Civic Intelligence

Professional Advisory Services Inc

Plan context: Professional Advisory Services Inc Profit Sharing Plan

EIN 59-1743313 • Vero Beach, FL • 45 filings • 6 plans

2770 Indian River BlvdSte 204Vero Beach, FL 32960
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$21,542,757

2024 Contributions

$969,888

Historical Graphs

Total Assets Over Time

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

$21,542,757$10,771,379$0199920122024YearValue
$21,542,757Latest year 2024

Participants Over Time

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

1680199920122024YearValue
14Latest 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
2024214$21,542,757$969,888$69,278iApproximate average salary by contribution assumption: employee only about $1,731,943 at 4% or $1,154,629 at 6%; with 50% employer match about $1,154,629 at 4% or $769,752 at 6%; with 100% employer match about $865,971 at 4% or $577,314 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-14$13,547,431$568,073$40,577iApproximate average salary by contribution assumption: employee only about $1,014,416 at 4% or $676,277 at 6%; with 50% employer match about $676,277 at 4% or $450,852 at 6%; with 100% employer match about $507,208 at 4% or $338,139 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-13$7,995,326$401,815$30,909iApproximate average salary by contribution assumption: employee only about $772,721 at 4% or $515,147 at 6%; with 50% employer match about $515,147 at 4% or $343,432 at 6%; with 100% employer match about $386,361 at 4% or $257,574 at 6%.
2023214$19,753,073$905,409$64,672iApproximate average salary by contribution assumption: employee only about $1,616,802 at 4% or $1,077,868 at 6%; with 50% employer match about $1,077,868 at 4% or $718,579 at 6%; with 100% employer match about $808,401 at 4% or $538,934 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-14$12,733,112$532,374$38,027iApproximate average salary by contribution assumption: employee only about $950,668 at 4% or $633,779 at 6%; with 50% employer match about $633,779 at 4% or $422,519 at 6%; with 100% employer match about $475,334 at 4% or $316,889 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-13$7,019,961$373,035$28,695iApproximate average salary by contribution assumption: employee only about $717,375 at 4% or $478,250 at 6%; with 50% employer match about $478,250 at 4% or $318,833 at 6%; with 100% employer match about $358,688 at 4% or $239,125 at 6%.
2022214$17,639,529$882,974$63,070iApproximate average salary by contribution assumption: employee only about $1,576,739 at 4% or $1,051,160 at 6%; with 50% employer match about $1,051,160 at 4% or $700,773 at 6%; with 100% employer match about $788,370 at 4% or $525,580 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-14$11,750,674$499,821$35,702iApproximate average salary by contribution assumption: employee only about $892,538 at 4% or $595,025 at 6%; with 50% employer match about $595,025 at 4% or $396,683 at 6%; with 100% employer match about $446,269 at 4% or $297,513 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-13$5,888,855$383,153$29,473iApproximate average salary by contribution assumption: employee only about $736,833 at 4% or $491,222 at 6%; with 50% employer match about $491,222 at 4% or $327,481 at 6%; with 100% employer match about $368,416 at 4% or $245,611 at 6%.
2021214$19,104,296$865,807$61,843iApproximate average salary by contribution assumption: employee only about $1,546,084 at 4% or $1,030,723 at 6%; with 50% employer match about $1,030,723 at 4% or $687,148 at 6%; with 100% employer match about $773,042 at 4% or $515,361 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-14$12,859,845$480,522$34,323iApproximate average salary by contribution assumption: employee only about $858,075 at 4% or $572,050 at 6%; with 50% employer match about $572,050 at 4% or $381,367 at 6%; with 100% employer match about $429,038 at 4% or $286,025 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-13$6,244,451$385,285$29,637iApproximate average salary by contribution assumption: employee only about $740,933 at 4% or $493,955 at 6%; with 50% employer match about $493,955 at 4% or $329,303 at 6%; with 100% employer match about $370,466 at 4% or $246,978 at 6%.
