Park Square Financial Group LLC
Plan context: Park Square 401(K) Plan
EIN 27-0391073 • Roswell, GA • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$391,693
2024 Contributions
$35,915
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 | 6 | $391,693 | $35,915 | $5,986iApproximate average salary by contribution assumption: employee only about $149,646 at 4% or $99,764 at 6%; with 50% employer match about $99,764 at 4% or $66,509 at 6%; with 100% employer match about $74,823 at 4% or $49,882 at 6%. |
| Park Square 401(K) Plan | - | 6 | $391,693 | $35,915 | $5,986iApproximate average salary by contribution assumption: employee only about $149,646 at 4% or $99,764 at 6%; with 50% employer match about $99,764 at 4% or $66,509 at 6%; with 100% employer match about $74,823 at 4% or $49,882 at 6%. |
| 2023 | 1 | 6 | $511,612 | $39,430 | $6,572iApproximate average salary by contribution assumption: employee only about $164,292 at 4% or $109,528 at 6%; with 50% employer match about $109,528 at 4% or $73,019 at 6%; with 100% employer match about $82,146 at 4% or $54,764 at 6%. |
| Park Square 401(K) Plan | - | 6 | $511,612 | $39,430 | $6,572iApproximate average salary by contribution assumption: employee only about $164,292 at 4% or $109,528 at 6%; with 50% employer match about $109,528 at 4% or $73,019 at 6%; with 100% employer match about $82,146 at 4% or $54,764 at 6%. |
| 2022 | 1 | 4 | $414,844 | $43,557 | $10,889iApproximate average salary by contribution assumption: employee only about $272,231 at 4% or $181,488 at 6%; with 50% employer match about $181,488 at 4% or $120,992 at 6%; with 100% employer match about $136,116 at 4% or $90,744 at 6%. |
| Park Square 401(K) Plan | - | 4 | $414,844 | $43,557 | $10,889iApproximate average salary by contribution assumption: employee only about $272,231 at 4% or $181,488 at 6%; with 50% employer match about $181,488 at 4% or $120,992 at 6%; with 100% employer match about $136,116 at 4% or $90,744 at 6%. |
| 2021 | 1 | 5 | $444,515 | $46,433 | $9,287iApproximate average salary by contribution assumption: employee only about $232,165 at 4% or $154,777 at 6%; with 50% employer match about $154,777 at 4% or $103,184 at 6%; with 100% employer match about $116,083 at 4% or $77,388 at 6%. |
| Park Square 401(K) Plan | - | 5 | $444,515 | $46,433 | $9,287iApproximate average salary by contribution assumption: employee only about $232,165 at 4% or $154,777 at 6%; with 50% employer match about $154,777 at 4% or $103,184 at 6%; with 100% employer match about $116,083 at 4% or $77,388 at 6%. |
| 2020 | 1 | 9 | $382,559 | $48,494 | $5,388iApproximate average salary by contribution assumption: employee only about $134,706 at 4% or $89,804 at 6%; with 50% employer match about $89,804 at 4% or $59,869 at 6%; with 100% employer match about $67,353 at 4% or $44,902 at 6%. |
| Park Square 401(K) Plan | - | 9 | $382,559 | $48,494 | $5,388iApproximate average salary by contribution assumption: employee only about $134,706 at 4% or $89,804 at 6%; with 50% employer match about $89,804 at 4% or $59,869 at 6%; with 100% employer match about $67,353 at 4% or $44,902 at 6%. |
| 2019 | 1 | 10 | $450,691 | $72,944 | $7,294iApproximate average salary by contribution assumption: employee only about $182,360 at 4% or $121,573 at 6%; with 50% employer match about $121,573 at 4% or $81,049 at 6%; with 100% employer match about $91,180 at 4% or $60,787 at 6%. |
| Park Square 401(K) Plan | - | 10 | $450,691 | $72,944 | $7,294iApproximate average salary by contribution assumption: employee only about $182,360 at 4% or $121,573 at 6%; with 50% employer match about $121,573 at 4% or $81,049 at 6%; with 100% employer match about $91,180 at 4% or $60,787 at 6%. |
| 2018 | 1 | 10 | $386,424 | $94,122 | $9,412iApproximate average salary by contribution assumption: employee only about $235,305 at 4% or $156,870 at 6%; with 50% employer match about $156,870 at 4% or $104,580 at 6%; with 100% employer match about $117,653 at 4% or $78,435 at 6%. |
| Park Square 401(K) Plan | - | 10 | $386,424 | $94,122 | $9,412iApproximate average salary by contribution assumption: employee only about $235,305 at 4% or $156,870 at 6%; with 50% employer match about $156,870 at 4% or $104,580 at 6%; with 100% employer match about $117,653 at 4% or $78,435 at 6%. |
| 2017 | 1 | 7 | $320,867 | $97,698 | $13,957iApproximate average salary by contribution assumption: employee only about $348,921 at 4% or $232,614 at 6%; with 50% employer match about $232,614 at 4% or $155,076 at 6%; with 100% employer match about $174,461 at 4% or $116,307 at 6%. |
| Park Square 401(K) Plan | - | 7 | $320,867 | $97,698 | $13,957iApproximate average salary by contribution assumption: employee only about $348,921 at 4% or $232,614 at 6%; with 50% employer match about $232,614 at 4% or $155,076 at 6%; with 100% employer match about $174,461 at 4% or $116,307 at 6%. |
| 2016 | 1 | 8 | $180,066 | $97,467 | $12,183iApproximate average salary by contribution assumption: employee only about $304,584 at 4% or $203,056 at 6%; with 50% employer match about $203,056 at 4% or $135,371 at 6%; with 100% employer match about $152,292 at 4% or $101,528 at 6%. |
| Park Square 401(K) Plan | - | 8 | $180,066 | $97,467 | $12,183iApproximate average salary by contribution assumption: employee only about $304,584 at 4% or $203,056 at 6%; with 50% employer match about $203,056 at 4% or $135,371 at 6%; with 100% employer match about $152,292 at 4% or $101,528 at 6%. |
| 2015 | 1 | 7 | $74,655 | $75,356 | $10,765iApproximate average salary by contribution assumption: employee only about $269,129 at 4% or $179,419 at 6%; with 50% employer match about $179,419 at 4% or $119,613 at 6%; with 100% employer match about $134,564 at 4% or $89,710 at 6%. |
| Park Square 401(K) Plan | - | 7 | $74,655 | $75,356 | $10,765iApproximate average salary by contribution assumption: employee only about $269,129 at 4% or $179,419 at 6%; with 50% employer match about $179,419 at 4% or $119,613 at 6%; with 100% employer match about $134,564 at 4% or $89,710 at 6%. |