Civic Intelligence

Performance Financial Inc.

Plan context: Pacific Funding Mortgage 401(K) Profit Sharing Plan

EIN 95-4575252 • Valencia, CA • 16 filings • 3 plans

27433 Tourney Road, Suite 150Valencia, CA 91355
Current Snapshot

Latest Year

2020

2020 Participants

16

2020 Assets

$734,225

2020 Contributions

$132,939

Historical Graphs

Total Assets Over Time

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

$956,057$478,029$0200520132019YearValue
$734,225Latest year 2019

Participants Over Time

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

1680200520122019YearValue
16Latest year 2019

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
202010$0$0-
Pacific Funding Mortgage 401(K) Profit Sharing Plan-0$0$0-
2019116$734,225$132,939$8,309iApproximate average salary by contribution assumption: employee only about $207,717 at 4% or $138,478 at 6%; with 50% employer match about $138,478 at 4% or $92,319 at 6%; with 100% employer match about $103,859 at 4% or $69,239 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-16$734,225$132,939$8,309iApproximate average salary by contribution assumption: employee only about $207,717 at 4% or $138,478 at 6%; with 50% employer match about $138,478 at 4% or $92,319 at 6%; with 100% employer match about $103,859 at 4% or $69,239 at 6%.
2018114$865,063$90,029$6,431iApproximate average salary by contribution assumption: employee only about $160,766 at 4% or $107,177 at 6%; with 50% employer match about $107,177 at 4% or $71,452 at 6%; with 100% employer match about $80,383 at 4% or $53,589 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-14$865,063$90,029$6,431iApproximate average salary by contribution assumption: employee only about $160,766 at 4% or $107,177 at 6%; with 50% employer match about $107,177 at 4% or $71,452 at 6%; with 100% employer match about $80,383 at 4% or $53,589 at 6%.
2017114$956,057$116,673$8,334iApproximate average salary by contribution assumption: employee only about $208,345 at 4% or $138,896 at 6%; with 50% employer match about $138,896 at 4% or $92,598 at 6%; with 100% employer match about $104,172 at 4% or $69,448 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-14$956,057$116,673$8,334iApproximate average salary by contribution assumption: employee only about $208,345 at 4% or $138,896 at 6%; with 50% employer match about $138,896 at 4% or $92,598 at 6%; with 100% employer match about $104,172 at 4% or $69,448 at 6%.
2016113$805,745$142,660$10,974iApproximate average salary by contribution assumption: employee only about $274,346 at 4% or $182,897 at 6%; with 50% employer match about $182,897 at 4% or $121,932 at 6%; with 100% employer match about $137,173 at 4% or $91,449 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-13$805,745$142,660$10,974iApproximate average salary by contribution assumption: employee only about $274,346 at 4% or $182,897 at 6%; with 50% employer match about $182,897 at 4% or $121,932 at 6%; with 100% employer match about $137,173 at 4% or $91,449 at 6%.
2015113$651,006$124,424$9,571iApproximate average salary by contribution assumption: employee only about $239,277 at 4% or $159,518 at 6%; with 50% employer match about $159,518 at 4% or $106,345 at 6%; with 100% employer match about $119,638 at 4% or $79,759 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-13$651,006$124,424$9,571iApproximate average salary by contribution assumption: employee only about $239,277 at 4% or $159,518 at 6%; with 50% employer match about $159,518 at 4% or $106,345 at 6%; with 100% employer match about $119,638 at 4% or $79,759 at 6%.
2014112$546,733$116,830$9,736iApproximate average salary by contribution assumption: employee only about $243,396 at 4% or $162,264 at 6%; with 50% employer match about $162,264 at 4% or $108,176 at 6%; with 100% employer match about $121,698 at 4% or $81,132 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-12$546,733$116,830$9,736iApproximate average salary by contribution assumption: employee only about $243,396 at 4% or $162,264 at 6%; with 50% employer match about $162,264 at 4% or $108,176 at 6%; with 100% employer match about $121,698 at 4% or $81,132 at 6%.