2020215$16,669,440$834,297$55,620iApproximate average salary by contribution assumption: employee only about $1,390,495 at 4% or $926,997 at 6%; with 50% employer match about $926,997 at 4% or $617,998 at 6%; with 100% employer match about $695,248 at 4% or $463,498 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-15$11,404,195$474,297$31,620iApproximate average salary by contribution assumption: employee only about $790,495 at 4% or $526,997 at 6%; with 50% employer match about $526,997 at 4% or $351,331 at 6%; with 100% employer match about $395,248 at 4% or $263,498 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-14$5,265,245$360,000$25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%.
2019215$18,631,231$874,980$58,332iApproximate average salary by contribution assumption: employee only about $1,458,300 at 4% or $972,200 at 6%; with 50% employer match about $972,200 at 4% or $648,133 at 6%; with 100% employer match about $729,150 at 4% or $486,100 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-15$14,315,647$434,980$28,999iApproximate average salary by contribution assumption: employee only about $724,967 at 4% or $483,311 at 6%; with 50% employer match about $483,311 at 4% or $322,207 at 6%; with 100% employer match about $362,483 at 4% or $241,656 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-14$4,315,584$440,000$31,429iApproximate average salary by contribution assumption: employee only about $785,714 at 4% or $523,810 at 6%; with 50% employer match about $523,810 at 4% or $349,206 at 6%; with 100% employer match about $392,857 at 4% or $261,905 at 6%.
2018214$14,276,432$620,737$44,338iApproximate average salary by contribution assumption: employee only about $1,108,459 at 4% or $738,973 at 6%; with 50% employer match about $738,973 at 4% or $492,648 at 6%; with 100% employer match about $554,229 at 4% or $369,486 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-14$11,057,370$399,148$28,511iApproximate average salary by contribution assumption: employee only about $712,764 at 4% or $475,176 at 6%; with 50% employer match about $475,176 at 4% or $316,784 at 6%; with 100% employer match about $356,382 at 4% or $237,588 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-13$3,219,062$221,589$17,045iApproximate average salary by contribution assumption: employee only about $426,133 at 4% or $284,088 at 6%; with 50% employer match about $284,088 at 4% or $189,392 at 6%; with 100% employer match about $213,066 at 4% or $142,044 at 6%.
2017213$13,846,874$761,441$58,572iApproximate average salary by contribution assumption: employee only about $1,464,310 at 4% or $976,206 at 6%; with 50% employer match about $976,206 at 4% or $650,804 at 6%; with 100% employer match about $732,155 at 4% or $488,103 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-13$10,827,579$380,522$29,271iApproximate average salary by contribution assumption: employee only about $731,773 at 4% or $487,849 at 6%; with 50% employer match about $487,849 at 4% or $325,232 at 6%; with 100% employer match about $365,887 at 4% or $243,924 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-12$3,019,295$380,919$31,743iApproximate average salary by contribution assumption: employee only about $793,581 at 4% or $529,054 at 6%; with 50% employer match about $529,054 at 4% or $352,703 at 6%; with 100% employer match about $396,791 at 4% or $264,527 at 6%.
2016213$11,547,552$747,415$57,493iApproximate average salary by contribution assumption: employee only about $1,437,337 at 4% or $958,224 at 6%; with 50% employer match about $958,224 at 4% or $638,816 at 6%; with 100% employer match about $718,668 at 4% or $479,112 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-13$9,172,037$369,711$28,439iApproximate average salary by contribution assumption: employee only about $710,983 at 4% or $473,988 at 6%; with 50% employer match about $473,988 at 4% or $315,992 at 6%; with 100% employer match about $355,491 at 4% or $236,994 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-12$2,375,515$377,704$31,475iApproximate average salary by contribution assumption: employee only about $786,883 at 4% or $524,589 at 6%; with 50% employer match about $524,589 at 4% or $349,726 at 6%; with 100% employer match about $393,442 at 4% or $262,294 at 6%.
