Civic Intelligence

Proactive Brokerage Inc.

Plan context: Proactive Brokerage Inc. Retirement Plan and Trust

EIN 27-0407641 • Plandome, NY • 8 filings • 1 plans

PO Box 846Plandome, NY 11030
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,279,191

2024 Contributions

$177,544

Historical Graphs

Total Assets Over Time

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

$1,279,191$639,596$0201720212024YearValue
$1,279,191Latest year 2024

Participants Over Time

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

630201720212024YearValue
6Latest 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
202416$1,279,191$177,544$29,591iApproximate average salary by contribution assumption: employee only about $739,767 at 4% or $493,178 at 6%; with 50% employer match about $493,178 at 4% or $328,785 at 6%; with 100% employer match about $369,883 at 4% or $246,589 at 6%.
Proactive Brokerage Inc. Retirement Plan and Trust-6$1,279,191$177,544$29,591iApproximate average salary by contribution assumption: employee only about $739,767 at 4% or $493,178 at 6%; with 50% employer match about $493,178 at 4% or $328,785 at 6%; with 100% employer match about $369,883 at 4% or $246,589 at 6%.
202314$1,018,327$178,433$44,608iApproximate average salary by contribution assumption: employee only about $1,115,206 at 4% or $743,471 at 6%; with 50% employer match about $743,471 at 4% or $495,647 at 6%; with 100% employer match about $557,603 at 4% or $371,735 at 6%.
Proactive Brokerage Inc. Retirement Plan and Trust-4$1,018,327$178,433$44,608iApproximate average salary by contribution assumption: employee only about $1,115,206 at 4% or $743,471 at 6%; with 50% employer match about $743,471 at 4% or $495,647 at 6%; with 100% employer match about $557,603 at 4% or $371,735 at 6%.
202214$831,578$145,079$36,270iApproximate average salary by contribution assumption: employee only about $906,744 at 4% or $604,496 at 6%; with 50% employer match about $604,496 at 4% or $402,997 at 6%; with 100% employer match about $453,372 at 4% or $302,248 at 6%.
Proactive Brokerage Inc. Retirement Plan and Trust-4$831,578$145,079$36,270iApproximate average salary by contribution assumption: employee only about $906,744 at 4% or $604,496 at 6%; with 50% employer match about $604,496 at 4% or $402,997 at 6%; with 100% employer match about $453,372 at 4% or $302,248 at 6%.
202114$729,212$151,625$37,906iApproximate average salary by contribution assumption: employee only about $947,656 at 4% or $631,771 at 6%; with 50% employer match about $631,771 at 4% or $421,181 at 6%; with 100% employer match about $473,828 at 4% or $315,885 at 6%.
Proactive Brokerage Inc. Retirement Plan and Trust-4$729,212$151,625$37,906iApproximate average salary by contribution assumption: employee only about $947,656 at 4% or $631,771 at 6%; with 50% employer match about $631,771 at 4% or $421,181 at 6%; with 100% employer match about $473,828 at 4% or $315,885 at 6%.
202014$569,059$152,868$38,217iApproximate average salary by contribution assumption: employee only about $955,425 at 4% or $636,950 at 6%; with 50% employer match about $636,950 at 4% or $424,633 at 6%; with 100% employer match about $477,713 at 4% or $318,475 at 6%.
Proactive Brokerage Inc. Retirement Plan and Trust-4$569,059$152,868$38,217iApproximate average salary by contribution assumption: employee only about $955,425 at 4% or $636,950 at 6%; with 50% employer match about $636,950 at 4% or $424,633 at 6%; with 100% employer match about $477,713 at 4% or $318,475 at 6%.
201914$414,532$151,145$37,786iApproximate average salary by contribution assumption: employee only about $944,656 at 4% or $629,771 at 6%; with 50% employer match about $629,771 at 4% or $419,847 at 6%; with 100% employer match about $472,328 at 4% or $314,885 at 6%.
Proactive Brokerage Inc. Retirement Plan and Trust-4$414,532$151,145$37,786iApproximate average salary by contribution assumption: employee only about $944,656 at 4% or $629,771 at 6%; with 50% employer match about $629,771 at 4% or $419,847 at 6%; with 100% employer match about $472,328 at 4% or $314,885 at 6%.
201812$257,074$152,956$76,478iApproximate average salary by contribution assumption: employee only about $1,911,950 at 4% or $1,274,633 at 6%; with 50% employer match about $1,274,633 at 4% or $849,756 at 6%; with 100% employer match about $955,975 at 4% or $637,317 at 6%.
Proactive Brokerage Inc. Retirement Plan and Trust-2$257,074$152,956$76,478iApproximate average salary by contribution assumption: employee only about $1,911,950 at 4% or $1,274,633 at 6%; with 50% employer match about $1,274,633 at 4% or $849,756 at 6%; with 100% employer match about $955,975 at 4% or $637,317 at 6%.
201712$100,133$100,133$50,067iApproximate average salary by contribution assumption: employee only about $1,251,663 at 4% or $834,442 at 6%; with 50% employer match about $834,442 at 4% or $556,294 at 6%; with 100% employer match about $625,831 at 4% or $417,221 at 6%.
Proactive Brokerage Inc. Retirement Plan and Trust-2$100,133$100,133$50,067iApproximate average salary by contribution assumption: employee only about $1,251,663 at 4% or $834,442 at 6%; with 50% employer match about $834,442 at 4% or $556,294 at 6%; with 100% employer match about $625,831 at 4% or $417,221 at 6%.