Provo-Petersen & Associates, P.A.
Plan context: Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan
EIN 26-4041498 • Rosemount, MN • 15 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,261,587
2024 Contributions
$18,225
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $18,225 | - |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 0 | $0 | $18,225 | - |
| 2023 | 1 | 4 | $1,261,587 | $61,256 | $15,314iApproximate average salary by contribution assumption: employee only about $382,850 at 4% or $255,233 at 6%; with 50% employer match about $255,233 at 4% or $170,156 at 6%; with 100% employer match about $191,425 at 4% or $127,617 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 4 | $1,261,587 | $61,256 | $15,314iApproximate average salary by contribution assumption: employee only about $382,850 at 4% or $255,233 at 6%; with 50% employer match about $255,233 at 4% or $170,156 at 6%; with 100% employer match about $191,425 at 4% or $127,617 at 6%. |
| 2022 | 1 | 6 | $1,354,348 | $62,025 | $10,338iApproximate average salary by contribution assumption: employee only about $258,438 at 4% or $172,292 at 6%; with 50% employer match about $172,292 at 4% or $114,861 at 6%; with 100% employer match about $129,219 at 4% or $86,146 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 6 | $1,354,348 | $62,025 | $10,338iApproximate average salary by contribution assumption: employee only about $258,438 at 4% or $172,292 at 6%; with 50% employer match about $172,292 at 4% or $114,861 at 6%; with 100% employer match about $129,219 at 4% or $86,146 at 6%. |
| 2021 | 1 | 6 | $1,580,964 | $60,222 | $10,037iApproximate average salary by contribution assumption: employee only about $250,925 at 4% or $167,283 at 6%; with 50% employer match about $167,283 at 4% or $111,522 at 6%; with 100% employer match about $125,463 at 4% or $83,642 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 6 | $1,580,964 | $60,222 | $10,037iApproximate average salary by contribution assumption: employee only about $250,925 at 4% or $167,283 at 6%; with 50% employer match about $167,283 at 4% or $111,522 at 6%; with 100% employer match about $125,463 at 4% or $83,642 at 6%. |
| 2020 | 1 | 7 | $1,362,670 | $60,532 | $8,647iApproximate average salary by contribution assumption: employee only about $216,186 at 4% or $144,124 at 6%; with 50% employer match about $144,124 at 4% or $96,083 at 6%; with 100% employer match about $108,093 at 4% or $72,062 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 7 | $1,362,670 | $60,532 | $8,647iApproximate average salary by contribution assumption: employee only about $216,186 at 4% or $144,124 at 6%; with 50% employer match about $144,124 at 4% or $96,083 at 6%; with 100% employer match about $108,093 at 4% or $72,062 at 6%. |
| 2019 | 1 | 7 | $1,146,748 | $182,639 | $26,091iApproximate average salary by contribution assumption: employee only about $652,282 at 4% or $434,855 at 6%; with 50% employer match about $434,855 at 4% or $289,903 at 6%; with 100% employer match about $326,141 at 4% or $217,427 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 7 | $1,146,748 | $182,639 | $26,091iApproximate average salary by contribution assumption: employee only about $652,282 at 4% or $434,855 at 6%; with 50% employer match about $434,855 at 4% or $289,903 at 6%; with 100% employer match about $326,141 at 4% or $217,427 at 6%. |
| 2018 | 1 | 7 | $789,695 | $61,560 | $8,794iApproximate average salary by contribution assumption: employee only about $219,857 at 4% or $146,571 at 6%; with 50% employer match about $146,571 at 4% or $97,714 at 6%; with 100% employer match about $109,929 at 4% or $73,286 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 7 | $789,695 | $61,560 | $8,794iApproximate average salary by contribution assumption: employee only about $219,857 at 4% or $146,571 at 6%; with 50% employer match about $146,571 at 4% or $97,714 at 6%; with 100% employer match about $109,929 at 4% or $73,286 at 6%. |
| 2017 | 1 | 7 | $792,135 | $64,894 | $9,271iApproximate average salary by contribution assumption: employee only about $231,764 at 4% or $154,510 at 6%; with 50% employer match about $154,510 at 4% or $103,006 at 6%; with 100% employer match about $115,882 at 4% or $77,255 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 7 | $792,135 | $64,894 | $9,271iApproximate average salary by contribution assumption: employee only about $231,764 at 4% or $154,510 at 6%; with 50% employer match about $154,510 at 4% or $103,006 at 6%; with 100% employer match about $115,882 at 4% or $77,255 at 6%. |
