Civic Intelligence

Floe Financial Partners

Plan context: FLOE FINANCIAL PARTNERS CASH BALANCE PENSION PLAN

EIN 71-0974533 • Pasadena, CA • 30 filings • 5 plans

140 South Lake Avenue, Suite 309Pasadena, CA 91101
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,259,874

2024 Contributions

$436,066

Historical Graphs

Total Assets Over Time

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

$2,259,874$1,129,937$0200520152024YearValue
$2,259,874Latest year 2024

Participants Over Time

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

630200520152024YearValue
6Latest 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
202426$2,259,874$436,066$72,678iApproximate average salary by contribution assumption: employee only about $1,816,942 at 4% or $1,211,294 at 6%; with 50% employer match about $1,211,294 at 4% or $807,530 at 6%; with 100% employer match about $908,471 at 4% or $605,647 at 6%.
FLOE FINANCIAL PARTNERS CASH BALANCE PENSION PLAN-4$1,480,090$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Floe Financial Partners 401(K) Plan-6$779,784$86,066$14,344iApproximate average salary by contribution assumption: employee only about $358,608 at 4% or $239,072 at 6%; with 50% employer match about $239,072 at 4% or $159,381 at 6%; with 100% employer match about $179,304 at 4% or $119,536 at 6%.
202326$1,602,322$382,763$63,794iApproximate average salary by contribution assumption: employee only about $1,594,846 at 4% or $1,063,231 at 6%; with 50% employer match about $1,063,231 at 4% or $708,820 at 6%; with 100% employer match about $797,423 at 4% or $531,615 at 6%.
FLOE FINANCIAL PARTNERS CASH BALANCE PENSION PLAN-4$985,060$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Floe Financial Partners 401(K) Plan-6$617,262$82,763$13,794iApproximate average salary by contribution assumption: employee only about $344,846 at 4% or $229,897 at 6%; with 50% employer match about $229,897 at 4% or $153,265 at 6%; with 100% employer match about $172,423 at 4% or $114,949 at 6%.
202226$1,143,501$384,585$64,098iApproximate average salary by contribution assumption: employee only about $1,602,438 at 4% or $1,068,292 at 6%; with 50% employer match about $1,068,292 at 4% or $712,194 at 6%; with 100% employer match about $801,219 at 4% or $534,146 at 6%.
FLOE FINANCIAL PARTNERS CASH BALANCE PENSION PLAN-5$602,264$317,042$63,408iApproximate average salary by contribution assumption: employee only about $1,585,210 at 4% or $1,056,807 at 6%; with 50% employer match about $1,056,807 at 4% or $704,538 at 6%; with 100% employer match about $792,605 at 4% or $528,403 at 6%.
Floe Financial Partners 401(K) Plan-6$541,237$67,543$11,257iApproximate average salary by contribution assumption: employee only about $281,429 at 4% or $187,619 at 6%; with 50% employer match about $187,619 at 4% or $125,080 at 6%; with 100% employer match about $140,715 at 4% or $93,810 at 6%.
202126$888,835$379,349$63,225iApproximate average salary by contribution assumption: employee only about $1,580,621 at 4% or $1,053,747 at 6%; with 50% employer match about $1,053,747 at 4% or $702,498 at 6%; with 100% employer match about $790,310 at 4% or $526,874 at 6%.
Floe Financial Partners 401(K) Plan-6$594,635$85,149$14,192iApproximate average salary by contribution assumption: employee only about $354,788 at 4% or $236,525 at 6%; with 50% employer match about $236,525 at 4% or $157,683 at 6%; with 100% employer match about $177,394 at 4% or $118,263 at 6%.
FLOE FINANCIAL PARTNERS CASH BALANCE PENSION PLAN-5$294,200$294,200$58,840iApproximate average salary by contribution assumption: employee only about $1,471,000 at 4% or $980,667 at 6%; with 50% employer match about $980,667 at 4% or $653,778 at 6%; with 100% employer match about $735,500 at 4% or $490,333 at 6%.
202016$460,750$79,053$13,176iApproximate average salary by contribution assumption: employee only about $329,388 at 4% or $219,592 at 6%; with 50% employer match about $219,592 at 4% or $146,394 at 6%; with 100% employer match about $164,694 at 4% or $109,796 at 6%.
Floe Financial Partners 401(K) Plan-6$460,750$79,053$13,176iApproximate average salary by contribution assumption: employee only about $329,388 at 4% or $219,592 at 6%; with 50% employer match about $219,592 at 4% or $146,394 at 6%; with 100% employer match about $164,694 at 4% or $109,796 at 6%.