2015212$9,822,998$783,081$65,257iApproximate average salary by contribution assumption: employee only about $1,631,419 at 4% or $1,087,613 at 6%; with 50% employer match about $1,087,613 at 4% or $725,075 at 6%; with 100% employer match about $815,709 at 4% or $543,806 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-12$7,989,793$344,191$28,683iApproximate average salary by contribution assumption: employee only about $717,065 at 4% or $478,043 at 6%; with 50% employer match about $478,043 at 4% or $318,695 at 6%; with 100% employer match about $358,532 at 4% or $239,022 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-11$1,833,205$438,890$39,899iApproximate average salary by contribution assumption: employee only about $997,477 at 4% or $664,985 at 6%; with 50% employer match about $664,985 at 4% or $443,323 at 6%; with 100% employer match about $498,739 at 4% or $332,492 at 6%.
2014212$10,451,776$676,199$56,350iApproximate average salary by contribution assumption: employee only about $1,408,748 at 4% or $939,165 at 6%; with 50% employer match about $939,165 at 4% or $626,110 at 6%; with 100% employer match about $704,374 at 4% or $469,583 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-12$9,054,442$365,993$30,499iApproximate average salary by contribution assumption: employee only about $762,485 at 4% or $508,324 at 6%; with 50% employer match about $508,324 at 4% or $338,882 at 6%; with 100% employer match about $381,243 at 4% or $254,162 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-10$1,397,334$310,206$31,021iApproximate average salary by contribution assumption: employee only about $775,515 at 4% or $517,010 at 6%; with 50% employer match about $517,010 at 4% or $344,673 at 6%; with 100% employer match about $387,758 at 4% or $258,505 at 6%.
2013213$9,209,475$681,882$52,452iApproximate average salary by contribution assumption: employee only about $1,311,312 at 4% or $874,208 at 6%; with 50% employer match about $874,208 at 4% or $582,805 at 6%; with 100% employer match about $655,656 at 4% or $437,104 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-13$8,192,728$376,882$28,991iApproximate average salary by contribution assumption: employee only about $724,773 at 4% or $483,182 at 6%; with 50% employer match about $483,182 at 4% or $322,121 at 6%; with 100% employer match about $362,387 at 4% or $241,591 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-11$1,016,747$305,000$27,727iApproximate average salary by contribution assumption: employee only about $693,182 at 4% or $462,121 at 6%; with 50% employer match about $462,121 at 4% or $308,081 at 6%; with 100% employer match about $346,591 at 4% or $231,061 at 6%.
2012211$6,971,362$536,899$48,809iApproximate average salary by contribution assumption: employee only about $1,220,225 at 4% or $813,483 at 6%; with 50% employer match about $813,483 at 4% or $542,322 at 6%; with 100% employer match about $610,113 at 4% or $406,742 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-11$6,363,210$346,899$31,536iApproximate average salary by contribution assumption: employee only about $788,407 at 4% or $525,605 at 6%; with 50% employer match about $525,605 at 4% or $350,403 at 6%; with 100% employer match about $394,203 at 4% or $262,802 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-10$608,152$190,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
