Civic Intelligence

Special District Financing & Administration

Plan context: Special District Financing & Administration 401(K) Plan

EIN 33-0747565 • Rancho Ladera, CA • 21 filings • 2 plans

333 Corporate Drive #100Rancho Ladera, CA 92694
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$3,960,354

2025 Contributions

$96,783

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,960,354$1,980,177$0200520152025YearValue
$3,960,354Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740200520152025YearValue
4Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202514$3,960,354$96,783$24,196iApproximate average salary by contribution assumption: employee only about $604,894 at 4% or $403,263 at 6%; with 50% employer match about $403,263 at 4% or $268,842 at 6%; with 100% employer match about $302,447 at 4% or $201,631 at 6%.
Special District Financing & Administration 401(K) Plan-4$3,960,354$96,783$24,196iApproximate average salary by contribution assumption: employee only about $604,894 at 4% or $403,263 at 6%; with 50% employer match about $403,263 at 4% or $268,842 at 6%; with 100% employer match about $302,447 at 4% or $201,631 at 6%.
202414$3,522,439$85,266$21,317iApproximate average salary by contribution assumption: employee only about $532,913 at 4% or $355,275 at 6%; with 50% employer match about $355,275 at 4% or $236,850 at 6%; with 100% employer match about $266,456 at 4% or $177,638 at 6%.
Special District Financing & Administration 401(K) Plan-4$3,522,439$85,266$21,317iApproximate average salary by contribution assumption: employee only about $532,913 at 4% or $355,275 at 6%; with 50% employer match about $355,275 at 4% or $236,850 at 6%; with 100% employer match about $266,456 at 4% or $177,638 at 6%.
202315$3,207,170$80,988$16,198iApproximate average salary by contribution assumption: employee only about $404,940 at 4% or $269,960 at 6%; with 50% employer match about $269,960 at 4% or $179,973 at 6%; with 100% employer match about $202,470 at 4% or $134,980 at 6%.
Special District Financing & Administration 401(K) Plan-5$3,207,170$80,988$16,198iApproximate average salary by contribution assumption: employee only about $404,940 at 4% or $269,960 at 6%; with 50% employer match about $269,960 at 4% or $179,973 at 6%; with 100% employer match about $202,470 at 4% or $134,980 at 6%.
202216$2,869,044$86,370$14,395iApproximate average salary by contribution assumption: employee only about $359,875 at 4% or $239,917 at 6%; with 50% employer match about $239,917 at 4% or $159,944 at 6%; with 100% employer match about $179,938 at 4% or $119,958 at 6%.
Special District Financing & Administration 401(K) Plan-6$2,869,044$86,370$14,395iApproximate average salary by contribution assumption: employee only about $359,875 at 4% or $239,917 at 6%; with 50% employer match about $239,917 at 4% or $159,944 at 6%; with 100% employer match about $179,938 at 4% or $119,958 at 6%.
202116$2,892,108$110,460$18,410iApproximate average salary by contribution assumption: employee only about $460,250 at 4% or $306,833 at 6%; with 50% employer match about $306,833 at 4% or $204,556 at 6%; with 100% employer match about $230,125 at 4% or $153,417 at 6%.
Special District Financing & Administration 401(K) Plan-6$2,892,108$110,460$18,410iApproximate average salary by contribution assumption: employee only about $460,250 at 4% or $306,833 at 6%; with 50% employer match about $306,833 at 4% or $204,556 at 6%; with 100% employer match about $230,125 at 4% or $153,417 at 6%.
202015$3,167,670$121,977$24,395iApproximate average salary by contribution assumption: employee only about $609,885 at 4% or $406,590 at 6%; with 50% employer match about $406,590 at 4% or $271,060 at 6%; with 100% employer match about $304,943 at 4% or $203,295 at 6%.
Special District Financing & Administration 401(K) Plan-5$3,167,670$121,977$24,395iApproximate average salary by contribution assumption: employee only about $609,885 at 4% or $406,590 at 6%; with 50% employer match about $406,590 at 4% or $271,060 at 6%; with 100% employer match about $304,943 at 4% or $203,295 at 6%.
201915$2,912,372$117,182$23,436iApproximate average salary by contribution assumption: employee only about $585,910 at 4% or $390,607 at 6%; with 50% employer match about $390,607 at 4% or $260,404 at 6%; with 100% employer match about $292,955 at 4% or $195,303 at 6%.
