Civic Intelligence

G&D FINANCIAL LLC

Plan context: G&D FINANCIAL LLC 401(K) PLAN

EIN 87-2629966 • Camarillo, CA • 4 filings • 1 plans

400 W Ventura BlvdSte 205Camarillo, CA 93010
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$481,644

2025 Contributions

$108,935

Historical Graphs

Total Assets Over Time

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

$481,644$240,822$0202220242025YearValue
$481,644Latest year 2025

Participants Over Time

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

630202220242025YearValue
6Latest 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
202516$481,644$108,935$18,156iApproximate average salary by contribution assumption: employee only about $453,896 at 4% or $302,597 at 6%; with 50% employer match about $302,597 at 4% or $201,731 at 6%; with 100% employer match about $226,948 at 4% or $151,299 at 6%.
G&D FINANCIAL LLC 401(K) PLAN-6$481,644$108,935$18,156iApproximate average salary by contribution assumption: employee only about $453,896 at 4% or $302,597 at 6%; with 50% employer match about $302,597 at 4% or $201,731 at 6%; with 100% employer match about $226,948 at 4% or $151,299 at 6%.
202415$328,038$87,505$17,501iApproximate average salary by contribution assumption: employee only about $437,525 at 4% or $291,683 at 6%; with 50% employer match about $291,683 at 4% or $194,456 at 6%; with 100% employer match about $218,763 at 4% or $145,842 at 6%.
G&D FINANCIAL LLC 401(K) PLAN-5$328,038$87,505$17,501iApproximate average salary by contribution assumption: employee only about $437,525 at 4% or $291,683 at 6%; with 50% employer match about $291,683 at 4% or $194,456 at 6%; with 100% employer match about $218,763 at 4% or $145,842 at 6%.
202314$196,530$100,908$25,227iApproximate average salary by contribution assumption: employee only about $630,675 at 4% or $420,450 at 6%; with 50% employer match about $420,450 at 4% or $280,300 at 6%; with 100% employer match about $315,338 at 4% or $210,225 at 6%.
G&D FINANCIAL LLC 401(K) PLAN-4$196,530$100,908$25,227iApproximate average salary by contribution assumption: employee only about $630,675 at 4% or $420,450 at 6%; with 50% employer match about $420,450 at 4% or $280,300 at 6%; with 100% employer match about $315,338 at 4% or $210,225 at 6%.
202214$69,045$71,326$17,832iApproximate average salary by contribution assumption: employee only about $445,788 at 4% or $297,192 at 6%; with 50% employer match about $297,192 at 4% or $198,128 at 6%; with 100% employer match about $222,894 at 4% or $148,596 at 6%.
G&D FINANCIAL LLC 401(K) PLAN-4$69,045$71,326$17,832iApproximate average salary by contribution assumption: employee only about $445,788 at 4% or $297,192 at 6%; with 50% employer match about $297,192 at 4% or $198,128 at 6%; with 100% employer match about $222,894 at 4% or $148,596 at 6%.