Civic Intelligence

Paragon Advisors Inc

Plan context: PARAGON ADVISORS, INC. 401(K) PLAN

EIN 34-1844573 • Shaker Heights, OH • 22 filings • 7 plans

3401 Tuttle Rd.Suite 290Shaker Heights, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$5,542,692

2024 Contributions

$375,024

Historical Graphs

Total Assets Over Time

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

$5,685,605$2,842,803$0199920102023YearValue
$5,542,692Latest year 2023

Participants Over Time

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

40200199920092023YearValue
34Latest year 2023

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
202410$0$375,024-
PARAGON ADVISORS, INC. 401(K) PLAN-0$0$375,024-
2023134$5,542,692$385,406$11,335iApproximate average salary by contribution assumption: employee only about $283,387 at 4% or $188,925 at 6%; with 50% employer match about $188,925 at 4% or $125,950 at 6%; with 100% employer match about $141,693 at 4% or $94,462 at 6%.
PARAGON ADVISORS, INC. 401(K) PLAN-34$5,542,692$385,406$11,335iApproximate average salary by contribution assumption: employee only about $283,387 at 4% or $188,925 at 6%; with 50% employer match about $188,925 at 4% or $125,950 at 6%; with 100% employer match about $141,693 at 4% or $94,462 at 6%.
2022133$4,626,320$340,021$10,304iApproximate average salary by contribution assumption: employee only about $257,592 at 4% or $171,728 at 6%; with 50% employer match about $171,728 at 4% or $114,485 at 6%; with 100% employer match about $128,796 at 4% or $85,864 at 6%.
PARAGON ADVISORS, INC. 401(K) PLAN-33$4,626,320$340,021$10,304iApproximate average salary by contribution assumption: employee only about $257,592 at 4% or $171,728 at 6%; with 50% employer match about $171,728 at 4% or $114,485 at 6%; with 100% employer match about $128,796 at 4% or $85,864 at 6%.
2021140$5,177,457$336,280$8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%.
PARAGON ADVISORS, INC. 401(K) PLAN-40$5,177,457$336,280$8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%.
201610$0$144,779-
Paragon Advisors Inc. 401K Profit Sharing Plan-0$0$144,779-
2015135$5,227,810$365,762$10,450iApproximate average salary by contribution assumption: employee only about $261,259 at 4% or $174,172 at 6%; with 50% employer match about $174,172 at 4% or $116,115 at 6%; with 100% employer match about $130,629 at 4% or $87,086 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-35$5,227,810$365,762$10,450iApproximate average salary by contribution assumption: employee only about $261,259 at 4% or $174,172 at 6%; with 50% employer match about $174,172 at 4% or $116,115 at 6%; with 100% employer match about $130,629 at 4% or $87,086 at 6%.
2014135$5,685,605$618,622$17,675iApproximate average salary by contribution assumption: employee only about $441,873 at 4% or $294,582 at 6%; with 50% employer match about $294,582 at 4% or $196,388 at 6%; with 100% employer match about $220,936 at 4% or $147,291 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-35$5,685,605$618,622$17,675iApproximate average salary by contribution assumption: employee only about $441,873 at 4% or $294,582 at 6%; with 50% employer match about $294,582 at 4% or $196,388 at 6%; with 100% employer match about $220,936 at 4% or $147,291 at 6%.
2013129$5,562,582$325,676$11,230iApproximate average salary by contribution assumption: employee only about $280,755 at 4% or $187,170 at 6%; with 50% employer match about $187,170 at 4% or $124,780 at 6%; with 100% employer match about $140,378 at 4% or $93,585 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-29$5,562,582$325,676$11,230iApproximate average salary by contribution assumption: employee only about $280,755 at 4% or $187,170 at 6%; with 50% employer match about $187,170 at 4% or $124,780 at 6%; with 100% employer match about $140,378 at 4% or $93,585 at 6%.
2012133$4,611,824$314,847$9,541iApproximate average salary by contribution assumption: employee only about $238,520 at 4% or $159,014 at 6%; with 50% employer match about $159,014 at 4% or $106,009 at 6%; with 100% employer match about $119,260 at 4% or $79,507 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-33$4,611,824$314,847$9,541iApproximate average salary by contribution assumption: employee only about $238,520 at 4% or $159,014 at 6%; with 50% employer match about $159,014 at 4% or $106,009 at 6%; with 100% employer match about $119,260 at 4% or $79,507 at 6%.
2011134$3,893,470$333,578$9,811iApproximate average salary by contribution assumption: employee only about $245,278 at 4% or $163,519 at 6%; with 50% employer match about $163,519 at 4% or $109,012 at 6%; with 100% employer match about $122,639 at 4% or $81,759 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-34$3,893,470$333,578$9,811iApproximate average salary by contribution assumption: employee only about $245,278 at 4% or $163,519 at 6%; with 50% employer match about $163,519 at 4% or $109,012 at 6%; with 100% employer match about $122,639 at 4% or $81,759 at 6%.
2010130$3,646,228$337,319$11,244iApproximate average salary by contribution assumption: employee only about $281,099 at 4% or $187,399 at 6%; with 50% employer match about $187,399 at 4% or $124,933 at 6%; with 100% employer match about $140,550 at 4% or $93,700 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-30$3,646,228$337,319$11,244iApproximate average salary by contribution assumption: employee only about $281,099 at 4% or $187,399 at 6%; with 50% employer match about $187,399 at 4% or $124,933 at 6%; with 100% employer match about $140,550 at 4% or $93,700 at 6%.
