Civic Intelligence

Preferred Strategics Inc.

Plan context: Preferred Strategies Inc. Retirement Plan

EIN 02-0559065 • Soquel, CA • 27 filings • 5 plans

2425 Porter StreetSuite 20Soquel, CA 95073
Current Snapshot

Latest Year

2025

2025 Participants

31

2025 Assets

$4,523,280

2025 Contributions

$426,003

Historical Graphs

Total Assets Over Time

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

$4,523,280$2,261,640$0200420142024YearValue
$4,523,280Latest year 2024

Participants Over Time

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

31160200420142024YearValue
31Latest 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
202510$0$0-
Preferred Strategies Inc. Employee Stock Ownership Plan-0---
2024231$4,523,280$426,003$13,742iApproximate average salary by contribution assumption: employee only about $343,551 at 4% or $229,034 at 6%; with 50% employer match about $229,034 at 4% or $152,689 at 6%; with 100% employer match about $171,775 at 4% or $114,517 at 6%.
Preferred Strategies Inc. Retirement Plan-27$3,486,670$426,003$15,778iApproximate average salary by contribution assumption: employee only about $394,447 at 4% or $262,965 at 6%; with 50% employer match about $262,965 at 4% or $175,310 at 6%; with 100% employer match about $197,224 at 4% or $131,482 at 6%.
Preferred Strategies Inc. Employee Stock Ownership Plan-31$1,036,610--
2023228$4,163,311$358,826$12,815iApproximate average salary by contribution assumption: employee only about $320,380 at 4% or $213,587 at 6%; with 50% employer match about $213,587 at 4% or $142,391 at 6%; with 100% employer match about $160,190 at 4% or $106,793 at 6%.
Preferred Strategies Inc. Retirement Plan-27$3,126,492$358,826$13,290iApproximate average salary by contribution assumption: employee only about $332,246 at 4% or $221,498 at 6%; with 50% employer match about $221,498 at 4% or $147,665 at 6%; with 100% employer match about $166,123 at 4% or $110,749 at 6%.
Preferred Strategies Inc. Employee Stock Ownership Plan-28$1,036,819--
2022223$3,357,320$594,172$25,834iApproximate average salary by contribution assumption: employee only about $645,839 at 4% or $430,559 at 6%; with 50% employer match about $430,559 at 4% or $287,040 at 6%; with 100% employer match about $322,920 at 4% or $215,280 at 6%.
Preferred Strategies Inc. Retirement Plan-20$2,357,320$294,172$14,709iApproximate average salary by contribution assumption: employee only about $367,715 at 4% or $245,143 at 6%; with 50% employer match about $245,143 at 4% or $163,429 at 6%; with 100% employer match about $183,858 at 4% or $122,572 at 6%.
Preferred Strategies Inc. Employee Stock Ownership Plan-23$1,000,000$300,000$13,043iApproximate average salary by contribution assumption: employee only about $326,087 at 4% or $217,391 at 6%; with 50% employer match about $217,391 at 4% or $144,928 at 6%; with 100% employer match about $163,043 at 4% or $108,696 at 6%.
2021222$3,289,073$543,000$24,682iApproximate average salary by contribution assumption: employee only about $617,045 at 4% or $411,364 at 6%; with 50% employer match about $411,364 at 4% or $274,242 at 6%; with 100% employer match about $308,523 at 4% or $205,682 at 6%.
Preferred Strategies Inc. Retirement Plan-19$2,589,073$243,000$12,789iApproximate average salary by contribution assumption: employee only about $319,737 at 4% or $213,158 at 6%; with 50% employer match about $213,158 at 4% or $142,105 at 6%; with 100% employer match about $159,868 at 4% or $106,579 at 6%.
Preferred Strategies Inc. Employee Stock Ownership Plan-22$700,000$300,000$13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%.
2020220$2,461,717$637,245$31,862iApproximate average salary by contribution assumption: employee only about $796,556 at 4% or $531,038 at 6%; with 50% employer match about $531,038 at 4% or $354,025 at 6%; with 100% employer match about $398,278 at 4% or $265,519 at 6%.
Preferred Strategies Inc. Retirement Plan-16$2,061,717$237,245$14,828iApproximate average salary by contribution assumption: employee only about $370,695 at 4% or $247,130 at 6%; with 50% employer match about $247,130 at 4% or $164,753 at 6%; with 100% employer match about $185,348 at 4% or $123,565 at 6%.
Preferred Strategies Inc. Employee Stock Ownership Plan-20$400,000$400,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2019112$1,565,461$167,112$13,926iApproximate average salary by contribution assumption: employee only about $348,150 at 4% or $232,100 at 6%; with 50% employer match about $232,100 at 4% or $154,733 at 6%; with 100% employer match about $174,075 at 4% or $116,050 at 6%.
