Civic Intelligence

THE PRIMARY GROUP, INC.

Plan context: Primary Group Inc. 401(K) Plan

EIN 59-3024264 • Altamonte Springs, FL • 24 filings • 4 plans

999 Douglas Ave.Suite 2225Altamonte Springs, FL 32714
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$294,671

2022 Contributions

$5,479

Historical Graphs

Total Assets Over Time

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

$610,158$305,079$0200020122022YearValue
$294,671Latest year 2022

Participants Over Time

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

23120200020112022YearValue
4Latest year 2022

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
202214$294,671$0-
Primary Group Inc. 401(K) Plan-4$294,671$0-
202114$328,858$0-
Primary Group Inc. 401(K) Plan-4$328,858--
202015$290,888$5,479$1,096iApproximate average salary by contribution assumption: employee only about $27,395 at 4% or $18,263 at 6%; with 50% employer match about $18,263 at 4% or $12,176 at 6%; with 100% employer match about $13,698 at 4% or $9,132 at 6%.
Primary Group Inc. 401(K) Plan-5$290,888$5,479$1,096iApproximate average salary by contribution assumption: employee only about $27,395 at 4% or $18,263 at 6%; with 50% employer match about $18,263 at 4% or $12,176 at 6%; with 100% employer match about $13,698 at 4% or $9,132 at 6%.
201915$263,817$4,444$889iApproximate average salary by contribution assumption: employee only about $22,220 at 4% or $14,813 at 6%; with 50% employer match about $14,813 at 4% or $9,876 at 6%; with 100% employer match about $11,110 at 4% or $7,407 at 6%.
Primary Group Inc. 401(K) Plan-5$263,817$4,444$889iApproximate average salary by contribution assumption: employee only about $22,220 at 4% or $14,813 at 6%; with 50% employer match about $14,813 at 4% or $9,876 at 6%; with 100% employer match about $11,110 at 4% or $7,407 at 6%.
201815$225,772$3,562$712iApproximate average salary by contribution assumption: employee only about $17,810 at 4% or $11,873 at 6%; with 50% employer match about $11,873 at 4% or $7,916 at 6%; with 100% employer match about $8,905 at 4% or $5,937 at 6%.
Primary Group Inc. 401(K) Plan-5$225,772$3,562$712iApproximate average salary by contribution assumption: employee only about $17,810 at 4% or $11,873 at 6%; with 50% employer match about $11,873 at 4% or $7,916 at 6%; with 100% employer match about $8,905 at 4% or $5,937 at 6%.
201715$410,563$17,790$3,558iApproximate average salary by contribution assumption: employee only about $88,950 at 4% or $59,300 at 6%; with 50% employer match about $59,300 at 4% or $39,533 at 6%; with 100% employer match about $44,475 at 4% or $29,650 at 6%.
Primary Group Inc. 401(K) Plan-5$410,563$17,790$3,558iApproximate average salary by contribution assumption: employee only about $88,950 at 4% or $59,300 at 6%; with 50% employer match about $59,300 at 4% or $39,533 at 6%; with 100% employer match about $44,475 at 4% or $29,650 at 6%.
201616$387,078$32,082$5,347iApproximate average salary by contribution assumption: employee only about $133,675 at 4% or $89,117 at 6%; with 50% employer match about $89,117 at 4% or $59,411 at 6%; with 100% employer match about $66,838 at 4% or $44,558 at 6%.
Primary Group Inc. 401(K) Plan-6$387,078$32,082$5,347iApproximate average salary by contribution assumption: employee only about $133,675 at 4% or $89,117 at 6%; with 50% employer match about $89,117 at 4% or $59,411 at 6%; with 100% employer match about $66,838 at 4% or $44,558 at 6%.
201516$357,491$34,775$5,796iApproximate average salary by contribution assumption: employee only about $144,896 at 4% or $96,597 at 6%; with 50% employer match about $96,597 at 4% or $64,398 at 6%; with 100% employer match about $72,448 at 4% or $48,299 at 6%.
