Prism Financial Group, L.L.C.
Plan context: Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan
EIN 48-1215504 • Overland Park, KS • 33 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$6,497,121
2025 Contributions
$376,065
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 | 10 | $6,497,121 | $376,065 | $37,607iApproximate average salary by contribution assumption: employee only about $940,163 at 4% or $626,775 at 6%; with 50% employer match about $626,775 at 4% or $417,850 at 6%; with 100% employer match about $470,081 at 4% or $313,388 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 10 | $6,497,121 | $376,065 | $37,607iApproximate average salary by contribution assumption: employee only about $940,163 at 4% or $626,775 at 6%; with 50% employer match about $626,775 at 4% or $417,850 at 6%; with 100% employer match about $470,081 at 4% or $313,388 at 6%. |
| 2024 | 1 | 9 | $5,309,431 | $316,309 | $35,145iApproximate average salary by contribution assumption: employee only about $878,636 at 4% or $585,757 at 6%; with 50% employer match about $585,757 at 4% or $390,505 at 6%; with 100% employer match about $439,318 at 4% or $292,879 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 9 | $5,309,431 | $316,309 | $35,145iApproximate average salary by contribution assumption: employee only about $878,636 at 4% or $585,757 at 6%; with 50% employer match about $585,757 at 4% or $390,505 at 6%; with 100% employer match about $439,318 at 4% or $292,879 at 6%. |
| 2023 | 1 | 8 | $4,690,607 | $278,290 | $34,786iApproximate average salary by contribution assumption: employee only about $869,656 at 4% or $579,771 at 6%; with 50% employer match about $579,771 at 4% or $386,514 at 6%; with 100% employer match about $434,828 at 4% or $289,885 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 8 | $4,690,607 | $278,290 | $34,786iApproximate average salary by contribution assumption: employee only about $869,656 at 4% or $579,771 at 6%; with 50% employer match about $579,771 at 4% or $386,514 at 6%; with 100% employer match about $434,828 at 4% or $289,885 at 6%. |
| 2022 | 1 | 8 | $3,908,860 | $252,030 | $31,504iApproximate average salary by contribution assumption: employee only about $787,594 at 4% or $525,063 at 6%; with 50% employer match about $525,063 at 4% or $350,042 at 6%; with 100% employer match about $393,797 at 4% or $262,531 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 8 | $3,908,860 | $252,030 | $31,504iApproximate average salary by contribution assumption: employee only about $787,594 at 4% or $525,063 at 6%; with 50% employer match about $525,063 at 4% or $350,042 at 6%; with 100% employer match about $393,797 at 4% or $262,531 at 6%. |
| 2021 | 1 | 8 | $4,125,497 | $237,848 | $29,731iApproximate average salary by contribution assumption: employee only about $743,275 at 4% or $495,517 at 6%; with 50% employer match about $495,517 at 4% or $330,344 at 6%; with 100% employer match about $371,638 at 4% or $247,758 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 8 | $4,125,497 | $237,848 | $29,731iApproximate average salary by contribution assumption: employee only about $743,275 at 4% or $495,517 at 6%; with 50% employer match about $495,517 at 4% or $330,344 at 6%; with 100% employer match about $371,638 at 4% or $247,758 at 6%. |
| 2020 | 1 | 9 | $3,495,710 | $233,062 | $25,896iApproximate average salary by contribution assumption: employee only about $647,394 at 4% or $431,596 at 6%; with 50% employer match about $431,596 at 4% or $287,731 at 6%; with 100% employer match about $323,697 at 4% or $215,798 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 9 | $3,495,710 | $233,062 | $25,896iApproximate average salary by contribution assumption: employee only about $647,394 at 4% or $431,596 at 6%; with 50% employer match about $431,596 at 4% or $287,731 at 6%; with 100% employer match about $323,697 at 4% or $215,798 at 6%. |
| 2019 | 1 | 7 | $3,396,814 | $192,435 | $27,491iApproximate average salary by contribution assumption: employee only about $687,268 at 4% or $458,179 at 6%; with 50% employer match about $458,179 at 4% or $305,452 at 6%; with 100% employer match about $343,634 at 4% or $229,089 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 7 | $3,396,814 | $192,435 | $27,491iApproximate average salary by contribution assumption: employee only about $687,268 at 4% or $458,179 at 6%; with 50% employer match about $458,179 at 4% or $305,452 at 6%; with 100% employer match about $343,634 at 4% or $229,089 at 6%. |
