Civic Intelligence

Financial Decisions

Plan context: Financial Decisions 401K Profit Sharing Plan and Trust

EIN 68-0236865 • Stockton, CA • 33 filings • 4 plans

5345 North El Dorado, Suite 18Stockton, CA 95207
Current Snapshot

Latest Year

2020

2020 Participants

18

2020 Assets

$2,864,573

2020 Contributions

$162,082

Historical Graphs

Total Assets Over Time

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

$2,864,573$1,432,287$0199920102020YearValue
$2,864,573Latest year 2020

Participants Over Time

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

19100199920102020YearValue
18Latest year 2020

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
2020118$2,864,573$162,082$9,005iApproximate average salary by contribution assumption: employee only about $225,114 at 4% or $150,076 at 6%; with 50% employer match about $150,076 at 4% or $100,051 at 6%; with 100% employer match about $112,557 at 4% or $75,038 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-18$2,864,573$162,082$9,005iApproximate average salary by contribution assumption: employee only about $225,114 at 4% or $150,076 at 6%; with 50% employer match about $150,076 at 4% or $100,051 at 6%; with 100% employer match about $112,557 at 4% or $75,038 at 6%.
2019119$2,681,970$404,031$21,265iApproximate average salary by contribution assumption: employee only about $531,620 at 4% or $354,413 at 6%; with 50% employer match about $354,413 at 4% or $236,275 at 6%; with 100% employer match about $265,810 at 4% or $177,207 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-19$2,681,970$404,031$21,265iApproximate average salary by contribution assumption: employee only about $531,620 at 4% or $354,413 at 6%; with 50% employer match about $354,413 at 4% or $236,275 at 6%; with 100% employer match about $265,810 at 4% or $177,207 at 6%.
2018114$1,934,814$206,000$14,714iApproximate average salary by contribution assumption: employee only about $367,857 at 4% or $245,238 at 6%; with 50% employer match about $245,238 at 4% or $163,492 at 6%; with 100% employer match about $183,929 at 4% or $122,619 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-14$1,934,814$206,000$14,714iApproximate average salary by contribution assumption: employee only about $367,857 at 4% or $245,238 at 6%; with 50% employer match about $245,238 at 4% or $163,492 at 6%; with 100% employer match about $183,929 at 4% or $122,619 at 6%.
2017116$1,898,971$156,078$9,755iApproximate average salary by contribution assumption: employee only about $243,872 at 4% or $162,581 at 6%; with 50% employer match about $162,581 at 4% or $108,388 at 6%; with 100% employer match about $121,936 at 4% or $81,291 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-16$1,898,971$156,078$9,755iApproximate average salary by contribution assumption: employee only about $243,872 at 4% or $162,581 at 6%; with 50% employer match about $162,581 at 4% or $108,388 at 6%; with 100% employer match about $121,936 at 4% or $81,291 at 6%.
2016114$1,587,057$188,202$13,443iApproximate average salary by contribution assumption: employee only about $336,075 at 4% or $224,050 at 6%; with 50% employer match about $224,050 at 4% or $149,367 at 6%; with 100% employer match about $168,038 at 4% or $112,025 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-14$1,587,057$188,202$13,443iApproximate average salary by contribution assumption: employee only about $336,075 at 4% or $224,050 at 6%; with 50% employer match about $224,050 at 4% or $149,367 at 6%; with 100% employer match about $168,038 at 4% or $112,025 at 6%.
2015116$1,320,859$150,117$9,382iApproximate average salary by contribution assumption: employee only about $234,558 at 4% or $156,372 at 6%; with 50% employer match about $156,372 at 4% or $104,248 at 6%; with 100% employer match about $117,279 at 4% or $78,186 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-16$1,320,859$150,117$9,382iApproximate average salary by contribution assumption: employee only about $234,558 at 4% or $156,372 at 6%; with 50% employer match about $156,372 at 4% or $104,248 at 6%; with 100% employer match about $117,279 at 4% or $78,186 at 6%.
2014112$1,216,753$156,646$13,054iApproximate average salary by contribution assumption: employee only about $326,346 at 4% or $217,564 at 6%; with 50% employer match about $217,564 at 4% or $145,043 at 6%; with 100% employer match about $163,173 at 4% or $108,782 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-12$1,216,753$156,646$13,054iApproximate average salary by contribution assumption: employee only about $326,346 at 4% or $217,564 at 6%; with 50% employer match about $217,564 at 4% or $145,043 at 6%; with 100% employer match about $163,173 at 4% or $108,782 at 6%.
