Civic Intelligence

Executive Financial Services Inc.

Plan context: Executive Financial Services Inc. 401K Profit Sharing Plan

EIN 62-1128390 • Memphis, TN • 26 filings • 4 plans

3350 Players Club PkwySte 330Memphis, TN 38125
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,981,290

2024 Contributions

$135,067

Historical Graphs

Total Assets Over Time

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

$1,981,290$990,645$0199920132024YearValue
$1,981,290Latest year 2024

Participants Over Time

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

630199920122024YearValue
5Latest 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
202415$1,981,290$135,067$27,013iApproximate average salary by contribution assumption: employee only about $675,335 at 4% or $450,223 at 6%; with 50% employer match about $450,223 at 4% or $300,149 at 6%; with 100% employer match about $337,668 at 4% or $225,112 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,981,290$135,067$27,013iApproximate average salary by contribution assumption: employee only about $675,335 at 4% or $450,223 at 6%; with 50% employer match about $450,223 at 4% or $300,149 at 6%; with 100% employer match about $337,668 at 4% or $225,112 at 6%.
202315$1,771,687$39,007$7,801iApproximate average salary by contribution assumption: employee only about $195,035 at 4% or $130,023 at 6%; with 50% employer match about $130,023 at 4% or $86,682 at 6%; with 100% employer match about $97,518 at 4% or $65,012 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,771,687$39,007$7,801iApproximate average salary by contribution assumption: employee only about $195,035 at 4% or $130,023 at 6%; with 50% employer match about $130,023 at 4% or $86,682 at 6%; with 100% employer match about $97,518 at 4% or $65,012 at 6%.
202215$1,629,189$117,964$23,593iApproximate average salary by contribution assumption: employee only about $589,820 at 4% or $393,213 at 6%; with 50% employer match about $393,213 at 4% or $262,142 at 6%; with 100% employer match about $294,910 at 4% or $196,607 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,629,189$117,964$23,593iApproximate average salary by contribution assumption: employee only about $589,820 at 4% or $393,213 at 6%; with 50% employer match about $393,213 at 4% or $262,142 at 6%; with 100% employer match about $294,910 at 4% or $196,607 at 6%.
202115$1,714,344$90,117$18,023iApproximate average salary by contribution assumption: employee only about $450,585 at 4% or $300,390 at 6%; with 50% employer match about $300,390 at 4% or $200,260 at 6%; with 100% employer match about $225,293 at 4% or $150,195 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,714,344$90,117$18,023iApproximate average salary by contribution assumption: employee only about $450,585 at 4% or $300,390 at 6%; with 50% employer match about $300,390 at 4% or $200,260 at 6%; with 100% employer match about $225,293 at 4% or $150,195 at 6%.
202015$1,554,879$81,605$16,321iApproximate average salary by contribution assumption: employee only about $408,025 at 4% or $272,017 at 6%; with 50% employer match about $272,017 at 4% or $181,344 at 6%; with 100% employer match about $204,013 at 4% or $136,008 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,554,879$81,605$16,321iApproximate average salary by contribution assumption: employee only about $408,025 at 4% or $272,017 at 6%; with 50% employer match about $272,017 at 4% or $181,344 at 6%; with 100% employer match about $204,013 at 4% or $136,008 at 6%.
201915$1,367,828$82,061$16,412iApproximate average salary by contribution assumption: employee only about $410,305 at 4% or $273,537 at 6%; with 50% employer match about $273,537 at 4% or $182,358 at 6%; with 100% employer match about $205,153 at 4% or $136,768 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,367,828$82,061$16,412iApproximate average salary by contribution assumption: employee only about $410,305 at 4% or $273,537 at 6%; with 50% employer match about $273,537 at 4% or $182,358 at 6%; with 100% employer match about $205,153 at 4% or $136,768 at 6%.
201815$1,224,821$59,136$11,827iApproximate average salary by contribution assumption: employee only about $295,680 at 4% or $197,120 at 6%; with 50% employer match about $197,120 at 4% or $131,413 at 6%; with 100% employer match about $147,840 at 4% or $98,560 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,224,821$59,136$11,827iApproximate average salary by contribution assumption: employee only about $295,680 at 4% or $197,120 at 6%; with 50% employer match about $197,120 at 4% or $131,413 at 6%; with 100% employer match about $147,840 at 4% or $98,560 at 6%.
