Priorty Mortgage Services
Plan context: Professional Employer Group Inc. 401K Profit Sharing Plan & Trust
EIN 57-1089575 • Hilton Head, SC • 4 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
8
2021 Assets
$1,142,764
2021 Contributions
$214,856
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 8 | $1,142,764 | $214,856 | $26,857iApproximate average salary by contribution assumption: employee only about $671,425 at 4% or $447,617 at 6%; with 50% employer match about $447,617 at 4% or $298,411 at 6%; with 100% employer match about $335,713 at 4% or $223,808 at 6%. |
| Professional Employer Group Inc. 401K Profit Sharing Plan & Trust | - | 8 | $842,662 | $120,535 | $15,067iApproximate average salary by contribution assumption: employee only about $376,672 at 4% or $251,115 at 6%; with 50% employer match about $251,115 at 4% or $167,410 at 6%; with 100% employer match about $188,336 at 4% or $125,557 at 6%. |
| CASSIDYCPA LLC CASH BALANCE PLAN | - | 7 | $300,102 | $94,321 | $13,474iApproximate average salary by contribution assumption: employee only about $336,861 at 4% or $224,574 at 6%; with 50% employer match about $224,574 at 4% or $149,716 at 6%; with 100% employer match about $168,430 at 4% or $112,287 at 6%. |
| 2000 | 1 | 6 | $0 | $0 | - |
| Professional Employer Group Inc. 401K Profit Sharing Plan & Trust | - | 6 | - | - | - |
| 1999 | 1 | 4 | $1,219 | $1,218 | $305iApproximate average salary by contribution assumption: employee only about $7,613 at 4% or $5,075 at 6%; with 50% employer match about $5,075 at 4% or $3,383 at 6%; with 100% employer match about $3,806 at 4% or $2,538 at 6%. |
| Professional Employer Group Inc. 401K Profit Sharing Plan & Trust | - | 4 | $1,219 | $1,218 | $305iApproximate average salary by contribution assumption: employee only about $7,613 at 4% or $5,075 at 6%; with 50% employer match about $5,075 at 4% or $3,383 at 6%; with 100% employer match about $3,806 at 4% or $2,538 at 6%. |