Civic Intelligence

Cfg Investments Inc.

Plan context: Cfg Investments Inc. 401 K Tax Sheltered Savings Plan

EIN 95-3413371 • Fountain Valley, CA • 28 filings • 6 plans

17220 Newhope Street 224Fountain Valley, CA 92708
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$3,338,753

2025 Contributions

$214,475

Historical Graphs

Total Assets Over Time

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

$3,880,427$1,940,214$0199920132025YearValue
$3,338,753Latest year 2025

Participants Over Time

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

1160199920122025YearValue
10Latest 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
2025110$3,338,753$214,475$21,448iApproximate average salary by contribution assumption: employee only about $536,188 at 4% or $357,458 at 6%; with 50% employer match about $357,458 at 4% or $238,306 at 6%; with 100% employer match about $268,094 at 4% or $178,729 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$3,338,753$214,475$21,448iApproximate average salary by contribution assumption: employee only about $536,188 at 4% or $357,458 at 6%; with 50% employer match about $357,458 at 4% or $238,306 at 6%; with 100% employer match about $268,094 at 4% or $178,729 at 6%.
2024111$3,880,427$232,282$21,117iApproximate average salary by contribution assumption: employee only about $527,914 at 4% or $351,942 at 6%; with 50% employer match about $351,942 at 4% or $234,628 at 6%; with 100% employer match about $263,957 at 4% or $175,971 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-11$3,880,427$232,282$21,117iApproximate average salary by contribution assumption: employee only about $527,914 at 4% or $351,942 at 6%; with 50% employer match about $351,942 at 4% or $234,628 at 6%; with 100% employer match about $263,957 at 4% or $175,971 at 6%.
2023111$3,282,740$213,882$19,444iApproximate average salary by contribution assumption: employee only about $486,095 at 4% or $324,064 at 6%; with 50% employer match about $324,064 at 4% or $216,042 at 6%; with 100% employer match about $243,048 at 4% or $162,032 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-11$3,282,740$213,882$19,444iApproximate average salary by contribution assumption: employee only about $486,095 at 4% or $324,064 at 6%; with 50% employer match about $324,064 at 4% or $216,042 at 6%; with 100% employer match about $243,048 at 4% or $162,032 at 6%.
2022111$2,672,872$200,515$18,229iApproximate average salary by contribution assumption: employee only about $455,716 at 4% or $303,811 at 6%; with 50% employer match about $303,811 at 4% or $202,540 at 6%; with 100% employer match about $227,858 at 4% or $151,905 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-11$2,672,872$200,515$18,229iApproximate average salary by contribution assumption: employee only about $455,716 at 4% or $303,811 at 6%; with 50% employer match about $303,811 at 4% or $202,540 at 6%; with 100% employer match about $227,858 at 4% or $151,905 at 6%.
2021110$3,364,497$158,016$15,802iApproximate average salary by contribution assumption: employee only about $395,040 at 4% or $263,360 at 6%; with 50% employer match about $263,360 at 4% or $175,573 at 6%; with 100% employer match about $197,520 at 4% or $131,680 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$3,364,497$158,016$15,802iApproximate average salary by contribution assumption: employee only about $395,040 at 4% or $263,360 at 6%; with 50% employer match about $263,360 at 4% or $175,573 at 6%; with 100% employer match about $197,520 at 4% or $131,680 at 6%.
2020110$2,836,956$163,181$16,318iApproximate average salary by contribution assumption: employee only about $407,953 at 4% or $271,968 at 6%; with 50% employer match about $271,968 at 4% or $181,312 at 6%; with 100% employer match about $203,976 at 4% or $135,984 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$2,836,956$163,181$16,318iApproximate average salary by contribution assumption: employee only about $407,953 at 4% or $271,968 at 6%; with 50% employer match about $271,968 at 4% or $181,312 at 6%; with 100% employer match about $203,976 at 4% or $135,984 at 6%.
