Civic Intelligence

Pelletier Financial Group LLC

Plan context: Pfg LLC 401(K) Plan

EIN 20-5466395 • Nashua, NH • 18 filings • 2 plans

39 Simon Street, Unit 1Nashua, NH 03060
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,258,779

2024 Contributions

$160,447

Historical Graphs

Total Assets Over Time

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

$2,258,779$1,129,390$0200720162024YearValue
$2,258,779Latest year 2024

Participants Over Time

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

950200720162024YearValue
7Latest 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
202417$2,258,779$160,447$22,921iApproximate average salary by contribution assumption: employee only about $573,025 at 4% or $382,017 at 6%; with 50% employer match about $382,017 at 4% or $254,678 at 6%; with 100% employer match about $286,513 at 4% or $191,008 at 6%.
Pfg LLC 401(K) Plan-7$2,258,779$160,447$22,921iApproximate average salary by contribution assumption: employee only about $573,025 at 4% or $382,017 at 6%; with 50% employer match about $382,017 at 4% or $254,678 at 6%; with 100% employer match about $286,513 at 4% or $191,008 at 6%.
202318$1,924,768$156,154$19,519iApproximate average salary by contribution assumption: employee only about $487,981 at 4% or $325,321 at 6%; with 50% employer match about $325,321 at 4% or $216,881 at 6%; with 100% employer match about $243,991 at 4% or $162,660 at 6%.
Pfg LLC 401(K) Plan-8$1,924,768$156,154$19,519iApproximate average salary by contribution assumption: employee only about $487,981 at 4% or $325,321 at 6%; with 50% employer match about $325,321 at 4% or $216,881 at 6%; with 100% employer match about $243,991 at 4% or $162,660 at 6%.
202218$1,591,767$146,374$18,297iApproximate average salary by contribution assumption: employee only about $457,419 at 4% or $304,946 at 6%; with 50% employer match about $304,946 at 4% or $203,297 at 6%; with 100% employer match about $228,709 at 4% or $152,473 at 6%.
Pfg LLC 401(K) Plan-8$1,591,767$146,374$18,297iApproximate average salary by contribution assumption: employee only about $457,419 at 4% or $304,946 at 6%; with 50% employer match about $304,946 at 4% or $203,297 at 6%; with 100% employer match about $228,709 at 4% or $152,473 at 6%.
202118$1,716,730$138,191$17,274iApproximate average salary by contribution assumption: employee only about $431,847 at 4% or $287,898 at 6%; with 50% employer match about $287,898 at 4% or $191,932 at 6%; with 100% employer match about $215,923 at 4% or $143,949 at 6%.
Pfg LLC 401(K) Plan-8$1,716,730$138,191$17,274iApproximate average salary by contribution assumption: employee only about $431,847 at 4% or $287,898 at 6%; with 50% employer match about $287,898 at 4% or $191,932 at 6%; with 100% employer match about $215,923 at 4% or $143,949 at 6%.
202018$1,540,441$144,907$18,113iApproximate average salary by contribution assumption: employee only about $452,834 at 4% or $301,890 at 6%; with 50% employer match about $301,890 at 4% or $201,260 at 6%; with 100% employer match about $226,417 at 4% or $150,945 at 6%.
Pfg LLC 401(K) Plan-8$1,540,441$144,907$18,113iApproximate average salary by contribution assumption: employee only about $452,834 at 4% or $301,890 at 6%; with 50% employer match about $301,890 at 4% or $201,260 at 6%; with 100% employer match about $226,417 at 4% or $150,945 at 6%.
201919$1,340,850$138,448$15,383iApproximate average salary by contribution assumption: employee only about $384,578 at 4% or $256,385 at 6%; with 50% employer match about $256,385 at 4% or $170,923 at 6%; with 100% employer match about $192,289 at 4% or $128,193 at 6%.
Pfg LLC 401(K) Plan-9$1,340,850$138,448$15,383iApproximate average salary by contribution assumption: employee only about $384,578 at 4% or $256,385 at 6%; with 50% employer match about $256,385 at 4% or $170,923 at 6%; with 100% employer match about $192,289 at 4% or $128,193 at 6%.
201819$1,472,481$122,413$13,601iApproximate average salary by contribution assumption: employee only about $340,036 at 4% or $226,691 at 6%; with 50% employer match about $226,691 at 4% or $151,127 at 6%; with 100% employer match about $170,018 at 4% or $113,345 at 6%.
Pfg LLC 401(K) Plan-9$1,472,481$122,413$13,601iApproximate average salary by contribution assumption: employee only about $340,036 at 4% or $226,691 at 6%; with 50% employer match about $226,691 at 4% or $151,127 at 6%; with 100% employer match about $170,018 at 4% or $113,345 at 6%.
201719$1,574,661$117,732$13,081iApproximate average salary by contribution assumption: employee only about $327,033 at 4% or $218,022 at 6%; with 50% employer match about $218,022 at 4% or $145,348 at 6%; with 100% employer match about $163,517 at 4% or $109,011 at 6%.
Pfg LLC 401(K) Plan-9$1,574,661$117,732$13,081iApproximate average salary by contribution assumption: employee only about $327,033 at 4% or $218,022 at 6%; with 50% employer match about $218,022 at 4% or $145,348 at 6%; with 100% employer match about $163,517 at 4% or $109,011 at 6%.
201619$1,261,256$59,648$6,628iApproximate average salary by contribution assumption: employee only about $165,689 at 4% or $110,459 at 6%; with 50% employer match about $110,459 at 4% or $73,640 at 6%; with 100% employer match about $82,844 at 4% or $55,230 at 6%.
