Civic Intelligence

YOUR FINANCE SOLUTION LLC

Plan context: YOUR FINANCE SOLUTION LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 47-2574223 • Oakland, CA • 8 filings • 2 plans

245 Covington StOakland, CA 94605-5807
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$598,923

2025 Contributions

$128,926

Historical Graphs

Total Assets Over Time

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

$598,923$299,462$0201820222025YearValue
$598,923Latest year 2025

Participants Over Time

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

320201820222025YearValue
3Latest 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
202513$598,923$128,926$42,975iApproximate average salary by contribution assumption: employee only about $1,074,383 at 4% or $716,256 at 6%; with 50% employer match about $716,256 at 4% or $477,504 at 6%; with 100% employer match about $537,192 at 4% or $358,128 at 6%.
YOUR FINANCE SOLUTION LLC 401(K) PROFIT SHARING PLAN & TRUST-3$598,923$128,926$42,975iApproximate average salary by contribution assumption: employee only about $1,074,383 at 4% or $716,256 at 6%; with 50% employer match about $716,256 at 4% or $477,504 at 6%; with 100% employer match about $537,192 at 4% or $358,128 at 6%.
202413$376,729$58,468$19,489iApproximate average salary by contribution assumption: employee only about $487,233 at 4% or $324,822 at 6%; with 50% employer match about $324,822 at 4% or $216,548 at 6%; with 100% employer match about $243,617 at 4% or $162,411 at 6%.
YOUR FINANCE SOLUTION LLC 401(K) PROFIT SHARING PLAN & TRUST-3$376,729$58,468$19,489iApproximate average salary by contribution assumption: employee only about $487,233 at 4% or $324,822 at 6%; with 50% employer match about $324,822 at 4% or $216,548 at 6%; with 100% employer match about $243,617 at 4% or $162,411 at 6%.
202313$274,094$45,481$15,160iApproximate average salary by contribution assumption: employee only about $379,008 at 4% or $252,672 at 6%; with 50% employer match about $252,672 at 4% or $168,448 at 6%; with 100% employer match about $189,504 at 4% or $126,336 at 6%.
YOUR FINANCE SOLUTION LLC 401(K) PROFIT SHARING PLAN & TRUST-3$274,094$45,481$15,160iApproximate average salary by contribution assumption: employee only about $379,008 at 4% or $252,672 at 6%; with 50% employer match about $252,672 at 4% or $168,448 at 6%; with 100% employer match about $189,504 at 4% or $126,336 at 6%.
202213$192,558$54,279$18,093iApproximate average salary by contribution assumption: employee only about $452,325 at 4% or $301,550 at 6%; with 50% employer match about $301,550 at 4% or $201,033 at 6%; with 100% employer match about $226,163 at 4% or $150,775 at 6%.
YOUR FINANCE SOLUTION LLC 401(K) PROFIT SHARING PLAN & TRUST-3$192,558$54,279$18,093iApproximate average salary by contribution assumption: employee only about $452,325 at 4% or $301,550 at 6%; with 50% employer match about $301,550 at 4% or $201,033 at 6%; with 100% employer match about $226,163 at 4% or $150,775 at 6%.
202113$173,891$50,144$16,715iApproximate average salary by contribution assumption: employee only about $417,867 at 4% or $278,578 at 6%; with 50% employer match about $278,578 at 4% or $185,719 at 6%; with 100% employer match about $208,933 at 4% or $139,289 at 6%.
YOUR FINANCE SOLUTION LLC 401(K) PROFIT SHARING PLAN & TRUST-3$173,891$50,144$16,715iApproximate average salary by contribution assumption: employee only about $417,867 at 4% or $278,578 at 6%; with 50% employer match about $278,578 at 4% or $185,719 at 6%; with 100% employer match about $208,933 at 4% or $139,289 at 6%.
202013$107,965$38,734$12,911iApproximate average salary by contribution assumption: employee only about $322,783 at 4% or $215,189 at 6%; with 50% employer match about $215,189 at 4% or $143,459 at 6%; with 100% employer match about $161,392 at 4% or $107,594 at 6%.
YOUR FINANCE SOLUTION LLC 401(K) PROFIT SHARING PLAN & TRUST-3$107,965$38,734$12,911iApproximate average salary by contribution assumption: employee only about $322,783 at 4% or $215,189 at 6%; with 50% employer match about $215,189 at 4% or $143,459 at 6%; with 100% employer match about $161,392 at 4% or $107,594 at 6%.
201913$55,444$37,640$12,547iApproximate average salary by contribution assumption: employee only about $313,667 at 4% or $209,111 at 6%; with 50% employer match about $209,111 at 4% or $139,407 at 6%; with 100% employer match about $156,833 at 4% or $104,556 at 6%.
YOUR FINANCE SOLUTION LLC 401(K) PROFIT SHARING PLAN & TRUST-3$55,444$37,640$12,547iApproximate average salary by contribution assumption: employee only about $313,667 at 4% or $209,111 at 6%; with 50% employer match about $209,111 at 4% or $139,407 at 6%; with 100% employer match about $156,833 at 4% or $104,556 at 6%.
201812$13,332$14,060$7,030iApproximate average salary by contribution assumption: employee only about $175,750 at 4% or $117,167 at 6%; with 50% employer match about $117,167 at 4% or $78,111 at 6%; with 100% employer match about $87,875 at 4% or $58,583 at 6%.
YOUR FINANCE SOLUTION LLC 401 K PROFIT SHARING PLAN TRUST-2$13,332$14,060$7,030iApproximate average salary by contribution assumption: employee only about $175,750 at 4% or $117,167 at 6%; with 50% employer match about $117,167 at 4% or $78,111 at 6%; with 100% employer match about $87,875 at 4% or $58,583 at 6%.