Silicon Valley Financial Group
Plan context: Silicon Valley Financial Group 401(K) Plan
EIN 94-2511168 • San Jose, CA • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,704,615
2024 Contributions
$120,913
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,704,615 | $120,913 | $15,114iApproximate average salary by contribution assumption: employee only about $377,853 at 4% or $251,902 at 6%; with 50% employer match about $251,902 at 4% or $167,935 at 6%; with 100% employer match about $188,927 at 4% or $125,951 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 8 | $1,704,615 | $120,913 | $15,114iApproximate average salary by contribution assumption: employee only about $377,853 at 4% or $251,902 at 6%; with 50% employer match about $251,902 at 4% or $167,935 at 6%; with 100% employer match about $188,927 at 4% or $125,951 at 6%. |
| 2023 | 1 | 8 | $2,752,463 | $153,225 | $19,153iApproximate average salary by contribution assumption: employee only about $478,828 at 4% or $319,219 at 6%; with 50% employer match about $319,219 at 4% or $212,813 at 6%; with 100% employer match about $239,414 at 4% or $159,609 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 8 | $2,752,463 | $153,225 | $19,153iApproximate average salary by contribution assumption: employee only about $478,828 at 4% or $319,219 at 6%; with 50% employer match about $319,219 at 4% or $212,813 at 6%; with 100% employer match about $239,414 at 4% or $159,609 at 6%. |
| 2022 | 1 | 8 | $2,273,268 | $164,505 | $20,563iApproximate average salary by contribution assumption: employee only about $514,078 at 4% or $342,719 at 6%; with 50% employer match about $342,719 at 4% or $228,479 at 6%; with 100% employer match about $257,039 at 4% or $171,359 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 8 | $2,273,268 | $164,505 | $20,563iApproximate average salary by contribution assumption: employee only about $514,078 at 4% or $342,719 at 6%; with 50% employer match about $342,719 at 4% or $228,479 at 6%; with 100% employer match about $257,039 at 4% or $171,359 at 6%. |
| 2021 | 1 | 7 | $2,637,827 | $135,423 | $19,346iApproximate average salary by contribution assumption: employee only about $483,654 at 4% or $322,436 at 6%; with 50% employer match about $322,436 at 4% or $214,957 at 6%; with 100% employer match about $241,827 at 4% or $161,218 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 7 | $2,637,827 | $135,423 | $19,346iApproximate average salary by contribution assumption: employee only about $483,654 at 4% or $322,436 at 6%; with 50% employer match about $322,436 at 4% or $214,957 at 6%; with 100% employer match about $241,827 at 4% or $161,218 at 6%. |
| 2020 | 2 | 7 | $5,383,436 | $264,924 | $37,846iApproximate average salary by contribution assumption: employee only about $946,157 at 4% or $630,771 at 6%; with 50% employer match about $630,771 at 4% or $420,514 at 6%; with 100% employer match about $473,079 at 4% or $315,386 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 7 | $2,691,718 | $132,462 | $18,923iApproximate average salary by contribution assumption: employee only about $473,079 at 4% or $315,386 at 6%; with 50% employer match about $315,386 at 4% or $210,257 at 6%; with 100% employer match about $236,539 at 4% or $157,693 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 7 | $2,691,718 | $132,462 | $18,923iApproximate average salary by contribution assumption: employee only about $473,079 at 4% or $315,386 at 6%; with 50% employer match about $315,386 at 4% or $210,257 at 6%; with 100% employer match about $236,539 at 4% or $157,693 at 6%. |
| 2019 | 1 | 7 | $2,125,491 | $109,321 | $15,617iApproximate average salary by contribution assumption: employee only about $390,432 at 4% or $260,288 at 6%; with 50% employer match about $260,288 at 4% or $173,525 at 6%; with 100% employer match about $195,216 at 4% or $130,144 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 7 | $2,125,491 | $109,321 | $15,617iApproximate average salary by contribution assumption: employee only about $390,432 at 4% or $260,288 at 6%; with 50% employer match about $260,288 at 4% or $173,525 at 6%; with 100% employer match about $195,216 at 4% or $130,144 at 6%. |
