Civic Intelligence

PREFERRED CAPITAL MANAGEMENT

Plan context: Preferred Capital Management LLC 401(K) Profit Sharing Plan

EIN 31-1768272 • Dublin, OH • 10 filings • 2 plans

5450 Frantz Rd.Suite 200Dublin, OH 43017
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$864,415

2021 Contributions

$88,200

Historical Graphs

Total Assets Over Time

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

$985,737$492,869$0201420182021YearValue
$864,415Latest year 2021

Participants Over Time

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

630201420182021YearValue
4Latest year 2021

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
202114$864,415$88,200$22,050iApproximate average salary by contribution assumption: employee only about $551,250 at 4% or $367,500 at 6%; with 50% employer match about $367,500 at 4% or $245,000 at 6%; with 100% employer match about $275,625 at 4% or $183,750 at 6%.
Preferred Capital Management LLC 401(K) Profit Sharing Plan-4$864,415$88,200$22,050iApproximate average salary by contribution assumption: employee only about $551,250 at 4% or $367,500 at 6%; with 50% employer match about $367,500 at 4% or $245,000 at 6%; with 100% employer match about $275,625 at 4% or $183,750 at 6%.
202016$985,737$116,903$19,484iApproximate average salary by contribution assumption: employee only about $487,096 at 4% or $324,731 at 6%; with 50% employer match about $324,731 at 4% or $216,487 at 6%; with 100% employer match about $243,548 at 4% or $162,365 at 6%.
Preferred Capital Management LLC 401(K) Profit Sharing Plan-6$985,737$116,903$19,484iApproximate average salary by contribution assumption: employee only about $487,096 at 4% or $324,731 at 6%; with 50% employer match about $324,731 at 4% or $216,487 at 6%; with 100% employer match about $243,548 at 4% or $162,365 at 6%.
201916$727,830$111,053$18,509iApproximate average salary by contribution assumption: employee only about $462,721 at 4% or $308,481 at 6%; with 50% employer match about $308,481 at 4% or $205,654 at 6%; with 100% employer match about $231,360 at 4% or $154,240 at 6%.
Preferred Capital Management LLC 401(K) Profit Sharing Plan-6$727,830$111,053$18,509iApproximate average salary by contribution assumption: employee only about $462,721 at 4% or $308,481 at 6%; with 50% employer match about $308,481 at 4% or $205,654 at 6%; with 100% employer match about $231,360 at 4% or $154,240 at 6%.
201826$488,635$133,907$22,318iApproximate average salary by contribution assumption: employee only about $557,946 at 4% or $371,964 at 6%; with 50% employer match about $371,964 at 4% or $247,976 at 6%; with 100% employer match about $278,973 at 4% or $185,982 at 6%.
Preferred Capital Management LLC 401(K) Profit Sharing Plan-6$487,067$130,165$21,694iApproximate average salary by contribution assumption: employee only about $542,354 at 4% or $361,569 at 6%; with 50% employer match about $361,569 at 4% or $241,046 at 6%; with 100% employer match about $271,177 at 4% or $180,785 at 6%.
PREFERRED CAPITAL MANAGEMENT SOCA BENEFIT PLAN-4$1,568$3,742$936iApproximate average salary by contribution assumption: employee only about $23,388 at 4% or $15,592 at 6%; with 50% employer match about $15,592 at 4% or $10,394 at 6%; with 100% employer match about $11,694 at 4% or $7,796 at 6%.
201726$403,047$136,796$22,799iApproximate average salary by contribution assumption: employee only about $569,983 at 4% or $379,989 at 6%; with 50% employer match about $379,989 at 4% or $253,326 at 6%; with 100% employer match about $284,992 at 4% or $189,994 at 6%.
Preferred Capital Management LLC 401(K) Profit Sharing Plan-6$396,585$103,294$17,216iApproximate average salary by contribution assumption: employee only about $430,392 at 4% or $286,928 at 6%; with 50% employer match about $286,928 at 4% or $191,285 at 6%; with 100% employer match about $215,196 at 4% or $143,464 at 6%.
PREFERRED CAPITAL MANAGEMENT SOCA BENEFIT PLAN-0$6,462$33,502-
201616$241,912$102,053$17,009iApproximate average salary by contribution assumption: employee only about $425,221 at 4% or $283,481 at 6%; with 50% employer match about $283,481 at 4% or $188,987 at 6%; with 100% employer match about $212,610 at 4% or $141,740 at 6%.
Preferred Capital Management LLC 401(K) Profit Sharing Plan-6$241,912$102,053$17,009iApproximate average salary by contribution assumption: employee only about $425,221 at 4% or $283,481 at 6%; with 50% employer match about $283,481 at 4% or $188,987 at 6%; with 100% employer match about $212,610 at 4% or $141,740 at 6%.
201515$123,964$95,577$19,115iApproximate average salary by contribution assumption: employee only about $477,885 at 4% or $318,590 at 6%; with 50% employer match about $318,590 at 4% or $212,393 at 6%; with 100% employer match about $238,943 at 4% or $159,295 at 6%.
Preferred Capital Management LLC 401(K) Profit Sharing Plan-5$123,964$95,577$19,115iApproximate average salary by contribution assumption: employee only about $477,885 at 4% or $318,590 at 6%; with 50% employer match about $318,590 at 4% or $212,393 at 6%; with 100% employer match about $238,943 at 4% or $159,295 at 6%.
201414$31,587$31,394$7,849iApproximate average salary by contribution assumption: employee only about $196,213 at 4% or $130,808 at 6%; with 50% employer match about $130,808 at 4% or $87,206 at 6%; with 100% employer match about $98,106 at 4% or $65,404 at 6%.
Preferred Capital Management LLC 401(K) Profit Sharing Plan-4$31,587$31,394$7,849iApproximate average salary by contribution assumption: employee only about $196,213 at 4% or $130,808 at 6%; with 50% employer match about $130,808 at 4% or $87,206 at 6%; with 100% employer match about $98,106 at 4% or $65,404 at 6%.