Civic Intelligence

Price Financial Group LLC

Plan context: Price Financial Group 401K Profit Sharing Plan and Trust

EIN 30-0673636 • Wilton, CT • 8 filings • 2 plans

43 Danbury RoadWilton, CT 06897
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$434,532

2018 Contributions

$88,668

Historical Graphs

Total Assets Over Time

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

$434,532$217,266$0201120152018YearValue
$434,532Latest year 2018

Participants Over Time

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

840201120152018YearValue
5Latest year 2018

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
201815$434,532$88,668$17,734iApproximate average salary by contribution assumption: employee only about $443,340 at 4% or $295,560 at 6%; with 50% employer match about $295,560 at 4% or $197,040 at 6%; with 100% employer match about $221,670 at 4% or $147,780 at 6%.
Price Financial Group 401K Profit Sharing Plan and Trust-5$434,532$88,668$17,734iApproximate average salary by contribution assumption: employee only about $443,340 at 4% or $295,560 at 6%; with 50% employer match about $295,560 at 4% or $197,040 at 6%; with 100% employer match about $221,670 at 4% or $147,780 at 6%.
201715$396,565$102,844$20,569iApproximate average salary by contribution assumption: employee only about $514,220 at 4% or $342,813 at 6%; with 50% employer match about $342,813 at 4% or $228,542 at 6%; with 100% employer match about $257,110 at 4% or $171,407 at 6%.
Price Financial Group 401K Profit Sharing Plan and Trust-5$396,565$102,844$20,569iApproximate average salary by contribution assumption: employee only about $514,220 at 4% or $342,813 at 6%; with 50% employer match about $342,813 at 4% or $228,542 at 6%; with 100% employer match about $257,110 at 4% or $171,407 at 6%.
201618$287,198$107,925$13,491iApproximate average salary by contribution assumption: employee only about $337,266 at 4% or $224,844 at 6%; with 50% employer match about $224,844 at 4% or $149,896 at 6%; with 100% employer match about $168,633 at 4% or $112,422 at 6%.
Price Financial Group 401K Profit Sharing Plan and Trust-8$287,198$107,925$13,491iApproximate average salary by contribution assumption: employee only about $337,266 at 4% or $224,844 at 6%; with 50% employer match about $224,844 at 4% or $149,896 at 6%; with 100% employer match about $168,633 at 4% or $112,422 at 6%.
201516$300,632$77,390$12,898iApproximate average salary by contribution assumption: employee only about $322,458 at 4% or $214,972 at 6%; with 50% employer match about $214,972 at 4% or $143,315 at 6%; with 100% employer match about $161,229 at 4% or $107,486 at 6%.
Price Financial Group 401K Profit Sharing Plan and Trust-6$300,632$77,390$12,898iApproximate average salary by contribution assumption: employee only about $322,458 at 4% or $214,972 at 6%; with 50% employer match about $214,972 at 4% or $143,315 at 6%; with 100% employer match about $161,229 at 4% or $107,486 at 6%.
201414$231,000$84,264$21,066iApproximate average salary by contribution assumption: employee only about $526,650 at 4% or $351,100 at 6%; with 50% employer match about $351,100 at 4% or $234,067 at 6%; with 100% employer match about $263,325 at 4% or $175,550 at 6%.
Price Financial Group 401K Profit Sharing Plan and Trust-4$231,000$84,264$21,066iApproximate average salary by contribution assumption: employee only about $526,650 at 4% or $351,100 at 6%; with 50% employer match about $351,100 at 4% or $234,067 at 6%; with 100% employer match about $263,325 at 4% or $175,550 at 6%.
201318$259,002$91,902$11,488iApproximate average salary by contribution assumption: employee only about $287,194 at 4% or $191,463 at 6%; with 50% employer match about $191,463 at 4% or $127,642 at 6%; with 100% employer match about $143,597 at 4% or $95,731 at 6%.
Price Financial Group 401K Profit Sharing Plan and Trust-8$259,002$91,902$11,488iApproximate average salary by contribution assumption: employee only about $287,194 at 4% or $191,463 at 6%; with 50% employer match about $191,463 at 4% or $127,642 at 6%; with 100% employer match about $143,597 at 4% or $95,731 at 6%.
201217$162,604$95,679$13,668iApproximate average salary by contribution assumption: employee only about $341,711 at 4% or $227,807 at 6%; with 50% employer match about $227,807 at 4% or $151,871 at 6%; with 100% employer match about $170,855 at 4% or $113,904 at 6%.
Price Financial Group 401K Profit Sharing Plan and Trust-7$162,604$95,679$13,668iApproximate average salary by contribution assumption: employee only about $341,711 at 4% or $227,807 at 6%; with 50% employer match about $227,807 at 4% or $151,871 at 6%; with 100% employer match about $170,855 at 4% or $113,904 at 6%.
201114$58,987$61,347$15,337iApproximate average salary by contribution assumption: employee only about $383,419 at 4% or $255,613 at 6%; with 50% employer match about $255,613 at 4% or $170,408 at 6%; with 100% employer match about $191,709 at 4% or $127,806 at 6%.
Price Financial Group 401K Profit Sharing Plan and Trust-4$58,987$61,347$15,337iApproximate average salary by contribution assumption: employee only about $383,419 at 4% or $255,613 at 6%; with 50% employer match about $255,613 at 4% or $170,408 at 6%; with 100% employer match about $191,709 at 4% or $127,806 at 6%.