Private Client Services Group, LLC
Plan context: Private Client Services Group LLC Profit Sharing Plan
EIN 36-4336192 • South Hadley, MA • 18 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$45,626
2024 Contributions
$7,810
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 | $45,626 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 1 | $45,626 | - | - |
| 2023 | 1 | 1 | $47,275 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 1 | $47,275 | - | - |
| 2022 | 1 | 1 | $43,407 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 1 | $43,407 | - | - |
| 2021 | 1 | 1 | $36,375 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 1 | $36,375 | - | - |
| 2020 | 1 | 1 | $29,188 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 1 | $29,188 | - | - |
| 2014 | 1 | 1 | $26,778 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 1 | $26,778 | - | - |
| 2013 | 1 | 2 | $28,663 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $28,663 | - | - |
| 2012 | 1 | 2 | $25,318 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $25,318 | - | - |
| 2011 | 1 | 2 | $23,335 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $23,335 | - | - |
| 2010 | 1 | 2 | $23,840 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $23,840 | - | - |
| 2009 | 1 | 2 | $22,318 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $22,318 | - | - |
| 2008 | 1 | 2 | $19,956 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $19,956 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $21,719 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $21,719 | - | - |
| 2005 | 1 | 2 | $20,850 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $20,850 | - | - |
| 2004 | 1 | 2 | $20,074 | $0 | - |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $20,074 | - | - |
| 2003 | 1 | 2 | $19,331 | $7,810 | $3,905iApproximate average salary by contribution assumption: employee only about $97,625 at 4% or $65,083 at 6%; with 50% employer match about $65,083 at 4% or $43,389 at 6%; with 100% employer match about $48,813 at 4% or $32,542 at 6%. |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $19,331 | $7,810 | $3,905iApproximate average salary by contribution assumption: employee only about $97,625 at 4% or $65,083 at 6%; with 50% employer match about $65,083 at 4% or $43,389 at 6%; with 100% employer match about $48,813 at 4% or $32,542 at 6%. |
| 2002 | 1 | 2 | $11,848 | $7,737 | $3,869iApproximate average salary by contribution assumption: employee only about $96,713 at 4% or $64,475 at 6%; with 50% employer match about $64,475 at 4% or $42,983 at 6%; with 100% employer match about $48,356 at 4% or $32,238 at 6%. |
| Private Client Services Group LLC Profit Sharing Plan | - | 2 | $11,848 | $7,737 | $3,869iApproximate average salary by contribution assumption: employee only about $96,713 at 4% or $64,475 at 6%; with 50% employer match about $64,475 at 4% or $42,983 at 6%; with 100% employer match about $48,356 at 4% or $32,238 at 6%. |