Civic Intelligence

Cline Financial Group LLC

Plan context: Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust

EIN 45-2386802 • 13 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,645,827

2024 Contributions

$106,432

Historical Graphs

Total Assets Over Time

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

$1,645,827$822,914$0201220182024YearValue
$1,645,827Latest year 2024

Participants Over Time

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

1790201220182024YearValue
10Latest 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
2024110$1,645,827$106,432$10,643iApproximate average salary by contribution assumption: employee only about $266,080 at 4% or $177,387 at 6%; with 50% employer match about $177,387 at 4% or $118,258 at 6%; with 100% employer match about $133,040 at 4% or $88,693 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-10$1,645,827$106,432$10,643iApproximate average salary by contribution assumption: employee only about $266,080 at 4% or $177,387 at 6%; with 50% employer match about $177,387 at 4% or $118,258 at 6%; with 100% employer match about $133,040 at 4% or $88,693 at 6%.
2023110$1,397,912$112,511$11,251iApproximate average salary by contribution assumption: employee only about $281,278 at 4% or $187,518 at 6%; with 50% employer match about $187,518 at 4% or $125,012 at 6%; with 100% employer match about $140,639 at 4% or $93,759 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-10$1,397,912$112,511$11,251iApproximate average salary by contribution assumption: employee only about $281,278 at 4% or $187,518 at 6%; with 50% employer match about $187,518 at 4% or $125,012 at 6%; with 100% employer match about $140,639 at 4% or $93,759 at 6%.
202219$1,445,914$101,438$11,271iApproximate average salary by contribution assumption: employee only about $281,772 at 4% or $187,848 at 6%; with 50% employer match about $187,848 at 4% or $125,232 at 6%; with 100% employer match about $140,886 at 4% or $93,924 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-9$1,445,914$101,438$11,271iApproximate average salary by contribution assumption: employee only about $281,772 at 4% or $187,848 at 6%; with 50% employer match about $187,848 at 4% or $125,232 at 6%; with 100% employer match about $140,886 at 4% or $93,924 at 6%.
2021114$1,634,650$114,740$8,196iApproximate average salary by contribution assumption: employee only about $204,893 at 4% or $136,595 at 6%; with 50% employer match about $136,595 at 4% or $91,063 at 6%; with 100% employer match about $102,446 at 4% or $68,298 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-14$1,634,650$114,740$8,196iApproximate average salary by contribution assumption: employee only about $204,893 at 4% or $136,595 at 6%; with 50% employer match about $136,595 at 4% or $91,063 at 6%; with 100% employer match about $102,446 at 4% or $68,298 at 6%.
2020114$1,386,982$120,444$8,603iApproximate average salary by contribution assumption: employee only about $215,079 at 4% or $143,386 at 6%; with 50% employer match about $143,386 at 4% or $95,590 at 6%; with 100% employer match about $107,539 at 4% or $71,693 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-14$1,386,982$120,444$8,603iApproximate average salary by contribution assumption: employee only about $215,079 at 4% or $143,386 at 6%; with 50% employer match about $143,386 at 4% or $95,590 at 6%; with 100% employer match about $107,539 at 4% or $71,693 at 6%.
2019115$1,122,142$97,506$6,500iApproximate average salary by contribution assumption: employee only about $162,510 at 4% or $108,340 at 6%; with 50% employer match about $108,340 at 4% or $72,227 at 6%; with 100% employer match about $81,255 at 4% or $54,170 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-15$1,122,142$97,506$6,500iApproximate average salary by contribution assumption: employee only about $162,510 at 4% or $108,340 at 6%; with 50% employer match about $108,340 at 4% or $72,227 at 6%; with 100% employer match about $81,255 at 4% or $54,170 at 6%.
2018116$870,172$77,788$4,862iApproximate average salary by contribution assumption: employee only about $121,544 at 4% or $81,029 at 6%; with 50% employer match about $81,029 at 4% or $54,019 at 6%; with 100% employer match about $60,772 at 4% or $40,515 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-16$870,172$77,788$4,862iApproximate average salary by contribution assumption: employee only about $121,544 at 4% or $81,029 at 6%; with 50% employer match about $81,029 at 4% or $54,019 at 6%; with 100% employer match about $60,772 at 4% or $40,515 at 6%.
2017117$833,922$119,545$7,032iApproximate average salary by contribution assumption: employee only about $175,801 at 4% or $117,201 at 6%; with 50% employer match about $117,201 at 4% or $78,134 at 6%; with 100% employer match about $87,901 at 4% or $58,600 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-17$833,922$119,545$7,032iApproximate average salary by contribution assumption: employee only about $175,801 at 4% or $117,201 at 6%; with 50% employer match about $117,201 at 4% or $78,134 at 6%; with 100% employer match about $87,901 at 4% or $58,600 at 6%.
2016116$764,586$110,882$6,930iApproximate average salary by contribution assumption: employee only about $173,253 at 4% or $115,502 at 6%; with 50% employer match about $115,502 at 4% or $77,001 at 6%; with 100% employer match about $86,627 at 4% or $57,751 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-16$764,586$110,882$6,930iApproximate average salary by contribution assumption: employee only about $173,253 at 4% or $115,502 at 6%; with 50% employer match about $115,502 at 4% or $77,001 at 6%; with 100% employer match about $86,627 at 4% or $57,751 at 6%.
2015117$621,307$144,898$8,523iApproximate average salary by contribution assumption: employee only about $213,085 at 4% or $142,057 at 6%; with 50% employer match about $142,057 at 4% or $94,705 at 6%; with 100% employer match about $106,543 at 4% or $71,028 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-17$621,307$144,898$8,523iApproximate average salary by contribution assumption: employee only about $213,085 at 4% or $142,057 at 6%; with 50% employer match about $142,057 at 4% or $94,705 at 6%; with 100% employer match about $106,543 at 4% or $71,028 at 6%.
2014113$487,940$145,478$11,191iApproximate average salary by contribution assumption: employee only about $279,765 at 4% or $186,510 at 6%; with 50% employer match about $186,510 at 4% or $124,340 at 6%; with 100% employer match about $139,883 at 4% or $93,255 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-13$487,940$145,478$11,191iApproximate average salary by contribution assumption: employee only about $279,765 at 4% or $186,510 at 6%; with 50% employer match about $186,510 at 4% or $124,340 at 6%; with 100% employer match about $139,883 at 4% or $93,255 at 6%.
201319$315,310$131,835$14,648iApproximate average salary by contribution assumption: employee only about $366,208 at 4% or $244,139 at 6%; with 50% employer match about $244,139 at 4% or $162,759 at 6%; with 100% employer match about $183,104 at 4% or $122,069 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-9$315,310$131,835$14,648iApproximate average salary by contribution assumption: employee only about $366,208 at 4% or $244,139 at 6%; with 50% employer match about $244,139 at 4% or $162,759 at 6%; with 100% employer match about $183,104 at 4% or $122,069 at 6%.
2012110$128,789$123,495$12,350iApproximate average salary by contribution assumption: employee only about $308,738 at 4% or $205,825 at 6%; with 50% employer match about $205,825 at 4% or $137,217 at 6%; with 100% employer match about $154,369 at 4% or $102,913 at 6%.
Cline Financial Group LLC 401(K) Profit Sharing Plan & Trust-10$128,789$123,495$12,350iApproximate average salary by contribution assumption: employee only about $308,738 at 4% or $205,825 at 6%; with 50% employer match about $205,825 at 4% or $137,217 at 6%; with 100% employer match about $154,369 at 4% or $102,913 at 6%.