Civic Intelligence

CORE 4 FINANCIAL, INC.

Plan context: CORE 4 FINANCIAL 401(K) PLAN

EIN 83-2415878 • Folsom, CA • 7 filings • 1 plans

50 Iron Point CircleSte 140Folsom, CA 95630
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,068,232

2025 Contributions

$67,268

Historical Graphs

Total Assets Over Time

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

$1,068,232$534,116$0201920222025YearValue
$1,068,232Latest year 2025

Participants Over Time

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

740201920222025YearValue
5Latest 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
202515$1,068,232$67,268$13,454iApproximate average salary by contribution assumption: employee only about $336,340 at 4% or $224,227 at 6%; with 50% employer match about $224,227 at 4% or $149,484 at 6%; with 100% employer match about $168,170 at 4% or $112,113 at 6%.
CORE 4 FINANCIAL 401(K) PLAN-5$1,068,232$67,268$13,454iApproximate average salary by contribution assumption: employee only about $336,340 at 4% or $224,227 at 6%; with 50% employer match about $224,227 at 4% or $149,484 at 6%; with 100% employer match about $168,170 at 4% or $112,113 at 6%.
202415$927,367$81,350$16,270iApproximate average salary by contribution assumption: employee only about $406,750 at 4% or $271,167 at 6%; with 50% employer match about $271,167 at 4% or $180,778 at 6%; with 100% employer match about $203,375 at 4% or $135,583 at 6%.
CORE 4 FINANCIAL 401(K) PLAN-5$927,367$81,350$16,270iApproximate average salary by contribution assumption: employee only about $406,750 at 4% or $271,167 at 6%; with 50% employer match about $271,167 at 4% or $180,778 at 6%; with 100% employer match about $203,375 at 4% or $135,583 at 6%.
202317$735,759$61,682$8,812iApproximate average salary by contribution assumption: employee only about $220,293 at 4% or $146,862 at 6%; with 50% employer match about $146,862 at 4% or $97,908 at 6%; with 100% employer match about $110,146 at 4% or $73,431 at 6%.
CORE 4 FINANCIAL 401(K) PLAN-7$735,759$61,682$8,812iApproximate average salary by contribution assumption: employee only about $220,293 at 4% or $146,862 at 6%; with 50% employer match about $146,862 at 4% or $97,908 at 6%; with 100% employer match about $110,146 at 4% or $73,431 at 6%.
202216$556,008$61,033$10,172iApproximate average salary by contribution assumption: employee only about $254,304 at 4% or $169,536 at 6%; with 50% employer match about $169,536 at 4% or $113,024 at 6%; with 100% employer match about $127,152 at 4% or $84,768 at 6%.
CORE 4 FINANCIAL 401(K) PLAN-6$556,008$61,033$10,172iApproximate average salary by contribution assumption: employee only about $254,304 at 4% or $169,536 at 6%; with 50% employer match about $169,536 at 4% or $113,024 at 6%; with 100% employer match about $127,152 at 4% or $84,768 at 6%.
202114$608,823$185,061$46,265iApproximate average salary by contribution assumption: employee only about $1,156,631 at 4% or $771,088 at 6%; with 50% employer match about $771,088 at 4% or $514,058 at 6%; with 100% employer match about $578,316 at 4% or $385,544 at 6%.
CORE 4 FINANCIAL 401(K) PLAN-4$608,823$185,061$46,265iApproximate average salary by contribution assumption: employee only about $1,156,631 at 4% or $771,088 at 6%; with 50% employer match about $771,088 at 4% or $514,058 at 6%; with 100% employer match about $578,316 at 4% or $385,544 at 6%.
202014$344,724$166,439$41,610iApproximate average salary by contribution assumption: employee only about $1,040,244 at 4% or $693,496 at 6%; with 50% employer match about $693,496 at 4% or $462,331 at 6%; with 100% employer match about $520,122 at 4% or $346,748 at 6%.
CORE 4 FINANCIAL 401(K) PLAN-4$344,724$166,439$41,610iApproximate average salary by contribution assumption: employee only about $1,040,244 at 4% or $693,496 at 6%; with 50% employer match about $693,496 at 4% or $462,331 at 6%; with 100% employer match about $520,122 at 4% or $346,748 at 6%.
201913$123,576$111,753$37,251iApproximate average salary by contribution assumption: employee only about $931,275 at 4% or $620,850 at 6%; with 50% employer match about $620,850 at 4% or $413,900 at 6%; with 100% employer match about $465,638 at 4% or $310,425 at 6%.
CORE 4 FINANCIAL 401(K) PLAN-3$123,576$111,753$37,251iApproximate average salary by contribution assumption: employee only about $931,275 at 4% or $620,850 at 6%; with 50% employer match about $620,850 at 4% or $413,900 at 6%; with 100% employer match about $465,638 at 4% or $310,425 at 6%.