Civic Intelligence

Pm Financial Inc.

Plan context: Pm Financial Inc. 401K Safe Harbor Plan

EIN 72-1529793 • Omaha, NE • 16 filings • 2 plans

11819 Miracle Hills DriveSte 101Omaha, NE 68154
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$160,755

2019 Contributions

$2,912

Historical Graphs

Total Assets Over Time

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

$221,986$110,993$0200420112018YearValue
$160,755Latest year 2018

Participants Over Time

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

740200420112018YearValue
5Latest year 2018

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
201910$0$2,912-
Pm Financial Inc. 401K Safe Harbor Plan-0$0$2,912-
201815$160,755$11,618$2,324iApproximate average salary by contribution assumption: employee only about $58,090 at 4% or $38,727 at 6%; with 50% employer match about $38,727 at 4% or $25,818 at 6%; with 100% employer match about $29,045 at 4% or $19,363 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-5$160,755$11,618$2,324iApproximate average salary by contribution assumption: employee only about $58,090 at 4% or $38,727 at 6%; with 50% employer match about $38,727 at 4% or $25,818 at 6%; with 100% employer match about $29,045 at 4% or $19,363 at 6%.
201714$164,216$11,104$2,776iApproximate average salary by contribution assumption: employee only about $69,400 at 4% or $46,267 at 6%; with 50% employer match about $46,267 at 4% or $30,844 at 6%; with 100% employer match about $34,700 at 4% or $23,133 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-4$164,216$11,104$2,776iApproximate average salary by contribution assumption: employee only about $69,400 at 4% or $46,267 at 6%; with 50% employer match about $46,267 at 4% or $30,844 at 6%; with 100% employer match about $34,700 at 4% or $23,133 at 6%.
201615$221,412$29,802$5,960iApproximate average salary by contribution assumption: employee only about $149,010 at 4% or $99,340 at 6%; with 50% employer match about $99,340 at 4% or $66,227 at 6%; with 100% employer match about $74,505 at 4% or $49,670 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-5$221,412$29,802$5,960iApproximate average salary by contribution assumption: employee only about $149,010 at 4% or $99,340 at 6%; with 50% employer match about $99,340 at 4% or $66,227 at 6%; with 100% employer match about $74,505 at 4% or $49,670 at 6%.
201516$179,621$38,151$6,359iApproximate average salary by contribution assumption: employee only about $158,963 at 4% or $105,975 at 6%; with 50% employer match about $105,975 at 4% or $70,650 at 6%; with 100% employer match about $79,481 at 4% or $52,988 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-6$179,621$38,151$6,359iApproximate average salary by contribution assumption: employee only about $158,963 at 4% or $105,975 at 6%; with 50% employer match about $105,975 at 4% or $70,650 at 6%; with 100% employer match about $79,481 at 4% or $52,988 at 6%.
201416$171,033$37,574$6,262iApproximate average salary by contribution assumption: employee only about $156,558 at 4% or $104,372 at 6%; with 50% employer match about $104,372 at 4% or $69,581 at 6%; with 100% employer match about $78,279 at 4% or $52,186 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-6$171,033$37,574$6,262iApproximate average salary by contribution assumption: employee only about $156,558 at 4% or $104,372 at 6%; with 50% employer match about $104,372 at 4% or $69,581 at 6%; with 100% employer match about $78,279 at 4% or $52,186 at 6%.
201316$195,010$36,024$6,004iApproximate average salary by contribution assumption: employee only about $150,100 at 4% or $100,067 at 6%; with 50% employer match about $100,067 at 4% or $66,711 at 6%; with 100% employer match about $75,050 at 4% or $50,033 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-6$195,010$36,024$6,004iApproximate average salary by contribution assumption: employee only about $150,100 at 4% or $100,067 at 6%; with 50% employer match about $100,067 at 4% or $66,711 at 6%; with 100% employer match about $75,050 at 4% or $50,033 at 6%.
201215$126,603$32,609$6,522iApproximate average salary by contribution assumption: employee only about $163,045 at 4% or $108,697 at 6%; with 50% employer match about $108,697 at 4% or $72,464 at 6%; with 100% employer match about $81,523 at 4% or $54,348 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-5$126,603$32,609$6,522iApproximate average salary by contribution assumption: employee only about $163,045 at 4% or $108,697 at 6%; with 50% employer match about $108,697 at 4% or $72,464 at 6%; with 100% employer match about $81,523 at 4% or $54,348 at 6%.
