CDC Small Business Finance Corp.
Plan context: CDC Small Business Finance Corp. 401(K) Plan and Trust
EIN 95-3512045 • San Diego, CA • 29 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
143
2023 Assets
$22,786,596
2023 Contributions
$2,271,567
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 0 | - | - | - |
| 2022 | 2 | 143 | $22,786,596 | $2,271,567 | $15,885iApproximate average salary by contribution assumption: employee only about $397,127 at 4% or $264,751 at 6%; with 50% employer match about $264,751 at 4% or $176,501 at 6%; with 100% employer match about $198,564 at 4% or $132,376 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 143 | $22,786,596 | $2,271,567 | $15,885iApproximate average salary by contribution assumption: employee only about $397,127 at 4% or $264,751 at 6%; with 50% employer match about $264,751 at 4% or $176,501 at 6%; with 100% employer match about $198,564 at 4% or $132,376 at 6%. |
| CDC SMALL BUSINESS FINANCE BENEFIT PLAN | - | 143 | - | - | - |
| 2021 | 2 | 129 | $30,144,175 | $2,761,822 | $21,409iApproximate average salary by contribution assumption: employee only about $535,237 at 4% or $356,825 at 6%; with 50% employer match about $356,825 at 4% or $237,883 at 6%; with 100% employer match about $267,618 at 4% or $178,412 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 129 | $30,144,175 | $2,761,822 | $21,409iApproximate average salary by contribution assumption: employee only about $535,237 at 4% or $356,825 at 6%; with 50% employer match about $356,825 at 4% or $237,883 at 6%; with 100% employer match about $267,618 at 4% or $178,412 at 6%. |
| CDC SMALL BUSINESS FINANCE BENEFIT PLAN | - | 128 | - | - | - |
| 2020 | 2 | 121 | $26,236,615 | $2,610,029 | $21,570iApproximate average salary by contribution assumption: employee only about $539,262 at 4% or $359,508 at 6%; with 50% employer match about $359,508 at 4% or $239,672 at 6%; with 100% employer match about $269,631 at 4% or $179,754 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 119 | $26,236,615 | $2,610,029 | $21,933iApproximate average salary by contribution assumption: employee only about $548,325 at 4% or $365,550 at 6%; with 50% employer match about $365,550 at 4% or $243,700 at 6%; with 100% employer match about $274,163 at 4% or $182,775 at 6%. |
| CDC SMALL BUSINESS FINANCE BENEFIT PLAN | - | 121 | - | - | - |
| 2019 | 2 | 113 | $21,922,807 | $1,952,633 | $17,280iApproximate average salary by contribution assumption: employee only about $431,998 at 4% or $287,999 at 6%; with 50% employer match about $287,999 at 4% or $191,999 at 6%; with 100% employer match about $215,999 at 4% or $143,999 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 111 | $21,922,807 | $1,952,633 | $17,591iApproximate average salary by contribution assumption: employee only about $439,782 at 4% or $293,188 at 6%; with 50% employer match about $293,188 at 4% or $195,459 at 6%; with 100% employer match about $219,891 at 4% or $146,594 at 6%. |
| CDC SMALL BUSINESS FINANCE BENEFIT PLAN | - | 113 | - | - | - |
| 2018 | 2 | 110 | $18,040,053 | $2,259,012 | $20,536iApproximate average salary by contribution assumption: employee only about $513,412 at 4% or $342,275 at 6%; with 50% employer match about $342,275 at 4% or $228,183 at 6%; with 100% employer match about $256,706 at 4% or $171,137 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 104 | $18,040,053 | $2,259,012 | $21,721iApproximate average salary by contribution assumption: employee only about $543,032 at 4% or $362,021 at 6%; with 50% employer match about $362,021 at 4% or $241,347 at 6%; with 100% employer match about $271,516 at 4% or $181,011 at 6%. |
| CDC SMALL BUSINESS FINANCE BENEFIT PLAN | - | 110 | - | - | - |
| 2017 | 1 | 120 | $18,393,834 | $1,601,531 | $13,346iApproximate average salary by contribution assumption: employee only about $333,652 at 4% or $222,435 at 6%; with 50% employer match about $222,435 at 4% or $148,290 at 6%; with 100% employer match about $166,826 at 4% or $111,217 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 120 | $18,393,834 | $1,601,531 | $13,346iApproximate average salary by contribution assumption: employee only about $333,652 at 4% or $222,435 at 6%; with 50% employer match about $222,435 at 4% or $148,290 at 6%; with 100% employer match about $166,826 at 4% or $111,217 at 6%. |