Pfg LLC 401(K) Plan-9$1,261,256$59,648$6,628iApproximate average salary by contribution assumption: employee only about $165,689 at 4% or $110,459 at 6%; with 50% employer match about $110,459 at 4% or $73,640 at 6%; with 100% employer match about $82,844 at 4% or $55,230 at 6%.
201518$1,119,676$152,137$19,017iApproximate average salary by contribution assumption: employee only about $475,428 at 4% or $316,952 at 6%; with 50% employer match about $316,952 at 4% or $211,301 at 6%; with 100% employer match about $237,714 at 4% or $158,476 at 6%.
Pfg LLC 401(K) Plan-8$1,119,676$152,137$19,017iApproximate average salary by contribution assumption: employee only about $475,428 at 4% or $316,952 at 6%; with 50% employer match about $316,952 at 4% or $211,301 at 6%; with 100% employer match about $237,714 at 4% or $158,476 at 6%.
201418$1,143,651$118,759$14,845iApproximate average salary by contribution assumption: employee only about $371,122 at 4% or $247,415 at 6%; with 50% employer match about $247,415 at 4% or $164,943 at 6%; with 100% employer match about $185,561 at 4% or $123,707 at 6%.
Pfg LLC 401(K) Plan-8$1,143,651$118,759$14,845iApproximate average salary by contribution assumption: employee only about $371,122 at 4% or $247,415 at 6%; with 50% employer match about $247,415 at 4% or $164,943 at 6%; with 100% employer match about $185,561 at 4% or $123,707 at 6%.
201317$985,634$106,950$15,279iApproximate average salary by contribution assumption: employee only about $381,964 at 4% or $254,643 at 6%; with 50% employer match about $254,643 at 4% or $169,762 at 6%; with 100% employer match about $190,982 at 4% or $127,321 at 6%.
Pfg LLC 401(K) Plan-7$985,634$106,950$15,279iApproximate average salary by contribution assumption: employee only about $381,964 at 4% or $254,643 at 6%; with 50% employer match about $254,643 at 4% or $169,762 at 6%; with 100% employer match about $190,982 at 4% or $127,321 at 6%.
201217$728,783$106,347$15,192iApproximate average salary by contribution assumption: employee only about $379,811 at 4% or $253,207 at 6%; with 50% employer match about $253,207 at 4% or $168,805 at 6%; with 100% employer match about $189,905 at 4% or $126,604 at 6%.
Pfg LLC 401(K) Plan-7$728,783$106,347$15,192iApproximate average salary by contribution assumption: employee only about $379,811 at 4% or $253,207 at 6%; with 50% employer match about $253,207 at 4% or $168,805 at 6%; with 100% employer match about $189,905 at 4% or $126,604 at 6%.
201116$546,519$148,764$24,794iApproximate average salary by contribution assumption: employee only about $619,850 at 4% or $413,233 at 6%; with 50% employer match about $413,233 at 4% or $275,489 at 6%; with 100% employer match about $309,925 at 4% or $206,617 at 6%.
Pfg LLC 401(K) Plan-6$546,519$148,764$24,794iApproximate average salary by contribution assumption: employee only about $619,850 at 4% or $413,233 at 6%; with 50% employer match about $413,233 at 4% or $275,489 at 6%; with 100% employer match about $309,925 at 4% or $206,617 at 6%.
201015$440,480$100,912$20,182iApproximate average salary by contribution assumption: employee only about $504,560 at 4% or $336,373 at 6%; with 50% employer match about $336,373 at 4% or $224,249 at 6%; with 100% employer match about $252,280 at 4% or $168,187 at 6%.
Pfg LLC 401(K) Plan-5$440,480$100,912$20,182iApproximate average salary by contribution assumption: employee only about $504,560 at 4% or $336,373 at 6%; with 50% employer match about $336,373 at 4% or $224,249 at 6%; with 100% employer match about $252,280 at 4% or $168,187 at 6%.
200915$281,291$51,005$10,201iApproximate average salary by contribution assumption: employee only about $255,025 at 4% or $170,017 at 6%; with 50% employer match about $170,017 at 4% or $113,344 at 6%; with 100% employer match about $127,513 at 4% or $85,008 at 6%.
Pfg LLC 401(K) Plan-5$281,291$51,005$10,201iApproximate average salary by contribution assumption: employee only about $255,025 at 4% or $170,017 at 6%; with 50% employer match about $170,017 at 4% or $113,344 at 6%; with 100% employer match about $127,513 at 4% or $85,008 at 6%.
200814$156,263$186,610$46,653iApproximate average salary by contribution assumption: employee only about $1,166,313 at 4% or $777,542 at 6%; with 50% employer match about $777,542 at 4% or $518,361 at 6%; with 100% employer match about $583,156 at 4% or $388,771 at 6%.
Pfg LLC 401(K) Plan-4$156,263$186,610$46,653iApproximate average salary by contribution assumption: employee only about $1,166,313 at 4% or $777,542 at 6%; with 50% employer match about $777,542 at 4% or $518,361 at 6%; with 100% employer match about $583,156 at 4% or $388,771 at 6%.
200713$38,635$38,389$12,796iApproximate average salary by contribution assumption: employee only about $319,908 at 4% or $213,272 at 6%; with 50% employer match about $213,272 at 4% or $142,181 at 6%; with 100% employer match about $159,954 at 4% or $106,636 at 6%.
Pfg LLC 401(K) Plan-3$38,635$38,389$12,796iApproximate average salary by contribution assumption: employee only about $319,908 at 4% or $213,272 at 6%; with 50% employer match about $213,272 at 4% or $142,181 at 6%; with 100% employer match about $159,954 at 4% or $106,636 at 6%.