Civic Intelligence

Prizm Financial Advisors Inc.

Plan context: Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan

EIN 36-4394923 • Wheaton, IL • 28 filings • 3 plans

1745 S. Naperville Road,Suite 100Wheaton, IL 60189
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$4,033,552

2025 Contributions

$306,583

Historical Graphs

Total Assets Over Time

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

$4,117,363$2,058,682$0200820172025YearValue
$4,033,552Latest year 2025

Participants Over Time

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

1370200820172025YearValue
13Latest 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
2025213$4,033,552$306,583$23,583iApproximate average salary by contribution assumption: employee only about $589,583 at 4% or $393,055 at 6%; with 50% employer match about $393,055 at 4% or $262,037 at 6%; with 100% employer match about $294,791 at 4% or $196,528 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-13$2,734,660$106,583$8,199iApproximate average salary by contribution assumption: employee only about $204,967 at 4% or $136,645 at 6%; with 50% employer match about $136,645 at 4% or $91,097 at 6%; with 100% employer match about $102,484 at 4% or $68,322 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-7$1,298,892$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
2024210$3,917,349$479,741$47,974iApproximate average salary by contribution assumption: employee only about $1,199,353 at 4% or $799,568 at 6%; with 50% employer match about $799,568 at 4% or $533,046 at 6%; with 100% employer match about $599,676 at 4% or $399,784 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-10$2,257,628$164,741$16,474iApproximate average salary by contribution assumption: employee only about $411,852 at 4% or $274,568 at 6%; with 50% employer match about $274,568 at 4% or $183,046 at 6%; with 100% employer match about $205,926 at 4% or $137,284 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-8$1,659,721$315,000$39,375iApproximate average salary by contribution assumption: employee only about $984,375 at 4% or $656,250 at 6%; with 50% employer match about $656,250 at 4% or $437,500 at 6%; with 100% employer match about $492,188 at 4% or $328,125 at 6%.
2023211$4,117,363$184,327$16,757iApproximate average salary by contribution assumption: employee only about $418,925 at 4% or $279,283 at 6%; with 50% employer match about $279,283 at 4% or $186,189 at 6%; with 100% employer match about $209,463 at 4% or $139,642 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-11$2,868,616$181,524$16,502iApproximate average salary by contribution assumption: employee only about $412,555 at 4% or $275,036 at 6%; with 50% employer match about $275,036 at 4% or $183,358 at 6%; with 100% employer match about $206,277 at 4% or $137,518 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-4$1,248,747$2,803$701iApproximate average salary by contribution assumption: employee only about $17,519 at 4% or $11,679 at 6%; with 50% employer match about $11,679 at 4% or $7,786 at 6%; with 100% employer match about $8,759 at 4% or $5,840 at 6%.
2022210$3,357,353$180,795$18,080iApproximate average salary by contribution assumption: employee only about $451,988 at 4% or $301,325 at 6%; with 50% employer match about $301,325 at 4% or $200,883 at 6%; with 100% employer match about $225,994 at 4% or $150,663 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-10$2,263,546$175,234$17,523iApproximate average salary by contribution assumption: employee only about $438,085 at 4% or $292,057 at 6%; with 50% employer match about $292,057 at 4% or $194,704 at 6%; with 100% employer match about $219,043 at 4% or $146,028 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-4$1,093,807$5,561$1,390iApproximate average salary by contribution assumption: employee only about $34,756 at 4% or $23,171 at 6%; with 50% employer match about $23,171 at 4% or $15,447 at 6%; with 100% employer match about $17,378 at 4% or $11,585 at 6%.
2021210$3,610,919$161,966$16,197iApproximate average salary by contribution assumption: employee only about $404,915 at 4% or $269,943 at 6%; with 50% employer match about $269,943 at 4% or $179,962 at 6%; with 100% employer match about $202,458 at 4% or $134,972 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-10$2,541,667$151,966$15,197iApproximate average salary by contribution assumption: employee only about $379,915 at 4% or $253,277 at 6%; with 50% employer match about $253,277 at 4% or $168,851 at 6%; with 100% employer match about $189,958 at 4% or $126,638 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-4$1,069,252$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
