Civic Intelligence

Preferred Properties Coastal Realty Inc.

Plan context: Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan

EIN 65-0909846 • Key West, FL • 18 filings • 3 plans

520 Southard StKey West, FL 33040-6889
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$259,821

2024 Contributions

$1,802

Historical Graphs

Total Assets Over Time

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

$2,580,813$1,290,407$0201420192024YearValue
$259,821Latest year 2024

Participants Over Time

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

1260201420192024YearValue
6Latest 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
202416$259,821$1,802$300iApproximate average salary by contribution assumption: employee only about $7,508 at 4% or $5,006 at 6%; with 50% employer match about $5,006 at 4% or $3,337 at 6%; with 100% employer match about $3,754 at 4% or $2,503 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-6$259,821$1,802$300iApproximate average salary by contribution assumption: employee only about $7,508 at 4% or $5,006 at 6%; with 50% employer match about $5,006 at 4% or $3,337 at 6%; with 100% employer match about $3,754 at 4% or $2,503 at 6%.
202319$2,580,813$125,111$13,901iApproximate average salary by contribution assumption: employee only about $347,531 at 4% or $231,687 at 6%; with 50% employer match about $231,687 at 4% or $154,458 at 6%; with 100% employer match about $173,765 at 4% or $115,844 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-9$2,580,813$125,111$13,901iApproximate average salary by contribution assumption: employee only about $347,531 at 4% or $231,687 at 6%; with 50% employer match about $231,687 at 4% or $154,458 at 6%; with 100% employer match about $173,765 at 4% or $115,844 at 6%.
202219$2,244,385$38,582$4,287iApproximate average salary by contribution assumption: employee only about $107,172 at 4% or $71,448 at 6%; with 50% employer match about $71,448 at 4% or $47,632 at 6%; with 100% employer match about $53,586 at 4% or $35,724 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-9$2,244,385$38,582$4,287iApproximate average salary by contribution assumption: employee only about $107,172 at 4% or $71,448 at 6%; with 50% employer match about $71,448 at 4% or $47,632 at 6%; with 100% employer match about $53,586 at 4% or $35,724 at 6%.
202118$2,384,497$159,318$19,915iApproximate average salary by contribution assumption: employee only about $497,869 at 4% or $331,913 at 6%; with 50% employer match about $331,913 at 4% or $221,275 at 6%; with 100% employer match about $248,934 at 4% or $165,956 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-8$2,384,497$159,318$19,915iApproximate average salary by contribution assumption: employee only about $497,869 at 4% or $331,913 at 6%; with 50% employer match about $331,913 at 4% or $221,275 at 6%; with 100% employer match about $248,934 at 4% or $165,956 at 6%.
202028$2,037,367$2,052,321$256,540iApproximate average salary by contribution assumption: employee only about $6,413,503 at 4% or $4,275,669 at 6%; with 50% employer match about $4,275,669 at 4% or $2,850,446 at 6%; with 100% employer match about $3,206,752 at 4% or $2,137,834 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-8$2,037,367$1,952,321$244,040iApproximate average salary by contribution assumption: employee only about $6,101,003 at 4% or $4,067,335 at 6%; with 50% employer match about $4,067,335 at 4% or $2,711,557 at 6%; with 100% employer match about $3,050,502 at 4% or $2,033,668 at 6%.
Preferred Properties Coastal Realty Inc. Defined Benefit Pension Plan-0$0$100,000-
2019212$1,879,718$148,540$12,378iApproximate average salary by contribution assumption: employee only about $309,458 at 4% or $206,306 at 6%; with 50% employer match about $206,306 at 4% or $137,537 at 6%; with 100% employer match about $154,729 at 4% or $103,153 at 6%.
Preferred Properties Coastal Realty Inc. Defined Benefit Pension Plan-12$1,786,898$123,716$10,310iApproximate average salary by contribution assumption: employee only about $257,742 at 4% or $171,828 at 6%; with 50% employer match about $171,828 at 4% or $114,552 at 6%; with 100% employer match about $128,871 at 4% or $85,914 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-10$92,820$24,824$2,482iApproximate average salary by contribution assumption: employee only about $62,060 at 4% or $41,373 at 6%; with 50% employer match about $41,373 at 4% or $27,582 at 6%; with 100% employer match about $31,030 at 4% or $20,687 at 6%.
