CD FINANCIAL
Plan context: CD FINANCIAL 401(K) PLAN
EIN 45-3536136 • San Juan Capistrano, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$395,786
2025 Contributions
$47,553
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 | 5 | $395,786 | $47,553 | $9,511iApproximate average salary by contribution assumption: employee only about $237,765 at 4% or $158,510 at 6%; with 50% employer match about $158,510 at 4% or $105,673 at 6%; with 100% employer match about $118,883 at 4% or $79,255 at 6%. |
| CD FINANCIAL 401(K) PLAN | - | 5 | $395,786 | $47,553 | $9,511iApproximate average salary by contribution assumption: employee only about $237,765 at 4% or $158,510 at 6%; with 50% employer match about $158,510 at 4% or $105,673 at 6%; with 100% employer match about $118,883 at 4% or $79,255 at 6%. |
| 2024 | 1 | 5 | $286,968 | $71,084 | $14,217iApproximate average salary by contribution assumption: employee only about $355,420 at 4% or $236,947 at 6%; with 50% employer match about $236,947 at 4% or $157,964 at 6%; with 100% employer match about $177,710 at 4% or $118,473 at 6%. |
| CD FINANCIAL 401(K) PLAN | - | 5 | $286,968 | $71,084 | $14,217iApproximate average salary by contribution assumption: employee only about $355,420 at 4% or $236,947 at 6%; with 50% employer match about $236,947 at 4% or $157,964 at 6%; with 100% employer match about $177,710 at 4% or $118,473 at 6%. |
| 2023 | 1 | 4 | $166,652 | $41,784 | $10,446iApproximate average salary by contribution assumption: employee only about $261,150 at 4% or $174,100 at 6%; with 50% employer match about $174,100 at 4% or $116,067 at 6%; with 100% employer match about $130,575 at 4% or $87,050 at 6%. |
| CD FINANCIAL 401(K) PLAN | - | 4 | $166,652 | $41,784 | $10,446iApproximate average salary by contribution assumption: employee only about $261,150 at 4% or $174,100 at 6%; with 50% employer match about $174,100 at 4% or $116,067 at 6%; with 100% employer match about $130,575 at 4% or $87,050 at 6%. |
| 2022 | 1 | 5 | $92,174 | $83,590 | $16,718iApproximate average salary by contribution assumption: employee only about $417,950 at 4% or $278,633 at 6%; with 50% employer match about $278,633 at 4% or $185,756 at 6%; with 100% employer match about $208,975 at 4% or $139,317 at 6%. |
| CD FINANCIAL 401(K) PLAN | - | 5 | $92,174 | $83,590 | $16,718iApproximate average salary by contribution assumption: employee only about $417,950 at 4% or $278,633 at 6%; with 50% employer match about $278,633 at 4% or $185,756 at 6%; with 100% employer match about $208,975 at 4% or $139,317 at 6%. |
| 2021 | 1 | 3 | $23,618 | $20,974 | $6,991iApproximate average salary by contribution assumption: employee only about $174,783 at 4% or $116,522 at 6%; with 50% employer match about $116,522 at 4% or $77,681 at 6%; with 100% employer match about $87,392 at 4% or $58,261 at 6%. |
| CD FINANCIAL 401(K) PLAN | - | 3 | $23,618 | $20,974 | $6,991iApproximate average salary by contribution assumption: employee only about $174,783 at 4% or $116,522 at 6%; with 50% employer match about $116,522 at 4% or $77,681 at 6%; with 100% employer match about $87,392 at 4% or $58,261 at 6%. |