PRIVEE CAPITAL LLC
Plan context: PRIVEE CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 83-4713582 • Sunny Isles Beach, FL • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$155,138
2025 Contributions
$6,423
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 | 2 | $155,138 | $6,423 | $3,212iApproximate average salary by contribution assumption: employee only about $80,288 at 4% or $53,525 at 6%; with 50% employer match about $53,525 at 4% or $35,683 at 6%; with 100% employer match about $40,144 at 4% or $26,763 at 6%. |
| PRIVEE CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $155,138 | $6,423 | $3,212iApproximate average salary by contribution assumption: employee only about $80,288 at 4% or $53,525 at 6%; with 50% employer match about $53,525 at 4% or $35,683 at 6%; with 100% employer match about $40,144 at 4% or $26,763 at 6%. |
| 2024 | 1 | 2 | $131,606 | $5,942 | $2,971iApproximate average salary by contribution assumption: employee only about $74,275 at 4% or $49,517 at 6%; with 50% employer match about $49,517 at 4% or $33,011 at 6%; with 100% employer match about $37,138 at 4% or $24,758 at 6%. |
| PRIVEE CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $131,606 | $5,942 | $2,971iApproximate average salary by contribution assumption: employee only about $74,275 at 4% or $49,517 at 6%; with 50% employer match about $49,517 at 4% or $33,011 at 6%; with 100% employer match about $37,138 at 4% or $24,758 at 6%. |
| 2023 | 1 | 2 | $108,903 | $5,691 | $2,846iApproximate average salary by contribution assumption: employee only about $71,138 at 4% or $47,425 at 6%; with 50% employer match about $47,425 at 4% or $31,617 at 6%; with 100% employer match about $35,569 at 4% or $23,713 at 6%. |
| PRIVEE CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $108,903 | $5,691 | $2,846iApproximate average salary by contribution assumption: employee only about $71,138 at 4% or $47,425 at 6%; with 50% employer match about $47,425 at 4% or $31,617 at 6%; with 100% employer match about $35,569 at 4% or $23,713 at 6%. |
| 2022 | 1 | 2 | $89,067 | $5,205 | $2,603iApproximate average salary by contribution assumption: employee only about $65,063 at 4% or $43,375 at 6%; with 50% employer match about $43,375 at 4% or $28,917 at 6%; with 100% employer match about $32,531 at 4% or $21,688 at 6%. |
| PRIVEE CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $89,067 | $5,205 | $2,603iApproximate average salary by contribution assumption: employee only about $65,063 at 4% or $43,375 at 6%; with 50% employer match about $43,375 at 4% or $28,917 at 6%; with 100% employer match about $32,531 at 4% or $21,688 at 6%. |
| 2021 | 1 | 2 | $96,046 | $5,110 | $2,555iApproximate average salary by contribution assumption: employee only about $63,875 at 4% or $42,583 at 6%; with 50% employer match about $42,583 at 4% or $28,389 at 6%; with 100% employer match about $31,938 at 4% or $21,292 at 6%. |
| PRIVEE CAPITAL 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $96,046 | $5,110 | $2,555iApproximate average salary by contribution assumption: employee only about $63,875 at 4% or $42,583 at 6%; with 50% employer match about $42,583 at 4% or $28,389 at 6%; with 100% employer match about $31,938 at 4% or $21,292 at 6%. |