Civic Intelligence

Prime Finance Advisor, L.P.

Plan context: Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust

EIN 45-3831678 • Los Angeles, CA • 14 filings • 3 plans

357 South Curson Avenue, Main FloorLos Angeles, CA 90036
Current Snapshot

Latest Year

2024

2024 Participants

139

2024 Assets

$24,710,745

2024 Contributions

$4,074,271

Historical Graphs

Total Assets Over Time

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

$24,710,745$12,355,373$0201220182024YearValue
$24,710,745Latest year 2024

Participants Over Time

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

139700201220182024YearValue
139Latest 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
20242139$24,710,745$4,074,271$29,311iApproximate average salary by contribution assumption: employee only about $732,783 at 4% or $488,522 at 6%; with 50% employer match about $488,522 at 4% or $325,681 at 6%; with 100% employer match about $366,391 at 4% or $244,261 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-139$24,710,745$4,074,271$29,311iApproximate average salary by contribution assumption: employee only about $732,783 at 4% or $488,522 at 6%; with 50% employer match about $488,522 at 4% or $325,681 at 6%; with 100% employer match about $366,391 at 4% or $244,261 at 6%.
Prime Finance Benefit Plan-123---
20231111$18,510,373$2,677,091$24,118iApproximate average salary by contribution assumption: employee only about $602,948 at 4% or $401,966 at 6%; with 50% employer match about $401,966 at 4% or $267,977 at 6%; with 100% employer match about $301,474 at 4% or $200,983 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-111$18,510,373$2,677,091$24,118iApproximate average salary by contribution assumption: employee only about $602,948 at 4% or $401,966 at 6%; with 50% employer match about $401,966 at 4% or $267,977 at 6%; with 100% employer match about $301,474 at 4% or $200,983 at 6%.
2022199$13,725,953$1,754,572$17,723iApproximate average salary by contribution assumption: employee only about $443,074 at 4% or $295,382 at 6%; with 50% employer match about $295,382 at 4% or $196,922 at 6%; with 100% employer match about $221,537 at 4% or $147,691 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-99$13,725,953$1,754,572$17,723iApproximate average salary by contribution assumption: employee only about $443,074 at 4% or $295,382 at 6%; with 50% employer match about $295,382 at 4% or $196,922 at 6%; with 100% employer match about $221,537 at 4% or $147,691 at 6%.
20211102$15,795,556$2,238,976$21,951iApproximate average salary by contribution assumption: employee only about $548,769 at 4% or $365,846 at 6%; with 50% employer match about $365,846 at 4% or $243,897 at 6%; with 100% employer match about $274,384 at 4% or $182,923 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-102$15,795,556$2,238,976$21,951iApproximate average salary by contribution assumption: employee only about $548,769 at 4% or $365,846 at 6%; with 50% employer match about $365,846 at 4% or $243,897 at 6%; with 100% employer match about $274,384 at 4% or $182,923 at 6%.
2020184$12,037,530$1,516,663$18,056iApproximate average salary by contribution assumption: employee only about $451,388 at 4% or $300,925 at 6%; with 50% employer match about $300,925 at 4% or $200,617 at 6%; with 100% employer match about $225,694 at 4% or $150,463 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-84$12,037,530$1,516,663$18,056iApproximate average salary by contribution assumption: employee only about $451,388 at 4% or $300,925 at 6%; with 50% employer match about $300,925 at 4% or $200,617 at 6%; with 100% employer match about $225,694 at 4% or $150,463 at 6%.
2019175$9,161,148$1,329,472$17,726iApproximate average salary by contribution assumption: employee only about $443,157 at 4% or $295,438 at 6%; with 50% employer match about $295,438 at 4% or $196,959 at 6%; with 100% employer match about $221,579 at 4% or $147,719 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-75$9,161,148$1,329,472$17,726iApproximate average salary by contribution assumption: employee only about $443,157 at 4% or $295,438 at 6%; with 50% employer match about $295,438 at 4% or $196,959 at 6%; with 100% employer match about $221,579 at 4% or $147,719 at 6%.
