Civic Intelligence

Preferred Financial Funding Inc.

Plan context: Preferred Financial Funding Profit Sharing 401K Plan

EIN 33-0154575 • 10 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$859,691

2009 Contributions

$4,645

Historical Graphs

Total Assets Over Time

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

$1,428,801$714,401$0199920042009YearValue
$859,691Latest year 2009

Participants Over Time

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

21110199920032008YearValue
3Latest year 2008

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
200910$859,691$0-
Preferred Financial Funding Profit Sharing 401K Plan--$859,691--
200813$1,130,614$4,645$1,548iApproximate average salary by contribution assumption: employee only about $38,708 at 4% or $25,806 at 6%; with 50% employer match about $25,806 at 4% or $17,204 at 6%; with 100% employer match about $19,354 at 4% or $12,903 at 6%.
Preferred Financial Funding Profit Sharing 401K Plan-3$1,130,614$4,645$1,548iApproximate average salary by contribution assumption: employee only about $38,708 at 4% or $25,806 at 6%; with 50% employer match about $25,806 at 4% or $17,204 at 6%; with 100% employer match about $19,354 at 4% or $12,903 at 6%.
200710$0$0-
Preferred Financial Funding Profit Sharing 401K Plan-0---
2006116$0$0-
Preferred Financial Funding Profit Sharing 401K Plan-16---
2004119$1,428,801$161,906$8,521iApproximate average salary by contribution assumption: employee only about $213,034 at 4% or $142,023 at 6%; with 50% employer match about $142,023 at 4% or $94,682 at 6%; with 100% employer match about $106,517 at 4% or $71,011 at 6%.
Preferred Financial Funding Profit Sharing 401K Plan-19$1,428,801$161,906$8,521iApproximate average salary by contribution assumption: employee only about $213,034 at 4% or $142,023 at 6%; with 50% employer match about $142,023 at 4% or $94,682 at 6%; with 100% employer match about $106,517 at 4% or $71,011 at 6%.
2003117$1,269,895$48,069$2,828iApproximate average salary by contribution assumption: employee only about $70,690 at 4% or $47,126 at 6%; with 50% employer match about $47,126 at 4% or $31,418 at 6%; with 100% employer match about $35,345 at 4% or $23,563 at 6%.
Preferred Financial Funding Profit Sharing 401K Plan-17$1,269,895$48,069$2,828iApproximate average salary by contribution assumption: employee only about $70,690 at 4% or $47,126 at 6%; with 50% employer match about $47,126 at 4% or $31,418 at 6%; with 100% employer match about $35,345 at 4% or $23,563 at 6%.
2002121$0$0-
Preferred Financial Funding Profit Sharing 401K Plan-21---
2001121$0$0-
Preferred Financial Funding Profit Sharing 401K Plan-21---
2000121$955,610$22,172$1,056iApproximate average salary by contribution assumption: employee only about $26,395 at 4% or $17,597 at 6%; with 50% employer match about $17,597 at 4% or $11,731 at 6%; with 100% employer match about $13,198 at 4% or $8,798 at 6%.
Preferred Financial Funding Profit Sharing 401K Plan-21$955,610$22,172$1,056iApproximate average salary by contribution assumption: employee only about $26,395 at 4% or $17,597 at 6%; with 50% employer match about $17,597 at 4% or $11,731 at 6%; with 100% employer match about $13,198 at 4% or $8,798 at 6%.
1999118$971,071$27,500$1,528iApproximate average salary by contribution assumption: employee only about $38,194 at 4% or $25,463 at 6%; with 50% employer match about $25,463 at 4% or $16,975 at 6%; with 100% employer match about $19,097 at 4% or $12,731 at 6%.
Preferred Financial Funding Profit Sharing 401K Plan-18$971,071$27,500$1,528iApproximate average salary by contribution assumption: employee only about $38,194 at 4% or $25,463 at 6%; with 50% employer match about $25,463 at 4% or $16,975 at 6%; with 100% employer match about $19,097 at 4% or $12,731 at 6%.