Prosperity Financial Planning
Plan context: Prosperity Financial Planning 401(K) Profit Sharing Plan
EIN 27-1535849 • Plymouth, MA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$292,208
2025 Contributions
$82,300
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $292,208 | $82,300 | $41,150iApproximate average salary by contribution assumption: employee only about $1,028,750 at 4% or $685,833 at 6%; with 50% employer match about $685,833 at 4% or $457,222 at 6%; with 100% employer match about $514,375 at 4% or $342,917 at 6%. |
| Prosperity Financial Planning 401(K) Profit Sharing Plan | - | 2 | $292,208 | $82,300 | $41,150iApproximate average salary by contribution assumption: employee only about $1,028,750 at 4% or $685,833 at 6%; with 50% employer match about $685,833 at 4% or $457,222 at 6%; with 100% employer match about $514,375 at 4% or $342,917 at 6%. |
| 2024 | 1 | 2 | $174,930 | $81,415 | $40,708iApproximate average salary by contribution assumption: employee only about $1,017,688 at 4% or $678,458 at 6%; with 50% employer match about $678,458 at 4% or $452,306 at 6%; with 100% employer match about $508,844 at 4% or $339,229 at 6%. |
| Prosperity Financial Planning 401(K) Profit Sharing Plan | - | 2 | $174,930 | $81,415 | $40,708iApproximate average salary by contribution assumption: employee only about $1,017,688 at 4% or $678,458 at 6%; with 50% employer match about $678,458 at 4% or $452,306 at 6%; with 100% employer match about $508,844 at 4% or $339,229 at 6%. |
| 2023 | 1 | 2 | $82,603 | $77,851 | $38,926iApproximate average salary by contribution assumption: employee only about $973,138 at 4% or $648,758 at 6%; with 50% employer match about $648,758 at 4% or $432,506 at 6%; with 100% employer match about $486,569 at 4% or $324,379 at 6%. |
| Prosperity Financial Planning 401(K) Profit Sharing Plan | - | 2 | $82,603 | $77,851 | $38,926iApproximate average salary by contribution assumption: employee only about $973,138 at 4% or $648,758 at 6%; with 50% employer match about $648,758 at 4% or $432,506 at 6%; with 100% employer match about $486,569 at 4% or $324,379 at 6%. |