2009133$2,939,422$330,143$10,004iApproximate average salary by contribution assumption: employee only about $250,108 at 4% or $166,739 at 6%; with 50% employer match about $166,739 at 4% or $111,159 at 6%; with 100% employer match about $125,054 at 4% or $83,369 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-33$2,939,422$330,143$10,004iApproximate average salary by contribution assumption: employee only about $250,108 at 4% or $166,739 at 6%; with 50% employer match about $166,739 at 4% or $111,159 at 6%; with 100% employer match about $125,054 at 4% or $83,369 at 6%.
2008133$2,022,316$210,382$6,375iApproximate average salary by contribution assumption: employee only about $159,380 at 4% or $106,254 at 6%; with 50% employer match about $106,254 at 4% or $70,836 at 6%; with 100% employer match about $79,690 at 4% or $53,127 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-33$2,022,316$210,382$6,375iApproximate average salary by contribution assumption: employee only about $159,380 at 4% or $106,254 at 6%; with 50% employer match about $106,254 at 4% or $70,836 at 6%; with 100% employer match about $79,690 at 4% or $53,127 at 6%.
2007135$0$0-
Paragon Advisors Inc. 401K Profit Sharing Plan-35---
2006129$2,623,187$360,825$12,442iApproximate average salary by contribution assumption: employee only about $311,056 at 4% or $207,371 at 6%; with 50% employer match about $207,371 at 4% or $138,247 at 6%; with 100% employer match about $155,528 at 4% or $103,685 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-29$2,623,187$360,825$12,442iApproximate average salary by contribution assumption: employee only about $311,056 at 4% or $207,371 at 6%; with 50% employer match about $207,371 at 4% or $138,247 at 6%; with 100% employer match about $155,528 at 4% or $103,685 at 6%.
2005123$1,948,363$221,719$9,640iApproximate average salary by contribution assumption: employee only about $240,999 at 4% or $160,666 at 6%; with 50% employer match about $160,666 at 4% or $107,111 at 6%; with 100% employer match about $120,499 at 4% or $80,333 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-23$1,948,363$221,719$9,640iApproximate average salary by contribution assumption: employee only about $240,999 at 4% or $160,666 at 6%; with 50% employer match about $160,666 at 4% or $107,111 at 6%; with 100% employer match about $120,499 at 4% or $80,333 at 6%.
2004117$1,664,909$156,452$9,203iApproximate average salary by contribution assumption: employee only about $230,076 at 4% or $153,384 at 6%; with 50% employer match about $153,384 at 4% or $102,256 at 6%; with 100% employer match about $115,038 at 4% or $76,692 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-17$1,664,909$156,452$9,203iApproximate average salary by contribution assumption: employee only about $230,076 at 4% or $153,384 at 6%; with 50% employer match about $153,384 at 4% or $102,256 at 6%; with 100% employer match about $115,038 at 4% or $76,692 at 6%.
2003118$1,451,989$133,537$7,419iApproximate average salary by contribution assumption: employee only about $185,468 at 4% or $123,645 at 6%; with 50% employer match about $123,645 at 4% or $82,430 at 6%; with 100% employer match about $92,734 at 4% or $61,823 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-18$1,451,989$133,537$7,419iApproximate average salary by contribution assumption: employee only about $185,468 at 4% or $123,645 at 6%; with 50% employer match about $123,645 at 4% or $82,430 at 6%; with 100% employer match about $92,734 at 4% or $61,823 at 6%.
2002116$947,764$126,326$7,895iApproximate average salary by contribution assumption: employee only about $197,384 at 4% or $131,590 at 6%; with 50% employer match about $131,590 at 4% or $87,726 at 6%; with 100% employer match about $98,692 at 4% or $65,795 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-16$947,764$126,326$7,895iApproximate average salary by contribution assumption: employee only about $197,384 at 4% or $131,590 at 6%; with 50% employer match about $131,590 at 4% or $87,726 at 6%; with 100% employer match about $98,692 at 4% or $65,795 at 6%.
2001114$0$0-
Paragon Advisors Inc. 401K Profit Sharing Plan-14---
2000113$1,193,959$244,120$18,778iApproximate average salary by contribution assumption: employee only about $469,462 at 4% or $312,974 at 6%; with 50% employer match about $312,974 at 4% or $208,650 at 6%; with 100% employer match about $234,731 at 4% or $156,487 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-13$1,193,959$244,120$18,778iApproximate average salary by contribution assumption: employee only about $469,462 at 4% or $312,974 at 6%; with 50% employer match about $312,974 at 4% or $208,650 at 6%; with 100% employer match about $234,731 at 4% or $156,487 at 6%.
1999111$1,807,706$68,221$6,202iApproximate average salary by contribution assumption: employee only about $155,048 at 4% or $103,365 at 6%; with 50% employer match about $103,365 at 4% or $68,910 at 6%; with 100% employer match about $77,524 at 4% or $51,683 at 6%.
Paragon Advisors Inc. 401K Profit Sharing Plan-11$1,807,706$68,221$6,202iApproximate average salary by contribution assumption: employee only about $155,048 at 4% or $103,365 at 6%; with 50% employer match about $103,365 at 4% or $68,910 at 6%; with 100% employer match about $77,524 at 4% or $51,683 at 6%.