Civic Intelligence

Purtill Financial LLC

Plan context: Purtill Financial LLC 401 K Profit Sharing Plan Trust

EIN 26-0115278 • Highland Heights, OH • 14 filings • 2 plans

22 Alpha ParkHighland Heights, OH 44143-2208
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,511,350

2024 Contributions

$136,966

Historical Graphs

Total Assets Over Time

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

$1,511,350$755,675$0201120182024YearValue
$1,511,350Latest year 2024

Participants Over Time

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

530201120182024YearValue
5Latest 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
202415$1,511,350$136,966$27,393iApproximate average salary by contribution assumption: employee only about $684,830 at 4% or $456,553 at 6%; with 50% employer match about $456,553 at 4% or $304,369 at 6%; with 100% employer match about $342,415 at 4% or $228,277 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-5$1,511,350$136,966$27,393iApproximate average salary by contribution assumption: employee only about $684,830 at 4% or $456,553 at 6%; with 50% employer match about $456,553 at 4% or $304,369 at 6%; with 100% employer match about $342,415 at 4% or $228,277 at 6%.
202315$1,234,816$126,315$25,263iApproximate average salary by contribution assumption: employee only about $631,575 at 4% or $421,050 at 6%; with 50% employer match about $421,050 at 4% or $280,700 at 6%; with 100% employer match about $315,788 at 4% or $210,525 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-5$1,234,816$126,315$25,263iApproximate average salary by contribution assumption: employee only about $631,575 at 4% or $421,050 at 6%; with 50% employer match about $421,050 at 4% or $280,700 at 6%; with 100% employer match about $315,788 at 4% or $210,525 at 6%.
202215$966,368$149,347$29,869iApproximate average salary by contribution assumption: employee only about $746,735 at 4% or $497,823 at 6%; with 50% employer match about $497,823 at 4% or $331,882 at 6%; with 100% employer match about $373,368 at 4% or $248,912 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-5$966,368$149,347$29,869iApproximate average salary by contribution assumption: employee only about $746,735 at 4% or $497,823 at 6%; with 50% employer match about $497,823 at 4% or $331,882 at 6%; with 100% employer match about $373,368 at 4% or $248,912 at 6%.
202114$1,029,596$103,029$25,757iApproximate average salary by contribution assumption: employee only about $643,931 at 4% or $429,288 at 6%; with 50% employer match about $429,288 at 4% or $286,192 at 6%; with 100% employer match about $321,966 at 4% or $214,644 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-4$1,029,596$103,029$25,757iApproximate average salary by contribution assumption: employee only about $643,931 at 4% or $429,288 at 6%; with 50% employer match about $429,288 at 4% or $286,192 at 6%; with 100% employer match about $321,966 at 4% or $214,644 at 6%.
202014$819,106$84,982$21,246iApproximate average salary by contribution assumption: employee only about $531,138 at 4% or $354,092 at 6%; with 50% employer match about $354,092 at 4% or $236,061 at 6%; with 100% employer match about $265,569 at 4% or $177,046 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-4$819,106$84,982$21,246iApproximate average salary by contribution assumption: employee only about $531,138 at 4% or $354,092 at 6%; with 50% employer match about $354,092 at 4% or $236,061 at 6%; with 100% employer match about $265,569 at 4% or $177,046 at 6%.
201914$589,878$80,427$20,107iApproximate average salary by contribution assumption: employee only about $502,669 at 4% or $335,113 at 6%; with 50% employer match about $335,113 at 4% or $223,408 at 6%; with 100% employer match about $251,334 at 4% or $167,556 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-4$589,878$80,427$20,107iApproximate average salary by contribution assumption: employee only about $502,669 at 4% or $335,113 at 6%; with 50% employer match about $335,113 at 4% or $223,408 at 6%; with 100% employer match about $251,334 at 4% or $167,556 at 6%.