202029$3,287,568$169,145$18,794iApproximate average salary by contribution assumption: employee only about $469,847 at 4% or $313,231 at 6%; with 50% employer match about $313,231 at 4% or $208,821 at 6%; with 100% employer match about $234,924 at 4% or $156,616 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-9$2,316,912$139,145$15,461iApproximate average salary by contribution assumption: employee only about $386,514 at 4% or $257,676 at 6%; with 50% employer match about $257,676 at 4% or $171,784 at 6%; with 100% employer match about $193,257 at 4% or $128,838 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-4$970,656$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201929$2,837,785$294,531$32,726iApproximate average salary by contribution assumption: employee only about $818,142 at 4% or $545,428 at 6%; with 50% employer match about $545,428 at 4% or $363,619 at 6%; with 100% employer match about $409,071 at 4% or $272,714 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-9$1,874,161$130,533$14,504iApproximate average salary by contribution assumption: employee only about $362,592 at 4% or $241,728 at 6%; with 50% employer match about $241,728 at 4% or $161,152 at 6%; with 100% employer match about $181,296 at 4% or $120,864 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-4$963,624$163,998$41,000iApproximate average salary by contribution assumption: employee only about $1,024,988 at 4% or $683,325 at 6%; with 50% employer match about $683,325 at 4% or $455,550 at 6%; with 100% employer match about $512,494 at 4% or $341,663 at 6%.
201829$2,129,370$284,044$31,560iApproximate average salary by contribution assumption: employee only about $789,011 at 4% or $526,007 at 6%; with 50% employer match about $526,007 at 4% or $350,672 at 6%; with 100% employer match about $394,506 at 4% or $263,004 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-9$1,393,711$129,151$14,350iApproximate average salary by contribution assumption: employee only about $358,753 at 4% or $239,169 at 6%; with 50% employer match about $239,169 at 4% or $159,446 at 6%; with 100% employer match about $179,376 at 4% or $119,584 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-4$735,659$154,893$38,723iApproximate average salary by contribution assumption: employee only about $968,081 at 4% or $645,388 at 6%; with 50% employer match about $645,388 at 4% or $430,258 at 6%; with 100% employer match about $484,041 at 4% or $322,694 at 6%.
201729$1,975,665$281,203$31,245iApproximate average salary by contribution assumption: employee only about $781,119 at 4% or $520,746 at 6%; with 50% employer match about $520,746 at 4% or $347,164 at 6%; with 100% employer match about $390,560 at 4% or $260,373 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-9$1,320,877$129,562$14,396iApproximate average salary by contribution assumption: employee only about $359,894 at 4% or $239,930 at 6%; with 50% employer match about $239,930 at 4% or $159,953 at 6%; with 100% employer match about $179,947 at 4% or $119,965 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-4$654,788$151,641$37,910iApproximate average salary by contribution assumption: employee only about $947,756 at 4% or $631,838 at 6%; with 50% employer match about $631,838 at 4% or $421,225 at 6%; with 100% employer match about $473,878 at 4% or $315,919 at 6%.
201628$1,693,576$282,261$35,283iApproximate average salary by contribution assumption: employee only about $882,066 at 4% or $588,044 at 6%; with 50% employer match about $588,044 at 4% or $392,029 at 6%; with 100% employer match about $441,033 at 4% or $294,022 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-8$1,218,524$131,168$16,396iApproximate average salary by contribution assumption: employee only about $409,900 at 4% or $273,267 at 6%; with 50% employer match about $273,267 at 4% or $182,178 at 6%; with 100% employer match about $204,950 at 4% or $136,633 at 6%.
Prizm Financial Advisors Inc. Cash Balance Pension Plan-4$475,052$151,093$37,773iApproximate average salary by contribution assumption: employee only about $944,331 at 4% or $629,554 at 6%; with 50% employer match about $629,554 at 4% or $419,703 at 6%; with 100% employer match about $472,166 at 4% or $314,777 at 6%.
