Civic Intelligence

SENIOR HOMEOWNERS FINANCIAL SERVICES, INC.

Plan context: GEO-CORP, INC. 401(K) PLAN

EIN 65-0738229 • Monterey Park, CA • 6 filings • 3 plans

901 Corporate Center Dr. Ste. #401Monterey Park, CA 91754
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$522,873

2025 Contributions

$146,619

Historical Graphs

Total Assets Over Time

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

$522,873$261,437$0200020232025YearValue
$522,873Latest year 2025

Participants Over Time

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

24120200020232025YearValue
24Latest 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
2025124$522,873$146,619$6,109iApproximate average salary by contribution assumption: employee only about $152,728 at 4% or $101,819 at 6%; with 50% employer match about $101,819 at 4% or $67,879 at 6%; with 100% employer match about $76,364 at 4% or $50,909 at 6%.
GEO-CORP, INC. 401(K) PLAN-24$522,873$146,619$6,109iApproximate average salary by contribution assumption: employee only about $152,728 at 4% or $101,819 at 6%; with 50% employer match about $101,819 at 4% or $67,879 at 6%; with 100% employer match about $76,364 at 4% or $50,909 at 6%.
2024114$316,879$114,195$8,157iApproximate average salary by contribution assumption: employee only about $203,920 at 4% or $135,946 at 6%; with 50% employer match about $135,946 at 4% or $90,631 at 6%; with 100% employer match about $101,960 at 4% or $67,973 at 6%.
GEO-CORP, INC. 401(K) PLAN-14$316,879$114,195$8,157iApproximate average salary by contribution assumption: employee only about $203,920 at 4% or $135,946 at 6%; with 50% employer match about $135,946 at 4% or $90,631 at 6%; with 100% employer match about $101,960 at 4% or $67,973 at 6%.
2023114$217,353$92,014$6,572iApproximate average salary by contribution assumption: employee only about $164,311 at 4% or $109,540 at 6%; with 50% employer match about $109,540 at 4% or $73,027 at 6%; with 100% employer match about $82,155 at 4% or $54,770 at 6%.
GEO-CORP, INC. 401(K) PLAN-14$217,353$92,014$6,572iApproximate average salary by contribution assumption: employee only about $164,311 at 4% or $109,540 at 6%; with 50% employer match about $109,540 at 4% or $73,027 at 6%; with 100% employer match about $82,155 at 4% or $54,770 at 6%.
2022114$98,821$103,484$7,392iApproximate average salary by contribution assumption: employee only about $184,793 at 4% or $123,195 at 6%; with 50% employer match about $123,195 at 4% or $82,130 at 6%; with 100% employer match about $92,396 at 4% or $61,598 at 6%.
GEO-CORP, INC. 401(K) PLAN-14$98,821$103,484$7,392iApproximate average salary by contribution assumption: employee only about $184,793 at 4% or $123,195 at 6%; with 50% employer match about $123,195 at 4% or $82,130 at 6%; with 100% employer match about $92,396 at 4% or $61,598 at 6%.
200110$0$0-
SENIOR HOMEOWNERS FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN-0---
2000120$69,535$82,495$4,125iApproximate average salary by contribution assumption: employee only about $103,119 at 4% or $68,746 at 6%; with 50% employer match about $68,746 at 4% or $45,831 at 6%; with 100% employer match about $51,559 at 4% or $34,373 at 6%.
SENIOR HOMEOWNERS FINANCIAL SERVICES INC 401K PROFIT SHARING PLAN-20$69,535$82,495$4,125iApproximate average salary by contribution assumption: employee only about $103,119 at 4% or $68,746 at 6%; with 50% employer match about $68,746 at 4% or $45,831 at 6%; with 100% employer match about $51,559 at 4% or $34,373 at 6%.