Civic Intelligence

Certified Financial Group Inc.

Plan context: Certified Financial Group Inc. 401K & Profit Sharing Plan

EIN 59-2951303 • Altamonte Springs, FL • 43 filings • 5 plans

1111 Douglas AvenueAltamonte Springs, FL 32714
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$18,892,286

2024 Contributions

$591,819

Historical Graphs

Total Assets Over Time

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

$18,892,286$9,446,143$0200120142024YearValue
$18,892,286Latest year 2024

Participants Over Time

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

37190200120132024YearValue
37Latest 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
2024237$18,892,286$591,819$15,995iApproximate average salary by contribution assumption: employee only about $399,878 at 4% or $266,585 at 6%; with 50% employer match about $266,585 at 4% or $177,723 at 6%; with 100% employer match about $199,939 at 4% or $133,293 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-37$16,527,301$591,819$15,995iApproximate average salary by contribution assumption: employee only about $399,878 at 4% or $266,585 at 6%; with 50% employer match about $266,585 at 4% or $177,723 at 6%; with 100% employer match about $199,939 at 4% or $133,293 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-25$2,364,985$0-
2023235$17,583,245$566,861$16,196iApproximate average salary by contribution assumption: employee only about $404,901 at 4% or $269,934 at 6%; with 50% employer match about $269,934 at 4% or $179,956 at 6%; with 100% employer match about $202,450 at 4% or $134,967 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-35$15,224,999$566,861$16,196iApproximate average salary by contribution assumption: employee only about $404,901 at 4% or $269,934 at 6%; with 50% employer match about $269,934 at 4% or $179,956 at 6%; with 100% employer match about $202,450 at 4% or $134,967 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-23$2,358,246$0-
2022234$15,823,327$505,039$14,854iApproximate average salary by contribution assumption: employee only about $371,352 at 4% or $247,568 at 6%; with 50% employer match about $247,568 at 4% or $165,045 at 6%; with 100% employer match about $185,676 at 4% or $123,784 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-34$13,716,715$505,039$14,854iApproximate average salary by contribution assumption: employee only about $371,352 at 4% or $247,568 at 6%; with 50% employer match about $247,568 at 4% or $165,045 at 6%; with 100% employer match about $185,676 at 4% or $123,784 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-24$2,106,612$0-
2021229$18,501,150$641,905$22,135iApproximate average salary by contribution assumption: employee only about $553,366 at 4% or $368,911 at 6%; with 50% employer match about $368,911 at 4% or $245,941 at 6%; with 100% employer match about $276,683 at 4% or $184,455 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-29$16,034,182$641,905$22,135iApproximate average salary by contribution assumption: employee only about $553,366 at 4% or $368,911 at 6%; with 50% employer match about $368,911 at 4% or $245,941 at 6%; with 100% employer match about $276,683 at 4% or $184,455 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-23$2,466,968$0-
2020227$16,089,038$477,423$17,682iApproximate average salary by contribution assumption: employee only about $442,058 at 4% or $294,706 at 6%; with 50% employer match about $294,706 at 4% or $196,470 at 6%; with 100% employer match about $221,029 at 4% or $147,353 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-27$13,918,778$473,882$17,551iApproximate average salary by contribution assumption: employee only about $438,780 at 4% or $292,520 at 6%; with 50% employer match about $292,520 at 4% or $195,013 at 6%; with 100% employer match about $219,390 at 4% or $146,260 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-21$2,170,260$3,541$169iApproximate average salary by contribution assumption: employee only about $4,215 at 4% or $2,810 at 6%; with 50% employer match about $2,810 at 4% or $1,874 at 6%; with 100% employer match about $2,108 at 4% or $1,405 at 6%.
