Civic Intelligence

Preferred Capital Advisors

Plan context: Preferred Capital Advisors 401 K Profit Sharing Plan Trust

EIN 75-3047260 • Sacramento, CA • 20 filings • 3 plans

555 Capital MallSuite 995Sacramento, CA 95814
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$9,601,637

2024 Contributions

$921,124

Historical Graphs

Total Assets Over Time

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

$9,601,637$4,800,819$0201320192024YearValue
$9,601,637Latest year 2024

Participants Over Time

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

1580201320192024YearValue
14Latest 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
2024214$9,601,637$921,124$65,795iApproximate average salary by contribution assumption: employee only about $1,644,864 at 4% or $1,096,576 at 6%; with 50% employer match about $1,096,576 at 4% or $731,051 at 6%; with 100% employer match about $822,432 at 4% or $548,288 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-14$4,909,588$379,705$27,122iApproximate average salary by contribution assumption: employee only about $678,045 at 4% or $452,030 at 6%; with 50% employer match about $452,030 at 4% or $301,353 at 6%; with 100% employer match about $339,022 at 4% or $226,015 at 6%.
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN-12$4,692,049$541,419$45,118iApproximate average salary by contribution assumption: employee only about $1,127,956 at 4% or $751,971 at 6%; with 50% employer match about $751,971 at 4% or $501,314 at 6%; with 100% employer match about $563,978 at 4% or $375,985 at 6%.
2023214$7,866,551$946,565$67,612iApproximate average salary by contribution assumption: employee only about $1,690,295 at 4% or $1,126,863 at 6%; with 50% employer match about $1,126,863 at 4% or $751,242 at 6%; with 100% employer match about $845,147 at 4% or $563,432 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-14$4,159,658$391,899$27,993iApproximate average salary by contribution assumption: employee only about $699,820 at 4% or $466,546 at 6%; with 50% employer match about $466,546 at 4% or $311,031 at 6%; with 100% employer match about $349,910 at 4% or $233,273 at 6%.
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN-13$3,706,893$554,666$42,667iApproximate average salary by contribution assumption: employee only about $1,066,665 at 4% or $711,110 at 6%; with 50% employer match about $711,110 at 4% or $474,074 at 6%; with 100% employer match about $533,333 at 4% or $355,555 at 6%.
2022214$5,973,478$878,383$62,742iApproximate average salary by contribution assumption: employee only about $1,568,541 at 4% or $1,045,694 at 6%; with 50% employer match about $1,045,694 at 4% or $697,129 at 6%; with 100% employer match about $784,271 at 4% or $522,847 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-14$3,264,912$354,885$25,349iApproximate average salary by contribution assumption: employee only about $633,723 at 4% or $422,482 at 6%; with 50% employer match about $422,482 at 4% or $281,655 at 6%; with 100% employer match about $316,862 at 4% or $211,241 at 6%.
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN-11$2,708,566$523,498$47,591iApproximate average salary by contribution assumption: employee only about $1,189,768 at 4% or $793,179 at 6%; with 50% employer match about $793,179 at 4% or $528,786 at 6%; with 100% employer match about $594,884 at 4% or $396,589 at 6%.
2021215$6,398,721$888,826$59,255iApproximate average salary by contribution assumption: employee only about $1,481,377 at 4% or $987,584 at 6%; with 50% employer match about $987,584 at 4% or $658,390 at 6%; with 100% employer match about $740,688 at 4% or $493,792 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-15$3,814,454$366,526$24,435iApproximate average salary by contribution assumption: employee only about $610,877 at 4% or $407,251 at 6%; with 50% employer match about $407,251 at 4% or $271,501 at 6%; with 100% employer match about $305,438 at 4% or $203,626 at 6%.
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN-11$2,584,267$522,300$47,482iApproximate average salary by contribution assumption: employee only about $1,187,045 at 4% or $791,364 at 6%; with 50% employer match about $791,364 at 4% or $527,576 at 6%; with 100% employer match about $593,523 at 4% or $395,682 at 6%.
2020212$4,840,683$853,958$71,163iApproximate average salary by contribution assumption: employee only about $1,779,079 at 4% or $1,186,053 at 6%; with 50% employer match about $1,186,053 at 4% or $790,702 at 6%; with 100% employer match about $889,540 at 4% or $593,026 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-12$3,020,289$336,558$28,047iApproximate average salary by contribution assumption: employee only about $701,163 at 4% or $467,442 at 6%; with 50% employer match about $467,442 at 4% or $311,628 at 6%; with 100% employer match about $350,581 at 4% or $233,721 at 6%.