201715$1,169,010$76,404$15,281iApproximate average salary by contribution assumption: employee only about $382,020 at 4% or $254,680 at 6%; with 50% employer match about $254,680 at 4% or $169,787 at 6%; with 100% employer match about $191,010 at 4% or $127,340 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,169,010$76,404$15,281iApproximate average salary by contribution assumption: employee only about $382,020 at 4% or $254,680 at 6%; with 50% employer match about $254,680 at 4% or $169,787 at 6%; with 100% employer match about $191,010 at 4% or $127,340 at 6%.
201615$1,035,761$26,682$5,336iApproximate average salary by contribution assumption: employee only about $133,410 at 4% or $88,940 at 6%; with 50% employer match about $88,940 at 4% or $59,293 at 6%; with 100% employer match about $66,705 at 4% or $44,470 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,035,761$26,682$5,336iApproximate average salary by contribution assumption: employee only about $133,410 at 4% or $88,940 at 6%; with 50% employer match about $88,940 at 4% or $59,293 at 6%; with 100% employer match about $66,705 at 4% or $44,470 at 6%.
201515$1,097,614$46,424$9,285iApproximate average salary by contribution assumption: employee only about $232,120 at 4% or $154,747 at 6%; with 50% employer match about $154,747 at 4% or $103,164 at 6%; with 100% employer match about $116,060 at 4% or $77,373 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$1,097,614$46,424$9,285iApproximate average salary by contribution assumption: employee only about $232,120 at 4% or $154,747 at 6%; with 50% employer match about $154,747 at 4% or $103,164 at 6%; with 100% employer match about $116,060 at 4% or $77,373 at 6%.
201414$1,151,398$40,823$10,206iApproximate average salary by contribution assumption: employee only about $255,144 at 4% or $170,096 at 6%; with 50% employer match about $170,096 at 4% or $113,397 at 6%; with 100% employer match about $127,572 at 4% or $85,048 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-4$1,151,398$40,823$10,206iApproximate average salary by contribution assumption: employee only about $255,144 at 4% or $170,096 at 6%; with 50% employer match about $170,096 at 4% or $113,397 at 6%; with 100% employer match about $127,572 at 4% or $85,048 at 6%.
201314$1,112,464$9,191$2,298iApproximate average salary by contribution assumption: employee only about $57,444 at 4% or $38,296 at 6%; with 50% employer match about $38,296 at 4% or $25,531 at 6%; with 100% employer match about $28,722 at 4% or $19,148 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-4$1,112,464$9,191$2,298iApproximate average salary by contribution assumption: employee only about $57,444 at 4% or $38,296 at 6%; with 50% employer match about $38,296 at 4% or $25,531 at 6%; with 100% employer match about $28,722 at 4% or $19,148 at 6%.
201214$980,091$36,639$9,160iApproximate average salary by contribution assumption: employee only about $228,994 at 4% or $152,663 at 6%; with 50% employer match about $152,663 at 4% or $101,775 at 6%; with 100% employer match about $114,497 at 4% or $76,331 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-4$980,091$36,639$9,160iApproximate average salary by contribution assumption: employee only about $228,994 at 4% or $152,663 at 6%; with 50% employer match about $152,663 at 4% or $101,775 at 6%; with 100% employer match about $114,497 at 4% or $76,331 at 6%.
201113$942,309$22,642$7,547iApproximate average salary by contribution assumption: employee only about $188,683 at 4% or $125,789 at 6%; with 50% employer match about $125,789 at 4% or $83,859 at 6%; with 100% employer match about $94,342 at 4% or $62,894 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-3$942,309$22,642$7,547iApproximate average salary by contribution assumption: employee only about $188,683 at 4% or $125,789 at 6%; with 50% employer match about $125,789 at 4% or $83,859 at 6%; with 100% employer match about $94,342 at 4% or $62,894 at 6%.
201014$1,267,865$2,010$503iApproximate average salary by contribution assumption: employee only about $12,563 at 4% or $8,375 at 6%; with 50% employer match about $8,375 at 4% or $5,583 at 6%; with 100% employer match about $6,281 at 4% or $4,188 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-4$1,267,865$2,010$503iApproximate average salary by contribution assumption: employee only about $12,563 at 4% or $8,375 at 6%; with 50% employer match about $8,375 at 4% or $5,583 at 6%; with 100% employer match about $6,281 at 4% or $4,188 at 6%.
