Civic Intelligence

Prospera Financial Services

Plan context: Prospera Financial Services 401(K) Profit Sharing Plan

EIN 75-1832551 • Dallas, TX • 26 filings • 3 plans

5429 Lbj Freeway, Suite 750Dallas, TX 75240
Current Snapshot

Latest Year

2024

2024 Participants

107

2024 Assets

$10,616,373

2024 Contributions

$1,587,205

Historical Graphs

Total Assets Over Time

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

$10,616,373$5,308,187$0199920122024YearValue
$10,616,373Latest year 2024

Participants Over Time

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

107540199920122024YearValue
107Latest 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
20241107$10,616,373$1,587,205$14,834iApproximate average salary by contribution assumption: employee only about $370,842 at 4% or $247,228 at 6%; with 50% employer match about $247,228 at 4% or $164,819 at 6%; with 100% employer match about $185,421 at 4% or $123,614 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-107$10,616,373$1,587,205$14,834iApproximate average salary by contribution assumption: employee only about $370,842 at 4% or $247,228 at 6%; with 50% employer match about $247,228 at 4% or $164,819 at 6%; with 100% employer match about $185,421 at 4% or $123,614 at 6%.
2023199$9,240,606$1,554,672$15,704iApproximate average salary by contribution assumption: employee only about $392,594 at 4% or $261,729 at 6%; with 50% employer match about $261,729 at 4% or $174,486 at 6%; with 100% employer match about $196,297 at 4% or $130,865 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-99$9,240,606$1,554,672$15,704iApproximate average salary by contribution assumption: employee only about $392,594 at 4% or $261,729 at 6%; with 50% employer match about $261,729 at 4% or $174,486 at 6%; with 100% employer match about $196,297 at 4% or $130,865 at 6%.
2022197$7,241,682$1,541,970$15,897iApproximate average salary by contribution assumption: employee only about $397,415 at 4% or $264,943 at 6%; with 50% employer match about $264,943 at 4% or $176,629 at 6%; with 100% employer match about $198,707 at 4% or $132,472 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-97$7,241,682$1,541,970$15,897iApproximate average salary by contribution assumption: employee only about $397,415 at 4% or $264,943 at 6%; with 50% employer match about $264,943 at 4% or $176,629 at 6%; with 100% employer match about $198,707 at 4% or $132,472 at 6%.
2021183$8,000,877$778,494$9,379iApproximate average salary by contribution assumption: employee only about $234,486 at 4% or $156,324 at 6%; with 50% employer match about $156,324 at 4% or $104,216 at 6%; with 100% employer match about $117,243 at 4% or $78,162 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-83$8,000,877$778,494$9,379iApproximate average salary by contribution assumption: employee only about $234,486 at 4% or $156,324 at 6%; with 50% employer match about $156,324 at 4% or $104,216 at 6%; with 100% employer match about $117,243 at 4% or $78,162 at 6%.
2020161$7,530,289$776,575$12,731iApproximate average salary by contribution assumption: employee only about $318,268 at 4% or $212,179 at 6%; with 50% employer match about $212,179 at 4% or $141,453 at 6%; with 100% employer match about $159,134 at 4% or $106,089 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-61$7,530,289$776,575$12,731iApproximate average salary by contribution assumption: employee only about $318,268 at 4% or $212,179 at 6%; with 50% employer match about $212,179 at 4% or $141,453 at 6%; with 100% employer match about $159,134 at 4% or $106,089 at 6%.
2019162$6,872,113$712,751$11,496iApproximate average salary by contribution assumption: employee only about $287,400 at 4% or $191,600 at 6%; with 50% employer match about $191,600 at 4% or $127,733 at 6%; with 100% employer match about $143,700 at 4% or $95,800 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-62$6,872,113$712,751$11,496iApproximate average salary by contribution assumption: employee only about $287,400 at 4% or $191,600 at 6%; with 50% employer match about $191,600 at 4% or $127,733 at 6%; with 100% employer match about $143,700 at 4% or $95,800 at 6%.
2018159$5,190,698$625,685$10,605iApproximate average salary by contribution assumption: employee only about $265,121 at 4% or $176,747 at 6%; with 50% employer match about $176,747 at 4% or $117,831 at 6%; with 100% employer match about $132,560 at 4% or $88,374 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-59$5,190,698$625,685$10,605iApproximate average salary by contribution assumption: employee only about $265,121 at 4% or $176,747 at 6%; with 50% employer match about $176,747 at 4% or $117,831 at 6%; with 100% employer match about $132,560 at 4% or $88,374 at 6%.
2017157$5,502,483$609,828$10,699iApproximate average salary by contribution assumption: employee only about $267,468 at 4% or $178,312 at 6%; with 50% employer match about $178,312 at 4% or $118,875 at 6%; with 100% employer match about $133,734 at 4% or $89,156 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-57$5,502,483$609,828$10,699iApproximate average salary by contribution assumption: employee only about $267,468 at 4% or $178,312 at 6%; with 50% employer match about $178,312 at 4% or $118,875 at 6%; with 100% employer match about $133,734 at 4% or $89,156 at 6%.
