Civic Intelligence

Equifina

Plan context: Equifina 401(K) Plan

EIN 87-1249327 • Cary, NC • 4 filings • 1 plans

215 E Chatham StreetSuite 215Cary, NC 27511
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$572,908

2025 Contributions

$38,706

Historical Graphs

Total Assets Over Time

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

$713,536$356,768$0202220242025YearValue
$572,908Latest year 2025

Participants Over Time

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

1580202220242025YearValue
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$572,908$38,706$3,871iApproximate average salary by contribution assumption: employee only about $96,765 at 4% or $64,510 at 6%; with 50% employer match about $64,510 at 4% or $43,007 at 6%; with 100% employer match about $48,383 at 4% or $32,255 at 6%.
Equifina 401(K) Plan-10$572,908$38,706$3,871iApproximate average salary by contribution assumption: employee only about $96,765 at 4% or $64,510 at 6%; with 50% employer match about $64,510 at 4% or $43,007 at 6%; with 100% employer match about $48,383 at 4% or $32,255 at 6%.
2024115$713,536$430,405$28,694iApproximate average salary by contribution assumption: employee only about $717,342 at 4% or $478,228 at 6%; with 50% employer match about $478,228 at 4% or $318,819 at 6%; with 100% employer match about $358,671 at 4% or $239,114 at 6%.
Equifina 401(K) Plan-15$713,536$430,405$28,694iApproximate average salary by contribution assumption: employee only about $717,342 at 4% or $478,228 at 6%; with 50% employer match about $478,228 at 4% or $318,819 at 6%; with 100% employer match about $358,671 at 4% or $239,114 at 6%.
2023112$314,640$116,579$9,715iApproximate average salary by contribution assumption: employee only about $242,873 at 4% or $161,915 at 6%; with 50% employer match about $161,915 at 4% or $107,944 at 6%; with 100% employer match about $121,436 at 4% or $80,958 at 6%.
Equifina 401(K) Plan-12$314,640$116,579$9,715iApproximate average salary by contribution assumption: employee only about $242,873 at 4% or $161,915 at 6%; with 50% employer match about $161,915 at 4% or $107,944 at 6%; with 100% employer match about $121,436 at 4% or $80,958 at 6%.
2022111$197,229$226,857$20,623iApproximate average salary by contribution assumption: employee only about $515,584 at 4% or $343,723 at 6%; with 50% employer match about $343,723 at 4% or $229,148 at 6%; with 100% employer match about $257,792 at 4% or $171,861 at 6%.
Equifina 401(K) Plan-11$197,229$226,857$20,623iApproximate average salary by contribution assumption: employee only about $515,584 at 4% or $343,723 at 6%; with 50% employer match about $343,723 at 4% or $229,148 at 6%; with 100% employer match about $257,792 at 4% or $171,861 at 6%.