| 2016 | 1 | 96 | $14,896,560 | $1,373,065 | $14,303iApproximate average salary by contribution assumption: employee only about $357,569 at 4% or $238,379 at 6%; with 50% employer match about $238,379 at 4% or $158,920 at 6%; with 100% employer match about $178,785 at 4% or $119,190 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 96 | $14,896,560 | $1,373,065 | $14,303iApproximate average salary by contribution assumption: employee only about $357,569 at 4% or $238,379 at 6%; with 50% employer match about $238,379 at 4% or $158,920 at 6%; with 100% employer match about $178,785 at 4% or $119,190 at 6%. |
| 2015 | 1 | 100 | $13,648,060 | $1,368,846 | $13,688iApproximate average salary by contribution assumption: employee only about $342,212 at 4% or $228,141 at 6%; with 50% employer match about $228,141 at 4% or $152,094 at 6%; with 100% employer match about $171,106 at 4% or $114,071 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 100 | $13,648,060 | $1,368,846 | $13,688iApproximate average salary by contribution assumption: employee only about $342,212 at 4% or $228,141 at 6%; with 50% employer match about $228,141 at 4% or $152,094 at 6%; with 100% employer match about $171,106 at 4% or $114,071 at 6%. |
| 2014 | 1 | 95 | $12,861,119 | $1,277,553 | $13,448iApproximate average salary by contribution assumption: employee only about $336,198 at 4% or $224,132 at 6%; with 50% employer match about $224,132 at 4% or $149,421 at 6%; with 100% employer match about $168,099 at 4% or $112,066 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 95 | $12,861,119 | $1,277,553 | $13,448iApproximate average salary by contribution assumption: employee only about $336,198 at 4% or $224,132 at 6%; with 50% employer match about $224,132 at 4% or $149,421 at 6%; with 100% employer match about $168,099 at 4% or $112,066 at 6%. |
| 2013 | 1 | 91 | $11,607,957 | $1,347,301 | $14,806iApproximate average salary by contribution assumption: employee only about $370,138 at 4% or $246,758 at 6%; with 50% employer match about $246,758 at 4% or $164,506 at 6%; with 100% employer match about $185,069 at 4% or $123,379 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 91 | $11,607,957 | $1,347,301 | $14,806iApproximate average salary by contribution assumption: employee only about $370,138 at 4% or $246,758 at 6%; with 50% employer match about $246,758 at 4% or $164,506 at 6%; with 100% employer match about $185,069 at 4% or $123,379 at 6%. |
| 2012 | 1 | 84 | $8,889,380 | $785,981 | $9,357iApproximate average salary by contribution assumption: employee only about $233,923 at 4% or $155,949 at 6%; with 50% employer match about $155,949 at 4% or $103,966 at 6%; with 100% employer match about $116,961 at 4% or $77,974 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 84 | $8,889,380 | $785,981 | $9,357iApproximate average salary by contribution assumption: employee only about $233,923 at 4% or $155,949 at 6%; with 50% employer match about $155,949 at 4% or $103,966 at 6%; with 100% employer match about $116,961 at 4% or $77,974 at 6%. |
| 2011 | 1 | 80 | $7,825,528 | $725,553 | $9,069iApproximate average salary by contribution assumption: employee only about $226,735 at 4% or $151,157 at 6%; with 50% employer match about $151,157 at 4% or $100,771 at 6%; with 100% employer match about $113,368 at 4% or $75,578 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 80 | $7,825,528 | $725,553 | $9,069iApproximate average salary by contribution assumption: employee only about $226,735 at 4% or $151,157 at 6%; with 50% employer match about $151,157 at 4% or $100,771 at 6%; with 100% employer match about $113,368 at 4% or $75,578 at 6%. |
| 2010 | 1 | 76 | $7,835,170 | $783,702 | $10,312iApproximate average salary by contribution assumption: employee only about $257,797 at 4% or $171,864 at 6%; with 50% employer match about $171,864 at 4% or $114,576 at 6%; with 100% employer match about $128,898 at 4% or $85,932 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 76 | $7,835,170 | $783,702 | $10,312iApproximate average salary by contribution assumption: employee only about $257,797 at 4% or $171,864 at 6%; with 50% employer match about $171,864 at 4% or $114,576 at 6%; with 100% employer match about $128,898 at 4% or $85,932 at 6%. |