2016155$4,364,760$521,464$9,481iApproximate average salary by contribution assumption: employee only about $237,029 at 4% or $158,019 at 6%; with 50% employer match about $158,019 at 4% or $105,346 at 6%; with 100% employer match about $118,515 at 4% or $79,010 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-55$4,364,760$521,464$9,481iApproximate average salary by contribution assumption: employee only about $237,029 at 4% or $158,019 at 6%; with 50% employer match about $158,019 at 4% or $105,346 at 6%; with 100% employer match about $118,515 at 4% or $79,010 at 6%.
2015151$4,472,811$444,948$8,724iApproximate average salary by contribution assumption: employee only about $218,112 at 4% or $145,408 at 6%; with 50% employer match about $145,408 at 4% or $96,939 at 6%; with 100% employer match about $109,056 at 4% or $72,704 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-51$4,472,811$444,948$8,724iApproximate average salary by contribution assumption: employee only about $218,112 at 4% or $145,408 at 6%; with 50% employer match about $145,408 at 4% or $96,939 at 6%; with 100% employer match about $109,056 at 4% or $72,704 at 6%.
2014149$4,111,481$350,277$7,149iApproximate average salary by contribution assumption: employee only about $178,713 at 4% or $119,142 at 6%; with 50% employer match about $119,142 at 4% or $79,428 at 6%; with 100% employer match about $89,356 at 4% or $59,571 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-49$4,111,481$350,277$7,149iApproximate average salary by contribution assumption: employee only about $178,713 at 4% or $119,142 at 6%; with 50% employer match about $119,142 at 4% or $79,428 at 6%; with 100% employer match about $89,356 at 4% or $59,571 at 6%.
2013144$3,842,571$256,979$5,840iApproximate average salary by contribution assumption: employee only about $146,011 at 4% or $97,341 at 6%; with 50% employer match about $97,341 at 4% or $64,894 at 6%; with 100% employer match about $73,005 at 4% or $48,670 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-44$3,842,571$256,979$5,840iApproximate average salary by contribution assumption: employee only about $146,011 at 4% or $97,341 at 6%; with 50% employer match about $97,341 at 4% or $64,894 at 6%; with 100% employer match about $73,005 at 4% or $48,670 at 6%.
2012143$3,352,019$429,126$9,980iApproximate average salary by contribution assumption: employee only about $249,492 at 4% or $166,328 at 6%; with 50% employer match about $166,328 at 4% or $110,885 at 6%; with 100% employer match about $124,746 at 4% or $83,164 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-43$3,352,019$429,126$9,980iApproximate average salary by contribution assumption: employee only about $249,492 at 4% or $166,328 at 6%; with 50% employer match about $166,328 at 4% or $110,885 at 6%; with 100% employer match about $124,746 at 4% or $83,164 at 6%.
2011141$2,837,865$347,400$8,473iApproximate average salary by contribution assumption: employee only about $211,829 at 4% or $141,220 at 6%; with 50% employer match about $141,220 at 4% or $94,146 at 6%; with 100% employer match about $105,915 at 4% or $70,610 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-41$2,837,865$347,400$8,473iApproximate average salary by contribution assumption: employee only about $211,829 at 4% or $141,220 at 6%; with 50% employer match about $141,220 at 4% or $94,146 at 6%; with 100% employer match about $105,915 at 4% or $70,610 at 6%.
2010141$2,965,801$342,030$8,342iApproximate average salary by contribution assumption: employee only about $208,555 at 4% or $139,037 at 6%; with 50% employer match about $139,037 at 4% or $92,691 at 6%; with 100% employer match about $104,277 at 4% or $69,518 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-41$2,965,801$342,030$8,342iApproximate average salary by contribution assumption: employee only about $208,555 at 4% or $139,037 at 6%; with 50% employer match about $139,037 at 4% or $92,691 at 6%; with 100% employer match about $104,277 at 4% or $69,518 at 6%.
2009143$2,420,920$427,247$9,936iApproximate average salary by contribution assumption: employee only about $248,399 at 4% or $165,600 at 6%; with 50% employer match about $165,600 at 4% or $110,400 at 6%; with 100% employer match about $124,200 at 4% or $82,800 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-43$2,420,920$427,247$9,936iApproximate average salary by contribution assumption: employee only about $248,399 at 4% or $165,600 at 6%; with 50% employer match about $165,600 at 4% or $110,400 at 6%; with 100% employer match about $124,200 at 4% or $82,800 at 6%.
