Prout Financial Design
Plan context: Prout Financial Design 401(K) Profit Sharing Plan
EIN 38-3020319 • Traverse City, MI • 18 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
13
2017 Assets
$751,401
2017 Contributions
$121,159
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 13 | $751,401 | $121,159 | $9,320iApproximate average salary by contribution assumption: employee only about $232,998 at 4% or $155,332 at 6%; with 50% employer match about $155,332 at 4% or $103,555 at 6%; with 100% employer match about $116,499 at 4% or $77,666 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 13 | $751,401 | $121,159 | $9,320iApproximate average salary by contribution assumption: employee only about $232,998 at 4% or $155,332 at 6%; with 50% employer match about $155,332 at 4% or $103,555 at 6%; with 100% employer match about $116,499 at 4% or $77,666 at 6%. |
| 2016 | 1 | 14 | $564,119 | $106,659 | $7,619iApproximate average salary by contribution assumption: employee only about $190,463 at 4% or $126,975 at 6%; with 50% employer match about $126,975 at 4% or $84,650 at 6%; with 100% employer match about $95,231 at 4% or $63,488 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 14 | $564,119 | $106,659 | $7,619iApproximate average salary by contribution assumption: employee only about $190,463 at 4% or $126,975 at 6%; with 50% employer match about $126,975 at 4% or $84,650 at 6%; with 100% employer match about $95,231 at 4% or $63,488 at 6%. |
| 2015 | 1 | 9 | $409,500 | $93,596 | $10,400iApproximate average salary by contribution assumption: employee only about $259,989 at 4% or $173,326 at 6%; with 50% employer match about $173,326 at 4% or $115,551 at 6%; with 100% employer match about $129,994 at 4% or $86,663 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 9 | $409,500 | $93,596 | $10,400iApproximate average salary by contribution assumption: employee only about $259,989 at 4% or $173,326 at 6%; with 50% employer match about $173,326 at 4% or $115,551 at 6%; with 100% employer match about $129,994 at 4% or $86,663 at 6%. |
| 2014 | 1 | 8 | $504,660 | $107,238 | $13,405iApproximate average salary by contribution assumption: employee only about $335,119 at 4% or $223,413 at 6%; with 50% employer match about $223,413 at 4% or $148,942 at 6%; with 100% employer match about $167,559 at 4% or $111,706 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 8 | $504,660 | $107,238 | $13,405iApproximate average salary by contribution assumption: employee only about $335,119 at 4% or $223,413 at 6%; with 50% employer match about $223,413 at 4% or $148,942 at 6%; with 100% employer match about $167,559 at 4% or $111,706 at 6%. |
| 2013 | 1 | 10 | $379,098 | $112,361 | $11,236iApproximate average salary by contribution assumption: employee only about $280,903 at 4% or $187,268 at 6%; with 50% employer match about $187,268 at 4% or $124,846 at 6%; with 100% employer match about $140,451 at 4% or $93,634 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 10 | $379,098 | $112,361 | $11,236iApproximate average salary by contribution assumption: employee only about $280,903 at 4% or $187,268 at 6%; with 50% employer match about $187,268 at 4% or $124,846 at 6%; with 100% employer match about $140,451 at 4% or $93,634 at 6%. |
| 2012 | 1 | 9 | $236,126 | $102,252 | $11,361iApproximate average salary by contribution assumption: employee only about $284,033 at 4% or $189,356 at 6%; with 50% employer match about $189,356 at 4% or $126,237 at 6%; with 100% employer match about $142,017 at 4% or $94,678 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 9 | $236,126 | $102,252 | $11,361iApproximate average salary by contribution assumption: employee only about $284,033 at 4% or $189,356 at 6%; with 50% employer match about $189,356 at 4% or $126,237 at 6%; with 100% employer match about $142,017 at 4% or $94,678 at 6%. |
