Civic Intelligence

Private Advisory Group LLC

Plan context: Private Advisory Group Retirement Plan

EIN 46-4161984 • Redmond, WA • 10 filings • 1 plans

16880 N.e. 79th St.Redmond, WA 98052
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,821,565

2024 Contributions

$354,207

Historical Graphs

Total Assets Over Time

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

$1,821,565$910,783$0201520202024YearValue
$1,821,565Latest year 2024

Participants Over Time

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

1790201520202024YearValue
17Latest 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
2024117$1,821,565$354,207$20,836iApproximate average salary by contribution assumption: employee only about $520,893 at 4% or $347,262 at 6%; with 50% employer match about $347,262 at 4% or $231,508 at 6%; with 100% employer match about $260,446 at 4% or $173,631 at 6%.
Private Advisory Group Retirement Plan-17$1,821,565$354,207$20,836iApproximate average salary by contribution assumption: employee only about $520,893 at 4% or $347,262 at 6%; with 50% employer match about $347,262 at 4% or $231,508 at 6%; with 100% employer match about $260,446 at 4% or $173,631 at 6%.
2023115$1,084,911$202,450$13,497iApproximate average salary by contribution assumption: employee only about $337,417 at 4% or $224,944 at 6%; with 50% employer match about $224,944 at 4% or $149,963 at 6%; with 100% employer match about $168,708 at 4% or $112,472 at 6%.
Private Advisory Group Retirement Plan-15$1,084,911$202,450$13,497iApproximate average salary by contribution assumption: employee only about $337,417 at 4% or $224,944 at 6%; with 50% employer match about $224,944 at 4% or $149,963 at 6%; with 100% employer match about $168,708 at 4% or $112,472 at 6%.
2022112$639,657$261,670$21,806iApproximate average salary by contribution assumption: employee only about $545,146 at 4% or $363,431 at 6%; with 50% employer match about $363,431 at 4% or $242,287 at 6%; with 100% employer match about $272,573 at 4% or $181,715 at 6%.
Private Advisory Group Retirement Plan-12$639,657$261,670$21,806iApproximate average salary by contribution assumption: employee only about $545,146 at 4% or $363,431 at 6%; with 50% employer match about $363,431 at 4% or $242,287 at 6%; with 100% employer match about $272,573 at 4% or $181,715 at 6%.
202119$668,367$127,844$14,205iApproximate average salary by contribution assumption: employee only about $355,122 at 4% or $236,748 at 6%; with 50% employer match about $236,748 at 4% or $157,832 at 6%; with 100% employer match about $177,561 at 4% or $118,374 at 6%.
Private Advisory Group Retirement Plan-9$668,367$127,844$14,205iApproximate average salary by contribution assumption: employee only about $355,122 at 4% or $236,748 at 6%; with 50% employer match about $236,748 at 4% or $157,832 at 6%; with 100% employer match about $177,561 at 4% or $118,374 at 6%.
202016$385,035$95,937$15,990iApproximate average salary by contribution assumption: employee only about $399,738 at 4% or $266,492 at 6%; with 50% employer match about $266,492 at 4% or $177,661 at 6%; with 100% employer match about $199,869 at 4% or $133,246 at 6%.
Private Advisory Group Retirement Plan-6$385,035$95,937$15,990iApproximate average salary by contribution assumption: employee only about $399,738 at 4% or $266,492 at 6%; with 50% employer match about $266,492 at 4% or $177,661 at 6%; with 100% employer match about $199,869 at 4% or $133,246 at 6%.
201917$612,530$90,218$12,888iApproximate average salary by contribution assumption: employee only about $322,207 at 4% or $214,805 at 6%; with 50% employer match about $214,805 at 4% or $143,203 at 6%; with 100% employer match about $161,104 at 4% or $107,402 at 6%.
Private Advisory Group Retirement Plan-7$612,530$90,218$12,888iApproximate average salary by contribution assumption: employee only about $322,207 at 4% or $214,805 at 6%; with 50% employer match about $214,805 at 4% or $143,203 at 6%; with 100% employer match about $161,104 at 4% or $107,402 at 6%.
201817$340,909$102,347$14,621iApproximate average salary by contribution assumption: employee only about $365,525 at 4% or $243,683 at 6%; with 50% employer match about $243,683 at 4% or $162,456 at 6%; with 100% employer match about $182,763 at 4% or $121,842 at 6%.
Private Advisory Group Retirement Plan-7$340,909$102,347$14,621iApproximate average salary by contribution assumption: employee only about $365,525 at 4% or $243,683 at 6%; with 50% employer match about $243,683 at 4% or $162,456 at 6%; with 100% employer match about $182,763 at 4% or $121,842 at 6%.
201716$279,774$57,568$9,595iApproximate average salary by contribution assumption: employee only about $239,867 at 4% or $159,911 at 6%; with 50% employer match about $159,911 at 4% or $106,607 at 6%; with 100% employer match about $119,933 at 4% or $79,956 at 6%.
Private Advisory Group Retirement Plan-6$279,774$57,568$9,595iApproximate average salary by contribution assumption: employee only about $239,867 at 4% or $159,911 at 6%; with 50% employer match about $159,911 at 4% or $106,607 at 6%; with 100% employer match about $119,933 at 4% or $79,956 at 6%.
201617$190,961$65,678$9,383iApproximate average salary by contribution assumption: employee only about $234,564 at 4% or $156,376 at 6%; with 50% employer match about $156,376 at 4% or $104,251 at 6%; with 100% employer match about $117,282 at 4% or $78,188 at 6%.
Private Advisory Group Retirement Plan-7$190,961$65,678$9,383iApproximate average salary by contribution assumption: employee only about $234,564 at 4% or $156,376 at 6%; with 50% employer match about $156,376 at 4% or $104,251 at 6%; with 100% employer match about $117,282 at 4% or $78,188 at 6%.
201516$117,438$48,440$8,073iApproximate average salary by contribution assumption: employee only about $201,833 at 4% or $134,556 at 6%; with 50% employer match about $134,556 at 4% or $89,704 at 6%; with 100% employer match about $100,917 at 4% or $67,278 at 6%.
Private Advisory Group Retirement Plan-6$117,438$48,440$8,073iApproximate average salary by contribution assumption: employee only about $201,833 at 4% or $134,556 at 6%; with 50% employer match about $134,556 at 4% or $89,704 at 6%; with 100% employer match about $100,917 at 4% or $67,278 at 6%.