Princeton Financial LLC
Plan context: Princeton Financial LLC Ebt Employee Benefit Fund & Trust
EIN 33-0549122 • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$22,244
2024 Contributions
$68,997
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 | 1 | $0 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | - | - | - |
| 2023 | 1 | 1 | $0 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | - | - | - |
| 2022 | 1 | 1 | $22,244 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $22,244 | - | - |
| 2021 | 1 | 1 | $64,737 | $68,997 | $68,997iApproximate average salary by contribution assumption: employee only about $1,724,925 at 4% or $1,149,950 at 6%; with 50% employer match about $1,149,950 at 4% or $766,633 at 6%; with 100% employer match about $862,463 at 4% or $574,975 at 6%. |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $64,737 | $68,997 | $68,997iApproximate average salary by contribution assumption: employee only about $1,724,925 at 4% or $1,149,950 at 6%; with 50% employer match about $1,149,950 at 4% or $766,633 at 6%; with 100% employer match about $862,463 at 4% or $574,975 at 6%. |
| 2020 | 1 | 1 | $109,169 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $109,169 | - | - |
| 2019 | 1 | 1 | $285,936 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $285,936 | - | - |
| 2018 | 1 | 1 | $368,786 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $368,786 | - | - |
| 2017 | 1 | 1 | $517,229 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $517,229 | - | - |
| 2016 | 1 | 1 | $568,207 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $568,207 | - | - |
| 2015 | 1 | 1 | $685,564 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $685,564 | - | - |
| 2014 | 1 | 0 | $872,260 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | - | $872,260 | - | - |
| 2013 | 1 | 1 | $791,734 | $251,500 | $251,500iApproximate average salary by contribution assumption: employee only about $6,287,500 at 4% or $4,191,667 at 6%; with 50% employer match about $4,191,667 at 4% or $2,794,444 at 6%; with 100% employer match about $3,143,750 at 4% or $2,095,833 at 6%. |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $791,734 | $251,500 | $251,500iApproximate average salary by contribution assumption: employee only about $6,287,500 at 4% or $4,191,667 at 6%; with 50% employer match about $4,191,667 at 4% or $2,794,444 at 6%; with 100% employer match about $3,143,750 at 4% or $2,095,833 at 6%. |
| 2012 | 1 | 1 | $593,338 | $0 | - |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | $593,338 | - | - |
| 2011 | 1 | 1 | $0 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | - | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| 2010 | 1 | 1 | $0 | $501,500 | $501,500iApproximate average salary by contribution assumption: employee only about $12,537,500 at 4% or $8,358,333 at 6%; with 50% employer match about $8,358,333 at 4% or $5,572,222 at 6%; with 100% employer match about $6,268,750 at 4% or $4,179,167 at 6%. |
| Princeton Financial LLC Ebt Employee Benefit Fund & Trust | - | 1 | - | $501,500 | $501,500iApproximate average salary by contribution assumption: employee only about $12,537,500 at 4% or $8,358,333 at 6%; with 50% employer match about $8,358,333 at 4% or $5,572,222 at 6%; with 100% employer match about $6,268,750 at 4% or $4,179,167 at 6%. |
| 2008 | 1 | 1 | $2,714,754 | $66,000 | $66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%. |
| Princeton Financial LLC, 401K Profit Sharing Plan | - | 1 | $2,714,754 | $66,000 | $66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%. |
| 2007 | 1 | 1 | $3,051,489 | $0 | - |
| Princeton Financial LLC, 401K Profit Sharing Plan | - | 1 | $3,051,489 | - | - |
| 2006 | 1 | 1 | $2,856,471 | $0 | - |
| Princeton Financial LLC, 401K Profit Sharing Plan | - | 1 | $2,856,471 | - | - |
| 2005 | 1 | 1 | $2,632,333 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Princeton Financial LLC, 401K Profit Sharing Plan | - | 1 | $2,632,333 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2004 | 2 | 1 | $2,158,740 | $1,968,437 | $1,968,437iApproximate average salary by contribution assumption: employee only about $49,210,925 at 4% or $32,807,283 at 6%; with 50% employer match about $32,807,283 at 4% or $21,871,522 at 6%; with 100% employer match about $24,605,463 at 4% or $16,403,642 at 6%. |
| Princeton Financial LLC, 401K Profit Sharing Plan | - | 1 | $2,158,740 | $1,968,437 | $1,968,437iApproximate average salary by contribution assumption: employee only about $49,210,925 at 4% or $32,807,283 at 6%; with 50% employer match about $32,807,283 at 4% or $21,871,522 at 6%; with 100% employer match about $24,605,463 at 4% or $16,403,642 at 6%. |
| Princeton Financial LLC Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2003 | 1 | 1 | $1,852,176 | $176,917 | $176,917iApproximate average salary by contribution assumption: employee only about $4,422,925 at 4% or $2,948,617 at 6%; with 50% employer match about $2,948,617 at 4% or $1,965,744 at 6%; with 100% employer match about $2,211,463 at 4% or $1,474,308 at 6%. |
| Princeton Financial LLC Defined Benefit Pension Plan | - | 1 | $1,852,176 | $176,917 | $176,917iApproximate average salary by contribution assumption: employee only about $4,422,925 at 4% or $2,948,617 at 6%; with 50% employer match about $2,948,617 at 4% or $1,965,744 at 6%; with 100% employer match about $2,211,463 at 4% or $1,474,308 at 6%. |
| 2002 | 1 | 1 | $1,474,252 | $226,638 | $226,638iApproximate average salary by contribution assumption: employee only about $5,665,950 at 4% or $3,777,300 at 6%; with 50% employer match about $3,777,300 at 4% or $2,518,200 at 6%; with 100% employer match about $2,832,975 at 4% or $1,888,650 at 6%. |
| Princeton Financial LLC Defined Benefit Pension Plan | - | 1 | $1,474,252 | $226,638 | $226,638iApproximate average salary by contribution assumption: employee only about $5,665,950 at 4% or $3,777,300 at 6%; with 50% employer match about $3,777,300 at 4% or $2,518,200 at 6%; with 100% employer match about $2,832,975 at 4% or $1,888,650 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Princeton Financial LLC Defined Benefit Pension Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $831,435 | $107,656 | $107,656iApproximate average salary by contribution assumption: employee only about $2,691,400 at 4% or $1,794,267 at 6%; with 50% employer match about $1,794,267 at 4% or $1,196,178 at 6%; with 100% employer match about $1,345,700 at 4% or $897,133 at 6%. |
| Princeton Financial LLC Defined Benefit Pension Plan | - | 1 | $831,435 | $107,656 | $107,656iApproximate average salary by contribution assumption: employee only about $2,691,400 at 4% or $1,794,267 at 6%; with 50% employer match about $1,794,267 at 4% or $1,196,178 at 6%; with 100% employer match about $1,345,700 at 4% or $897,133 at 6%. |
| 1999 | 1 | 1 | $596,848 | $217,891 | $217,891iApproximate average salary by contribution assumption: employee only about $5,447,275 at 4% or $3,631,517 at 6%; with 50% employer match about $3,631,517 at 4% or $2,421,011 at 6%; with 100% employer match about $2,723,638 at 4% or $1,815,758 at 6%. |
| Princeton Financial LLC Defined Benefit Pension Plan | - | 1 | $596,848 | $217,891 | $217,891iApproximate average salary by contribution assumption: employee only about $5,447,275 at 4% or $3,631,517 at 6%; with 50% employer match about $3,631,517 at 4% or $2,421,011 at 6%; with 100% employer match about $2,723,638 at 4% or $1,815,758 at 6%. |