| 2018 | 1 | 9 | $1,665,929 | $120,711 | $13,412iApproximate average salary by contribution assumption: employee only about $335,308 at 4% or $223,539 at 6%; with 50% employer match about $223,539 at 4% or $149,026 at 6%; with 100% employer match about $167,654 at 4% or $111,769 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 9 | $1,665,929 | $120,711 | $13,412iApproximate average salary by contribution assumption: employee only about $335,308 at 4% or $223,539 at 6%; with 50% employer match about $223,539 at 4% or $149,026 at 6%; with 100% employer match about $167,654 at 4% or $111,769 at 6%. |
| 2017 | 1 | 10 | $1,713,079 | $113,028 | $11,303iApproximate average salary by contribution assumption: employee only about $282,570 at 4% or $188,380 at 6%; with 50% employer match about $188,380 at 4% or $125,587 at 6%; with 100% employer match about $141,285 at 4% or $94,190 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 10 | $1,713,079 | $113,028 | $11,303iApproximate average salary by contribution assumption: employee only about $282,570 at 4% or $188,380 at 6%; with 50% employer match about $188,380 at 4% or $125,587 at 6%; with 100% employer match about $141,285 at 4% or $94,190 at 6%. |
| 2016 | 1 | 11 | $2,194,805 | $158,690 | $14,426iApproximate average salary by contribution assumption: employee only about $360,659 at 4% or $240,439 at 6%; with 50% employer match about $240,439 at 4% or $160,293 at 6%; with 100% employer match about $180,330 at 4% or $120,220 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 11 | $2,194,805 | $158,690 | $14,426iApproximate average salary by contribution assumption: employee only about $360,659 at 4% or $240,439 at 6%; with 50% employer match about $240,439 at 4% or $160,293 at 6%; with 100% employer match about $180,330 at 4% or $120,220 at 6%. |
| 2015 | 1 | 11 | $1,853,537 | $204,310 | $18,574iApproximate average salary by contribution assumption: employee only about $464,341 at 4% or $309,561 at 6%; with 50% employer match about $309,561 at 4% or $206,374 at 6%; with 100% employer match about $232,170 at 4% or $154,780 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 11 | $1,853,537 | $204,310 | $18,574iApproximate average salary by contribution assumption: employee only about $464,341 at 4% or $309,561 at 6%; with 50% employer match about $309,561 at 4% or $206,374 at 6%; with 100% employer match about $232,170 at 4% or $154,780 at 6%. |
| 2014 | 1 | 11 | $1,647,785 | $231,514 | $21,047iApproximate average salary by contribution assumption: employee only about $526,168 at 4% or $350,779 at 6%; with 50% employer match about $350,779 at 4% or $233,853 at 6%; with 100% employer match about $263,084 at 4% or $175,389 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 11 | $1,647,785 | $231,514 | $21,047iApproximate average salary by contribution assumption: employee only about $526,168 at 4% or $350,779 at 6%; with 50% employer match about $350,779 at 4% or $233,853 at 6%; with 100% employer match about $263,084 at 4% or $175,389 at 6%. |
| 2013 | 1 | 9 | $1,308,140 | $192,458 | $21,384iApproximate average salary by contribution assumption: employee only about $534,606 at 4% or $356,404 at 6%; with 50% employer match about $356,404 at 4% or $237,602 at 6%; with 100% employer match about $267,303 at 4% or $178,202 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 9 | $1,308,140 | $192,458 | $21,384iApproximate average salary by contribution assumption: employee only about $534,606 at 4% or $356,404 at 6%; with 50% employer match about $356,404 at 4% or $237,602 at 6%; with 100% employer match about $267,303 at 4% or $178,202 at 6%. |
