Civic Intelligence

Premier Financial Consultants

Plan context: Premier Financial Consultants 401(K) Profit Sharing Plan & Trust

EIN 20-2835255 • Grand Rapids, MI • 17 filings • 4 plans

2025 E Beltline Ave SE Ste 203Grand Rapids, MI 49546-7673
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$259,953

2024 Contributions

$114,061

Historical Graphs

Total Assets Over Time

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

$716,628$358,314$0200820162024YearValue
$259,953Latest year 2024

Participants Over Time

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

420200820162024YearValue
4Latest 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
202414$259,953$114,061$28,515iApproximate average salary by contribution assumption: employee only about $712,881 at 4% or $475,254 at 6%; with 50% employer match about $475,254 at 4% or $316,836 at 6%; with 100% employer match about $356,441 at 4% or $237,627 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-4$259,953$114,061$28,515iApproximate average salary by contribution assumption: employee only about $712,881 at 4% or $475,254 at 6%; with 50% employer match about $475,254 at 4% or $316,836 at 6%; with 100% employer match about $356,441 at 4% or $237,627 at 6%.
202314$432,268$102,889$25,722iApproximate average salary by contribution assumption: employee only about $643,056 at 4% or $428,704 at 6%; with 50% employer match about $428,704 at 4% or $285,803 at 6%; with 100% employer match about $321,528 at 4% or $214,352 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-4$432,268$102,889$25,722iApproximate average salary by contribution assumption: employee only about $643,056 at 4% or $428,704 at 6%; with 50% employer match about $428,704 at 4% or $285,803 at 6%; with 100% employer match about $321,528 at 4% or $214,352 at 6%.
202213$455,524$87,554$29,185iApproximate average salary by contribution assumption: employee only about $729,617 at 4% or $486,411 at 6%; with 50% employer match about $486,411 at 4% or $324,274 at 6%; with 100% employer match about $364,808 at 4% or $243,206 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-3$455,524$87,554$29,185iApproximate average salary by contribution assumption: employee only about $729,617 at 4% or $486,411 at 6%; with 50% employer match about $486,411 at 4% or $324,274 at 6%; with 100% employer match about $364,808 at 4% or $243,206 at 6%.
202114$394,474$85,758$21,440iApproximate average salary by contribution assumption: employee only about $535,988 at 4% or $357,325 at 6%; with 50% employer match about $357,325 at 4% or $238,217 at 6%; with 100% employer match about $267,994 at 4% or $178,663 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-4$394,474$85,758$21,440iApproximate average salary by contribution assumption: employee only about $535,988 at 4% or $357,325 at 6%; with 50% employer match about $357,325 at 4% or $238,217 at 6%; with 100% employer match about $267,994 at 4% or $178,663 at 6%.
202014$365,371$85,054$21,264iApproximate average salary by contribution assumption: employee only about $531,588 at 4% or $354,392 at 6%; with 50% employer match about $354,392 at 4% or $236,261 at 6%; with 100% employer match about $265,794 at 4% or $177,196 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-4$365,371$85,054$21,264iApproximate average salary by contribution assumption: employee only about $531,588 at 4% or $354,392 at 6%; with 50% employer match about $354,392 at 4% or $236,261 at 6%; with 100% employer match about $265,794 at 4% or $177,196 at 6%.
201913$249,750$70,368$23,456iApproximate average salary by contribution assumption: employee only about $586,400 at 4% or $390,933 at 6%; with 50% employer match about $390,933 at 4% or $260,622 at 6%; with 100% employer match about $293,200 at 4% or $195,467 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-3$249,750$70,368$23,456iApproximate average salary by contribution assumption: employee only about $586,400 at 4% or $390,933 at 6%; with 50% employer match about $390,933 at 4% or $260,622 at 6%; with 100% employer match about $293,200 at 4% or $195,467 at 6%.
201813$668,229$68,750$22,917iApproximate average salary by contribution assumption: employee only about $572,917 at 4% or $381,944 at 6%; with 50% employer match about $381,944 at 4% or $254,630 at 6%; with 100% employer match about $286,458 at 4% or $190,972 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-3$668,229$68,750$22,917iApproximate average salary by contribution assumption: employee only about $572,917 at 4% or $381,944 at 6%; with 50% employer match about $381,944 at 4% or $254,630 at 6%; with 100% employer match about $286,458 at 4% or $190,972 at 6%.
201713$716,628$67,354$22,451iApproximate average salary by contribution assumption: employee only about $561,283 at 4% or $374,189 at 6%; with 50% employer match about $374,189 at 4% or $249,459 at 6%; with 100% employer match about $280,642 at 4% or $187,094 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-3$716,628$67,354$22,451iApproximate average salary by contribution assumption: employee only about $561,283 at 4% or $374,189 at 6%; with 50% employer match about $374,189 at 4% or $249,459 at 6%; with 100% employer match about $280,642 at 4% or $187,094 at 6%.