2019225$13,988,817$878,722$35,149iApproximate average salary by contribution assumption: employee only about $878,722 at 4% or $585,815 at 6%; with 50% employer match about $585,815 at 4% or $390,543 at 6%; with 100% employer match about $439,361 at 4% or $292,907 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-25$12,048,474$572,444$22,898iApproximate average salary by contribution assumption: employee only about $572,444 at 4% or $381,629 at 6%; with 50% employer match about $381,629 at 4% or $254,420 at 6%; with 100% employer match about $286,222 at 4% or $190,815 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-21$1,940,343$306,278$14,585iApproximate average salary by contribution assumption: employee only about $364,617 at 4% or $243,078 at 6%; with 50% employer match about $243,078 at 4% or $162,052 at 6%; with 100% employer match about $182,308 at 4% or $121,539 at 6%.
2018226$11,730,581$5,538,418$213,016iApproximate average salary by contribution assumption: employee only about $5,325,402 at 4% or $3,550,268 at 6%; with 50% employer match about $3,550,268 at 4% or $2,366,845 at 6%; with 100% employer match about $2,662,701 at 4% or $1,775,134 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-26$9,987,796$5,538,418$213,016iApproximate average salary by contribution assumption: employee only about $5,325,402 at 4% or $3,550,268 at 6%; with 50% employer match about $3,550,268 at 4% or $2,366,845 at 6%; with 100% employer match about $2,662,701 at 4% or $1,775,134 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-20$1,742,785$0-
2017226$12,354,783$969,052$37,271iApproximate average salary by contribution assumption: employee only about $931,781 at 4% or $621,187 at 6%; with 50% employer match about $621,187 at 4% or $414,125 at 6%; with 100% employer match about $465,890 at 4% or $310,594 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-19$7,046,806$543,358$28,598iApproximate average salary by contribution assumption: employee only about $714,945 at 4% or $476,630 at 6%; with 50% employer match about $476,630 at 4% or $317,753 at 6%; with 100% employer match about $357,472 at 4% or $238,315 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-26$5,307,977$425,694$16,373iApproximate average salary by contribution assumption: employee only about $409,321 at 4% or $272,881 at 6%; with 50% employer match about $272,881 at 4% or $181,921 at 6%; with 100% employer match about $204,661 at 4% or $136,440 at 6%.
2016225$10,351,956$900,765$36,031iApproximate average salary by contribution assumption: employee only about $900,765 at 4% or $600,510 at 6%; with 50% employer match about $600,510 at 4% or $400,340 at 6%; with 100% employer match about $450,383 at 4% or $300,255 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-22$5,845,891$541,669$24,621iApproximate average salary by contribution assumption: employee only about $615,533 at 4% or $410,355 at 6%; with 50% employer match about $410,355 at 4% or $273,570 at 6%; with 100% employer match about $307,766 at 4% or $205,178 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-25$4,506,065$359,096$14,364iApproximate average salary by contribution assumption: employee only about $359,096 at 4% or $239,397 at 6%; with 50% employer match about $239,397 at 4% or $159,598 at 6%; with 100% employer match about $179,548 at 4% or $119,699 at 6%.
2015226$8,851,352$890,381$34,245iApproximate average salary by contribution assumption: employee only about $856,136 at 4% or $570,757 at 6%; with 50% employer match about $570,757 at 4% or $380,505 at 6%; with 100% employer match about $428,068 at 4% or $285,379 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-21$4,965,017$538,233$25,630iApproximate average salary by contribution assumption: employee only about $640,754 at 4% or $427,169 at 6%; with 50% employer match about $427,169 at 4% or $284,779 at 6%; with 100% employer match about $320,377 at 4% or $213,585 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-26$3,886,335$352,148$13,544iApproximate average salary by contribution assumption: employee only about $338,604 at 4% or $225,736 at 6%; with 50% employer match about $225,736 at 4% or $150,491 at 6%; with 100% employer match about $169,302 at 4% or $112,868 at 6%.
2014224$8,088,608$820,965$34,207iApproximate average salary by contribution assumption: employee only about $855,172 at 4% or $570,115 at 6%; with 50% employer match about $570,115 at 4% or $380,076 at 6%; with 100% employer match about $427,586 at 4% or $285,057 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-21$4,502,072$536,917$25,567iApproximate average salary by contribution assumption: employee only about $639,187 at 4% or $426,125 at 6%; with 50% employer match about $426,125 at 4% or $284,083 at 6%; with 100% employer match about $319,593 at 4% or $213,062 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-24$3,586,536$284,048$11,835iApproximate average salary by contribution assumption: employee only about $295,883 at 4% or $197,256 at 6%; with 50% employer match about $197,256 at 4% or $131,504 at 6%; with 100% employer match about $147,942 at 4% or $98,628 at 6%.