201814$407,667$73,224$18,306iApproximate average salary by contribution assumption: employee only about $457,650 at 4% or $305,100 at 6%; with 50% employer match about $305,100 at 4% or $203,400 at 6%; with 100% employer match about $228,825 at 4% or $152,550 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-4$407,667$73,224$18,306iApproximate average salary by contribution assumption: employee only about $457,650 at 4% or $305,100 at 6%; with 50% employer match about $305,100 at 4% or $203,400 at 6%; with 100% employer match about $228,825 at 4% or $152,550 at 6%.
201714$398,613$65,417$16,354iApproximate average salary by contribution assumption: employee only about $408,856 at 4% or $272,571 at 6%; with 50% employer match about $272,571 at 4% or $181,714 at 6%; with 100% employer match about $204,428 at 4% or $136,285 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-4$398,613$65,417$16,354iApproximate average salary by contribution assumption: employee only about $408,856 at 4% or $272,571 at 6%; with 50% employer match about $272,571 at 4% or $181,714 at 6%; with 100% employer match about $204,428 at 4% or $136,285 at 6%.
201614$269,996$55,734$13,934iApproximate average salary by contribution assumption: employee only about $348,338 at 4% or $232,225 at 6%; with 50% employer match about $232,225 at 4% or $154,817 at 6%; with 100% employer match about $174,169 at 4% or $116,113 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-4$269,996$55,734$13,934iApproximate average salary by contribution assumption: employee only about $348,338 at 4% or $232,225 at 6%; with 50% employer match about $232,225 at 4% or $154,817 at 6%; with 100% employer match about $174,169 at 4% or $116,113 at 6%.
201514$200,304$46,473$11,618iApproximate average salary by contribution assumption: employee only about $290,456 at 4% or $193,638 at 6%; with 50% employer match about $193,638 at 4% or $129,092 at 6%; with 100% employer match about $145,228 at 4% or $96,819 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-4$200,304$46,473$11,618iApproximate average salary by contribution assumption: employee only about $290,456 at 4% or $193,638 at 6%; with 50% employer match about $193,638 at 4% or $129,092 at 6%; with 100% employer match about $145,228 at 4% or $96,819 at 6%.
201413$161,916$40,470$13,490iApproximate average salary by contribution assumption: employee only about $337,250 at 4% or $224,833 at 6%; with 50% employer match about $224,833 at 4% or $149,889 at 6%; with 100% employer match about $168,625 at 4% or $112,417 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-3$161,916$40,470$13,490iApproximate average salary by contribution assumption: employee only about $337,250 at 4% or $224,833 at 6%; with 50% employer match about $224,833 at 4% or $149,889 at 6%; with 100% employer match about $168,625 at 4% or $112,417 at 6%.
201313$116,879$33,514$11,171iApproximate average salary by contribution assumption: employee only about $279,283 at 4% or $186,189 at 6%; with 50% employer match about $186,189 at 4% or $124,126 at 6%; with 100% employer match about $139,642 at 4% or $93,094 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-3$116,879$33,514$11,171iApproximate average salary by contribution assumption: employee only about $279,283 at 4% or $186,189 at 6%; with 50% employer match about $186,189 at 4% or $124,126 at 6%; with 100% employer match about $139,642 at 4% or $93,094 at 6%.
201213$63,103$31,222$10,407iApproximate average salary by contribution assumption: employee only about $260,183 at 4% or $173,456 at 6%; with 50% employer match about $173,456 at 4% or $115,637 at 6%; with 100% employer match about $130,092 at 4% or $86,728 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-3$63,103$31,222$10,407iApproximate average salary by contribution assumption: employee only about $260,183 at 4% or $173,456 at 6%; with 50% employer match about $173,456 at 4% or $115,637 at 6%; with 100% employer match about $130,092 at 4% or $86,728 at 6%.
201113$25,793$25,309$8,436iApproximate average salary by contribution assumption: employee only about $210,908 at 4% or $140,606 at 6%; with 50% employer match about $140,606 at 4% or $93,737 at 6%; with 100% employer match about $105,454 at 4% or $70,303 at 6%.
Purtill Financial LLC 401 K Profit Sharing Plan Trust-3$25,793$25,309$8,436iApproximate average salary by contribution assumption: employee only about $210,908 at 4% or $140,606 at 6%; with 50% employer match about $140,606 at 4% or $93,737 at 6%; with 100% employer match about $105,454 at 4% or $70,303 at 6%.