Preferred Strategies Inc. Retirement Plan-12$1,565,461$167,112$13,926iApproximate average salary by contribution assumption: employee only about $348,150 at 4% or $232,100 at 6%; with 50% employer match about $232,100 at 4% or $154,733 at 6%; with 100% employer match about $174,075 at 4% or $116,050 at 6%.
201819$1,142,137$103,649$11,517iApproximate average salary by contribution assumption: employee only about $287,914 at 4% or $191,943 at 6%; with 50% employer match about $191,943 at 4% or $127,962 at 6%; with 100% employer match about $143,957 at 4% or $95,971 at 6%.
Preferred Strategies Inc. Retirement Plan-9$1,142,137$103,649$11,517iApproximate average salary by contribution assumption: employee only about $287,914 at 4% or $191,943 at 6%; with 50% employer match about $191,943 at 4% or $127,962 at 6%; with 100% employer match about $143,957 at 4% or $95,971 at 6%.
201718$1,114,999$65,731$8,216iApproximate average salary by contribution assumption: employee only about $205,409 at 4% or $136,940 at 6%; with 50% employer match about $136,940 at 4% or $91,293 at 6%; with 100% employer match about $102,705 at 4% or $68,470 at 6%.
Preferred Strategies Inc. Retirement Plan-8$1,114,999$65,731$8,216iApproximate average salary by contribution assumption: employee only about $205,409 at 4% or $136,940 at 6%; with 50% employer match about $136,940 at 4% or $91,293 at 6%; with 100% employer match about $102,705 at 4% or $68,470 at 6%.
201617$881,067$49,476$7,068iApproximate average salary by contribution assumption: employee only about $176,700 at 4% or $117,800 at 6%; with 50% employer match about $117,800 at 4% or $78,533 at 6%; with 100% employer match about $88,350 at 4% or $58,900 at 6%.
Preferred Strategies Inc. Retirement Plan-7$881,067$49,476$7,068iApproximate average salary by contribution assumption: employee only about $176,700 at 4% or $117,800 at 6%; with 50% employer match about $117,800 at 4% or $78,533 at 6%; with 100% employer match about $88,350 at 4% or $58,900 at 6%.
201517$767,451$55,875$7,982iApproximate average salary by contribution assumption: employee only about $199,554 at 4% or $133,036 at 6%; with 50% employer match about $133,036 at 4% or $88,690 at 6%; with 100% employer match about $99,777 at 4% or $66,518 at 6%.
Preferred Strategies Inc. Retirement Plan-7$767,451$55,875$7,982iApproximate average salary by contribution assumption: employee only about $199,554 at 4% or $133,036 at 6%; with 50% employer match about $133,036 at 4% or $88,690 at 6%; with 100% employer match about $99,777 at 4% or $66,518 at 6%.
201417$702,554$53,006$7,572iApproximate average salary by contribution assumption: employee only about $189,307 at 4% or $126,205 at 6%; with 50% employer match about $126,205 at 4% or $84,137 at 6%; with 100% employer match about $94,654 at 4% or $63,102 at 6%.
Preferred Strategies Inc. Retirement Plan-7$702,554$53,006$7,572iApproximate average salary by contribution assumption: employee only about $189,307 at 4% or $126,205 at 6%; with 50% employer match about $126,205 at 4% or $84,137 at 6%; with 100% employer match about $94,654 at 4% or $63,102 at 6%.
201316$621,015$55,642$9,274iApproximate average salary by contribution assumption: employee only about $231,842 at 4% or $154,561 at 6%; with 50% employer match about $154,561 at 4% or $103,041 at 6%; with 100% employer match about $115,921 at 4% or $77,281 at 6%.
Preferred Strategies Inc. Retirement Plan-6$621,015$55,642$9,274iApproximate average salary by contribution assumption: employee only about $231,842 at 4% or $154,561 at 6%; with 50% employer match about $154,561 at 4% or $103,041 at 6%; with 100% employer match about $115,921 at 4% or $77,281 at 6%.
201216$442,979$40,992$6,832iApproximate average salary by contribution assumption: employee only about $170,800 at 4% or $113,867 at 6%; with 50% employer match about $113,867 at 4% or $75,911 at 6%; with 100% employer match about $85,400 at 4% or $56,933 at 6%.
Preferred Strategies Inc. Retirement Plan-6$442,979$40,992$6,832iApproximate average salary by contribution assumption: employee only about $170,800 at 4% or $113,867 at 6%; with 50% employer match about $113,867 at 4% or $75,911 at 6%; with 100% employer match about $85,400 at 4% or $56,933 at 6%.