2013223$7,040,318$854,419$37,149iApproximate average salary by contribution assumption: employee only about $928,716 at 4% or $619,144 at 6%; with 50% employer match about $619,144 at 4% or $412,763 at 6%; with 100% employer match about $464,358 at 4% or $309,572 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-19$3,908,809$536,167$28,219iApproximate average salary by contribution assumption: employee only about $705,483 at 4% or $470,322 at 6%; with 50% employer match about $470,322 at 4% or $313,548 at 6%; with 100% employer match about $352,741 at 4% or $235,161 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-23$3,131,509$318,252$13,837iApproximate average salary by contribution assumption: employee only about $345,926 at 4% or $230,617 at 6%; with 50% employer match about $230,617 at 4% or $153,745 at 6%; with 100% employer match about $172,963 at 4% or $115,309 at 6%.
2012222$5,403,634$674,928$30,679iApproximate average salary by contribution assumption: employee only about $766,964 at 4% or $511,309 at 6%; with 50% employer match about $511,309 at 4% or $340,873 at 6%; with 100% employer match about $383,482 at 4% or $255,655 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-17$2,994,470$434,979$25,587iApproximate average salary by contribution assumption: employee only about $639,675 at 4% or $426,450 at 6%; with 50% employer match about $426,450 at 4% or $284,300 at 6%; with 100% employer match about $319,838 at 4% or $213,225 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-22$2,409,164$239,949$10,907iApproximate average salary by contribution assumption: employee only about $272,669 at 4% or $181,780 at 6%; with 50% employer match about $181,780 at 4% or $121,186 at 6%; with 100% employer match about $136,335 at 4% or $90,890 at 6%.
2011221$4,321,826$767,565$36,551iApproximate average salary by contribution assumption: employee only about $913,768 at 4% or $609,179 at 6%; with 50% employer match about $609,179 at 4% or $406,119 at 6%; with 100% employer match about $456,884 at 4% or $304,589 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-19$2,331,325$434,335$22,860iApproximate average salary by contribution assumption: employee only about $571,493 at 4% or $380,996 at 6%; with 50% employer match about $380,996 at 4% or $253,997 at 6%; with 100% employer match about $285,747 at 4% or $190,498 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-21$1,990,501$333,230$15,868iApproximate average salary by contribution assumption: employee only about $396,702 at 4% or $264,468 at 6%; with 50% employer match about $264,468 at 4% or $176,312 at 6%; with 100% employer match about $198,351 at 4% or $132,234 at 6%.
2010223$3,761,641$679,960$29,563iApproximate average salary by contribution assumption: employee only about $739,087 at 4% or $492,725 at 6%; with 50% employer match about $492,725 at 4% or $328,483 at 6%; with 100% employer match about $369,543 at 4% or $246,362 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-18$1,913,786$425,151$23,620iApproximate average salary by contribution assumption: employee only about $590,488 at 4% or $393,658 at 6%; with 50% employer match about $393,658 at 4% or $262,439 at 6%; with 100% employer match about $295,244 at 4% or $196,829 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-23$1,847,855$254,809$11,079iApproximate average salary by contribution assumption: employee only about $276,966 at 4% or $184,644 at 6%; with 50% employer match about $184,644 at 4% or $123,096 at 6%; with 100% employer match about $138,483 at 4% or $92,322 at 6%.
2009221$2,761,252$629,740$29,988iApproximate average salary by contribution assumption: employee only about $749,690 at 4% or $499,794 at 6%; with 50% employer match about $499,794 at 4% or $333,196 at 6%; with 100% employer match about $374,845 at 4% or $249,897 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-21$1,404,282$243,725$11,606iApproximate average salary by contribution assumption: employee only about $290,149 at 4% or $193,433 at 6%; with 50% employer match about $193,433 at 4% or $128,955 at 6%; with 100% employer match about $145,074 at 4% or $96,716 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-18$1,356,970$386,015$21,445iApproximate average salary by contribution assumption: employee only about $536,132 at 4% or $357,421 at 6%; with 50% employer match about $357,421 at 4% or $238,281 at 6%; with 100% employer match about $268,066 at 4% or $178,711 at 6%.
