Civic Intelligence

Orin Green Financial LLC

Plan context: Orin Green Financial LLC 401(K) Plan

EIN 81-4692727 • San Diego, CA • 10 filings • 2 plans

9820 Willow Creek RoadSuite 210San Diego, CA 92131-1114
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,590,713

2025 Contributions

$163,658

Historical Graphs

Total Assets Over Time

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

$1,590,713$795,357$0201620212025YearValue
$1,590,713Latest year 2025

Participants Over Time

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

740201620212025YearValue
6Latest 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
202516$1,590,713$163,658$27,276iApproximate average salary by contribution assumption: employee only about $681,908 at 4% or $454,606 at 6%; with 50% employer match about $454,606 at 4% or $303,070 at 6%; with 100% employer match about $340,954 at 4% or $227,303 at 6%.
Orin Green Financial LLC 401(K) Plan-6$1,590,713$163,658$27,276iApproximate average salary by contribution assumption: employee only about $681,908 at 4% or $454,606 at 6%; with 50% employer match about $454,606 at 4% or $303,070 at 6%; with 100% employer match about $340,954 at 4% or $227,303 at 6%.
202417$1,279,987$165,737$23,677iApproximate average salary by contribution assumption: employee only about $591,918 at 4% or $394,612 at 6%; with 50% employer match about $394,612 at 4% or $263,075 at 6%; with 100% employer match about $295,959 at 4% or $197,306 at 6%.
Orin Green Financial LLC 401(K) Plan-7$1,279,987$165,737$23,677iApproximate average salary by contribution assumption: employee only about $591,918 at 4% or $394,612 at 6%; with 50% employer match about $394,612 at 4% or $263,075 at 6%; with 100% employer match about $295,959 at 4% or $197,306 at 6%.
202317$971,512$153,374$21,911iApproximate average salary by contribution assumption: employee only about $547,764 at 4% or $365,176 at 6%; with 50% employer match about $365,176 at 4% or $243,451 at 6%; with 100% employer match about $273,882 at 4% or $182,588 at 6%.
Orin Green Financial LLC 401(K) Plan-7$971,512$153,374$21,911iApproximate average salary by contribution assumption: employee only about $547,764 at 4% or $365,176 at 6%; with 50% employer match about $365,176 at 4% or $243,451 at 6%; with 100% employer match about $273,882 at 4% or $182,588 at 6%.
202216$681,938$125,187$20,865iApproximate average salary by contribution assumption: employee only about $521,613 at 4% or $347,742 at 6%; with 50% employer match about $347,742 at 4% or $231,828 at 6%; with 100% employer match about $260,806 at 4% or $173,871 at 6%.
Orin Green Financial LLC 401(K) Plan-6$681,938$125,187$20,865iApproximate average salary by contribution assumption: employee only about $521,613 at 4% or $347,742 at 6%; with 50% employer match about $347,742 at 4% or $231,828 at 6%; with 100% employer match about $260,806 at 4% or $173,871 at 6%.
202117$734,375$101,197$14,457iApproximate average salary by contribution assumption: employee only about $361,418 at 4% or $240,945 at 6%; with 50% employer match about $240,945 at 4% or $160,630 at 6%; with 100% employer match about $180,709 at 4% or $120,473 at 6%.
Orin Green Financial LLC 401(K) Plan-7$734,375$101,197$14,457iApproximate average salary by contribution assumption: employee only about $361,418 at 4% or $240,945 at 6%; with 50% employer match about $240,945 at 4% or $160,630 at 6%; with 100% employer match about $180,709 at 4% or $120,473 at 6%.
202015$533,965$87,918$17,584iApproximate average salary by contribution assumption: employee only about $439,590 at 4% or $293,060 at 6%; with 50% employer match about $293,060 at 4% or $195,373 at 6%; with 100% employer match about $219,795 at 4% or $146,530 at 6%.
Orin Green Financial LLC 401(K) Plan-5$533,965$87,918$17,584iApproximate average salary by contribution assumption: employee only about $439,590 at 4% or $293,060 at 6%; with 50% employer match about $293,060 at 4% or $195,373 at 6%; with 100% employer match about $219,795 at 4% or $146,530 at 6%.
201916$388,661$82,436$13,739iApproximate average salary by contribution assumption: employee only about $343,483 at 4% or $228,989 at 6%; with 50% employer match about $228,989 at 4% or $152,659 at 6%; with 100% employer match about $171,742 at 4% or $114,494 at 6%.
Orin Green Financial LLC 401(K) Plan-6$388,661$82,436$13,739iApproximate average salary by contribution assumption: employee only about $343,483 at 4% or $228,989 at 6%; with 50% employer match about $228,989 at 4% or $152,659 at 6%; with 100% employer match about $171,742 at 4% or $114,494 at 6%.
201816$246,758$79,460$13,243iApproximate average salary by contribution assumption: employee only about $331,083 at 4% or $220,722 at 6%; with 50% employer match about $220,722 at 4% or $147,148 at 6%; with 100% employer match about $165,542 at 4% or $110,361 at 6%.
Orin Green Financial LLC 401(K) Plan-6$246,758$79,460$13,243iApproximate average salary by contribution assumption: employee only about $331,083 at 4% or $220,722 at 6%; with 50% employer match about $220,722 at 4% or $147,148 at 6%; with 100% employer match about $165,542 at 4% or $110,361 at 6%.
201715$182,514$64,905$12,981iApproximate average salary by contribution assumption: employee only about $324,525 at 4% or $216,350 at 6%; with 50% employer match about $216,350 at 4% or $144,233 at 6%; with 100% employer match about $162,263 at 4% or $108,175 at 6%.
Orin Green Financial LLC 401(K) Plan-5$182,514$64,905$12,981iApproximate average salary by contribution assumption: employee only about $324,525 at 4% or $216,350 at 6%; with 50% employer match about $216,350 at 4% or $144,233 at 6%; with 100% employer match about $162,263 at 4% or $108,175 at 6%.
201614$95,794$45,130$11,283iApproximate average salary by contribution assumption: employee only about $282,063 at 4% or $188,042 at 6%; with 50% employer match about $188,042 at 4% or $125,361 at 6%; with 100% employer match about $141,031 at 4% or $94,021 at 6%.
Orin Green Financial LLC 401(K) Plan-4$95,794$45,130$11,283iApproximate average salary by contribution assumption: employee only about $282,063 at 4% or $188,042 at 6%; with 50% employer match about $188,042 at 4% or $125,361 at 6%; with 100% employer match about $141,031 at 4% or $94,021 at 6%.