201925$344,211$250,858$50,172iApproximate average salary by contribution assumption: employee only about $1,254,290 at 4% or $836,193 at 6%; with 50% employer match about $836,193 at 4% or $557,462 at 6%; with 100% employer match about $627,145 at 4% or $418,097 at 6%.
Floe Financial Partners 401(K) Plan-5$344,211$124,608$24,922iApproximate average salary by contribution assumption: employee only about $623,040 at 4% or $415,360 at 6%; with 50% employer match about $415,360 at 4% or $276,907 at 6%; with 100% employer match about $311,520 at 4% or $207,680 at 6%.
FLOE FINANCIAL PARTNERS DBP-0$0$126,250-
201825$1,132,224$233,009$46,602iApproximate average salary by contribution assumption: employee only about $1,165,045 at 4% or $776,697 at 6%; with 50% employer match about $776,697 at 4% or $517,798 at 6%; with 100% employer match about $582,523 at 4% or $388,348 at 6%.
FLOE FINANCIAL PARTNERS DBP-5$949,619$175,932$35,186iApproximate average salary by contribution assumption: employee only about $879,660 at 4% or $586,440 at 6%; with 50% employer match about $586,440 at 4% or $390,960 at 6%; with 100% employer match about $439,830 at 4% or $293,220 at 6%.
Floe Financial Partners 401(K) Plan-5$182,605$57,077$11,415iApproximate average salary by contribution assumption: employee only about $285,385 at 4% or $190,257 at 6%; with 50% employer match about $190,257 at 4% or $126,838 at 6%; with 100% employer match about $142,693 at 4% or $95,128 at 6%.
201723$949,341$173,033$57,678iApproximate average salary by contribution assumption: employee only about $1,441,942 at 4% or $961,294 at 6%; with 50% employer match about $961,294 at 4% or $640,863 at 6%; with 100% employer match about $720,971 at 4% or $480,647 at 6%.
FLOE FINANCIAL PARTNERS DBP-3$806,528$124,795$41,598iApproximate average salary by contribution assumption: employee only about $1,039,958 at 4% or $693,306 at 6%; with 50% employer match about $693,306 at 4% or $462,204 at 6%; with 100% employer match about $519,979 at 4% or $346,653 at 6%.
Floe Financial Partners 401(K) Plan-3$142,813$48,238$16,079iApproximate average salary by contribution assumption: employee only about $401,983 at 4% or $267,989 at 6%; with 50% employer match about $267,989 at 4% or $178,659 at 6%; with 100% employer match about $200,992 at 4% or $133,994 at 6%.
201624$692,947$225,763$56,441iApproximate average salary by contribution assumption: employee only about $1,411,019 at 4% or $940,679 at 6%; with 50% employer match about $940,679 at 4% or $627,119 at 6%; with 100% employer match about $705,509 at 4% or $470,340 at 6%.
FLOE FINANCIAL PARTNERS DBP-4$613,222$225,763$56,441iApproximate average salary by contribution assumption: employee only about $1,411,019 at 4% or $940,679 at 6%; with 50% employer match about $940,679 at 4% or $627,119 at 6%; with 100% employer match about $705,509 at 4% or $470,340 at 6%.
Floe Financial Partners 401(K) Plan-4$79,725--
201533$452,584$237,418$79,139iApproximate average salary by contribution assumption: employee only about $1,978,483 at 4% or $1,318,989 at 6%; with 50% employer match about $1,318,989 at 4% or $879,326 at 6%; with 100% employer match about $989,242 at 4% or $659,494 at 6%.
FLOE FINANCIAL PARTNERS DBP-3$374,948$187,033$62,344iApproximate average salary by contribution assumption: employee only about $1,558,608 at 4% or $1,039,072 at 6%; with 50% employer match about $1,039,072 at 4% or $692,715 at 6%; with 100% employer match about $779,304 at 4% or $519,536 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-3$77,636$50,385$16,795iApproximate average salary by contribution assumption: employee only about $419,875 at 4% or $279,917 at 6%; with 50% employer match about $279,917 at 4% or $186,611 at 6%; with 100% employer match about $209,938 at 4% or $139,958 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-0---
201414$906,793$0-
Floe Financial Partners Inc. Profit Sharing Plan & Trust-4$906,793--
201313$862,792$61,959$20,653iApproximate average salary by contribution assumption: employee only about $516,325 at 4% or $344,217 at 6%; with 50% employer match about $344,217 at 4% or $229,478 at 6%; with 100% employer match about $258,163 at 4% or $172,108 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-3$862,792$61,959$20,653iApproximate average salary by contribution assumption: employee only about $516,325 at 4% or $344,217 at 6%; with 50% employer match about $344,217 at 4% or $229,478 at 6%; with 100% employer match about $258,163 at 4% or $172,108 at 6%.
