Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$865,284
2024 Contributions
$195,245
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 21 | $865,284 | $195,245 | $9,297iApproximate average salary by contribution assumption: employee only about $232,435 at 4% or $154,956 at 6%; with 50% employer match about $154,956 at 4% or $103,304 at 6%; with 100% employer match about $116,217 at 4% or $77,478 at 6%. |
| PLANFIRST 401(K) PLAN | - | 21 | $597,659 | $195,245 | $9,297iApproximate average salary by contribution assumption: employee only about $232,435 at 4% or $154,956 at 6%; with 50% employer match about $154,956 at 4% or $103,304 at 6%; with 100% employer match about $116,217 at 4% or $77,478 at 6%. |
| Avodah Profit Sharing Plan | - | 14 | $267,625 | - | - |
| 2023 | 1 | 13 | $405,271 | $371,342 | $28,565iApproximate average salary by contribution assumption: employee only about $714,119 at 4% or $476,079 at 6%; with 50% employer match about $476,079 at 4% or $317,386 at 6%; with 100% employer match about $357,060 at 4% or $238,040 at 6%. |
| PLANFIRST 401(K) PLAN | - | 13 | $405,271 | $371,342 | $28,565iApproximate average salary by contribution assumption: employee only about $714,119 at 4% or $476,079 at 6%; with 50% employer match about $476,079 at 4% or $317,386 at 6%; with 100% employer match about $357,060 at 4% or $238,040 at 6%. |