Primary Group Inc. 401(K) Plan-6$357,491$34,775$5,796iApproximate average salary by contribution assumption: employee only about $144,896 at 4% or $96,597 at 6%; with 50% employer match about $96,597 at 4% or $64,398 at 6%; with 100% employer match about $72,448 at 4% or $48,299 at 6%.
201416$325,459$27,048$4,508iApproximate average salary by contribution assumption: employee only about $112,700 at 4% or $75,133 at 6%; with 50% employer match about $75,133 at 4% or $50,089 at 6%; with 100% employer match about $56,350 at 4% or $37,567 at 6%.
Primary Group Inc. 401(K) Plan-6$325,459$27,048$4,508iApproximate average salary by contribution assumption: employee only about $112,700 at 4% or $75,133 at 6%; with 50% employer match about $75,133 at 4% or $50,089 at 6%; with 100% employer match about $56,350 at 4% or $37,567 at 6%.
201316$283,685$26,703$4,451iApproximate average salary by contribution assumption: employee only about $111,263 at 4% or $74,175 at 6%; with 50% employer match about $74,175 at 4% or $49,450 at 6%; with 100% employer match about $55,631 at 4% or $37,088 at 6%.
Primary Group Inc. 401(K) Plan-6$283,685$26,703$4,451iApproximate average salary by contribution assumption: employee only about $111,263 at 4% or $74,175 at 6%; with 50% employer match about $74,175 at 4% or $49,450 at 6%; with 100% employer match about $55,631 at 4% or $37,088 at 6%.
201219$559,078$18,139$2,015iApproximate average salary by contribution assumption: employee only about $50,386 at 4% or $33,591 at 6%; with 50% employer match about $33,591 at 4% or $22,394 at 6%; with 100% employer match about $25,193 at 4% or $16,795 at 6%.
Primary Group Inc. 401(K) Plan-9$559,078$18,139$2,015iApproximate average salary by contribution assumption: employee only about $50,386 at 4% or $33,591 at 6%; with 50% employer match about $33,591 at 4% or $22,394 at 6%; with 100% employer match about $25,193 at 4% or $16,795 at 6%.
201119$518,548$30,244$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,006 at 4% or $28,004 at 6%.
Primary Group Inc. 401(K) Plan-9$518,548$30,244$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,006 at 4% or $28,004 at 6%.
2010216$610,158$123,419$7,714iApproximate average salary by contribution assumption: employee only about $192,842 at 4% or $128,561 at 6%; with 50% employer match about $128,561 at 4% or $85,708 at 6%; with 100% employer match about $96,421 at 4% or $64,281 at 6%.
Primary Group Inc. 401(K) Plan-16$610,158$46,458$2,904iApproximate average salary by contribution assumption: employee only about $72,591 at 4% or $48,394 at 6%; with 50% employer match about $48,394 at 4% or $32,263 at 6%; with 100% employer match about $36,295 at 4% or $24,197 at 6%.
The Primary Group Inc. Retirement Plan-0$0$76,961-
200915$530,516$67,184$13,437iApproximate average salary by contribution assumption: employee only about $335,920 at 4% or $223,947 at 6%; with 50% employer match about $223,947 at 4% or $149,298 at 6%; with 100% employer match about $167,960 at 4% or $111,973 at 6%.
The Primary Group Inc. Retirement Plan-5$530,516$67,184$13,437iApproximate average salary by contribution assumption: employee only about $335,920 at 4% or $223,947 at 6%; with 50% employer match about $223,947 at 4% or $149,298 at 6%; with 100% employer match about $167,960 at 4% or $111,973 at 6%.
2008123$496,268$162,701$7,074iApproximate average salary by contribution assumption: employee only about $176,849 at 4% or $117,899 at 6%; with 50% employer match about $117,899 at 4% or $78,600 at 6%; with 100% employer match about $88,424 at 4% or $58,950 at 6%.
The Primary Group Inc. Retirement Plan-23$496,268$162,701$7,074iApproximate average salary by contribution assumption: employee only about $176,849 at 4% or $117,899 at 6%; with 50% employer match about $117,899 at 4% or $78,600 at 6%; with 100% employer match about $88,424 at 4% or $58,950 at 6%.
