Civic Intelligence

Preferred Data Inc.

Plan context: The Preferred Group 401K Plan

EIN 14-1725147 • Latham, NY • 25 filings • 2 plans

19 British American Blvd. WestLatham, NY 12110
Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$313,005

2023 Contributions

$31,442

Historical Graphs

Total Assets Over Time

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

$410,472$205,236$0199920132023YearValue
$313,005Latest year 2023

Participants Over Time

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

26130199920112023YearValue
11Latest year 2023

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
2023111$313,005$31,442$2,858iApproximate average salary by contribution assumption: employee only about $71,459 at 4% or $47,639 at 6%; with 50% employer match about $47,639 at 4% or $31,760 at 6%; with 100% employer match about $35,730 at 4% or $23,820 at 6%.
The Preferred Group 401K Plan-11$313,005$31,442$2,858iApproximate average salary by contribution assumption: employee only about $71,459 at 4% or $47,639 at 6%; with 50% employer match about $47,639 at 4% or $31,760 at 6%; with 100% employer match about $35,730 at 4% or $23,820 at 6%.
2022111$263,531$34,931$3,176iApproximate average salary by contribution assumption: employee only about $79,389 at 4% or $52,926 at 6%; with 50% employer match about $52,926 at 4% or $35,284 at 6%; with 100% employer match about $39,694 at 4% or $26,463 at 6%.
The Preferred Group 401K Plan-11$263,531$34,931$3,176iApproximate average salary by contribution assumption: employee only about $79,389 at 4% or $52,926 at 6%; with 50% employer match about $52,926 at 4% or $35,284 at 6%; with 100% employer match about $39,694 at 4% or $26,463 at 6%.
2021110$410,472$26,621$2,662iApproximate average salary by contribution assumption: employee only about $66,553 at 4% or $44,368 at 6%; with 50% employer match about $44,368 at 4% or $29,579 at 6%; with 100% employer match about $33,276 at 4% or $22,184 at 6%.
The Preferred Group 401K Plan-10$410,472$26,621$2,662iApproximate average salary by contribution assumption: employee only about $66,553 at 4% or $44,368 at 6%; with 50% employer match about $44,368 at 4% or $29,579 at 6%; with 100% employer match about $33,276 at 4% or $22,184 at 6%.
2020112$335,015$24,952$2,079iApproximate average salary by contribution assumption: employee only about $51,983 at 4% or $34,656 at 6%; with 50% employer match about $34,656 at 4% or $23,104 at 6%; with 100% employer match about $25,992 at 4% or $17,328 at 6%.
The Preferred Group 401K Plan-12$335,015$24,952$2,079iApproximate average salary by contribution assumption: employee only about $51,983 at 4% or $34,656 at 6%; with 50% employer match about $34,656 at 4% or $23,104 at 6%; with 100% employer match about $25,992 at 4% or $17,328 at 6%.
2019113$265,481$27,527$2,117iApproximate average salary by contribution assumption: employee only about $52,937 at 4% or $35,291 at 6%; with 50% employer match about $35,291 at 4% or $23,527 at 6%; with 100% employer match about $26,468 at 4% or $17,646 at 6%.
The Preferred Group 401K Plan-13$265,481$27,527$2,117iApproximate average salary by contribution assumption: employee only about $52,937 at 4% or $35,291 at 6%; with 50% employer match about $35,291 at 4% or $23,527 at 6%; with 100% employer match about $26,468 at 4% or $17,646 at 6%.
2018113$193,861$27,389$2,107iApproximate average salary by contribution assumption: employee only about $52,671 at 4% or $35,114 at 6%; with 50% employer match about $35,114 at 4% or $23,409 at 6%; with 100% employer match about $26,336 at 4% or $17,557 at 6%.
The Preferred Group 401K Plan-13$193,861$27,389$2,107iApproximate average salary by contribution assumption: employee only about $52,671 at 4% or $35,114 at 6%; with 50% employer match about $35,114 at 4% or $23,409 at 6%; with 100% employer match about $26,336 at 4% or $17,557 at 6%.
