Civic Intelligence

Preferred Managing Agency LLC

Plan context: Preferred Managing Agency LLC 401(K) Plan

EIN 59-3480242 • 7 filings • 1 plans

Current Snapshot

Latest Year

2022

2022 Participants

148

2022 Assets

$6,998,102

2022 Contributions

$398,501

Historical Graphs

Total Assets Over Time

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

$7,786,722$3,893,361$0201620192021YearValue
$6,998,102Latest year 2021

Participants Over Time

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

187940201620192021YearValue
148Latest year 2021

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
202210$0$398,501-
Preferred Managing Agency LLC 401(K) Plan-0-$398,501-
20211148$6,998,102$717,802$4,850iApproximate average salary by contribution assumption: employee only about $121,250 at 4% or $80,834 at 6%; with 50% employer match about $80,834 at 4% or $53,889 at 6%; with 100% employer match about $60,625 at 4% or $40,417 at 6%.
Preferred Managing Agency LLC 401(K) Plan-148$6,998,102$717,802$4,850iApproximate average salary by contribution assumption: employee only about $121,250 at 4% or $80,834 at 6%; with 50% employer match about $80,834 at 4% or $53,889 at 6%; with 100% employer match about $60,625 at 4% or $40,417 at 6%.
20201178$7,786,722$863,448$4,851iApproximate average salary by contribution assumption: employee only about $121,271 at 4% or $80,847 at 6%; with 50% employer match about $80,847 at 4% or $53,898 at 6%; with 100% employer match about $60,635 at 4% or $40,424 at 6%.
Preferred Managing Agency LLC 401(K) Plan-178$7,786,722$863,448$4,851iApproximate average salary by contribution assumption: employee only about $121,271 at 4% or $80,847 at 6%; with 50% employer match about $80,847 at 4% or $53,898 at 6%; with 100% employer match about $60,635 at 4% or $40,424 at 6%.
20191187$6,578,378$810,192$4,333iApproximate average salary by contribution assumption: employee only about $108,314 at 4% or $72,210 at 6%; with 50% employer match about $72,210 at 4% or $48,140 at 6%; with 100% employer match about $54,157 at 4% or $36,105 at 6%.
Preferred Managing Agency LLC 401(K) Plan-187$6,578,378$810,192$4,333iApproximate average salary by contribution assumption: employee only about $108,314 at 4% or $72,210 at 6%; with 50% employer match about $72,210 at 4% or $48,140 at 6%; with 100% employer match about $54,157 at 4% or $36,105 at 6%.
20181176$4,942,949$774,480$4,400iApproximate average salary by contribution assumption: employee only about $110,011 at 4% or $73,341 at 6%; with 50% employer match about $73,341 at 4% or $48,894 at 6%; with 100% employer match about $55,006 at 4% or $36,670 at 6%.
Preferred Managing Agency LLC 401(K) Plan-176$4,942,949$774,480$4,400iApproximate average salary by contribution assumption: employee only about $110,011 at 4% or $73,341 at 6%; with 50% employer match about $73,341 at 4% or $48,894 at 6%; with 100% employer match about $55,006 at 4% or $36,670 at 6%.
20171158$5,441,190$873,527$5,529iApproximate average salary by contribution assumption: employee only about $138,216 at 4% or $92,144 at 6%; with 50% employer match about $92,144 at 4% or $61,429 at 6%; with 100% employer match about $69,108 at 4% or $46,072 at 6%.
Preferred Managing Agency LLC 401(K) Plan-158$5,441,190$873,527$5,529iApproximate average salary by contribution assumption: employee only about $138,216 at 4% or $92,144 at 6%; with 50% employer match about $92,144 at 4% or $61,429 at 6%; with 100% employer match about $69,108 at 4% or $46,072 at 6%.
20161138$4,041,348$346,046$2,508iApproximate average salary by contribution assumption: employee only about $62,689 at 4% or $41,793 at 6%; with 50% employer match about $41,793 at 4% or $27,862 at 6%; with 100% employer match about $31,345 at 4% or $20,896 at 6%.
Preferred Managing Agency LLC 401(K) Plan-138$4,041,348$346,046$2,508iApproximate average salary by contribution assumption: employee only about $62,689 at 4% or $41,793 at 6%; with 50% employer match about $41,793 at 4% or $27,862 at 6%; with 100% employer match about $31,345 at 4% or $20,896 at 6%.