Civic Intelligence

Progress Capital Advisors LLC

Plan context: Progress Capital Advisors LLC 401(K) Profit Sharing Plan

EIN 45-5453477 • Tinton Falls, NJ • 18 filings • 3 plans

620 Tinton AvenueSuite B100Tinton Falls, NJ 07724
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$4,506,188

2024 Contributions

$577,645

Historical Graphs

Total Assets Over Time

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

$4,506,188$2,253,094$0201520192023YearValue
$4,506,188Latest year 2023

Participants Over Time

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

1680201520192023YearValue
16Latest year 2023

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
202420$0$0-
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-0$0$0-
Progress Capital Advisors LLC Cash Balance Plan-0$0$0-
2023216$4,506,188$577,645$36,103iApproximate average salary by contribution assumption: employee only about $902,570 at 4% or $601,714 at 6%; with 50% employer match about $601,714 at 4% or $401,142 at 6%; with 100% employer match about $451,285 at 4% or $300,857 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-16$2,867,635$354,898$22,181iApproximate average salary by contribution assumption: employee only about $554,528 at 4% or $369,685 at 6%; with 50% employer match about $369,685 at 4% or $246,457 at 6%; with 100% employer match about $277,264 at 4% or $184,843 at 6%.
Progress Capital Advisors LLC Cash Balance Plan-16$1,638,553$222,747$13,922iApproximate average salary by contribution assumption: employee only about $348,042 at 4% or $232,028 at 6%; with 50% employer match about $232,028 at 4% or $154,685 at 6%; with 100% employer match about $174,021 at 4% or $116,014 at 6%.
2022216$3,438,704$597,935$37,371iApproximate average salary by contribution assumption: employee only about $934,273 at 4% or $622,849 at 6%; with 50% employer match about $622,849 at 4% or $415,233 at 6%; with 100% employer match about $467,137 at 4% or $311,424 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-16$2,133,000$373,853$23,366iApproximate average salary by contribution assumption: employee only about $584,145 at 4% or $389,430 at 6%; with 50% employer match about $389,430 at 4% or $259,620 at 6%; with 100% employer match about $292,073 at 4% or $194,715 at 6%.
Progress Capital Advisors LLC Cash Balance Plan-13$1,305,704$224,082$17,237iApproximate average salary by contribution assumption: employee only about $430,927 at 4% or $287,285 at 6%; with 50% employer match about $287,285 at 4% or $191,523 at 6%; with 100% employer match about $215,463 at 4% or $143,642 at 6%.
2021216$3,564,508$573,184$35,824iApproximate average salary by contribution assumption: employee only about $895,600 at 4% or $597,067 at 6%; with 50% employer match about $597,067 at 4% or $398,044 at 6%; with 100% employer match about $447,800 at 4% or $298,533 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-16$2,221,131$350,418$21,901iApproximate average salary by contribution assumption: employee only about $547,528 at 4% or $365,019 at 6%; with 50% employer match about $365,019 at 4% or $243,346 at 6%; with 100% employer match about $273,764 at 4% or $182,509 at 6%.
Progress Capital Advisors LLC Cash Balance Plan-14$1,343,377$222,766$15,912iApproximate average salary by contribution assumption: employee only about $397,796 at 4% or $265,198 at 6%; with 50% employer match about $265,198 at 4% or $176,798 at 6%; with 100% employer match about $198,898 at 4% or $132,599 at 6%.
2020216$2,634,678$461,267$28,829iApproximate average salary by contribution assumption: employee only about $720,730 at 4% or $480,486 at 6%; with 50% employer match about $480,486 at 4% or $320,324 at 6%; with 100% employer match about $360,365 at 4% or $240,243 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-16$1,654,093$258,972$16,186iApproximate average salary by contribution assumption: employee only about $404,644 at 4% or $269,763 at 6%; with 50% employer match about $269,763 at 4% or $179,842 at 6%; with 100% employer match about $202,322 at 4% or $134,881 at 6%.
