Civic Intelligence

Historic Palm LLC

Plan context: Historic Palm LLC 401(K) Profit Sharing Plan & Trust

EIN 83-0425861 • Phoenix, AZ • 13 filings • 4 plans

2524 North 24th StreetPhoenix, AZ 85008
Current Snapshot

Latest Year

2024

2024 Participants

85

2024 Assets

$2,775,742

2024 Contributions

$212,987

Historical Graphs

Total Assets Over Time

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

$2,775,742$1,387,871$0201220182024YearValue
$2,775,742Latest year 2024

Participants Over Time

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

100500201220182024YearValue
85Latest 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
2024185$2,775,742$212,987$2,506iApproximate average salary by contribution assumption: employee only about $62,643 at 4% or $41,762 at 6%; with 50% employer match about $41,762 at 4% or $27,841 at 6%; with 100% employer match about $31,322 at 4% or $20,881 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-85$2,775,742$212,987$2,506iApproximate average salary by contribution assumption: employee only about $62,643 at 4% or $41,762 at 6%; with 50% employer match about $41,762 at 4% or $27,841 at 6%; with 100% employer match about $31,322 at 4% or $20,881 at 6%.
2023191$2,301,923$291,876$3,207iApproximate average salary by contribution assumption: employee only about $80,186 at 4% or $53,457 at 6%; with 50% employer match about $53,457 at 4% or $35,638 at 6%; with 100% employer match about $40,093 at 4% or $26,729 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-91$2,301,923$291,876$3,207iApproximate average salary by contribution assumption: employee only about $80,186 at 4% or $53,457 at 6%; with 50% employer match about $53,457 at 4% or $35,638 at 6%; with 100% employer match about $40,093 at 4% or $26,729 at 6%.
2022184$1,748,177$179,742$2,140iApproximate average salary by contribution assumption: employee only about $53,495 at 4% or $35,663 at 6%; with 50% employer match about $35,663 at 4% or $23,775 at 6%; with 100% employer match about $26,747 at 4% or $17,832 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-84$1,748,177$179,742$2,140iApproximate average salary by contribution assumption: employee only about $53,495 at 4% or $35,663 at 6%; with 50% employer match about $35,663 at 4% or $23,775 at 6%; with 100% employer match about $26,747 at 4% or $17,832 at 6%.
2021185$2,073,383$165,018$1,941iApproximate average salary by contribution assumption: employee only about $48,535 at 4% or $32,356 at 6%; with 50% employer match about $32,356 at 4% or $21,571 at 6%; with 100% employer match about $24,267 at 4% or $16,178 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-85$2,073,383$165,018$1,941iApproximate average salary by contribution assumption: employee only about $48,535 at 4% or $32,356 at 6%; with 50% employer match about $32,356 at 4% or $21,571 at 6%; with 100% employer match about $24,267 at 4% or $16,178 at 6%.
2020168$1,756,023$103,193$1,518iApproximate average salary by contribution assumption: employee only about $37,939 at 4% or $25,292 at 6%; with 50% employer match about $25,292 at 4% or $16,862 at 6%; with 100% employer match about $18,969 at 4% or $12,646 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-68$1,756,023$103,193$1,518iApproximate average salary by contribution assumption: employee only about $37,939 at 4% or $25,292 at 6%; with 50% employer match about $25,292 at 4% or $16,862 at 6%; with 100% employer match about $18,969 at 4% or $12,646 at 6%.
20191100$1,391,691$86,701$867iApproximate average salary by contribution assumption: employee only about $21,675 at 4% or $14,450 at 6%; with 50% employer match about $14,450 at 4% or $9,633 at 6%; with 100% employer match about $10,838 at 4% or $7,225 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-100$1,391,691$86,701$867iApproximate average salary by contribution assumption: employee only about $21,675 at 4% or $14,450 at 6%; with 50% employer match about $14,450 at 4% or $9,633 at 6%; with 100% employer match about $10,838 at 4% or $7,225 at 6%.