2008220$1,802,739$466,985$23,349iApproximate average salary by contribution assumption: employee only about $583,731 at 4% or $389,154 at 6%; with 50% employer match about $389,154 at 4% or $259,436 at 6%; with 100% employer match about $291,866 at 4% or $194,577 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-20$970,787$229,045$11,452iApproximate average salary by contribution assumption: employee only about $286,306 at 4% or $190,871 at 6%; with 50% employer match about $190,871 at 4% or $127,247 at 6%; with 100% employer match about $143,153 at 4% or $95,435 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-8$831,952$237,940$29,743iApproximate average salary by contribution assumption: employee only about $743,563 at 4% or $495,708 at 6%; with 50% employer match about $495,708 at 4% or $330,472 at 6%; with 100% employer match about $371,781 at 4% or $247,854 at 6%.
2007212$0$0-
Certified Financial Group Inc. 401K & Profit Sharing Plan-12---
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-8---
2006214$1,137,897$369,524$26,395iApproximate average salary by contribution assumption: employee only about $659,864 at 4% or $439,910 at 6%; with 50% employer match about $439,910 at 4% or $293,273 at 6%; with 100% employer match about $329,932 at 4% or $219,955 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-14$912,297$143,924$10,280iApproximate average salary by contribution assumption: employee only about $257,007 at 4% or $171,338 at 6%; with 50% employer match about $171,338 at 4% or $114,225 at 6%; with 100% employer match about $128,504 at 4% or $85,669 at 6%.
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN-9$225,600$225,600$25,067iApproximate average salary by contribution assumption: employee only about $626,667 at 4% or $417,778 at 6%; with 50% employer match about $417,778 at 4% or $278,519 at 6%; with 100% employer match about $313,333 at 4% or $208,889 at 6%.
2005114$684,298$180,560$12,897iApproximate average salary by contribution assumption: employee only about $322,429 at 4% or $214,952 at 6%; with 50% employer match about $214,952 at 4% or $143,302 at 6%; with 100% employer match about $161,214 at 4% or $107,476 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-14$684,298$180,560$12,897iApproximate average salary by contribution assumption: employee only about $322,429 at 4% or $214,952 at 6%; with 50% employer match about $214,952 at 4% or $143,302 at 6%; with 100% employer match about $161,214 at 4% or $107,476 at 6%.
2004113$478,260$131,095$10,084iApproximate average salary by contribution assumption: employee only about $252,106 at 4% or $168,071 at 6%; with 50% employer match about $168,071 at 4% or $112,047 at 6%; with 100% employer match about $126,053 at 4% or $84,035 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-13$478,260$131,095$10,084iApproximate average salary by contribution assumption: employee only about $252,106 at 4% or $168,071 at 6%; with 50% employer match about $168,071 at 4% or $112,047 at 6%; with 100% employer match about $126,053 at 4% or $84,035 at 6%.
2003112$0$0-
Certified Financial Group Inc. 401K & Profit Sharing Plan-12---
2002114$136,777$125,746$8,982iApproximate average salary by contribution assumption: employee only about $224,546 at 4% or $149,698 at 6%; with 50% employer match about $149,698 at 4% or $99,798 at 6%; with 100% employer match about $112,273 at 4% or $74,849 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-14$136,777$125,746$8,982iApproximate average salary by contribution assumption: employee only about $224,546 at 4% or $149,698 at 6%; with 50% employer match about $149,698 at 4% or $99,798 at 6%; with 100% employer match about $112,273 at 4% or $74,849 at 6%.
2001110$17,671$17,978$1,798iApproximate average salary by contribution assumption: employee only about $44,945 at 4% or $29,963 at 6%; with 50% employer match about $29,963 at 4% or $19,976 at 6%; with 100% employer match about $22,473 at 4% or $14,982 at 6%.
Certified Financial Group Inc. 401K & Profit Sharing Plan-10$17,671$17,978$1,798iApproximate average salary by contribution assumption: employee only about $44,945 at 4% or $29,963 at 6%; with 50% employer match about $29,963 at 4% or $19,976 at 6%; with 100% employer match about $22,473 at 4% or $14,982 at 6%.