201117$342,779$52,201$7,457iApproximate average salary by contribution assumption: employee only about $186,432 at 4% or $124,288 at 6%; with 50% employer match about $124,288 at 4% or $82,859 at 6%; with 100% employer match about $93,216 at 4% or $62,144 at 6%.
Preferred Strategies Inc. Retirement Plan-7$342,779$52,201$7,457iApproximate average salary by contribution assumption: employee only about $186,432 at 4% or $124,288 at 6%; with 50% employer match about $124,288 at 4% or $82,859 at 6%; with 100% employer match about $93,216 at 4% or $62,144 at 6%.
201017$308,295$35,007$5,001iApproximate average salary by contribution assumption: employee only about $125,025 at 4% or $83,350 at 6%; with 50% employer match about $83,350 at 4% or $55,567 at 6%; with 100% employer match about $62,513 at 4% or $41,675 at 6%.
Preferred Strategies Inc. Retirement Plan-7$308,295$35,007$5,001iApproximate average salary by contribution assumption: employee only about $125,025 at 4% or $83,350 at 6%; with 50% employer match about $83,350 at 4% or $55,567 at 6%; with 100% employer match about $62,513 at 4% or $41,675 at 6%.
200917$232,198$37,994$5,428iApproximate average salary by contribution assumption: employee only about $135,693 at 4% or $90,462 at 6%; with 50% employer match about $90,462 at 4% or $60,308 at 6%; with 100% employer match about $67,846 at 4% or $45,231 at 6%.
Preferred Strategies Inc. Retirement Plan-7$232,198$37,994$5,428iApproximate average salary by contribution assumption: employee only about $135,693 at 4% or $90,462 at 6%; with 50% employer match about $90,462 at 4% or $60,308 at 6%; with 100% employer match about $67,846 at 4% or $45,231 at 6%.
200816$138,563$35,874$5,979iApproximate average salary by contribution assumption: employee only about $149,475 at 4% or $99,650 at 6%; with 50% employer match about $99,650 at 4% or $66,433 at 6%; with 100% employer match about $74,738 at 4% or $49,825 at 6%.
Preferred Strategies Inc. Retirement Plan-6$138,563$35,874$5,979iApproximate average salary by contribution assumption: employee only about $149,475 at 4% or $99,650 at 6%; with 50% employer match about $99,650 at 4% or $66,433 at 6%; with 100% employer match about $74,738 at 4% or $49,825 at 6%.
200715$192,912$34,228$6,846iApproximate average salary by contribution assumption: employee only about $171,140 at 4% or $114,093 at 6%; with 50% employer match about $114,093 at 4% or $76,062 at 6%; with 100% employer match about $85,570 at 4% or $57,047 at 6%.
Preferred Strategies Inc. Retirement Plan-5$192,912$34,228$6,846iApproximate average salary by contribution assumption: employee only about $171,140 at 4% or $114,093 at 6%; with 50% employer match about $114,093 at 4% or $76,062 at 6%; with 100% employer match about $85,570 at 4% or $57,047 at 6%.
200614$150,484$33,615$8,404iApproximate average salary by contribution assumption: employee only about $210,094 at 4% or $140,063 at 6%; with 50% employer match about $140,063 at 4% or $93,375 at 6%; with 100% employer match about $105,047 at 4% or $70,031 at 6%.
Preferred Strategies Inc. Retirement Plan-4$150,484$33,615$8,404iApproximate average salary by contribution assumption: employee only about $210,094 at 4% or $140,063 at 6%; with 50% employer match about $140,063 at 4% or $93,375 at 6%; with 100% employer match about $105,047 at 4% or $70,031 at 6%.
200517$99,949$46,056$6,579iApproximate average salary by contribution assumption: employee only about $164,486 at 4% or $109,657 at 6%; with 50% employer match about $109,657 at 4% or $73,105 at 6%; with 100% employer match about $82,243 at 4% or $54,829 at 6%.
Preferred Strategies Inc. Retirement Plan-7$99,949$46,056$6,579iApproximate average salary by contribution assumption: employee only about $164,486 at 4% or $109,657 at 6%; with 50% employer match about $109,657 at 4% or $73,105 at 6%; with 100% employer match about $82,243 at 4% or $54,829 at 6%.
200418$51,267$46,910$5,864iApproximate average salary by contribution assumption: employee only about $146,594 at 4% or $97,729 at 6%; with 50% employer match about $97,729 at 4% or $65,153 at 6%; with 100% employer match about $73,297 at 4% or $48,865 at 6%.
Preferred Strategies Inc. Retirement Plan-8$51,267$46,910$5,864iApproximate average salary by contribution assumption: employee only about $146,594 at 4% or $97,729 at 6%; with 50% employer match about $97,729 at 4% or $65,153 at 6%; with 100% employer match about $73,297 at 4% or $48,865 at 6%.