Pergament Advisors LLC
Plan context: Pergament Advisors LLC 401K Plan
EIN 13-4078739 • Palm Beach, FL • 26 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$355,985
2025 Contributions
$22,115
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 0 | $0 | $0 | - |
| 2024 | 1 | 2 | $355,985 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 2 | $355,985 | $0 | - |
| 2023 | 1 | 2 | $342,396 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 2 | $342,396 | $0 | - |
| 2022 | 1 | 2 | $323,255 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 2 | $323,255 | $0 | - |
| 2021 | 1 | 5 | $349,503 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 5 | $349,503 | $0 | - |
| 2020 | 1 | 5 | $345,316 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 5 | $345,316 | $0 | - |
| 2019 | 1 | 5 | $332,372 | $22,115 | $4,423iApproximate average salary by contribution assumption: employee only about $110,575 at 4% or $73,717 at 6%; with 50% employer match about $73,717 at 4% or $49,144 at 6%; with 100% employer match about $55,288 at 4% or $36,858 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 5 | $332,372 | $22,115 | $4,423iApproximate average salary by contribution assumption: employee only about $110,575 at 4% or $73,717 at 6%; with 50% employer match about $73,717 at 4% or $49,144 at 6%; with 100% employer match about $55,288 at 4% or $36,858 at 6%. |
| 2018 | 1 | 6 | $367,138 | $20,344 | $3,391iApproximate average salary by contribution assumption: employee only about $84,767 at 4% or $56,511 at 6%; with 50% employer match about $56,511 at 4% or $37,674 at 6%; with 100% employer match about $42,383 at 4% or $28,256 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 6 | $367,138 | $20,344 | $3,391iApproximate average salary by contribution assumption: employee only about $84,767 at 4% or $56,511 at 6%; with 50% employer match about $56,511 at 4% or $37,674 at 6%; with 100% employer match about $42,383 at 4% or $28,256 at 6%. |
| 2017 | 1 | 6 | $355,988 | $22,523 | $3,754iApproximate average salary by contribution assumption: employee only about $93,846 at 4% or $62,564 at 6%; with 50% employer match about $62,564 at 4% or $41,709 at 6%; with 100% employer match about $46,923 at 4% or $31,282 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 6 | $355,988 | $22,523 | $3,754iApproximate average salary by contribution assumption: employee only about $93,846 at 4% or $62,564 at 6%; with 50% employer match about $62,564 at 4% or $41,709 at 6%; with 100% employer match about $46,923 at 4% or $31,282 at 6%. |
| 2016 | 1 | 6 | $313,751 | $24,250 | $4,042iApproximate average salary by contribution assumption: employee only about $101,042 at 4% or $67,361 at 6%; with 50% employer match about $67,361 at 4% or $44,907 at 6%; with 100% employer match about $50,521 at 4% or $33,681 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 6 | $313,751 | $24,250 | $4,042iApproximate average salary by contribution assumption: employee only about $101,042 at 4% or $67,361 at 6%; with 50% employer match about $67,361 at 4% or $44,907 at 6%; with 100% employer match about $50,521 at 4% or $33,681 at 6%. |
| 2015 | 1 | 6 | $276,500 | $23,888 | $3,981iApproximate average salary by contribution assumption: employee only about $99,533 at 4% or $66,356 at 6%; with 50% employer match about $66,356 at 4% or $44,237 at 6%; with 100% employer match about $49,767 at 4% or $33,178 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 6 | $276,500 | $23,888 | $3,981iApproximate average salary by contribution assumption: employee only about $99,533 at 4% or $66,356 at 6%; with 50% employer match about $66,356 at 4% or $44,237 at 6%; with 100% employer match about $49,767 at 4% or $33,178 at 6%. |
| 2014 | 1 | 6 | $258,562 | $18,913 | $3,152iApproximate average salary by contribution assumption: employee only about $78,804 at 4% or $52,536 at 6%; with 50% employer match about $52,536 at 4% or $35,024 at 6%; with 100% employer match about $39,402 at 4% or $26,268 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 6 | $258,562 | $18,913 | $3,152iApproximate average salary by contribution assumption: employee only about $78,804 at 4% or $52,536 at 6%; with 50% employer match about $52,536 at 4% or $35,024 at 6%; with 100% employer match about $39,402 at 4% or $26,268 at 6%. |
| 2013 | 1 | 3 | $226,331 | $28,513 | $9,504iApproximate average salary by contribution assumption: employee only about $237,608 at 4% or $158,406 at 6%; with 50% employer match about $158,406 at 4% or $105,604 at 6%; with 100% employer match about $118,804 at 4% or $79,203 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 3 | $226,331 | $28,513 | $9,504iApproximate average salary by contribution assumption: employee only about $237,608 at 4% or $158,406 at 6%; with 50% employer match about $158,406 at 4% or $105,604 at 6%; with 100% employer match about $118,804 at 4% or $79,203 at 6%. |
| 2012 | 1 | 4 | $241,497 | $46,683 | $11,671iApproximate average salary by contribution assumption: employee only about $291,769 at 4% or $194,513 at 6%; with 50% employer match about $194,513 at 4% or $129,675 at 6%; with 100% employer match about $145,884 at 4% or $97,256 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 4 | $241,497 | $46,683 | $11,671iApproximate average salary by contribution assumption: employee only about $291,769 at 4% or $194,513 at 6%; with 50% employer match about $194,513 at 4% or $129,675 at 6%; with 100% employer match about $145,884 at 4% or $97,256 at 6%. |
