Civic Intelligence

Prime Fiduciary Services LLC

Plan context: Prime Fiduciary Services LLC 401(K) Profit Sharing Plan

EIN 11-3748954 • Los Altos, CA • 11 filings • 2 plans

350 2nd Street, Ste. 2Los Altos, CA 94022
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,379,286

2024 Contributions

$157,322

Historical Graphs

Total Assets Over Time

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

$2,379,286$1,189,643$0201420192024YearValue
$2,379,286Latest year 2024

Participants Over Time

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

1160201420192024YearValue
11Latest 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
2024111$2,379,286$157,322$14,302iApproximate average salary by contribution assumption: employee only about $357,550 at 4% or $238,367 at 6%; with 50% employer match about $238,367 at 4% or $158,911 at 6%; with 100% employer match about $178,775 at 4% or $119,183 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-11$2,379,286$157,322$14,302iApproximate average salary by contribution assumption: employee only about $357,550 at 4% or $238,367 at 6%; with 50% employer match about $238,367 at 4% or $158,911 at 6%; with 100% employer match about $178,775 at 4% or $119,183 at 6%.
202318$1,916,675$97,652$12,207iApproximate average salary by contribution assumption: employee only about $305,163 at 4% or $203,442 at 6%; with 50% employer match about $203,442 at 4% or $135,628 at 6%; with 100% employer match about $152,581 at 4% or $101,721 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-8$1,916,675$97,652$12,207iApproximate average salary by contribution assumption: employee only about $305,163 at 4% or $203,442 at 6%; with 50% employer match about $203,442 at 4% or $135,628 at 6%; with 100% employer match about $152,581 at 4% or $101,721 at 6%.
202217$1,564,125$293,214$41,888iApproximate average salary by contribution assumption: employee only about $1,047,193 at 4% or $698,129 at 6%; with 50% employer match about $698,129 at 4% or $465,419 at 6%; with 100% employer match about $523,596 at 4% or $349,064 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-7$1,564,125$293,214$41,888iApproximate average salary by contribution assumption: employee only about $1,047,193 at 4% or $698,129 at 6%; with 50% employer match about $698,129 at 4% or $465,419 at 6%; with 100% employer match about $523,596 at 4% or $349,064 at 6%.
202115$1,522,564$163,347$32,669iApproximate average salary by contribution assumption: employee only about $816,735 at 4% or $544,490 at 6%; with 50% employer match about $544,490 at 4% or $362,993 at 6%; with 100% employer match about $408,368 at 4% or $272,245 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-5$1,522,564$163,347$32,669iApproximate average salary by contribution assumption: employee only about $816,735 at 4% or $544,490 at 6%; with 50% employer match about $544,490 at 4% or $362,993 at 6%; with 100% employer match about $408,368 at 4% or $272,245 at 6%.
202015$1,198,983$25,469$5,094iApproximate average salary by contribution assumption: employee only about $127,345 at 4% or $84,897 at 6%; with 50% employer match about $84,897 at 4% or $56,598 at 6%; with 100% employer match about $63,673 at 4% or $42,448 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-5$1,198,983$25,469$5,094iApproximate average salary by contribution assumption: employee only about $127,345 at 4% or $84,897 at 6%; with 50% employer match about $84,897 at 4% or $56,598 at 6%; with 100% employer match about $63,673 at 4% or $42,448 at 6%.
201916$978,550$266,814$44,469iApproximate average salary by contribution assumption: employee only about $1,111,725 at 4% or $741,150 at 6%; with 50% employer match about $741,150 at 4% or $494,100 at 6%; with 100% employer match about $555,863 at 4% or $370,575 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-6$978,550$266,814$44,469iApproximate average salary by contribution assumption: employee only about $1,111,725 at 4% or $741,150 at 6%; with 50% employer match about $741,150 at 4% or $494,100 at 6%; with 100% employer match about $555,863 at 4% or $370,575 at 6%.
201815$654,844$150,857$30,171iApproximate average salary by contribution assumption: employee only about $754,285 at 4% or $502,857 at 6%; with 50% employer match about $502,857 at 4% or $335,238 at 6%; with 100% employer match about $377,143 at 4% or $251,428 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-5$654,844$150,857$30,171iApproximate average salary by contribution assumption: employee only about $754,285 at 4% or $502,857 at 6%; with 50% employer match about $502,857 at 4% or $335,238 at 6%; with 100% employer match about $377,143 at 4% or $251,428 at 6%.
201715$547,892$134,759$26,952iApproximate average salary by contribution assumption: employee only about $673,795 at 4% or $449,197 at 6%; with 50% employer match about $449,197 at 4% or $299,464 at 6%; with 100% employer match about $336,898 at 4% or $224,598 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-5$547,892$134,759$26,952iApproximate average salary by contribution assumption: employee only about $673,795 at 4% or $449,197 at 6%; with 50% employer match about $449,197 at 4% or $299,464 at 6%; with 100% employer match about $336,898 at 4% or $224,598 at 6%.
201614$363,511$125,846$31,462iApproximate average salary by contribution assumption: employee only about $786,538 at 4% or $524,358 at 6%; with 50% employer match about $524,358 at 4% or $349,572 at 6%; with 100% employer match about $393,269 at 4% or $262,179 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-4$363,511$125,846$31,462iApproximate average salary by contribution assumption: employee only about $786,538 at 4% or $524,358 at 6%; with 50% employer match about $524,358 at 4% or $349,572 at 6%; with 100% employer match about $393,269 at 4% or $262,179 at 6%.
201514$218,064$110,992$27,748iApproximate average salary by contribution assumption: employee only about $693,700 at 4% or $462,467 at 6%; with 50% employer match about $462,467 at 4% or $308,311 at 6%; with 100% employer match about $346,850 at 4% or $231,233 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-4$218,064$110,992$27,748iApproximate average salary by contribution assumption: employee only about $693,700 at 4% or $462,467 at 6%; with 50% employer match about $462,467 at 4% or $308,311 at 6%; with 100% employer match about $346,850 at 4% or $231,233 at 6%.
201414$110,305$110,581$27,645iApproximate average salary by contribution assumption: employee only about $691,131 at 4% or $460,754 at 6%; with 50% employer match about $460,754 at 4% or $307,169 at 6%; with 100% employer match about $345,566 at 4% or $230,377 at 6%.
Prime Fiduciary Services LLC 401(K) Profit Sharing Plan-4$110,305$110,581$27,645iApproximate average salary by contribution assumption: employee only about $691,131 at 4% or $460,754 at 6%; with 50% employer match about $460,754 at 4% or $307,169 at 6%; with 100% employer match about $345,566 at 4% or $230,377 at 6%.