Civic Intelligence

Avina Financial Group Inc.

Plan context: Avina Financial Group 401(K) Plan

EIN 81-3666918 • Bellflower, CA • 7 filings • 1 plans

17138 Bellflower BlvdSuite 201Bellflower, CA 90706
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$388,957

2025 Contributions

$75,233

Historical Graphs

Total Assets Over Time

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

$388,957$194,479$0201920222025YearValue
$388,957Latest year 2025

Participants Over Time

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

320201920222025YearValue
3Latest 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
202513$388,957$75,233$25,078iApproximate average salary by contribution assumption: employee only about $626,942 at 4% or $417,961 at 6%; with 50% employer match about $417,961 at 4% or $278,641 at 6%; with 100% employer match about $313,471 at 4% or $208,981 at 6%.
Avina Financial Group 401(K) Plan-3$388,957$75,233$25,078iApproximate average salary by contribution assumption: employee only about $626,942 at 4% or $417,961 at 6%; with 50% employer match about $417,961 at 4% or $278,641 at 6%; with 100% employer match about $313,471 at 4% or $208,981 at 6%.
202413$259,975$72,980$24,327iApproximate average salary by contribution assumption: employee only about $608,167 at 4% or $405,444 at 6%; with 50% employer match about $405,444 at 4% or $270,296 at 6%; with 100% employer match about $304,083 at 4% or $202,722 at 6%.
Avina Financial Group 401(K) Plan-3$259,975$72,980$24,327iApproximate average salary by contribution assumption: employee only about $608,167 at 4% or $405,444 at 6%; with 50% employer match about $405,444 at 4% or $270,296 at 6%; with 100% employer match about $304,083 at 4% or $202,722 at 6%.
202313$163,095$30,889$10,296iApproximate average salary by contribution assumption: employee only about $257,408 at 4% or $171,606 at 6%; with 50% employer match about $171,606 at 4% or $114,404 at 6%; with 100% employer match about $128,704 at 4% or $85,803 at 6%.
Avina Financial Group 401(K) Plan-3$163,095$30,889$10,296iApproximate average salary by contribution assumption: employee only about $257,408 at 4% or $171,606 at 6%; with 50% employer match about $171,606 at 4% or $114,404 at 6%; with 100% employer match about $128,704 at 4% or $85,803 at 6%.
202212$112,306$47,909$23,955iApproximate average salary by contribution assumption: employee only about $598,863 at 4% or $399,242 at 6%; with 50% employer match about $399,242 at 4% or $266,161 at 6%; with 100% employer match about $299,431 at 4% or $199,621 at 6%.
Avina Financial Group 401(K) Plan-2$112,306$47,909$23,955iApproximate average salary by contribution assumption: employee only about $598,863 at 4% or $399,242 at 6%; with 50% employer match about $399,242 at 4% or $266,161 at 6%; with 100% employer match about $299,431 at 4% or $199,621 at 6%.
202113$86,585$19,286$6,429iApproximate average salary by contribution assumption: employee only about $160,717 at 4% or $107,144 at 6%; with 50% employer match about $107,144 at 4% or $71,430 at 6%; with 100% employer match about $80,358 at 4% or $53,572 at 6%.
Avina Financial Group 401(K) Plan-3$86,585$19,286$6,429iApproximate average salary by contribution assumption: employee only about $160,717 at 4% or $107,144 at 6%; with 50% employer match about $107,144 at 4% or $71,430 at 6%; with 100% employer match about $80,358 at 4% or $53,572 at 6%.
202013$58,551$9,304$3,101iApproximate average salary by contribution assumption: employee only about $77,533 at 4% or $51,689 at 6%; with 50% employer match about $51,689 at 4% or $34,459 at 6%; with 100% employer match about $38,767 at 4% or $25,844 at 6%.
Avina Financial Group 401(K) Plan-3$58,551$9,304$3,101iApproximate average salary by contribution assumption: employee only about $77,533 at 4% or $51,689 at 6%; with 50% employer match about $51,689 at 4% or $34,459 at 6%; with 100% employer match about $38,767 at 4% or $25,844 at 6%.
201911$42,353$42,181$42,181iApproximate average salary by contribution assumption: employee only about $1,054,525 at 4% or $703,017 at 6%; with 50% employer match about $703,017 at 4% or $468,678 at 6%; with 100% employer match about $527,263 at 4% or $351,508 at 6%.
Avina Financial Group 401(K) Plan-1$42,353$42,181$42,181iApproximate average salary by contribution assumption: employee only about $1,054,525 at 4% or $703,017 at 6%; with 50% employer match about $703,017 at 4% or $468,678 at 6%; with 100% employer match about $527,263 at 4% or $351,508 at 6%.