Civic Intelligence

Prima Capital Advisors

Plan context: PRIMA CAPITAL ADVISORS, LLC PROFIT SHARING PLAN

EIN 22-3884816 • Scarsdale, NY • 37 filings • 5 plans

2 Overhill RoadScarsdale, NY 10583
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$471,475

2024 Contributions

$184,000

Historical Graphs

Total Assets Over Time

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

$11,836,845$5,918,423$0200320132023YearValue
$471,475Latest year 2023

Participants Over Time

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

630200320132023YearValue
5Latest 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
202410$0$184,000-
PRIMA CAPITAL ADVISORS, LLC PROFIT SHARING PLAN-0$0$184,000-
202325$471,475$654,194$130,839iApproximate average salary by contribution assumption: employee only about $3,270,970 at 4% or $2,180,647 at 6%; with 50% employer match about $2,180,647 at 4% or $1,453,764 at 6%; with 100% employer match about $1,635,485 at 4% or $1,090,323 at 6%.
PRIMA CAPITAL ADVISORS, LLC PROFIT SHARING PLAN-5$471,475$654,194$130,839iApproximate average salary by contribution assumption: employee only about $3,270,970 at 4% or $2,180,647 at 6%; with 50% employer match about $2,180,647 at 4% or $1,453,764 at 6%; with 100% employer match about $1,635,485 at 4% or $1,090,323 at 6%.
Prima Capital Advisors Retirement Plan-0$0$0-
202216$5,175,406$0-
Prima Capital Advisors Retirement Plan-6$5,175,406$0-
202114$9,264,219$0-
Prima Capital Advisors Retirement Plan-4$9,264,219$0-
202014$8,561,594$0-
Prima Capital Advisors Retirement Plan-4$8,561,594$0-
201924$8,336,574$0-
Prima Capital Advisors Retirement Plan-4$8,336,574$0-
Prima Capital Advisors LLC 401K Plan-0$0--
201826$8,709,959$71,000$11,833iApproximate average salary by contribution assumption: employee only about $295,833 at 4% or $197,222 at 6%; with 50% employer match about $197,222 at 4% or $131,481 at 6%; with 100% employer match about $147,917 at 4% or $98,611 at 6%.
Prima Capital Advisors Retirement Plan-6$7,493,841$0-
Prima Capital Advisors LLC 401K Plan-4$1,216,118$71,000$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.
201725$11,836,845$231,000$46,200iApproximate average salary by contribution assumption: employee only about $1,155,000 at 4% or $770,000 at 6%; with 50% employer match about $770,000 at 4% or $513,333 at 6%; with 100% employer match about $577,500 at 4% or $385,000 at 6%.
Prima Capital Advisors Retirement Plan-5$9,858,304$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Prima Capital Advisors LLC 401K Plan-5$1,978,541$201,000$40,200iApproximate average salary by contribution assumption: employee only about $1,005,000 at 4% or $670,000 at 6%; with 50% employer match about $670,000 at 4% or $446,667 at 6%; with 100% employer match about $502,500 at 4% or $335,000 at 6%.
201625$10,655,801$221,500$44,300iApproximate average salary by contribution assumption: employee only about $1,107,500 at 4% or $738,333 at 6%; with 50% employer match about $738,333 at 4% or $492,222 at 6%; with 100% employer match about $553,750 at 4% or $369,167 at 6%.
Prima Capital Advisors Retirement Plan-5$9,042,374$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Prima Capital Advisors LLC 401K Plan-5$1,613,427$191,500$38,300iApproximate average salary by contribution assumption: employee only about $957,500 at 4% or $638,333 at 6%; with 50% employer match about $638,333 at 4% or $425,556 at 6%; with 100% employer match about $478,750 at 4% or $319,167 at 6%.
201525$9,670,746$588,000$117,600iApproximate average salary by contribution assumption: employee only about $2,940,000 at 4% or $1,960,000 at 6%; with 50% employer match about $1,960,000 at 4% or $1,306,667 at 6%; with 100% employer match about $1,470,000 at 4% or $980,000 at 6%.
Prima Capital Advisors Retirement Plan-5$8,328,868$414,000$82,800iApproximate average salary by contribution assumption: employee only about $2,070,000 at 4% or $1,380,000 at 6%; with 50% employer match about $1,380,000 at 4% or $920,000 at 6%; with 100% employer match about $1,035,000 at 4% or $690,000 at 6%.
Prima Capital Advisors LLC 401K Plan-5$1,341,878$174,000$34,800iApproximate average salary by contribution assumption: employee only about $870,000 at 4% or $580,000 at 6%; with 50% employer match about $580,000 at 4% or $386,667 at 6%; with 100% employer match about $435,000 at 4% or $290,000 at 6%.
201425$9,259,424$915,195$183,039iApproximate average salary by contribution assumption: employee only about $4,575,975 at 4% or $3,050,650 at 6%; with 50% employer match about $3,050,650 at 4% or $2,033,767 at 6%; with 100% employer match about $2,287,988 at 4% or $1,525,325 at 6%.