| 2011 | 1 | 6 | $192,992 | $36,885 | $6,148iApproximate average salary by contribution assumption: employee only about $153,688 at 4% or $102,458 at 6%; with 50% employer match about $102,458 at 4% or $68,306 at 6%; with 100% employer match about $76,844 at 4% or $51,229 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 6 | $192,992 | $36,885 | $6,148iApproximate average salary by contribution assumption: employee only about $153,688 at 4% or $102,458 at 6%; with 50% employer match about $102,458 at 4% or $68,306 at 6%; with 100% employer match about $76,844 at 4% or $51,229 at 6%. |
| 2010 | 1 | 7 | $363,566 | $30,534 | $4,362iApproximate average salary by contribution assumption: employee only about $109,050 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 7 | $363,566 | $30,534 | $4,362iApproximate average salary by contribution assumption: employee only about $109,050 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%. |
| 2009 | 1 | 7 | $325,236 | $32,394 | $4,628iApproximate average salary by contribution assumption: employee only about $115,693 at 4% or $77,129 at 6%; with 50% employer match about $77,129 at 4% or $51,419 at 6%; with 100% employer match about $57,846 at 4% or $38,564 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 7 | $325,236 | $32,394 | $4,628iApproximate average salary by contribution assumption: employee only about $115,693 at 4% or $77,129 at 6%; with 50% employer match about $77,129 at 4% or $51,419 at 6%; with 100% employer match about $57,846 at 4% or $38,564 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 5 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 5 | - | - | - |
| 2006 | 1 | 9 | $589,477 | $90,339 | $10,038iApproximate average salary by contribution assumption: employee only about $250,942 at 4% or $167,294 at 6%; with 50% employer match about $167,294 at 4% or $111,530 at 6%; with 100% employer match about $125,471 at 4% or $83,647 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 9 | $589,477 | $90,339 | $10,038iApproximate average salary by contribution assumption: employee only about $250,942 at 4% or $167,294 at 6%; with 50% employer match about $167,294 at 4% or $111,530 at 6%; with 100% employer match about $125,471 at 4% or $83,647 at 6%. |
| 2005 | 1 | 11 | $448,806 | $106,771 | $9,706iApproximate average salary by contribution assumption: employee only about $242,661 at 4% or $161,774 at 6%; with 50% employer match about $161,774 at 4% or $107,849 at 6%; with 100% employer match about $121,331 at 4% or $80,887 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 11 | $448,806 | $106,771 | $9,706iApproximate average salary by contribution assumption: employee only about $242,661 at 4% or $161,774 at 6%; with 50% employer match about $161,774 at 4% or $107,849 at 6%; with 100% employer match about $121,331 at 4% or $80,887 at 6%. |
| 2004 | 1 | 10 | $321,478 | $100,763 | $10,076iApproximate average salary by contribution assumption: employee only about $251,907 at 4% or $167,938 at 6%; with 50% employer match about $167,938 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 10 | $321,478 | $100,763 | $10,076iApproximate average salary by contribution assumption: employee only about $251,907 at 4% or $167,938 at 6%; with 50% employer match about $167,938 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%. |
| 2003 | 1 | 8 | $196,566 | $71,455 | $8,932iApproximate average salary by contribution assumption: employee only about $223,297 at 4% or $148,865 at 6%; with 50% employer match about $148,865 at 4% or $99,243 at 6%; with 100% employer match about $111,648 at 4% or $74,432 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 8 | $196,566 | $71,455 | $8,932iApproximate average salary by contribution assumption: employee only about $223,297 at 4% or $148,865 at 6%; with 50% employer match about $148,865 at 4% or $99,243 at 6%; with 100% employer match about $111,648 at 4% or $74,432 at 6%. |
| 2002 | 1 | 6 | $105,861 | $86,523 | $14,421iApproximate average salary by contribution assumption: employee only about $360,513 at 4% or $240,342 at 6%; with 50% employer match about $240,342 at 4% or $160,228 at 6%; with 100% employer match about $180,256 at 4% or $120,171 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 6 | $105,861 | $86,523 | $14,421iApproximate average salary by contribution assumption: employee only about $360,513 at 4% or $240,342 at 6%; with 50% employer match about $240,342 at 4% or $160,228 at 6%; with 100% employer match about $180,256 at 4% or $120,171 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Pergament Advisors LLC 401K Plan | - | 8 | - | - | - |
| 2000 | 1 | 5 | $13,087 | $13,370 | $2,674iApproximate average salary by contribution assumption: employee only about $66,850 at 4% or $44,567 at 6%; with 50% employer match about $44,567 at 4% or $29,711 at 6%; with 100% employer match about $33,425 at 4% or $22,283 at 6%. |
| Pergament Advisors LLC 401K Plan | - | 5 | $13,087 | $13,370 | $2,674iApproximate average salary by contribution assumption: employee only about $66,850 at 4% or $44,567 at 6%; with 50% employer match about $44,567 at 4% or $29,711 at 6%; with 100% employer match about $33,425 at 4% or $22,283 at 6%. |