Civic Intelligence

Professional Financial Specialists Inc.

Plan context: Professional Financial Specialists Inc. 401(K) Plan

EIN 84-1273990 • Longmont, CO • 20 filings • 2 plans

418 CoffmanLongmont, CO 80501
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,146,761

2024 Contributions

$63,286

Historical Graphs

Total Assets Over Time

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

$3,290,410$1,645,205$0200520152024YearValue
$1,146,761Latest year 2024

Participants Over Time

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

33170200520152024YearValue
4Latest 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
202414$1,146,761$63,286$15,822iApproximate average salary by contribution assumption: employee only about $395,538 at 4% or $263,692 at 6%; with 50% employer match about $263,692 at 4% or $175,794 at 6%; with 100% employer match about $197,769 at 4% or $131,846 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-4$1,146,761$63,286$15,822iApproximate average salary by contribution assumption: employee only about $395,538 at 4% or $263,692 at 6%; with 50% employer match about $263,692 at 4% or $175,794 at 6%; with 100% employer match about $197,769 at 4% or $131,846 at 6%.
2023133$3,290,410$179,308$5,434iApproximate average salary by contribution assumption: employee only about $135,839 at 4% or $90,560 at 6%; with 50% employer match about $90,560 at 4% or $60,373 at 6%; with 100% employer match about $67,920 at 4% or $45,280 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-33$3,290,410$179,308$5,434iApproximate average salary by contribution assumption: employee only about $135,839 at 4% or $90,560 at 6%; with 50% employer match about $90,560 at 4% or $60,373 at 6%; with 100% employer match about $67,920 at 4% or $45,280 at 6%.
2022129$2,488,883$215,009$7,414iApproximate average salary by contribution assumption: employee only about $185,353 at 4% or $123,568 at 6%; with 50% employer match about $123,568 at 4% or $82,379 at 6%; with 100% employer match about $92,676 at 4% or $61,784 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-29$2,488,883$215,009$7,414iApproximate average salary by contribution assumption: employee only about $185,353 at 4% or $123,568 at 6%; with 50% employer match about $123,568 at 4% or $82,379 at 6%; with 100% employer match about $92,676 at 4% or $61,784 at 6%.
2021126$2,320,525$598,335$23,013iApproximate average salary by contribution assumption: employee only about $575,322 at 4% or $383,548 at 6%; with 50% employer match about $383,548 at 4% or $255,699 at 6%; with 100% employer match about $287,661 at 4% or $191,774 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-26$2,320,525$598,335$23,013iApproximate average salary by contribution assumption: employee only about $575,322 at 4% or $383,548 at 6%; with 50% employer match about $383,548 at 4% or $255,699 at 6%; with 100% employer match about $287,661 at 4% or $191,774 at 6%.
2020122$1,381,227$156,646$7,120iApproximate average salary by contribution assumption: employee only about $178,007 at 4% or $118,671 at 6%; with 50% employer match about $118,671 at 4% or $79,114 at 6%; with 100% employer match about $89,003 at 4% or $59,336 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-22$1,381,227$156,646$7,120iApproximate average salary by contribution assumption: employee only about $178,007 at 4% or $118,671 at 6%; with 50% employer match about $118,671 at 4% or $79,114 at 6%; with 100% employer match about $89,003 at 4% or $59,336 at 6%.
2019119$1,087,936$107,751$5,671iApproximate average salary by contribution assumption: employee only about $141,778 at 4% or $94,518 at 6%; with 50% employer match about $94,518 at 4% or $63,012 at 6%; with 100% employer match about $70,889 at 4% or $47,259 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-19$1,087,936$107,751$5,671iApproximate average salary by contribution assumption: employee only about $141,778 at 4% or $94,518 at 6%; with 50% employer match about $94,518 at 4% or $63,012 at 6%; with 100% employer match about $70,889 at 4% or $47,259 at 6%.
2018111$872,386$79,803$7,255iApproximate average salary by contribution assumption: employee only about $181,370 at 4% or $120,914 at 6%; with 50% employer match about $120,914 at 4% or $80,609 at 6%; with 100% employer match about $90,685 at 4% or $60,457 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-11$872,386$79,803$7,255iApproximate average salary by contribution assumption: employee only about $181,370 at 4% or $120,914 at 6%; with 50% employer match about $120,914 at 4% or $80,609 at 6%; with 100% employer match about $90,685 at 4% or $60,457 at 6%.
2017112$968,484$60,752$5,063iApproximate average salary by contribution assumption: employee only about $126,567 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-12$968,484$60,752$5,063iApproximate average salary by contribution assumption: employee only about $126,567 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%.
2016112$779,644$66,680$5,557iApproximate average salary by contribution assumption: employee only about $138,917 at 4% or $92,611 at 6%; with 50% employer match about $92,611 at 4% or $61,741 at 6%; with 100% employer match about $69,458 at 4% or $46,306 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-12$779,644$66,680$5,557iApproximate average salary by contribution assumption: employee only about $138,917 at 4% or $92,611 at 6%; with 50% employer match about $92,611 at 4% or $61,741 at 6%; with 100% employer match about $69,458 at 4% or $46,306 at 6%.
