Civic Intelligence

THE HARPOON GROUP

Plan context: VB FINANCIAL 401(K) PROFIT SHARING PLAN

EIN 47-4892243 • Yorba Linda, CA • 4 filings • 1 plans

5747 Calle Vista AlegreYorba Linda, CA 92887
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,811,099

2025 Contributions

$122,997

Historical Graphs

Total Assets Over Time

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

$2,811,099$1,405,550$0202220242025YearValue
$2,811,099Latest year 2025

Participants Over Time

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

630202220242025YearValue
5Latest 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
202515$2,811,099$122,997$24,599iApproximate average salary by contribution assumption: employee only about $614,985 at 4% or $409,990 at 6%; with 50% employer match about $409,990 at 4% or $273,327 at 6%; with 100% employer match about $307,493 at 4% or $204,995 at 6%.
VB FINANCIAL 401(K) PROFIT SHARING PLAN-5$2,811,099$122,997$24,599iApproximate average salary by contribution assumption: employee only about $614,985 at 4% or $409,990 at 6%; with 50% employer match about $409,990 at 4% or $273,327 at 6%; with 100% employer match about $307,493 at 4% or $204,995 at 6%.
202416$2,308,668$111,528$18,588iApproximate average salary by contribution assumption: employee only about $464,700 at 4% or $309,800 at 6%; with 50% employer match about $309,800 at 4% or $206,533 at 6%; with 100% employer match about $232,350 at 4% or $154,900 at 6%.
VB FINANCIAL 401(K) PROFIT SHARING PLAN-6$2,308,668$111,528$18,588iApproximate average salary by contribution assumption: employee only about $464,700 at 4% or $309,800 at 6%; with 50% employer match about $309,800 at 4% or $206,533 at 6%; with 100% employer match about $232,350 at 4% or $154,900 at 6%.
202316$2,001,328$108,140$18,023iApproximate average salary by contribution assumption: employee only about $450,583 at 4% or $300,389 at 6%; with 50% employer match about $300,389 at 4% or $200,259 at 6%; with 100% employer match about $225,292 at 4% or $150,194 at 6%.
VB FINANCIAL 401(K) PROFIT SHARING PLAN-6$2,001,328$108,140$18,023iApproximate average salary by contribution assumption: employee only about $450,583 at 4% or $300,389 at 6%; with 50% employer match about $300,389 at 4% or $200,259 at 6%; with 100% employer match about $225,292 at 4% or $150,194 at 6%.
202216$1,618,698$102,077$17,013iApproximate average salary by contribution assumption: employee only about $425,321 at 4% or $283,547 at 6%; with 50% employer match about $283,547 at 4% or $189,031 at 6%; with 100% employer match about $212,660 at 4% or $141,774 at 6%.
VB FINANCIAL 401(K) PROFIT SHARING PLAN-6$1,618,698$102,077$17,013iApproximate average salary by contribution assumption: employee only about $425,321 at 4% or $283,547 at 6%; with 50% employer match about $283,547 at 4% or $189,031 at 6%; with 100% employer match about $212,660 at 4% or $141,774 at 6%.