201116$80,821$32,292$5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-6$80,821$32,292$5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%.
201016$221,986$25,776$4,296iApproximate average salary by contribution assumption: employee only about $107,400 at 4% or $71,600 at 6%; with 50% employer match about $71,600 at 4% or $47,733 at 6%; with 100% employer match about $53,700 at 4% or $35,800 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-6$221,986$25,776$4,296iApproximate average salary by contribution assumption: employee only about $107,400 at 4% or $71,600 at 6%; with 50% employer match about $71,600 at 4% or $47,733 at 6%; with 100% employer match about $53,700 at 4% or $35,800 at 6%.
200915$169,532$48,944$9,789iApproximate average salary by contribution assumption: employee only about $244,720 at 4% or $163,147 at 6%; with 50% employer match about $163,147 at 4% or $108,764 at 6%; with 100% employer match about $122,360 at 4% or $81,573 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-5$169,532$48,944$9,789iApproximate average salary by contribution assumption: employee only about $244,720 at 4% or $163,147 at 6%; with 50% employer match about $163,147 at 4% or $108,764 at 6%; with 100% employer match about $122,360 at 4% or $81,573 at 6%.
200817$136,796$60,237$8,605iApproximate average salary by contribution assumption: employee only about $215,132 at 4% or $143,421 at 6%; with 50% employer match about $143,421 at 4% or $95,614 at 6%; with 100% employer match about $107,566 at 4% or $71,711 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-7$136,796$60,237$8,605iApproximate average salary by contribution assumption: employee only about $215,132 at 4% or $143,421 at 6%; with 50% employer match about $143,421 at 4% or $95,614 at 6%; with 100% employer match about $107,566 at 4% or $71,711 at 6%.
200716$146,545$55,106$9,184iApproximate average salary by contribution assumption: employee only about $229,608 at 4% or $153,072 at 6%; with 50% employer match about $153,072 at 4% or $102,048 at 6%; with 100% employer match about $114,804 at 4% or $76,536 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-6$146,545$55,106$9,184iApproximate average salary by contribution assumption: employee only about $229,608 at 4% or $153,072 at 6%; with 50% employer match about $153,072 at 4% or $102,048 at 6%; with 100% employer match about $114,804 at 4% or $76,536 at 6%.
200614$124,716$31,061$7,765iApproximate average salary by contribution assumption: employee only about $194,131 at 4% or $129,421 at 6%; with 50% employer match about $129,421 at 4% or $86,281 at 6%; with 100% employer match about $97,066 at 4% or $64,710 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-4$124,716$31,061$7,765iApproximate average salary by contribution assumption: employee only about $194,131 at 4% or $129,421 at 6%; with 50% employer match about $129,421 at 4% or $86,281 at 6%; with 100% employer match about $97,066 at 4% or $64,710 at 6%.
200514$89,636$33,172$8,293iApproximate average salary by contribution assumption: employee only about $207,325 at 4% or $138,217 at 6%; with 50% employer match about $138,217 at 4% or $92,144 at 6%; with 100% employer match about $103,663 at 4% or $69,108 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-4$89,636$33,172$8,293iApproximate average salary by contribution assumption: employee only about $207,325 at 4% or $138,217 at 6%; with 50% employer match about $138,217 at 4% or $92,144 at 6%; with 100% employer match about $103,663 at 4% or $69,108 at 6%.
200415$50,369$46,813$9,363iApproximate average salary by contribution assumption: employee only about $234,065 at 4% or $156,043 at 6%; with 50% employer match about $156,043 at 4% or $104,029 at 6%; with 100% employer match about $117,033 at 4% or $78,022 at 6%.
Pm Financial Inc. 401K Safe Harbor Plan-5$50,369$46,813$9,363iApproximate average salary by contribution assumption: employee only about $234,065 at 4% or $156,043 at 6%; with 50% employer match about $156,043 at 4% or $104,029 at 6%; with 100% employer match about $117,033 at 4% or $78,022 at 6%.
Pm Financial Inc. | EIN 72-1529793 | 2019 Form 5500 Company Profile