Civic Intelligence

Pfg Ventures

Plan context: Pfg Ventures, DBA Proforma 401K Plan

EIN 34-1761487 • Independence, OH • 36 filings • 4 plans

8800 East Pleasant Valley RoadIndependence, OH 44131
Current Snapshot

Latest Year

2025

2025 Participants

156

2025 Assets

$13,919,108

2025 Contributions

$1,406,256

Historical Graphs

Total Assets Over Time

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

$14,726,660$7,363,330$0199920122024YearValue
$13,919,108Latest year 2024

Participants Over Time

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

177890199920122025YearValue
156Latest year 2025

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
20251156$0$0-
Pfg Ventures, L. P Health and Welfare Benefits Plan-156---
20242164$13,919,108$1,406,256$8,575iApproximate average salary by contribution assumption: employee only about $214,368 at 4% or $142,912 at 6%; with 50% employer match about $142,912 at 4% or $95,275 at 6%; with 100% employer match about $107,184 at 4% or $71,456 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-164$13,919,108$1,406,256$8,575iApproximate average salary by contribution assumption: employee only about $214,368 at 4% or $142,912 at 6%; with 50% employer match about $142,912 at 4% or $95,275 at 6%; with 100% employer match about $107,184 at 4% or $71,456 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-0---
20232157$14,383,661$1,307,149$8,326iApproximate average salary by contribution assumption: employee only about $208,145 at 4% or $138,763 at 6%; with 50% employer match about $138,763 at 4% or $92,509 at 6%; with 100% employer match about $104,072 at 4% or $69,382 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-154$14,383,661$1,307,149$8,488iApproximate average salary by contribution assumption: employee only about $212,200 at 4% or $141,466 at 6%; with 50% employer match about $141,466 at 4% or $94,311 at 6%; with 100% employer match about $106,100 at 4% or $70,733 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-157---
20222141$11,620,015$955,517$6,777iApproximate average salary by contribution assumption: employee only about $169,418 at 4% or $112,945 at 6%; with 50% employer match about $112,945 at 4% or $75,297 at 6%; with 100% employer match about $84,709 at 4% or $56,473 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-141$11,620,015$955,517$6,777iApproximate average salary by contribution assumption: employee only about $169,418 at 4% or $112,945 at 6%; with 50% employer match about $112,945 at 4% or $75,297 at 6%; with 100% employer match about $84,709 at 4% or $56,473 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-141---
20212131$14,726,660$866,013$6,611iApproximate average salary by contribution assumption: employee only about $165,270 at 4% or $110,180 at 6%; with 50% employer match about $110,180 at 4% or $73,453 at 6%; with 100% employer match about $82,635 at 4% or $55,090 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-131$14,726,660$866,013$6,611iApproximate average salary by contribution assumption: employee only about $165,270 at 4% or $110,180 at 6%; with 50% employer match about $110,180 at 4% or $73,453 at 6%; with 100% employer match about $82,635 at 4% or $55,090 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-127---
20202132$13,066,335$938,571$7,110iApproximate average salary by contribution assumption: employee only about $177,760 at 4% or $118,506 at 6%; with 50% employer match about $118,506 at 4% or $79,004 at 6%; with 100% employer match about $88,880 at 4% or $59,253 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-131$13,066,335$938,571$7,165iApproximate average salary by contribution assumption: employee only about $179,117 at 4% or $119,411 at 6%; with 50% employer match about $119,411 at 4% or $79,607 at 6%; with 100% employer match about $89,558 at 4% or $59,706 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-132---
20192161$10,127,436$893,241$5,548iApproximate average salary by contribution assumption: employee only about $138,702 at 4% or $92,468 at 6%; with 50% employer match about $92,468 at 4% or $61,645 at 6%; with 100% employer match about $69,351 at 4% or $46,234 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-160$10,127,436$893,241$5,583iApproximate average salary by contribution assumption: employee only about $139,569 at 4% or $93,046 at 6%; with 50% employer match about $93,046 at 4% or $62,031 at 6%; with 100% employer match about $69,784 at 4% or $46,523 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-161---
20182151$7,563,498$1,049,555$6,951iApproximate average salary by contribution assumption: employee only about $173,767 at 4% or $115,845 at 6%; with 50% employer match about $115,845 at 4% or $77,230 at 6%; with 100% employer match about $86,884 at 4% or $57,922 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-144$7,563,498$1,049,555$7,289iApproximate average salary by contribution assumption: employee only about $182,214 at 4% or $121,476 at 6%; with 50% employer match about $121,476 at 4% or $80,984 at 6%; with 100% employer match about $91,107 at 4% or $60,738 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-151---
