Civic Intelligence

Platinum Financial LLC

Plan context: Platinum Financial LLC 401(K) Plan

EIN 33-1046890 • Grants Pass, OR • 19 filings • 3 plans

752 NW Sixth StGrants Pass, OR 97526-1524
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,354,608

2024 Contributions

$33,554

Historical Graphs

Total Assets Over Time

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

$3,354,608$1,677,304$0200920172024YearValue
$3,354,608Latest year 2024

Participants Over Time

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

530200920172024YearValue
4Latest 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
202414$3,354,608$33,554$8,389iApproximate average salary by contribution assumption: employee only about $209,713 at 4% or $139,808 at 6%; with 50% employer match about $139,808 at 4% or $93,206 at 6%; with 100% employer match about $104,856 at 4% or $69,904 at 6%.
Platinum Financial LLC 401(K) Plan-4$3,354,608$33,554$8,389iApproximate average salary by contribution assumption: employee only about $209,713 at 4% or $139,808 at 6%; with 50% employer match about $139,808 at 4% or $93,206 at 6%; with 100% employer match about $104,856 at 4% or $69,904 at 6%.
202314$3,200,108$40,065$10,016iApproximate average salary by contribution assumption: employee only about $250,406 at 4% or $166,938 at 6%; with 50% employer match about $166,938 at 4% or $111,292 at 6%; with 100% employer match about $125,203 at 4% or $83,469 at 6%.
Platinum Financial LLC 401(K) Plan-4$3,200,108$40,065$10,016iApproximate average salary by contribution assumption: employee only about $250,406 at 4% or $166,938 at 6%; with 50% employer match about $166,938 at 4% or $111,292 at 6%; with 100% employer match about $125,203 at 4% or $83,469 at 6%.
202224$3,144,338$515,817$128,954iApproximate average salary by contribution assumption: employee only about $3,223,856 at 4% or $2,149,238 at 6%; with 50% employer match about $2,149,238 at 4% or $1,432,825 at 6%; with 100% employer match about $1,611,928 at 4% or $1,074,619 at 6%.
Platinum Financial LLC 401(K) Plan-4$3,144,338$496,930$124,233iApproximate average salary by contribution assumption: employee only about $3,105,813 at 4% or $2,070,542 at 6%; with 50% employer match about $2,070,542 at 4% or $1,380,361 at 6%; with 100% employer match about $1,552,906 at 4% or $1,035,271 at 6%.
PLATINUM FINANCIAL, LLC CASH BALANCE PLAN-0$0$18,887-
202124$2,662,155$392,267$98,067iApproximate average salary by contribution assumption: employee only about $2,451,669 at 4% or $1,634,446 at 6%; with 50% employer match about $1,634,446 at 4% or $1,089,631 at 6%; with 100% employer match about $1,225,834 at 4% or $817,223 at 6%.
Platinum Financial LLC 401(K) Plan-4$2,235,132$61,557$15,389iApproximate average salary by contribution assumption: employee only about $384,731 at 4% or $256,488 at 6%; with 50% employer match about $256,488 at 4% or $170,992 at 6%; with 100% employer match about $192,366 at 4% or $128,244 at 6%.
PLATINUM FINANCIAL, LLC CASH BALANCE PLAN-2$427,023$330,710$165,355iApproximate average salary by contribution assumption: employee only about $4,133,875 at 4% or $2,755,917 at 6%; with 50% employer match about $2,755,917 at 4% or $1,837,278 at 6%; with 100% employer match about $2,066,938 at 4% or $1,377,958 at 6%.
202024$1,937,725$160,793$40,198iApproximate average salary by contribution assumption: employee only about $1,004,956 at 4% or $669,971 at 6%; with 50% employer match about $669,971 at 4% or $446,647 at 6%; with 100% employer match about $502,478 at 4% or $334,985 at 6%.
Platinum Financial LLC 401(K) Plan-4$1,837,725$60,793$15,198iApproximate average salary by contribution assumption: employee only about $379,956 at 4% or $253,304 at 6%; with 50% employer match about $253,304 at 4% or $168,869 at 6%; with 100% employer match about $189,978 at 4% or $126,652 at 6%.
PLATINUM FINANCIAL, LLC CASH BALANCE PLAN-4$100,000$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201913$1,765,271$69,567$23,189iApproximate average salary by contribution assumption: employee only about $579,725 at 4% or $386,483 at 6%; with 50% employer match about $386,483 at 4% or $257,656 at 6%; with 100% employer match about $289,863 at 4% or $193,242 at 6%.
Platinum Financial LLC 401(K) Plan-3$1,765,271$69,567$23,189iApproximate average salary by contribution assumption: employee only about $579,725 at 4% or $386,483 at 6%; with 50% employer match about $386,483 at 4% or $257,656 at 6%; with 100% employer match about $289,863 at 4% or $193,242 at 6%.
201814$1,657,683$71,995$17,999iApproximate average salary by contribution assumption: employee only about $449,969 at 4% or $299,979 at 6%; with 50% employer match about $299,979 at 4% or $199,986 at 6%; with 100% employer match about $224,984 at 4% or $149,990 at 6%.
Platinum Financial LLC 401(K) Plan-4$1,657,683$71,995$17,999iApproximate average salary by contribution assumption: employee only about $449,969 at 4% or $299,979 at 6%; with 50% employer match about $299,979 at 4% or $199,986 at 6%; with 100% employer match about $224,984 at 4% or $149,990 at 6%.
