Civic Intelligence

Frank Financial Services

Plan context: Frank Financial Services 401K Profit Sharing Plan

EIN 65-1167674 • Carlsbad, CA • 21 filings • 3 plans

2710 Loker Ave West , Suite 230Carlsbad, CA 92010
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,872,001

2024 Contributions

$85,926

Historical Graphs

Total Assets Over Time

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

$1,872,001$936,001$0200320152024YearValue
$1,872,001Latest year 2024

Participants Over Time

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

320200320142024YearValue
3Latest 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
202413$1,872,001$85,926$28,642iApproximate average salary by contribution assumption: employee only about $716,050 at 4% or $477,367 at 6%; with 50% employer match about $477,367 at 4% or $318,244 at 6%; with 100% employer match about $358,025 at 4% or $238,683 at 6%.
Frank Financial Services 401K Profit Sharing Plan-3$1,872,001$85,926$28,642iApproximate average salary by contribution assumption: employee only about $716,050 at 4% or $477,367 at 6%; with 50% employer match about $477,367 at 4% or $318,244 at 6%; with 100% employer match about $358,025 at 4% or $238,683 at 6%.
202313$1,567,750$82,712$27,571iApproximate average salary by contribution assumption: employee only about $689,267 at 4% or $459,511 at 6%; with 50% employer match about $459,511 at 4% or $306,341 at 6%; with 100% employer match about $344,633 at 4% or $229,756 at 6%.
Frank Financial Services 401K Profit Sharing Plan-3$1,567,750$82,712$27,571iApproximate average salary by contribution assumption: employee only about $689,267 at 4% or $459,511 at 6%; with 50% employer match about $459,511 at 4% or $306,341 at 6%; with 100% employer match about $344,633 at 4% or $229,756 at 6%.
202213$1,360,284$76,063$25,354iApproximate average salary by contribution assumption: employee only about $633,858 at 4% or $422,572 at 6%; with 50% employer match about $422,572 at 4% or $281,715 at 6%; with 100% employer match about $316,929 at 4% or $211,286 at 6%.
Frank Financial Services 401K Profit Sharing Plan-3$1,360,284$76,063$25,354iApproximate average salary by contribution assumption: employee only about $633,858 at 4% or $422,572 at 6%; with 50% employer match about $422,572 at 4% or $281,715 at 6%; with 100% employer match about $316,929 at 4% or $211,286 at 6%.
202112$1,576,339$115,500$57,750iApproximate average salary by contribution assumption: employee only about $1,443,750 at 4% or $962,500 at 6%; with 50% employer match about $962,500 at 4% or $641,667 at 6%; with 100% employer match about $721,875 at 4% or $481,250 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$1,576,339$115,500$57,750iApproximate average salary by contribution assumption: employee only about $1,443,750 at 4% or $962,500 at 6%; with 50% employer match about $962,500 at 4% or $641,667 at 6%; with 100% employer match about $721,875 at 4% or $481,250 at 6%.
202012$1,783,118$94,519$47,260iApproximate average salary by contribution assumption: employee only about $1,181,488 at 4% or $787,658 at 6%; with 50% employer match about $787,658 at 4% or $525,106 at 6%; with 100% employer match about $590,744 at 4% or $393,829 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$1,783,118$94,519$47,260iApproximate average salary by contribution assumption: employee only about $1,181,488 at 4% or $787,658 at 6%; with 50% employer match about $787,658 at 4% or $525,106 at 6%; with 100% employer match about $590,744 at 4% or $393,829 at 6%.
201912$1,545,470$92,119$46,060iApproximate average salary by contribution assumption: employee only about $1,151,488 at 4% or $767,658 at 6%; with 50% employer match about $767,658 at 4% or $511,772 at 6%; with 100% employer match about $575,744 at 4% or $383,829 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$1,545,470$92,119$46,060iApproximate average salary by contribution assumption: employee only about $1,151,488 at 4% or $767,658 at 6%; with 50% employer match about $767,658 at 4% or $511,772 at 6%; with 100% employer match about $575,744 at 4% or $383,829 at 6%.
201812$1,224,857$92,332$46,166iApproximate average salary by contribution assumption: employee only about $1,154,150 at 4% or $769,433 at 6%; with 50% employer match about $769,433 at 4% or $512,956 at 6%; with 100% employer match about $577,075 at 4% or $384,717 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$1,224,857$92,332$46,166iApproximate average salary by contribution assumption: employee only about $1,154,150 at 4% or $769,433 at 6%; with 50% employer match about $769,433 at 4% or $512,956 at 6%; with 100% employer match about $577,075 at 4% or $384,717 at 6%.
201712$1,120,622$88,744$44,372iApproximate average salary by contribution assumption: employee only about $1,109,300 at 4% or $739,533 at 6%; with 50% employer match about $739,533 at 4% or $493,022 at 6%; with 100% employer match about $554,650 at 4% or $369,767 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$1,120,622$88,744$44,372iApproximate average salary by contribution assumption: employee only about $1,109,300 at 4% or $739,533 at 6%; with 50% employer match about $739,533 at 4% or $493,022 at 6%; with 100% employer match about $554,650 at 4% or $369,767 at 6%.
201612$855,003$87,643$43,822iApproximate average salary by contribution assumption: employee only about $1,095,538 at 4% or $730,358 at 6%; with 50% employer match about $730,358 at 4% or $486,906 at 6%; with 100% employer match about $547,769 at 4% or $365,179 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$855,003$87,643$43,822iApproximate average salary by contribution assumption: employee only about $1,095,538 at 4% or $730,358 at 6%; with 50% employer match about $730,358 at 4% or $486,906 at 6%; with 100% employer match about $547,769 at 4% or $365,179 at 6%.
