Civic Intelligence

Claremont Financial Group Inc.

Plan context: Claremont Financial Group Inc. Profit Sharing Plan

EIN 95-4458857 • Costa Mesa, CA • 36 filings • 8 plans

245 Fischer Avenue, A-4Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,452,275

2024 Contributions

$118,025

Historical Graphs

Total Assets Over Time

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

$2,897,892$1,448,946$0199920132024YearValue
$2,452,275Latest year 2024

Participants Over Time

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

740199920122024YearValue
4Latest year 2024

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
202414$2,452,275$118,025$29,506iApproximate average salary by contribution assumption: employee only about $737,656 at 4% or $491,771 at 6%; with 50% employer match about $491,771 at 4% or $327,847 at 6%; with 100% employer match about $368,828 at 4% or $245,885 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-4$2,452,275$118,025$29,506iApproximate average salary by contribution assumption: employee only about $737,656 at 4% or $491,771 at 6%; with 50% employer match about $491,771 at 4% or $327,847 at 6%; with 100% employer match about $368,828 at 4% or $245,885 at 6%.
202315$2,060,995$113,526$22,705iApproximate average salary by contribution assumption: employee only about $567,630 at 4% or $378,420 at 6%; with 50% employer match about $378,420 at 4% or $252,280 at 6%; with 100% employer match about $283,815 at 4% or $189,210 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-5$2,060,995$113,526$22,705iApproximate average salary by contribution assumption: employee only about $567,630 at 4% or $378,420 at 6%; with 50% employer match about $378,420 at 4% or $252,280 at 6%; with 100% employer match about $283,815 at 4% or $189,210 at 6%.
202215$1,653,715$106,109$21,222iApproximate average salary by contribution assumption: employee only about $530,545 at 4% or $353,697 at 6%; with 50% employer match about $353,697 at 4% or $235,798 at 6%; with 100% employer match about $265,273 at 4% or $176,848 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-5$1,653,715$106,109$21,222iApproximate average salary by contribution assumption: employee only about $530,545 at 4% or $353,697 at 6%; with 50% employer match about $353,697 at 4% or $235,798 at 6%; with 100% employer match about $265,273 at 4% or $176,848 at 6%.
202116$2,897,892$92,940$15,490iApproximate average salary by contribution assumption: employee only about $387,250 at 4% or $258,167 at 6%; with 50% employer match about $258,167 at 4% or $172,111 at 6%; with 100% employer match about $193,625 at 4% or $129,083 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$2,897,892$92,940$15,490iApproximate average salary by contribution assumption: employee only about $387,250 at 4% or $258,167 at 6%; with 50% employer match about $258,167 at 4% or $172,111 at 6%; with 100% employer match about $193,625 at 4% or $129,083 at 6%.
202016$2,249,838$123,420$20,570iApproximate average salary by contribution assumption: employee only about $514,250 at 4% or $342,833 at 6%; with 50% employer match about $342,833 at 4% or $228,556 at 6%; with 100% employer match about $257,125 at 4% or $171,417 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$2,249,838$123,420$20,570iApproximate average salary by contribution assumption: employee only about $514,250 at 4% or $342,833 at 6%; with 50% employer match about $342,833 at 4% or $228,556 at 6%; with 100% employer match about $257,125 at 4% or $171,417 at 6%.
201915$1,808,890$132,400$26,480iApproximate average salary by contribution assumption: employee only about $662,000 at 4% or $441,333 at 6%; with 50% employer match about $441,333 at 4% or $294,222 at 6%; with 100% employer match about $331,000 at 4% or $220,667 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-5$1,808,890$132,400$26,480iApproximate average salary by contribution assumption: employee only about $662,000 at 4% or $441,333 at 6%; with 50% employer match about $441,333 at 4% or $294,222 at 6%; with 100% employer match about $331,000 at 4% or $220,667 at 6%.
201816$1,868,795$139,400$23,233iApproximate average salary by contribution assumption: employee only about $580,833 at 4% or $387,222 at 6%; with 50% employer match about $387,222 at 4% or $258,148 at 6%; with 100% employer match about $290,417 at 4% or $193,611 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$1,868,795$139,400$23,233iApproximate average salary by contribution assumption: employee only about $580,833 at 4% or $387,222 at 6%; with 50% employer match about $387,222 at 4% or $258,148 at 6%; with 100% employer match about $290,417 at 4% or $193,611 at 6%.
201716$1,920,867$146,346$24,391iApproximate average salary by contribution assumption: employee only about $609,775 at 4% or $406,517 at 6%; with 50% employer match about $406,517 at 4% or $271,011 at 6%; with 100% employer match about $304,888 at 4% or $203,258 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$1,920,867$146,346$24,391iApproximate average salary by contribution assumption: employee only about $609,775 at 4% or $406,517 at 6%; with 50% employer match about $406,517 at 4% or $271,011 at 6%; with 100% employer match about $304,888 at 4% or $203,258 at 6%.
