1St Discount Brokerage
Plan context: 1St Discount Brokerage 401(K) Plan
EIN 65-0592899 • Lake Worth, FL • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,172,025
2024 Contributions
$137,332
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $2,172,025 | $137,332 | $17,167iApproximate average salary by contribution assumption: employee only about $429,163 at 4% or $286,108 at 6%; with 50% employer match about $286,108 at 4% or $190,739 at 6%; with 100% employer match about $214,581 at 4% or $143,054 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 8 | $2,172,025 | $137,332 | $17,167iApproximate average salary by contribution assumption: employee only about $429,163 at 4% or $286,108 at 6%; with 50% employer match about $286,108 at 4% or $190,739 at 6%; with 100% employer match about $214,581 at 4% or $143,054 at 6%. |
| 2023 | 1 | 7 | $1,775,810 | $133,687 | $19,098iApproximate average salary by contribution assumption: employee only about $477,454 at 4% or $318,302 at 6%; with 50% employer match about $318,302 at 4% or $212,202 at 6%; with 100% employer match about $238,727 at 4% or $159,151 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 7 | $1,775,810 | $133,687 | $19,098iApproximate average salary by contribution assumption: employee only about $477,454 at 4% or $318,302 at 6%; with 50% employer match about $318,302 at 4% or $212,202 at 6%; with 100% employer match about $238,727 at 4% or $159,151 at 6%. |
| 2022 | 1 | 7 | $1,416,298 | $118,261 | $16,894iApproximate average salary by contribution assumption: employee only about $422,361 at 4% or $281,574 at 6%; with 50% employer match about $281,574 at 4% or $187,716 at 6%; with 100% employer match about $211,180 at 4% or $140,787 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 7 | $1,416,298 | $118,261 | $16,894iApproximate average salary by contribution assumption: employee only about $422,361 at 4% or $281,574 at 6%; with 50% employer match about $281,574 at 4% or $187,716 at 6%; with 100% employer match about $211,180 at 4% or $140,787 at 6%. |
| 2021 | 1 | 7 | $1,487,902 | $117,195 | $16,742iApproximate average salary by contribution assumption: employee only about $418,554 at 4% or $279,036 at 6%; with 50% employer match about $279,036 at 4% or $186,024 at 6%; with 100% employer match about $209,277 at 4% or $139,518 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 7 | $1,487,902 | $117,195 | $16,742iApproximate average salary by contribution assumption: employee only about $418,554 at 4% or $279,036 at 6%; with 50% employer match about $279,036 at 4% or $186,024 at 6%; with 100% employer match about $209,277 at 4% or $139,518 at 6%. |
| 2020 | 1 | 7 | $1,803,935 | $108,851 | $15,550iApproximate average salary by contribution assumption: employee only about $388,754 at 4% or $259,169 at 6%; with 50% employer match about $259,169 at 4% or $172,779 at 6%; with 100% employer match about $194,377 at 4% or $129,585 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 7 | $1,803,935 | $108,851 | $15,550iApproximate average salary by contribution assumption: employee only about $388,754 at 4% or $259,169 at 6%; with 50% employer match about $259,169 at 4% or $172,779 at 6%; with 100% employer match about $194,377 at 4% or $129,585 at 6%. |
| 2019 | 1 | 7 | $1,555,475 | $124,349 | $17,764iApproximate average salary by contribution assumption: employee only about $444,104 at 4% or $296,069 at 6%; with 50% employer match about $296,069 at 4% or $197,379 at 6%; with 100% employer match about $222,052 at 4% or $148,035 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 7 | $1,555,475 | $124,349 | $17,764iApproximate average salary by contribution assumption: employee only about $444,104 at 4% or $296,069 at 6%; with 50% employer match about $296,069 at 4% or $197,379 at 6%; with 100% employer match about $222,052 at 4% or $148,035 at 6%. |
| 2018 | 1 | 7 | $1,342,170 | $125,023 | $17,860iApproximate average salary by contribution assumption: employee only about $446,511 at 4% or $297,674 at 6%; with 50% employer match about $297,674 at 4% or $198,449 at 6%; with 100% employer match about $223,255 at 4% or $148,837 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 7 | $1,342,170 | $125,023 | $17,860iApproximate average salary by contribution assumption: employee only about $446,511 at 4% or $297,674 at 6%; with 50% employer match about $297,674 at 4% or $198,449 at 6%; with 100% employer match about $223,255 at 4% or $148,837 at 6%. |