2013110$1,205,158$36,207$3,621iApproximate average salary by contribution assumption: employee only about $90,518 at 4% or $60,345 at 6%; with 50% employer match about $60,345 at 4% or $40,230 at 6%; with 100% employer match about $45,259 at 4% or $30,173 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-10$1,205,158$36,207$3,621iApproximate average salary by contribution assumption: employee only about $90,518 at 4% or $60,345 at 6%; with 50% employer match about $60,345 at 4% or $40,230 at 6%; with 100% employer match about $45,259 at 4% or $30,173 at 6%.
2012113$1,291,588$91,416$7,032iApproximate average salary by contribution assumption: employee only about $175,800 at 4% or $117,200 at 6%; with 50% employer match about $117,200 at 4% or $78,133 at 6%; with 100% employer match about $87,900 at 4% or $58,600 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-13$1,291,588$91,416$7,032iApproximate average salary by contribution assumption: employee only about $175,800 at 4% or $117,200 at 6%; with 50% employer match about $117,200 at 4% or $78,133 at 6%; with 100% employer match about $87,900 at 4% or $58,600 at 6%.
2011111$1,093,903$565,670$51,425iApproximate average salary by contribution assumption: employee only about $1,285,614 at 4% or $857,076 at 6%; with 50% employer match about $857,076 at 4% or $571,384 at 6%; with 100% employer match about $642,807 at 4% or $428,538 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-11$1,093,903$565,670$51,425iApproximate average salary by contribution assumption: employee only about $1,285,614 at 4% or $857,076 at 6%; with 50% employer match about $857,076 at 4% or $571,384 at 6%; with 100% employer match about $642,807 at 4% or $428,538 at 6%.
2010215$652,045$71,701$4,780iApproximate average salary by contribution assumption: employee only about $119,502 at 4% or $79,668 at 6%; with 50% employer match about $79,668 at 4% or $53,112 at 6%; with 100% employer match about $59,751 at 4% or $39,834 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-15$652,045$71,701$4,780iApproximate average salary by contribution assumption: employee only about $119,502 at 4% or $79,668 at 6%; with 50% employer match about $79,668 at 4% or $53,112 at 6%; with 100% employer match about $59,751 at 4% or $39,834 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-0$0$0-
2009216$1,419,415$63,510$3,969iApproximate average salary by contribution assumption: employee only about $99,234 at 4% or $66,156 at 6%; with 50% employer match about $66,156 at 4% or $44,104 at 6%; with 100% employer match about $49,617 at 4% or $33,078 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-12$812,221$63,510$5,293iApproximate average salary by contribution assumption: employee only about $132,313 at 4% or $88,208 at 6%; with 50% employer match about $88,208 at 4% or $58,806 at 6%; with 100% employer match about $66,156 at 4% or $44,104 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-16$607,194$0-
2008210$1,320,180$118,853$11,885iApproximate average salary by contribution assumption: employee only about $297,133 at 4% or $198,088 at 6%; with 50% employer match about $198,088 at 4% or $132,059 at 6%; with 100% employer match about $148,566 at 4% or $99,044 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-10$697,417$62,320$6,232iApproximate average salary by contribution assumption: employee only about $155,800 at 4% or $103,867 at 6%; with 50% employer match about $103,867 at 4% or $69,244 at 6%; with 100% employer match about $77,900 at 4% or $51,933 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-9$622,763$56,533$6,281iApproximate average salary by contribution assumption: employee only about $157,036 at 4% or $104,691 at 6%; with 50% employer match about $104,691 at 4% or $69,794 at 6%; with 100% employer match about $78,518 at 4% or $52,345 at 6%.
2007211$913,985$184,809$16,801iApproximate average salary by contribution assumption: employee only about $420,020 at 4% or $280,014 at 6%; with 50% employer match about $280,014 at 4% or $186,676 at 6%; with 100% employer match about $210,010 at 4% or $140,007 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-11$913,985$184,809$16,801iApproximate average salary by contribution assumption: employee only about $420,020 at 4% or $280,014 at 6%; with 50% employer match about $280,014 at 4% or $186,676 at 6%; with 100% employer match about $210,010 at 4% or $140,007 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-9---
2006210$1,385,901$92,416$9,242iApproximate average salary by contribution assumption: employee only about $231,040 at 4% or $154,027 at 6%; with 50% employer match about $154,027 at 4% or $102,684 at 6%; with 100% employer match about $115,520 at 4% or $77,013 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-10$719,341$92,416$9,242iApproximate average salary by contribution assumption: employee only about $231,040 at 4% or $154,027 at 6%; with 50% employer match about $154,027 at 4% or $102,684 at 6%; with 100% employer match about $115,520 at 4% or $77,013 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-10$666,560--