2019110$2,295,192$167,425$16,743iApproximate average salary by contribution assumption: employee only about $418,563 at 4% or $279,042 at 6%; with 50% employer match about $279,042 at 4% or $186,028 at 6%; with 100% employer match about $209,281 at 4% or $139,521 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$2,295,192$167,425$16,743iApproximate average salary by contribution assumption: employee only about $418,563 at 4% or $279,042 at 6%; with 50% employer match about $279,042 at 4% or $186,028 at 6%; with 100% employer match about $209,281 at 4% or $139,521 at 6%.
2018110$1,699,208$157,233$15,723iApproximate average salary by contribution assumption: employee only about $393,083 at 4% or $262,055 at 6%; with 50% employer match about $262,055 at 4% or $174,703 at 6%; with 100% employer match about $196,541 at 4% or $131,028 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$1,699,208$157,233$15,723iApproximate average salary by contribution assumption: employee only about $393,083 at 4% or $262,055 at 6%; with 50% employer match about $262,055 at 4% or $174,703 at 6%; with 100% employer match about $196,541 at 4% or $131,028 at 6%.
201719$1,733,038$146,044$16,227iApproximate average salary by contribution assumption: employee only about $405,678 at 4% or $270,452 at 6%; with 50% employer match about $270,452 at 4% or $180,301 at 6%; with 100% employer match about $202,839 at 4% or $135,226 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-9$1,733,038$146,044$16,227iApproximate average salary by contribution assumption: employee only about $405,678 at 4% or $270,452 at 6%; with 50% employer match about $270,452 at 4% or $180,301 at 6%; with 100% employer match about $202,839 at 4% or $135,226 at 6%.
201618$1,374,366$156,379$19,547iApproximate average salary by contribution assumption: employee only about $488,684 at 4% or $325,790 at 6%; with 50% employer match about $325,790 at 4% or $217,193 at 6%; with 100% employer match about $244,342 at 4% or $162,895 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-8$1,374,366$156,379$19,547iApproximate average salary by contribution assumption: employee only about $488,684 at 4% or $325,790 at 6%; with 50% employer match about $325,790 at 4% or $217,193 at 6%; with 100% employer match about $244,342 at 4% or $162,895 at 6%.
201519$1,238,305$159,877$17,764iApproximate average salary by contribution assumption: employee only about $444,103 at 4% or $296,069 at 6%; with 50% employer match about $296,069 at 4% or $197,379 at 6%; with 100% employer match about $222,051 at 4% or $148,034 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-9$1,238,305$159,877$17,764iApproximate average salary by contribution assumption: employee only about $444,103 at 4% or $296,069 at 6%; with 50% employer match about $296,069 at 4% or $197,379 at 6%; with 100% employer match about $222,051 at 4% or $148,034 at 6%.
201428$3,017,912$290,108$36,264iApproximate average salary by contribution assumption: employee only about $906,588 at 4% or $604,392 at 6%; with 50% employer match about $604,392 at 4% or $402,928 at 6%; with 100% employer match about $453,294 at 4% or $302,196 at 6%.
CFG INVESTMENTS, INC. 401(K) TAX SHELTERED SAVINGS PLAN-8$1,508,956$145,054$18,132iApproximate average salary by contribution assumption: employee only about $453,294 at 4% or $302,196 at 6%; with 50% employer match about $302,196 at 4% or $201,464 at 6%; with 100% employer match about $226,647 at 4% or $151,098 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-8$1,508,956$145,054$18,132iApproximate average salary by contribution assumption: employee only about $453,294 at 4% or $302,196 at 6%; with 50% employer match about $302,196 at 4% or $201,464 at 6%; with 100% employer match about $226,647 at 4% or $151,098 at 6%.
