Civic Intelligence

Greenberg Financial Group

Plan context: Greenberg Financial Group 401(K) Profit Sharing Plan

EIN 86-0903680 • Tucson, AZ • 27 filings • 6 plans

4511 N. Campbell Ave.Tucson, AZ 85718
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,400,766

2025 Contributions

$153,590

Historical Graphs

Total Assets Over Time

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

$1,890,773$945,387$0200020132025YearValue
$1,400,766Latest year 2025

Participants Over Time

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

1050200020132025YearValue
10Latest 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
2025110$1,400,766$153,590$15,359iApproximate average salary by contribution assumption: employee only about $383,975 at 4% or $255,983 at 6%; with 50% employer match about $255,983 at 4% or $170,656 at 6%; with 100% employer match about $191,988 at 4% or $127,992 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-10$1,400,766$153,590$15,359iApproximate average salary by contribution assumption: employee only about $383,975 at 4% or $255,983 at 6%; with 50% employer match about $255,983 at 4% or $170,656 at 6%; with 100% employer match about $191,988 at 4% or $127,992 at 6%.
2024110$1,459,239$130,271$13,027iApproximate average salary by contribution assumption: employee only about $325,678 at 4% or $217,118 at 6%; with 50% employer match about $217,118 at 4% or $144,746 at 6%; with 100% employer match about $162,839 at 4% or $108,559 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-10$1,459,239$130,271$13,027iApproximate average salary by contribution assumption: employee only about $325,678 at 4% or $217,118 at 6%; with 50% employer match about $217,118 at 4% or $144,746 at 6%; with 100% employer match about $162,839 at 4% or $108,559 at 6%.
202319$1,119,909$117,640$13,071iApproximate average salary by contribution assumption: employee only about $326,778 at 4% or $217,852 at 6%; with 50% employer match about $217,852 at 4% or $145,235 at 6%; with 100% employer match about $163,389 at 4% or $108,926 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-9$1,119,909$117,640$13,071iApproximate average salary by contribution assumption: employee only about $326,778 at 4% or $217,852 at 6%; with 50% employer match about $217,852 at 4% or $145,235 at 6%; with 100% employer match about $163,389 at 4% or $108,926 at 6%.
202217$910,399$116,964$16,709iApproximate average salary by contribution assumption: employee only about $417,729 at 4% or $278,486 at 6%; with 50% employer match about $278,486 at 4% or $185,657 at 6%; with 100% employer match about $208,864 at 4% or $139,243 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$910,399$116,964$16,709iApproximate average salary by contribution assumption: employee only about $417,729 at 4% or $278,486 at 6%; with 50% employer match about $278,486 at 4% or $185,657 at 6%; with 100% employer match about $208,864 at 4% or $139,243 at 6%.
202117$819,697$99,752$14,250iApproximate average salary by contribution assumption: employee only about $356,257 at 4% or $237,505 at 6%; with 50% employer match about $237,505 at 4% or $158,337 at 6%; with 100% employer match about $178,129 at 4% or $118,752 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$819,697$99,752$14,250iApproximate average salary by contribution assumption: employee only about $356,257 at 4% or $237,505 at 6%; with 50% employer match about $237,505 at 4% or $158,337 at 6%; with 100% employer match about $178,129 at 4% or $118,752 at 6%.
202015$653,101$147,596$29,519iApproximate average salary by contribution assumption: employee only about $737,980 at 4% or $491,987 at 6%; with 50% employer match about $491,987 at 4% or $327,991 at 6%; with 100% employer match about $368,990 at 4% or $245,993 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-5$653,101$147,596$29,519iApproximate average salary by contribution assumption: employee only about $737,980 at 4% or $491,987 at 6%; with 50% employer match about $491,987 at 4% or $327,991 at 6%; with 100% employer match about $368,990 at 4% or $245,993 at 6%.
201918$1,459,576$118,330$14,791iApproximate average salary by contribution assumption: employee only about $369,781 at 4% or $246,521 at 6%; with 50% employer match about $246,521 at 4% or $164,347 at 6%; with 100% employer match about $184,891 at 4% or $123,260 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-8$1,459,576$118,330$14,791iApproximate average salary by contribution assumption: employee only about $369,781 at 4% or $246,521 at 6%; with 50% employer match about $246,521 at 4% or $164,347 at 6%; with 100% employer match about $184,891 at 4% or $123,260 at 6%.
201817$1,184,114$114,843$16,406iApproximate average salary by contribution assumption: employee only about $410,154 at 4% or $273,436 at 6%; with 50% employer match about $273,436 at 4% or $182,290 at 6%; with 100% employer match about $205,077 at 4% or $136,718 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$1,184,114$114,843$16,406iApproximate average salary by contribution assumption: employee only about $410,154 at 4% or $273,436 at 6%; with 50% employer match about $273,436 at 4% or $182,290 at 6%; with 100% employer match about $205,077 at 4% or $136,718 at 6%.
