Precedent Asset Management LLC
Plan context: Precedent Asset Management 401(K) Plan
EIN 46-3401360 • Indianapolis, IN • 12 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,409,515
2025 Contributions
$118,888
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $1,409,515 | $118,888 | $39,629iApproximate average salary by contribution assumption: employee only about $990,733 at 4% or $660,489 at 6%; with 50% employer match about $660,489 at 4% or $440,326 at 6%; with 100% employer match about $495,367 at 4% or $330,244 at 6%. |
| Precedent Asset Management 401(K) Plan | - | 3 | $1,409,515 | $118,888 | $39,629iApproximate average salary by contribution assumption: employee only about $990,733 at 4% or $660,489 at 6%; with 50% employer match about $660,489 at 4% or $440,326 at 6%; with 100% employer match about $495,367 at 4% or $330,244 at 6%. |
| 2024 | 2 | 3 | $1,599,787 | $179,740 | $59,913iApproximate average salary by contribution assumption: employee only about $1,497,833 at 4% or $998,556 at 6%; with 50% employer match about $998,556 at 4% or $665,704 at 6%; with 100% employer match about $748,917 at 4% or $499,278 at 6%. |
| Precedent Asset Management 401(K) Plan | - | 3 | $1,094,987 | $69,740 | $23,247iApproximate average salary by contribution assumption: employee only about $581,167 at 4% or $387,444 at 6%; with 50% employer match about $387,444 at 4% or $258,296 at 6%; with 100% employer match about $290,583 at 4% or $193,722 at 6%. |
| PRECEDENT ASSET MANAGMENT, LLC CASH BALANCE PLAN | - | 3 | $504,800 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| 2023 | 2 | 3 | $1,308,534 | $259,596 | $86,532iApproximate average salary by contribution assumption: employee only about $2,163,300 at 4% or $1,442,200 at 6%; with 50% employer match about $1,442,200 at 4% or $961,467 at 6%; with 100% employer match about $1,081,650 at 4% or $721,100 at 6%. |
| Precedent Asset Management 401(K) Plan | - | 3 | $945,265 | $159,596 | $53,199iApproximate average salary by contribution assumption: employee only about $1,329,967 at 4% or $886,644 at 6%; with 50% employer match about $886,644 at 4% or $591,096 at 6%; with 100% employer match about $664,983 at 4% or $443,322 at 6%. |
| PRECEDENT ASSET MANAGEMENT, LLC CASH BALANCE PLAN | - | 3 | $363,269 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2022 | 2 | 2 | $880,799 | $161,655 | $80,828iApproximate average salary by contribution assumption: employee only about $2,020,688 at 4% or $1,347,125 at 6%; with 50% employer match about $1,347,125 at 4% or $898,083 at 6%; with 100% employer match about $1,010,344 at 4% or $673,563 at 6%. |
| Precedent Asset Management 401(K) Plan | - | 2 | $665,224 | $61,655 | $30,828iApproximate average salary by contribution assumption: employee only about $770,688 at 4% or $513,792 at 6%; with 50% employer match about $513,792 at 4% or $342,528 at 6%; with 100% employer match about $385,344 at 4% or $256,896 at 6%. |
| PRECEDENT ASSET MANAGEMENT, LLC CASH BALANCE PLAN | - | 2 | $215,575 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2021 | 2 | 2 | $689,796 | $171,750 | $85,875iApproximate average salary by contribution assumption: employee only about $2,146,875 at 4% or $1,431,250 at 6%; with 50% employer match about $1,431,250 at 4% or $954,167 at 6%; with 100% employer match about $1,073,438 at 4% or $715,625 at 6%. |
| Precedent Asset Management 401(K) Plan | - | 2 | $579,356 | $61,709 | $30,855iApproximate average salary by contribution assumption: employee only about $771,363 at 4% or $514,242 at 6%; with 50% employer match about $514,242 at 4% or $342,828 at 6%; with 100% employer match about $385,681 at 4% or $257,121 at 6%. |
| PRECEDENT ASSET MANAGEMENT, LLC CASH BALANCE PLAN | - | 2 | $110,440 | $110,041 | $55,021iApproximate average salary by contribution assumption: employee only about $1,375,513 at 4% or $917,008 at 6%; with 50% employer match about $917,008 at 4% or $611,339 at 6%; with 100% employer match about $687,756 at 4% or $458,504 at 6%. |
| 2020 | 1 | 2 | $521,521 | $32,777 | $16,389iApproximate average salary by contribution assumption: employee only about $409,713 at 4% or $273,142 at 6%; with 50% employer match about $273,142 at 4% or $182,094 at 6%; with 100% employer match about $204,856 at 4% or $136,571 at 6%. |
| Precedent Asset Management 401(K) Plan | - | 2 | $521,521 | $32,777 | $16,389iApproximate average salary by contribution assumption: employee only about $409,713 at 4% or $273,142 at 6%; with 50% employer match about $273,142 at 4% or $182,094 at 6%; with 100% employer match about $204,856 at 4% or $136,571 at 6%. |
| 2019 | 1 | 2 | $481,101 | $33,934 | $16,967iApproximate average salary by contribution assumption: employee only about $424,175 at 4% or $282,783 at 6%; with 50% employer match about $282,783 at 4% or $188,522 at 6%; with 100% employer match about $212,088 at 4% or $141,392 at 6%. |
| Precedent Asset Management 401(K) Plan | - | 2 | $481,101 | $33,934 | $16,967iApproximate average salary by contribution assumption: employee only about $424,175 at 4% or $282,783 at 6%; with 50% employer match about $282,783 at 4% or $188,522 at 6%; with 100% employer match about $212,088 at 4% or $141,392 at 6%. |
| 2018 | 1 | 2 | $391,134 | $261,233 | $130,617iApproximate average salary by contribution assumption: employee only about $3,265,413 at 4% or $2,176,942 at 6%; with 50% employer match about $2,176,942 at 4% or $1,451,294 at 6%; with 100% employer match about $1,632,706 at 4% or $1,088,471 at 6%. |
| Precedent Asset Management 401(K) Plan | - | 2 | $391,134 | $261,233 | $130,617iApproximate average salary by contribution assumption: employee only about $3,265,413 at 4% or $2,176,942 at 6%; with 50% employer match about $2,176,942 at 4% or $1,451,294 at 6%; with 100% employer match about $1,632,706 at 4% or $1,088,471 at 6%. |