Civic Intelligence

FINANCIAL FOCUS, LLC

Plan context: FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN

EIN 36-4820854 • Carlsbad, CA • 10 filings • 1 plans

1925 Palomar Oaks Way#107Carlsbad, CA 92008
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,524,145

2025 Contributions

$145,177

Historical Graphs

Total Assets Over Time

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

$2,791,482$1,395,741$0201620212025YearValue
$2,524,145Latest year 2025

Participants Over Time

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

840201620212025YearValue
7Latest 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
202517$2,524,145$145,177$20,740iApproximate average salary by contribution assumption: employee only about $518,489 at 4% or $345,660 at 6%; with 50% employer match about $345,660 at 4% or $230,440 at 6%; with 100% employer match about $259,245 at 4% or $172,830 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-7$2,524,145$145,177$20,740iApproximate average salary by contribution assumption: employee only about $518,489 at 4% or $345,660 at 6%; with 50% employer match about $345,660 at 4% or $230,440 at 6%; with 100% employer match about $259,245 at 4% or $172,830 at 6%.
202418$2,791,482$181,113$22,639iApproximate average salary by contribution assumption: employee only about $565,978 at 4% or $377,319 at 6%; with 50% employer match about $377,319 at 4% or $251,546 at 6%; with 100% employer match about $282,989 at 4% or $188,659 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-8$2,791,482$181,113$22,639iApproximate average salary by contribution assumption: employee only about $565,978 at 4% or $377,319 at 6%; with 50% employer match about $377,319 at 4% or $251,546 at 6%; with 100% employer match about $282,989 at 4% or $188,659 at 6%.
202317$2,265,765$169,567$24,224iApproximate average salary by contribution assumption: employee only about $605,596 at 4% or $403,731 at 6%; with 50% employer match about $403,731 at 4% or $269,154 at 6%; with 100% employer match about $302,798 at 4% or $201,865 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-7$2,265,765$169,567$24,224iApproximate average salary by contribution assumption: employee only about $605,596 at 4% or $403,731 at 6%; with 50% employer match about $403,731 at 4% or $269,154 at 6%; with 100% employer match about $302,798 at 4% or $201,865 at 6%.
202217$1,780,184$180,508$25,787iApproximate average salary by contribution assumption: employee only about $644,671 at 4% or $429,781 at 6%; with 50% employer match about $429,781 at 4% or $286,521 at 6%; with 100% employer match about $322,336 at 4% or $214,890 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-7$1,780,184$180,508$25,787iApproximate average salary by contribution assumption: employee only about $644,671 at 4% or $429,781 at 6%; with 50% employer match about $429,781 at 4% or $286,521 at 6%; with 100% employer match about $322,336 at 4% or $214,890 at 6%.
202116$1,945,383$147,200$24,533iApproximate average salary by contribution assumption: employee only about $613,333 at 4% or $408,889 at 6%; with 50% employer match about $408,889 at 4% or $272,593 at 6%; with 100% employer match about $306,667 at 4% or $204,444 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-6$1,945,383$147,200$24,533iApproximate average salary by contribution assumption: employee only about $613,333 at 4% or $408,889 at 6%; with 50% employer match about $408,889 at 4% or $272,593 at 6%; with 100% employer match about $306,667 at 4% or $204,444 at 6%.
202017$1,769,746$166,776$23,825iApproximate average salary by contribution assumption: employee only about $595,629 at 4% or $397,086 at 6%; with 50% employer match about $397,086 at 4% or $264,724 at 6%; with 100% employer match about $297,814 at 4% or $198,543 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-7$1,769,746$166,776$23,825iApproximate average salary by contribution assumption: employee only about $595,629 at 4% or $397,086 at 6%; with 50% employer match about $397,086 at 4% or $264,724 at 6%; with 100% employer match about $297,814 at 4% or $198,543 at 6%.
201916$1,364,486$148,767$24,795iApproximate average salary by contribution assumption: employee only about $619,863 at 4% or $413,242 at 6%; with 50% employer match about $413,242 at 4% or $275,494 at 6%; with 100% employer match about $309,931 at 4% or $206,621 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-6$1,364,486$148,767$24,795iApproximate average salary by contribution assumption: employee only about $619,863 at 4% or $413,242 at 6%; with 50% employer match about $413,242 at 4% or $275,494 at 6%; with 100% employer match about $309,931 at 4% or $206,621 at 6%.
201817$996,868$277,107$39,587iApproximate average salary by contribution assumption: employee only about $989,668 at 4% or $659,779 at 6%; with 50% employer match about $659,779 at 4% or $439,852 at 6%; with 100% employer match about $494,834 at 4% or $329,889 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-7$996,868$277,107$39,587iApproximate average salary by contribution assumption: employee only about $989,668 at 4% or $659,779 at 6%; with 50% employer match about $659,779 at 4% or $439,852 at 6%; with 100% employer match about $494,834 at 4% or $329,889 at 6%.
201717$792,445$143,333$20,476iApproximate average salary by contribution assumption: employee only about $511,904 at 4% or $341,269 at 6%; with 50% employer match about $341,269 at 4% or $227,513 at 6%; with 100% employer match about $255,952 at 4% or $170,635 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-7$792,445$143,333$20,476iApproximate average salary by contribution assumption: employee only about $511,904 at 4% or $341,269 at 6%; with 50% employer match about $341,269 at 4% or $227,513 at 6%; with 100% employer match about $255,952 at 4% or $170,635 at 6%.
201617$547,432$481,671$68,810iApproximate average salary by contribution assumption: employee only about $1,720,254 at 4% or $1,146,836 at 6%; with 50% employer match about $1,146,836 at 4% or $764,557 at 6%; with 100% employer match about $860,127 at 4% or $573,418 at 6%.
FINANCIAL FOCUS, LLC 401(K) PROFIT SHARING PLAN-7$547,432$481,671$68,810iApproximate average salary by contribution assumption: employee only about $1,720,254 at 4% or $1,146,836 at 6%; with 50% employer match about $1,146,836 at 4% or $764,557 at 6%; with 100% employer match about $860,127 at 4% or $573,418 at 6%.
FINANCIAL FOCUS, LLC | EIN 36-4820854 | 2025 Form 5500 Company Profile