Civic Intelligence

Presidential Brokerage Inc.

Plan context: Presidential Brokerage Inc 401K Profit Sharing Plan && Trust

EIN 33-0469265 • 22 filings • 4 plans

Current Snapshot

Latest Year

2020

2020 Participants

20

2020 Assets

$1,715,004

2020 Contributions

$110,344

Historical Graphs

Total Assets Over Time

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

$1,950,355$975,178$0199920102020YearValue
$1,715,004Latest year 2020

Participants Over Time

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

43220199920102020YearValue
20Latest year 2020

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
2020120$1,715,004$110,344$5,517iApproximate average salary by contribution assumption: employee only about $137,930 at 4% or $91,953 at 6%; with 50% employer match about $91,953 at 4% or $61,302 at 6%; with 100% employer match about $68,965 at 4% or $45,977 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-20$1,715,004$110,344$5,517iApproximate average salary by contribution assumption: employee only about $137,930 at 4% or $91,953 at 6%; with 50% employer match about $91,953 at 4% or $61,302 at 6%; with 100% employer match about $68,965 at 4% or $45,977 at 6%.
2019122$1,871,160$109,703$4,987iApproximate average salary by contribution assumption: employee only about $124,663 at 4% or $83,108 at 6%; with 50% employer match about $83,108 at 4% or $55,406 at 6%; with 100% employer match about $62,331 at 4% or $41,554 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-22$1,871,160$109,703$4,987iApproximate average salary by contribution assumption: employee only about $124,663 at 4% or $83,108 at 6%; with 50% employer match about $83,108 at 4% or $55,406 at 6%; with 100% employer match about $62,331 at 4% or $41,554 at 6%.
2018124$1,543,483$105,221$4,384iApproximate average salary by contribution assumption: employee only about $109,605 at 4% or $73,070 at 6%; with 50% employer match about $73,070 at 4% or $48,713 at 6%; with 100% employer match about $54,803 at 4% or $36,535 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-24$1,543,483$105,221$4,384iApproximate average salary by contribution assumption: employee only about $109,605 at 4% or $73,070 at 6%; with 50% employer match about $73,070 at 4% or $48,713 at 6%; with 100% employer match about $54,803 at 4% or $36,535 at 6%.
2017128$1,683,989$104,037$3,716iApproximate average salary by contribution assumption: employee only about $92,890 at 4% or $61,927 at 6%; with 50% employer match about $61,927 at 4% or $41,285 at 6%; with 100% employer match about $46,445 at 4% or $30,963 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-28$1,683,989$104,037$3,716iApproximate average salary by contribution assumption: employee only about $92,890 at 4% or $61,927 at 6%; with 50% employer match about $61,927 at 4% or $41,285 at 6%; with 100% employer match about $46,445 at 4% or $30,963 at 6%.
2016138$1,791,222$184,692$4,860iApproximate average salary by contribution assumption: employee only about $121,508 at 4% or $81,005 at 6%; with 50% employer match about $81,005 at 4% or $54,004 at 6%; with 100% employer match about $60,754 at 4% or $40,503 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-38$1,791,222$184,692$4,860iApproximate average salary by contribution assumption: employee only about $121,508 at 4% or $81,005 at 6%; with 50% employer match about $81,005 at 4% or $54,004 at 6%; with 100% employer match about $60,754 at 4% or $40,503 at 6%.
2015142$1,950,355$303,713$7,231iApproximate average salary by contribution assumption: employee only about $180,782 at 4% or $120,521 at 6%; with 50% employer match about $120,521 at 4% or $80,347 at 6%; with 100% employer match about $90,391 at 4% or $60,261 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-42$1,950,355$303,713$7,231iApproximate average salary by contribution assumption: employee only about $180,782 at 4% or $120,521 at 6%; with 50% employer match about $120,521 at 4% or $80,347 at 6%; with 100% employer match about $90,391 at 4% or $60,261 at 6%.
2014137$1,770,422$257,562$6,961iApproximate average salary by contribution assumption: employee only about $174,028 at 4% or $116,019 at 6%; with 50% employer match about $116,019 at 4% or $77,346 at 6%; with 100% employer match about $87,014 at 4% or $58,009 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-37$1,770,422$257,562$6,961iApproximate average salary by contribution assumption: employee only about $174,028 at 4% or $116,019 at 6%; with 50% employer match about $116,019 at 4% or $77,346 at 6%; with 100% employer match about $87,014 at 4% or $58,009 at 6%.
