Civic Intelligence

Pivotal Finance

Plan context: Pivotal Finance 401(K) Plan

EIN 36-4829418 • Auburn, AL • 6 filings • 1 plans

2372 E University DrSuite 200Auburn, AL 36830
Current Snapshot

Latest Year

2025

2025 Participants

43

2025 Assets

$1,465,712

2025 Contributions

$294,867

Historical Graphs

Total Assets Over Time

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

$1,465,712$732,856$0202020232025YearValue
$1,465,712Latest year 2025

Participants Over Time

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

47240202020232025YearValue
43Latest 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
2025143$1,465,712$294,867$6,857iApproximate average salary by contribution assumption: employee only about $171,434 at 4% or $114,290 at 6%; with 50% employer match about $114,290 at 4% or $76,193 at 6%; with 100% employer match about $85,717 at 4% or $57,145 at 6%.
Pivotal Finance 401(K) Plan-43$1,465,712$294,867$6,857iApproximate average salary by contribution assumption: employee only about $171,434 at 4% or $114,290 at 6%; with 50% employer match about $114,290 at 4% or $76,193 at 6%; with 100% employer match about $85,717 at 4% or $57,145 at 6%.
2024147$1,120,021$318,523$6,777iApproximate average salary by contribution assumption: employee only about $169,427 at 4% or $112,951 at 6%; with 50% employer match about $112,951 at 4% or $75,301 at 6%; with 100% employer match about $84,714 at 4% or $56,476 at 6%.
Pivotal Finance 401(K) Plan-47$1,120,021$318,523$6,777iApproximate average salary by contribution assumption: employee only about $169,427 at 4% or $112,951 at 6%; with 50% employer match about $112,951 at 4% or $75,301 at 6%; with 100% employer match about $84,714 at 4% or $56,476 at 6%.
2023141$688,642$281,649$6,869iApproximate average salary by contribution assumption: employee only about $171,737 at 4% or $114,491 at 6%; with 50% employer match about $114,491 at 4% or $76,328 at 6%; with 100% employer match about $85,869 at 4% or $57,246 at 6%.
Pivotal Finance 401(K) Plan-41$688,642$281,649$6,869iApproximate average salary by contribution assumption: employee only about $171,737 at 4% or $114,491 at 6%; with 50% employer match about $114,491 at 4% or $76,328 at 6%; with 100% employer match about $85,869 at 4% or $57,246 at 6%.
2022136$343,982$196,210$5,450iApproximate average salary by contribution assumption: employee only about $136,257 at 4% or $90,838 at 6%; with 50% employer match about $90,838 at 4% or $60,559 at 6%; with 100% employer match about $68,128 at 4% or $45,419 at 6%.
Pivotal Finance 401(K) Plan-36$343,982$196,210$5,450iApproximate average salary by contribution assumption: employee only about $136,257 at 4% or $90,838 at 6%; with 50% employer match about $90,838 at 4% or $60,559 at 6%; with 100% employer match about $68,128 at 4% or $45,419 at 6%.
2021122$193,191$146,205$6,646iApproximate average salary by contribution assumption: employee only about $166,142 at 4% or $110,761 at 6%; with 50% employer match about $110,761 at 4% or $73,841 at 6%; with 100% employer match about $83,071 at 4% or $55,381 at 6%.
Pivotal Finance 401(K) Plan-22$193,191$146,205$6,646iApproximate average salary by contribution assumption: employee only about $166,142 at 4% or $110,761 at 6%; with 50% employer match about $110,761 at 4% or $73,841 at 6%; with 100% employer match about $83,071 at 4% or $55,381 at 6%.
2020114$32,528$30,257$2,161iApproximate average salary by contribution assumption: employee only about $54,030 at 4% or $36,020 at 6%; with 50% employer match about $36,020 at 4% or $24,013 at 6%; with 100% employer match about $27,015 at 4% or $18,010 at 6%.
Pivotal Finance 401(K) Plan-14$32,528$30,257$2,161iApproximate average salary by contribution assumption: employee only about $54,030 at 4% or $36,020 at 6%; with 50% employer match about $36,020 at 4% or $24,013 at 6%; with 100% employer match about $27,015 at 4% or $18,010 at 6%.