Civic Intelligence

Mission Driven Finance LLC

Plan context: Mission Driven Finance LLC 401(K) Plan

EIN 81-2172085 • San Diego, CA • 5 filings • 1 plans

2245 San Diego AveSuite 121San Diego, CA 92110
Current Snapshot

Latest Year

2025

2025 Participants

49

2025 Assets

$2,687,768

2025 Contributions

$632,022

Historical Graphs

Total Assets Over Time

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

$2,687,768$1,343,884$0202120232025YearValue
$2,687,768Latest year 2025

Participants Over Time

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

50250202120232025YearValue
49Latest year 2025

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
2025149$2,687,768$632,022$12,898iApproximate average salary by contribution assumption: employee only about $322,460 at 4% or $214,973 at 6%; with 50% employer match about $214,973 at 4% or $143,316 at 6%; with 100% employer match about $161,230 at 4% or $107,487 at 6%.
Mission Driven Finance LLC 401(K) Plan-49$2,687,768$632,022$12,898iApproximate average salary by contribution assumption: employee only about $322,460 at 4% or $214,973 at 6%; with 50% employer match about $214,973 at 4% or $143,316 at 6%; with 100% employer match about $161,230 at 4% or $107,487 at 6%.
2024150$2,012,583$594,799$11,896iApproximate average salary by contribution assumption: employee only about $297,400 at 4% or $198,266 at 6%; with 50% employer match about $198,266 at 4% or $132,178 at 6%; with 100% employer match about $148,700 at 4% or $99,133 at 6%.
Mission Driven Finance LLC 401(K) Plan-50$2,012,583$594,799$11,896iApproximate average salary by contribution assumption: employee only about $297,400 at 4% or $198,266 at 6%; with 50% employer match about $198,266 at 4% or $132,178 at 6%; with 100% employer match about $148,700 at 4% or $99,133 at 6%.
2023136$1,267,901$856,989$23,805iApproximate average salary by contribution assumption: employee only about $595,131 at 4% or $396,754 at 6%; with 50% employer match about $396,754 at 4% or $264,503 at 6%; with 100% employer match about $297,566 at 4% or $198,377 at 6%.
Mission Driven Finance LLC 401(K) Plan-36$1,267,901$856,989$23,805iApproximate average salary by contribution assumption: employee only about $595,131 at 4% or $396,754 at 6%; with 50% employer match about $396,754 at 4% or $264,503 at 6%; with 100% employer match about $297,566 at 4% or $198,377 at 6%.
2022127$326,470$241,502$8,945iApproximate average salary by contribution assumption: employee only about $223,613 at 4% or $149,075 at 6%; with 50% employer match about $149,075 at 4% or $99,384 at 6%; with 100% employer match about $111,806 at 4% or $74,538 at 6%.
Mission Driven Finance LLC 401(K) Plan-27$326,470$241,502$8,945iApproximate average salary by contribution assumption: employee only about $223,613 at 4% or $149,075 at 6%; with 50% employer match about $149,075 at 4% or $99,384 at 6%; with 100% employer match about $111,806 at 4% or $74,538 at 6%.
2021118$125,007$127,100$7,061iApproximate average salary by contribution assumption: employee only about $176,528 at 4% or $117,685 at 6%; with 50% employer match about $117,685 at 4% or $78,457 at 6%; with 100% employer match about $88,264 at 4% or $58,843 at 6%.
Mission Driven Finance LLC 401(K) Plan-18$125,007$127,100$7,061iApproximate average salary by contribution assumption: employee only about $176,528 at 4% or $117,685 at 6%; with 50% employer match about $117,685 at 4% or $78,457 at 6%; with 100% employer match about $88,264 at 4% or $58,843 at 6%.