201613$479,279$127,630$42,543iApproximate average salary by contribution assumption: employee only about $1,063,583 at 4% or $709,056 at 6%; with 50% employer match about $709,056 at 4% or $472,704 at 6%; with 100% employer match about $531,792 at 4% or $354,528 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-3$479,279$127,630$42,543iApproximate average salary by contribution assumption: employee only about $1,063,583 at 4% or $709,056 at 6%; with 50% employer match about $709,056 at 4% or $472,704 at 6%; with 100% employer match about $531,792 at 4% or $354,528 at 6%.
201512$518,284$63,721$31,861iApproximate average salary by contribution assumption: employee only about $796,513 at 4% or $531,008 at 6%; with 50% employer match about $531,008 at 4% or $354,006 at 6%; with 100% employer match about $398,256 at 4% or $265,504 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-2$518,284$63,721$31,861iApproximate average salary by contribution assumption: employee only about $796,513 at 4% or $531,008 at 6%; with 50% employer match about $531,008 at 4% or $354,006 at 6%; with 100% employer match about $398,256 at 4% or $265,504 at 6%.
201412$462,928$61,053$30,527iApproximate average salary by contribution assumption: employee only about $763,163 at 4% or $508,775 at 6%; with 50% employer match about $508,775 at 4% or $339,183 at 6%; with 100% employer match about $381,581 at 4% or $254,388 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-2$462,928$61,053$30,527iApproximate average salary by contribution assumption: employee only about $763,163 at 4% or $508,775 at 6%; with 50% employer match about $508,775 at 4% or $339,183 at 6%; with 100% employer match about $381,581 at 4% or $254,388 at 6%.
201312$398,627$62,247$31,124iApproximate average salary by contribution assumption: employee only about $778,088 at 4% or $518,725 at 6%; with 50% employer match about $518,725 at 4% or $345,817 at 6%; with 100% employer match about $389,044 at 4% or $259,363 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-2$398,627$62,247$31,124iApproximate average salary by contribution assumption: employee only about $778,088 at 4% or $518,725 at 6%; with 50% employer match about $518,725 at 4% or $345,817 at 6%; with 100% employer match about $389,044 at 4% or $259,363 at 6%.
201213$320,718$59,786$19,929iApproximate average salary by contribution assumption: employee only about $498,217 at 4% or $332,144 at 6%; with 50% employer match about $332,144 at 4% or $221,430 at 6%; with 100% employer match about $249,108 at 4% or $166,072 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-3$320,718$59,786$19,929iApproximate average salary by contribution assumption: employee only about $498,217 at 4% or $332,144 at 6%; with 50% employer match about $332,144 at 4% or $221,430 at 6%; with 100% employer match about $249,108 at 4% or $166,072 at 6%.
201112$211,066$58,536$29,268iApproximate average salary by contribution assumption: employee only about $731,700 at 4% or $487,800 at 6%; with 50% employer match about $487,800 at 4% or $325,200 at 6%; with 100% employer match about $365,850 at 4% or $243,900 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-2$211,066$58,536$29,268iApproximate average salary by contribution assumption: employee only about $731,700 at 4% or $487,800 at 6%; with 50% employer match about $487,800 at 4% or $325,200 at 6%; with 100% employer match about $365,850 at 4% or $243,900 at 6%.
201012$168,246$58,377$29,189iApproximate average salary by contribution assumption: employee only about $729,713 at 4% or $486,475 at 6%; with 50% employer match about $486,475 at 4% or $324,317 at 6%; with 100% employer match about $364,856 at 4% or $243,238 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-2$168,246$58,377$29,189iApproximate average salary by contribution assumption: employee only about $729,713 at 4% or $486,475 at 6%; with 50% employer match about $486,475 at 4% or $324,317 at 6%; with 100% employer match about $364,856 at 4% or $243,238 at 6%.
200912$87,556$53,364$26,682iApproximate average salary by contribution assumption: employee only about $667,050 at 4% or $444,700 at 6%; with 50% employer match about $444,700 at 4% or $296,467 at 6%; with 100% employer match about $333,525 at 4% or $222,350 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-2$87,556$53,364$26,682iApproximate average salary by contribution assumption: employee only about $667,050 at 4% or $444,700 at 6%; with 50% employer match about $444,700 at 4% or $296,467 at 6%; with 100% employer match about $333,525 at 4% or $222,350 at 6%.
200812$11,715$16,839$8,420iApproximate average salary by contribution assumption: employee only about $210,488 at 4% or $140,325 at 6%; with 50% employer match about $140,325 at 4% or $93,550 at 6%; with 100% employer match about $105,244 at 4% or $70,163 at 6%.
Premier Financial Consultants 401(K) Profit Sharing Plan & Trust-2$11,715$16,839$8,420iApproximate average salary by contribution assumption: employee only about $210,488 at 4% or $140,325 at 6%; with 50% employer match about $140,325 at 4% or $93,550 at 6%; with 100% employer match about $105,244 at 4% or $70,163 at 6%.