Civic Intelligence

The Pacific Financial Group Inc.

Plan context: The Pacific Financial Group Retirement Savings Plan

EIN 91-1257006 • Bellevue, WA • 29 filings • 4 plans

11811 NE First StreetSuite 201Bellevue, WA 98005
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$5,021,204

2024 Contributions

$653,709

Historical Graphs

Total Assets Over Time

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

$7,010,325$3,505,163$0199920122024YearValue
$5,021,204Latest year 2024

Participants Over Time

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

77390199920122024YearValue
65Latest year 2024

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
2024165$5,021,204$653,709$10,057iApproximate average salary by contribution assumption: employee only about $251,427 at 4% or $167,618 at 6%; with 50% employer match about $167,618 at 4% or $111,745 at 6%; with 100% employer match about $125,713 at 4% or $83,809 at 6%.
The Pacific Financial Group Retirement Savings Plan-65$5,021,204$653,709$10,057iApproximate average salary by contribution assumption: employee only about $251,427 at 4% or $167,618 at 6%; with 50% employer match about $167,618 at 4% or $111,745 at 6%; with 100% employer match about $125,713 at 4% or $83,809 at 6%.
2023171$5,450,891$679,514$9,571iApproximate average salary by contribution assumption: employee only about $239,265 at 4% or $159,510 at 6%; with 50% employer match about $159,510 at 4% or $106,340 at 6%; with 100% employer match about $119,633 at 4% or $79,755 at 6%.
The Pacific Financial Group Retirement Savings Plan-71$5,450,891$679,514$9,571iApproximate average salary by contribution assumption: employee only about $239,265 at 4% or $159,510 at 6%; with 50% employer match about $159,510 at 4% or $106,340 at 6%; with 100% employer match about $119,633 at 4% or $79,755 at 6%.
2022177$5,931,827$748,430$9,720iApproximate average salary by contribution assumption: employee only about $242,997 at 4% or $161,998 at 6%; with 50% employer match about $161,998 at 4% or $107,999 at 6%; with 100% employer match about $121,498 at 4% or $80,999 at 6%.
The Pacific Financial Group Retirement Savings Plan-77$5,931,827$748,430$9,720iApproximate average salary by contribution assumption: employee only about $242,997 at 4% or $161,998 at 6%; with 50% employer match about $161,998 at 4% or $107,999 at 6%; with 100% employer match about $121,498 at 4% or $80,999 at 6%.
2021168$7,010,325$819,339$12,049iApproximate average salary by contribution assumption: employee only about $301,228 at 4% or $200,818 at 6%; with 50% employer match about $200,818 at 4% or $133,879 at 6%; with 100% employer match about $150,614 at 4% or $100,409 at 6%.
The Pacific Financial Group Retirement Savings Plan-68$7,010,325$819,339$12,049iApproximate average salary by contribution assumption: employee only about $301,228 at 4% or $200,818 at 6%; with 50% employer match about $200,818 at 4% or $133,879 at 6%; with 100% employer match about $150,614 at 4% or $100,409 at 6%.
2020156$5,077,086$458,546$8,188iApproximate average salary by contribution assumption: employee only about $204,708 at 4% or $136,472 at 6%; with 50% employer match about $136,472 at 4% or $90,981 at 6%; with 100% employer match about $102,354 at 4% or $68,236 at 6%.
The Pacific Financial Group Retirement Savings Plan-56$5,077,086$458,546$8,188iApproximate average salary by contribution assumption: employee only about $204,708 at 4% or $136,472 at 6%; with 50% employer match about $136,472 at 4% or $90,981 at 6%; with 100% employer match about $102,354 at 4% or $68,236 at 6%.
2019149$4,848,595$409,209$8,351iApproximate average salary by contribution assumption: employee only about $208,780 at 4% or $139,187 at 6%; with 50% employer match about $139,187 at 4% or $92,791 at 6%; with 100% employer match about $104,390 at 4% or $69,593 at 6%.
The Pacific Financial Group Retirement Savings Plan-49$4,848,595$409,209$8,351iApproximate average salary by contribution assumption: employee only about $208,780 at 4% or $139,187 at 6%; with 50% employer match about $139,187 at 4% or $92,791 at 6%; with 100% employer match about $104,390 at 4% or $69,593 at 6%.