200914$1,160,708$1,080$270iApproximate average salary by contribution assumption: employee only about $6,750 at 4% or $4,500 at 6%; with 50% employer match about $4,500 at 4% or $3,000 at 6%; with 100% employer match about $3,375 at 4% or $2,250 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-4$1,160,708$1,080$270iApproximate average salary by contribution assumption: employee only about $6,750 at 4% or $4,500 at 6%; with 50% employer match about $4,500 at 4% or $3,000 at 6%; with 100% employer match about $3,375 at 4% or $2,250 at 6%.
200813$981,927$35,081$11,694iApproximate average salary by contribution assumption: employee only about $292,342 at 4% or $194,894 at 6%; with 50% employer match about $194,894 at 4% or $129,930 at 6%; with 100% employer match about $146,171 at 4% or $97,447 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-3$981,927$35,081$11,694iApproximate average salary by contribution assumption: employee only about $292,342 at 4% or $194,894 at 6%; with 50% employer match about $194,894 at 4% or $129,930 at 6%; with 100% employer match about $146,171 at 4% or $97,447 at 6%.
200713$0$0-
Executive Financial Services Inc. 401K Profit Sharing Plan-3---
200614$990,061$59,648$14,912iApproximate average salary by contribution assumption: employee only about $372,800 at 4% or $248,533 at 6%; with 50% employer match about $248,533 at 4% or $165,689 at 6%; with 100% employer match about $186,400 at 4% or $124,267 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-4$990,061$59,648$14,912iApproximate average salary by contribution assumption: employee only about $372,800 at 4% or $248,533 at 6%; with 50% employer match about $248,533 at 4% or $165,689 at 6%; with 100% employer match about $186,400 at 4% or $124,267 at 6%.
200515$868,790$52,978$10,596iApproximate average salary by contribution assumption: employee only about $264,890 at 4% or $176,593 at 6%; with 50% employer match about $176,593 at 4% or $117,729 at 6%; with 100% employer match about $132,445 at 4% or $88,297 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-5$868,790$52,978$10,596iApproximate average salary by contribution assumption: employee only about $264,890 at 4% or $176,593 at 6%; with 50% employer match about $176,593 at 4% or $117,729 at 6%; with 100% employer match about $132,445 at 4% or $88,297 at 6%.
200413$769,761$405,170$135,057iApproximate average salary by contribution assumption: employee only about $3,376,417 at 4% or $2,250,944 at 6%; with 50% employer match about $2,250,944 at 4% or $1,500,630 at 6%; with 100% employer match about $1,688,208 at 4% or $1,125,472 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-3$769,761$405,170$135,057iApproximate average salary by contribution assumption: employee only about $3,376,417 at 4% or $2,250,944 at 6%; with 50% employer match about $2,250,944 at 4% or $1,500,630 at 6%; with 100% employer match about $1,688,208 at 4% or $1,125,472 at 6%.
200316$284,963$55,666$9,278iApproximate average salary by contribution assumption: employee only about $231,942 at 4% or $154,628 at 6%; with 50% employer match about $154,628 at 4% or $103,085 at 6%; with 100% employer match about $115,971 at 4% or $77,314 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-6$284,963$55,666$9,278iApproximate average salary by contribution assumption: employee only about $231,942 at 4% or $154,628 at 6%; with 50% employer match about $154,628 at 4% or $103,085 at 6%; with 100% employer match about $115,971 at 4% or $77,314 at 6%.
200216$170,177$53,268$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-6$170,177$53,268$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.
200115$0$0-
Executive Financial Services Inc. 401K Profit Sharing Plan-5---
200015$0$0-
Executive Financial Services Inc. 401K Profit Sharing Plan-5---
199913$109,561$23,803$7,934iApproximate average salary by contribution assumption: employee only about $198,358 at 4% or $132,239 at 6%; with 50% employer match about $132,239 at 4% or $88,159 at 6%; with 100% employer match about $99,179 at 4% or $66,119 at 6%.
Executive Financial Services Inc. 401K Profit Sharing Plan-3$109,561$23,803$7,934iApproximate average salary by contribution assumption: employee only about $198,358 at 4% or $132,239 at 6%; with 50% employer match about $132,239 at 4% or $88,159 at 6%; with 100% employer match about $99,179 at 4% or $66,119 at 6%.