Civic Intelligence

Financial Dynamics Inc.

Plan context: Financial Dynamics Inc. Retirement Plan

EIN 71-0955448 • San Marino, CA • 20 filings • 2 plans

2920 Huntington Dr., Ste. 100San Marino, CA 91108
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,297,472

2024 Contributions

$4,500

Historical Graphs

Total Assets Over Time

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

$1,297,472$648,736$0201520202024YearValue
$1,297,472Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest 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
202424$1,297,472$4,500$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
Financial Dynamics Inc. Retirement Plan-4$681,038$4,500$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-3$616,434$0-
202324$1,186,582$4,500$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
Financial Dynamics Inc. Retirement Plan-4$642,368$4,500$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-3$544,214$0-
202224$992,853$6,750$1,688iApproximate average salary by contribution assumption: employee only about $42,188 at 4% or $28,125 at 6%; with 50% employer match about $28,125 at 4% or $18,750 at 6%; with 100% employer match about $21,094 at 4% or $14,063 at 6%.
Financial Dynamics Inc. Retirement Plan-4$537,871$6,750$1,688iApproximate average salary by contribution assumption: employee only about $42,188 at 4% or $28,125 at 6%; with 50% employer match about $28,125 at 4% or $18,750 at 6%; with 100% employer match about $21,094 at 4% or $14,063 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-3$454,982$0-
202123$1,212,223$132,375$44,125iApproximate average salary by contribution assumption: employee only about $1,103,125 at 4% or $735,417 at 6%; with 50% employer match about $735,417 at 4% or $490,278 at 6%; with 100% employer match about $551,563 at 4% or $367,708 at 6%.
Financial Dynamics Inc. Retirement Plan-3$656,496$47,225$15,742iApproximate average salary by contribution assumption: employee only about $393,542 at 4% or $262,361 at 6%; with 50% employer match about $262,361 at 4% or $174,907 at 6%; with 100% employer match about $196,771 at 4% or $131,181 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-3$555,727$85,150$28,383iApproximate average salary by contribution assumption: employee only about $709,583 at 4% or $473,056 at 6%; with 50% employer match about $473,056 at 4% or $315,370 at 6%; with 100% employer match about $354,792 at 4% or $236,528 at 6%.
202023$936,327$127,782$42,594iApproximate average salary by contribution assumption: employee only about $1,064,850 at 4% or $709,900 at 6%; with 50% employer match about $709,900 at 4% or $473,267 at 6%; with 100% employer match about $532,425 at 4% or $354,950 at 6%.
Financial Dynamics Inc. Retirement Plan-3$526,230$47,563$15,854iApproximate average salary by contribution assumption: employee only about $396,358 at 4% or $264,239 at 6%; with 50% employer match about $264,239 at 4% or $176,159 at 6%; with 100% employer match about $198,179 at 4% or $132,119 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-3$410,097$80,219$26,740iApproximate average salary by contribution assumption: employee only about $668,492 at 4% or $445,661 at 6%; with 50% employer match about $445,661 at 4% or $297,107 at 6%; with 100% employer match about $334,246 at 4% or $222,831 at 6%.
201923$671,824$106,229$35,410iApproximate average salary by contribution assumption: employee only about $885,242 at 4% or $590,161 at 6%; with 50% employer match about $590,161 at 4% or $393,441 at 6%; with 100% employer match about $442,621 at 4% or $295,081 at 6%.
Financial Dynamics Inc. Retirement Plan-3$401,944$44,050$14,683iApproximate average salary by contribution assumption: employee only about $367,083 at 4% or $244,722 at 6%; with 50% employer match about $244,722 at 4% or $163,148 at 6%; with 100% employer match about $183,542 at 4% or $122,361 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-3$269,880$62,179$20,726iApproximate average salary by contribution assumption: employee only about $518,158 at 4% or $345,439 at 6%; with 50% employer match about $345,439 at 4% or $230,293 at 6%; with 100% employer match about $259,079 at 4% or $172,719 at 6%.
201823$444,828$3,750$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Financial Dynamics Inc. Retirement Plan-3$298,795$3,750$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-2$146,033$0-
201723$462,961$23,825$7,942iApproximate average salary by contribution assumption: employee only about $198,542 at 4% or $132,361 at 6%; with 50% employer match about $132,361 at 4% or $88,241 at 6%; with 100% employer match about $99,271 at 4% or $66,181 at 6%.
Financial Dynamics Inc. Retirement Plan-3$309,498$23,825$7,942iApproximate average salary by contribution assumption: employee only about $198,542 at 4% or $132,361 at 6%; with 50% employer match about $132,361 at 4% or $88,241 at 6%; with 100% employer match about $99,271 at 4% or $66,181 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-2$153,463$0-
201623$373,961$113,137$37,712iApproximate average salary by contribution assumption: employee only about $942,808 at 4% or $628,539 at 6%; with 50% employer match about $628,539 at 4% or $419,026 at 6%; with 100% employer match about $471,404 at 4% or $314,269 at 6%.
Financial Dynamics Inc. Retirement Plan-3$240,680$48,525$16,175iApproximate average salary by contribution assumption: employee only about $404,375 at 4% or $269,583 at 6%; with 50% employer match about $269,583 at 4% or $179,722 at 6%; with 100% employer match about $202,188 at 4% or $134,792 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-2$133,281$64,612$32,306iApproximate average salary by contribution assumption: employee only about $807,650 at 4% or $538,433 at 6%; with 50% employer match about $538,433 at 4% or $358,956 at 6%; with 100% employer match about $403,825 at 4% or $269,217 at 6%.
201522$251,469$257,837$128,919iApproximate average salary by contribution assumption: employee only about $3,222,963 at 4% or $2,148,642 at 6%; with 50% employer match about $2,148,642 at 4% or $1,432,428 at 6%; with 100% employer match about $1,611,481 at 4% or $1,074,321 at 6%.
Financial Dynamics Inc. Retirement Plan-2$185,372$191,740$95,870iApproximate average salary by contribution assumption: employee only about $2,396,750 at 4% or $1,597,833 at 6%; with 50% employer match about $1,597,833 at 4% or $1,065,222 at 6%; with 100% employer match about $1,198,375 at 4% or $798,917 at 6%.
FINANCIAL DYNAMICS, INC. PENSION PLAN-2$66,097$66,097$33,049iApproximate average salary by contribution assumption: employee only about $826,213 at 4% or $550,808 at 6%; with 50% employer match about $550,808 at 4% or $367,206 at 6%; with 100% employer match about $413,106 at 4% or $275,404 at 6%.