201213$727,356$63,904$21,301iApproximate average salary by contribution assumption: employee only about $532,533 at 4% or $355,022 at 6%; with 50% employer match about $355,022 at 4% or $236,681 at 6%; with 100% employer match about $266,267 at 4% or $177,511 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-3$727,356$63,904$21,301iApproximate average salary by contribution assumption: employee only about $532,533 at 4% or $355,022 at 6%; with 50% employer match about $355,022 at 4% or $236,681 at 6%; with 100% employer match about $266,267 at 4% or $177,511 at 6%.
201114$644,845$63,233$15,808iApproximate average salary by contribution assumption: employee only about $395,206 at 4% or $263,471 at 6%; with 50% employer match about $263,471 at 4% or $175,647 at 6%; with 100% employer match about $197,603 at 4% or $131,735 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-4$644,845$63,233$15,808iApproximate average salary by contribution assumption: employee only about $395,206 at 4% or $263,471 at 6%; with 50% employer match about $263,471 at 4% or $175,647 at 6%; with 100% employer match about $197,603 at 4% or $131,735 at 6%.
201014$597,732$66,618$16,655iApproximate average salary by contribution assumption: employee only about $416,363 at 4% or $277,575 at 6%; with 50% employer match about $277,575 at 4% or $185,050 at 6%; with 100% employer match about $208,181 at 4% or $138,788 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-4$597,732$66,618$16,655iApproximate average salary by contribution assumption: employee only about $416,363 at 4% or $277,575 at 6%; with 50% employer match about $277,575 at 4% or $185,050 at 6%; with 100% employer match about $208,181 at 4% or $138,788 at 6%.
200914$487,764$61,853$15,463iApproximate average salary by contribution assumption: employee only about $386,581 at 4% or $257,721 at 6%; with 50% employer match about $257,721 at 4% or $171,814 at 6%; with 100% employer match about $193,291 at 4% or $128,860 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-4$487,764$61,853$15,463iApproximate average salary by contribution assumption: employee only about $386,581 at 4% or $257,721 at 6%; with 50% employer match about $257,721 at 4% or $171,814 at 6%; with 100% employer match about $193,291 at 4% or $128,860 at 6%.
200813$404,745$0-
Floe Financial Partners Inc. Profit Sharing Plan & Trust-3$404,745--
200714$546,729$55,586$13,897iApproximate average salary by contribution assumption: employee only about $347,413 at 4% or $231,608 at 6%; with 50% employer match about $231,608 at 4% or $154,406 at 6%; with 100% employer match about $173,706 at 4% or $115,804 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-4$546,729$55,586$13,897iApproximate average salary by contribution assumption: employee only about $347,413 at 4% or $231,608 at 6%; with 50% employer match about $231,608 at 4% or $154,406 at 6%; with 100% employer match about $173,706 at 4% or $115,804 at 6%.
200614$462,077$54,064$13,516iApproximate average salary by contribution assumption: employee only about $337,900 at 4% or $225,267 at 6%; with 50% employer match about $225,267 at 4% or $150,178 at 6%; with 100% employer match about $168,950 at 4% or $112,633 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-4$462,077$54,064$13,516iApproximate average salary by contribution assumption: employee only about $337,900 at 4% or $225,267 at 6%; with 50% employer match about $225,267 at 4% or $150,178 at 6%; with 100% employer match about $168,950 at 4% or $112,633 at 6%.
200514$369,789$51,720$12,930iApproximate average salary by contribution assumption: employee only about $323,250 at 4% or $215,500 at 6%; with 50% employer match about $215,500 at 4% or $143,667 at 6%; with 100% employer match about $161,625 at 4% or $107,750 at 6%.
Floe Financial Partners Inc. Profit Sharing Plan & Trust-4$369,789$51,720$12,930iApproximate average salary by contribution assumption: employee only about $323,250 at 4% or $215,500 at 6%; with 50% employer match about $215,500 at 4% or $143,667 at 6%; with 100% employer match about $161,625 at 4% or $107,750 at 6%.