Progress Capital Advisors LLC Cash Balance Plan-11$980,585$202,295$18,390iApproximate average salary by contribution assumption: employee only about $459,761 at 4% or $306,508 at 6%; with 50% employer match about $306,508 at 4% or $204,338 at 6%; with 100% employer match about $229,881 at 4% or $153,254 at 6%.
2019214$1,983,313$447,385$31,956iApproximate average salary by contribution assumption: employee only about $798,902 at 4% or $532,601 at 6%; with 50% employer match about $532,601 at 4% or $355,067 at 6%; with 100% employer match about $399,451 at 4% or $266,301 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-14$1,354,077$245,833$17,560iApproximate average salary by contribution assumption: employee only about $438,988 at 4% or $292,658 at 6%; with 50% employer match about $292,658 at 4% or $195,106 at 6%; with 100% employer match about $219,494 at 4% or $146,329 at 6%.
Progress Capital Advisors LLC Cash Balance Plan-7$629,236$201,552$28,793iApproximate average salary by contribution assumption: employee only about $719,829 at 4% or $479,886 at 6%; with 50% employer match about $479,886 at 4% or $319,924 at 6%; with 100% employer match about $359,914 at 4% or $239,943 at 6%.
2018210$1,362,158$376,813$37,681iApproximate average salary by contribution assumption: employee only about $942,033 at 4% or $628,022 at 6%; with 50% employer match about $628,022 at 4% or $418,681 at 6%; with 100% employer match about $471,016 at 4% or $314,011 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-10$985,250$177,909$17,791iApproximate average salary by contribution assumption: employee only about $444,773 at 4% or $296,515 at 6%; with 50% employer match about $296,515 at 4% or $197,677 at 6%; with 100% employer match about $222,386 at 4% or $148,258 at 6%.
Progress Capital Advisors LLC Cash Balance Plan-7$376,908$198,904$28,415iApproximate average salary by contribution assumption: employee only about $710,371 at 4% or $473,581 at 6%; with 50% employer match about $473,581 at 4% or $315,721 at 6%; with 100% employer match about $355,186 at 4% or $236,790 at 6%.
201729$1,089,788$434,789$48,310iApproximate average salary by contribution assumption: employee only about $1,207,747 at 4% or $805,165 at 6%; with 50% employer match about $805,165 at 4% or $536,777 at 6%; with 100% employer match about $603,874 at 4% or $402,582 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-9$894,980$239,981$26,665iApproximate average salary by contribution assumption: employee only about $666,614 at 4% or $444,409 at 6%; with 50% employer match about $444,409 at 4% or $296,273 at 6%; with 100% employer match about $333,307 at 4% or $222,205 at 6%.
Progress Capital Advisors LLC Cash Balance Plan-7$194,808$194,808$27,830iApproximate average salary by contribution assumption: employee only about $695,743 at 4% or $463,829 at 6%; with 50% employer match about $463,829 at 4% or $309,219 at 6%; with 100% employer match about $347,871 at 4% or $231,914 at 6%.
201617$587,091$138,512$19,787iApproximate average salary by contribution assumption: employee only about $494,686 at 4% or $329,790 at 6%; with 50% employer match about $329,790 at 4% or $219,860 at 6%; with 100% employer match about $247,343 at 4% or $164,895 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-7$587,091$138,512$19,787iApproximate average salary by contribution assumption: employee only about $494,686 at 4% or $329,790 at 6%; with 50% employer match about $329,790 at 4% or $219,860 at 6%; with 100% employer match about $247,343 at 4% or $164,895 at 6%.
201516$435,212$117,282$19,547iApproximate average salary by contribution assumption: employee only about $488,675 at 4% or $325,783 at 6%; with 50% employer match about $325,783 at 4% or $217,189 at 6%; with 100% employer match about $244,338 at 4% or $162,892 at 6%.
Progress Capital Advisors LLC 401(K) Profit Sharing Plan-6$435,212$117,282$19,547iApproximate average salary by contribution assumption: employee only about $488,675 at 4% or $325,783 at 6%; with 50% employer match about $325,783 at 4% or $217,189 at 6%; with 100% employer match about $244,338 at 4% or $162,892 at 6%.