Civic Intelligence

New First Financial Resources

Plan context: New First Financial Resources 401 K Profit Sharing Plan Trust

EIN 33-0941634 • Irvine, CA • 17 filings • 5 plans

100 Spectrum Center Drive Suite 400Irvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,234,836

2024 Contributions

$1,030,887

Historical Graphs

Total Assets Over Time

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

$2,234,836$1,117,418$0200320162024YearValue
$2,234,836Latest year 2024

Participants Over Time

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

19100200220162024YearValue
19Latest year 2024

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
2024119$2,234,836$1,030,887$54,257iApproximate average salary by contribution assumption: employee only about $1,356,430 at 4% or $904,287 at 6%; with 50% employer match about $904,287 at 4% or $602,858 at 6%; with 100% employer match about $678,215 at 4% or $452,143 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-19$2,234,836$1,030,887$54,257iApproximate average salary by contribution assumption: employee only about $1,356,430 at 4% or $904,287 at 6%; with 50% employer match about $904,287 at 4% or $602,858 at 6%; with 100% employer match about $678,215 at 4% or $452,143 at 6%.
2023119$1,121,614$400,099$21,058iApproximate average salary by contribution assumption: employee only about $526,446 at 4% or $350,964 at 6%; with 50% employer match about $350,964 at 4% or $233,976 at 6%; with 100% employer match about $263,223 at 4% or $175,482 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-19$1,121,614$400,099$21,058iApproximate average salary by contribution assumption: employee only about $526,446 at 4% or $350,964 at 6%; with 50% employer match about $350,964 at 4% or $233,976 at 6%; with 100% employer match about $263,223 at 4% or $175,482 at 6%.
2022117$602,302$266,628$15,684iApproximate average salary by contribution assumption: employee only about $392,100 at 4% or $261,400 at 6%; with 50% employer match about $261,400 at 4% or $174,267 at 6%; with 100% employer match about $196,050 at 4% or $130,700 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-17$602,302$266,628$15,684iApproximate average salary by contribution assumption: employee only about $392,100 at 4% or $261,400 at 6%; with 50% employer match about $261,400 at 4% or $174,267 at 6%; with 100% employer match about $196,050 at 4% or $130,700 at 6%.
2021111$507,697$219,502$19,955iApproximate average salary by contribution assumption: employee only about $498,868 at 4% or $332,579 at 6%; with 50% employer match about $332,579 at 4% or $221,719 at 6%; with 100% employer match about $249,434 at 4% or $166,289 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-11$507,697$219,502$19,955iApproximate average salary by contribution assumption: employee only about $498,868 at 4% or $332,579 at 6%; with 50% employer match about $332,579 at 4% or $221,719 at 6%; with 100% employer match about $249,434 at 4% or $166,289 at 6%.
2020110$800,034$141,742$14,174iApproximate average salary by contribution assumption: employee only about $354,355 at 4% or $236,237 at 6%; with 50% employer match about $236,237 at 4% or $157,491 at 6%; with 100% employer match about $177,178 at 4% or $118,118 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-10$800,034$141,742$14,174iApproximate average salary by contribution assumption: employee only about $354,355 at 4% or $236,237 at 6%; with 50% employer match about $236,237 at 4% or $157,491 at 6%; with 100% employer match about $177,178 at 4% or $118,118 at 6%.
201819$396,309$100,733$11,193iApproximate average salary by contribution assumption: employee only about $279,814 at 4% or $186,543 at 6%; with 50% employer match about $186,543 at 4% or $124,362 at 6%; with 100% employer match about $139,907 at 4% or $93,271 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-9$396,309$100,733$11,193iApproximate average salary by contribution assumption: employee only about $279,814 at 4% or $186,543 at 6%; with 50% employer match about $186,543 at 4% or $124,362 at 6%; with 100% employer match about $139,907 at 4% or $93,271 at 6%.
201719$322,850$80,429$8,937iApproximate average salary by contribution assumption: employee only about $223,414 at 4% or $148,943 at 6%; with 50% employer match about $148,943 at 4% or $99,295 at 6%; with 100% employer match about $111,707 at 4% or $74,471 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-9$322,850$80,429$8,937iApproximate average salary by contribution assumption: employee only about $223,414 at 4% or $148,943 at 6%; with 50% employer match about $148,943 at 4% or $99,295 at 6%; with 100% employer match about $111,707 at 4% or $74,471 at 6%.
