Civic Intelligence

Primary Financial Company LLC

Plan context: Primary Financial Company LLC 401(K) and Profit Sharing Plan

EIN 31-1682720 • Dublin, OH • 19 filings • 3 plans

5131 Post RoadSuite 300Dublin, OH 43017
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$9,017,781

2024 Contributions

$352,931

Historical Graphs

Total Assets Over Time

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

$9,017,781$4,508,891$0200620152024YearValue
$9,017,781Latest year 2024

Participants Over Time

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

1470200620152024YearValue
14Latest 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
2024114$9,017,781$352,931$25,209iApproximate average salary by contribution assumption: employee only about $630,234 at 4% or $420,156 at 6%; with 50% employer match about $420,156 at 4% or $280,104 at 6%; with 100% employer match about $315,117 at 4% or $210,078 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-14$9,017,781$352,931$25,209iApproximate average salary by contribution assumption: employee only about $630,234 at 4% or $420,156 at 6%; with 50% employer match about $420,156 at 4% or $280,104 at 6%; with 100% employer match about $315,117 at 4% or $210,078 at 6%.
2023113$7,943,814$333,714$25,670iApproximate average salary by contribution assumption: employee only about $641,758 at 4% or $427,838 at 6%; with 50% employer match about $427,838 at 4% or $285,226 at 6%; with 100% employer match about $320,879 at 4% or $213,919 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-13$7,943,814$333,714$25,670iApproximate average salary by contribution assumption: employee only about $641,758 at 4% or $427,838 at 6%; with 50% employer match about $427,838 at 4% or $285,226 at 6%; with 100% employer match about $320,879 at 4% or $213,919 at 6%.
2022111$6,497,926$301,330$27,394iApproximate average salary by contribution assumption: employee only about $684,841 at 4% or $456,561 at 6%; with 50% employer match about $456,561 at 4% or $304,374 at 6%; with 100% employer match about $342,420 at 4% or $228,280 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-11$6,497,926$301,330$27,394iApproximate average salary by contribution assumption: employee only about $684,841 at 4% or $456,561 at 6%; with 50% employer match about $456,561 at 4% or $304,374 at 6%; with 100% employer match about $342,420 at 4% or $228,280 at 6%.
2021111$7,152,047$345,036$31,367iApproximate average salary by contribution assumption: employee only about $784,173 at 4% or $522,782 at 6%; with 50% employer match about $522,782 at 4% or $348,521 at 6%; with 100% employer match about $392,086 at 4% or $261,391 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-11$7,152,047$345,036$31,367iApproximate average salary by contribution assumption: employee only about $784,173 at 4% or $522,782 at 6%; with 50% employer match about $522,782 at 4% or $348,521 at 6%; with 100% employer match about $392,086 at 4% or $261,391 at 6%.
2020111$5,986,936$234,294$21,299iApproximate average salary by contribution assumption: employee only about $532,486 at 4% or $354,991 at 6%; with 50% employer match about $354,991 at 4% or $236,661 at 6%; with 100% employer match about $266,243 at 4% or $177,495 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-11$5,986,936$234,294$21,299iApproximate average salary by contribution assumption: employee only about $532,486 at 4% or $354,991 at 6%; with 50% employer match about $354,991 at 4% or $236,661 at 6%; with 100% employer match about $266,243 at 4% or $177,495 at 6%.
2019111$6,599,220$267,381$24,307iApproximate average salary by contribution assumption: employee only about $607,684 at 4% or $405,123 at 6%; with 50% employer match about $405,123 at 4% or $270,082 at 6%; with 100% employer match about $303,842 at 4% or $202,561 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-11$6,599,220$267,381$24,307iApproximate average salary by contribution assumption: employee only about $607,684 at 4% or $405,123 at 6%; with 50% employer match about $405,123 at 4% or $270,082 at 6%; with 100% employer match about $303,842 at 4% or $202,561 at 6%.
2018112$5,098,047$233,933$19,494iApproximate average salary by contribution assumption: employee only about $487,360 at 4% or $324,907 at 6%; with 50% employer match about $324,907 at 4% or $216,605 at 6%; with 100% employer match about $243,680 at 4% or $162,453 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-12$5,098,047$233,933$19,494iApproximate average salary by contribution assumption: employee only about $487,360 at 4% or $324,907 at 6%; with 50% employer match about $324,907 at 4% or $216,605 at 6%; with 100% employer match about $243,680 at 4% or $162,453 at 6%.
2017112$5,449,032$269,784$22,482iApproximate average salary by contribution assumption: employee only about $562,050 at 4% or $374,700 at 6%; with 50% employer match about $374,700 at 4% or $249,800 at 6%; with 100% employer match about $281,025 at 4% or $187,350 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-12$5,449,032$269,784$22,482iApproximate average salary by contribution assumption: employee only about $562,050 at 4% or $374,700 at 6%; with 50% employer match about $374,700 at 4% or $249,800 at 6%; with 100% employer match about $281,025 at 4% or $187,350 at 6%.
2016113$4,339,527$289,556$22,274iApproximate average salary by contribution assumption: employee only about $556,838 at 4% or $371,226 at 6%; with 50% employer match about $371,226 at 4% or $247,484 at 6%; with 100% employer match about $278,419 at 4% or $185,613 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-13$4,339,527$289,556$22,274iApproximate average salary by contribution assumption: employee only about $556,838 at 4% or $371,226 at 6%; with 50% employer match about $371,226 at 4% or $247,484 at 6%; with 100% employer match about $278,419 at 4% or $185,613 at 6%.