Prima Capital Advisors Retirement Plan-5$8,076,538$794,195$158,839iApproximate average salary by contribution assumption: employee only about $3,970,975 at 4% or $2,647,317 at 6%; with 50% employer match about $2,647,317 at 4% or $1,764,878 at 6%; with 100% employer match about $1,985,488 at 4% or $1,323,658 at 6%.
Prima Capital Advisors LLC 401K Plan-4$1,182,886$121,000$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
201325$7,324,561$848,059$169,612iApproximate average salary by contribution assumption: employee only about $4,240,295 at 4% or $2,826,863 at 6%; with 50% employer match about $2,826,863 at 4% or $1,884,576 at 6%; with 100% employer match about $2,120,148 at 4% or $1,413,432 at 6%.
Prima Capital Advisors Retirement Plan-5$6,318,000$727,059$145,412iApproximate average salary by contribution assumption: employee only about $3,635,295 at 4% or $2,423,530 at 6%; with 50% employer match about $2,423,530 at 4% or $1,615,687 at 6%; with 100% employer match about $1,817,647 at 4% or $1,211,765 at 6%.
Prima Capital Advisors LLC 401K Plan-4$1,006,561$121,000$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
201224$5,510,209$739,500$184,875iApproximate average salary by contribution assumption: employee only about $4,621,875 at 4% or $3,081,250 at 6%; with 50% employer match about $3,081,250 at 4% or $2,054,167 at 6%; with 100% employer match about $2,310,938 at 4% or $1,540,625 at 6%.
Prima Capital Advisors Retirement Plan-4$4,702,955$601,500$150,375iApproximate average salary by contribution assumption: employee only about $3,759,375 at 4% or $2,506,250 at 6%; with 50% employer match about $2,506,250 at 4% or $1,670,833 at 6%; with 100% employer match about $1,879,688 at 4% or $1,253,125 at 6%.
Prima Capital Advisors LLC 401K Plan-4$807,254$138,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
201123$4,140,158$845,648$281,883iApproximate average salary by contribution assumption: employee only about $7,047,067 at 4% or $4,698,044 at 6%; with 50% employer match about $4,698,044 at 4% or $3,132,030 at 6%; with 100% employer match about $3,523,533 at 4% or $2,349,022 at 6%.
Prima Capital Advisors Retirement Plan-3$3,531,108$724,648$241,549iApproximate average salary by contribution assumption: employee only about $6,038,733 at 4% or $4,025,822 at 6%; with 50% employer match about $4,025,822 at 4% or $2,683,881 at 6%; with 100% employer match about $3,019,367 at 4% or $2,012,911 at 6%.
Prima Capital Advisors LLC 401K Plan-3$609,050$121,000$40,333iApproximate average salary by contribution assumption: employee only about $1,008,333 at 4% or $672,222 at 6%; with 50% employer match about $672,222 at 4% or $448,148 at 6%; with 100% employer match about $504,167 at 4% or $336,111 at 6%.
201023$3,304,902$781,520$260,507iApproximate average salary by contribution assumption: employee only about $6,512,667 at 4% or $4,341,778 at 6%; with 50% employer match about $4,341,778 at 4% or $2,894,519 at 6%; with 100% employer match about $3,256,333 at 4% or $2,170,889 at 6%.
Prima Capital Advisors Retirement Plan-3$2,769,625$662,520$220,840iApproximate average salary by contribution assumption: employee only about $5,521,000 at 4% or $3,680,667 at 6%; with 50% employer match about $3,680,667 at 4% or $2,453,778 at 6%; with 100% employer match about $2,760,500 at 4% or $1,840,333 at 6%.
Prima Capital Advisors LLC 401K Plan-3$535,277$119,000$39,667iApproximate average salary by contribution assumption: employee only about $991,667 at 4% or $661,111 at 6%; with 50% employer match about $661,111 at 4% or $440,741 at 6%; with 100% employer match about $495,833 at 4% or $330,556 at 6%.
200923$2,160,864$454,880$151,627iApproximate average salary by contribution assumption: employee only about $3,790,667 at 4% or $2,527,111 at 6%; with 50% employer match about $2,527,111 at 4% or $1,684,741 at 6%; with 100% employer match about $1,895,333 at 4% or $1,263,556 at 6%.
Prima Capital Advisors Retirement Plan-3$1,825,062$335,880$111,960iApproximate average salary by contribution assumption: employee only about $2,799,000 at 4% or $1,866,000 at 6%; with 50% employer match about $1,866,000 at 4% or $1,244,000 at 6%; with 100% employer match about $1,399,500 at 4% or $933,000 at 6%.
Prima Capital Advisors LLC 401K Plan-3$335,802$119,000$39,667iApproximate average salary by contribution assumption: employee only about $991,667 at 4% or $661,111 at 6%; with 50% employer match about $661,111 at 4% or $440,741 at 6%; with 100% employer match about $495,833 at 4% or $330,556 at 6%.