| 2018 | 1 | 7 | $2,837,971 | $171,279 | $24,468iApproximate average salary by contribution assumption: employee only about $611,711 at 4% or $407,807 at 6%; with 50% employer match about $407,807 at 4% or $271,871 at 6%; with 100% employer match about $305,855 at 4% or $203,904 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 7 | $2,837,971 | $171,279 | $24,468iApproximate average salary by contribution assumption: employee only about $611,711 at 4% or $407,807 at 6%; with 50% employer match about $407,807 at 4% or $271,871 at 6%; with 100% employer match about $305,855 at 4% or $203,904 at 6%. |
| 2017 | 1 | 7 | $2,624,724 | $160,883 | $22,983iApproximate average salary by contribution assumption: employee only about $574,582 at 4% or $383,055 at 6%; with 50% employer match about $383,055 at 4% or $255,370 at 6%; with 100% employer match about $287,291 at 4% or $191,527 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 7 | $2,624,724 | $160,883 | $22,983iApproximate average salary by contribution assumption: employee only about $574,582 at 4% or $383,055 at 6%; with 50% employer match about $383,055 at 4% or $255,370 at 6%; with 100% employer match about $287,291 at 4% or $191,527 at 6%. |
| 2016 | 1 | 8 | $2,191,226 | $128,500 | $16,063iApproximate average salary by contribution assumption: employee only about $401,563 at 4% or $267,708 at 6%; with 50% employer match about $267,708 at 4% or $178,472 at 6%; with 100% employer match about $200,781 at 4% or $133,854 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 8 | $2,191,226 | $128,500 | $16,063iApproximate average salary by contribution assumption: employee only about $401,563 at 4% or $267,708 at 6%; with 50% employer match about $267,708 at 4% or $178,472 at 6%; with 100% employer match about $200,781 at 4% or $133,854 at 6%. |
| 2015 | 1 | 6 | $1,955,472 | $756,342 | $126,057iApproximate average salary by contribution assumption: employee only about $3,151,425 at 4% or $2,100,950 at 6%; with 50% employer match about $2,100,950 at 4% or $1,400,633 at 6%; with 100% employer match about $1,575,713 at 4% or $1,050,475 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 6 | $1,955,472 | $756,342 | $126,057iApproximate average salary by contribution assumption: employee only about $3,151,425 at 4% or $2,100,950 at 6%; with 50% employer match about $2,100,950 at 4% or $1,400,633 at 6%; with 100% employer match about $1,575,713 at 4% or $1,050,475 at 6%. |
| 2014 | 2 | 5 | $1,349,423 | $180,262 | $36,052iApproximate average salary by contribution assumption: employee only about $901,310 at 4% or $600,873 at 6%; with 50% employer match about $600,873 at 4% or $400,582 at 6%; with 100% employer match about $450,655 at 4% or $300,437 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 5 | $1,349,423 | $101,998 | $20,400iApproximate average salary by contribution assumption: employee only about $509,990 at 4% or $339,993 at 6%; with 50% employer match about $339,993 at 4% or $226,662 at 6%; with 100% employer match about $254,995 at 4% or $169,997 at 6%. |
| Prism Financial Group, L.L.C. Defined Benefit Pension Plan | - | 0 | $0 | $78,264 | - |
| 2013 | 2 | 4 | $1,817,656 | $151,849 | $37,962iApproximate average salary by contribution assumption: employee only about $949,056 at 4% or $632,704 at 6%; with 50% employer match about $632,704 at 4% or $421,803 at 6%; with 100% employer match about $474,528 at 4% or $316,352 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 4 | $1,209,139 | $88,849 | $22,212iApproximate average salary by contribution assumption: employee only about $555,306 at 4% or $370,204 at 6%; with 50% employer match about $370,204 at 4% or $246,803 at 6%; with 100% employer match about $277,653 at 4% or $185,102 at 6%. |
| Prism Financial Group, L.L.C. Defined Benefit Pension Plan | - | 4 | $608,517 | $63,000 | $15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%. |