20172149$7,356,370$681,192$4,572iApproximate average salary by contribution assumption: employee only about $114,294 at 4% or $76,196 at 6%; with 50% employer match about $76,196 at 4% or $50,797 at 6%; with 100% employer match about $57,147 at 4% or $38,098 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-149$7,356,370$681,192$4,572iApproximate average salary by contribution assumption: employee only about $114,294 at 4% or $76,196 at 6%; with 50% employer match about $76,196 at 4% or $50,797 at 6%; with 100% employer match about $57,147 at 4% or $38,098 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-142---
20162177$6,025,998$1,148,348$6,488iApproximate average salary by contribution assumption: employee only about $162,196 at 4% or $108,131 at 6%; with 50% employer match about $108,131 at 4% or $72,087 at 6%; with 100% employer match about $81,098 at 4% or $54,065 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-147$6,025,998$1,148,348$7,812iApproximate average salary by contribution assumption: employee only about $195,297 at 4% or $130,198 at 6%; with 50% employer match about $130,198 at 4% or $86,799 at 6%; with 100% employer match about $97,649 at 4% or $65,099 at 6%.
Pfg Ventures, L. P Health and Welfare Benefits Plan-177---
20151149$5,552,784$559,733$3,757iApproximate average salary by contribution assumption: employee only about $93,915 at 4% or $62,610 at 6%; with 50% employer match about $62,610 at 4% or $41,740 at 6%; with 100% employer match about $46,957 at 4% or $31,305 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-149$5,552,784$559,733$3,757iApproximate average salary by contribution assumption: employee only about $93,915 at 4% or $62,610 at 6%; with 50% employer match about $62,610 at 4% or $41,740 at 6%; with 100% employer match about $46,957 at 4% or $31,305 at 6%.
20141127$5,346,317$510,718$4,021iApproximate average salary by contribution assumption: employee only about $100,535 at 4% or $67,023 at 6%; with 50% employer match about $67,023 at 4% or $44,682 at 6%; with 100% employer match about $50,268 at 4% or $33,512 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-127$5,346,317$510,718$4,021iApproximate average salary by contribution assumption: employee only about $100,535 at 4% or $67,023 at 6%; with 50% employer match about $67,023 at 4% or $44,682 at 6%; with 100% employer match about $50,268 at 4% or $33,512 at 6%.
20131121$4,771,170$492,966$4,074iApproximate average salary by contribution assumption: employee only about $101,852 at 4% or $67,902 at 6%; with 50% employer match about $67,902 at 4% or $45,268 at 6%; with 100% employer match about $50,926 at 4% or $33,951 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-121$4,771,170$492,966$4,074iApproximate average salary by contribution assumption: employee only about $101,852 at 4% or $67,902 at 6%; with 50% employer match about $67,902 at 4% or $45,268 at 6%; with 100% employer match about $50,926 at 4% or $33,951 at 6%.
20121144$3,688,883$437,628$3,039iApproximate average salary by contribution assumption: employee only about $75,977 at 4% or $50,651 at 6%; with 50% employer match about $50,651 at 4% or $33,768 at 6%; with 100% employer match about $37,989 at 4% or $25,326 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-144$3,688,883$437,628$3,039iApproximate average salary by contribution assumption: employee only about $75,977 at 4% or $50,651 at 6%; with 50% employer match about $50,651 at 4% or $33,768 at 6%; with 100% employer match about $37,989 at 4% or $25,326 at 6%.
20111133$3,150,281$413,621$3,110iApproximate average salary by contribution assumption: employee only about $77,748 at 4% or $51,832 at 6%; with 50% employer match about $51,832 at 4% or $34,555 at 6%; with 100% employer match about $38,874 at 4% or $25,916 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-133$3,150,281$413,621$3,110iApproximate average salary by contribution assumption: employee only about $77,748 at 4% or $51,832 at 6%; with 50% employer match about $51,832 at 4% or $34,555 at 6%; with 100% employer match about $38,874 at 4% or $25,916 at 6%.
20101137$3,507,396$501,938$3,664iApproximate average salary by contribution assumption: employee only about $91,595 at 4% or $61,063 at 6%; with 50% employer match about $61,063 at 4% or $40,709 at 6%; with 100% employer match about $45,797 at 4% or $30,532 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-137$3,507,396$501,938$3,664iApproximate average salary by contribution assumption: employee only about $91,595 at 4% or $61,063 at 6%; with 50% employer match about $61,063 at 4% or $40,709 at 6%; with 100% employer match about $45,797 at 4% or $30,532 at 6%.
20091122$2,750,674$451,343$3,700iApproximate average salary by contribution assumption: employee only about $92,488 at 4% or $61,659 at 6%; with 50% employer match about $61,659 at 4% or $41,106 at 6%; with 100% employer match about $46,244 at 4% or $30,829 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-122$2,750,674$451,343$3,700iApproximate average salary by contribution assumption: employee only about $92,488 at 4% or $61,659 at 6%; with 50% employer match about $61,659 at 4% or $41,106 at 6%; with 100% employer match about $46,244 at 4% or $30,829 at 6%.
20081127$1,813,011$404,817$3,188iApproximate average salary by contribution assumption: employee only about $79,688 at 4% or $53,126 at 6%; with 50% employer match about $53,126 at 4% or $35,417 at 6%; with 100% employer match about $39,844 at 4% or $26,563 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-127$1,813,011$404,817$3,188iApproximate average salary by contribution assumption: employee only about $79,688 at 4% or $53,126 at 6%; with 50% employer match about $53,126 at 4% or $35,417 at 6%; with 100% employer match about $39,844 at 4% or $26,563 at 6%.