| 2011 | 1 | 8 | $121,303 | $67,402 | $8,425iApproximate average salary by contribution assumption: employee only about $210,631 at 4% or $140,421 at 6%; with 50% employer match about $140,421 at 4% or $93,614 at 6%; with 100% employer match about $105,316 at 4% or $70,210 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 8 | $121,303 | $67,402 | $8,425iApproximate average salary by contribution assumption: employee only about $210,631 at 4% or $140,421 at 6%; with 50% employer match about $140,421 at 4% or $93,614 at 6%; with 100% employer match about $105,316 at 4% or $70,210 at 6%. |
| 2010 | 1 | 6 | $60,170 | $56,891 | $9,482iApproximate average salary by contribution assumption: employee only about $237,046 at 4% or $158,031 at 6%; with 50% employer match about $158,031 at 4% or $105,354 at 6%; with 100% employer match about $118,523 at 4% or $79,015 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 6 | $60,170 | $56,891 | $9,482iApproximate average salary by contribution assumption: employee only about $237,046 at 4% or $158,031 at 6%; with 50% employer match about $158,031 at 4% or $105,354 at 6%; with 100% employer match about $118,523 at 4% or $79,015 at 6%. |
| 2009 | 1 | 1 | $230,671 | $0 | - |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 1 | $230,671 | - | - |
| 2008 | 1 | 5 | $268,682 | $0 | - |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 5 | $268,682 | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $305,028 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 4 | $305,028 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2005 | 1 | 4 | $237,220 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 4 | $237,220 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2004 | 1 | 4 | $213,764 | $54,541 | $13,635iApproximate average salary by contribution assumption: employee only about $340,881 at 4% or $227,254 at 6%; with 50% employer match about $227,254 at 4% or $151,503 at 6%; with 100% employer match about $170,441 at 4% or $113,627 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 4 | $213,764 | $54,541 | $13,635iApproximate average salary by contribution assumption: employee only about $340,881 at 4% or $227,254 at 6%; with 50% employer match about $227,254 at 4% or $151,503 at 6%; with 100% employer match about $170,441 at 4% or $113,627 at 6%. |
| 2003 | 1 | 3 | $154,376 | $51,309 | $17,103iApproximate average salary by contribution assumption: employee only about $427,575 at 4% or $285,050 at 6%; with 50% employer match about $285,050 at 4% or $190,033 at 6%; with 100% employer match about $213,788 at 4% or $142,525 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 3 | $154,376 | $51,309 | $17,103iApproximate average salary by contribution assumption: employee only about $427,575 at 4% or $285,050 at 6%; with 50% employer match about $285,050 at 4% or $190,033 at 6%; with 100% employer match about $213,788 at 4% or $142,525 at 6%. |
| 2002 | 1 | 3 | $112,055 | $50,965 | $16,988iApproximate average salary by contribution assumption: employee only about $424,708 at 4% or $283,139 at 6%; with 50% employer match about $283,139 at 4% or $188,759 at 6%; with 100% employer match about $212,354 at 4% or $141,569 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 3 | $112,055 | $50,965 | $16,988iApproximate average salary by contribution assumption: employee only about $424,708 at 4% or $283,139 at 6%; with 50% employer match about $283,139 at 4% or $188,759 at 6%; with 100% employer match about $212,354 at 4% or $141,569 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $32,404 | $16,818 | $8,409iApproximate average salary by contribution assumption: employee only about $210,225 at 4% or $140,150 at 6%; with 50% employer match about $140,150 at 4% or $93,433 at 6%; with 100% employer match about $105,113 at 4% or $70,075 at 6%. |
| Prout Financial Design 401(K) Profit Sharing Plan | - | 2 | $32,404 | $16,818 | $8,409iApproximate average salary by contribution assumption: employee only about $210,225 at 4% or $140,150 at 6%; with 50% employer match about $140,150 at 4% or $93,433 at 6%; with 100% employer match about $105,113 at 4% or $70,075 at 6%. |