PARTICIPANT CAPITAL ADVISORS L
Plan context: PARTICIPANT CAPITAL ADVISORS L 401(K) PROFIT SHARING PLAN & TRUST
EIN 82-3729165 • Miami, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
52
2025 Assets
$2,419,873
2025 Contributions
$406,202
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 52 | $2,419,873 | $406,202 | $7,812iApproximate average salary by contribution assumption: employee only about $195,289 at 4% or $130,193 at 6%; with 50% employer match about $130,193 at 4% or $86,795 at 6%; with 100% employer match about $97,645 at 4% or $65,096 at 6%. |
| PARTICIPANT CAPITAL ADVISORS L 401(K) PROFIT SHARING PLAN & TRUST | - | 52 | $2,419,873 | $406,202 | $7,812iApproximate average salary by contribution assumption: employee only about $195,289 at 4% or $130,193 at 6%; with 50% employer match about $130,193 at 4% or $86,795 at 6%; with 100% employer match about $97,645 at 4% or $65,096 at 6%. |
| 2024 | 1 | 55 | $2,098,603 | $504,649 | $9,175iApproximate average salary by contribution assumption: employee only about $229,386 at 4% or $152,924 at 6%; with 50% employer match about $152,924 at 4% or $101,949 at 6%; with 100% employer match about $114,693 at 4% or $76,462 at 6%. |
| PARTICIPANT CAPITAL ADVISORS L 401(K) PROFIT SHARING PLAN & TRUST | - | 55 | $2,098,603 | $504,649 | $9,175iApproximate average salary by contribution assumption: employee only about $229,386 at 4% or $152,924 at 6%; with 50% employer match about $152,924 at 4% or $101,949 at 6%; with 100% employer match about $114,693 at 4% or $76,462 at 6%. |
| 2023 | 1 | 55 | $1,525,525 | $504,611 | $9,175iApproximate average salary by contribution assumption: employee only about $229,369 at 4% or $152,912 at 6%; with 50% employer match about $152,912 at 4% or $101,942 at 6%; with 100% employer match about $114,684 at 4% or $76,456 at 6%. |
| PARTICIPANT CAPITAL ADVISORS L 401(K) PROFIT SHARING PLAN & TRUST | - | 55 | $1,525,525 | $504,611 | $9,175iApproximate average salary by contribution assumption: employee only about $229,369 at 4% or $152,912 at 6%; with 50% employer match about $152,912 at 4% or $101,942 at 6%; with 100% employer match about $114,684 at 4% or $76,456 at 6%. |
| 2022 | 1 | 62 | $1,205,191 | $528,558 | $8,525iApproximate average salary by contribution assumption: employee only about $213,128 at 4% or $142,085 at 6%; with 50% employer match about $142,085 at 4% or $94,724 at 6%; with 100% employer match about $106,564 at 4% or $71,043 at 6%. |
| PARTICIPANT CAPITAL ADVISORS L 401(K) PROFIT SHARING PLAN & TRUST | - | 62 | $1,205,191 | $528,558 | $8,525iApproximate average salary by contribution assumption: employee only about $213,128 at 4% or $142,085 at 6%; with 50% employer match about $142,085 at 4% or $94,724 at 6%; with 100% employer match about $106,564 at 4% or $71,043 at 6%. |
| 2019 | 1 | 18 | $72,220 | $68,231 | $3,791iApproximate average salary by contribution assumption: employee only about $94,765 at 4% or $63,177 at 6%; with 50% employer match about $63,177 at 4% or $42,118 at 6%; with 100% employer match about $47,383 at 4% or $31,588 at 6%. |
| PARTICIPANT CAPITAL ADVISORS L 401(K) PROFIT SHARING PLAN & TRUST | - | 18 | $72,220 | $68,231 | $3,791iApproximate average salary by contribution assumption: employee only about $94,765 at 4% or $63,177 at 6%; with 50% employer match about $63,177 at 4% or $42,118 at 6%; with 100% employer match about $47,383 at 4% or $31,588 at 6%. |