Special District Financing & Administration 401(K) Plan-5$2,912,372$117,182$23,436iApproximate average salary by contribution assumption: employee only about $585,910 at 4% or $390,607 at 6%; with 50% employer match about $390,607 at 4% or $260,404 at 6%; with 100% employer match about $292,955 at 4% or $195,303 at 6%.
201815$2,535,953$116,397$23,279iApproximate average salary by contribution assumption: employee only about $581,985 at 4% or $387,990 at 6%; with 50% employer match about $387,990 at 4% or $258,660 at 6%; with 100% employer match about $290,993 at 4% or $193,995 at 6%.
Special District Financing & Administration 401(K) Plan-5$2,535,953$116,397$23,279iApproximate average salary by contribution assumption: employee only about $581,985 at 4% or $387,990 at 6%; with 50% employer match about $387,990 at 4% or $258,660 at 6%; with 100% employer match about $290,993 at 4% or $193,995 at 6%.
201717$2,525,060$222,837$31,834iApproximate average salary by contribution assumption: employee only about $795,846 at 4% or $530,564 at 6%; with 50% employer match about $530,564 at 4% or $353,710 at 6%; with 100% employer match about $397,923 at 4% or $265,282 at 6%.
Special District Financing & Administration 401(K) Plan-7$2,525,060$222,837$31,834iApproximate average salary by contribution assumption: employee only about $795,846 at 4% or $530,564 at 6%; with 50% employer match about $530,564 at 4% or $353,710 at 6%; with 100% employer match about $397,923 at 4% or $265,282 at 6%.
201616$2,354,024$164,135$27,356iApproximate average salary by contribution assumption: employee only about $683,896 at 4% or $455,931 at 6%; with 50% employer match about $455,931 at 4% or $303,954 at 6%; with 100% employer match about $341,948 at 4% or $227,965 at 6%.
Special District Financing & Administration 401(K) Plan-6$2,354,024$164,135$27,356iApproximate average salary by contribution assumption: employee only about $683,896 at 4% or $455,931 at 6%; with 50% employer match about $455,931 at 4% or $303,954 at 6%; with 100% employer match about $341,948 at 4% or $227,965 at 6%.
201516$2,005,037$154,241$25,707iApproximate average salary by contribution assumption: employee only about $642,671 at 4% or $428,447 at 6%; with 50% employer match about $428,447 at 4% or $285,631 at 6%; with 100% employer match about $321,335 at 4% or $214,224 at 6%.
Special District Financing & Administration 401(K) Plan-6$2,005,037$154,241$25,707iApproximate average salary by contribution assumption: employee only about $642,671 at 4% or $428,447 at 6%; with 50% employer match about $428,447 at 4% or $285,631 at 6%; with 100% employer match about $321,335 at 4% or $214,224 at 6%.
201417$1,924,053$165,344$23,621iApproximate average salary by contribution assumption: employee only about $590,514 at 4% or $393,676 at 6%; with 50% employer match about $393,676 at 4% or $262,451 at 6%; with 100% employer match about $295,257 at 4% or $196,838 at 6%.
Special District Financing & Administration 401(K) Plan-7$1,924,053$165,344$23,621iApproximate average salary by contribution assumption: employee only about $590,514 at 4% or $393,676 at 6%; with 50% employer match about $393,676 at 4% or $262,451 at 6%; with 100% employer match about $295,257 at 4% or $196,838 at 6%.
201316$1,627,238$143,625$23,938iApproximate average salary by contribution assumption: employee only about $598,438 at 4% or $398,958 at 6%; with 50% employer match about $398,958 at 4% or $265,972 at 6%; with 100% employer match about $299,219 at 4% or $199,479 at 6%.
Special District Financing & Administration 401(K) Plan-6$1,627,238$143,625$23,938iApproximate average salary by contribution assumption: employee only about $598,438 at 4% or $398,958 at 6%; with 50% employer match about $398,958 at 4% or $265,972 at 6%; with 100% employer match about $299,219 at 4% or $199,479 at 6%.
201216$1,303,536$162,198$27,033iApproximate average salary by contribution assumption: employee only about $675,825 at 4% or $450,550 at 6%; with 50% employer match about $450,550 at 4% or $300,367 at 6%; with 100% employer match about $337,913 at 4% or $225,275 at 6%.