| 2012 | 1 | 9 | $850,581 | $39,348 | $4,372iApproximate average salary by contribution assumption: employee only about $109,300 at 4% or $72,867 at 6%; with 50% employer match about $72,867 at 4% or $48,578 at 6%; with 100% employer match about $54,650 at 4% or $36,433 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 9 | $850,581 | $39,348 | $4,372iApproximate average salary by contribution assumption: employee only about $109,300 at 4% or $72,867 at 6%; with 50% employer match about $72,867 at 4% or $48,578 at 6%; with 100% employer match about $54,650 at 4% or $36,433 at 6%. |
| 2011 | 1 | 9 | $713,721 | $112,373 | $12,486iApproximate average salary by contribution assumption: employee only about $312,147 at 4% or $208,098 at 6%; with 50% employer match about $208,098 at 4% or $138,732 at 6%; with 100% employer match about $156,074 at 4% or $104,049 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 9 | $713,721 | $112,373 | $12,486iApproximate average salary by contribution assumption: employee only about $312,147 at 4% or $208,098 at 6%; with 50% employer match about $208,098 at 4% or $138,732 at 6%; with 100% employer match about $156,074 at 4% or $104,049 at 6%. |
| 2010 | 1 | 9 | $639,752 | $116,514 | $12,946iApproximate average salary by contribution assumption: employee only about $323,650 at 4% or $215,767 at 6%; with 50% employer match about $215,767 at 4% or $143,844 at 6%; with 100% employer match about $161,825 at 4% or $107,883 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 9 | $639,752 | $116,514 | $12,946iApproximate average salary by contribution assumption: employee only about $323,650 at 4% or $215,767 at 6%; with 50% employer match about $215,767 at 4% or $143,844 at 6%; with 100% employer match about $161,825 at 4% or $107,883 at 6%. |
| 2009 | 1 | 8 | $451,176 | $116,209 | $14,526iApproximate average salary by contribution assumption: employee only about $363,153 at 4% or $242,102 at 6%; with 50% employer match about $242,102 at 4% or $161,401 at 6%; with 100% employer match about $181,577 at 4% or $121,051 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 8 | $451,176 | $116,209 | $14,526iApproximate average salary by contribution assumption: employee only about $363,153 at 4% or $242,102 at 6%; with 50% employer match about $242,102 at 4% or $161,401 at 6%; with 100% employer match about $181,577 at 4% or $121,051 at 6%. |
| 2008 | 1 | 8 | $232,616 | $110,771 | $13,846iApproximate average salary by contribution assumption: employee only about $346,159 at 4% or $230,773 at 6%; with 50% employer match about $230,773 at 4% or $153,849 at 6%; with 100% employer match about $173,080 at 4% or $115,386 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 8 | $232,616 | $110,771 | $13,846iApproximate average salary by contribution assumption: employee only about $346,159 at 4% or $230,773 at 6%; with 50% employer match about $230,773 at 4% or $153,849 at 6%; with 100% employer match about $173,080 at 4% or $115,386 at 6%. |
| 2007 | 1 | 5 | $206,470 | $108,097 | $21,619iApproximate average salary by contribution assumption: employee only about $540,485 at 4% or $360,323 at 6%; with 50% employer match about $360,323 at 4% or $240,216 at 6%; with 100% employer match about $270,243 at 4% or $180,162 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 5 | $206,470 | $108,097 | $21,619iApproximate average salary by contribution assumption: employee only about $540,485 at 4% or $360,323 at 6%; with 50% employer match about $360,323 at 4% or $240,216 at 6%; with 100% employer match about $270,243 at 4% or $180,162 at 6%. |
| 2006 | 1 | 6 | $94,163 | $92,780 | $15,463iApproximate average salary by contribution assumption: employee only about $386,583 at 4% or $257,722 at 6%; with 50% employer match about $257,722 at 4% or $171,815 at 6%; with 100% employer match about $193,292 at 4% or $128,861 at 6%. |
| Silicon Valley Financial Group 401(K) Plan | - | 6 | $94,163 | $92,780 | $15,463iApproximate average salary by contribution assumption: employee only about $386,583 at 4% or $257,722 at 6%; with 50% employer match about $257,722 at 4% or $171,815 at 6%; with 100% employer match about $193,292 at 4% or $128,861 at 6%. |