2015113$3,841,660$250,312$19,255iApproximate average salary by contribution assumption: employee only about $481,369 at 4% or $320,913 at 6%; with 50% employer match about $320,913 at 4% or $213,942 at 6%; with 100% employer match about $240,685 at 4% or $160,456 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-13$3,841,660$250,312$19,255iApproximate average salary by contribution assumption: employee only about $481,369 at 4% or $320,913 at 6%; with 50% employer match about $320,913 at 4% or $213,942 at 6%; with 100% employer match about $240,685 at 4% or $160,456 at 6%.
2014113$4,187,876$255,304$19,639iApproximate average salary by contribution assumption: employee only about $490,969 at 4% or $327,313 at 6%; with 50% employer match about $327,313 at 4% or $218,209 at 6%; with 100% employer match about $245,485 at 4% or $163,656 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-13$4,187,876$255,304$19,639iApproximate average salary by contribution assumption: employee only about $490,969 at 4% or $327,313 at 6%; with 50% employer match about $327,313 at 4% or $218,209 at 6%; with 100% employer match about $245,485 at 4% or $163,656 at 6%.
2013114$3,735,586$201,081$14,363iApproximate average salary by contribution assumption: employee only about $359,073 at 4% or $239,382 at 6%; with 50% employer match about $239,382 at 4% or $159,588 at 6%; with 100% employer match about $179,537 at 4% or $119,691 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-14$3,735,586$201,081$14,363iApproximate average salary by contribution assumption: employee only about $359,073 at 4% or $239,382 at 6%; with 50% employer match about $239,382 at 4% or $159,588 at 6%; with 100% employer match about $179,537 at 4% or $119,691 at 6%.
2012112$2,918,354$214,701$17,892iApproximate average salary by contribution assumption: employee only about $447,294 at 4% or $298,196 at 6%; with 50% employer match about $298,196 at 4% or $198,797 at 6%; with 100% employer match about $223,647 at 4% or $149,098 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-12$2,918,354$214,701$17,892iApproximate average salary by contribution assumption: employee only about $447,294 at 4% or $298,196 at 6%; with 50% employer match about $298,196 at 4% or $198,797 at 6%; with 100% employer match about $223,647 at 4% or $149,098 at 6%.
2011111$2,371,851$201,501$18,318iApproximate average salary by contribution assumption: employee only about $457,957 at 4% or $305,305 at 6%; with 50% employer match about $305,305 at 4% or $203,536 at 6%; with 100% employer match about $228,978 at 4% or $152,652 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-11$2,371,851$201,501$18,318iApproximate average salary by contribution assumption: employee only about $457,957 at 4% or $305,305 at 6%; with 50% employer match about $305,305 at 4% or $203,536 at 6%; with 100% employer match about $228,978 at 4% or $152,652 at 6%.
2010112$2,313,340$233,619$19,468iApproximate average salary by contribution assumption: employee only about $486,706 at 4% or $324,471 at 6%; with 50% employer match about $324,471 at 4% or $216,314 at 6%; with 100% employer match about $243,353 at 4% or $162,235 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-12$2,313,340$233,619$19,468iApproximate average salary by contribution assumption: employee only about $486,706 at 4% or $324,471 at 6%; with 50% employer match about $324,471 at 4% or $216,314 at 6%; with 100% employer match about $243,353 at 4% or $162,235 at 6%.
2009112$1,809,244$251,568$20,964iApproximate average salary by contribution assumption: employee only about $524,100 at 4% or $349,400 at 6%; with 50% employer match about $349,400 at 4% or $232,933 at 6%; with 100% employer match about $262,050 at 4% or $174,700 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-12$1,809,244$251,568$20,964iApproximate average salary by contribution assumption: employee only about $524,100 at 4% or $349,400 at 6%; with 50% employer match about $349,400 at 4% or $232,933 at 6%; with 100% employer match about $262,050 at 4% or $174,700 at 6%.
2008111$1,188,992$238,941$21,722iApproximate average salary by contribution assumption: employee only about $543,048 at 4% or $362,032 at 6%; with 50% employer match about $362,032 at 4% or $241,355 at 6%; with 100% employer match about $271,524 at 4% or $181,016 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-11$1,188,992$238,941$21,722iApproximate average salary by contribution assumption: employee only about $543,048 at 4% or $362,032 at 6%; with 50% employer match about $362,032 at 4% or $241,355 at 6%; with 100% employer match about $271,524 at 4% or $181,016 at 6%.
2007111$1,544,482$170,432$15,494iApproximate average salary by contribution assumption: employee only about $387,345 at 4% or $258,230 at 6%; with 50% employer match about $258,230 at 4% or $172,154 at 6%; with 100% employer match about $193,673 at 4% or $129,115 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-11$1,544,482$170,432$15,494iApproximate average salary by contribution assumption: employee only about $387,345 at 4% or $258,230 at 6%; with 50% employer match about $258,230 at 4% or $172,154 at 6%; with 100% employer match about $193,673 at 4% or $129,115 at 6%.
2006111$1,287,866$49,691$4,517iApproximate average salary by contribution assumption: employee only about $112,934 at 4% or $75,289 at 6%; with 50% employer match about $75,289 at 4% or $50,193 at 6%; with 100% employer match about $56,467 at 4% or $37,645 at 6%.
Primary Financial Company LLC 401(K) and Profit Sharing Plan-11$1,287,866$49,691$4,517iApproximate average salary by contribution assumption: employee only about $112,934 at 4% or $75,289 at 6%; with 50% employer match about $75,289 at 4% or $50,193 at 6%; with 100% employer match about $56,467 at 4% or $37,645 at 6%.