Civic Intelligence

Preferred Specialty LLC

Plan context: Preferred Specialty LLC 401(K) Plan

EIN 81-0584931 • Columbia, SC • 8 filings • 3 plans

3700 Forest DriveSuite 405Columbia, SC 29204-4010
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,345,964

2024 Contributions

$115,109

Historical Graphs

Total Assets Over Time

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

$1,345,964$672,982$0201620212024YearValue
$1,345,964Latest year 2024

Participants Over Time

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

1050201620212024YearValue
9Latest 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
202419$1,345,964$115,109$12,790iApproximate average salary by contribution assumption: employee only about $319,747 at 4% or $213,165 at 6%; with 50% employer match about $213,165 at 4% or $142,110 at 6%; with 100% employer match about $159,874 at 4% or $106,582 at 6%.
Preferred Specialty LLC 401(K) Plan-9$1,345,964$115,109$12,790iApproximate average salary by contribution assumption: employee only about $319,747 at 4% or $213,165 at 6%; with 50% employer match about $213,165 at 4% or $142,110 at 6%; with 100% employer match about $159,874 at 4% or $106,582 at 6%.
2023110$1,092,104$187,783$18,778iApproximate average salary by contribution assumption: employee only about $469,458 at 4% or $312,972 at 6%; with 50% employer match about $312,972 at 4% or $208,648 at 6%; with 100% employer match about $234,729 at 4% or $156,486 at 6%.
Preferred Specialty LLC 401(K) Plan-10$1,092,104$187,783$18,778iApproximate average salary by contribution assumption: employee only about $469,458 at 4% or $312,972 at 6%; with 50% employer match about $312,972 at 4% or $208,648 at 6%; with 100% employer match about $234,729 at 4% or $156,486 at 6%.
202219$763,066$96,836$10,760iApproximate average salary by contribution assumption: employee only about $268,989 at 4% or $179,326 at 6%; with 50% employer match about $179,326 at 4% or $119,551 at 6%; with 100% employer match about $134,494 at 4% or $89,663 at 6%.
Preferred Specialty LLC 401(K) Plan-9$763,066$96,836$10,760iApproximate average salary by contribution assumption: employee only about $268,989 at 4% or $179,326 at 6%; with 50% employer match about $179,326 at 4% or $119,551 at 6%; with 100% employer match about $134,494 at 4% or $89,663 at 6%.
202119$826,646$123,721$13,747iApproximate average salary by contribution assumption: employee only about $343,669 at 4% or $229,113 at 6%; with 50% employer match about $229,113 at 4% or $152,742 at 6%; with 100% employer match about $171,835 at 4% or $114,556 at 6%.
Preferred Specialty LLC 401(K) Plan-9$826,646$123,721$13,747iApproximate average salary by contribution assumption: employee only about $343,669 at 4% or $229,113 at 6%; with 50% employer match about $229,113 at 4% or $152,742 at 6%; with 100% employer match about $171,835 at 4% or $114,556 at 6%.
201917$444,930$46,545$6,649iApproximate average salary by contribution assumption: employee only about $166,232 at 4% or $110,821 at 6%; with 50% employer match about $110,821 at 4% or $73,881 at 6%; with 100% employer match about $83,116 at 4% or $55,411 at 6%.
Preferred Specialty LLC 401(K) Plan-7$444,930$46,545$6,649iApproximate average salary by contribution assumption: employee only about $166,232 at 4% or $110,821 at 6%; with 50% employer match about $110,821 at 4% or $73,881 at 6%; with 100% employer match about $83,116 at 4% or $55,411 at 6%.
2018110$329,581$64,363$6,436iApproximate average salary by contribution assumption: employee only about $160,908 at 4% or $107,272 at 6%; with 50% employer match about $107,272 at 4% or $71,514 at 6%; with 100% employer match about $80,454 at 4% or $53,636 at 6%.
Preferred Specialty LLC 401(K) Plan-10$329,581$64,363$6,436iApproximate average salary by contribution assumption: employee only about $160,908 at 4% or $107,272 at 6%; with 50% employer match about $107,272 at 4% or $71,514 at 6%; with 100% employer match about $80,454 at 4% or $53,636 at 6%.
201718$297,270$18,621$2,328iApproximate average salary by contribution assumption: employee only about $58,191 at 4% or $38,794 at 6%; with 50% employer match about $38,794 at 4% or $25,863 at 6%; with 100% employer match about $29,095 at 4% or $19,397 at 6%.
Preferred Specialty LLC 401(K) Plan-8$297,270$18,621$2,328iApproximate average salary by contribution assumption: employee only about $58,191 at 4% or $38,794 at 6%; with 50% employer match about $38,794 at 4% or $25,863 at 6%; with 100% employer match about $29,095 at 4% or $19,397 at 6%.
201616$226,522$216,747$36,125iApproximate average salary by contribution assumption: employee only about $903,113 at 4% or $602,075 at 6%; with 50% employer match about $602,075 at 4% or $401,383 at 6%; with 100% employer match about $451,556 at 4% or $301,038 at 6%.
Preferred Specialty LLC 401(K) Plan-6$226,522$216,747$36,125iApproximate average salary by contribution assumption: employee only about $903,113 at 4% or $602,075 at 6%; with 50% employer match about $602,075 at 4% or $401,383 at 6%; with 100% employer match about $451,556 at 4% or $301,038 at 6%.