Civic Intelligence

Prosperity Advisors LLC

Plan context: Prosperity Advisors LLC 401(K) Plan

EIN 45-2491974 • Pittsford, NY • 9 filings • 1 plans

39 Greylock RidgePittsford, NY 14534
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$908,568

2025 Contributions

$25,260

Historical Graphs

Total Assets Over Time

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

$908,568$454,284$0201720212024YearValue
$908,568Latest year 2024

Participants Over Time

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

210201720212024YearValue
2Latest year 2024

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
202510$0$25,260-
Prosperity Advisors LLC 401(K) Plan-0$0$25,260-
202412$908,568$57,824$28,912iApproximate average salary by contribution assumption: employee only about $722,800 at 4% or $481,867 at 6%; with 50% employer match about $481,867 at 4% or $321,244 at 6%; with 100% employer match about $361,400 at 4% or $240,933 at 6%.
Prosperity Advisors LLC 401(K) Plan-2$908,568$57,824$28,912iApproximate average salary by contribution assumption: employee only about $722,800 at 4% or $481,867 at 6%; with 50% employer match about $481,867 at 4% or $321,244 at 6%; with 100% employer match about $361,400 at 4% or $240,933 at 6%.
202312$673,854$57,078$28,539iApproximate average salary by contribution assumption: employee only about $713,475 at 4% or $475,650 at 6%; with 50% employer match about $475,650 at 4% or $317,100 at 6%; with 100% employer match about $356,738 at 4% or $237,825 at 6%.
Prosperity Advisors LLC 401(K) Plan-2$673,854$57,078$28,539iApproximate average salary by contribution assumption: employee only about $713,475 at 4% or $475,650 at 6%; with 50% employer match about $475,650 at 4% or $317,100 at 6%; with 100% employer match about $356,738 at 4% or $237,825 at 6%.
202212$483,001$53,878$26,939iApproximate average salary by contribution assumption: employee only about $673,475 at 4% or $448,983 at 6%; with 50% employer match about $448,983 at 4% or $299,322 at 6%; with 100% employer match about $336,738 at 4% or $224,492 at 6%.
Prosperity Advisors LLC 401(K) Plan-2$483,001$53,878$26,939iApproximate average salary by contribution assumption: employee only about $673,475 at 4% or $448,983 at 6%; with 50% employer match about $448,983 at 4% or $299,322 at 6%; with 100% employer match about $336,738 at 4% or $224,492 at 6%.
202112$571,988$55,550$27,775iApproximate average salary by contribution assumption: employee only about $694,375 at 4% or $462,917 at 6%; with 50% employer match about $462,917 at 4% or $308,611 at 6%; with 100% employer match about $347,188 at 4% or $231,458 at 6%.
Prosperity Advisors LLC 401(K) Plan-2$571,988$55,550$27,775iApproximate average salary by contribution assumption: employee only about $694,375 at 4% or $462,917 at 6%; with 50% employer match about $462,917 at 4% or $308,611 at 6%; with 100% employer match about $347,188 at 4% or $231,458 at 6%.
202012$430,466$50,884$25,442iApproximate average salary by contribution assumption: employee only about $636,050 at 4% or $424,033 at 6%; with 50% employer match about $424,033 at 4% or $282,689 at 6%; with 100% employer match about $318,025 at 4% or $212,017 at 6%.
Prosperity Advisors LLC 401(K) Plan-2$430,466$50,884$25,442iApproximate average salary by contribution assumption: employee only about $636,050 at 4% or $424,033 at 6%; with 50% employer match about $424,033 at 4% or $282,689 at 6%; with 100% employer match about $318,025 at 4% or $212,017 at 6%.
201912$307,914$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Prosperity Advisors LLC 401(K) Plan-2$307,914$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201812$198,857$49,520$24,760iApproximate average salary by contribution assumption: employee only about $619,000 at 4% or $412,667 at 6%; with 50% employer match about $412,667 at 4% or $275,111 at 6%; with 100% employer match about $309,500 at 4% or $206,333 at 6%.
Prosperity Advisors LLC 401(K) Plan-2$198,857$49,520$24,760iApproximate average salary by contribution assumption: employee only about $619,000 at 4% or $412,667 at 6%; with 50% employer match about $412,667 at 4% or $275,111 at 6%; with 100% employer match about $309,500 at 4% or $206,333 at 6%.
201711$165,516$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Prosperity Advisors LLC 401(K) Plan-1$165,516$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.