Civic Intelligence

Pavia Financial Services Inc.

Plan context: Pavia Financial Services Inc. 401(K) Profit Sharing Plan

EIN 48-1262530 • San Diego, CA • 27 filings • 3 plans

11590 W. Bernardo Ct., Ste. 102San Diego, CA 92127
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,221,756

2024 Contributions

$1,782,061

Historical Graphs

Total Assets Over Time

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

$5,481,133$2,740,567$0200920172024YearValue
$5,221,756Latest year 2024

Participants Over Time

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

840200320162024YearValue
6Latest 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
202426$5,221,756$1,782,061$297,010iApproximate average salary by contribution assumption: employee only about $7,425,254 at 4% or $4,950,169 at 6%; with 50% employer match about $4,950,169 at 4% or $3,300,113 at 6%; with 100% employer match about $3,712,627 at 4% or $2,475,085 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-6$5,221,756$1,782,061$297,010iApproximate average salary by contribution assumption: employee only about $7,425,254 at 4% or $4,950,169 at 6%; with 50% employer match about $4,950,169 at 4% or $3,300,113 at 6%; with 100% employer match about $3,712,627 at 4% or $2,475,085 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-0$0--
202327$3,399,611$76,369$10,910iApproximate average salary by contribution assumption: employee only about $272,746 at 4% or $181,831 at 6%; with 50% employer match about $181,831 at 4% or $121,221 at 6%; with 100% employer match about $136,373 at 4% or $90,915 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-6$2,017,130$76,369$12,728iApproximate average salary by contribution assumption: employee only about $318,204 at 4% or $212,136 at 6%; with 50% employer match about $212,136 at 4% or $141,424 at 6%; with 100% employer match about $159,102 at 4% or $106,068 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-7$1,382,481--
202228$2,288,800$95,863$11,983iApproximate average salary by contribution assumption: employee only about $299,572 at 4% or $199,715 at 6%; with 50% employer match about $199,715 at 4% or $133,143 at 6%; with 100% employer match about $149,786 at 4% or $99,857 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-7$1,241,027$95,863$13,695iApproximate average salary by contribution assumption: employee only about $342,368 at 4% or $228,245 at 6%; with 50% employer match about $228,245 at 4% or $152,163 at 6%; with 100% employer match about $171,184 at 4% or $114,123 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-8$1,047,773--
202128$5,481,133$141,388$17,674iApproximate average salary by contribution assumption: employee only about $441,838 at 4% or $294,558 at 6%; with 50% employer match about $294,558 at 4% or $196,372 at 6%; with 100% employer match about $220,919 at 4% or $147,279 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-7$3,597,967$100,405$14,344iApproximate average salary by contribution assumption: employee only about $358,589 at 4% or $239,060 at 6%; with 50% employer match about $239,060 at 4% or $159,373 at 6%; with 100% employer match about $179,295 at 4% or $119,530 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-8$1,883,166$40,983$5,123iApproximate average salary by contribution assumption: employee only about $128,072 at 4% or $85,381 at 6%; with 50% employer match about $85,381 at 4% or $56,921 at 6%; with 100% employer match about $64,036 at 4% or $42,691 at 6%.
202028$4,342,163$182,900$22,863iApproximate average salary by contribution assumption: employee only about $571,563 at 4% or $381,042 at 6%; with 50% employer match about $381,042 at 4% or $254,028 at 6%; with 100% employer match about $285,781 at 4% or $190,521 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-7$2,624,948$84,930$12,133iApproximate average salary by contribution assumption: employee only about $303,321 at 4% or $202,214 at 6%; with 50% employer match about $202,214 at 4% or $134,810 at 6%; with 100% employer match about $151,661 at 4% or $101,107 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-8$1,717,215$97,970$12,246iApproximate average salary by contribution assumption: employee only about $306,156 at 4% or $204,104 at 6%; with 50% employer match about $204,104 at 4% or $136,069 at 6%; with 100% employer match about $153,078 at 4% or $102,052 at 6%.
201928$3,311,972$532,100$66,513iApproximate average salary by contribution assumption: employee only about $1,662,813 at 4% or $1,108,542 at 6%; with 50% employer match about $1,108,542 at 4% or $739,028 at 6%; with 100% employer match about $831,406 at 4% or $554,271 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-7$2,002,152$65,303$9,329iApproximate average salary by contribution assumption: employee only about $233,225 at 4% or $155,483 at 6%; with 50% employer match about $155,483 at 4% or $103,656 at 6%; with 100% employer match about $116,613 at 4% or $77,742 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-8$1,309,820$466,797$58,350iApproximate average salary by contribution assumption: employee only about $1,458,741 at 4% or $972,494 at 6%; with 50% employer match about $972,494 at 4% or $648,329 at 6%; with 100% employer match about $729,370 at 4% or $486,247 at 6%.
201827$2,107,096$238,399$34,057iApproximate average salary by contribution assumption: employee only about $851,425 at 4% or $567,617 at 6%; with 50% employer match about $567,617 at 4% or $378,411 at 6%; with 100% employer match about $425,713 at 4% or $283,808 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-7$1,428,419$56,483$8,069iApproximate average salary by contribution assumption: employee only about $201,725 at 4% or $134,483 at 6%; with 50% employer match about $134,483 at 4% or $89,656 at 6%; with 100% employer match about $100,863 at 4% or $67,242 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-7$678,677$181,916$25,988iApproximate average salary by contribution assumption: employee only about $649,700 at 4% or $433,133 at 6%; with 50% employer match about $433,133 at 4% or $288,756 at 6%; with 100% employer match about $324,850 at 4% or $216,567 at 6%.
