Ptacek Financial Services PC
Plan context: Ptacek Financial 401(K) Plan
EIN 45-0450259 • Oakes, ND • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$1,068,492
2025 Contributions
$120,993
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $1,068,492 | $120,993 | $15,124iApproximate average salary by contribution assumption: employee only about $378,103 at 4% or $252,069 at 6%; with 50% employer match about $252,069 at 4% or $168,046 at 6%; with 100% employer match about $189,052 at 4% or $126,034 at 6%. |
| Ptacek Financial 401(K) Plan | - | 8 | $1,068,492 | $120,993 | $15,124iApproximate average salary by contribution assumption: employee only about $378,103 at 4% or $252,069 at 6%; with 50% employer match about $252,069 at 4% or $168,046 at 6%; with 100% employer match about $189,052 at 4% or $126,034 at 6%. |
| 2024 | 1 | 8 | $824,767 | $823,612 | $102,952iApproximate average salary by contribution assumption: employee only about $2,573,788 at 4% or $1,715,858 at 6%; with 50% employer match about $1,715,858 at 4% or $1,143,906 at 6%; with 100% employer match about $1,286,894 at 4% or $857,929 at 6%. |
| Ptacek Financial 401(K) Plan | - | 8 | $824,767 | $823,612 | $102,952iApproximate average salary by contribution assumption: employee only about $2,573,788 at 4% or $1,715,858 at 6%; with 50% employer match about $1,715,858 at 4% or $1,143,906 at 6%; with 100% employer match about $1,286,894 at 4% or $857,929 at 6%. |
| 2000 | 1 | 4 | $0 | $0 | - |
| Ptacek Financial 401(K) Plan | - | 4 | - | - | - |