Civic Intelligence

Pfm Financial Advisors LLC

Plan context: Pfm 401(K) Plan

EIN 81-1642787 • 5 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

364

2024 Assets

$163,830,177

2024 Contributions

$9,167,657

Historical Graphs

Total Assets Over Time

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

$163,830,177$81,915,089$0202220232024YearValue
$163,830,177Latest year 2024

Participants Over Time

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

3641820202220232024YearValue
364Latest 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
20242364$163,830,177$9,167,657$25,186iApproximate average salary by contribution assumption: employee only about $629,647 at 4% or $419,765 at 6%; with 50% employer match about $419,765 at 4% or $279,843 at 6%; with 100% employer match about $314,823 at 4% or $209,882 at 6%.
Pfm 401(K) Plan-364$163,830,177$9,167,657$25,186iApproximate average salary by contribution assumption: employee only about $629,647 at 4% or $419,765 at 6%; with 50% employer match about $419,765 at 4% or $279,843 at 6%; with 100% employer match about $314,823 at 4% or $209,882 at 6%.
Pfm Employee Welfare Benefit Plan-348---
20232340$150,747,952$6,418,492$18,878iApproximate average salary by contribution assumption: employee only about $471,948 at 4% or $314,632 at 6%; with 50% employer match about $314,632 at 4% or $209,755 at 6%; with 100% employer match about $235,974 at 4% or $157,316 at 6%.
Pfm 401(K) Plan-340$150,747,952$6,418,492$18,878iApproximate average salary by contribution assumption: employee only about $471,948 at 4% or $314,632 at 6%; with 50% employer match about $314,632 at 4% or $209,755 at 6%; with 100% employer match about $235,974 at 4% or $157,316 at 6%.
Pfm Employee Welfare Benefit Plan-336---
20221331$140,106,781$5,791,147$17,496iApproximate average salary by contribution assumption: employee only about $437,398 at 4% or $291,599 at 6%; with 50% employer match about $291,599 at 4% or $194,399 at 6%; with 100% employer match about $218,699 at 4% or $145,799 at 6%.
Pfm 401(K) Plan-331$140,106,781$5,791,147$17,496iApproximate average salary by contribution assumption: employee only about $437,398 at 4% or $291,599 at 6%; with 50% employer match about $291,599 at 4% or $194,399 at 6%; with 100% employer match about $218,699 at 4% or $145,799 at 6%.