201518$1,134,238$145,513$18,189iApproximate average salary by contribution assumption: employee only about $454,728 at 4% or $303,152 at 6%; with 50% employer match about $303,152 at 4% or $202,101 at 6%; with 100% employer match about $227,364 at 4% or $151,576 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-8$1,134,238$145,513$18,189iApproximate average salary by contribution assumption: employee only about $454,728 at 4% or $303,152 at 6%; with 50% employer match about $303,152 at 4% or $202,101 at 6%; with 100% employer match about $227,364 at 4% or $151,576 at 6%.
201415$998,932$123,257$24,651iApproximate average salary by contribution assumption: employee only about $616,285 at 4% or $410,857 at 6%; with 50% employer match about $410,857 at 4% or $273,904 at 6%; with 100% employer match about $308,143 at 4% or $205,428 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-5$998,932$123,257$24,651iApproximate average salary by contribution assumption: employee only about $616,285 at 4% or $410,857 at 6%; with 50% employer match about $410,857 at 4% or $273,904 at 6%; with 100% employer match about $308,143 at 4% or $205,428 at 6%.
201315$960,858$29,708$5,942iApproximate average salary by contribution assumption: employee only about $148,540 at 4% or $99,027 at 6%; with 50% employer match about $99,027 at 4% or $66,018 at 6%; with 100% employer match about $74,270 at 4% or $49,513 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-5$960,858$29,708$5,942iApproximate average salary by contribution assumption: employee only about $148,540 at 4% or $99,027 at 6%; with 50% employer match about $99,027 at 4% or $66,018 at 6%; with 100% employer match about $74,270 at 4% or $49,513 at 6%.
201215$901,431$59,943$11,989iApproximate average salary by contribution assumption: employee only about $299,715 at 4% or $199,810 at 6%; with 50% employer match about $199,810 at 4% or $133,207 at 6%; with 100% employer match about $149,858 at 4% or $99,905 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-5$901,431$59,943$11,989iApproximate average salary by contribution assumption: employee only about $299,715 at 4% or $199,810 at 6%; with 50% employer match about $199,810 at 4% or $133,207 at 6%; with 100% employer match about $149,858 at 4% or $99,905 at 6%.
201115$815,189$513,142$102,628iApproximate average salary by contribution assumption: employee only about $2,565,710 at 4% or $1,710,473 at 6%; with 50% employer match about $1,710,473 at 4% or $1,140,316 at 6%; with 100% employer match about $1,282,855 at 4% or $855,237 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-5$815,189$513,142$102,628iApproximate average salary by contribution assumption: employee only about $2,565,710 at 4% or $1,710,473 at 6%; with 50% employer match about $1,710,473 at 4% or $1,140,316 at 6%; with 100% employer match about $1,282,855 at 4% or $855,237 at 6%.
201015$327,282$123,242$24,648iApproximate average salary by contribution assumption: employee only about $616,210 at 4% or $410,807 at 6%; with 50% employer match about $410,807 at 4% or $273,871 at 6%; with 100% employer match about $308,105 at 4% or $205,403 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-5$327,282$123,242$24,648iApproximate average salary by contribution assumption: employee only about $616,210 at 4% or $410,807 at 6%; with 50% employer match about $410,807 at 4% or $273,871 at 6%; with 100% employer match about $308,105 at 4% or $205,403 at 6%.
200915$181,361$135,483$27,097iApproximate average salary by contribution assumption: employee only about $677,415 at 4% or $451,610 at 6%; with 50% employer match about $451,610 at 4% or $301,073 at 6%; with 100% employer match about $338,708 at 4% or $225,805 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-5$181,361$135,483$27,097iApproximate average salary by contribution assumption: employee only about $677,415 at 4% or $451,610 at 6%; with 50% employer match about $451,610 at 4% or $301,073 at 6%; with 100% employer match about $338,708 at 4% or $225,805 at 6%.
200815$28,365$36,898$7,380iApproximate average salary by contribution assumption: employee only about $184,490 at 4% or $122,993 at 6%; with 50% employer match about $122,993 at 4% or $81,996 at 6%; with 100% employer match about $92,245 at 4% or $61,497 at 6%.
Prizm Financial Advisors Inc. 401(K) Profit Sharing Plan-5$28,365$36,898$7,380iApproximate average salary by contribution assumption: employee only about $184,490 at 4% or $122,993 at 6%; with 50% employer match about $122,993 at 4% or $81,996 at 6%; with 100% employer match about $92,245 at 4% or $61,497 at 6%.