Procourse Fiduciary Advisors LLC
Plan context: Procourse Fiduciary Advisors 401(K) Plan
EIN 45-5291215 • Carmel, IN • 10 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
14
2021 Assets
$1,951,958
2021 Contributions
$120,289
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $120,289 | - |
| Procourse Fiduciary Advisors 401(K) Plan | - | 0 | $0 | $120,289 | - |
| 2020 | 1 | 14 | $1,951,958 | $206,627 | $14,759iApproximate average salary by contribution assumption: employee only about $368,977 at 4% or $245,985 at 6%; with 50% employer match about $245,985 at 4% or $163,990 at 6%; with 100% employer match about $184,488 at 4% or $122,992 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 14 | $1,951,958 | $206,627 | $14,759iApproximate average salary by contribution assumption: employee only about $368,977 at 4% or $245,985 at 6%; with 50% employer match about $245,985 at 4% or $163,990 at 6%; with 100% employer match about $184,488 at 4% or $122,992 at 6%. |
| 2019 | 1 | 13 | $1,522,507 | $332,979 | $25,614iApproximate average salary by contribution assumption: employee only about $640,344 at 4% or $426,896 at 6%; with 50% employer match about $426,896 at 4% or $284,597 at 6%; with 100% employer match about $320,172 at 4% or $213,448 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 13 | $1,522,507 | $332,979 | $25,614iApproximate average salary by contribution assumption: employee only about $640,344 at 4% or $426,896 at 6%; with 50% employer match about $426,896 at 4% or $284,597 at 6%; with 100% employer match about $320,172 at 4% or $213,448 at 6%. |
| 2018 | 1 | 14 | $1,271,934 | $122,040 | $8,717iApproximate average salary by contribution assumption: employee only about $217,929 at 4% or $145,286 at 6%; with 50% employer match about $145,286 at 4% or $96,857 at 6%; with 100% employer match about $108,964 at 4% or $72,643 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 14 | $1,271,934 | $122,040 | $8,717iApproximate average salary by contribution assumption: employee only about $217,929 at 4% or $145,286 at 6%; with 50% employer match about $145,286 at 4% or $96,857 at 6%; with 100% employer match about $108,964 at 4% or $72,643 at 6%. |
| 2017 | 1 | 11 | $1,265,582 | $126,885 | $11,535iApproximate average salary by contribution assumption: employee only about $288,375 at 4% or $192,250 at 6%; with 50% employer match about $192,250 at 4% or $128,167 at 6%; with 100% employer match about $144,188 at 4% or $96,125 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 11 | $1,265,582 | $126,885 | $11,535iApproximate average salary by contribution assumption: employee only about $288,375 at 4% or $192,250 at 6%; with 50% employer match about $192,250 at 4% or $128,167 at 6%; with 100% employer match about $144,188 at 4% or $96,125 at 6%. |
| 2016 | 1 | 9 | $951,615 | $126,690 | $14,077iApproximate average salary by contribution assumption: employee only about $351,917 at 4% or $234,611 at 6%; with 50% employer match about $234,611 at 4% or $156,407 at 6%; with 100% employer match about $175,958 at 4% or $117,306 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 9 | $951,615 | $126,690 | $14,077iApproximate average salary by contribution assumption: employee only about $351,917 at 4% or $234,611 at 6%; with 50% employer match about $234,611 at 4% or $156,407 at 6%; with 100% employer match about $175,958 at 4% or $117,306 at 6%. |
| 2015 | 1 | 8 | $756,278 | $116,451 | $14,556iApproximate average salary by contribution assumption: employee only about $363,909 at 4% or $242,606 at 6%; with 50% employer match about $242,606 at 4% or $161,738 at 6%; with 100% employer match about $181,955 at 4% or $121,303 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 8 | $756,278 | $116,451 | $14,556iApproximate average salary by contribution assumption: employee only about $363,909 at 4% or $242,606 at 6%; with 50% employer match about $242,606 at 4% or $161,738 at 6%; with 100% employer match about $181,955 at 4% or $121,303 at 6%. |
| 2014 | 1 | 8 | $651,378 | $153,045 | $19,131iApproximate average salary by contribution assumption: employee only about $478,266 at 4% or $318,844 at 6%; with 50% employer match about $318,844 at 4% or $212,563 at 6%; with 100% employer match about $239,133 at 4% or $159,422 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 8 | $651,378 | $153,045 | $19,131iApproximate average salary by contribution assumption: employee only about $478,266 at 4% or $318,844 at 6%; with 50% employer match about $318,844 at 4% or $212,563 at 6%; with 100% employer match about $239,133 at 4% or $159,422 at 6%. |
| 2013 | 1 | 8 | $482,100 | $102,494 | $12,812iApproximate average salary by contribution assumption: employee only about $320,294 at 4% or $213,529 at 6%; with 50% employer match about $213,529 at 4% or $142,353 at 6%; with 100% employer match about $160,147 at 4% or $106,765 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 8 | $482,100 | $102,494 | $12,812iApproximate average salary by contribution assumption: employee only about $320,294 at 4% or $213,529 at 6%; with 50% employer match about $213,529 at 4% or $142,353 at 6%; with 100% employer match about $160,147 at 4% or $106,765 at 6%. |
| 2012 | 1 | 7 | $304,912 | $298,926 | $42,704iApproximate average salary by contribution assumption: employee only about $1,067,593 at 4% or $711,729 at 6%; with 50% employer match about $711,729 at 4% or $474,486 at 6%; with 100% employer match about $533,796 at 4% or $355,864 at 6%. |
| Procourse Fiduciary Advisors 401(K) Plan | - | 7 | $304,912 | $298,926 | $42,704iApproximate average salary by contribution assumption: employee only about $1,067,593 at 4% or $711,729 at 6%; with 50% employer match about $711,729 at 4% or $474,486 at 6%; with 100% employer match about $533,796 at 4% or $355,864 at 6%. |