201616$1,534,672$187,385$31,231iApproximate average salary by contribution assumption: employee only about $780,771 at 4% or $520,514 at 6%; with 50% employer match about $520,514 at 4% or $347,009 at 6%; with 100% employer match about $390,385 at 4% or $260,257 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$1,534,672$187,385$31,231iApproximate average salary by contribution assumption: employee only about $780,771 at 4% or $520,514 at 6%; with 50% employer match about $520,514 at 4% or $347,009 at 6%; with 100% employer match about $390,385 at 4% or $260,257 at 6%.
201516$1,236,552$139,183$23,197iApproximate average salary by contribution assumption: employee only about $579,929 at 4% or $386,619 at 6%; with 50% employer match about $386,619 at 4% or $257,746 at 6%; with 100% employer match about $289,965 at 4% or $193,310 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$1,236,552$139,183$23,197iApproximate average salary by contribution assumption: employee only about $579,929 at 4% or $386,619 at 6%; with 50% employer match about $386,619 at 4% or $257,746 at 6%; with 100% employer match about $289,965 at 4% or $193,310 at 6%.
201416$1,140,550$133,574$22,262iApproximate average salary by contribution assumption: employee only about $556,558 at 4% or $371,039 at 6%; with 50% employer match about $371,039 at 4% or $247,359 at 6%; with 100% employer match about $278,279 at 4% or $185,519 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$1,140,550$133,574$22,262iApproximate average salary by contribution assumption: employee only about $556,558 at 4% or $371,039 at 6%; with 50% employer match about $371,039 at 4% or $247,359 at 6%; with 100% employer match about $278,279 at 4% or $185,519 at 6%.
201316$963,209$130,926$21,821iApproximate average salary by contribution assumption: employee only about $545,525 at 4% or $363,683 at 6%; with 50% employer match about $363,683 at 4% or $242,456 at 6%; with 100% employer match about $272,763 at 4% or $181,842 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$963,209$130,926$21,821iApproximate average salary by contribution assumption: employee only about $545,525 at 4% or $363,683 at 6%; with 50% employer match about $363,683 at 4% or $242,456 at 6%; with 100% employer match about $272,763 at 4% or $181,842 at 6%.
201216$770,503$128,798$21,466iApproximate average salary by contribution assumption: employee only about $536,658 at 4% or $357,772 at 6%; with 50% employer match about $357,772 at 4% or $238,515 at 6%; with 100% employer match about $268,329 at 4% or $178,886 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$770,503$128,798$21,466iApproximate average salary by contribution assumption: employee only about $536,658 at 4% or $357,772 at 6%; with 50% employer match about $357,772 at 4% or $238,515 at 6%; with 100% employer match about $268,329 at 4% or $178,886 at 6%.
201116$610,407$126,628$21,105iApproximate average salary by contribution assumption: employee only about $527,617 at 4% or $351,744 at 6%; with 50% employer match about $351,744 at 4% or $234,496 at 6%; with 100% employer match about $263,808 at 4% or $175,872 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$610,407$126,628$21,105iApproximate average salary by contribution assumption: employee only about $527,617 at 4% or $351,744 at 6%; with 50% employer match about $351,744 at 4% or $234,496 at 6%; with 100% employer match about $263,808 at 4% or $175,872 at 6%.
201017$527,467$124,990$17,856iApproximate average salary by contribution assumption: employee only about $446,393 at 4% or $297,595 at 6%; with 50% employer match about $297,595 at 4% or $198,397 at 6%; with 100% employer match about $223,196 at 4% or $148,798 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-7$527,467$124,990$17,856iApproximate average salary by contribution assumption: employee only about $446,393 at 4% or $297,595 at 6%; with 50% employer match about $297,595 at 4% or $198,397 at 6%; with 100% employer match about $223,196 at 4% or $148,798 at 6%.
200916$394,104$118,153$19,692iApproximate average salary by contribution assumption: employee only about $492,304 at 4% or $328,203 at 6%; with 50% employer match about $328,203 at 4% or $218,802 at 6%; with 100% employer match about $246,152 at 4% or $164,101 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-6$394,104$118,153$19,692iApproximate average salary by contribution assumption: employee only about $492,304 at 4% or $328,203 at 6%; with 50% employer match about $328,203 at 4% or $218,802 at 6%; with 100% employer match about $246,152 at 4% or $164,101 at 6%.
200815$264,997$112,897$22,579iApproximate average salary by contribution assumption: employee only about $564,485 at 4% or $376,323 at 6%; with 50% employer match about $376,323 at 4% or $250,882 at 6%; with 100% employer match about $282,243 at 4% or $188,162 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-5$264,997$112,897$22,579iApproximate average salary by contribution assumption: employee only about $564,485 at 4% or $376,323 at 6%; with 50% employer match about $376,323 at 4% or $250,882 at 6%; with 100% employer match about $282,243 at 4% or $188,162 at 6%.
200715$0$0-