2018142$3,627,805$367,166$8,742iApproximate average salary by contribution assumption: employee only about $218,551 at 4% or $145,701 at 6%; with 50% employer match about $145,701 at 4% or $97,134 at 6%; with 100% employer match about $109,276 at 4% or $72,850 at 6%.
The Pacific Financial Group Retirement Savings Plan-42$3,627,805$367,166$8,742iApproximate average salary by contribution assumption: employee only about $218,551 at 4% or $145,701 at 6%; with 50% employer match about $145,701 at 4% or $97,134 at 6%; with 100% employer match about $109,276 at 4% or $72,850 at 6%.
2017138$3,632,062$471,671$12,412iApproximate average salary by contribution assumption: employee only about $310,310 at 4% or $206,873 at 6%; with 50% employer match about $206,873 at 4% or $137,915 at 6%; with 100% employer match about $155,155 at 4% or $103,437 at 6%.
The Pacific Financial Group Retirement Savings Plan-38$3,632,062$471,671$12,412iApproximate average salary by contribution assumption: employee only about $310,310 at 4% or $206,873 at 6%; with 50% employer match about $206,873 at 4% or $137,915 at 6%; with 100% employer match about $155,155 at 4% or $103,437 at 6%.
2016126$2,638,396$269,728$10,374iApproximate average salary by contribution assumption: employee only about $259,354 at 4% or $172,903 at 6%; with 50% employer match about $172,903 at 4% or $115,268 at 6%; with 100% employer match about $129,677 at 4% or $86,451 at 6%.
The Pacific Financial Group Retirement Savings Plan-26$2,638,396$269,728$10,374iApproximate average salary by contribution assumption: employee only about $259,354 at 4% or $172,903 at 6%; with 50% employer match about $172,903 at 4% or $115,268 at 6%; with 100% employer match about $129,677 at 4% or $86,451 at 6%.
2015126$2,013,479$217,507$8,366iApproximate average salary by contribution assumption: employee only about $209,141 at 4% or $139,428 at 6%; with 50% employer match about $139,428 at 4% or $92,952 at 6%; with 100% employer match about $104,571 at 4% or $69,714 at 6%.
The Pacific Financial Group Retirement Savings Plan-26$2,013,479$217,507$8,366iApproximate average salary by contribution assumption: employee only about $209,141 at 4% or $139,428 at 6%; with 50% employer match about $139,428 at 4% or $92,952 at 6%; with 100% employer match about $104,571 at 4% or $69,714 at 6%.
2014125$1,889,944$201,020$8,041iApproximate average salary by contribution assumption: employee only about $201,020 at 4% or $134,013 at 6%; with 50% employer match about $134,013 at 4% or $89,342 at 6%; with 100% employer match about $100,510 at 4% or $67,007 at 6%.
The Pacific Financial Group Retirement Savings Plan-25$1,889,944$201,020$8,041iApproximate average salary by contribution assumption: employee only about $201,020 at 4% or $134,013 at 6%; with 50% employer match about $134,013 at 4% or $89,342 at 6%; with 100% employer match about $100,510 at 4% or $67,007 at 6%.
2013122$1,565,389$165,146$7,507iApproximate average salary by contribution assumption: employee only about $187,666 at 4% or $125,111 at 6%; with 50% employer match about $125,111 at 4% or $83,407 at 6%; with 100% employer match about $93,833 at 4% or $62,555 at 6%.
The Pacific Financial Group Retirement Savings Plan-22$1,565,389$165,146$7,507iApproximate average salary by contribution assumption: employee only about $187,666 at 4% or $125,111 at 6%; with 50% employer match about $125,111 at 4% or $83,407 at 6%; with 100% employer match about $93,833 at 4% or $62,555 at 6%.
2012122$1,294,425$140,045$6,366iApproximate average salary by contribution assumption: employee only about $159,142 at 4% or $106,095 at 6%; with 50% employer match about $106,095 at 4% or $70,730 at 6%; with 100% employer match about $79,571 at 4% or $53,047 at 6%.