201727$1,890,773$177,292$25,327iApproximate average salary by contribution assumption: employee only about $633,186 at 4% or $422,124 at 6%; with 50% employer match about $422,124 at 4% or $281,416 at 6%; with 100% employer match about $316,593 at 4% or $211,062 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$1,154,693$107,385$15,341iApproximate average salary by contribution assumption: employee only about $383,518 at 4% or $255,679 at 6%; with 50% employer match about $255,679 at 4% or $170,452 at 6%; with 100% employer match about $191,759 at 4% or $127,839 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-6$736,080$69,907$11,651iApproximate average salary by contribution assumption: employee only about $291,279 at 4% or $194,186 at 6%; with 50% employer match about $194,186 at 4% or $129,457 at 6%; with 100% employer match about $145,640 at 4% or $97,093 at 6%.
201617$972,993$94,175$13,454iApproximate average salary by contribution assumption: employee only about $336,339 at 4% or $224,226 at 6%; with 50% employer match about $224,226 at 4% or $149,484 at 6%; with 100% employer match about $168,170 at 4% or $112,113 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$972,993$94,175$13,454iApproximate average salary by contribution assumption: employee only about $336,339 at 4% or $224,226 at 6%; with 50% employer match about $224,226 at 4% or $149,484 at 6%; with 100% employer match about $168,170 at 4% or $112,113 at 6%.
201517$877,402$89,178$12,740iApproximate average salary by contribution assumption: employee only about $318,493 at 4% or $212,329 at 6%; with 50% employer match about $212,329 at 4% or $141,552 at 6%; with 100% employer match about $159,246 at 4% or $106,164 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$877,402$89,178$12,740iApproximate average salary by contribution assumption: employee only about $318,493 at 4% or $212,329 at 6%; with 50% employer match about $212,329 at 4% or $141,552 at 6%; with 100% employer match about $159,246 at 4% or $106,164 at 6%.
201417$882,732$86,651$12,379iApproximate average salary by contribution assumption: employee only about $309,468 at 4% or $206,312 at 6%; with 50% employer match about $206,312 at 4% or $137,541 at 6%; with 100% employer match about $154,734 at 4% or $103,156 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$882,732$86,651$12,379iApproximate average salary by contribution assumption: employee only about $309,468 at 4% or $206,312 at 6%; with 50% employer match about $206,312 at 4% or $137,541 at 6%; with 100% employer match about $154,734 at 4% or $103,156 at 6%.
201316$715,852$97,988$16,331iApproximate average salary by contribution assumption: employee only about $408,283 at 4% or $272,189 at 6%; with 50% employer match about $272,189 at 4% or $181,459 at 6%; with 100% employer match about $204,142 at 4% or $136,094 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-6$715,852$97,988$16,331iApproximate average salary by contribution assumption: employee only about $408,283 at 4% or $272,189 at 6%; with 50% employer match about $272,189 at 4% or $181,459 at 6%; with 100% employer match about $204,142 at 4% or $136,094 at 6%.
201217$621,422$94,652$13,522iApproximate average salary by contribution assumption: employee only about $338,043 at 4% or $225,362 at 6%; with 50% employer match about $225,362 at 4% or $150,241 at 6%; with 100% employer match about $169,021 at 4% or $112,681 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$621,422$94,652$13,522iApproximate average salary by contribution assumption: employee only about $338,043 at 4% or $225,362 at 6%; with 50% employer match about $225,362 at 4% or $150,241 at 6%; with 100% employer match about $169,021 at 4% or $112,681 at 6%.
201117$527,981$74,098$10,585iApproximate average salary by contribution assumption: employee only about $264,636 at 4% or $176,424 at 6%; with 50% employer match about $176,424 at 4% or $117,616 at 6%; with 100% employer match about $132,318 at 4% or $88,212 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$527,981$74,098$10,585iApproximate average salary by contribution assumption: employee only about $264,636 at 4% or $176,424 at 6%; with 50% employer match about $176,424 at 4% or $117,616 at 6%; with 100% employer match about $132,318 at 4% or $88,212 at 6%.
201017$499,687$72,984$10,426iApproximate average salary by contribution assumption: employee only about $260,657 at 4% or $173,771 at 6%; with 50% employer match about $173,771 at 4% or $115,848 at 6%; with 100% employer match about $130,329 at 4% or $86,886 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$499,687$72,984$10,426iApproximate average salary by contribution assumption: employee only about $260,657 at 4% or $173,771 at 6%; with 50% employer match about $173,771 at 4% or $115,848 at 6%; with 100% employer match about $130,329 at 4% or $86,886 at 6%.
200916$431,437$77,162$12,860iApproximate average salary by contribution assumption: employee only about $321,508 at 4% or $214,339 at 6%; with 50% employer match about $214,339 at 4% or $142,893 at 6%; with 100% employer match about $160,754 at 4% or $107,169 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-6$431,437$77,162$12,860iApproximate average salary by contribution assumption: employee only about $321,508 at 4% or $214,339 at 6%; with 50% employer match about $214,339 at 4% or $142,893 at 6%; with 100% employer match about $160,754 at 4% or $107,169 at 6%.