200823$1,432,688$407,797$135,932iApproximate average salary by contribution assumption: employee only about $3,398,308 at 4% or $2,265,539 at 6%; with 50% employer match about $2,265,539 at 4% or $1,510,359 at 6%; with 100% employer match about $1,699,154 at 4% or $1,132,769 at 6%.
Prima Capital Advisors Retirement Plan-3$1,234,999$295,797$98,599iApproximate average salary by contribution assumption: employee only about $2,464,975 at 4% or $1,643,317 at 6%; with 50% employer match about $1,643,317 at 4% or $1,095,544 at 6%; with 100% employer match about $1,232,488 at 4% or $821,658 at 6%.
Prima Capital Advisors LLC 401K Plan-3$197,689$112,000$37,333iApproximate average salary by contribution assumption: employee only about $933,333 at 4% or $622,222 at 6%; with 50% employer match about $622,222 at 4% or $414,815 at 6%; with 100% employer match about $466,667 at 4% or $311,111 at 6%.
200723$1,562,144$368,539$122,846iApproximate average salary by contribution assumption: employee only about $3,071,158 at 4% or $2,047,439 at 6%; with 50% employer match about $2,047,439 at 4% or $1,364,959 at 6%; with 100% employer match about $1,535,579 at 4% or $1,023,719 at 6%.
Prima Capital Advisors Retirement Plan-3$1,443,110$295,539$98,513iApproximate average salary by contribution assumption: employee only about $2,462,825 at 4% or $1,641,883 at 6%; with 50% employer match about $1,641,883 at 4% or $1,094,589 at 6%; with 100% employer match about $1,231,413 at 4% or $820,942 at 6%.
Prima Capital Advisors LLC 401K Plan-3$119,034$73,000$24,333iApproximate average salary by contribution assumption: employee only about $608,333 at 4% or $405,556 at 6%; with 50% employer match about $405,556 at 4% or $270,370 at 6%; with 100% employer match about $304,167 at 4% or $202,778 at 6%.
200623$1,157,190$341,283$113,761iApproximate average salary by contribution assumption: employee only about $2,844,025 at 4% or $1,896,017 at 6%; with 50% employer match about $1,896,017 at 4% or $1,264,011 at 6%; with 100% employer match about $1,422,013 at 4% or $948,008 at 6%.
Prima Capital Advisors Retirement Plan-3$1,113,346$298,133$99,378iApproximate average salary by contribution assumption: employee only about $2,484,442 at 4% or $1,656,294 at 6%; with 50% employer match about $1,656,294 at 4% or $1,104,196 at 6%; with 100% employer match about $1,242,221 at 4% or $828,147 at 6%.
Prima Capital Advisors LLC 401K Plan-3$43,844$43,150$14,383iApproximate average salary by contribution assumption: employee only about $359,583 at 4% or $239,722 at 6%; with 50% employer match about $239,722 at 4% or $159,815 at 6%; with 100% employer match about $179,792 at 4% or $119,861 at 6%.
200513$866,144$313,122$104,374iApproximate average salary by contribution assumption: employee only about $2,609,350 at 4% or $1,739,567 at 6%; with 50% employer match about $1,739,567 at 4% or $1,159,711 at 6%; with 100% employer match about $1,304,675 at 4% or $869,783 at 6%.
Prima Capital Advisors Retirement Plan-3$866,144$313,122$104,374iApproximate average salary by contribution assumption: employee only about $2,609,350 at 4% or $1,739,567 at 6%; with 50% employer match about $1,739,567 at 4% or $1,159,711 at 6%; with 100% employer match about $1,304,675 at 4% or $869,783 at 6%.
200413$413,839$299,944$99,981iApproximate average salary by contribution assumption: employee only about $2,499,533 at 4% or $1,666,356 at 6%; with 50% employer match about $1,666,356 at 4% or $1,110,904 at 6%; with 100% employer match about $1,249,767 at 4% or $833,178 at 6%.
Prima Capital Advisors Retirement Plan-3$413,839$299,944$99,981iApproximate average salary by contribution assumption: employee only about $2,499,533 at 4% or $1,666,356 at 6%; with 50% employer match about $1,666,356 at 4% or $1,110,904 at 6%; with 100% employer match about $1,249,767 at 4% or $833,178 at 6%.
200313$86,519$86,500$28,833iApproximate average salary by contribution assumption: employee only about $720,833 at 4% or $480,556 at 6%; with 50% employer match about $480,556 at 4% or $320,370 at 6%; with 100% employer match about $360,417 at 4% or $240,278 at 6%.
Prima Capital Advisors Retirement Plan-3$86,519$86,500$28,833iApproximate average salary by contribution assumption: employee only about $720,833 at 4% or $480,556 at 6%; with 50% employer match about $480,556 at 4% or $320,370 at 6%; with 100% employer match about $360,417 at 4% or $240,278 at 6%.
Prima Capital Advisors | EIN 22-3884816 | 2024 Form 5500 Company Profile