Civic Intelligence

San Juan Financial

Plan context: San Juan Financial 401(K) Plan

EIN 33-0810542 • San Juan Capistrano, CA • 19 filings • 2 plans

31726 Rancho Viejo Road, Suite 215San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$629,652

2021 Contributions

$11,767

Historical Graphs

Total Assets Over Time

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

$629,652$314,826$0200320122020YearValue
$629,652Latest year 2020

Participants Over Time

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

420200320122020YearValue
4Latest year 2020

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
202110$0$11,767-
San Juan Financial 401(K) Plan-0$0$11,767-
202014$629,652$49,460$12,365iApproximate average salary by contribution assumption: employee only about $309,125 at 4% or $206,083 at 6%; with 50% employer match about $206,083 at 4% or $137,389 at 6%; with 100% employer match about $154,563 at 4% or $103,042 at 6%.
San Juan Financial 401(K) Plan-4$629,652$49,460$12,365iApproximate average salary by contribution assumption: employee only about $309,125 at 4% or $206,083 at 6%; with 50% employer match about $206,083 at 4% or $137,389 at 6%; with 100% employer match about $154,563 at 4% or $103,042 at 6%.
201913$549,890$43,832$14,611iApproximate average salary by contribution assumption: employee only about $365,267 at 4% or $243,511 at 6%; with 50% employer match about $243,511 at 4% or $162,341 at 6%; with 100% employer match about $182,633 at 4% or $121,756 at 6%.
San Juan Financial 401(K) Plan-3$549,890$43,832$14,611iApproximate average salary by contribution assumption: employee only about $365,267 at 4% or $243,511 at 6%; with 50% employer match about $243,511 at 4% or $162,341 at 6%; with 100% employer match about $182,633 at 4% or $121,756 at 6%.
201813$553,860$50,152$16,717iApproximate average salary by contribution assumption: employee only about $417,933 at 4% or $278,622 at 6%; with 50% employer match about $278,622 at 4% or $185,748 at 6%; with 100% employer match about $208,967 at 4% or $139,311 at 6%.
San Juan Financial 401(K) Plan-3$553,860$50,152$16,717iApproximate average salary by contribution assumption: employee only about $417,933 at 4% or $278,622 at 6%; with 50% employer match about $278,622 at 4% or $185,748 at 6%; with 100% employer match about $208,967 at 4% or $139,311 at 6%.
201713$532,849$52,967$17,656iApproximate average salary by contribution assumption: employee only about $441,392 at 4% or $294,261 at 6%; with 50% employer match about $294,261 at 4% or $196,174 at 6%; with 100% employer match about $220,696 at 4% or $147,131 at 6%.
San Juan Financial 401(K) Plan-3$532,849$52,967$17,656iApproximate average salary by contribution assumption: employee only about $441,392 at 4% or $294,261 at 6%; with 50% employer match about $294,261 at 4% or $196,174 at 6%; with 100% employer match about $220,696 at 4% or $147,131 at 6%.
201613$453,313$43,951$14,650iApproximate average salary by contribution assumption: employee only about $366,258 at 4% or $244,172 at 6%; with 50% employer match about $244,172 at 4% or $162,781 at 6%; with 100% employer match about $183,129 at 4% or $122,086 at 6%.
San Juan Financial 401(K) Plan-3$453,313$43,951$14,650iApproximate average salary by contribution assumption: employee only about $366,258 at 4% or $244,172 at 6%; with 50% employer match about $244,172 at 4% or $162,781 at 6%; with 100% employer match about $183,129 at 4% or $122,086 at 6%.
201513$415,600$42,344$14,115iApproximate average salary by contribution assumption: employee only about $352,867 at 4% or $235,244 at 6%; with 50% employer match about $235,244 at 4% or $156,830 at 6%; with 100% employer match about $176,433 at 4% or $117,622 at 6%.
San Juan Financial 401(K) Plan-3$415,600$42,344$14,115iApproximate average salary by contribution assumption: employee only about $352,867 at 4% or $235,244 at 6%; with 50% employer match about $235,244 at 4% or $156,830 at 6%; with 100% employer match about $176,433 at 4% or $117,622 at 6%.
201413$405,866$41,583$13,861iApproximate average salary by contribution assumption: employee only about $346,525 at 4% or $231,017 at 6%; with 50% employer match about $231,017 at 4% or $154,011 at 6%; with 100% employer match about $173,263 at 4% or $115,508 at 6%.
San Juan Financial 401(K) Plan-3$405,866$41,583$13,861iApproximate average salary by contribution assumption: employee only about $346,525 at 4% or $231,017 at 6%; with 50% employer match about $231,017 at 4% or $154,011 at 6%; with 100% employer match about $173,263 at 4% or $115,508 at 6%.
201313$362,677$28,759$9,586iApproximate average salary by contribution assumption: employee only about $239,658 at 4% or $159,772 at 6%; with 50% employer match about $159,772 at 4% or $106,515 at 6%; with 100% employer match about $119,829 at 4% or $79,886 at 6%.