20071130$2,686,956$388,974$2,992iApproximate average salary by contribution assumption: employee only about $74,803 at 4% or $49,868 at 6%; with 50% employer match about $49,868 at 4% or $33,246 at 6%; with 100% employer match about $37,401 at 4% or $24,934 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-130$2,686,956$388,974$2,992iApproximate average salary by contribution assumption: employee only about $74,803 at 4% or $49,868 at 6%; with 50% employer match about $49,868 at 4% or $33,246 at 6%; with 100% employer match about $37,401 at 4% or $24,934 at 6%.
20061120$2,181,499$326,012$2,717iApproximate average salary by contribution assumption: employee only about $67,919 at 4% or $45,279 at 6%; with 50% employer match about $45,279 at 4% or $30,186 at 6%; with 100% employer match about $33,960 at 4% or $22,640 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-120$2,181,499$326,012$2,717iApproximate average salary by contribution assumption: employee only about $67,919 at 4% or $45,279 at 6%; with 50% employer match about $45,279 at 4% or $30,186 at 6%; with 100% employer match about $33,960 at 4% or $22,640 at 6%.
20051122$1,882,004$323,133$2,649iApproximate average salary by contribution assumption: employee only about $66,216 at 4% or $44,144 at 6%; with 50% employer match about $44,144 at 4% or $29,429 at 6%; with 100% employer match about $33,108 at 4% or $22,072 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-122$1,882,004$323,133$2,649iApproximate average salary by contribution assumption: employee only about $66,216 at 4% or $44,144 at 6%; with 50% employer match about $44,144 at 4% or $29,429 at 6%; with 100% employer match about $33,108 at 4% or $22,072 at 6%.
20041111$1,715,009$325,678$2,934iApproximate average salary by contribution assumption: employee only about $73,351 at 4% or $48,901 at 6%; with 50% employer match about $48,901 at 4% or $32,600 at 6%; with 100% employer match about $36,675 at 4% or $24,450 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-111$1,715,009$325,678$2,934iApproximate average salary by contribution assumption: employee only about $73,351 at 4% or $48,901 at 6%; with 50% employer match about $48,901 at 4% or $32,600 at 6%; with 100% employer match about $36,675 at 4% or $24,450 at 6%.
20031121$1,369,302$327,839$2,709iApproximate average salary by contribution assumption: employee only about $67,735 at 4% or $45,157 at 6%; with 50% employer match about $45,157 at 4% or $30,105 at 6%; with 100% employer match about $33,868 at 4% or $22,578 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-121$1,369,302$327,839$2,709iApproximate average salary by contribution assumption: employee only about $67,735 at 4% or $45,157 at 6%; with 50% employer match about $45,157 at 4% or $30,105 at 6%; with 100% employer match about $33,868 at 4% or $22,578 at 6%.
2002185$971,362$399,207$4,697iApproximate average salary by contribution assumption: employee only about $117,414 at 4% or $78,276 at 6%; with 50% employer match about $78,276 at 4% or $52,184 at 6%; with 100% employer match about $58,707 at 4% or $39,138 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-85$971,362$399,207$4,697iApproximate average salary by contribution assumption: employee only about $117,414 at 4% or $78,276 at 6%; with 50% employer match about $78,276 at 4% or $52,184 at 6%; with 100% employer match about $58,707 at 4% or $39,138 at 6%.
20011108$784,159$344,528$3,190iApproximate average salary by contribution assumption: employee only about $79,752 at 4% or $53,168 at 6%; with 50% employer match about $53,168 at 4% or $35,445 at 6%; with 100% employer match about $39,876 at 4% or $26,584 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-108$784,159$344,528$3,190iApproximate average salary by contribution assumption: employee only about $79,752 at 4% or $53,168 at 6%; with 50% employer match about $53,168 at 4% or $35,445 at 6%; with 100% employer match about $39,876 at 4% or $26,584 at 6%.
20001104$617,918$223,350$2,148iApproximate average salary by contribution assumption: employee only about $53,690 at 4% or $35,793 at 6%; with 50% employer match about $35,793 at 4% or $23,862 at 6%; with 100% employer match about $26,845 at 4% or $17,897 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-104$617,918$223,350$2,148iApproximate average salary by contribution assumption: employee only about $53,690 at 4% or $35,793 at 6%; with 50% employer match about $35,793 at 4% or $23,862 at 6%; with 100% employer match about $26,845 at 4% or $17,897 at 6%.
1999160$474,817$112,664$1,878iApproximate average salary by contribution assumption: employee only about $46,943 at 4% or $31,296 at 6%; with 50% employer match about $31,296 at 4% or $20,864 at 6%; with 100% employer match about $23,472 at 4% or $15,648 at 6%.
Pfg Ventures, DBA Proforma 401K Plan-60$474,817$112,664$1,878iApproximate average salary by contribution assumption: employee only about $46,943 at 4% or $31,296 at 6%; with 50% employer match about $31,296 at 4% or $20,864 at 6%; with 100% employer match about $23,472 at 4% or $15,648 at 6%.