| 2009 | 1 | 75 | $6,549,369 | $759,916 | $10,132iApproximate average salary by contribution assumption: employee only about $253,305 at 4% or $168,870 at 6%; with 50% employer match about $168,870 at 4% or $112,580 at 6%; with 100% employer match about $126,653 at 4% or $84,435 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 75 | $6,549,369 | $759,916 | $10,132iApproximate average salary by contribution assumption: employee only about $253,305 at 4% or $168,870 at 6%; with 50% employer match about $168,870 at 4% or $112,580 at 6%; with 100% employer match about $126,653 at 4% or $84,435 at 6%. |
| 2008 | 1 | 74 | $4,699,315 | $939,099 | $12,691iApproximate average salary by contribution assumption: employee only about $317,263 at 4% or $211,509 at 6%; with 50% employer match about $211,509 at 4% or $141,006 at 6%; with 100% employer match about $158,632 at 4% or $105,754 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 74 | $4,699,315 | $939,099 | $12,691iApproximate average salary by contribution assumption: employee only about $317,263 at 4% or $211,509 at 6%; with 50% employer match about $211,509 at 4% or $141,006 at 6%; with 100% employer match about $158,632 at 4% or $105,754 at 6%. |
| 2007 | 1 | 72 | $0 | $0 | - |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 72 | - | - | - |
| 2006 | 1 | 62 | $4,827,772 | $1,042,842 | $16,820iApproximate average salary by contribution assumption: employee only about $420,501 at 4% or $280,334 at 6%; with 50% employer match about $280,334 at 4% or $186,889 at 6%; with 100% employer match about $210,250 at 4% or $140,167 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 62 | $4,827,772 | $1,042,842 | $16,820iApproximate average salary by contribution assumption: employee only about $420,501 at 4% or $280,334 at 6%; with 50% employer match about $280,334 at 4% or $186,889 at 6%; with 100% employer match about $210,250 at 4% or $140,167 at 6%. |
| 2005 | 1 | 54 | $3,502,500 | $805,948 | $14,925iApproximate average salary by contribution assumption: employee only about $373,124 at 4% or $248,749 at 6%; with 50% employer match about $248,749 at 4% or $165,833 at 6%; with 100% employer match about $186,562 at 4% or $124,375 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 54 | $3,502,500 | $805,948 | $14,925iApproximate average salary by contribution assumption: employee only about $373,124 at 4% or $248,749 at 6%; with 50% employer match about $248,749 at 4% or $165,833 at 6%; with 100% employer match about $186,562 at 4% or $124,375 at 6%. |
| 2004 | 1 | 49 | $0 | $0 | - |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 49 | - | - | - |
| 2003 | 1 | 42 | $1,949,640 | $545,966 | $12,999iApproximate average salary by contribution assumption: employee only about $324,980 at 4% or $216,653 at 6%; with 50% employer match about $216,653 at 4% or $144,435 at 6%; with 100% employer match about $162,490 at 4% or $108,327 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 42 | $1,949,640 | $545,966 | $12,999iApproximate average salary by contribution assumption: employee only about $324,980 at 4% or $216,653 at 6%; with 50% employer match about $216,653 at 4% or $144,435 at 6%; with 100% employer match about $162,490 at 4% or $108,327 at 6%. |
| 2002 | 1 | 43 | $0 | $0 | - |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 43 | - | - | - |
| 2001 | 1 | 35 | $0 | $0 | - |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 35 | - | - | - |
| 2000 | 1 | 35 | $870,868 | $238,473 | $6,814iApproximate average salary by contribution assumption: employee only about $170,338 at 4% or $113,559 at 6%; with 50% employer match about $113,559 at 4% or $75,706 at 6%; with 100% employer match about $85,169 at 4% or $56,779 at 6%. |
| CDC Small Business Finance Corp. 401(K) Plan and Trust | - | 35 | $870,868 | $238,473 | $6,814iApproximate average salary by contribution assumption: employee only about $170,338 at 4% or $113,559 at 6%; with 50% employer match about $113,559 at 4% or $75,706 at 6%; with 100% employer match about $85,169 at 4% or $56,779 at 6%. |