Special District Financing & Administration 401(K) Plan-6$1,303,536$162,198$27,033iApproximate average salary by contribution assumption: employee only about $675,825 at 4% or $450,550 at 6%; with 50% employer match about $450,550 at 4% or $300,367 at 6%; with 100% employer match about $337,913 at 4% or $225,275 at 6%.
201116$1,274,253$165,716$27,619iApproximate average salary by contribution assumption: employee only about $690,483 at 4% or $460,322 at 6%; with 50% employer match about $460,322 at 4% or $306,881 at 6%; with 100% employer match about $345,242 at 4% or $230,161 at 6%.
Special District Financing & Administration 401(K) Plan-6$1,274,253$165,716$27,619iApproximate average salary by contribution assumption: employee only about $690,483 at 4% or $460,322 at 6%; with 50% employer match about $460,322 at 4% or $306,881 at 6%; with 100% employer match about $345,242 at 4% or $230,161 at 6%.
201016$1,117,597$258,136$43,023iApproximate average salary by contribution assumption: employee only about $1,075,567 at 4% or $717,044 at 6%; with 50% employer match about $717,044 at 4% or $478,030 at 6%; with 100% employer match about $537,783 at 4% or $358,522 at 6%.
Special District Financing & Administration 401(K) Plan-6$1,117,597$258,136$43,023iApproximate average salary by contribution assumption: employee only about $1,075,567 at 4% or $717,044 at 6%; with 50% employer match about $717,044 at 4% or $478,030 at 6%; with 100% employer match about $537,783 at 4% or $358,522 at 6%.
200916$780,060$176,648$29,441iApproximate average salary by contribution assumption: employee only about $736,033 at 4% or $490,689 at 6%; with 50% employer match about $490,689 at 4% or $327,126 at 6%; with 100% employer match about $368,017 at 4% or $245,344 at 6%.
Special District Financing & Administration 401(K) Plan-6$780,060$176,648$29,441iApproximate average salary by contribution assumption: employee only about $736,033 at 4% or $490,689 at 6%; with 50% employer match about $490,689 at 4% or $327,126 at 6%; with 100% employer match about $368,017 at 4% or $245,344 at 6%.
200816$512,289$220,335$36,723iApproximate average salary by contribution assumption: employee only about $918,063 at 4% or $612,042 at 6%; with 50% employer match about $612,042 at 4% or $408,028 at 6%; with 100% employer match about $459,031 at 4% or $306,021 at 6%.
Special District Financing & Administration 401(K) Plan-6$512,289$220,335$36,723iApproximate average salary by contribution assumption: employee only about $918,063 at 4% or $612,042 at 6%; with 50% employer match about $612,042 at 4% or $408,028 at 6%; with 100% employer match about $459,031 at 4% or $306,021 at 6%.
200715$369,081$145,072$29,014iApproximate average salary by contribution assumption: employee only about $725,360 at 4% or $483,573 at 6%; with 50% employer match about $483,573 at 4% or $322,382 at 6%; with 100% employer match about $362,680 at 4% or $241,787 at 6%.
Special District Financing & Administration 401(K) Plan-5$369,081$145,072$29,014iApproximate average salary by contribution assumption: employee only about $725,360 at 4% or $483,573 at 6%; with 50% employer match about $483,573 at 4% or $322,382 at 6%; with 100% employer match about $362,680 at 4% or $241,787 at 6%.
200615$212,049$123,548$24,710iApproximate average salary by contribution assumption: employee only about $617,740 at 4% or $411,827 at 6%; with 50% employer match about $411,827 at 4% or $274,551 at 6%; with 100% employer match about $308,870 at 4% or $205,913 at 6%.
Special District Financing & Administration 401(K) Plan-5$212,049$123,548$24,710iApproximate average salary by contribution assumption: employee only about $617,740 at 4% or $411,827 at 6%; with 50% employer match about $411,827 at 4% or $274,551 at 6%; with 100% employer match about $308,870 at 4% or $205,913 at 6%.
200516$62,145$61,010$10,168iApproximate average salary by contribution assumption: employee only about $254,208 at 4% or $169,472 at 6%; with 50% employer match about $169,472 at 4% or $112,981 at 6%; with 100% employer match about $127,104 at 4% or $84,736 at 6%.
Special District Financing & Administration 401(K) Plan-6$62,145$61,010$10,168iApproximate average salary by contribution assumption: employee only about $254,208 at 4% or $169,472 at 6%; with 50% employer match about $169,472 at 4% or $112,981 at 6%; with 100% employer match about $127,104 at 4% or $84,736 at 6%.