201318$443,767$71,965$8,996iApproximate average salary by contribution assumption: employee only about $224,891 at 4% or $149,927 at 6%; with 50% employer match about $149,927 at 4% or $99,951 at 6%; with 100% employer match about $112,445 at 4% or $74,964 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-8$443,767$71,965$8,996iApproximate average salary by contribution assumption: employee only about $224,891 at 4% or $149,927 at 6%; with 50% employer match about $149,927 at 4% or $99,951 at 6%; with 100% employer match about $112,445 at 4% or $74,964 at 6%.
201216$360,091$40,969$6,828iApproximate average salary by contribution assumption: employee only about $170,704 at 4% or $113,803 at 6%; with 50% employer match about $113,803 at 4% or $75,869 at 6%; with 100% employer match about $85,352 at 4% or $56,901 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-6$360,091$40,969$6,828iApproximate average salary by contribution assumption: employee only about $170,704 at 4% or $113,803 at 6%; with 50% employer match about $113,803 at 4% or $75,869 at 6%; with 100% employer match about $85,352 at 4% or $56,901 at 6%.
201115$310,453$61,252$12,250iApproximate average salary by contribution assumption: employee only about $306,260 at 4% or $204,173 at 6%; with 50% employer match about $204,173 at 4% or $136,116 at 6%; with 100% employer match about $153,130 at 4% or $102,087 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-5$310,453$61,252$12,250iApproximate average salary by contribution assumption: employee only about $306,260 at 4% or $204,173 at 6%; with 50% employer match about $204,173 at 4% or $136,116 at 6%; with 100% employer match about $153,130 at 4% or $102,087 at 6%.
201016$265,880$58,366$9,728iApproximate average salary by contribution assumption: employee only about $243,192 at 4% or $162,128 at 6%; with 50% employer match about $162,128 at 4% or $108,085 at 6%; with 100% employer match about $121,596 at 4% or $81,064 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-6$265,880$58,366$9,728iApproximate average salary by contribution assumption: employee only about $243,192 at 4% or $162,128 at 6%; with 50% employer match about $162,128 at 4% or $108,085 at 6%; with 100% employer match about $121,596 at 4% or $81,064 at 6%.
200913$200,873$46,316$15,439iApproximate average salary by contribution assumption: employee only about $385,967 at 4% or $257,311 at 6%; with 50% employer match about $257,311 at 4% or $171,541 at 6%; with 100% employer match about $192,983 at 4% or $128,656 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-3$200,873$46,316$15,439iApproximate average salary by contribution assumption: employee only about $385,967 at 4% or $257,311 at 6%; with 50% employer match about $257,311 at 4% or $171,541 at 6%; with 100% employer match about $192,983 at 4% or $128,656 at 6%.
200814$144,497$31,050$7,763iApproximate average salary by contribution assumption: employee only about $194,063 at 4% or $129,375 at 6%; with 50% employer match about $129,375 at 4% or $86,250 at 6%; with 100% employer match about $97,031 at 4% or $64,688 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-4$144,497$31,050$7,763iApproximate average salary by contribution assumption: employee only about $194,063 at 4% or $129,375 at 6%; with 50% employer match about $129,375 at 4% or $86,250 at 6%; with 100% employer match about $97,031 at 4% or $64,688 at 6%.
200713$0$0-
Pacific Funding Mortgage 401(K) Profit Sharing Plan-3---
200614$83,449$37,264$9,316iApproximate average salary by contribution assumption: employee only about $232,900 at 4% or $155,267 at 6%; with 50% employer match about $155,267 at 4% or $103,511 at 6%; with 100% employer match about $116,450 at 4% or $77,633 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-4$83,449$37,264$9,316iApproximate average salary by contribution assumption: employee only about $232,900 at 4% or $155,267 at 6%; with 50% employer match about $155,267 at 4% or $103,511 at 6%; with 100% employer match about $116,450 at 4% or $77,633 at 6%.
200515$42,066$42,066$8,413iApproximate average salary by contribution assumption: employee only about $210,330 at 4% or $140,220 at 6%; with 50% employer match about $140,220 at 4% or $93,480 at 6%; with 100% employer match about $105,165 at 4% or $70,110 at 6%.
Pacific Funding Mortgage 401(K) Profit Sharing Plan-5$42,066$42,066$8,413iApproximate average salary by contribution assumption: employee only about $210,330 at 4% or $140,220 at 6%; with 50% employer match about $140,220 at 4% or $93,480 at 6%; with 100% employer match about $105,165 at 4% or $70,110 at 6%.