2007118$585,882$184,181$10,232iApproximate average salary by contribution assumption: employee only about $255,807 at 4% or $170,538 at 6%; with 50% employer match about $170,538 at 4% or $113,692 at 6%; with 100% employer match about $127,903 at 4% or $85,269 at 6%.
The Primary Group Inc. Retirement Plan-18$585,882$184,181$10,232iApproximate average salary by contribution assumption: employee only about $255,807 at 4% or $170,538 at 6%; with 50% employer match about $170,538 at 4% or $113,692 at 6%; with 100% employer match about $127,903 at 4% or $85,269 at 6%.
2006117$421,383$137,534$8,090iApproximate average salary by contribution assumption: employee only about $202,256 at 4% or $134,837 at 6%; with 50% employer match about $134,837 at 4% or $89,892 at 6%; with 100% employer match about $101,128 at 4% or $67,419 at 6%.
The Primary Group Inc. Retirement Plan-17$421,383$137,534$8,090iApproximate average salary by contribution assumption: employee only about $202,256 at 4% or $134,837 at 6%; with 50% employer match about $134,837 at 4% or $89,892 at 6%; with 100% employer match about $101,128 at 4% or $67,419 at 6%.
2005116$250,794$101,383$6,336iApproximate average salary by contribution assumption: employee only about $158,411 at 4% or $105,607 at 6%; with 50% employer match about $105,607 at 4% or $70,405 at 6%; with 100% employer match about $79,205 at 4% or $52,804 at 6%.
The Primary Group Inc. Retirement Plan-16$250,794$101,383$6,336iApproximate average salary by contribution assumption: employee only about $158,411 at 4% or $105,607 at 6%; with 50% employer match about $105,607 at 4% or $70,405 at 6%; with 100% employer match about $79,205 at 4% or $52,804 at 6%.
2004115$144,354$20,956$1,397iApproximate average salary by contribution assumption: employee only about $34,927 at 4% or $23,284 at 6%; with 50% employer match about $23,284 at 4% or $15,523 at 6%; with 100% employer match about $17,463 at 4% or $11,642 at 6%.
The Primary Group Inc. Retirement Plan-15$144,354$20,956$1,397iApproximate average salary by contribution assumption: employee only about $34,927 at 4% or $23,284 at 6%; with 50% employer match about $23,284 at 4% or $15,523 at 6%; with 100% employer match about $17,463 at 4% or $11,642 at 6%.
2003111$147,203$23,123$2,102iApproximate average salary by contribution assumption: employee only about $52,552 at 4% or $35,035 at 6%; with 50% employer match about $35,035 at 4% or $23,357 at 6%; with 100% employer match about $26,276 at 4% or $17,517 at 6%.
The Primary Group Inc. Retirement Plan-11$147,203$23,123$2,102iApproximate average salary by contribution assumption: employee only about $52,552 at 4% or $35,035 at 6%; with 50% employer match about $35,035 at 4% or $23,357 at 6%; with 100% employer match about $26,276 at 4% or $17,517 at 6%.
2002112$141,741$20,001$1,667iApproximate average salary by contribution assumption: employee only about $41,669 at 4% or $27,779 at 6%; with 50% employer match about $27,779 at 4% or $18,519 at 6%; with 100% employer match about $20,834 at 4% or $13,890 at 6%.
The Primary Group Inc. Retirement Plan-12$141,741$20,001$1,667iApproximate average salary by contribution assumption: employee only about $41,669 at 4% or $27,779 at 6%; with 50% employer match about $27,779 at 4% or $18,519 at 6%; with 100% employer match about $20,834 at 4% or $13,890 at 6%.
2001117$0$0-
The Primary Group Inc. Retirement Plan-17---
2000117$207,351$113,215$6,660iApproximate average salary by contribution assumption: employee only about $166,493 at 4% or $110,995 at 6%; with 50% employer match about $110,995 at 4% or $73,997 at 6%; with 100% employer match about $83,246 at 4% or $55,498 at 6%.
The Primary Group Inc. Retirement Plan-17$207,351$113,215$6,660iApproximate average salary by contribution assumption: employee only about $166,493 at 4% or $110,995 at 6%; with 50% employer match about $110,995 at 4% or $73,997 at 6%; with 100% employer match about $83,246 at 4% or $55,498 at 6%.