| 2016 | 1 | 7 | $623,826 | $64,764 | $9,252iApproximate average salary by contribution assumption: employee only about $231,300 at 4% or $154,200 at 6%; with 50% employer match about $154,200 at 4% or $102,800 at 6%; with 100% employer match about $115,650 at 4% or $77,100 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 7 | $623,826 | $64,764 | $9,252iApproximate average salary by contribution assumption: employee only about $231,300 at 4% or $154,200 at 6%; with 50% employer match about $154,200 at 4% or $102,800 at 6%; with 100% employer match about $115,650 at 4% or $77,100 at 6%. |
| 2015 | 1 | 7 | $559,099 | $62,735 | $8,962iApproximate average salary by contribution assumption: employee only about $224,054 at 4% or $149,369 at 6%; with 50% employer match about $149,369 at 4% or $99,579 at 6%; with 100% employer match about $112,027 at 4% or $74,685 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 7 | $559,099 | $62,735 | $8,962iApproximate average salary by contribution assumption: employee only about $224,054 at 4% or $149,369 at 6%; with 50% employer match about $149,369 at 4% or $99,579 at 6%; with 100% employer match about $112,027 at 4% or $74,685 at 6%. |
| 2014 | 1 | 6 | $624,185 | $81,491 | $13,582iApproximate average salary by contribution assumption: employee only about $339,546 at 4% or $226,364 at 6%; with 50% employer match about $226,364 at 4% or $150,909 at 6%; with 100% employer match about $169,773 at 4% or $113,182 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 6 | $624,185 | $81,491 | $13,582iApproximate average salary by contribution assumption: employee only about $339,546 at 4% or $226,364 at 6%; with 50% employer match about $226,364 at 4% or $150,909 at 6%; with 100% employer match about $169,773 at 4% or $113,182 at 6%. |
| 2013 | 1 | 7 | $524,404 | $72,837 | $10,405iApproximate average salary by contribution assumption: employee only about $260,132 at 4% or $173,421 at 6%; with 50% employer match about $173,421 at 4% or $115,614 at 6%; with 100% employer match about $130,066 at 4% or $86,711 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 7 | $524,404 | $72,837 | $10,405iApproximate average salary by contribution assumption: employee only about $260,132 at 4% or $173,421 at 6%; with 50% employer match about $173,421 at 4% or $115,614 at 6%; with 100% employer match about $130,066 at 4% or $86,711 at 6%. |
| 2012 | 1 | 6 | $352,348 | $62,268 | $10,378iApproximate average salary by contribution assumption: employee only about $259,450 at 4% or $172,967 at 6%; with 50% employer match about $172,967 at 4% or $115,311 at 6%; with 100% employer match about $129,725 at 4% or $86,483 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 6 | $352,348 | $62,268 | $10,378iApproximate average salary by contribution assumption: employee only about $259,450 at 4% or $172,967 at 6%; with 50% employer match about $172,967 at 4% or $115,311 at 6%; with 100% employer match about $129,725 at 4% or $86,483 at 6%. |
| 2011 | 1 | 5 | $230,219 | $53,932 | $10,786iApproximate average salary by contribution assumption: employee only about $269,660 at 4% or $179,773 at 6%; with 50% employer match about $179,773 at 4% or $119,849 at 6%; with 100% employer match about $134,830 at 4% or $89,887 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 5 | $230,219 | $53,932 | $10,786iApproximate average salary by contribution assumption: employee only about $269,660 at 4% or $179,773 at 6%; with 50% employer match about $179,773 at 4% or $119,849 at 6%; with 100% employer match about $134,830 at 4% or $89,887 at 6%. |
| 2010 | 1 | 6 | $208,185 | $200,914 | $33,486iApproximate average salary by contribution assumption: employee only about $837,142 at 4% or $558,094 at 6%; with 50% employer match about $558,094 at 4% or $372,063 at 6%; with 100% employer match about $418,571 at 4% or $279,047 at 6%. |
| Provo-Petersen & Associates, P.A. Safe Harbor 401(K) Plan | - | 6 | $208,185 | $200,914 | $33,486iApproximate average salary by contribution assumption: employee only about $837,142 at 4% or $558,094 at 6%; with 50% employer match about $558,094 at 4% or $372,063 at 6%; with 100% employer match about $418,571 at 4% or $279,047 at 6%. |