Civic Intelligence

Preferred Capital Management LLC

Plan context: Preferred Capital Management LLC 401(K) Plan

EIN 58-2626649 • Gainesville, GA • 12 filings • 1 plans

200 N. Main St, Suite 200Gainesville, GA 30501
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,190,317

2024 Contributions

$138,435

Historical Graphs

Total Assets Over Time

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

$1,190,317$595,159$0201320192024YearValue
$1,190,317Latest year 2024

Participants Over Time

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

320201320192024YearValue
3Latest 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
202413$1,190,317$138,435$46,145iApproximate average salary by contribution assumption: employee only about $1,153,625 at 4% or $769,083 at 6%; with 50% employer match about $769,083 at 4% or $512,722 at 6%; with 100% employer match about $576,813 at 4% or $384,542 at 6%.
Preferred Capital Management LLC 401(K) Plan-3$1,190,317$138,435$46,145iApproximate average salary by contribution assumption: employee only about $1,153,625 at 4% or $769,083 at 6%; with 50% employer match about $769,083 at 4% or $512,722 at 6%; with 100% employer match about $576,813 at 4% or $384,542 at 6%.
202313$957,201$134,751$44,917iApproximate average salary by contribution assumption: employee only about $1,122,925 at 4% or $748,617 at 6%; with 50% employer match about $748,617 at 4% or $499,078 at 6%; with 100% employer match about $561,463 at 4% or $374,308 at 6%.
Preferred Capital Management LLC 401(K) Plan-3$957,201$134,751$44,917iApproximate average salary by contribution assumption: employee only about $1,122,925 at 4% or $748,617 at 6%; with 50% employer match about $748,617 at 4% or $499,078 at 6%; with 100% employer match about $561,463 at 4% or $374,308 at 6%.
202213$590,789$125,250$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
Preferred Capital Management LLC 401(K) Plan-3$590,789$125,250$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
202113$616,209$113,066$37,689iApproximate average salary by contribution assumption: employee only about $942,217 at 4% or $628,144 at 6%; with 50% employer match about $628,144 at 4% or $418,763 at 6%; with 100% employer match about $471,108 at 4% or $314,072 at 6%.
Preferred Capital Management LLC 401(K) Plan-3$616,209$113,066$37,689iApproximate average salary by contribution assumption: employee only about $942,217 at 4% or $628,144 at 6%; with 50% employer match about $628,144 at 4% or $418,763 at 6%; with 100% employer match about $471,108 at 4% or $314,072 at 6%.
202012$450,358$61,458$30,729iApproximate average salary by contribution assumption: employee only about $768,225 at 4% or $512,150 at 6%; with 50% employer match about $512,150 at 4% or $341,433 at 6%; with 100% employer match about $384,113 at 4% or $256,075 at 6%.
Preferred Capital Management LLC 401(K) Plan-2$450,358$61,458$30,729iApproximate average salary by contribution assumption: employee only about $768,225 at 4% or $512,150 at 6%; with 50% employer match about $512,150 at 4% or $341,433 at 6%; with 100% employer match about $384,113 at 4% or $256,075 at 6%.
201913$323,119$15,078$5,026iApproximate average salary by contribution assumption: employee only about $125,650 at 4% or $83,767 at 6%; with 50% employer match about $83,767 at 4% or $55,844 at 6%; with 100% employer match about $62,825 at 4% or $41,883 at 6%.
Preferred Capital Management LLC 401(K) Plan-3$323,119$15,078$5,026iApproximate average salary by contribution assumption: employee only about $125,650 at 4% or $83,767 at 6%; with 50% employer match about $83,767 at 4% or $55,844 at 6%; with 100% employer match about $62,825 at 4% or $41,883 at 6%.
201813$244,110$41,020$13,673iApproximate average salary by contribution assumption: employee only about $341,833 at 4% or $227,889 at 6%; with 50% employer match about $227,889 at 4% or $151,926 at 6%; with 100% employer match about $170,917 at 4% or $113,944 at 6%.
Preferred Capital Management LLC 401(K) Plan-3$244,110$41,020$13,673iApproximate average salary by contribution assumption: employee only about $341,833 at 4% or $227,889 at 6%; with 50% employer match about $227,889 at 4% or $151,926 at 6%; with 100% employer match about $170,917 at 4% or $113,944 at 6%.
201712$255,569$37,560$18,780iApproximate average salary by contribution assumption: employee only about $469,500 at 4% or $313,000 at 6%; with 50% employer match about $313,000 at 4% or $208,667 at 6%; with 100% employer match about $234,750 at 4% or $156,500 at 6%.
Preferred Capital Management LLC 401(K) Plan-2$255,569$37,560$18,780iApproximate average salary by contribution assumption: employee only about $469,500 at 4% or $313,000 at 6%; with 50% employer match about $313,000 at 4% or $208,667 at 6%; with 100% employer match about $234,750 at 4% or $156,500 at 6%.
201612$275,281$62,812$31,406iApproximate average salary by contribution assumption: employee only about $785,150 at 4% or $523,433 at 6%; with 50% employer match about $523,433 at 4% or $348,956 at 6%; with 100% employer match about $392,575 at 4% or $261,717 at 6%.
Preferred Capital Management LLC 401(K) Plan-2$275,281$62,812$31,406iApproximate average salary by contribution assumption: employee only about $785,150 at 4% or $523,433 at 6%; with 50% employer match about $523,433 at 4% or $348,956 at 6%; with 100% employer match about $392,575 at 4% or $261,717 at 6%.
201512$198,664$68,801$34,401iApproximate average salary by contribution assumption: employee only about $860,013 at 4% or $573,342 at 6%; with 50% employer match about $573,342 at 4% or $382,228 at 6%; with 100% employer match about $430,006 at 4% or $286,671 at 6%.
Preferred Capital Management LLC 401(K) Plan-2$198,664$68,801$34,401iApproximate average salary by contribution assumption: employee only about $860,013 at 4% or $573,342 at 6%; with 50% employer match about $573,342 at 4% or $382,228 at 6%; with 100% employer match about $430,006 at 4% or $286,671 at 6%.
201412$152,431$73,642$36,821iApproximate average salary by contribution assumption: employee only about $920,525 at 4% or $613,683 at 6%; with 50% employer match about $613,683 at 4% or $409,122 at 6%; with 100% employer match about $460,263 at 4% or $306,842 at 6%.
Preferred Capital Management LLC 401(K) Plan-2$152,431$73,642$36,821iApproximate average salary by contribution assumption: employee only about $920,525 at 4% or $613,683 at 6%; with 50% employer match about $613,683 at 4% or $409,122 at 6%; with 100% employer match about $460,263 at 4% or $306,842 at 6%.
201312$71,130$69,948$34,974iApproximate average salary by contribution assumption: employee only about $874,350 at 4% or $582,900 at 6%; with 50% employer match about $582,900 at 4% or $388,600 at 6%; with 100% employer match about $437,175 at 4% or $291,450 at 6%.
Preferred Capital Management LLC 401(K) Plan-2$71,130$69,948$34,974iApproximate average salary by contribution assumption: employee only about $874,350 at 4% or $582,900 at 6%; with 50% employer match about $582,900 at 4% or $388,600 at 6%; with 100% employer match about $437,175 at 4% or $291,450 at 6%.