Desimone Financial Inc.
Plan context: Desimone Consulting Group Retirement Plan
EIN 85-2513822 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$1,285,895
2024 Contributions
$208,307
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $1,285,895 | $0 | - |
| Desimone Consulting Group Retirement Plan | - | 1 | $1,285,895 | - | - |
| 2023 | 1 | 1 | $1,235,895 | $0 | - |
| Desimone Consulting Group Retirement Plan | - | 1 | $1,235,895 | - | - |
| 2022 | 1 | 1 | $1,215,894 | $0 | - |
| Desimone Consulting Group Retirement Plan | - | 1 | $1,215,894 | - | - |
| 2021 | 1 | 1 | $1,100,511 | $208,307 | $208,307iApproximate average salary by contribution assumption: employee only about $5,207,675 at 4% or $3,471,783 at 6%; with 50% employer match about $3,471,783 at 4% or $2,314,522 at 6%; with 100% employer match about $2,603,838 at 4% or $1,735,892 at 6%. |
| Desimone Consulting Group Retirement Plan | - | 1 | $1,100,511 | $208,307 | $208,307iApproximate average salary by contribution assumption: employee only about $5,207,675 at 4% or $3,471,783 at 6%; with 50% employer match about $3,471,783 at 4% or $2,314,522 at 6%; with 100% employer match about $2,603,838 at 4% or $1,735,892 at 6%. |
| 2020 | 1 | 1 | $1,075,502 | $1,347,404 | $1,347,404iApproximate average salary by contribution assumption: employee only about $33,685,100 at 4% or $22,456,733 at 6%; with 50% employer match about $22,456,733 at 4% or $14,971,156 at 6%; with 100% employer match about $16,842,550 at 4% or $11,228,367 at 6%. |
| Desimone Consulting Group Retirement Plan | - | 1 | $1,075,502 | $1,347,404 | $1,347,404iApproximate average salary by contribution assumption: employee only about $33,685,100 at 4% or $22,456,733 at 6%; with 50% employer match about $22,456,733 at 4% or $14,971,156 at 6%; with 100% employer match about $16,842,550 at 4% or $11,228,367 at 6%. |