2017112$182,356$15,737$1,311iApproximate average salary by contribution assumption: employee only about $32,785 at 4% or $21,857 at 6%; with 50% employer match about $21,857 at 4% or $14,571 at 6%; with 100% employer match about $16,393 at 4% or $10,928 at 6%.
The Preferred Group 401K Plan-12$182,356$15,737$1,311iApproximate average salary by contribution assumption: employee only about $32,785 at 4% or $21,857 at 6%; with 50% employer match about $21,857 at 4% or $14,571 at 6%; with 100% employer match about $16,393 at 4% or $10,928 at 6%.
2016112$142,324$16,517$1,376iApproximate average salary by contribution assumption: employee only about $34,410 at 4% or $22,940 at 6%; with 50% employer match about $22,940 at 4% or $15,294 at 6%; with 100% employer match about $17,205 at 4% or $11,470 at 6%.
The Preferred Group 401K Plan-12$142,324$16,517$1,376iApproximate average salary by contribution assumption: employee only about $34,410 at 4% or $22,940 at 6%; with 50% employer match about $22,940 at 4% or $15,294 at 6%; with 100% employer match about $17,205 at 4% or $11,470 at 6%.
2015113$118,093$18,911$1,455iApproximate average salary by contribution assumption: employee only about $36,367 at 4% or $24,245 at 6%; with 50% employer match about $24,245 at 4% or $16,163 at 6%; with 100% employer match about $18,184 at 4% or $12,122 at 6%.
The Preferred Group 401K Plan-13$118,093$18,911$1,455iApproximate average salary by contribution assumption: employee only about $36,367 at 4% or $24,245 at 6%; with 50% employer match about $24,245 at 4% or $16,163 at 6%; with 100% employer match about $18,184 at 4% or $12,122 at 6%.
2014112$100,260$15,937$1,328iApproximate average salary by contribution assumption: employee only about $33,202 at 4% or $22,135 at 6%; with 50% employer match about $22,135 at 4% or $14,756 at 6%; with 100% employer match about $16,601 at 4% or $11,067 at 6%.
The Preferred Group 401K Plan-12$100,260$15,937$1,328iApproximate average salary by contribution assumption: employee only about $33,202 at 4% or $22,135 at 6%; with 50% employer match about $22,135 at 4% or $14,756 at 6%; with 100% employer match about $16,601 at 4% or $11,067 at 6%.
2013111$81,516$14,895$1,354iApproximate average salary by contribution assumption: employee only about $33,852 at 4% or $22,568 at 6%; with 50% employer match about $22,568 at 4% or $15,045 at 6%; with 100% employer match about $16,926 at 4% or $11,284 at 6%.
The Preferred Group 401K Plan-11$81,516$14,895$1,354iApproximate average salary by contribution assumption: employee only about $33,852 at 4% or $22,568 at 6%; with 50% employer match about $22,568 at 4% or $15,045 at 6%; with 100% employer match about $16,926 at 4% or $11,284 at 6%.
2012110$69,933$23,156$2,316iApproximate average salary by contribution assumption: employee only about $57,890 at 4% or $38,593 at 6%; with 50% employer match about $38,593 at 4% or $25,729 at 6%; with 100% employer match about $28,945 at 4% or $19,297 at 6%.
The Preferred Group 401K Plan-10$69,933$23,156$2,316iApproximate average salary by contribution assumption: employee only about $57,890 at 4% or $38,593 at 6%; with 50% employer match about $38,593 at 4% or $25,729 at 6%; with 100% employer match about $28,945 at 4% or $19,297 at 6%.
2011111$50,989$36,081$3,280iApproximate average salary by contribution assumption: employee only about $82,002 at 4% or $54,668 at 6%; with 50% employer match about $54,668 at 4% or $36,445 at 6%; with 100% employer match about $41,001 at 4% or $27,334 at 6%.
The Preferred Group 401K Plan-11$50,989$36,081$3,280iApproximate average salary by contribution assumption: employee only about $82,002 at 4% or $54,668 at 6%; with 50% employer match about $54,668 at 4% or $36,445 at 6%; with 100% employer match about $41,001 at 4% or $27,334 at 6%.