201512$737,244$87,553$43,777iApproximate average salary by contribution assumption: employee only about $1,094,413 at 4% or $729,608 at 6%; with 50% employer match about $729,608 at 4% or $486,406 at 6%; with 100% employer match about $547,206 at 4% or $364,804 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$737,244$87,553$43,777iApproximate average salary by contribution assumption: employee only about $1,094,413 at 4% or $729,608 at 6%; with 50% employer match about $729,608 at 4% or $486,406 at 6%; with 100% employer match about $547,206 at 4% or $364,804 at 6%.
201412$676,359$84,966$42,483iApproximate average salary by contribution assumption: employee only about $1,062,075 at 4% or $708,050 at 6%; with 50% employer match about $708,050 at 4% or $472,033 at 6%; with 100% employer match about $531,038 at 4% or $354,025 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$676,359$84,966$42,483iApproximate average salary by contribution assumption: employee only about $1,062,075 at 4% or $708,050 at 6%; with 50% employer match about $708,050 at 4% or $472,033 at 6%; with 100% employer match about $531,038 at 4% or $354,025 at 6%.
201312$612,187$73,490$36,745iApproximate average salary by contribution assumption: employee only about $918,625 at 4% or $612,417 at 6%; with 50% employer match about $612,417 at 4% or $408,278 at 6%; with 100% employer match about $459,313 at 4% or $306,208 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$612,187$73,490$36,745iApproximate average salary by contribution assumption: employee only about $918,625 at 4% or $612,417 at 6%; with 50% employer match about $612,417 at 4% or $408,278 at 6%; with 100% employer match about $459,313 at 4% or $306,208 at 6%.
201212$500,952$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$500,952$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201112$433,964$48,882$24,441iApproximate average salary by contribution assumption: employee only about $611,025 at 4% or $407,350 at 6%; with 50% employer match about $407,350 at 4% or $271,567 at 6%; with 100% employer match about $305,513 at 4% or $203,675 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$433,964$48,882$24,441iApproximate average salary by contribution assumption: employee only about $611,025 at 4% or $407,350 at 6%; with 50% employer match about $407,350 at 4% or $271,567 at 6%; with 100% employer match about $305,513 at 4% or $203,675 at 6%.
201013$372,646$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Frank Financial Services 401K Profit Sharing Plan-3$372,646$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
200813$288,694$21,804$7,268iApproximate average salary by contribution assumption: employee only about $181,700 at 4% or $121,133 at 6%; with 50% employer match about $121,133 at 4% or $80,756 at 6%; with 100% employer match about $90,850 at 4% or $60,567 at 6%.
Frank Financial Services 401K Profit Sharing Plan-3$288,694$21,804$7,268iApproximate average salary by contribution assumption: employee only about $181,700 at 4% or $121,133 at 6%; with 50% employer match about $121,133 at 4% or $80,756 at 6%; with 100% employer match about $90,850 at 4% or $60,567 at 6%.
200713$0$0-
Frank Financial Services 401K Profit Sharing Plan-3---
200612$333,618$43,003$21,502iApproximate average salary by contribution assumption: employee only about $537,538 at 4% or $358,358 at 6%; with 50% employer match about $358,358 at 4% or $238,906 at 6%; with 100% employer match about $268,769 at 4% or $179,179 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$333,618$43,003$21,502iApproximate average salary by contribution assumption: employee only about $537,538 at 4% or $358,358 at 6%; with 50% employer match about $358,358 at 4% or $238,906 at 6%; with 100% employer match about $268,769 at 4% or $179,179 at 6%.
200512$378,434$151,458$75,729iApproximate average salary by contribution assumption: employee only about $1,893,225 at 4% or $1,262,150 at 6%; with 50% employer match about $1,262,150 at 4% or $841,433 at 6%; with 100% employer match about $946,613 at 4% or $631,075 at 6%.
Frank Financial Services 401K Profit Sharing Plan-2$378,434$151,458$75,729iApproximate average salary by contribution assumption: employee only about $1,893,225 at 4% or $1,262,150 at 6%; with 50% employer match about $1,262,150 at 4% or $841,433 at 6%; with 100% employer match about $946,613 at 4% or $631,075 at 6%.
200413$213,573$19,619$6,540iApproximate average salary by contribution assumption: employee only about $163,492 at 4% or $108,994 at 6%; with 50% employer match about $108,994 at 4% or $72,663 at 6%; with 100% employer match about $81,746 at 4% or $54,497 at 6%.
Frank Financial Services 401K Profit Sharing Plan-3$213,573$19,619$6,540iApproximate average salary by contribution assumption: employee only about $163,492 at 4% or $108,994 at 6%; with 50% employer match about $108,994 at 4% or $72,663 at 6%; with 100% employer match about $81,746 at 4% or $54,497 at 6%.
200313$168,807$168,903$56,301iApproximate average salary by contribution assumption: employee only about $1,407,525 at 4% or $938,350 at 6%; with 50% employer match about $938,350 at 4% or $625,567 at 6%; with 100% employer match about $703,763 at 4% or $469,175 at 6%.
Frank Financial Services 401K Profit Sharing Plan-3$168,807$168,903$56,301iApproximate average salary by contribution assumption: employee only about $1,407,525 at 4% or $938,350 at 6%; with 50% employer match about $938,350 at 4% or $625,567 at 6%; with 100% employer match about $703,763 at 4% or $469,175 at 6%.