Civic Intelligence

Panfili Financial Services Inc.

Plan context: Panfili Financial Services Inc. 401(K) Plan

EIN 91-1523689 • Port Orchard, WA • 11 filings • 1 plans

104 Tremont Street, Suite 240Port Orchard, WA 98366
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$1,072,816

2021 Contributions

$54,363

Historical Graphs

Total Assets Over Time

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

$1,072,816$536,408$0201120162020YearValue
$1,072,816Latest year 2020

Participants Over Time

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

320201120162020YearValue
3Latest year 2020

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
202110$0$54,363-
Panfili Financial Services Inc. 401(K) Plan-0$0$54,363-
202013$1,072,816$58,255$19,418iApproximate average salary by contribution assumption: employee only about $485,458 at 4% or $323,639 at 6%; with 50% employer match about $323,639 at 4% or $215,759 at 6%; with 100% employer match about $242,729 at 4% or $161,819 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$1,072,816$58,255$19,418iApproximate average salary by contribution assumption: employee only about $485,458 at 4% or $323,639 at 6%; with 50% employer match about $323,639 at 4% or $215,759 at 6%; with 100% employer match about $242,729 at 4% or $161,819 at 6%.
201913$900,012$54,889$18,296iApproximate average salary by contribution assumption: employee only about $457,408 at 4% or $304,939 at 6%; with 50% employer match about $304,939 at 4% or $203,293 at 6%; with 100% employer match about $228,704 at 4% or $152,469 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$900,012$54,889$18,296iApproximate average salary by contribution assumption: employee only about $457,408 at 4% or $304,939 at 6%; with 50% employer match about $304,939 at 4% or $203,293 at 6%; with 100% employer match about $228,704 at 4% or $152,469 at 6%.
201813$665,486$50,538$16,846iApproximate average salary by contribution assumption: employee only about $421,150 at 4% or $280,767 at 6%; with 50% employer match about $280,767 at 4% or $187,178 at 6%; with 100% employer match about $210,575 at 4% or $140,383 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$665,486$50,538$16,846iApproximate average salary by contribution assumption: employee only about $421,150 at 4% or $280,767 at 6%; with 50% employer match about $280,767 at 4% or $187,178 at 6%; with 100% employer match about $210,575 at 4% or $140,383 at 6%.
201713$638,538$72,227$24,076iApproximate average salary by contribution assumption: employee only about $601,892 at 4% or $401,261 at 6%; with 50% employer match about $401,261 at 4% or $267,507 at 6%; with 100% employer match about $300,946 at 4% or $200,631 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$638,538$72,227$24,076iApproximate average salary by contribution assumption: employee only about $601,892 at 4% or $401,261 at 6%; with 50% employer match about $401,261 at 4% or $267,507 at 6%; with 100% employer match about $300,946 at 4% or $200,631 at 6%.
201612$484,545$65,615$32,808iApproximate average salary by contribution assumption: employee only about $820,188 at 4% or $546,792 at 6%; with 50% employer match about $546,792 at 4% or $364,528 at 6%; with 100% employer match about $410,094 at 4% or $273,396 at 6%.
Panfili Financial Services Inc. 401(K) Plan-2$484,545$65,615$32,808iApproximate average salary by contribution assumption: employee only about $820,188 at 4% or $546,792 at 6%; with 50% employer match about $546,792 at 4% or $364,528 at 6%; with 100% employer match about $410,094 at 4% or $273,396 at 6%.
201513$399,943$62,689$20,896iApproximate average salary by contribution assumption: employee only about $522,408 at 4% or $348,272 at 6%; with 50% employer match about $348,272 at 4% or $232,181 at 6%; with 100% employer match about $261,204 at 4% or $174,136 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$399,943$62,689$20,896iApproximate average salary by contribution assumption: employee only about $522,408 at 4% or $348,272 at 6%; with 50% employer match about $348,272 at 4% or $232,181 at 6%; with 100% employer match about $261,204 at 4% or $174,136 at 6%.
201413$370,679$61,105$20,368iApproximate average salary by contribution assumption: employee only about $509,208 at 4% or $339,472 at 6%; with 50% employer match about $339,472 at 4% or $226,315 at 6%; with 100% employer match about $254,604 at 4% or $169,736 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$370,679$61,105$20,368iApproximate average salary by contribution assumption: employee only about $509,208 at 4% or $339,472 at 6%; with 50% employer match about $339,472 at 4% or $226,315 at 6%; with 100% employer match about $254,604 at 4% or $169,736 at 6%.
201313$255,715$62,852$20,951iApproximate average salary by contribution assumption: employee only about $523,767 at 4% or $349,178 at 6%; with 50% employer match about $349,178 at 4% or $232,785 at 6%; with 100% employer match about $261,883 at 4% or $174,589 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$255,715$62,852$20,951iApproximate average salary by contribution assumption: employee only about $523,767 at 4% or $349,178 at 6%; with 50% employer match about $349,178 at 4% or $232,785 at 6%; with 100% employer match about $261,883 at 4% or $174,589 at 6%.
201213$152,951$62,020$20,673iApproximate average salary by contribution assumption: employee only about $516,833 at 4% or $344,556 at 6%; with 50% employer match about $344,556 at 4% or $229,704 at 6%; with 100% employer match about $258,417 at 4% or $172,278 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$152,951$62,020$20,673iApproximate average salary by contribution assumption: employee only about $516,833 at 4% or $344,556 at 6%; with 50% employer match about $344,556 at 4% or $229,704 at 6%; with 100% employer match about $258,417 at 4% or $172,278 at 6%.
201113$82,027$80,783$26,928iApproximate average salary by contribution assumption: employee only about $673,192 at 4% or $448,794 at 6%; with 50% employer match about $448,794 at 4% or $299,196 at 6%; with 100% employer match about $336,596 at 4% or $224,397 at 6%.
Panfili Financial Services Inc. 401(K) Plan-3$82,027$80,783$26,928iApproximate average salary by contribution assumption: employee only about $673,192 at 4% or $448,794 at 6%; with 50% employer match about $448,794 at 4% or $299,196 at 6%; with 100% employer match about $336,596 at 4% or $224,397 at 6%.