Civic Intelligence

Efinancial LLC

Plan context: E FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 91-2134962 • 15 filings • 5 plans

Current Snapshot

Latest Year

2017

2017 Participants

173

2017 Assets

$254,145

2017 Contributions

$70,154

Historical Graphs

Total Assets Over Time

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

$254,145$127,073$0200520082010YearValue
$254,145Latest year 2010

Participants Over Time

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

2011010200520112017YearValue
173Latest year 2017

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
20171173$0$0-
Efinancial LLC Health and Welfare Benefit Plan-173---
20161166$0$0-
Efinancial LLC Health and Welfare Benefit Plan-166---
20151201$0$0-
Efinancial LLC Health and Welfare Benefit Plan-201---
20141169$0$0-
Efinancial LLC Health and Welfare Benefit Plan-169---
20131187$0$0-
Efinancial LLC Health and Welfare Benefit Plan-187---
20121200$0$0-
Efinancial LLC Health and Welfare Benefit Plan-200---
20111156$0$0-
Efinancial LLC Health and Welfare Benefit Plan-156---
20102199$254,145$70,154$353iApproximate average salary by contribution assumption: employee only about $8,813 at 4% or $5,876 at 6%; with 50% employer match about $5,876 at 4% or $3,917 at 6%; with 100% employer match about $4,407 at 4% or $2,938 at 6%.
E FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST-199$254,145$70,154$353iApproximate average salary by contribution assumption: employee only about $8,813 at 4% or $5,876 at 6%; with 50% employer match about $5,876 at 4% or $3,917 at 6%; with 100% employer match about $4,407 at 4% or $2,938 at 6%.
Efinancial LLC Health and Welfare Benefit Plan-173---
20092134$170,940$67,359$503iApproximate average salary by contribution assumption: employee only about $12,567 at 4% or $8,378 at 6%; with 50% employer match about $8,378 at 4% or $5,585 at 6%; with 100% employer match about $6,283 at 4% or $4,189 at 6%.
E FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST-134$170,940$67,359$503iApproximate average salary by contribution assumption: employee only about $12,567 at 4% or $8,378 at 6%; with 50% employer match about $8,378 at 4% or $5,585 at 6%; with 100% employer match about $6,283 at 4% or $4,189 at 6%.
Efinancial LLC Health and Welfare Benefit Plan-134---
20081102$82,552$60,812$596iApproximate average salary by contribution assumption: employee only about $14,905 at 4% or $9,937 at 6%; with 50% employer match about $9,937 at 4% or $6,624 at 6%; with 100% employer match about $7,452 at 4% or $4,968 at 6%.
E FINANCIAL LLC 401K PROFIT SHARING PLAN & TRUST-102$82,552$60,812$596iApproximate average salary by contribution assumption: employee only about $14,905 at 4% or $9,937 at 6%; with 50% employer match about $9,937 at 4% or $6,624 at 6%; with 100% employer match about $7,452 at 4% or $4,968 at 6%.
2007156$56,654$31,723$566iApproximate average salary by contribution assumption: employee only about $14,162 at 4% or $9,441 at 6%; with 50% employer match about $9,441 at 4% or $6,294 at 6%; with 100% employer match about $7,081 at 4% or $4,721 at 6%.
E FINANCIAL LLC 401K PROFIT SHARING PLAN & TRUST-56$56,654$31,723$566iApproximate average salary by contribution assumption: employee only about $14,162 at 4% or $9,441 at 6%; with 50% employer match about $9,441 at 4% or $6,294 at 6%; with 100% employer match about $7,081 at 4% or $4,721 at 6%.
2006140$30,386$17,025$426iApproximate average salary by contribution assumption: employee only about $10,641 at 4% or $7,094 at 6%; with 50% employer match about $7,094 at 4% or $4,729 at 6%; with 100% employer match about $5,320 at 4% or $3,547 at 6%.
EFINANCIAL LLC 401K PROFIT SHARING PLAN & TRUST-40$30,386$17,025$426iApproximate average salary by contribution assumption: employee only about $10,641 at 4% or $7,094 at 6%; with 50% employer match about $7,094 at 4% or $4,729 at 6%; with 100% employer match about $5,320 at 4% or $3,547 at 6%.
2005126$11,533$11,704$450iApproximate average salary by contribution assumption: employee only about $11,254 at 4% or $7,503 at 6%; with 50% employer match about $7,503 at 4% or $5,002 at 6%; with 100% employer match about $5,627 at 4% or $3,751 at 6%.
EFINANCIAL LLC 401K PROFIT SHARING PLAN & TRUST-26$11,533$11,704$450iApproximate average salary by contribution assumption: employee only about $11,254 at 4% or $7,503 at 6%; with 50% employer match about $7,503 at 4% or $5,002 at 6%; with 100% employer match about $5,627 at 4% or $3,751 at 6%.