San Juan Financial 401(K) Plan-3$362,677$28,759$9,586iApproximate average salary by contribution assumption: employee only about $239,658 at 4% or $159,772 at 6%; with 50% employer match about $159,772 at 4% or $106,515 at 6%; with 100% employer match about $119,829 at 4% or $79,886 at 6%.
201213$295,897$30,145$10,048iApproximate average salary by contribution assumption: employee only about $251,208 at 4% or $167,472 at 6%; with 50% employer match about $167,472 at 4% or $111,648 at 6%; with 100% employer match about $125,604 at 4% or $83,736 at 6%.
San Juan Financial 401(K) Plan-3$295,897$30,145$10,048iApproximate average salary by contribution assumption: employee only about $251,208 at 4% or $167,472 at 6%; with 50% employer match about $167,472 at 4% or $111,648 at 6%; with 100% employer match about $125,604 at 4% or $83,736 at 6%.
201113$243,369$25,489$8,496iApproximate average salary by contribution assumption: employee only about $212,408 at 4% or $141,606 at 6%; with 50% employer match about $141,606 at 4% or $94,404 at 6%; with 100% employer match about $106,204 at 4% or $70,803 at 6%.
San Juan Financial 401(K) Plan-3$243,369$25,489$8,496iApproximate average salary by contribution assumption: employee only about $212,408 at 4% or $141,606 at 6%; with 50% employer match about $141,606 at 4% or $94,404 at 6%; with 100% employer match about $106,204 at 4% or $70,803 at 6%.
201013$226,171$29,463$9,821iApproximate average salary by contribution assumption: employee only about $245,525 at 4% or $163,683 at 6%; with 50% employer match about $163,683 at 4% or $109,122 at 6%; with 100% employer match about $122,763 at 4% or $81,842 at 6%.
San Juan Financial 401(K) Plan-3$226,171$29,463$9,821iApproximate average salary by contribution assumption: employee only about $245,525 at 4% or $163,683 at 6%; with 50% employer match about $163,683 at 4% or $109,122 at 6%; with 100% employer match about $122,763 at 4% or $81,842 at 6%.
200913$177,844$28,011$9,337iApproximate average salary by contribution assumption: employee only about $233,425 at 4% or $155,617 at 6%; with 50% employer match about $155,617 at 4% or $103,744 at 6%; with 100% employer match about $116,713 at 4% or $77,808 at 6%.
San Juan Financial 401(K) Plan-3$177,844$28,011$9,337iApproximate average salary by contribution assumption: employee only about $233,425 at 4% or $155,617 at 6%; with 50% employer match about $155,617 at 4% or $103,744 at 6%; with 100% employer match about $116,713 at 4% or $77,808 at 6%.
200813$148,883$36,096$12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%.
San Juan Financial 401(K) Plan-3$148,883$36,096$12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%.
200713$0$0-
San Juan Financial 401(K) Plan-3---
200613$86,710$47,194$15,731iApproximate average salary by contribution assumption: employee only about $393,283 at 4% or $262,189 at 6%; with 50% employer match about $262,189 at 4% or $174,793 at 6%; with 100% employer match about $196,642 at 4% or $131,094 at 6%.
San Juan Financial 401(K) Plan-3$86,710$47,194$15,731iApproximate average salary by contribution assumption: employee only about $393,283 at 4% or $262,189 at 6%; with 50% employer match about $262,189 at 4% or $174,793 at 6%; with 100% employer match about $196,642 at 4% or $131,094 at 6%.
200512$36,909$19,373$9,687iApproximate average salary by contribution assumption: employee only about $242,163 at 4% or $161,442 at 6%; with 50% employer match about $161,442 at 4% or $107,628 at 6%; with 100% employer match about $121,081 at 4% or $80,721 at 6%.
San Juan Financial 401(K) Plan-2$36,909$19,373$9,687iApproximate average salary by contribution assumption: employee only about $242,163 at 4% or $161,442 at 6%; with 50% employer match about $161,442 at 4% or $107,628 at 6%; with 100% employer match about $121,081 at 4% or $80,721 at 6%.
200413$20,790$13,098$4,366iApproximate average salary by contribution assumption: employee only about $109,150 at 4% or $72,767 at 6%; with 50% employer match about $72,767 at 4% or $48,511 at 6%; with 100% employer match about $54,575 at 4% or $36,383 at 6%.
San Juan Financial 401(K) Plan-3$20,790$13,098$4,366iApproximate average salary by contribution assumption: employee only about $109,150 at 4% or $72,767 at 6%; with 50% employer match about $72,767 at 4% or $48,511 at 6%; with 100% employer match about $54,575 at 4% or $36,383 at 6%.
200312$7,465$7,465$3,733iApproximate average salary by contribution assumption: employee only about $93,313 at 4% or $62,208 at 6%; with 50% employer match about $62,208 at 4% or $41,472 at 6%; with 100% employer match about $46,656 at 4% or $31,104 at 6%.
San Juan Financial 401(K) Plan-2$7,465$7,465$3,733iApproximate average salary by contribution assumption: employee only about $93,313 at 4% or $62,208 at 6%; with 50% employer match about $62,208 at 4% or $41,472 at 6%; with 100% employer match about $46,656 at 4% or $31,104 at 6%.