| 2012 | 2 | 4 | $1,540,163 | $145,066 | $36,267iApproximate average salary by contribution assumption: employee only about $906,663 at 4% or $604,442 at 6%; with 50% employer match about $604,442 at 4% or $402,961 at 6%; with 100% employer match about $453,331 at 4% or $302,221 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 4 | $1,026,621 | $82,066 | $20,517iApproximate average salary by contribution assumption: employee only about $512,913 at 4% or $341,942 at 6%; with 50% employer match about $341,942 at 4% or $227,961 at 6%; with 100% employer match about $256,456 at 4% or $170,971 at 6%. |
| Prism Financial Group, L.L.C. Defined Benefit Pension Plan | - | 4 | $513,542 | $63,000 | $15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%. |
| 2011 | 2 | 4 | $1,411,586 | $202,135 | $50,534iApproximate average salary by contribution assumption: employee only about $1,263,344 at 4% or $842,229 at 6%; with 50% employer match about $842,229 at 4% or $561,486 at 6%; with 100% employer match about $631,672 at 4% or $421,115 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 4 | $1,004,232 | $52,135 | $13,034iApproximate average salary by contribution assumption: employee only about $325,844 at 4% or $217,229 at 6%; with 50% employer match about $217,229 at 4% or $144,819 at 6%; with 100% employer match about $162,922 at 4% or $108,615 at 6%. |
| Prism Financial Group, L.L.C. Defined Benefit Pension Plan | - | 4 | $407,354 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2010 | 2 | 5 | $1,247,066 | $148,920 | $29,784iApproximate average salary by contribution assumption: employee only about $744,600 at 4% or $496,400 at 6%; with 50% employer match about $496,400 at 4% or $330,933 at 6%; with 100% employer match about $372,300 at 4% or $248,200 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 5 | $983,811 | $81,282 | $16,256iApproximate average salary by contribution assumption: employee only about $406,410 at 4% or $270,940 at 6%; with 50% employer match about $270,940 at 4% or $180,627 at 6%; with 100% employer match about $203,205 at 4% or $135,470 at 6%. |
| Prism Financial Group, L.L.C. Defined Benefit Pension Plan | - | 5 | $263,255 | $67,638 | $13,528iApproximate average salary by contribution assumption: employee only about $338,190 at 4% or $225,460 at 6%; with 50% employer match about $225,460 at 4% or $150,307 at 6%; with 100% employer match about $169,095 at 4% or $112,730 at 6%. |
| 2009 | 2 | 5 | $990,707 | $319,131 | $63,826iApproximate average salary by contribution assumption: employee only about $1,595,655 at 4% or $1,063,770 at 6%; with 50% employer match about $1,063,770 at 4% or $709,180 at 6%; with 100% employer match about $797,828 at 4% or $531,885 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 5 | $807,764 | $257,388 | $51,478iApproximate average salary by contribution assumption: employee only about $1,286,940 at 4% or $857,960 at 6%; with 50% employer match about $857,960 at 4% or $571,973 at 6%; with 100% employer match about $643,470 at 4% or $428,980 at 6%. |
| Prism Financial Group, L.L.C. Defined Benefit Pension Plan | - | 5 | $182,943 | $61,743 | $12,349iApproximate average salary by contribution assumption: employee only about $308,715 at 4% or $205,810 at 6%; with 50% employer match about $205,810 at 4% or $137,207 at 6%; with 100% employer match about $154,358 at 4% or $102,905 at 6%. |
| 2008 | 2 | 4 | $501,422 | $128,528 | $32,132iApproximate average salary by contribution assumption: employee only about $803,300 at 4% or $535,533 at 6%; with 50% employer match about $535,533 at 4% or $357,022 at 6%; with 100% employer match about $401,650 at 4% or $267,767 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 4 | $410,084 | $73,528 | $18,382iApproximate average salary by contribution assumption: employee only about $459,550 at 4% or $306,367 at 6%; with 50% employer match about $306,367 at 4% or $204,244 at 6%; with 100% employer match about $229,775 at 4% or $153,183 at 6%. |
| Prism Financial Group, L.L.C. Defined Benefit Pension Plan | - | 4 | $91,338 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2007 | 2 | 4 | $645,324 | $125,426 | $31,357iApproximate average salary by contribution assumption: employee only about $783,913 at 4% or $522,608 at 6%; with 50% employer match about $522,608 at 4% or $348,406 at 6%; with 100% employer match about $391,956 at 4% or $261,304 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 4 | $590,790 | $70,892 | $17,723iApproximate average salary by contribution assumption: employee only about $443,075 at 4% or $295,383 at 6%; with 50% employer match about $295,383 at 4% or $196,922 at 6%; with 100% employer match about $221,538 at 4% or $147,692 at 6%. |
