CITRUS VIEW FINANCIAL, INC.
Plan context: CITRUS VIEW FINANCIAL, INC. 401(K) PLAN
EIN 84-2572549 • Lake Wales, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$751,824
2025 Contributions
$102,669
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $751,824 | $102,669 | $25,667iApproximate average salary by contribution assumption: employee only about $641,681 at 4% or $427,788 at 6%; with 50% employer match about $427,788 at 4% or $285,192 at 6%; with 100% employer match about $320,841 at 4% or $213,894 at 6%. |
| CITRUS VIEW FINANCIAL, INC. 401(K) PLAN | - | 4 | $751,824 | $102,669 | $25,667iApproximate average salary by contribution assumption: employee only about $641,681 at 4% or $427,788 at 6%; with 50% employer match about $427,788 at 4% or $285,192 at 6%; with 100% employer match about $320,841 at 4% or $213,894 at 6%. |
| 2024 | 1 | 4 | $540,750 | $77,912 | $19,478iApproximate average salary by contribution assumption: employee only about $486,950 at 4% or $324,633 at 6%; with 50% employer match about $324,633 at 4% or $216,422 at 6%; with 100% employer match about $243,475 at 4% or $162,317 at 6%. |
| CITRUS VIEW FINANCIAL, INC. 401(K) PLAN | - | 4 | $540,750 | $77,912 | $19,478iApproximate average salary by contribution assumption: employee only about $486,950 at 4% or $324,633 at 6%; with 50% employer match about $324,633 at 4% or $216,422 at 6%; with 100% employer match about $243,475 at 4% or $162,317 at 6%. |
| 2023 | 1 | 4 | $381,105 | $86,140 | $21,535iApproximate average salary by contribution assumption: employee only about $538,375 at 4% or $358,917 at 6%; with 50% employer match about $358,917 at 4% or $239,278 at 6%; with 100% employer match about $269,188 at 4% or $179,458 at 6%. |
| CITRUS VIEW FINANCIAL, INC. 401(K) PLAN | - | 4 | $381,105 | $86,140 | $21,535iApproximate average salary by contribution assumption: employee only about $538,375 at 4% or $358,917 at 6%; with 50% employer match about $358,917 at 4% or $239,278 at 6%; with 100% employer match about $269,188 at 4% or $179,458 at 6%. |
| 2022 | 1 | 4 | $232,208 | $77,141 | $19,285iApproximate average salary by contribution assumption: employee only about $482,131 at 4% or $321,421 at 6%; with 50% employer match about $321,421 at 4% or $214,281 at 6%; with 100% employer match about $241,066 at 4% or $160,710 at 6%. |
| CITRUS VIEW FINANCIAL, INC. 401(K) PLAN | - | 4 | $232,208 | $77,141 | $19,285iApproximate average salary by contribution assumption: employee only about $482,131 at 4% or $321,421 at 6%; with 50% employer match about $321,421 at 4% or $214,281 at 6%; with 100% employer match about $241,066 at 4% or $160,710 at 6%. |
| 2021 | 1 | 4 | $200,427 | $81,261 | $20,315iApproximate average salary by contribution assumption: employee only about $507,881 at 4% or $338,588 at 6%; with 50% employer match about $338,588 at 4% or $225,725 at 6%; with 100% employer match about $253,941 at 4% or $169,294 at 6%. |
| CITRUS VIEW FINANCIAL, INC. 401(K) PLAN | - | 4 | $200,427 | $81,261 | $20,315iApproximate average salary by contribution assumption: employee only about $507,881 at 4% or $338,588 at 6%; with 50% employer match about $338,588 at 4% or $225,725 at 6%; with 100% employer match about $253,941 at 4% or $169,294 at 6%. |
| 2020 | 1 | 5 | $101,183 | $84,470 | $16,894iApproximate average salary by contribution assumption: employee only about $422,350 at 4% or $281,567 at 6%; with 50% employer match about $281,567 at 4% or $187,711 at 6%; with 100% employer match about $211,175 at 4% or $140,783 at 6%. |
| CITRUS VIEW FINANCIAL, INC. 401(K) PLAN | - | 5 | $101,183 | $84,470 | $16,894iApproximate average salary by contribution assumption: employee only about $422,350 at 4% or $281,567 at 6%; with 50% employer match about $281,567 at 4% or $187,711 at 6%; with 100% employer match about $211,175 at 4% or $140,783 at 6%. |
| 2019 | 1 | 2 | $4,290 | $4,290 | $2,145iApproximate average salary by contribution assumption: employee only about $53,625 at 4% or $35,750 at 6%; with 50% employer match about $35,750 at 4% or $23,833 at 6%; with 100% employer match about $26,813 at 4% or $17,875 at 6%. |
| CITRUS VIEW FINANCIAL, INC. 401(K) PLAN | - | 2 | $4,290 | $4,290 | $2,145iApproximate average salary by contribution assumption: employee only about $53,625 at 4% or $35,750 at 6%; with 50% employer match about $35,750 at 4% or $23,833 at 6%; with 100% employer match about $26,813 at 4% or $17,875 at 6%. |