Civic Intelligence

Preferred Insurance & Financial Solutions Inc.

Plan context: Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan

EIN 27-0839731 • 13 filings • 1 plans

Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$24,214

2023 Contributions

$48,348

Historical Graphs

Total Assets Over Time

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

$348,385$174,193$0201120172023YearValue
$24,214Latest year 2023

Participants Over Time

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

530201120172023YearValue
4Latest 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
202314$24,214$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-4$24,214--
202213$23,222$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-3$23,222--
202115$24,214$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-5$24,214--
202014$348,385$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-4$348,385--
201913$24,214$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-3$24,214--
201813$25,355$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-3$25,355--
201714$24,214$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-4$24,214--
201613$179,684$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-3$179,684--
201514$31,163$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-4$31,163--
201412$31,163$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-2$31,163--
201312$31,163$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-2$31,163--
201212$31,163$48,348$24,174iApproximate average salary by contribution assumption: employee only about $604,350 at 4% or $402,900 at 6%; with 50% employer match about $402,900 at 4% or $268,600 at 6%; with 100% employer match about $302,175 at 4% or $201,450 at 6%.
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-2$31,163$48,348$24,174iApproximate average salary by contribution assumption: employee only about $604,350 at 4% or $402,900 at 6%; with 50% employer match about $402,900 at 4% or $268,600 at 6%; with 100% employer match about $302,175 at 4% or $201,450 at 6%.
201112$122,050$0-
Preferred Insurance & Financial Solutions Inc. Profit Sharing Plan-2$122,050--