2011211$5,640,471$564,811$51,346iApproximate average salary by contribution assumption: employee only about $1,283,661 at 4% or $855,774 at 6%; with 50% employer match about $855,774 at 4% or $570,516 at 6%; with 100% employer match about $641,831 at 4% or $427,887 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-11$5,264,904$339,811$30,892iApproximate average salary by contribution assumption: employee only about $772,298 at 4% or $514,865 at 6%; with 50% employer match about $514,865 at 4% or $343,243 at 6%; with 100% employer match about $386,149 at 4% or $257,433 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-11$375,567$225,000$20,455iApproximate average salary by contribution assumption: employee only about $511,364 at 4% or $340,909 at 6%; with 50% employer match about $340,909 at 4% or $227,273 at 6%; with 100% employer match about $255,682 at 4% or $170,455 at 6%.
2010211$4,861,435$474,547$43,141iApproximate average salary by contribution assumption: employee only about $1,078,516 at 4% or $719,011 at 6%; with 50% employer match about $719,011 at 4% or $479,340 at 6%; with 100% employer match about $539,258 at 4% or $359,505 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-11$4,719,774$335,581$30,507iApproximate average salary by contribution assumption: employee only about $762,684 at 4% or $508,456 at 6%; with 50% employer match about $508,456 at 4% or $338,971 at 6%; with 100% employer match about $381,342 at 4% or $254,228 at 6%.
Professional Advisory Services Inc. Cash Balance Plan-11$141,661$138,966$12,633iApproximate average salary by contribution assumption: employee only about $315,832 at 4% or $210,555 at 6%; with 50% employer match about $210,555 at 4% or $140,370 at 6%; with 100% employer match about $157,916 at 4% or $105,277 at 6%.
2009111$4,014,846$339,353$30,850iApproximate average salary by contribution assumption: employee only about $771,257 at 4% or $514,171 at 6%; with 50% employer match about $514,171 at 4% or $342,781 at 6%; with 100% employer match about $385,628 at 4% or $257,086 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-11$4,014,846$339,353$30,850iApproximate average salary by contribution assumption: employee only about $771,257 at 4% or $514,171 at 6%; with 50% employer match about $514,171 at 4% or $342,781 at 6%; with 100% employer match about $385,628 at 4% or $257,086 at 6%.
2008110$3,779,292$291,954$29,195iApproximate average salary by contribution assumption: employee only about $729,885 at 4% or $486,590 at 6%; with 50% employer match about $486,590 at 4% or $324,393 at 6%; with 100% employer match about $364,943 at 4% or $243,295 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-10$3,779,292$291,954$29,195iApproximate average salary by contribution assumption: employee only about $729,885 at 4% or $486,590 at 6%; with 50% employer match about $486,590 at 4% or $324,393 at 6%; with 100% employer match about $364,943 at 4% or $243,295 at 6%.
200719$0$0-
Professional Advisory Services Inc Profit Sharing Plan-9---
2006111$6,069,738$310,587$28,235iApproximate average salary by contribution assumption: employee only about $705,880 at 4% or $470,586 at 6%; with 50% employer match about $470,586 at 4% or $313,724 at 6%; with 100% employer match about $352,940 at 4% or $235,293 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-11$6,069,738$310,587$28,235iApproximate average salary by contribution assumption: employee only about $705,880 at 4% or $470,586 at 6%; with 50% employer match about $470,586 at 4% or $313,724 at 6%; with 100% employer match about $352,940 at 4% or $235,293 at 6%.
2005113$5,183,951$297,963$22,920iApproximate average salary by contribution assumption: employee only about $573,006 at 4% or $382,004 at 6%; with 50% employer match about $382,004 at 4% or $254,669 at 6%; with 100% employer match about $286,503 at 4% or $191,002 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-13$5,183,951$297,963$22,920iApproximate average salary by contribution assumption: employee only about $573,006 at 4% or $382,004 at 6%; with 50% employer match about $382,004 at 4% or $254,669 at 6%; with 100% employer match about $286,503 at 4% or $191,002 at 6%.
2004113$6,636,499$285,415$21,955iApproximate average salary by contribution assumption: employee only about $548,875 at 4% or $365,917 at 6%; with 50% employer match about $365,917 at 4% or $243,944 at 6%; with 100% employer match about $274,438 at 4% or $182,958 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-13$6,636,499$285,415$21,955iApproximate average salary by contribution assumption: employee only about $548,875 at 4% or $365,917 at 6%; with 50% employer match about $365,917 at 4% or $243,944 at 6%; with 100% employer match about $274,438 at 4% or $182,958 at 6%.
