Civic Intelligence

Secura Financial LLC

Plan context: Secura Financial 401K Plan

EIN 33-0780120 • Orange, CA • 6 filings • 1 plans

333 City Blvd W Ste 2050Orange, CA 92868-2944
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,537,365

2025 Contributions

$135,973

Historical Graphs

Total Assets Over Time

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

$1,537,365$768,683$0202020232025YearValue
$1,537,365Latest year 2025

Participants Over Time

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

530202020232025YearValue
5Latest 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
202515$1,537,365$135,973$27,195iApproximate average salary by contribution assumption: employee only about $679,865 at 4% or $453,243 at 6%; with 50% employer match about $453,243 at 4% or $302,162 at 6%; with 100% employer match about $339,933 at 4% or $226,622 at 6%.
Secura Financial 401K Plan-5$1,537,365$135,973$27,195iApproximate average salary by contribution assumption: employee only about $679,865 at 4% or $453,243 at 6%; with 50% employer match about $453,243 at 4% or $302,162 at 6%; with 100% employer match about $339,933 at 4% or $226,622 at 6%.
202414$1,155,392$324,231$81,058iApproximate average salary by contribution assumption: employee only about $2,026,444 at 4% or $1,350,963 at 6%; with 50% employer match about $1,350,963 at 4% or $900,642 at 6%; with 100% employer match about $1,013,222 at 4% or $675,481 at 6%.
Secura Financial 401K Plan-4$1,155,392$324,231$81,058iApproximate average salary by contribution assumption: employee only about $2,026,444 at 4% or $1,350,963 at 6%; with 50% employer match about $1,350,963 at 4% or $900,642 at 6%; with 100% employer match about $1,013,222 at 4% or $675,481 at 6%.
202315$1,055,663$117,092$23,418iApproximate average salary by contribution assumption: employee only about $585,460 at 4% or $390,307 at 6%; with 50% employer match about $390,307 at 4% or $260,204 at 6%; with 100% employer match about $292,730 at 4% or $195,153 at 6%.
Secura Financial 401K Plan-5$1,055,663$117,092$23,418iApproximate average salary by contribution assumption: employee only about $585,460 at 4% or $390,307 at 6%; with 50% employer match about $390,307 at 4% or $260,204 at 6%; with 100% employer match about $292,730 at 4% or $195,153 at 6%.
202214$586,516$101,722$25,431iApproximate average salary by contribution assumption: employee only about $635,763 at 4% or $423,842 at 6%; with 50% employer match about $423,842 at 4% or $282,561 at 6%; with 100% employer match about $317,881 at 4% or $211,921 at 6%.
Secura Financial 401K Plan-4$586,516$101,722$25,431iApproximate average salary by contribution assumption: employee only about $635,763 at 4% or $423,842 at 6%; with 50% employer match about $423,842 at 4% or $282,561 at 6%; with 100% employer match about $317,881 at 4% or $211,921 at 6%.
202114$484,794$102,793$25,698iApproximate average salary by contribution assumption: employee only about $642,456 at 4% or $428,304 at 6%; with 50% employer match about $428,304 at 4% or $285,536 at 6%; with 100% employer match about $321,228 at 4% or $214,152 at 6%.
Secura Financial 401K Plan-4$484,794$102,793$25,698iApproximate average salary by contribution assumption: employee only about $642,456 at 4% or $428,304 at 6%; with 50% employer match about $428,304 at 4% or $285,536 at 6%; with 100% employer match about $321,228 at 4% or $214,152 at 6%.
202014$161,485$146,008$36,502iApproximate average salary by contribution assumption: employee only about $912,550 at 4% or $608,367 at 6%; with 50% employer match about $608,367 at 4% or $405,578 at 6%; with 100% employer match about $456,275 at 4% or $304,183 at 6%.
Secura Financial 401K Plan-4$161,485$146,008$36,502iApproximate average salary by contribution assumption: employee only about $912,550 at 4% or $608,367 at 6%; with 50% employer match about $608,367 at 4% or $405,578 at 6%; with 100% employer match about $456,275 at 4% or $304,183 at 6%.