| 2017 | 1 | 6 | $1,313,438 | $114,803 | $19,134iApproximate average salary by contribution assumption: employee only about $478,346 at 4% or $318,897 at 6%; with 50% employer match about $318,897 at 4% or $212,598 at 6%; with 100% employer match about $239,173 at 4% or $159,449 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 6 | $1,313,438 | $114,803 | $19,134iApproximate average salary by contribution assumption: employee only about $478,346 at 4% or $318,897 at 6%; with 50% employer match about $318,897 at 4% or $212,598 at 6%; with 100% employer match about $239,173 at 4% or $159,449 at 6%. |
| 2016 | 1 | 5 | $1,042,872 | $90,554 | $18,111iApproximate average salary by contribution assumption: employee only about $452,770 at 4% or $301,847 at 6%; with 50% employer match about $301,847 at 4% or $201,231 at 6%; with 100% employer match about $226,385 at 4% or $150,923 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 5 | $1,042,872 | $90,554 | $18,111iApproximate average salary by contribution assumption: employee only about $452,770 at 4% or $301,847 at 6%; with 50% employer match about $301,847 at 4% or $201,231 at 6%; with 100% employer match about $226,385 at 4% or $150,923 at 6%. |
| 2015 | 1 | 5 | $878,608 | $93,692 | $18,738iApproximate average salary by contribution assumption: employee only about $468,460 at 4% or $312,307 at 6%; with 50% employer match about $312,307 at 4% or $208,204 at 6%; with 100% employer match about $234,230 at 4% or $156,153 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 5 | $878,608 | $93,692 | $18,738iApproximate average salary by contribution assumption: employee only about $468,460 at 4% or $312,307 at 6%; with 50% employer match about $312,307 at 4% or $208,204 at 6%; with 100% employer match about $234,230 at 4% or $156,153 at 6%. |
| 2014 | 1 | 11 | $812,043 | $77,891 | $7,081iApproximate average salary by contribution assumption: employee only about $177,025 at 4% or $118,017 at 6%; with 50% employer match about $118,017 at 4% or $78,678 at 6%; with 100% employer match about $88,513 at 4% or $59,008 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 11 | $812,043 | $77,891 | $7,081iApproximate average salary by contribution assumption: employee only about $177,025 at 4% or $118,017 at 6%; with 50% employer match about $118,017 at 4% or $78,678 at 6%; with 100% employer match about $88,513 at 4% or $59,008 at 6%. |
| 2013 | 1 | 11 | $751,422 | $81,239 | $7,385iApproximate average salary by contribution assumption: employee only about $184,634 at 4% or $123,089 at 6%; with 50% employer match about $123,089 at 4% or $82,060 at 6%; with 100% employer match about $92,317 at 4% or $61,545 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 11 | $751,422 | $81,239 | $7,385iApproximate average salary by contribution assumption: employee only about $184,634 at 4% or $123,089 at 6%; with 50% employer match about $123,089 at 4% or $82,060 at 6%; with 100% employer match about $92,317 at 4% or $61,545 at 6%. |
| 2012 | 1 | 15 | $651,512 | $91,195 | $6,080iApproximate average salary by contribution assumption: employee only about $151,992 at 4% or $101,328 at 6%; with 50% employer match about $101,328 at 4% or $67,552 at 6%; with 100% employer match about $75,996 at 4% or $50,664 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 15 | $651,512 | $91,195 | $6,080iApproximate average salary by contribution assumption: employee only about $151,992 at 4% or $101,328 at 6%; with 50% employer match about $101,328 at 4% or $67,552 at 6%; with 100% employer match about $75,996 at 4% or $50,664 at 6%. |
| 2011 | 1 | 16 | $548,690 | $80,827 | $5,052iApproximate average salary by contribution assumption: employee only about $126,292 at 4% or $84,195 at 6%; with 50% employer match about $84,195 at 4% or $56,130 at 6%; with 100% employer match about $63,146 at 4% or $42,097 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 16 | $548,690 | $80,827 | $5,052iApproximate average salary by contribution assumption: employee only about $126,292 at 4% or $84,195 at 6%; with 50% employer match about $84,195 at 4% or $56,130 at 6%; with 100% employer match about $63,146 at 4% or $42,097 at 6%. |