2013110$2,410,596$156,490$15,649iApproximate average salary by contribution assumption: employee only about $391,225 at 4% or $260,817 at 6%; with 50% employer match about $260,817 at 4% or $173,878 at 6%; with 100% employer match about $195,613 at 4% or $130,408 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$2,410,596$156,490$15,649iApproximate average salary by contribution assumption: employee only about $391,225 at 4% or $260,817 at 6%; with 50% employer match about $260,817 at 4% or $173,878 at 6%; with 100% employer match about $195,613 at 4% or $130,408 at 6%.
201219$2,344,031$127,518$14,169iApproximate average salary by contribution assumption: employee only about $354,217 at 4% or $236,144 at 6%; with 50% employer match about $236,144 at 4% or $157,430 at 6%; with 100% employer match about $177,108 at 4% or $118,072 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-9$2,344,031$127,518$14,169iApproximate average salary by contribution assumption: employee only about $354,217 at 4% or $236,144 at 6%; with 50% employer match about $236,144 at 4% or $157,430 at 6%; with 100% employer match about $177,108 at 4% or $118,072 at 6%.
201119$2,153,349$130,757$14,529iApproximate average salary by contribution assumption: employee only about $363,214 at 4% or $242,143 at 6%; with 50% employer match about $242,143 at 4% or $161,428 at 6%; with 100% employer match about $181,607 at 4% or $121,071 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-9$2,153,349$130,757$14,529iApproximate average salary by contribution assumption: employee only about $363,214 at 4% or $242,143 at 6%; with 50% employer match about $242,143 at 4% or $161,428 at 6%; with 100% employer match about $181,607 at 4% or $121,071 at 6%.
201019$2,234,094$128,097$14,233iApproximate average salary by contribution assumption: employee only about $355,825 at 4% or $237,217 at 6%; with 50% employer match about $237,217 at 4% or $158,144 at 6%; with 100% employer match about $177,913 at 4% or $118,608 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-9$2,234,094$128,097$14,233iApproximate average salary by contribution assumption: employee only about $355,825 at 4% or $237,217 at 6%; with 50% employer match about $237,217 at 4% or $158,144 at 6%; with 100% employer match about $177,913 at 4% or $118,608 at 6%.
200918$2,070,099$114,918$14,365iApproximate average salary by contribution assumption: employee only about $359,119 at 4% or $239,413 at 6%; with 50% employer match about $239,413 at 4% or $159,608 at 6%; with 100% employer match about $179,559 at 4% or $119,706 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-8$2,070,099$114,918$14,365iApproximate average salary by contribution assumption: employee only about $359,119 at 4% or $239,413 at 6%; with 50% employer match about $239,413 at 4% or $159,608 at 6%; with 100% employer match about $179,559 at 4% or $119,706 at 6%.
200818$1,829,406$110,127$13,766iApproximate average salary by contribution assumption: employee only about $344,147 at 4% or $229,431 at 6%; with 50% employer match about $229,431 at 4% or $152,954 at 6%; with 100% employer match about $172,073 at 4% or $114,716 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-8$1,829,406$110,127$13,766iApproximate average salary by contribution assumption: employee only about $344,147 at 4% or $229,431 at 6%; with 50% employer match about $229,431 at 4% or $152,954 at 6%; with 100% employer match about $172,073 at 4% or $114,716 at 6%.
200718$2,423,605$107,618$13,452iApproximate average salary by contribution assumption: employee only about $336,306 at 4% or $224,204 at 6%; with 50% employer match about $224,204 at 4% or $149,469 at 6%; with 100% employer match about $168,153 at 4% or $112,102 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-8$2,423,605$107,618$13,452iApproximate average salary by contribution assumption: employee only about $336,306 at 4% or $224,204 at 6%; with 50% employer match about $224,204 at 4% or $149,469 at 6%; with 100% employer match about $168,153 at 4% or $112,102 at 6%.
