Civic Intelligence

Financial Life Concepts

Plan context: Financial Life Concepts 401(K) P/S Plan

EIN 46-4416940 • San Diego, CA • 11 filings • 1 plans

16935 W Bernardo DriveSuite 228San Diego, CA 92127
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$298,180

2024 Contributions

$73,469

Historical Graphs

Total Assets Over Time

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

$298,180$149,090$0201420192024YearValue
$298,180Latest year 2024

Participants Over Time

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

320201420192024YearValue
2Latest 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
202412$298,180$73,469$36,735iApproximate average salary by contribution assumption: employee only about $918,363 at 4% or $612,242 at 6%; with 50% employer match about $612,242 at 4% or $408,161 at 6%; with 100% employer match about $459,181 at 4% or $306,121 at 6%.
Financial Life Concepts 401(K) P/S Plan-2$298,180$73,469$36,735iApproximate average salary by contribution assumption: employee only about $918,363 at 4% or $612,242 at 6%; with 50% employer match about $612,242 at 4% or $408,161 at 6%; with 100% employer match about $459,181 at 4% or $306,121 at 6%.
202312$189,198$4,524$2,262iApproximate average salary by contribution assumption: employee only about $56,550 at 4% or $37,700 at 6%; with 50% employer match about $37,700 at 4% or $25,133 at 6%; with 100% employer match about $28,275 at 4% or $18,850 at 6%.
Financial Life Concepts 401(K) P/S Plan-2$189,198$4,524$2,262iApproximate average salary by contribution assumption: employee only about $56,550 at 4% or $37,700 at 6%; with 50% employer match about $37,700 at 4% or $25,133 at 6%; with 100% employer match about $28,275 at 4% or $18,850 at 6%.
202212$164,387$76,301$38,151iApproximate average salary by contribution assumption: employee only about $953,763 at 4% or $635,842 at 6%; with 50% employer match about $635,842 at 4% or $423,894 at 6%; with 100% employer match about $476,881 at 4% or $317,921 at 6%.
Financial Life Concepts 401(K) P/S Plan-2$164,387$76,301$38,151iApproximate average salary by contribution assumption: employee only about $953,763 at 4% or $635,842 at 6%; with 50% employer match about $635,842 at 4% or $423,894 at 6%; with 100% employer match about $476,881 at 4% or $317,921 at 6%.
202111$94,295$70,395$70,395iApproximate average salary by contribution assumption: employee only about $1,759,875 at 4% or $1,173,250 at 6%; with 50% employer match about $1,173,250 at 4% or $782,167 at 6%; with 100% employer match about $879,938 at 4% or $586,625 at 6%.
Financial Life Concepts 401(K) P/S Plan-1$94,295$70,395$70,395iApproximate average salary by contribution assumption: employee only about $1,759,875 at 4% or $1,173,250 at 6%; with 50% employer match about $1,173,250 at 4% or $782,167 at 6%; with 100% employer match about $879,938 at 4% or $586,625 at 6%.
202011$22,056$2,911$2,911iApproximate average salary by contribution assumption: employee only about $72,775 at 4% or $48,517 at 6%; with 50% employer match about $48,517 at 4% or $32,344 at 6%; with 100% employer match about $36,388 at 4% or $24,258 at 6%.
Financial Life Concepts 401(K) P/S Plan-1$22,056$2,911$2,911iApproximate average salary by contribution assumption: employee only about $72,775 at 4% or $48,517 at 6%; with 50% employer match about $48,517 at 4% or $32,344 at 6%; with 100% employer match about $36,388 at 4% or $24,258 at 6%.
201911$17,003$3,301$3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%.
Financial Life Concepts 401(K) P/S Plan-1$17,003$3,301$3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%.
201811$11,760$3,234$3,234iApproximate average salary by contribution assumption: employee only about $80,850 at 4% or $53,900 at 6%; with 50% employer match about $53,900 at 4% or $35,933 at 6%; with 100% employer match about $40,425 at 4% or $26,950 at 6%.
Financial Life Concepts 401(K) P/S Plan-1$11,760$3,234$3,234iApproximate average salary by contribution assumption: employee only about $80,850 at 4% or $53,900 at 6%; with 50% employer match about $53,900 at 4% or $35,933 at 6%; with 100% employer match about $40,425 at 4% or $26,950 at 6%.
201711$9,025$2,852$2,852iApproximate average salary by contribution assumption: employee only about $71,300 at 4% or $47,533 at 6%; with 50% employer match about $47,533 at 4% or $31,689 at 6%; with 100% employer match about $35,650 at 4% or $23,767 at 6%.
Financial Life Concepts 401(K) P/S Plan-1$9,025$2,852$2,852iApproximate average salary by contribution assumption: employee only about $71,300 at 4% or $47,533 at 6%; with 50% employer match about $47,533 at 4% or $31,689 at 6%; with 100% employer match about $35,650 at 4% or $23,767 at 6%.
201611$5,398$3,168$3,168iApproximate average salary by contribution assumption: employee only about $79,200 at 4% or $52,800 at 6%; with 50% employer match about $52,800 at 4% or $35,200 at 6%; with 100% employer match about $39,600 at 4% or $26,400 at 6%.
Financial Life Concepts 401(K) P/S Plan-1$5,398$3,168$3,168iApproximate average salary by contribution assumption: employee only about $79,200 at 4% or $52,800 at 6%; with 50% employer match about $52,800 at 4% or $35,200 at 6%; with 100% employer match about $39,600 at 4% or $26,400 at 6%.
201513$34,972$6,481$2,160iApproximate average salary by contribution assumption: employee only about $54,008 at 4% or $36,006 at 6%; with 50% employer match about $36,006 at 4% or $24,004 at 6%; with 100% employer match about $27,004 at 4% or $18,003 at 6%.
Financial Life Concepts 401(K) P/S Plan-3$34,972$6,481$2,160iApproximate average salary by contribution assumption: employee only about $54,008 at 4% or $36,006 at 6%; with 50% employer match about $36,006 at 4% or $24,004 at 6%; with 100% employer match about $27,004 at 4% or $18,003 at 6%.
201413$28,003$6,895$2,298iApproximate average salary by contribution assumption: employee only about $57,458 at 4% or $38,306 at 6%; with 50% employer match about $38,306 at 4% or $25,537 at 6%; with 100% employer match about $28,729 at 4% or $19,153 at 6%.
Financial Life Concepts 401(K) P/S Plan-3$28,003$6,895$2,298iApproximate average salary by contribution assumption: employee only about $57,458 at 4% or $38,306 at 6%; with 50% employer match about $38,306 at 4% or $25,537 at 6%; with 100% employer match about $28,729 at 4% or $19,153 at 6%.