%; with 50% employer match about $63,617 at 4% or $42,411 at 6%; with 100% employer match about $47,713 at 4% or $31,808 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 102 | $3,362,123 | $389,335 | $3,817iApproximate average salary by contribution assumption: employee only about $95,425 at 4% or $63,617 at 6%; with 50% employer match about $63,617 at 4% or $42,411 at 6%; with 100% employer match about $47,713 at 4% or $31,808 at 6%. |
| 2023 | 1 | 80 | $3,156,640 | $398,717 | $4,984iApproximate average salary by contribution assumption: employee only about $124,599 at 4% or $83,066 at 6%; with 50% employer match about $83,066 at 4% or $55,377 at 6%; with 100% employer match about $62,300 at 4% or $41,533 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 80 | $3,156,640 | $398,717 | $4,984iApproximate average salary by contribution assumption: employee only about $124,599 at 4% or $83,066 at 6%; with 50% employer match about $83,066 at 4% or $55,377 at 6%; with 100% employer match about $62,300 at 4% or $41,533 at 6%. |
| 2022 | 1 | 77 | $2,420,077 | $367,307 | $4,770iApproximate average salary by contribution assumption: employee only about $119,256 at 4% or $79,504 at 6%; with 50% employer match about $79,504 at 4% or $53,002 at 6%; with 100% employer match about $59,628 at 4% or $39,752 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 77 | $2,420,077 | $367,307 | $4,770iApproximate average salary by contribution assumption: employee only about $119,256 at 4% or $79,504 at 6%; with 50% employer match about $79,504 at 4% or $53,002 at 6%; with 100% employer match about $59,628 at 4% or $39,752 at 6%. |
| 2021 | 1 | 77 | $2,571,652 | $333,835 | $4,336iApproximate average salary by contribution assumption: employee only about $108,388 at 4% or $72,259 at 6%; with 50% employer match about $72,259 at 4% or $48,172 at 6%; with 100% employer match about $54,194 at 4% or $36,129 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 77 | $2,571,652 | $333,835 | $4,336iApproximate average salary by contribution assumption: employee only about $108,388 at 4% or $72,259 at 6%; with 50% employer match about $72,259 at 4% or $48,172 at 6%; with 100% employer match about $54,194 at 4% or $36,129 at 6%. |
| 2020 | 1 | 79 | $2,071,274 | $296,272 | $3,750iApproximate average salary by contribution assumption: employee only about $93,757 at 4% or $62,505 at 6%; with 50% employer match about $62,505 at 4% or $41,670 at 6%; with 100% employer match about $46,878 at 4% or $31,252 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 79 | $2,071,274 | $296,272 | $3,750iApproximate average salary by contribution assumption: employee only about $93,757 at 4% or $62,505 at 6%; with 50% employer match about $62,505 at 4% or $41,670 at 6%; with 100% employer match about $46,878 at 4% or $31,252 at 6%. |
| 2019 | 1 | 96 | $1,651,659 | $356,257 | $3,711iApproximate average salary by contribution assumption: employee only about $92,775 at 4% or $61,850 at 6%; with 50% employer match about $61,850 at 4% or $41,233 at 6%; with 100% employer match about $46,388 at 4% or $30,925 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 96 | $1,651,659 | $356,257 | $3,711iApproximate average salary by contribution assumption: employee only about $92,775 at 4% or $61,850 at 6%; with 50% employer match about $61,850 at 4% or $41,233 at 6%; with 100% employer match about $46,388 at 4% or $30,925 at 6%. |
| 2018 | 1 | 111 | $1,218,168 | $289,731 | $2,610iApproximate average salary by contribution assumption: employee only about $65,255 at 4% or $43,503 at 6%; with 50% employer match about $43,503 at 4% or $29,002 at 6%; with 100% employer match about $32,627 at 4% or $21,752 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 111 | $1,218,168 | $289,731 | $2,610iApproximate average salary by contribution assumption: employee only about $65,255 at 4% or $43,503 at 6%; with 50% employer match about $43,503 at 4% or $29,002 at 6%; with 100% employer match about $32,627 at 4% or $21,752 at 6%. |
| 2017 | 1 | 96 | $1,121,958 | $273,546 | $2,849iApproximate average salary by contribution assumption: employee only about $71,236 at 4% or $47,491 at 6%; with 50% employer match about $47,491 at 4% or $31,660 at 6%; with 100% employer match about $35,618 at 4% or $23,745 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 96 | $1,121,958 | $273,546 | $2,849iApproximate average salary by contribution assumption: employee only about $71,236 at 4% or $47,491 at 6%; with 50% employer match about $47,491 at 4% or $31,660 at 6%; with 100% employer match about $35,618 at 4% or $23,745 at 6%. |
| 2016 | 1 | 99 | $747,895 | $268,260 | $2,710iApproximate average salary by contribution assumption: employee only about $67,742 at 4% or $45,162 at 6%; with 50% employer match about $45,162 at 4% or $30,108 at 6%; with 100% employer match about $33,871 at 4% or $22,581 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 99 | $747,895 | $268,260 | $2,710iApproximate average salary by contribution assumption: employee only about $67,742 at 4% or $45,162 at 6%; with 50% employer match about $45,162 at 4% or $30,108 at 6%; with 100% employer match about $33,871 at 4% or $22,581 at 6%. |