2013133$1,507,125$180,149$5,459iApproximate average salary by contribution assumption: employee only about $136,477 at 4% or $90,984 at 6%; with 50% employer match about $90,984 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-33$1,507,125$180,149$5,459iApproximate average salary by contribution assumption: employee only about $136,477 at 4% or $90,984 at 6%; with 50% employer match about $90,984 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%.
2012127$1,386,875$197,060$7,299iApproximate average salary by contribution assumption: employee only about $182,463 at 4% or $121,642 at 6%; with 50% employer match about $121,642 at 4% or $81,095 at 6%; with 100% employer match about $91,231 at 4% or $60,821 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-27$1,386,875$197,060$7,299iApproximate average salary by contribution assumption: employee only about $182,463 at 4% or $121,642 at 6%; with 50% employer match about $121,642 at 4% or $81,095 at 6%; with 100% employer match about $91,231 at 4% or $60,821 at 6%.
2011127$1,285,418$125,381$4,644iApproximate average salary by contribution assumption: employee only about $116,094 at 4% or $77,396 at 6%; with 50% employer match about $77,396 at 4% or $51,597 at 6%; with 100% employer match about $58,047 at 4% or $38,698 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-27$1,285,418$125,381$4,644iApproximate average salary by contribution assumption: employee only about $116,094 at 4% or $77,396 at 6%; with 50% employer match about $77,396 at 4% or $51,597 at 6%; with 100% employer match about $58,047 at 4% or $38,698 at 6%.
2010122$1,232,375$85,209$3,873iApproximate average salary by contribution assumption: employee only about $96,828 at 4% or $64,552 at 6%; with 50% employer match about $64,552 at 4% or $43,035 at 6%; with 100% employer match about $48,414 at 4% or $32,276 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-22$1,232,375$85,209$3,873iApproximate average salary by contribution assumption: employee only about $96,828 at 4% or $64,552 at 6%; with 50% employer match about $64,552 at 4% or $43,035 at 6%; with 100% employer match about $48,414 at 4% or $32,276 at 6%.
2009125$1,206,691$92,057$3,682iApproximate average salary by contribution assumption: employee only about $92,057 at 4% or $61,371 at 6%; with 50% employer match about $61,371 at 4% or $40,914 at 6%; with 100% employer match about $46,029 at 4% or $30,686 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-25$1,206,691$92,057$3,682iApproximate average salary by contribution assumption: employee only about $92,057 at 4% or $61,371 at 6%; with 50% employer match about $61,371 at 4% or $40,914 at 6%; with 100% employer match about $46,029 at 4% or $30,686 at 6%.
2008133$955,158$178,858$5,420iApproximate average salary by contribution assumption: employee only about $135,498 at 4% or $90,332 at 6%; with 50% employer match about $90,332 at 4% or $60,222 at 6%; with 100% employer match about $67,749 at 4% or $45,166 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-33$955,158$178,858$5,420iApproximate average salary by contribution assumption: employee only about $135,498 at 4% or $90,332 at 6%; with 50% employer match about $90,332 at 4% or $60,222 at 6%; with 100% employer match about $67,749 at 4% or $45,166 at 6%.
2007131$1,169,107$127,991$4,129iApproximate average salary by contribution assumption: employee only about $103,219 at 4% or $68,812 at 6%; with 50% employer match about $68,812 at 4% or $45,875 at 6%; with 100% employer match about $51,609 at 4% or $34,406 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-31$1,169,107$127,991$4,129iApproximate average salary by contribution assumption: employee only about $103,219 at 4% or $68,812 at 6%; with 50% employer match about $68,812 at 4% or $45,875 at 6%; with 100% employer match about $51,609 at 4% or $34,406 at 6%.