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN-11$1,820,394$517,400$47,036iApproximate average salary by contribution assumption: employee only about $1,175,909 at 4% or $783,939 at 6%; with 50% employer match about $783,939 at 4% or $522,626 at 6%; with 100% employer match about $587,955 at 4% or $391,970 at 6%.
2019212$3,458,644$860,465$71,705iApproximate average salary by contribution assumption: employee only about $1,792,635 at 4% or $1,195,090 at 6%; with 50% employer match about $1,195,090 at 4% or $796,727 at 6%; with 100% employer match about $896,318 at 4% or $597,545 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-12$2,316,531$341,665$28,472iApproximate average salary by contribution assumption: employee only about $711,802 at 4% or $474,535 at 6%; with 50% employer match about $474,535 at 4% or $316,356 at 6%; with 100% employer match about $355,901 at 4% or $237,267 at 6%.
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN-9$1,142,113$518,800$57,644iApproximate average salary by contribution assumption: employee only about $1,441,111 at 4% or $960,741 at 6%; with 50% employer match about $960,741 at 4% or $640,494 at 6%; with 100% employer match about $720,556 at 4% or $480,370 at 6%.
2018212$2,058,388$838,176$69,848iApproximate average salary by contribution assumption: employee only about $1,746,200 at 4% or $1,164,133 at 6%; with 50% employer match about $1,164,133 at 4% or $776,089 at 6%; with 100% employer match about $873,100 at 4% or $582,067 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-12$1,553,327$319,376$26,615iApproximate average salary by contribution assumption: employee only about $665,367 at 4% or $443,578 at 6%; with 50% employer match about $443,578 at 4% or $295,719 at 6%; with 100% employer match about $332,683 at 4% or $221,789 at 6%.
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN-10$505,061$518,800$51,880iApproximate average salary by contribution assumption: employee only about $1,297,000 at 4% or $864,667 at 6%; with 50% employer match about $864,667 at 4% or $576,444 at 6%; with 100% employer match about $648,500 at 4% or $432,333 at 6%.
2017212$1,361,610$374,434$31,203iApproximate average salary by contribution assumption: employee only about $780,071 at 4% or $520,047 at 6%; with 50% employer match about $520,047 at 4% or $346,698 at 6%; with 100% employer match about $390,035 at 4% or $260,024 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-12$1,361,610$374,434$31,203iApproximate average salary by contribution assumption: employee only about $780,071 at 4% or $520,047 at 6%; with 50% employer match about $520,047 at 4% or $346,698 at 6%; with 100% employer match about $390,035 at 4% or $260,024 at 6%.
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN-10---
2016110$815,097$295,015$29,502iApproximate average salary by contribution assumption: employee only about $737,538 at 4% or $491,692 at 6%; with 50% employer match about $491,692 at 4% or $327,794 at 6%; with 100% employer match about $368,769 at 4% or $245,846 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-10$815,097$295,015$29,502iApproximate average salary by contribution assumption: employee only about $737,538 at 4% or $491,692 at 6%; with 50% employer match about $491,692 at 4% or $327,794 at 6%; with 100% employer match about $368,769 at 4% or $245,846 at 6%.
2015111$474,979$272,976$24,816iApproximate average salary by contribution assumption: employee only about $620,400 at 4% or $413,600 at 6%; with 50% employer match about $413,600 at 4% or $275,733 at 6%; with 100% employer match about $310,200 at 4% or $206,800 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-11$474,979$272,976$24,816iApproximate average salary by contribution assumption: employee only about $620,400 at 4% or $413,600 at 6%; with 50% employer match about $413,600 at 4% or $275,733 at 6%; with 100% employer match about $310,200 at 4% or $206,800 at 6%.
201419$206,991$106,111$11,790iApproximate average salary by contribution assumption: employee only about $294,753 at 4% or $196,502 at 6%; with 50% employer match about $196,502 at 4% or $131,001 at 6%; with 100% employer match about $147,376 at 4% or $98,251 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-9$206,991$106,111$11,790iApproximate average salary by contribution assumption: employee only about $294,753 at 4% or $196,502 at 6%; with 50% employer match about $196,502 at 4% or $131,001 at 6%; with 100% employer match about $147,376 at 4% or $98,251 at 6%.
201319$89,657$86,666$9,630iApproximate average salary by contribution assumption: employee only about $240,739 at 4% or $160,493 at 6%; with 50% employer match about $160,493 at 4% or $106,995 at 6%; with 100% employer match about $120,369 at 4% or $80,246 at 6%.
Preferred Capital Advisors 401 K Profit Sharing Plan Trust-9$89,657$86,666$9,630iApproximate average salary by contribution assumption: employee only about $240,739 at 4% or $160,493 at 6%; with 50% employer match about $160,493 at 4% or $106,995 at 6%; with 100% employer match about $120,369 at 4% or $80,246 at 6%.