2018210$1,536,413$312,388$31,239iApproximate average salary by contribution assumption: employee only about $780,970 at 4% or $520,647 at 6%; with 50% employer match about $520,647 at 4% or $347,098 at 6%; with 100% employer match about $390,485 at 4% or $260,323 at 6%.
Preferred Properties Coastal Realty Inc. Defined Benefit Pension Plan-10$1,471,781$294,001$29,400iApproximate average salary by contribution assumption: employee only about $735,003 at 4% or $490,002 at 6%; with 50% employer match about $490,002 at 4% or $326,668 at 6%; with 100% employer match about $367,501 at 4% or $245,001 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-8$64,632$18,387$2,298iApproximate average salary by contribution assumption: employee only about $57,459 at 4% or $38,306 at 6%; with 50% employer match about $38,306 at 4% or $25,538 at 6%; with 100% employer match about $28,730 at 4% or $19,153 at 6%.
201729$1,326,137$347,355$38,595iApproximate average salary by contribution assumption: employee only about $964,875 at 4% or $643,250 at 6%; with 50% employer match about $643,250 at 4% or $428,833 at 6%; with 100% employer match about $482,438 at 4% or $321,625 at 6%.
Preferred Properties Coastal Realty Inc. Defined Benefit Pension Plan-9$1,272,467$330,369$36,708iApproximate average salary by contribution assumption: employee only about $917,692 at 4% or $611,794 at 6%; with 50% employer match about $611,794 at 4% or $407,863 at 6%; with 100% employer match about $458,846 at 4% or $305,897 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-7$53,670$16,986$2,427iApproximate average salary by contribution assumption: employee only about $60,664 at 4% or $40,443 at 6%; with 50% employer match about $40,443 at 4% or $26,962 at 6%; with 100% employer match about $30,332 at 4% or $20,221 at 6%.
201627$926,596$333,220$47,603iApproximate average salary by contribution assumption: employee only about $1,190,071 at 4% or $793,381 at 6%; with 50% employer match about $793,381 at 4% or $528,921 at 6%; with 100% employer match about $595,036 at 4% or $396,690 at 6%.
Preferred Properties Coastal Realty Inc. Defined Benefit Pension Plan-7$889,898$317,418$45,345iApproximate average salary by contribution assumption: employee only about $1,133,636 at 4% or $755,757 at 6%; with 50% employer match about $755,757 at 4% or $503,838 at 6%; with 100% employer match about $566,818 at 4% or $377,879 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-7$36,698$15,802$2,257iApproximate average salary by contribution assumption: employee only about $56,436 at 4% or $37,624 at 6%; with 50% employer match about $37,624 at 4% or $25,083 at 6%; with 100% employer match about $28,218 at 4% or $18,812 at 6%.
201527$571,200$361,277$51,611iApproximate average salary by contribution assumption: employee only about $1,290,275 at 4% or $860,183 at 6%; with 50% employer match about $860,183 at 4% or $573,456 at 6%; with 100% employer match about $645,138 at 4% or $430,092 at 6%.
Preferred Properties Coastal Realty Inc. Defined Benefit Pension Plan-7$550,332$350,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-6$20,868$11,277$1,880iApproximate average salary by contribution assumption: employee only about $46,988 at 4% or $31,325 at 6%; with 50% employer match about $31,325 at 4% or $20,883 at 6%; with 100% employer match about $23,494 at 4% or $15,663 at 6%.
201427$213,764$213,764$30,538iApproximate average salary by contribution assumption: employee only about $763,443 at 4% or $508,962 at 6%; with 50% employer match about $508,962 at 4% or $339,308 at 6%; with 100% employer match about $381,721 at 4% or $254,481 at 6%.
Preferred Properties Coastal Realty Inc. Defined Benefit Pension Plan-7$204,000$204,000$29,143iApproximate average salary by contribution assumption: employee only about $728,571 at 4% or $485,714 at 6%; with 50% employer match about $485,714 at 4% or $323,810 at 6%; with 100% employer match about $364,286 at 4% or $242,857 at 6%.
Preferred Properties Coastal Realty Inc. 401(K) Profit Sharing Plan-5$9,764$9,764$1,953iApproximate average salary by contribution assumption: employee only about $48,820 at 4% or $32,547 at 6%; with 50% employer match about $32,547 at 4% or $21,698 at 6%; with 100% employer match about $24,410 at 4% or $16,273 at 6%.