201714$1,501,686$51,781$12,945iApproximate average salary by contribution assumption: employee only about $323,631 at 4% or $215,754 at 6%; with 50% employer match about $215,754 at 4% or $143,836 at 6%; with 100% employer match about $161,816 at 4% or $107,877 at 6%.
Platinum Financial LLC 401(K) Plan-4$1,501,686$51,781$12,945iApproximate average salary by contribution assumption: employee only about $323,631 at 4% or $215,754 at 6%; with 50% employer match about $215,754 at 4% or $143,836 at 6%; with 100% employer match about $161,816 at 4% or $107,877 at 6%.
201615$1,474,796$52,194$10,439iApproximate average salary by contribution assumption: employee only about $260,970 at 4% or $173,980 at 6%; with 50% employer match about $173,980 at 4% or $115,987 at 6%; with 100% employer match about $130,485 at 4% or $86,990 at 6%.
Platinum Financial LLC 401(K) Plan-5$1,474,796$52,194$10,439iApproximate average salary by contribution assumption: employee only about $260,970 at 4% or $173,980 at 6%; with 50% employer match about $173,980 at 4% or $115,987 at 6%; with 100% employer match about $130,485 at 4% or $86,990 at 6%.
201514$1,151,370$50,901$12,725iApproximate average salary by contribution assumption: employee only about $318,131 at 4% or $212,088 at 6%; with 50% employer match about $212,088 at 4% or $141,392 at 6%; with 100% employer match about $159,066 at 4% or $106,044 at 6%.
Platinum Financial LLC 401(K) Plan-4$1,151,370$50,901$12,725iApproximate average salary by contribution assumption: employee only about $318,131 at 4% or $212,088 at 6%; with 50% employer match about $212,088 at 4% or $141,392 at 6%; with 100% employer match about $159,066 at 4% or $106,044 at 6%.
201414$1,063,159$49,197$12,299iApproximate average salary by contribution assumption: employee only about $307,481 at 4% or $204,988 at 6%; with 50% employer match about $204,988 at 4% or $136,658 at 6%; with 100% employer match about $153,741 at 4% or $102,494 at 6%.
Platinum Financial LLC 401(K) Plan-4$1,063,159$49,197$12,299iApproximate average salary by contribution assumption: employee only about $307,481 at 4% or $204,988 at 6%; with 50% employer match about $204,988 at 4% or $136,658 at 6%; with 100% employer match about $153,741 at 4% or $102,494 at 6%.
201313$826,742$47,261$15,754iApproximate average salary by contribution assumption: employee only about $393,842 at 4% or $262,561 at 6%; with 50% employer match about $262,561 at 4% or $175,041 at 6%; with 100% employer match about $196,921 at 4% or $131,281 at 6%.
Platinum Financial LLC 401(K) Plan-3$826,742$47,261$15,754iApproximate average salary by contribution assumption: employee only about $393,842 at 4% or $262,561 at 6%; with 50% employer match about $262,561 at 4% or $175,041 at 6%; with 100% employer match about $196,921 at 4% or $131,281 at 6%.
201213$671,326$48,351$16,117iApproximate average salary by contribution assumption: employee only about $402,925 at 4% or $268,617 at 6%; with 50% employer match about $268,617 at 4% or $179,078 at 6%; with 100% employer match about $201,463 at 4% or $134,308 at 6%.
Platinum Financial LLC 401(K) Plan-3$671,326$48,351$16,117iApproximate average salary by contribution assumption: employee only about $402,925 at 4% or $268,617 at 6%; with 50% employer match about $268,617 at 4% or $179,078 at 6%; with 100% employer match about $201,463 at 4% or $134,308 at 6%.
201113$669,949$39,727$13,242iApproximate average salary by contribution assumption: employee only about $331,058 at 4% or $220,706 at 6%; with 50% employer match about $220,706 at 4% or $147,137 at 6%; with 100% employer match about $165,529 at 4% or $110,353 at 6%.
Platinum Financial LLC 401(K) Plan-3$669,949$39,727$13,242iApproximate average salary by contribution assumption: employee only about $331,058 at 4% or $220,706 at 6%; with 50% employer match about $220,706 at 4% or $147,137 at 6%; with 100% employer match about $165,529 at 4% or $110,353 at 6%.
201013$382,620$18,629$6,210iApproximate average salary by contribution assumption: employee only about $155,242 at 4% or $103,494 at 6%; with 50% employer match about $103,494 at 4% or $68,996 at 6%; with 100% employer match about $77,621 at 4% or $51,747 at 6%.
Platinum Financial LLC 401(K) Plan-3$382,620$18,629$6,210iApproximate average salary by contribution assumption: employee only about $155,242 at 4% or $103,494 at 6%; with 50% employer match about $103,494 at 4% or $68,996 at 6%; with 100% employer match about $77,621 at 4% or $51,747 at 6%.
200913$285,020$41,556$13,852iApproximate average salary by contribution assumption: employee only about $346,300 at 4% or $230,867 at 6%; with 50% employer match about $230,867 at 4% or $153,911 at 6%; with 100% employer match about $173,150 at 4% or $115,433 at 6%.
Platinum Financial LLC 401(K) Plan-3$285,020$41,556$13,852iApproximate average salary by contribution assumption: employee only about $346,300 at 4% or $230,867 at 6%; with 50% employer match about $230,867 at 4% or $153,911 at 6%; with 100% employer match about $173,150 at 4% or $115,433 at 6%.