Civic Intelligence

Proficio Capital Partners

Plan context: Proficio Capital Partners LLC 401(K) Plan

EIN 47-1866236 • Newton, MA • 9 filings • 1 plans

300 Washington StOne Gateway Ctr Ste 951Newton, MA 02458
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$5,982,126

2024 Contributions

$868,026

Historical Graphs

Total Assets Over Time

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

$5,982,126$2,991,063$0201620202024YearValue
$5,982,126Latest year 2024

Participants Over Time

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

23120201620202024YearValue
23Latest 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
2024123$5,982,126$868,026$37,740iApproximate average salary by contribution assumption: employee only about $943,507 at 4% or $629,004 at 6%; with 50% employer match about $629,004 at 4% or $419,336 at 6%; with 100% employer match about $471,753 at 4% or $314,502 at 6%.
Proficio Capital Partners LLC 401(K) Plan-23$5,982,126$868,026$37,740iApproximate average salary by contribution assumption: employee only about $943,507 at 4% or $629,004 at 6%; with 50% employer match about $629,004 at 4% or $419,336 at 6%; with 100% employer match about $471,753 at 4% or $314,502 at 6%.
2023118$4,383,281$727,245$40,403iApproximate average salary by contribution assumption: employee only about $1,010,063 at 4% or $673,375 at 6%; with 50% employer match about $673,375 at 4% or $448,917 at 6%; with 100% employer match about $505,031 at 4% or $336,688 at 6%.
Proficio Capital Partners LLC 401(K) Plan-18$4,383,281$727,245$40,403iApproximate average salary by contribution assumption: employee only about $1,010,063 at 4% or $673,375 at 6%; with 50% employer match about $673,375 at 4% or $448,917 at 6%; with 100% employer match about $505,031 at 4% or $336,688 at 6%.
2022117$3,025,518$1,088,188$64,011iApproximate average salary by contribution assumption: employee only about $1,600,276 at 4% or $1,066,851 at 6%; with 50% employer match about $1,066,851 at 4% or $711,234 at 6%; with 100% employer match about $800,138 at 4% or $533,425 at 6%.
Proficio Capital Partners LLC 401(K) Plan-17$3,025,518$1,088,188$64,011iApproximate average salary by contribution assumption: employee only about $1,600,276 at 4% or $1,066,851 at 6%; with 50% employer match about $1,066,851 at 4% or $711,234 at 6%; with 100% employer match about $800,138 at 4% or $533,425 at 6%.
2021114$2,595,324$546,375$39,027iApproximate average salary by contribution assumption: employee only about $975,670 at 4% or $650,446 at 6%; with 50% employer match about $650,446 at 4% or $433,631 at 6%; with 100% employer match about $487,835 at 4% or $325,223 at 6%.
Proficio Capital Partners LLC 401(K) Plan-14$2,595,324$546,375$39,027iApproximate average salary by contribution assumption: employee only about $975,670 at 4% or $650,446 at 6%; with 50% employer match about $650,446 at 4% or $433,631 at 6%; with 100% employer match about $487,835 at 4% or $325,223 at 6%.
2020110$1,740,925$421,914$42,191iApproximate average salary by contribution assumption: employee only about $1,054,785 at 4% or $703,190 at 6%; with 50% employer match about $703,190 at 4% or $468,793 at 6%; with 100% employer match about $527,393 at 4% or $351,595 at 6%.
Proficio Capital Partners LLC 401(K) Plan-10$1,740,925$421,914$42,191iApproximate average salary by contribution assumption: employee only about $1,054,785 at 4% or $703,190 at 6%; with 50% employer match about $703,190 at 4% or $468,793 at 6%; with 100% employer match about $527,393 at 4% or $351,595 at 6%.
201917$1,053,711$302,445$43,206iApproximate average salary by contribution assumption: employee only about $1,080,161 at 4% or $720,107 at 6%; with 50% employer match about $720,107 at 4% or $480,071 at 6%; with 100% employer match about $540,080 at 4% or $360,054 at 6%.
Proficio Capital Partners LLC 401(K) Plan-7$1,053,711$302,445$43,206iApproximate average salary by contribution assumption: employee only about $1,080,161 at 4% or $720,107 at 6%; with 50% employer match about $720,107 at 4% or $480,071 at 6%; with 100% employer match about $540,080 at 4% or $360,054 at 6%.
201816$565,564$251,152$41,859iApproximate average salary by contribution assumption: employee only about $1,046,467 at 4% or $697,644 at 6%; with 50% employer match about $697,644 at 4% or $465,096 at 6%; with 100% employer match about $523,233 at 4% or $348,822 at 6%.
Proficio Capital Partners LLC 401(K) Plan-6$565,564$251,152$41,859iApproximate average salary by contribution assumption: employee only about $1,046,467 at 4% or $697,644 at 6%; with 50% employer match about $697,644 at 4% or $465,096 at 6%; with 100% employer match about $523,233 at 4% or $348,822 at 6%.
201716$376,948$224,293$37,382iApproximate average salary by contribution assumption: employee only about $934,554 at 4% or $623,036 at 6%; with 50% employer match about $623,036 at 4% or $415,357 at 6%; with 100% employer match about $467,277 at 4% or $311,518 at 6%.
Proficio Capital Partners LLC 401(K) Plan-6$376,948$224,293$37,382iApproximate average salary by contribution assumption: employee only about $934,554 at 4% or $623,036 at 6%; with 50% employer match about $623,036 at 4% or $415,357 at 6%; with 100% employer match about $467,277 at 4% or $311,518 at 6%.
201615$99,694$97,286$19,457iApproximate average salary by contribution assumption: employee only about $486,430 at 4% or $324,287 at 6%; with 50% employer match about $324,287 at 4% or $216,191 at 6%; with 100% employer match about $243,215 at 4% or $162,143 at 6%.
Proficio Capital Partners LLC 401(K) Plan-5$99,694$97,286$19,457iApproximate average salary by contribution assumption: employee only about $486,430 at 4% or $324,287 at 6%; with 50% employer match about $324,287 at 4% or $216,191 at 6%; with 100% employer match about $243,215 at 4% or $162,143 at 6%.