201619$204,620$56,334$6,259iApproximate average salary by contribution assumption: employee only about $156,483 at 4% or $104,322 at 6%; with 50% employer match about $104,322 at 4% or $69,548 at 6%; with 100% employer match about $78,242 at 4% or $52,161 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-9$204,620$56,334$6,259iApproximate average salary by contribution assumption: employee only about $156,483 at 4% or $104,322 at 6%; with 50% employer match about $104,322 at 4% or $69,548 at 6%; with 100% employer match about $78,242 at 4% or $52,161 at 6%.
201515$137,769$45,698$9,140iApproximate average salary by contribution assumption: employee only about $228,490 at 4% or $152,327 at 6%; with 50% employer match about $152,327 at 4% or $101,551 at 6%; with 100% employer match about $114,245 at 4% or $76,163 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-5$137,769$45,698$9,140iApproximate average salary by contribution assumption: employee only about $228,490 at 4% or $152,327 at 6%; with 50% employer match about $152,327 at 4% or $101,551 at 6%; with 100% employer match about $114,245 at 4% or $76,163 at 6%.
201415$94,608$45,624$9,125iApproximate average salary by contribution assumption: employee only about $228,120 at 4% or $152,080 at 6%; with 50% employer match about $152,080 at 4% or $101,387 at 6%; with 100% employer match about $114,060 at 4% or $76,040 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-5$94,608$45,624$9,125iApproximate average salary by contribution assumption: employee only about $228,120 at 4% or $152,080 at 6%; with 50% employer match about $152,080 at 4% or $101,387 at 6%; with 100% employer match about $114,060 at 4% or $76,040 at 6%.
201314$68,108$27,348$6,837iApproximate average salary by contribution assumption: employee only about $170,925 at 4% or $113,950 at 6%; with 50% employer match about $113,950 at 4% or $75,967 at 6%; with 100% employer match about $85,463 at 4% or $56,975 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-4$68,108$27,348$6,837iApproximate average salary by contribution assumption: employee only about $170,925 at 4% or $113,950 at 6%; with 50% employer match about $113,950 at 4% or $75,967 at 6%; with 100% employer match about $85,463 at 4% or $56,975 at 6%.
201215$47,981$23,882$4,776iApproximate average salary by contribution assumption: employee only about $119,410 at 4% or $79,607 at 6%; with 50% employer match about $79,607 at 4% or $53,071 at 6%; with 100% employer match about $59,705 at 4% or $39,803 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-5$47,981$23,882$4,776iApproximate average salary by contribution assumption: employee only about $119,410 at 4% or $79,607 at 6%; with 50% employer match about $79,607 at 4% or $53,071 at 6%; with 100% employer match about $59,705 at 4% or $39,803 at 6%.
201116$173,376$140,089$23,348iApproximate average salary by contribution assumption: employee only about $583,704 at 4% or $389,136 at 6%; with 50% employer match about $389,136 at 4% or $259,424 at 6%; with 100% employer match about $291,852 at 4% or $194,568 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-6$173,376$140,089$23,348iApproximate average salary by contribution assumption: employee only about $583,704 at 4% or $389,136 at 6%; with 50% employer match about $389,136 at 4% or $259,424 at 6%; with 100% employer match about $291,852 at 4% or $194,568 at 6%.
201015$25,967$20,290$4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-5$25,967$20,290$4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%.
200914$3,705$3,646$912iApproximate average salary by contribution assumption: employee only about $22,788 at 4% or $15,192 at 6%; with 50% employer match about $15,192 at 4% or $10,128 at 6%; with 100% employer match about $11,394 at 4% or $7,596 at 6%.
New First Financial Resources 401 K Profit Sharing Plan Trust-4$3,705$3,646$912iApproximate average salary by contribution assumption: employee only about $22,788 at 4% or $15,192 at 6%; with 50% employer match about $15,192 at 4% or $10,128 at 6%; with 100% employer match about $11,394 at 4% or $7,596 at 6%.
200310$1,019$0-
New First Financial Resources 401 K Profit Sharing Plan Trust-0$1,019--
2002116$0$0-
New First Financial Resources 401 K Profit Sharing Plan Trust-16---