2018121$1,078,471$102,409$4,877iApproximate average salary by contribution assumption: employee only about $121,915 at 4% or $81,277 at 6%; with 50% employer match about $81,277 at 4% or $54,185 at 6%; with 100% employer match about $60,958 at 4% or $40,638 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-21$1,078,471$102,409$4,877iApproximate average salary by contribution assumption: employee only about $121,915 at 4% or $81,277 at 6%; with 50% employer match about $81,277 at 4% or $54,185 at 6%; with 100% employer match about $60,958 at 4% or $40,638 at 6%.
2017138$1,308,322$108,909$2,866iApproximate average salary by contribution assumption: employee only about $71,651 at 4% or $47,767 at 6%; with 50% employer match about $47,767 at 4% or $31,845 at 6%; with 100% employer match about $35,825 at 4% or $23,884 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-38$1,308,322$108,909$2,866iApproximate average salary by contribution assumption: employee only about $71,651 at 4% or $47,767 at 6%; with 50% employer match about $47,767 at 4% or $31,845 at 6%; with 100% employer match about $35,825 at 4% or $23,884 at 6%.
2016132$1,038,643$108,414$3,388iApproximate average salary by contribution assumption: employee only about $84,698 at 4% or $56,466 at 6%; with 50% employer match about $56,466 at 4% or $37,644 at 6%; with 100% employer match about $42,349 at 4% or $28,233 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-32$1,038,643$108,414$3,388iApproximate average salary by contribution assumption: employee only about $84,698 at 4% or $56,466 at 6%; with 50% employer match about $56,466 at 4% or $37,644 at 6%; with 100% employer match about $42,349 at 4% or $28,233 at 6%.
2015129$885,710$99,348$3,426iApproximate average salary by contribution assumption: employee only about $85,645 at 4% or $57,097 at 6%; with 50% employer match about $57,097 at 4% or $38,064 at 6%; with 100% employer match about $42,822 at 4% or $28,548 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-29$885,710$99,348$3,426iApproximate average salary by contribution assumption: employee only about $85,645 at 4% or $57,097 at 6%; with 50% employer match about $57,097 at 4% or $38,064 at 6%; with 100% employer match about $42,822 at 4% or $28,548 at 6%.
2014121$802,049$456,353$21,731iApproximate average salary by contribution assumption: employee only about $543,277 at 4% or $362,185 at 6%; with 50% employer match about $362,185 at 4% or $241,457 at 6%; with 100% employer match about $271,639 at 4% or $181,092 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-21$802,049$456,353$21,731iApproximate average salary by contribution assumption: employee only about $543,277 at 4% or $362,185 at 6%; with 50% employer match about $362,185 at 4% or $241,457 at 6%; with 100% employer match about $271,639 at 4% or $181,092 at 6%.
2013114$346,879$150,461$10,747iApproximate average salary by contribution assumption: employee only about $268,680 at 4% or $179,120 at 6%; with 50% employer match about $179,120 at 4% or $119,413 at 6%; with 100% employer match about $134,340 at 4% or $89,560 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-14$346,879$150,461$10,747iApproximate average salary by contribution assumption: employee only about $268,680 at 4% or $179,120 at 6%; with 50% employer match about $179,120 at 4% or $119,413 at 6%; with 100% employer match about $134,340 at 4% or $89,560 at 6%.
201218$173,822$77,684$9,711iApproximate average salary by contribution assumption: employee only about $242,763 at 4% or $161,842 at 6%; with 50% employer match about $161,842 at 4% or $107,894 at 6%; with 100% employer match about $121,381 at 4% or $80,921 at 6%.
Historic Palm LLC 401(K) Profit Sharing Plan & Trust-8$173,822$77,684$9,711iApproximate average salary by contribution assumption: employee only about $242,763 at 4% or $161,842 at 6%; with 50% employer match about $161,842 at 4% or $107,894 at 6%; with 100% employer match about $121,381 at 4% or $80,921 at 6%.