Civic Intelligence

Pbm Capital Group LLC

Plan context: Pbm Capital Group LLC. 401(K) Plan

EIN 27-4392286 • 3 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

89

2024 Assets

$6,568,389

2024 Contributions

$785,442

Historical Graphs

Total Assets Over Time

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

$6,568,389$3,284,195$0202220232024YearValue
$6,568,389Latest year 2024

Participants Over Time

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

89450202220232024YearValue
89Latest 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
2024189$6,568,389$785,442$8,825iApproximate average salary by contribution assumption: employee only about $220,630 at 4% or $147,087 at 6%; with 50% employer match about $147,087 at 4% or $98,058 at 6%; with 100% employer match about $110,315 at 4% or $73,543 at 6%.
Pbm Capital Group LLC. 401(K) Plan-89$6,568,389$785,442$8,825iApproximate average salary by contribution assumption: employee only about $220,630 at 4% or $147,087 at 6%; with 50% employer match about $147,087 at 4% or $98,058 at 6%; with 100% employer match about $110,315 at 4% or $73,543 at 6%.
2023170$5,636,515$990,168$14,145iApproximate average salary by contribution assumption: employee only about $353,631 at 4% or $235,754 at 6%; with 50% employer match about $235,754 at 4% or $157,170 at 6%; with 100% employer match about $176,816 at 4% or $117,877 at 6%.
Pbm Capital Group LLC. 401(K) Plan-70$5,636,515$990,168$14,145iApproximate average salary by contribution assumption: employee only about $353,631 at 4% or $235,754 at 6%; with 50% employer match about $235,754 at 4% or $157,170 at 6%; with 100% employer match about $176,816 at 4% or $117,877 at 6%.
2022180$4,375,762$1,586,244$19,828iApproximate average salary by contribution assumption: employee only about $495,701 at 4% or $330,468 at 6%; with 50% employer match about $330,468 at 4% or $220,312 at 6%; with 100% employer match about $247,851 at 4% or $165,234 at 6%.
Pbm Capital Group LLC. 401(K) Plan-80$4,375,762$1,586,244$19,828iApproximate average salary by contribution assumption: employee only about $495,701 at 4% or $330,468 at 6%; with 50% employer match about $330,468 at 4% or $220,312 at 6%; with 100% employer match about $247,851 at 4% or $165,234 at 6%.