201726$2,176,665$402,895$67,149iApproximate average salary by contribution assumption: employee only about $1,678,729 at 4% or $1,119,153 at 6%; with 50% employer match about $1,119,153 at 4% or $746,102 at 6%; with 100% employer match about $839,365 at 4% or $559,576 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-6$1,573,829$81,989$13,665iApproximate average salary by contribution assumption: employee only about $341,621 at 4% or $227,747 at 6%; with 50% employer match about $227,747 at 4% or $151,831 at 6%; with 100% employer match about $170,810 at 4% or $113,874 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-6$602,836$320,906$53,484iApproximate average salary by contribution assumption: employee only about $1,337,108 at 4% or $891,406 at 6%; with 50% employer match about $891,406 at 4% or $594,270 at 6%; with 100% employer match about $668,554 at 4% or $445,703 at 6%.
201625$1,244,218$113,234$22,647iApproximate average salary by contribution assumption: employee only about $566,170 at 4% or $377,447 at 6%; with 50% employer match about $377,447 at 4% or $251,631 at 6%; with 100% employer match about $283,085 at 4% or $188,723 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-5$1,010,223$68,523$13,705iApproximate average salary by contribution assumption: employee only about $342,615 at 4% or $228,410 at 6%; with 50% employer match about $228,410 at 4% or $152,273 at 6%; with 100% employer match about $171,308 at 4% or $114,205 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-4$233,995$44,711$11,178iApproximate average salary by contribution assumption: employee only about $279,444 at 4% or $186,296 at 6%; with 50% employer match about $186,296 at 4% or $124,197 at 6%; with 100% employer match about $139,722 at 4% or $93,148 at 6%.
201525$1,006,141$275,778$55,156iApproximate average salary by contribution assumption: employee only about $1,378,890 at 4% or $919,260 at 6%; with 50% employer match about $919,260 at 4% or $612,840 at 6%; with 100% employer match about $689,445 at 4% or $459,630 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-5$821,192$90,829$18,166iApproximate average salary by contribution assumption: employee only about $454,145 at 4% or $302,763 at 6%; with 50% employer match about $302,763 at 4% or $201,842 at 6%; with 100% employer match about $227,073 at 4% or $151,382 at 6%.
Pavia Financial Services Inc. Defined Benefit Pension Plan & Trust-5$184,949$184,949$36,990iApproximate average salary by contribution assumption: employee only about $924,745 at 4% or $616,497 at 6%; with 50% employer match about $616,497 at 4% or $410,998 at 6%; with 100% employer match about $462,373 at 4% or $308,248 at 6%.
201415$721,365$119,574$23,915iApproximate average salary by contribution assumption: employee only about $597,870 at 4% or $398,580 at 6%; with 50% employer match about $398,580 at 4% or $265,720 at 6%; with 100% employer match about $298,935 at 4% or $199,290 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-5$721,365$119,574$23,915iApproximate average salary by contribution assumption: employee only about $597,870 at 4% or $398,580 at 6%; with 50% employer match about $398,580 at 4% or $265,720 at 6%; with 100% employer match about $298,935 at 4% or $199,290 at 6%.
201314$497,833$110,856$27,714iApproximate average salary by contribution assumption: employee only about $692,850 at 4% or $461,900 at 6%; with 50% employer match about $461,900 at 4% or $307,933 at 6%; with 100% employer match about $346,425 at 4% or $230,950 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-4$497,833$110,856$27,714iApproximate average salary by contribution assumption: employee only about $692,850 at 4% or $461,900 at 6%; with 50% employer match about $461,900 at 4% or $307,933 at 6%; with 100% employer match about $346,425 at 4% or $230,950 at 6%.
201214$268,768$600$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-4$268,768$600$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.
201114$267,557$104,085$26,021iApproximate average salary by contribution assumption: employee only about $650,531 at 4% or $433,688 at 6%; with 50% employer match about $433,688 at 4% or $289,125 at 6%; with 100% employer match about $325,266 at 4% or $216,844 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-4$267,557$104,085$26,021iApproximate average salary by contribution assumption: employee only about $650,531 at 4% or $433,688 at 6%; with 50% employer match about $433,688 at 4% or $289,125 at 6%; with 100% employer match about $325,266 at 4% or $216,844 at 6%.
201012$137,465$43,524$21,762iApproximate average salary by contribution assumption: employee only about $544,050 at 4% or $362,700 at 6%; with 50% employer match about $362,700 at 4% or $241,800 at 6%; with 100% employer match about $272,025 at 4% or $181,350 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-2$137,465$43,524$21,762iApproximate average salary by contribution assumption: employee only about $544,050 at 4% or $362,700 at 6%; with 50% employer match about $362,700 at 4% or $241,800 at 6%; with 100% employer match about $272,025 at 4% or $181,350 at 6%.
200912$102,042$41,320$20,660iApproximate average salary by contribution assumption: employee only about $516,500 at 4% or $344,333 at 6%; with 50% employer match about $344,333 at 4% or $229,556 at 6%; with 100% employer match about $258,250 at 4% or $172,167 at 6%.
Pavia Financial Services Inc. 401(K) Profit Sharing Plan-2$102,042$41,320$20,660iApproximate average salary by contribution assumption: employee only about $516,500 at 4% or $344,333 at 6%; with 50% employer match about $344,333 at 4% or $229,556 at 6%; with 100% employer match about $258,250 at 4% or $172,167 at 6%.
200311$0$0-
PAVIA FINANCIAL SERVICES, INC. SINGLE EMPLOYER WELFARE BENEFIT PLAN-1---