LOS ALTOS FINANCIAL GROUP
Plan context: LOS ALTOS FINANCIAL GROUP 401(K) PLAN
EIN 33-1074677 • Los Altos, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$156,419
2025 Contributions
$24,860
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $156,419 | $24,860 | $24,860iApproximate average salary by contribution assumption: employee only about $621,500 at 4% or $414,333 at 6%; with 50% employer match about $414,333 at 4% or $276,222 at 6%; with 100% employer match about $310,750 at 4% or $207,167 at 6%. |
| LOS ALTOS FINANCIAL GROUP 401(K) PLAN | - | 1 | $156,419 | $24,860 | $24,860iApproximate average salary by contribution assumption: employee only about $621,500 at 4% or $414,333 at 6%; with 50% employer match about $414,333 at 4% or $276,222 at 6%; with 100% employer match about $310,750 at 4% or $207,167 at 6%. |
| 2024 | 1 | 1 | $109,734 | $31,171 | $31,171iApproximate average salary by contribution assumption: employee only about $779,275 at 4% or $519,517 at 6%; with 50% employer match about $519,517 at 4% or $346,344 at 6%; with 100% employer match about $389,638 at 4% or $259,758 at 6%. |
| LOS ALTOS FINANCIAL GROUP 401(K) PLAN | - | 1 | $109,734 | $31,171 | $31,171iApproximate average salary by contribution assumption: employee only about $779,275 at 4% or $519,517 at 6%; with 50% employer match about $519,517 at 4% or $346,344 at 6%; with 100% employer match about $389,638 at 4% or $259,758 at 6%. |
| 2023 | 1 | 1 | $66,624 | $21,160 | $21,160iApproximate average salary by contribution assumption: employee only about $529,000 at 4% or $352,667 at 6%; with 50% employer match about $352,667 at 4% or $235,111 at 6%; with 100% employer match about $264,500 at 4% or $176,333 at 6%. |
| LOS ALTOS FINANCIAL GROUP 401(K) PLAN | - | 1 | $66,624 | $21,160 | $21,160iApproximate average salary by contribution assumption: employee only about $529,000 at 4% or $352,667 at 6%; with 50% employer match about $352,667 at 4% or $235,111 at 6%; with 100% employer match about $264,500 at 4% or $176,333 at 6%. |
| 2022 | 1 | 1 | $36,388 | $27,782 | $27,782iApproximate average salary by contribution assumption: employee only about $694,550 at 4% or $463,033 at 6%; with 50% employer match about $463,033 at 4% or $308,689 at 6%; with 100% employer match about $347,275 at 4% or $231,517 at 6%. |
| LOS ALTOS FINANCIAL GROUP 401(K) PLAN | - | 1 | $36,388 | $27,782 | $27,782iApproximate average salary by contribution assumption: employee only about $694,550 at 4% or $463,033 at 6%; with 50% employer match about $463,033 at 4% or $308,689 at 6%; with 100% employer match about $347,275 at 4% or $231,517 at 6%. |
| 2021 | 1 | 1 | $12,173 | $11,840 | $11,840iApproximate average salary by contribution assumption: employee only about $296,000 at 4% or $197,333 at 6%; with 50% employer match about $197,333 at 4% or $131,556 at 6%; with 100% employer match about $148,000 at 4% or $98,667 at 6%. |
| LOS ALTOS FINANCIAL GROUP 401(K) PLAN | - | 1 | $12,173 | $11,840 | $11,840iApproximate average salary by contribution assumption: employee only about $296,000 at 4% or $197,333 at 6%; with 50% employer match about $197,333 at 4% or $131,556 at 6%; with 100% employer match about $148,000 at 4% or $98,667 at 6%. |