Civic Intelligence

FRFGP, INC. DBA FIRST RATE FINANCIAL GROUP

Plan context: FIRST RATE FINANCIAL GROUP 401(K) PLAN

EIN 83-1306278 • Westlake Village, CA • 20 filings • 4 plans

31200 Via Colinas, Suite 103Westlake Village, CA 91362
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$846,994

2025 Contributions

$3,349

Historical Graphs

Total Assets Over Time

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

$3,745,810$1,872,905$0201920222025YearValue
$846,994Latest year 2025

Participants Over Time

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

1680201920222025YearValue
9Latest 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
202529$846,994$3,349$372iApproximate average salary by contribution assumption: employee only about $9,303 at 4% or $6,202 at 6%; with 50% employer match about $6,202 at 4% or $4,135 at 6%; with 100% employer match about $4,651 at 4% or $3,101 at 6%.
FIRST RATE FINANCIAL GROUP 401(K) PLAN-9$838,320$3,349$372iApproximate average salary by contribution assumption: employee only about $9,303 at 4% or $6,202 at 6%; with 50% employer match about $6,202 at 4% or $4,135 at 6%; with 100% employer match about $4,651 at 4% or $3,101 at 6%.
FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN-7$8,674$0-
2024310$3,475,011$16,762$1,676iApproximate average salary by contribution assumption: employee only about $41,905 at 4% or $27,937 at 6%; with 50% employer match about $27,937 at 4% or $18,624 at 6%; with 100% employer match about $20,953 at 4% or $13,968 at 6%.
FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN-9$2,713,179$0-
FIRST RATE FINANCIAL GROUP 401(K) PLAN-10$761,832$16,762$1,676iApproximate average salary by contribution assumption: employee only about $41,905 at 4% or $27,937 at 6%; with 50% employer match about $27,937 at 4% or $18,624 at 6%; with 100% employer match about $20,953 at 4% or $13,968 at 6%.
FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN-0$0$0-
2023311$3,502,682$31,244$2,840iApproximate average salary by contribution assumption: employee only about $71,009 at 4% or $47,339 at 6%; with 50% employer match about $47,339 at 4% or $31,560 at 6%; with 100% employer match about $35,505 at 4% or $23,670 at 6%.
FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN-9$2,394,954$0-
FIRST RATE FINANCIAL GROUP 401(K) PLAN-10$654,509$31,244$3,124iApproximate average salary by contribution assumption: employee only about $78,110 at 4% or $52,073 at 6%; with 50% employer match about $52,073 at 4% or $34,716 at 6%; with 100% employer match about $39,055 at 4% or $26,037 at 6%.
FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN-11$453,219$0-
2022316$3,241,211$35,092$2,193iApproximate average salary by contribution assumption: employee only about $54,831 at 4% or $36,554 at 6%; with 50% employer match about $36,554 at 4% or $24,369 at 6%; with 100% employer match about $27,416 at 4% or $18,277 at 6%.
FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN-9$2,157,968$10,929$1,214iApproximate average salary by contribution assumption: employee only about $30,358 at 4% or $20,239 at 6%; with 50% employer match about $20,239 at 4% or $13,493 at 6%; with 100% employer match about $15,179 at 4% or $10,119 at 6%.
FIRST RATE FINANCIAL GROUP 401(K) PLAN-16$704,814$24,163$1,510iApproximate average salary by contribution assumption: employee only about $37,755 at 4% or $25,170 at 6%; with 50% employer match about $25,170 at 4% or $16,780 at 6%; with 100% employer match about $18,877 at 4% or $12,585 at 6%.
FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN-11$378,429$0-
2021315$3,745,810$1,122,777$74,852iApproximate average salary by contribution assumption: employee only about $1,871,295 at 4% or $1,247,530 at 6%; with 50% employer match about $1,247,530 at 4% or $831,687 at 6%; with 100% employer match about $935,648 at 4% or $623,765 at 6%.
FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN-9$2,472,405$823,078$91,453iApproximate average salary by contribution assumption: employee only about $2,286,328 at 4% or $1,524,219 at 6%; with 50% employer match about $1,524,219 at 4% or $1,016,146 at 6%; with 100% employer match about $1,143,164 at 4% or $762,109 at 6%.
FIRST RATE FINANCIAL GROUP 401(K) PLAN-15$841,285$143,849$9,590iApproximate average salary by contribution assumption: employee only about $239,748 at 4% or $159,832 at 6%; with 50% employer match about $159,832 at 4% or $106,555 at 6%; with 100% employer match about $119,874 at 4% or $79,916 at 6%.
FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN-12$432,120$155,850$12,988iApproximate average salary by contribution assumption: employee only about $324,688 at 4% or $216,458 at 6%; with 50% employer match about $216,458 at 4% or $144,306 at 6%; with 100% employer match about $162,344 at 4% or $108,229 at 6%.
2020312$2,419,645$1,144,972$95,414iApproximate average salary by contribution assumption: employee only about $2,385,358 at 4% or $1,590,239 at 6%; with 50% employer match about $1,590,239 at 4% or $1,060,159 at 6%; with 100% employer match about $1,192,679 at 4% or $795,119 at 6%.
FIRST RATE FINANCIAL GROUP CASH BALANCE PENSION PLAN-10$1,539,351$818,973$81,897iApproximate average salary by contribution assumption: employee only about $2,047,433 at 4% or $1,364,955 at 6%; with 50% employer match about $1,364,955 at 4% or $909,970 at 6%; with 100% employer match about $1,023,716 at 4% or $682,478 at 6%.
FIRST RATE FINANCIAL GROUP 401(K) PLAN-12$627,520$196,825$16,402iApproximate average salary by contribution assumption: employee only about $410,052 at 4% or $273,368 at 6%; with 50% employer match about $273,368 at 4% or $182,245 at 6%; with 100% employer match about $205,026 at 4% or $136,684 at 6%.
FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN-11$252,774$129,174$11,743iApproximate average salary by contribution assumption: employee only about $293,577 at 4% or $195,718 at 6%; with 50% employer match about $195,718 at 4% or $130,479 at 6%; with 100% employer match about $146,789 at 4% or $97,859 at 6%.
2019312$1,117,354$1,111,601$92,633iApproximate average salary by contribution assumption: employee only about $2,315,835 at 4% or $1,543,890 at 6%; with 50% employer match about $1,543,890 at 4% or $1,029,260 at 6%; with 100% employer match about $1,157,918 at 4% or $771,945 at 6%.
FIRST RATE FINANCIAL GROUP CASH BALANCE PENSION PLAN-10$650,000$650,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
FIRST RATE FINANCIAL GROUP 401(K) PLAN-12$354,641$348,888$29,074iApproximate average salary by contribution assumption: employee only about $726,850 at 4% or $484,567 at 6%; with 50% employer match about $484,567 at 4% or $323,044 at 6%; with 100% employer match about $363,425 at 4% or $242,283 at 6%.
FIRST RATE FINANCIAL GROUP PROFIT SHARING PLAN-0$112,713$112,713-