The Pacific Financial Group Retirement Savings Plan-22$1,294,425$140,045$6,366iApproximate average salary by contribution assumption: employee only about $159,142 at 4% or $106,095 at 6%; with 50% employer match about $106,095 at 4% or $70,730 at 6%; with 100% employer match about $79,571 at 4% or $53,047 at 6%.
2011121$1,047,190$132,219$6,296iApproximate average salary by contribution assumption: employee only about $157,404 at 4% or $104,936 at 6%; with 50% employer match about $104,936 at 4% or $69,957 at 6%; with 100% employer match about $78,702 at 4% or $52,468 at 6%.
The Pacific Financial Group Retirement Savings Plan-21$1,047,190$132,219$6,296iApproximate average salary by contribution assumption: employee only about $157,404 at 4% or $104,936 at 6%; with 50% employer match about $104,936 at 4% or $69,957 at 6%; with 100% employer match about $78,702 at 4% or $52,468 at 6%.
2010118$996,219$99,044$5,502iApproximate average salary by contribution assumption: employee only about $137,561 at 4% or $91,707 at 6%; with 50% employer match about $91,707 at 4% or $61,138 at 6%; with 100% employer match about $68,781 at 4% or $45,854 at 6%.
The Pacific Financial Group Retirement Savings Plan-18$996,219$99,044$5,502iApproximate average salary by contribution assumption: employee only about $137,561 at 4% or $91,707 at 6%; with 50% employer match about $91,707 at 4% or $61,138 at 6%; with 100% employer match about $68,781 at 4% or $45,854 at 6%.
2009116$810,915$95,285$5,955iApproximate average salary by contribution assumption: employee only about $148,883 at 4% or $99,255 at 6%; with 50% employer match about $99,255 at 4% or $66,170 at 6%; with 100% employer match about $74,441 at 4% or $49,628 at 6%.
The Pacific Financial Group Retirement Savings Plan-16$810,915$95,285$5,955iApproximate average salary by contribution assumption: employee only about $148,883 at 4% or $99,255 at 6%; with 50% employer match about $99,255 at 4% or $66,170 at 6%; with 100% employer match about $74,441 at 4% or $49,628 at 6%.
2008117$635,710$97,538$5,738iApproximate average salary by contribution assumption: employee only about $143,438 at 4% or $95,625 at 6%; with 50% employer match about $95,625 at 4% or $63,750 at 6%; with 100% employer match about $71,719 at 4% or $47,813 at 6%.
The Pacific Financial Group Retirement Savings Plan-17$635,710$97,538$5,738iApproximate average salary by contribution assumption: employee only about $143,438 at 4% or $95,625 at 6%; with 50% employer match about $95,625 at 4% or $63,750 at 6%; with 100% employer match about $71,719 at 4% or $47,813 at 6%.
2007112$0$0-
The Pacific Financial Group Retirement Savings Plan-12---
2006111$670,405$86,106$7,828iApproximate average salary by contribution assumption: employee only about $195,695 at 4% or $130,464 at 6%; with 50% employer match about $130,464 at 4% or $86,976 at 6%; with 100% employer match about $97,848 at 4% or $65,232 at 6%.
The Pacific Financial Group Retirement Savings Plan-11$670,405$86,106$7,828iApproximate average salary by contribution assumption: employee only about $195,695 at 4% or $130,464 at 6%; with 50% employer match about $130,464 at 4% or $86,976 at 6%; with 100% employer match about $97,848 at 4% or $65,232 at 6%.
2005112$908,194$124,852$10,404iApproximate average salary by contribution assumption: employee only about $260,108 at 4% or $173,406 at 6%; with 50% employer match about $173,406 at 4% or $115,604 at 6%; with 100% employer match about $130,054 at 4% or $86,703 at 6%.
The Pacific Financial Group Retirement Savings Plan-12$908,194$124,852$10,404iApproximate average salary by contribution assumption: employee only about $260,108 at 4% or $173,406 at 6%; with 50% employer match about $173,406 at 4% or $115,604 at 6%; with 100% employer match about $130,054 at 4% or $86,703 at 6%.
2004111$749,359$78,519$7,138iApproximate average salary by contribution assumption: employee only about $178,452 at 4% or $118,968 at 6%; with 50% employer match about $118,968 at 4% or $79,312 at 6%; with 100% employer match about $89,226 at 4% or $59,484 at 6%.
