Civic Intelligence

Palm Springs Financial Group I

Plan context: Palm Springs Financial Group I 401(K) Profit Sharing Plan & Trust

EIN 46-4401002 • Palm Springs, CA • 4 filings • 2 plans

777 E Tahquitz Canyon Way Ste 310Palm Springs, CA 92262-6799
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$22,774

2017 Contributions

$30,372

Historical Graphs

Total Assets Over Time

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

$54,509$27,255$0201420152016YearValue
$22,774Latest year 2016

Participants Over Time

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

210201420152016YearValue
2Latest year 2016

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
201710$0$0-
Palm Springs Financial Group I 401(K) Profit Sharing Plan & Trust-0$0--
201612$22,774$30,372$15,186iApproximate average salary by contribution assumption: employee only about $379,650 at 4% or $253,100 at 6%; with 50% employer match about $253,100 at 4% or $168,733 at 6%; with 100% employer match about $189,825 at 4% or $126,550 at 6%.
Palm Springs Financial Group I 401(K) Profit Sharing Plan & Trust-2$22,774$30,372$15,186iApproximate average salary by contribution assumption: employee only about $379,650 at 4% or $253,100 at 6%; with 50% employer match about $253,100 at 4% or $168,733 at 6%; with 100% employer match about $189,825 at 4% or $126,550 at 6%.
201512$54,509$29,460$14,730iApproximate average salary by contribution assumption: employee only about $368,250 at 4% or $245,500 at 6%; with 50% employer match about $245,500 at 4% or $163,667 at 6%; with 100% employer match about $184,125 at 4% or $122,750 at 6%.
Palm Springs Financial Group I 401(K) Profit Sharing Plan & Trust-2$54,509$29,460$14,730iApproximate average salary by contribution assumption: employee only about $368,250 at 4% or $245,500 at 6%; with 50% employer match about $245,500 at 4% or $163,667 at 6%; with 100% employer match about $184,125 at 4% or $122,750 at 6%.
201412$26,128$17,696$8,848iApproximate average salary by contribution assumption: employee only about $221,200 at 4% or $147,467 at 6%; with 50% employer match about $147,467 at 4% or $98,311 at 6%; with 100% employer match about $110,600 at 4% or $73,733 at 6%.
Palm Springs Financial Group I 401(K) Profit Sharing Plan & Trust-2$26,128$17,696$8,848iApproximate average salary by contribution assumption: employee only about $221,200 at 4% or $147,467 at 6%; with 50% employer match about $147,467 at 4% or $98,311 at 6%; with 100% employer match about $110,600 at 4% or $73,733 at 6%.