2005211$1,177,456$190,098$17,282iApproximate average salary by contribution assumption: employee only about $432,041 at 4% or $288,027 at 6%; with 50% employer match about $288,027 at 4% or $192,018 at 6%; with 100% employer match about $216,020 at 4% or $144,014 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-11$612,223--
Financial Decisions 401K Profit Sharing Plan and Trust-11$565,233$190,098$17,282iApproximate average salary by contribution assumption: employee only about $432,041 at 4% or $288,027 at 6%; with 50% employer match about $288,027 at 4% or $192,018 at 6%; with 100% employer match about $216,020 at 4% or $144,014 at 6%.
2004212$888,054$191,263$15,939iApproximate average salary by contribution assumption: employee only about $398,465 at 4% or $265,643 at 6%; with 50% employer match about $265,643 at 4% or $177,095 at 6%; with 100% employer match about $199,232 at 4% or $132,822 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-12$567,138$118,921$9,910iApproximate average salary by contribution assumption: employee only about $247,752 at 4% or $165,168 at 6%; with 50% employer match about $165,168 at 4% or $110,112 at 6%; with 100% employer match about $123,876 at 4% or $82,584 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-11$320,916$72,342$6,577iApproximate average salary by contribution assumption: employee only about $164,414 at 4% or $109,609 at 6%; with 50% employer match about $109,609 at 4% or $73,073 at 6%; with 100% employer match about $82,207 at 4% or $54,805 at 6%.
2003211$662,284$225,589$20,508iApproximate average salary by contribution assumption: employee only about $512,702 at 4% or $341,802 at 6%; with 50% employer match about $341,802 at 4% or $227,868 at 6%; with 100% employer match about $256,351 at 4% or $170,901 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-11$413,626$111,777$10,162iApproximate average salary by contribution assumption: employee only about $254,039 at 4% or $169,359 at 6%; with 50% employer match about $169,359 at 4% or $112,906 at 6%; with 100% employer match about $127,019 at 4% or $84,680 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-11$248,658$113,812$10,347iApproximate average salary by contribution assumption: employee only about $258,664 at 4% or $172,442 at 6%; with 50% employer match about $172,442 at 4% or $114,962 at 6%; with 100% employer match about $129,332 at 4% or $86,221 at 6%.
2002211$114,761$29,836$2,712iApproximate average salary by contribution assumption: employee only about $67,809 at 4% or $45,206 at 6%; with 50% employer match about $45,206 at 4% or $30,137 at 6%; with 100% employer match about $33,905 at 4% or $22,603 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-11$114,761$29,836$2,712iApproximate average salary by contribution assumption: employee only about $67,809 at 4% or $45,206 at 6%; with 50% employer match about $45,206 at 4% or $30,137 at 6%; with 100% employer match about $33,905 at 4% or $22,603 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-11---
200129$0$0-
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-9---
Financial Decisions 401K Profit Sharing Plan and Trust-9---
2000210$167,888$114,876$11,488iApproximate average salary by contribution assumption: employee only about $287,190 at 4% or $191,460 at 6%; with 50% employer match about $191,460 at 4% or $127,640 at 6%; with 100% employer match about $143,595 at 4% or $95,730 at 6%.
FINANCIAL DECISIONS DEFINED BENEFIT TRUST-10$85,969$85,969$8,597iApproximate average salary by contribution assumption: employee only about $214,923 at 4% or $143,282 at 6%; with 50% employer match about $143,282 at 4% or $95,521 at 6%; with 100% employer match about $107,461 at 4% or $71,641 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-10$81,919$28,907$2,891iApproximate average salary by contribution assumption: employee only about $72,268 at 4% or $48,178 at 6%; with 50% employer match about $48,178 at 4% or $32,119 at 6%; with 100% employer match about $36,134 at 4% or $24,089 at 6%.
199918$62,991$46,802$5,850iApproximate average salary by contribution assumption: employee only about $146,256 at 4% or $97,504 at 6%; with 50% employer match about $97,504 at 4% or $65,003 at 6%; with 100% employer match about $73,128 at 4% or $48,752 at 6%.
Financial Decisions 401K Profit Sharing Plan and Trust-8$62,991$46,802$5,850iApproximate average salary by contribution assumption: employee only about $146,256 at 4% or $97,504 at 6%; with 50% employer match about $97,504 at 4% or $65,003 at 6%; with 100% employer match about $73,128 at 4% or $48,752 at 6%.