Primeritus Financial Services LLC
Plan context: Primeritus Financial Services Inc. 401K Profit Sharing Plan
EIN 45-4418687 • 22 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
189
2024 Assets
$8,062,676
2024 Contributions
$934,512
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 189 | $8,062,676 | $934,512 | $4,945iApproximate average salary by contribution assumption: employee only about $123,613 at 4% or $82,408 at 6%; with 50% employer match about $82,408 at 4% or $54,939 at 6%; with 100% employer match about $61,806 at 4% or $41,204 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 189 | $8,062,676 | $934,512 | $4,945iApproximate average salary by contribution assumption: employee only about $123,613 at 4% or $82,408 at 6%; with 50% employer match about $82,408 at 4% or $54,939 at 6%; with 100% employer match about $61,806 at 4% or $41,204 at 6%. |
| 2023 | 2 | 225 | $7,628,302 | $992,160 | $4,410iApproximate average salary by contribution assumption: employee only about $110,240 at 4% or $73,493 at 6%; with 50% employer match about $73,493 at 4% or $48,996 at 6%; with 100% employer match about $55,120 at 4% or $36,747 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 225 | $7,628,302 | $992,160 | $4,410iApproximate average salary by contribution assumption: employee only about $110,240 at 4% or $73,493 at 6%; with 50% employer match about $73,493 at 4% or $48,996 at 6%; with 100% employer match about $55,120 at 4% or $36,747 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 188 | - | - | - |
| 2022 | 2 | 327 | $8,379,414 | $1,570,663 | $4,803iApproximate average salary by contribution assumption: employee only about $120,081 at 4% or $80,054 at 6%; with 50% employer match about $80,054 at 4% or $53,369 at 6%; with 100% employer match about $60,041 at 4% or $40,027 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 327 | $8,379,414 | $1,570,663 | $4,803iApproximate average salary by contribution assumption: employee only about $120,081 at 4% or $80,054 at 6%; with 50% employer match about $80,054 at 4% or $53,369 at 6%; with 100% employer match about $60,041 at 4% or $40,027 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 189 | - | - | - |
| 2021 | 3 | 446 | $10,223,420 | $1,981,851 | $4,444iApproximate average salary by contribution assumption: employee only about $111,090 at 4% or $74,060 at 6%; with 50% employer match about $74,060 at 4% or $49,373 at 6%; with 100% employer match about $55,545 at 4% or $37,030 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 446 | $10,223,420 | $1,981,851 | $4,444iApproximate average salary by contribution assumption: employee only about $111,090 at 4% or $74,060 at 6%; with 50% employer match about $74,060 at 4% or $49,373 at 6%; with 100% employer match about $55,545 at 4% or $37,030 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 327 | - | - | - |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 327 | - | - | - |
| 2020 | 2 | 540 | $8,737,600 | $1,696,434 | $3,142iApproximate average salary by contribution assumption: employee only about $78,539 at 4% or $52,359 at 6%; with 50% employer match about $52,359 at 4% or $34,906 at 6%; with 100% employer match about $39,269 at 4% or $26,180 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 520 | $8,737,600 | $1,696,434 | $3,262iApproximate average salary by contribution assumption: employee only about $81,559 at 4% or $54,373 at 6%; with 50% employer match about $54,373 at 4% or $36,249 at 6%; with 100% employer match about $40,780 at 4% or $27,186 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 540 | - | - | - |
| 2019 | 2 | 632 | $7,196,516 | $2,283,634 | $3,613iApproximate average salary by contribution assumption: employee only about $90,334 at 4% or $60,222 at 6%; with 50% employer match about $60,222 at 4% or $40,148 at 6%; with 100% employer match about $45,167 at 4% or $30,111 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 632 | $7,196,516 | $2,283,634 | $3,613iApproximate average salary by contribution assumption: employee only about $90,334 at 4% or $60,222 at 6%; with 50% employer match about $60,222 at 4% or $40,148 at 6%; with 100% employer match about $45,167 at 4% or $30,111 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 520 | - | - | - |
| 2018 | 2 | 541 | $4,048,247 | $1,409,471 | $2,605iApproximate average salary by contribution assumption: employee only about $65,133 at 4% or $43,422 at 6%; with 50% employer match about $43,422 at 4% or $28,948 at 6%; with 100% employer match about $32,566 at 4% or $21,711 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 541 | $4,048,247 | $1,409,471 | $2,605iApproximate average salary by contribution assumption: employee only about $65,133 at 4% or $43,422 at 6%; with 50% employer match about $43,422 at 4% or $28,948 at 6%; with 100% employer match about $32,566 at 4% or $21,711 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 499 | - | - | - |
| 2017 | 2 | 489 | $3,588,904 | $1,062,587 | $2,173iApproximate average salary by contribution assumption: employee only about $54,324 at 4% or $36,216 at 6%; with 50% employer match about $36,216 at 4% or $24,144 at 6%; with 100% employer match about $27,162 at 4% or $18,108 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 489 | $3,588,904 | $1,062,587 | $2,173iApproximate average salary by contribution assumption: employee only about $54,324 at 4% or $36,216 at 6%; with 50% employer match about $36,216 at 4% or $24,144 at 6%; with 100% employer match about $27,162 at 4% or $18,108 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 463 | - | - | - |
| 2016 | 2 | 420 | $2,218,191 | $559,837 | $1,333iApproximate average salary by contribution assumption: employee only about $33,324 at 4% or $22,216 at 6%; with 50% employer match about $22,216 at 4% or $14,811 at 6%; with 100% employer match about $16,662 at 4% or $11,108 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 392 | $2,218,191 | $559,837 | $1,428iApproximate average salary by contribution assumption: employee only about $35,704 at 4% or $23,803 at 6%; with 50% employer match about $23,803 at 4% or $15,868 at 6%; with 100% employer match about $17,852 at 4% or $11,901 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 420 | - | - | - |
| 2015 | 2 | 294 | $1,889,348 | $329,343 | $1,120iApproximate average salary by contribution assumption: employee only about $28,005 at 4% or $18,670 at 6%; with 50% employer match about $18,670 at 4% or $12,447 at 6%; with 100% employer match about $14,003 at 4% or $9,335 at 6%. |
| Primeritus Financial Services Inc. 401K Profit Sharing Plan | - | 294 | $1,889,348 | $329,343 | $1,120iApproximate average salary by contribution assumption: employee only about $28,005 at 4% or $18,670 at 6%; with 50% employer match about $18,670 at 4% or $12,447 at 6%; with 100% employer match about $14,003 at 4% or $9,335 at 6%. |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 252 | - | - | - |
| 2014 | 1 | 526 | $0 | $0 | - |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 526 | - | - | - |
| 2013 | 1 | 192 | $0 | $0 | - |
| Primeritus Financial Services LLC Flexible Compensation Plan | - | 192 | - | - | - |