Civic Intelligence

Harshad Shah Financial Services Inc.

Plan context: Multifinancial Services 401(K) Plan

EIN 77-0472802 • San Jose, CA • 11 filings • 2 plans

2690 S. White Road, Ste. 245San Jose, CA 95148
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$965,563

2024 Contributions

$1,351

Historical Graphs

Total Assets Over Time

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

$965,563$482,782$0201420192023YearValue
$965,563Latest year 2023

Participants Over Time

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

420201420192023YearValue
4Latest year 2023

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
202410$0$1,351-
Multifinancial Services 401(K) Plan-0$0$1,351-
202314$965,563$12,564$3,141iApproximate average salary by contribution assumption: employee only about $78,525 at 4% or $52,350 at 6%; with 50% employer match about $52,350 at 4% or $34,900 at 6%; with 100% employer match about $39,263 at 4% or $26,175 at 6%.
Multifinancial Services 401(K) Plan-4$965,563$12,564$3,141iApproximate average salary by contribution assumption: employee only about $78,525 at 4% or $52,350 at 6%; with 50% employer match about $52,350 at 4% or $34,900 at 6%; with 100% employer match about $39,263 at 4% or $26,175 at 6%.
202214$880,408$61,195$15,299iApproximate average salary by contribution assumption: employee only about $382,469 at 4% or $254,979 at 6%; with 50% employer match about $254,979 at 4% or $169,986 at 6%; with 100% employer match about $191,234 at 4% or $127,490 at 6%.
Multifinancial Services 401(K) Plan-4$880,408$61,195$15,299iApproximate average salary by contribution assumption: employee only about $382,469 at 4% or $254,979 at 6%; with 50% employer match about $254,979 at 4% or $169,986 at 6%; with 100% employer match about $191,234 at 4% or $127,490 at 6%.
202114$920,023$59,702$14,926iApproximate average salary by contribution assumption: employee only about $373,138 at 4% or $248,758 at 6%; with 50% employer match about $248,758 at 4% or $165,839 at 6%; with 100% employer match about $186,569 at 4% or $124,379 at 6%.
Multifinancial Services 401(K) Plan-4$920,023$59,702$14,926iApproximate average salary by contribution assumption: employee only about $373,138 at 4% or $248,758 at 6%; with 50% employer match about $248,758 at 4% or $165,839 at 6%; with 100% employer match about $186,569 at 4% or $124,379 at 6%.
202014$783,268$59,829$14,957iApproximate average salary by contribution assumption: employee only about $373,931 at 4% or $249,288 at 6%; with 50% employer match about $249,288 at 4% or $166,192 at 6%; with 100% employer match about $186,966 at 4% or $124,644 at 6%.
Multifinancial Services 401(K) Plan-4$783,268$59,829$14,957iApproximate average salary by contribution assumption: employee only about $373,931 at 4% or $249,288 at 6%; with 50% employer match about $249,288 at 4% or $166,192 at 6%; with 100% employer match about $186,966 at 4% or $124,644 at 6%.
201914$598,061$124,795$31,199iApproximate average salary by contribution assumption: employee only about $779,969 at 4% or $519,979 at 6%; with 50% employer match about $519,979 at 4% or $346,653 at 6%; with 100% employer match about $389,984 at 4% or $259,990 at 6%.
Multifinancial Services 401(K) Plan-4$598,061$124,795$31,199iApproximate average salary by contribution assumption: employee only about $779,969 at 4% or $519,979 at 6%; with 50% employer match about $519,979 at 4% or $346,653 at 6%; with 100% employer match about $389,984 at 4% or $259,990 at 6%.
201813$472,373$303,416$101,139iApproximate average salary by contribution assumption: employee only about $2,528,467 at 4% or $1,685,644 at 6%; with 50% employer match about $1,685,644 at 4% or $1,123,763 at 6%; with 100% employer match about $1,264,233 at 4% or $842,822 at 6%.
Multifinancial Services 401(K) Plan-3$472,373$303,416$101,139iApproximate average salary by contribution assumption: employee only about $2,528,467 at 4% or $1,685,644 at 6%; with 50% employer match about $1,685,644 at 4% or $1,123,763 at 6%; with 100% employer match about $1,264,233 at 4% or $842,822 at 6%.
201713$204,154$54,615$18,205iApproximate average salary by contribution assumption: employee only about $455,125 at 4% or $303,417 at 6%; with 50% employer match about $303,417 at 4% or $202,278 at 6%; with 100% employer match about $227,563 at 4% or $151,708 at 6%.
Multifinancial Services 401(K) Plan-3$204,154$54,615$18,205iApproximate average salary by contribution assumption: employee only about $455,125 at 4% or $303,417 at 6%; with 50% employer match about $303,417 at 4% or $202,278 at 6%; with 100% employer match about $227,563 at 4% or $151,708 at 6%.
201613$150,015$55,658$18,553iApproximate average salary by contribution assumption: employee only about $463,817 at 4% or $309,211 at 6%; with 50% employer match about $309,211 at 4% or $206,141 at 6%; with 100% employer match about $231,908 at 4% or $154,606 at 6%.
Multifinancial Services 401(K) Plan-3$150,015$55,658$18,553iApproximate average salary by contribution assumption: employee only about $463,817 at 4% or $309,211 at 6%; with 50% employer match about $309,211 at 4% or $206,141 at 6%; with 100% employer match about $231,908 at 4% or $154,606 at 6%.
201513$94,357$57,503$19,168iApproximate average salary by contribution assumption: employee only about $479,192 at 4% or $319,461 at 6%; with 50% employer match about $319,461 at 4% or $212,974 at 6%; with 100% employer match about $239,596 at 4% or $159,731 at 6%.
Multifinancial Services 401(K) Plan-3$94,357$57,503$19,168iApproximate average salary by contribution assumption: employee only about $479,192 at 4% or $319,461 at 6%; with 50% employer match about $319,461 at 4% or $212,974 at 6%; with 100% employer match about $239,596 at 4% or $159,731 at 6%.
201413$36,854$36,854$12,285iApproximate average salary by contribution assumption: employee only about $307,117 at 4% or $204,744 at 6%; with 50% employer match about $204,744 at 4% or $136,496 at 6%; with 100% employer match about $153,558 at 4% or $102,372 at 6%.
Multifinancial Services 401(K) Plan-3$36,854$36,854$12,285iApproximate average salary by contribution assumption: employee only about $307,117 at 4% or $204,744 at 6%; with 50% employer match about $204,744 at 4% or $136,496 at 6%; with 100% employer match about $153,558 at 4% or $102,372 at 6%.