200816$326,643$80,617$13,436iApproximate average salary by contribution assumption: employee only about $335,904 at 4% or $223,936 at 6%; with 50% employer match about $223,936 at 4% or $149,291 at 6%; with 100% employer match about $167,952 at 4% or $111,968 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-6$326,643$80,617$13,436iApproximate average salary by contribution assumption: employee only about $335,904 at 4% or $223,936 at 6%; with 50% employer match about $223,936 at 4% or $149,291 at 6%; with 100% employer match about $167,952 at 4% or $111,968 at 6%.
200716$431,600$104,242$17,374iApproximate average salary by contribution assumption: employee only about $434,342 at 4% or $289,561 at 6%; with 50% employer match about $289,561 at 4% or $193,041 at 6%; with 100% employer match about $217,171 at 4% or $144,781 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-6$431,600$104,242$17,374iApproximate average salary by contribution assumption: employee only about $434,342 at 4% or $289,561 at 6%; with 50% employer match about $289,561 at 4% or $193,041 at 6%; with 100% employer match about $217,171 at 4% or $144,781 at 6%.
200615$318,382$77,211$15,442iApproximate average salary by contribution assumption: employee only about $386,055 at 4% or $257,370 at 6%; with 50% employer match about $257,370 at 4% or $171,580 at 6%; with 100% employer match about $193,028 at 4% or $128,685 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-5$318,382$77,211$15,442iApproximate average salary by contribution assumption: employee only about $386,055 at 4% or $257,370 at 6%; with 50% employer match about $257,370 at 4% or $171,580 at 6%; with 100% employer match about $193,028 at 4% or $128,685 at 6%.
200516$324,490$100,985$16,831iApproximate average salary by contribution assumption: employee only about $420,771 at 4% or $280,514 at 6%; with 50% employer match about $280,514 at 4% or $187,009 at 6%; with 100% employer match about $210,385 at 4% or $140,257 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-6$324,490$100,985$16,831iApproximate average salary by contribution assumption: employee only about $420,771 at 4% or $280,514 at 6%; with 50% employer match about $280,514 at 4% or $187,009 at 6%; with 100% employer match about $210,385 at 4% or $140,257 at 6%.
200416$225,719$84,977$14,163iApproximate average salary by contribution assumption: employee only about $354,071 at 4% or $236,047 at 6%; with 50% employer match about $236,047 at 4% or $157,365 at 6%; with 100% employer match about $177,035 at 4% or $118,024 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-6$225,719$84,977$14,163iApproximate average salary by contribution assumption: employee only about $354,071 at 4% or $236,047 at 6%; with 50% employer match about $236,047 at 4% or $157,365 at 6%; with 100% employer match about $177,035 at 4% or $118,024 at 6%.
200317$132,210$42,394$6,056iApproximate average salary by contribution assumption: employee only about $151,407 at 4% or $100,938 at 6%; with 50% employer match about $100,938 at 4% or $67,292 at 6%; with 100% employer match about $75,704 at 4% or $50,469 at 6%.
Greenberg Financial Group 401(K) Profit Sharing Plan-7$132,210$42,394$6,056iApproximate average salary by contribution assumption: employee only about $151,407 at 4% or $100,938 at 6%; with 50% employer match about $100,938 at 4% or $67,292 at 6%; with 100% employer match about $75,704 at 4% or $50,469 at 6%.
200216$83,292$46,474$7,746iApproximate average salary by contribution assumption: employee only about $193,642 at 4% or $129,094 at 6%; with 50% employer match about $129,094 at 4% or $86,063 at 6%; with 100% employer match about $96,821 at 4% or $64,547 at 6%.
Greenberg Nehls & Co. Inc. 401K Profit Sharing Plan-6$83,292$46,474$7,746iApproximate average salary by contribution assumption: employee only about $193,642 at 4% or $129,094 at 6%; with 50% employer match about $129,094 at 4% or $86,063 at 6%; with 100% employer match about $96,821 at 4% or $64,547 at 6%.
200118$65,714$46,969$5,871iApproximate average salary by contribution assumption: employee only about $146,778 at 4% or $97,852 at 6%; with 50% employer match about $97,852 at 4% or $65,235 at 6%; with 100% employer match about $73,389 at 4% or $48,926 at 6%.
Greenberg Nehls & Co. Inc. 401K Profit Sharing Plan-8$65,714$46,969$5,871iApproximate average salary by contribution assumption: employee only about $146,778 at 4% or $97,852 at 6%; with 50% employer match about $97,852 at 4% or $65,235 at 6%; with 100% employer match about $73,389 at 4% or $48,926 at 6%.
200019$30,980$39,201$4,356iApproximate average salary by contribution assumption: employee only about $108,892 at 4% or $72,594 at 6%; with 50% employer match about $72,594 at 4% or $48,396 at 6%; with 100% employer match about $54,446 at 4% or $36,297 at 6%.
Greenberg Nehls & Co. Inc. 401K Profit Sharing Plan-9$30,980$39,201$4,356iApproximate average salary by contribution assumption: employee only about $108,892 at 4% or $72,594 at 6%; with 50% employer match about $72,594 at 4% or $48,396 at 6%; with 100% employer match about $54,446 at 4% or $36,297 at 6%.