2018168$6,521,807$1,160,337$17,064iApproximate average salary by contribution assumption: employee only about $426,594 at 4% or $284,396 at 6%; with 50% employer match about $284,396 at 4% or $189,598 at 6%; with 100% employer match about $213,297 at 4% or $142,198 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-68$6,521,807$1,160,337$17,064iApproximate average salary by contribution assumption: employee only about $426,594 at 4% or $284,396 at 6%; with 50% employer match about $284,396 at 4% or $189,598 at 6%; with 100% employer match about $213,297 at 4% or $142,198 at 6%.
2017154$6,061,966$951,135$17,614iApproximate average salary by contribution assumption: employee only about $440,340 at 4% or $293,560 at 6%; with 50% employer match about $293,560 at 4% or $195,707 at 6%; with 100% employer match about $220,170 at 4% or $146,780 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-54$6,061,966$951,135$17,614iApproximate average salary by contribution assumption: employee only about $440,340 at 4% or $293,560 at 6%; with 50% employer match about $293,560 at 4% or $195,707 at 6%; with 100% employer match about $220,170 at 4% or $146,780 at 6%.
2016149$4,249,504$803,110$16,390iApproximate average salary by contribution assumption: employee only about $409,750 at 4% or $273,167 at 6%; with 50% employer match about $273,167 at 4% or $182,111 at 6%; with 100% employer match about $204,875 at 4% or $136,583 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-49$4,249,504$803,110$16,390iApproximate average salary by contribution assumption: employee only about $409,750 at 4% or $273,167 at 6%; with 50% employer match about $273,167 at 4% or $182,111 at 6%; with 100% employer match about $204,875 at 4% or $136,583 at 6%.
2015141$3,216,972$648,810$15,825iApproximate average salary by contribution assumption: employee only about $395,616 at 4% or $263,744 at 6%; with 50% employer match about $263,744 at 4% or $175,829 at 6%; with 100% employer match about $197,808 at 4% or $131,872 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-41$3,216,972$648,810$15,825iApproximate average salary by contribution assumption: employee only about $395,616 at 4% or $263,744 at 6%; with 50% employer match about $263,744 at 4% or $175,829 at 6%; with 100% employer match about $197,808 at 4% or $131,872 at 6%.
2014137$2,668,829$581,472$15,715iApproximate average salary by contribution assumption: employee only about $392,886 at 4% or $261,924 at 6%; with 50% employer match about $261,924 at 4% or $174,616 at 6%; with 100% employer match about $196,443 at 4% or $130,962 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-37$2,668,829$581,472$15,715iApproximate average salary by contribution assumption: employee only about $392,886 at 4% or $261,924 at 6%; with 50% employer match about $261,924 at 4% or $174,616 at 6%; with 100% employer match about $196,443 at 4% or $130,962 at 6%.
2013131$2,029,139$484,788$15,638iApproximate average salary by contribution assumption: employee only about $390,958 at 4% or $260,639 at 6%; with 50% employer match about $260,639 at 4% or $173,759 at 6%; with 100% employer match about $195,479 at 4% or $130,319 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-31$2,029,139$484,788$15,638iApproximate average salary by contribution assumption: employee only about $390,958 at 4% or $260,639 at 6%; with 50% employer match about $260,639 at 4% or $173,759 at 6%; with 100% employer match about $195,479 at 4% or $130,319 at 6%.
2012130$1,294,055$1,282,931$42,764iApproximate average salary by contribution assumption: employee only about $1,069,109 at 4% or $712,739 at 6%; with 50% employer match about $712,739 at 4% or $475,160 at 6%; with 100% employer match about $534,555 at 4% or $356,370 at 6%.
Prime Finance Advisor, L.P. 401(K) Profit Sharing Plan & Trust-30$1,294,055$1,282,931$42,764iApproximate average salary by contribution assumption: employee only about $1,069,109 at 4% or $712,739 at 6%; with 50% employer match about $712,739 at 4% or $475,160 at 6%; with 100% employer match about $534,555 at 4% or $356,370 at 6%.