2006130$1,203,972$154,793$5,160iApproximate average salary by contribution assumption: employee only about $128,994 at 4% or $85,996 at 6%; with 50% employer match about $85,996 at 4% or $57,331 at 6%; with 100% employer match about $64,497 at 4% or $42,998 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-30$1,203,972$154,793$5,160iApproximate average salary by contribution assumption: employee only about $128,994 at 4% or $85,996 at 6%; with 50% employer match about $85,996 at 4% or $57,331 at 6%; with 100% employer match about $64,497 at 4% or $42,998 at 6%.
2005143$961,635$166,620$3,875iApproximate average salary by contribution assumption: employee only about $96,872 at 4% or $64,581 at 6%; with 50% employer match about $64,581 at 4% or $43,054 at 6%; with 100% employer match about $48,436 at 4% or $32,291 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-43$961,635$166,620$3,875iApproximate average salary by contribution assumption: employee only about $96,872 at 4% or $64,581 at 6%; with 50% employer match about $64,581 at 4% or $43,054 at 6%; with 100% employer match about $48,436 at 4% or $32,291 at 6%.
2004140$897,407$167,443$4,186iApproximate average salary by contribution assumption: employee only about $104,652 at 4% or $69,768 at 6%; with 50% employer match about $69,768 at 4% or $46,512 at 6%; with 100% employer match about $52,326 at 4% or $34,884 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-40$897,407$167,443$4,186iApproximate average salary by contribution assumption: employee only about $104,652 at 4% or $69,768 at 6%; with 50% employer match about $69,768 at 4% or $46,512 at 6%; with 100% employer match about $52,326 at 4% or $34,884 at 6%.
2003140$709,568$136,582$3,415iApproximate average salary by contribution assumption: employee only about $85,364 at 4% or $56,909 at 6%; with 50% employer match about $56,909 at 4% or $37,939 at 6%; with 100% employer match about $42,682 at 4% or $28,455 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-40$709,568$136,582$3,415iApproximate average salary by contribution assumption: employee only about $85,364 at 4% or $56,909 at 6%; with 50% employer match about $56,909 at 4% or $37,939 at 6%; with 100% employer match about $42,682 at 4% or $28,455 at 6%.
2002138$482,887$136,736$3,598iApproximate average salary by contribution assumption: employee only about $89,958 at 4% or $59,972 at 6%; with 50% employer match about $59,972 at 4% or $39,981 at 6%; with 100% employer match about $44,979 at 4% or $29,986 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-38$482,887$136,736$3,598iApproximate average salary by contribution assumption: employee only about $89,958 at 4% or $59,972 at 6%; with 50% employer match about $59,972 at 4% or $39,981 at 6%; with 100% employer match about $44,979 at 4% or $29,986 at 6%.
2001134$448,817$118,974$3,499iApproximate average salary by contribution assumption: employee only about $87,481 at 4% or $58,321 at 6%; with 50% employer match about $58,321 at 4% or $38,880 at 6%; with 100% employer match about $43,740 at 4% or $29,160 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-34$448,817$118,974$3,499iApproximate average salary by contribution assumption: employee only about $87,481 at 4% or $58,321 at 6%; with 50% employer match about $58,321 at 4% or $38,880 at 6%; with 100% employer match about $43,740 at 4% or $29,160 at 6%.
2000131$447,937$189,616$6,117iApproximate average salary by contribution assumption: employee only about $152,916 at 4% or $101,944 at 6%; with 50% employer match about $101,944 at 4% or $67,963 at 6%; with 100% employer match about $76,458 at 4% or $50,972 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-31$447,937$189,616$6,117iApproximate average salary by contribution assumption: employee only about $152,916 at 4% or $101,944 at 6%; with 50% employer match about $101,944 at 4% or $67,963 at 6%; with 100% employer match about $76,458 at 4% or $50,972 at 6%.
1999141$308,672$121,257$2,957iApproximate average salary by contribution assumption: employee only about $73,937 at 4% or $49,291 at 6%; with 50% employer match about $49,291 at 4% or $32,861 at 6%; with 100% employer match about $36,969 at 4% or $24,646 at 6%.
Presidential Brokerage Inc 401K Profit Sharing Plan && Trust-41$308,672$121,257$2,957iApproximate average salary by contribution assumption: employee only about $73,937 at 4% or $49,291 at 6%; with 50% employer match about $49,291 at 4% or $32,861 at 6%; with 100% employer match about $36,969 at 4% or $24,646 at 6%.