| Prism Financial Group, L.L.C. Defined Benefit Pension Plan | - | 4 | $54,534 | $54,534 | $13,634iApproximate average salary by contribution assumption: employee only about $340,838 at 4% or $227,225 at 6%; with 50% employer match about $227,225 at 4% or $151,483 at 6%; with 100% employer match about $170,419 at 4% or $113,613 at 6%. |
| 2006 | 1 | 3 | $526,243 | $76,112 | $25,371iApproximate average salary by contribution assumption: employee only about $634,267 at 4% or $422,844 at 6%; with 50% employer match about $422,844 at 4% or $281,896 at 6%; with 100% employer match about $317,133 at 4% or $211,422 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 3 | $526,243 | $76,112 | $25,371iApproximate average salary by contribution assumption: employee only about $634,267 at 4% or $422,844 at 6%; with 50% employer match about $422,844 at 4% or $281,896 at 6%; with 100% employer match about $317,133 at 4% or $211,422 at 6%. |
| 2005 | 1 | 3 | $366,223 | $65,008 | $21,669iApproximate average salary by contribution assumption: employee only about $541,733 at 4% or $361,156 at 6%; with 50% employer match about $361,156 at 4% or $240,770 at 6%; with 100% employer match about $270,867 at 4% or $180,578 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 3 | $366,223 | $65,008 | $21,669iApproximate average salary by contribution assumption: employee only about $541,733 at 4% or $361,156 at 6%; with 50% employer match about $361,156 at 4% or $240,770 at 6%; with 100% employer match about $270,867 at 4% or $180,578 at 6%. |
| 2004 | 1 | 3 | $260,848 | $62,050 | $20,683iApproximate average salary by contribution assumption: employee only about $517,083 at 4% or $344,722 at 6%; with 50% employer match about $344,722 at 4% or $229,815 at 6%; with 100% employer match about $258,542 at 4% or $172,361 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 3 | $260,848 | $62,050 | $20,683iApproximate average salary by contribution assumption: employee only about $517,083 at 4% or $344,722 at 6%; with 50% employer match about $344,722 at 4% or $229,815 at 6%; with 100% employer match about $258,542 at 4% or $172,361 at 6%. |
| 2003 | 1 | 3 | $169,019 | $57,106 | $19,035iApproximate average salary by contribution assumption: employee only about $475,883 at 4% or $317,256 at 6%; with 50% employer match about $317,256 at 4% or $211,504 at 6%; with 100% employer match about $237,942 at 4% or $158,628 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 3 | $169,019 | $57,106 | $19,035iApproximate average salary by contribution assumption: employee only about $475,883 at 4% or $317,256 at 6%; with 50% employer match about $317,256 at 4% or $211,504 at 6%; with 100% employer match about $237,942 at 4% or $158,628 at 6%. |
| 2002 | 1 | 3 | $95,039 | $71,370 | $23,790iApproximate average salary by contribution assumption: employee only about $594,750 at 4% or $396,500 at 6%; with 50% employer match about $396,500 at 4% or $264,333 at 6%; with 100% employer match about $297,375 at 4% or $198,250 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 3 | $95,039 | $71,370 | $23,790iApproximate average salary by contribution assumption: employee only about $594,750 at 4% or $396,500 at 6%; with 50% employer match about $396,500 at 4% or $264,333 at 6%; with 100% employer match about $297,375 at 4% or $198,250 at 6%. |
| 2001 | 1 | 4 | $35,331 | $34,524 | $8,631iApproximate average salary by contribution assumption: employee only about $215,775 at 4% or $143,850 at 6%; with 50% employer match about $143,850 at 4% or $95,900 at 6%; with 100% employer match about $107,888 at 4% or $71,925 at 6%. |
| Prism Financial Group, L.L.C. Profit Sharing 401(K) Plan | - | 4 | $35,331 | $34,524 | $8,631iApproximate average salary by contribution assumption: employee only about $215,775 at 4% or $143,850 at 6%; with 50% employer match about $143,850 at 4% or $95,900 at 6%; with 100% employer match about $107,888 at 4% or $71,925 at 6%. |