Core Financial Holdings LLC
Plan context: CORE FINANCIAL GROUP 401(K) PLAN
EIN 68-0657046 • Bethesda, MD • 8 filings • 3 plans
Current Snapshot
Latest Year
2012
2012 Participants
3
2012 Assets
$72
2012 Contributions
$34,889
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| CORE FINANCIAL GROUP 401(K) PLAN | - | 0 | $0 | - | - |
| 2011 | 1 | 3 | $72 | $34,889 | $11,630iApproximate average salary by contribution assumption: employee only about $290,742 at 4% or $193,828 at 6%; with 50% employer match about $193,828 at 4% or $129,219 at 6%; with 100% employer match about $145,371 at 4% or $96,914 at 6%. |
| CORE FINANCIAL GROUP 401(K) PLAN | - | 3 | $72 | $34,889 | $11,630iApproximate average salary by contribution assumption: employee only about $290,742 at 4% or $193,828 at 6%; with 50% employer match about $193,828 at 4% or $129,219 at 6%; with 100% employer match about $145,371 at 4% or $96,914 at 6%. |
| 2010 | 2 | 40 | $1,958,210 | $1,069,860 | $26,747iApproximate average salary by contribution assumption: employee only about $668,663 at 4% or $445,775 at 6%; with 50% employer match about $445,775 at 4% or $297,183 at 6%; with 100% employer match about $334,331 at 4% or $222,888 at 6%. |
| Core Financial Group 401(K) Plan | - | 40 | $979,105 | $534,930 | $13,373iApproximate average salary by contribution assumption: employee only about $334,331 at 4% or $222,888 at 6%; with 50% employer match about $222,888 at 4% or $148,592 at 6%; with 100% employer match about $167,166 at 4% or $111,444 at 6%. |
| CORE FINANCIAL GROUP 401(K) PLAN | - | 40 | $979,105 | $534,930 | $13,373iApproximate average salary by contribution assumption: employee only about $334,331 at 4% or $222,888 at 6%; with 50% employer match about $222,888 at 4% or $148,592 at 6%; with 100% employer match about $167,166 at 4% or $111,444 at 6%. |
| 2009 | 3 | 26 | $808,770 | $579,058 | $22,271iApproximate average salary by contribution assumption: employee only about $556,787 at 4% or $371,191 at 6%; with 50% employer match about $371,191 at 4% or $247,461 at 6%; with 100% employer match about $278,393 at 4% or $185,596 at 6%. |
| Core Financial Group 401(K) Plan | - | 26 | $404,385 | $176,271 | $6,780iApproximate average salary by contribution assumption: employee only about $169,491 at 4% or $112,994 at 6%; with 50% employer match about $112,994 at 4% or $75,329 at 6%; with 100% employer match about $84,746 at 4% or $56,497 at 6%. |
| CORE FINANCIAL GROUP 401(K) PLAN | - | 26 | $404,385 | $176,271 | $6,780iApproximate average salary by contribution assumption: employee only about $169,491 at 4% or $112,994 at 6%; with 50% employer match about $112,994 at 4% or $75,329 at 6%; with 100% employer match about $84,746 at 4% or $56,497 at 6%. |
| Core Financial Group 401(K) Plan | - | 0 | $0 | $226,516 | - |
| 2008 | 1 | 13 | $0 | $0 | - |
| Core Financial Group 401(K) Plan | - | 13 | - | - | - |