Preferred Capital Securities LLC
Plan context: Preferred Capital Securities LLC 401(K) Plan
EIN 30-0797142 • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$4,200,853
2024 Contributions
$920,836
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 41 | $4,200,853 | $920,836 | $22,459iApproximate average salary by contribution assumption: employee only about $561,485 at 4% or $374,324 at 6%; with 50% employer match about $374,324 at 4% or $249,549 at 6%; with 100% employer match about $280,743 at 4% or $187,162 at 6%. |
| Preferred Capital Securities LLC 401(K) Plan | - | 41 | $4,200,853 | $920,836 | $22,459iApproximate average salary by contribution assumption: employee only about $561,485 at 4% or $374,324 at 6%; with 50% employer match about $374,324 at 4% or $249,549 at 6%; with 100% employer match about $280,743 at 4% or $187,162 at 6%. |
| 2023 | 1 | 42 | $3,927,982 | $866,773 | $20,637iApproximate average salary by contribution assumption: employee only about $515,936 at 4% or $343,958 at 6%; with 50% employer match about $343,958 at 4% or $229,305 at 6%; with 100% employer match about $257,968 at 4% or $171,979 at 6%. |
| Preferred Capital Securities LLC 401(K) Plan | - | 42 | $3,927,982 | $866,773 | $20,637iApproximate average salary by contribution assumption: employee only about $515,936 at 4% or $343,958 at 6%; with 50% employer match about $343,958 at 4% or $229,305 at 6%; with 100% employer match about $257,968 at 4% or $171,979 at 6%. |
| 2022 | 1 | 31 | $2,886,372 | $852,165 | $27,489iApproximate average salary by contribution assumption: employee only about $687,230 at 4% or $458,153 at 6%; with 50% employer match about $458,153 at 4% or $305,435 at 6%; with 100% employer match about $343,615 at 4% or $229,077 at 6%. |
| Preferred Capital Securities LLC 401(K) Plan | - | 31 | $2,886,372 | $852,165 | $27,489iApproximate average salary by contribution assumption: employee only about $687,230 at 4% or $458,153 at 6%; with 50% employer match about $458,153 at 4% or $305,435 at 6%; with 100% employer match about $343,615 at 4% or $229,077 at 6%. |
| 2021 | 2 | 36 | $2,788,170 | $379,341 | $10,537iApproximate average salary by contribution assumption: employee only about $263,431 at 4% or $175,621 at 6%; with 50% employer match about $175,621 at 4% or $117,081 at 6%; with 100% employer match about $131,716 at 4% or $87,810 at 6%. |
| Preferred Capital Securities LLC 401(K) Plan | - | 34 | $2,788,170 | $379,341 | $11,157iApproximate average salary by contribution assumption: employee only about $278,927 at 4% or $185,951 at 6%; with 50% employer match about $185,951 at 4% or $123,968 at 6%; with 100% employer match about $139,464 at 4% or $92,976 at 6%. |
| PREFERRED CAPITAL SECURITIES MEDICAL PLAN | - | 36 | - | - | - |