Claremont Financial Group Inc. Profit Sharing Plan-5---
200634$98,518$98,518$24,630iApproximate average salary by contribution assumption: employee only about $615,738 at 4% or $410,492 at 6%; with 50% employer match about $410,492 at 4% or $273,661 at 6%; with 100% employer match about $307,869 at 4% or $205,246 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-4$98,518$98,518$24,630iApproximate average salary by contribution assumption: employee only about $615,738 at 4% or $410,492 at 6%; with 50% employer match about $410,492 at 4% or $273,661 at 6%; with 100% employer match about $307,869 at 4% or $205,246 at 6%.
Claremont Financial Group Inc Money Purchase Pension Plan-0---
Claremont Financial Group Inc. Profit Sharing Plan-0---
200521$330,984$17,030$17,030iApproximate average salary by contribution assumption: employee only about $425,750 at 4% or $283,833 at 6%; with 50% employer match about $283,833 at 4% or $189,222 at 6%; with 100% employer match about $212,875 at 4% or $141,917 at 6%.
Claremont Financial Group Inc Money Purchase Pension Plan-1$251,722$15,700$15,700iApproximate average salary by contribution assumption: employee only about $392,500 at 4% or $261,667 at 6%; with 50% employer match about $261,667 at 4% or $174,444 at 6%; with 100% employer match about $196,250 at 4% or $130,833 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-1$79,262$1,330$1,330iApproximate average salary by contribution assumption: employee only about $33,250 at 4% or $22,167 at 6%; with 50% employer match about $22,167 at 4% or $14,778 at 6%; with 100% employer match about $16,625 at 4% or $11,083 at 6%.
200423$304,257$41,700$13,900iApproximate average salary by contribution assumption: employee only about $347,500 at 4% or $231,667 at 6%; with 50% employer match about $231,667 at 4% or $154,444 at 6%; with 100% employer match about $173,750 at 4% or $115,833 at 6%.
Claremont Financial Group Inc Money Purchase Pension Plan-3$245,809$41,700$13,900iApproximate average salary by contribution assumption: employee only about $347,500 at 4% or $231,667 at 6%; with 50% employer match about $231,667 at 4% or $154,444 at 6%; with 100% employer match about $173,750 at 4% or $115,833 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-3$58,448--
200323$241,078$35,562$11,854iApproximate average salary by contribution assumption: employee only about $296,350 at 4% or $197,567 at 6%; with 50% employer match about $197,567 at 4% or $131,711 at 6%; with 100% employer match about $148,175 at 4% or $98,783 at 6%.
Claremont Financial Group Inc Money Purchase Pension Plan-3$189,523$35,562$11,854iApproximate average salary by contribution assumption: employee only about $296,350 at 4% or $197,567 at 6%; with 50% employer match about $197,567 at 4% or $131,711 at 6%; with 100% employer match about $148,175 at 4% or $98,783 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-3$51,555--
200225$124,576$50,485$10,097iApproximate average salary by contribution assumption: employee only about $252,425 at 4% or $168,283 at 6%; with 50% employer match about $168,283 at 4% or $112,189 at 6%; with 100% employer match about $126,213 at 4% or $84,142 at 6%.
Claremont Financial Group Inc Money Purchase Pension Plan-5$124,576$50,485$10,097iApproximate average salary by contribution assumption: employee only about $252,425 at 4% or $168,283 at 6%; with 50% employer match about $168,283 at 4% or $112,189 at 6%; with 100% employer match about $126,213 at 4% or $84,142 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-4---
200135$0$0-
Claremont Financial Group Inc Money Purchase Pension Plan-5---
Claremont Financial Group Inc. Profit Sharing Plan-4---
Claremont Financial Group Inc. Profit Sharing Plan-4---
200025$149,789$36,340$7,268iApproximate average salary by contribution assumption: employee only about $181,700 at 4% or $121,133 at 6%; with 50% employer match about $121,133 at 4% or $80,756 at 6%; with 100% employer match about $90,850 at 4% or $60,567 at 6%.
Claremont Financial Group Inc Money Purchase Pension Plan-5$81,943$36,340$7,268iApproximate average salary by contribution assumption: employee only about $181,700 at 4% or $121,133 at 6%; with 50% employer match about $121,133 at 4% or $80,756 at 6%; with 100% employer match about $90,850 at 4% or $60,567 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-4$67,846--
199924$123,674$49,184$12,296iApproximate average salary by contribution assumption: employee only about $307,400 at 4% or $204,933 at 6%; with 50% employer match about $204,933 at 4% or $136,622 at 6%; with 100% employer match about $153,700 at 4% or $102,467 at 6%.
Claremont Financial Group Inc. Profit Sharing Plan-4$71,681$29,700$7,425iApproximate average salary by contribution assumption: employee only about $185,625 at 4% or $123,750 at 6%; with 50% employer match about $123,750 at 4% or $82,500 at 6%; with 100% employer match about $92,813 at 4% or $61,875 at 6%.
Claremont Financial Group Inc Money Purchase Pension Plan-4$51,993$19,484$4,871iApproximate average salary by contribution assumption: employee only about $121,775 at 4% or $81,183 at 6%; with 50% employer match about $81,183 at 4% or $54,122 at 6%; with 100% employer match about $60,888 at 4% or $40,592 at 6%.