2003115$6,223,146$256,555$17,104iApproximate average salary by contribution assumption: employee only about $427,592 at 4% or $285,061 at 6%; with 50% employer match about $285,061 at 4% or $190,041 at 6%; with 100% employer match about $213,796 at 4% or $142,531 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-15$6,223,146$256,555$17,104iApproximate average salary by contribution assumption: employee only about $427,592 at 4% or $285,061 at 6%; with 50% employer match about $285,061 at 4% or $190,041 at 6%; with 100% employer match about $213,796 at 4% or $142,531 at 6%.
2002216$5,352,129$285,773$17,861iApproximate average salary by contribution assumption: employee only about $446,520 at 4% or $297,680 at 6%; with 50% employer match about $297,680 at 4% or $198,453 at 6%; with 100% employer match about $223,260 at 4% or $148,840 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-16$5,352,129$285,773$17,861iApproximate average salary by contribution assumption: employee only about $446,520 at 4% or $297,680 at 6%; with 50% employer match about $297,680 at 4% or $198,453 at 6%; with 100% employer match about $223,260 at 4% or $148,840 at 6%.
Professional Advisory Services Inc Money Purchase Pension Plan-0---
2001215$6,009,157$231,058$15,404iApproximate average salary by contribution assumption: employee only about $385,097 at 4% or $256,731 at 6%; with 50% employer match about $256,731 at 4% or $171,154 at 6%; with 100% employer match about $192,548 at 4% or $128,366 at 6%.
Professional Advisory Services Inc Money Purchase Pension Plan-15$3,358,792$101,423$6,762iApproximate average salary by contribution assumption: employee only about $169,038 at 4% or $112,692 at 6%; with 50% employer match about $112,692 at 4% or $75,128 at 6%; with 100% employer match about $84,519 at 4% or $56,346 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-15$2,650,365$129,635$8,642iApproximate average salary by contribution assumption: employee only about $216,058 at 4% or $144,039 at 6%; with 50% employer match about $144,039 at 4% or $96,026 at 6%; with 100% employer match about $108,029 at 4% or $72,019 at 6%.
2000213$6,468,852$176,586$13,584iApproximate average salary by contribution assumption: employee only about $339,588 at 4% or $226,392 at 6%; with 50% employer match about $226,392 at 4% or $150,928 at 6%; with 100% employer match about $169,794 at 4% or $113,196 at 6%.
Professional Advisory Services Inc Money Purchase Pension Plan-13$3,491,318$70,855$5,450iApproximate average salary by contribution assumption: employee only about $136,260 at 4% or $90,840 at 6%; with 50% employer match about $90,840 at 4% or $60,560 at 6%; with 100% employer match about $68,130 at 4% or $45,420 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-13$2,977,534$105,731$8,133iApproximate average salary by contribution assumption: employee only about $203,329 at 4% or $135,553 at 6%; with 50% employer match about $135,553 at 4% or $90,368 at 6%; with 100% employer match about $101,664 at 4% or $67,776 at 6%.
1999213$6,426,640$175,645$13,511iApproximate average salary by contribution assumption: employee only about $337,779 at 4% or $225,186 at 6%; with 50% employer match about $225,186 at 4% or $150,124 at 6%; with 100% employer match about $168,889 at 4% or $112,593 at 6%.
Professional Advisory Services Inc Money Purchase Pension Plan-13$3,527,508$70,258$5,404iApproximate average salary by contribution assumption: employee only about $135,112 at 4% or $90,074 at 6%; with 50% employer match about $90,074 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,037 at 6%.
Professional Advisory Services Inc Profit Sharing Plan-13$2,899,132$105,387$8,107iApproximate average salary by contribution assumption: employee only about $202,667 at 4% or $135,112 at 6%; with 50% employer match about $135,112 at 4% or $90,074 at 6%; with 100% employer match about $101,334 at 4% or $67,556 at 6%.