The Pacific Financial Group Retirement Savings Plan-11$749,359$78,519$7,138iApproximate average salary by contribution assumption: employee only about $178,452 at 4% or $118,968 at 6%; with 50% employer match about $118,968 at 4% or $79,312 at 6%; with 100% employer match about $89,226 at 4% or $59,484 at 6%.
2003111$627,139$59,769$5,434iApproximate average salary by contribution assumption: employee only about $135,839 at 4% or $90,559 at 6%; with 50% employer match about $90,559 at 4% or $60,373 at 6%; with 100% employer match about $67,919 at 4% or $45,280 at 6%.
The Pacific Financial Group Retirement Savings Plan-11$627,139$59,769$5,434iApproximate average salary by contribution assumption: employee only about $135,839 at 4% or $90,559 at 6%; with 50% employer match about $90,559 at 4% or $60,373 at 6%; with 100% employer match about $67,919 at 4% or $45,280 at 6%.
2002112$448,038$71,545$5,962iApproximate average salary by contribution assumption: employee only about $149,052 at 4% or $99,368 at 6%; with 50% employer match about $99,368 at 4% or $66,245 at 6%; with 100% employer match about $74,526 at 4% or $49,684 at 6%.
The Pacific Financial Group Retirement Savings Plan-12$448,038$71,545$5,962iApproximate average salary by contribution assumption: employee only about $149,052 at 4% or $99,368 at 6%; with 50% employer match about $99,368 at 4% or $66,245 at 6%; with 100% employer match about $74,526 at 4% or $49,684 at 6%.
2001212$448,990$140,985$11,749iApproximate average salary by contribution assumption: employee only about $293,719 at 4% or $195,813 at 6%; with 50% employer match about $195,813 at 4% or $130,542 at 6%; with 100% employer match about $146,859 at 4% or $97,906 at 6%.
The Pacific Financial Group Retirement Savings Plan-12$448,990$87,900$7,325iApproximate average salary by contribution assumption: employee only about $183,125 at 4% or $122,083 at 6%; with 50% employer match about $122,083 at 4% or $81,389 at 6%; with 100% employer match about $91,563 at 4% or $61,042 at 6%.
The Pacific Financial Group Inc. Money Purchase Pension Plan-12-$53,085$4,424iApproximate average salary by contribution assumption: employee only about $110,594 at 4% or $73,729 at 6%; with 50% employer match about $73,729 at 4% or $49,153 at 6%; with 100% employer match about $55,297 at 4% or $36,865 at 6%.
200028$358,999$164,270$20,534iApproximate average salary by contribution assumption: employee only about $513,344 at 4% or $342,229 at 6%; with 50% employer match about $342,229 at 4% or $228,153 at 6%; with 100% employer match about $256,672 at 4% or $171,115 at 6%.
The Pacific Financial Group Retirement Savings Plan-8$257,695$123,744$15,468iApproximate average salary by contribution assumption: employee only about $386,700 at 4% or $257,800 at 6%; with 50% employer match about $257,800 at 4% or $171,867 at 6%; with 100% employer match about $193,350 at 4% or $128,900 at 6%.
The Pacific Financial Group Inc. Money Purchase Pension Plan-7$101,304$40,526$5,789iApproximate average salary by contribution assumption: employee only about $144,736 at 4% or $96,490 at 6%; with 50% employer match about $96,490 at 4% or $64,327 at 6%; with 100% employer match about $72,368 at 4% or $48,245 at 6%.
199927$367,331$122,103$17,443iApproximate average salary by contribution assumption: employee only about $436,082 at 4% or $290,721 at 6%; with 50% employer match about $290,721 at 4% or $193,814 at 6%; with 100% employer match about $218,041 at 4% or $145,361 at 6%.
The Pacific Financial Group Retirement Savings Plan-7$270,245$78,014$11,145iApproximate average salary by contribution assumption: employee only about $278,621 at 4% or $185,748 at 6%; with 50% employer match about $185,748 at 4% or $123,832 at 6%; with 100% employer match about $139,311 at 4% or $92,874 at 6%.
The Pacific Financial Group Inc. Money Purchase Pension Plan-7$97,086$44,089$6,298iApproximate average salary by contribution assumption: employee only about $157,461 at 4% or $104,974 at 6%; with 50% employer match about $104,974 at 4% or $69,983 at 6%; with 100% employer match about $78,730 at 4% or $52,487 at 6%.