| 2015 | 1 | 96 | $499,271 | $262,072 | $2,730iApproximate average salary by contribution assumption: employee only about $68,248 at 4% or $45,499 at 6%; with 50% employer match about $45,499 at 4% or $30,332 at 6%; with 100% employer match about $34,124 at 4% or $22,749 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 96 | $499,271 | $262,072 | $2,730iApproximate average salary by contribution assumption: employee only about $68,248 at 4% or $45,499 at 6%; with 50% employer match about $45,499 at 4% or $30,332 at 6%; with 100% employer match about $34,124 at 4% or $22,749 at 6%. |
| 2014 | 1 | 85 | $264,440 | $216,243 | $2,544iApproximate average salary by contribution assumption: employee only about $63,601 at 4% or $42,401 at 6%; with 50% employer match about $42,401 at 4% or $28,267 at 6%; with 100% employer match about $31,800 at 4% or $21,200 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 85 | $264,440 | $216,243 | $2,544iApproximate average salary by contribution assumption: employee only about $63,601 at 4% or $42,401 at 6%; with 50% employer match about $42,401 at 4% or $28,267 at 6%; with 100% employer match about $31,800 at 4% or $21,200 at 6%. |
| 2013 | 1 | 90 | $52,169 | $51,421 | $571iApproximate average salary by contribution assumption: employee only about $14,284 at 4% or $9,522 at 6%; with 50% employer match about $9,522 at 4% or $6,348 at 6%; with 100% employer match about $7,142 at 4% or $4,761 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 90 | $52,169 | $51,421 | $571iApproximate average salary by contribution assumption: employee only about $14,284 at 4% or $9,522 at 6%; with 50% employer match about $9,522 at 4% or $6,348 at 6%; with 100% employer match about $7,142 at 4% or $4,761 at 6%. |
| 2009 | 1 | 0 | $0 | $21,922 | - |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $21,922 | - |
| 2008 | 1 | 36 | $349,905 | $117,790 | $3,272iApproximate average salary by contribution assumption: employee only about $81,799 at 4% or $54,532 at 6%; with 50% employer match about $54,532 at 4% or $36,355 at 6%; with 100% employer match about $40,899 at 4% or $27,266 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 36 | $349,905 | $117,790 | $3,272iApproximate average salary by contribution assumption: employee only about $81,799 at 4% or $54,532 at 6%; with 50% employer match about $54,532 at 4% or $36,355 at 6%; with 100% employer match about $40,899 at 4% or $27,266 at 6%. |
| 2007 | 1 | 31 | $0 | $0 | - |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 31 | - | - | - |
| 2006 | 1 | 25 | $447,427 | $46,542 | $1,862iApproximate average salary by contribution assumption: employee only about $46,542 at 4% or $31,028 at 6%; with 50% employer match about $31,028 at 4% or $20,685 at 6%; with 100% employer match about $23,271 at 4% or $15,514 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 25 | $447,427 | $46,542 | $1,862iApproximate average salary by contribution assumption: employee only about $46,542 at 4% or $31,028 at 6%; with 50% employer match about $31,028 at 4% or $20,685 at 6%; with 100% employer match about $23,271 at 4% or $15,514 at 6%. |
| 2005 | 1 | 20 | $0 | $0 | - |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 20 | - | - | - |
| 2004 | 1 | 16 | $358,727 | $67,526 | $4,220iApproximate average salary by contribution assumption: employee only about $105,509 at 4% or $70,340 at 6%; with 50% employer match about $70,340 at 4% or $46,893 at 6%; with 100% employer match about $52,755 at 4% or $35,170 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 16 | $358,727 | $67,526 | $4,220iApproximate average salary by contribution assumption: employee only about $105,509 at 4% or $70,340 at 6%; with 50% employer match about $70,340 at 4% or $46,893 at 6%; with 100% employer match about $52,755 at 4% or $35,170 at 6%. |
| 2003 | 1 | 15 | $268,116 | $80,934 | $5,396iApproximate average salary by contribution assumption: employee only about $134,890 at 4% or $89,927 at 6%; with 50% employer match about $89,927 at 4% or $59,951 at 6%; with 100% employer match about $67,445 at 4% or $44,963 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 15 | $268,116 | $80,934 | $5,396iApproximate average salary by contribution assumption: employee only about $134,890 at 4% or $89,927 at 6%; with 50% employer match about $89,927 at 4% or $59,951 at 6%; with 100% employer match about $67,445 at 4% or $44,963 at 6%. |
| 2002 | 1 | 15 | $152,657 | $98,086 | $6,539iApproximate average salary by contribution assumption: employee only about $163,477 at 4% or $108,984 at 6%; with 50% employer match about $108,984 at 4% or $72,656 at 6%; with 100% employer match about $81,738 at 4% or $54,492 at 6%. |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 15 | $152,657 | $98,086 | $6,539iApproximate average salary by contribution assumption: employee only about $163,477 at 4% or $108,984 at 6%; with 50% employer match about $108,984 at 4% or $72,656 at 6%; with 100% employer match about $81,738 at 4% or $54,492 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Challenge Financial Services Inc. 401(K) Profit Sharing Plan | - | 8 | - | - | - |