| 2010 | 1 | 18 | $484,635 | $94,810 | $5,267iApproximate average salary by contribution assumption: employee only about $131,681 at 4% or $87,787 at 6%; with 50% employer match about $87,787 at 4% or $58,525 at 6%; with 100% employer match about $65,840 at 4% or $43,894 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 18 | $484,635 | $94,810 | $5,267iApproximate average salary by contribution assumption: employee only about $131,681 at 4% or $87,787 at 6%; with 50% employer match about $87,787 at 4% or $58,525 at 6%; with 100% employer match about $65,840 at 4% or $43,894 at 6%. |
| 2009 | 1 | 21 | $360,543 | $80,253 | $3,822iApproximate average salary by contribution assumption: employee only about $95,539 at 4% or $63,693 at 6%; with 50% employer match about $63,693 at 4% or $42,462 at 6%; with 100% employer match about $47,770 at 4% or $31,846 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 21 | $360,543 | $80,253 | $3,822iApproximate average salary by contribution assumption: employee only about $95,539 at 4% or $63,693 at 6%; with 50% employer match about $63,693 at 4% or $42,462 at 6%; with 100% employer match about $47,770 at 4% or $31,846 at 6%. |
| 2008 | 1 | 27 | $230,757 | $73,955 | $2,739iApproximate average salary by contribution assumption: employee only about $68,477 at 4% or $45,651 at 6%; with 50% employer match about $45,651 at 4% or $30,434 at 6%; with 100% employer match about $34,238 at 4% or $22,826 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 27 | $230,757 | $73,955 | $2,739iApproximate average salary by contribution assumption: employee only about $68,477 at 4% or $45,651 at 6%; with 50% employer match about $45,651 at 4% or $30,434 at 6%; with 100% employer match about $34,238 at 4% or $22,826 at 6%. |
| 2007 | 1 | 27 | $261,138 | $91,894 | $3,403iApproximate average salary by contribution assumption: employee only about $85,087 at 4% or $56,725 at 6%; with 50% employer match about $56,725 at 4% or $37,816 at 6%; with 100% employer match about $42,544 at 4% or $28,362 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 27 | $261,138 | $91,894 | $3,403iApproximate average salary by contribution assumption: employee only about $85,087 at 4% or $56,725 at 6%; with 50% employer match about $56,725 at 4% or $37,816 at 6%; with 100% employer match about $42,544 at 4% or $28,362 at 6%. |
| 2006 | 1 | 31 | $244,198 | $112,549 | $3,631iApproximate average salary by contribution assumption: employee only about $90,765 at 4% or $60,510 at 6%; with 50% employer match about $60,510 at 4% or $40,340 at 6%; with 100% employer match about $45,383 at 4% or $30,255 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 31 | $244,198 | $112,549 | $3,631iApproximate average salary by contribution assumption: employee only about $90,765 at 4% or $60,510 at 6%; with 50% employer match about $60,510 at 4% or $40,340 at 6%; with 100% employer match about $45,383 at 4% or $30,255 at 6%. |
| 2005 | 1 | 34 | $132,150 | $92,276 | $2,714iApproximate average salary by contribution assumption: employee only about $67,850 at 4% or $45,233 at 6%; with 50% employer match about $45,233 at 4% or $30,156 at 6%; with 100% employer match about $33,925 at 4% or $22,617 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 34 | $132,150 | $92,276 | $2,714iApproximate average salary by contribution assumption: employee only about $67,850 at 4% or $45,233 at 6%; with 50% employer match about $45,233 at 4% or $30,156 at 6%; with 100% employer match about $33,925 at 4% or $22,617 at 6%. |
| 2004 | 1 | 37 | $34,774 | $32,824 | $887iApproximate average salary by contribution assumption: employee only about $22,178 at 4% or $14,786 at 6%; with 50% employer match about $14,786 at 4% or $9,857 at 6%; with 100% employer match about $11,089 at 4% or $7,393 at 6%. |
| 1St Discount Brokerage 401(K) Plan | - | 37 | $34,774 | $32,824 | $887iApproximate average salary by contribution assumption: employee only about $22,178 at 4% or $14,786 at 6%; with 50% employer match about $14,786 at 4% or $9,857 at 6%; with 100% employer match about $11,089 at 4% or $7,393 at 6%. |