2008140$1,695,790$330,107$8,253iApproximate average salary by contribution assumption: employee only about $206,317 at 4% or $137,545 at 6%; with 50% employer match about $137,545 at 4% or $91,696 at 6%; with 100% employer match about $103,158 at 4% or $68,772 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-40$1,695,790$330,107$8,253iApproximate average salary by contribution assumption: employee only about $206,317 at 4% or $137,545 at 6%; with 50% employer match about $137,545 at 4% or $91,696 at 6%; with 100% employer match about $103,158 at 4% or $68,772 at 6%.
2007146$0$0-
Prospera Financial Services 401(K) Profit Sharing Plan-46---
2006145$1,862,993$311,646$6,925iApproximate average salary by contribution assumption: employee only about $173,137 at 4% or $115,424 at 6%; with 50% employer match about $115,424 at 4% or $76,950 at 6%; with 100% employer match about $86,568 at 4% or $57,712 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-45$1,862,993$311,646$6,925iApproximate average salary by contribution assumption: employee only about $173,137 at 4% or $115,424 at 6%; with 50% employer match about $115,424 at 4% or $76,950 at 6%; with 100% employer match about $86,568 at 4% or $57,712 at 6%.
2005170$1,734,824$253,846$3,626iApproximate average salary by contribution assumption: employee only about $90,659 at 4% or $60,440 at 6%; with 50% employer match about $60,440 at 4% or $40,293 at 6%; with 100% employer match about $45,330 at 4% or $30,220 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-70$1,734,824$253,846$3,626iApproximate average salary by contribution assumption: employee only about $90,659 at 4% or $60,440 at 6%; with 50% employer match about $60,440 at 4% or $40,293 at 6%; with 100% employer match about $45,330 at 4% or $30,220 at 6%.
2004154$1,501,175$214,819$3,978iApproximate average salary by contribution assumption: employee only about $99,453 at 4% or $66,302 at 6%; with 50% employer match about $66,302 at 4% or $44,201 at 6%; with 100% employer match about $49,727 at 4% or $33,151 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-54$1,501,175$214,819$3,978iApproximate average salary by contribution assumption: employee only about $99,453 at 4% or $66,302 at 6%; with 50% employer match about $66,302 at 4% or $44,201 at 6%; with 100% employer match about $49,727 at 4% or $33,151 at 6%.
2003143$1,379,424$181,390$4,218iApproximate average salary by contribution assumption: employee only about $105,459 at 4% or $70,306 at 6%; with 50% employer match about $70,306 at 4% or $46,871 at 6%; with 100% employer match about $52,730 at 4% or $35,153 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-43$1,379,424$181,390$4,218iApproximate average salary by contribution assumption: employee only about $105,459 at 4% or $70,306 at 6%; with 50% employer match about $70,306 at 4% or $46,871 at 6%; with 100% employer match about $52,730 at 4% or $35,153 at 6%.
2002152$1,041,703$195,375$3,757iApproximate average salary by contribution assumption: employee only about $93,930 at 4% or $62,620 at 6%; with 50% employer match about $62,620 at 4% or $41,747 at 6%; with 100% employer match about $46,965 at 4% or $31,310 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-52$1,041,703$195,375$3,757iApproximate average salary by contribution assumption: employee only about $93,930 at 4% or $62,620 at 6%; with 50% employer match about $62,620 at 4% or $41,747 at 6%; with 100% employer match about $46,965 at 4% or $31,310 at 6%.
2001170$1,053,160$252,464$3,607iApproximate average salary by contribution assumption: employee only about $90,166 at 4% or $60,110 at 6%; with 50% employer match about $60,110 at 4% or $40,074 at 6%; with 100% employer match about $45,083 at 4% or $30,055 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-70$1,053,160$252,464$3,607iApproximate average salary by contribution assumption: employee only about $90,166 at 4% or $60,110 at 6%; with 50% employer match about $60,110 at 4% or $40,074 at 6%; with 100% employer match about $45,083 at 4% or $30,055 at 6%.
2000163$1,122,279$270,974$4,301iApproximate average salary by contribution assumption: employee only about $107,529 at 4% or $71,686 at 6%; with 50% employer match about $71,686 at 4% or $47,791 at 6%; with 100% employer match about $53,765 at 4% or $35,843 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-63$1,122,279$270,974$4,301iApproximate average salary by contribution assumption: employee only about $107,529 at 4% or $71,686 at 6%; with 50% employer match about $71,686 at 4% or $47,791 at 6%; with 100% employer match about $53,765 at 4% or $35,843 at 6%.
1999173$1,086,741$229,932$3,150iApproximate average salary by contribution assumption: employee only about $78,744 at 4% or $52,496 at 6%; with 50% employer match about $52,496 at 4% or $34,997 at 6%; with 100% employer match about $39,372 at 4% or $26,248 at 6%.
Prospera Financial Services 401(K) Profit Sharing Plan-73$1,086,741$229,932$3,150iApproximate average salary by contribution assumption: employee only about $78,744 at 4% or $52,496 at 6%; with 50% employer match about $52,496 at 4% or $34,997 at 6%; with 100% employer match about $39,372 at 4% or $26,248 at 6%.