2006110$2,223,343$109,191$10,919iApproximate average salary by contribution assumption: employee only about $272,978 at 4% or $181,985 at 6%; with 50% employer match about $181,985 at 4% or $121,323 at 6%; with 100% employer match about $136,489 at 4% or $90,993 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$2,223,343$109,191$10,919iApproximate average salary by contribution assumption: employee only about $272,978 at 4% or $181,985 at 6%; with 50% employer match about $181,985 at 4% or $121,323 at 6%; with 100% employer match about $136,489 at 4% or $90,993 at 6%.
200519$1,942,398$103,278$11,475iApproximate average salary by contribution assumption: employee only about $286,883 at 4% or $191,256 at 6%; with 50% employer match about $191,256 at 4% or $127,504 at 6%; with 100% employer match about $143,442 at 4% or $95,628 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-9$1,942,398$103,278$11,475iApproximate average salary by contribution assumption: employee only about $286,883 at 4% or $191,256 at 6%; with 50% employer match about $191,256 at 4% or $127,504 at 6%; with 100% employer match about $143,442 at 4% or $95,628 at 6%.
2004110$1,787,614$95,326$9,533iApproximate average salary by contribution assumption: employee only about $238,315 at 4% or $158,877 at 6%; with 50% employer match about $158,877 at 4% or $105,918 at 6%; with 100% employer match about $119,158 at 4% or $79,438 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$1,787,614$95,326$9,533iApproximate average salary by contribution assumption: employee only about $238,315 at 4% or $158,877 at 6%; with 50% employer match about $158,877 at 4% or $105,918 at 6%; with 100% employer match about $119,158 at 4% or $79,438 at 6%.
2003110$1,614,435$86,228$8,623iApproximate average salary by contribution assumption: employee only about $215,570 at 4% or $143,713 at 6%; with 50% employer match about $143,713 at 4% or $95,809 at 6%; with 100% employer match about $107,785 at 4% or $71,857 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-10$1,614,435$86,228$8,623iApproximate average salary by contribution assumption: employee only about $215,570 at 4% or $143,713 at 6%; with 50% employer match about $143,713 at 4% or $95,809 at 6%; with 100% employer match about $107,785 at 4% or $71,857 at 6%.
200219$1,257,482$84,095$9,344iApproximate average salary by contribution assumption: employee only about $233,597 at 4% or $155,731 at 6%; with 50% employer match about $155,731 at 4% or $103,821 at 6%; with 100% employer match about $116,799 at 4% or $77,866 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-9$1,257,482$84,095$9,344iApproximate average salary by contribution assumption: employee only about $233,597 at 4% or $155,731 at 6%; with 50% employer match about $155,731 at 4% or $103,821 at 6%; with 100% employer match about $116,799 at 4% or $77,866 at 6%.
200117$1,398,354$80,515$11,502iApproximate average salary by contribution assumption: employee only about $287,554 at 4% or $191,702 at 6%; with 50% employer match about $191,702 at 4% or $127,802 at 6%; with 100% employer match about $143,777 at 4% or $95,851 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-7$1,398,354$80,515$11,502iApproximate average salary by contribution assumption: employee only about $287,554 at 4% or $191,702 at 6%; with 50% employer match about $191,702 at 4% or $127,802 at 6%; with 100% employer match about $143,777 at 4% or $95,851 at 6%.
200017$0$0-
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-7---
199916$1,505,057$67,852$11,309iApproximate average salary by contribution assumption: employee only about $282,717 at 4% or $188,478 at 6%; with 50% employer match about $188,478 at 4% or $125,652 at 6%; with 100% employer match about $141,358 at 4% or $94,239 at 6%.
Cfg Investments Inc. 401 K Tax Sheltered Savings Plan-6$1,505,057$67,852$11,309iApproximate average salary by contribution assumption: employee only about $282,717 at 4% or $188,478 at 6%; with 50% employer match about $188,478 at 4% or $125,652 at 6%; with 100% employer match about $141,358 at 4% or $94,239 at 6%.