201014$18,290$0-
The Preferred Group 401K Plan-4$18,290--
200914$16,488$0-
The Preferred Group 401K Plan-4$16,488--
2008120$19,471$1,040$52iApproximate average salary by contribution assumption: employee only about $1,300 at 4% or $867 at 6%; with 50% employer match about $867 at 4% or $578 at 6%; with 100% employer match about $650 at 4% or $433 at 6%.
The Preferred Group 401K Plan-20$19,471$1,040$52iApproximate average salary by contribution assumption: employee only about $1,300 at 4% or $867 at 6%; with 50% employer match about $867 at 4% or $578 at 6%; with 100% employer match about $650 at 4% or $433 at 6%.
2007121$0$0-
The Preferred Group 401K Plan-21---
2006123$32,357$1,040$45iApproximate average salary by contribution assumption: employee only about $1,130 at 4% or $754 at 6%; with 50% employer match about $754 at 4% or $502 at 6%; with 100% employer match about $565 at 4% or $377 at 6%.
The Preferred Group 401K Plan-23$32,357$1,040$45iApproximate average salary by contribution assumption: employee only about $1,130 at 4% or $754 at 6%; with 50% employer match about $754 at 4% or $502 at 6%; with 100% employer match about $565 at 4% or $377 at 6%.
2005123$38,048$1,040$45iApproximate average salary by contribution assumption: employee only about $1,130 at 4% or $754 at 6%; with 50% employer match about $754 at 4% or $502 at 6%; with 100% employer match about $565 at 4% or $377 at 6%.
The Preferred Group 401K Plan-23$38,048$1,040$45iApproximate average salary by contribution assumption: employee only about $1,130 at 4% or $754 at 6%; with 50% employer match about $754 at 4% or $502 at 6%; with 100% employer match about $565 at 4% or $377 at 6%.
2004123$34,120$1,060$46iApproximate average salary by contribution assumption: employee only about $1,152 at 4% or $768 at 6%; with 50% employer match about $768 at 4% or $512 at 6%; with 100% employer match about $576 at 4% or $384 at 6%.
The Preferred Group 401K Plan-23$34,120$1,060$46iApproximate average salary by contribution assumption: employee only about $1,152 at 4% or $768 at 6%; with 50% employer match about $768 at 4% or $512 at 6%; with 100% employer match about $576 at 4% or $384 at 6%.
2003123$29,433$9,496$413iApproximate average salary by contribution assumption: employee only about $10,322 at 4% or $6,881 at 6%; with 50% employer match about $6,881 at 4% or $4,587 at 6%; with 100% employer match about $5,161 at 4% or $3,441 at 6%.
The Preferred Group 401K Plan-23$29,433$9,496$413iApproximate average salary by contribution assumption: employee only about $10,322 at 4% or $6,881 at 6%; with 50% employer match about $6,881 at 4% or $4,587 at 6%; with 100% employer match about $5,161 at 4% or $3,441 at 6%.
2002124$17,474$4,980$208iApproximate average salary by contribution assumption: employee only about $5,188 at 4% or $3,458 at 6%; with 50% employer match about $3,458 at 4% or $2,306 at 6%; with 100% employer match about $2,594 at 4% or $1,729 at 6%.
The Preferred Group 401K Plan-24$17,474$4,980$208iApproximate average salary by contribution assumption: employee only about $5,188 at 4% or $3,458 at 6%; with 50% employer match about $3,458 at 4% or $2,306 at 6%; with 100% employer match about $2,594 at 4% or $1,729 at 6%.
2001116$0$0-
The Preferred Group 401K Plan-16---
2000115$0$0-
The Preferred Group 401K Plan-15---
1999126$22,639$4,157$160iApproximate average salary by contribution assumption: employee only about $3,997 at 4% or $2,665 at 6%; with 50% employer match about $2,665 at 4% or $1,776 at 6%; with 100% employer match about $1,999 at 4% or $1,332 at 6%.
The Preferred Group 401K Plan-26$22,639$4,157$160iApproximate average salary by contribution assumption: employee only about $3,997 at 4% or $2,665 at 6%; with 50% employer match about $2,665 at 4% or $1,776 at 6%; with 100% employer match about $1,999 at 4% or $1,332 at 6%.