201518$646,040$91,030$11,379iApproximate average salary by contribution assumption: employee only about $284,469 at 4% or $189,646 at 6%; with 50% employer match about $189,646 at 4% or $126,431 at 6%; with 100% employer match about $142,234 at 4% or $94,823 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-8$646,040$91,030$11,379iApproximate average salary by contribution assumption: employee only about $284,469 at 4% or $189,646 at 6%; with 50% employer match about $189,646 at 4% or $126,431 at 6%; with 100% employer match about $142,234 at 4% or $94,823 at 6%.
201414$560,291$38,271$9,568iApproximate average salary by contribution assumption: employee only about $239,194 at 4% or $159,463 at 6%; with 50% employer match about $159,463 at 4% or $106,308 at 6%; with 100% employer match about $119,597 at 4% or $79,731 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-4$560,291$38,271$9,568iApproximate average salary by contribution assumption: employee only about $239,194 at 4% or $159,463 at 6%; with 50% employer match about $159,463 at 4% or $106,308 at 6%; with 100% employer match about $119,597 at 4% or $79,731 at 6%.
201315$493,696$43,601$8,720iApproximate average salary by contribution assumption: employee only about $218,005 at 4% or $145,337 at 6%; with 50% employer match about $145,337 at 4% or $96,891 at 6%; with 100% employer match about $109,003 at 4% or $72,668 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-5$493,696$43,601$8,720iApproximate average salary by contribution assumption: employee only about $218,005 at 4% or $145,337 at 6%; with 50% employer match about $145,337 at 4% or $96,891 at 6%; with 100% employer match about $109,003 at 4% or $72,668 at 6%.
201216$360,310$40,331$6,722iApproximate average salary by contribution assumption: employee only about $168,046 at 4% or $112,031 at 6%; with 50% employer match about $112,031 at 4% or $74,687 at 6%; with 100% employer match about $84,023 at 4% or $56,015 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-6$360,310$40,331$6,722iApproximate average salary by contribution assumption: employee only about $168,046 at 4% or $112,031 at 6%; with 50% employer match about $112,031 at 4% or $74,687 at 6%; with 100% employer match about $84,023 at 4% or $56,015 at 6%.
201115$276,582$25,023$5,005iApproximate average salary by contribution assumption: employee only about $125,115 at 4% or $83,410 at 6%; with 50% employer match about $83,410 at 4% or $55,607 at 6%; with 100% employer match about $62,558 at 4% or $41,705 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-5$276,582$25,023$5,005iApproximate average salary by contribution assumption: employee only about $125,115 at 4% or $83,410 at 6%; with 50% employer match about $83,410 at 4% or $55,607 at 6%; with 100% employer match about $62,558 at 4% or $41,705 at 6%.
201012$283,389$25,439$12,720iApproximate average salary by contribution assumption: employee only about $317,988 at 4% or $211,992 at 6%; with 50% employer match about $211,992 at 4% or $141,328 at 6%; with 100% employer match about $158,994 at 4% or $105,996 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-2$283,389$25,439$12,720iApproximate average salary by contribution assumption: employee only about $317,988 at 4% or $211,992 at 6%; with 50% employer match about $211,992 at 4% or $141,328 at 6%; with 100% employer match about $158,994 at 4% or $105,996 at 6%.
200914$241,084$35,305$8,826iApproximate average salary by contribution assumption: employee only about $220,656 at 4% or $147,104 at 6%; with 50% employer match about $147,104 at 4% or $98,069 at 6%; with 100% employer match about $110,328 at 4% or $73,552 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-4$241,084$35,305$8,826iApproximate average salary by contribution assumption: employee only about $220,656 at 4% or $147,104 at 6%; with 50% employer match about $147,104 at 4% or $98,069 at 6%; with 100% employer match about $110,328 at 4% or $73,552 at 6%.
200815$164,979$29,223$5,845iApproximate average salary by contribution assumption: employee only about $146,115 at 4% or $97,410 at 6%; with 50% employer match about $97,410 at 4% or $64,940 at 6%; with 100% employer match about $73,058 at 4% or $48,705 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-5$164,979$29,223$5,845iApproximate average salary by contribution assumption: employee only about $146,115 at 4% or $97,410 at 6%; with 50% employer match about $97,410 at 4% or $64,940 at 6%; with 100% employer match about $73,058 at 4% or $48,705 at 6%.
200715$325,367$27,699$5,540iApproximate average salary by contribution assumption: employee only about $138,495 at 4% or $92,330 at 6%; with 50% employer match about $92,330 at 4% or $61,553 at 6%; with 100% employer match about $69,248 at 4% or $46,165 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-5$325,367$27,699$5,540iApproximate average salary by contribution assumption: employee only about $138,495 at 4% or $92,330 at 6%; with 50% employer match about $92,330 at 4% or $61,553 at 6%; with 100% employer match about $69,248 at 4% or $46,165 at 6%.
200614$258,621$21,984$5,496iApproximate average salary by contribution assumption: employee only about $137,400 at 4% or $91,600 at 6%; with 50% employer match about $91,600 at 4% or $61,067 at 6%; with 100% employer match about $68,700 at 4% or $45,800 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-4$258,621$21,984$5,496iApproximate average salary by contribution assumption: employee only about $137,400 at 4% or $91,600 at 6%; with 50% employer match about $91,600 at 4% or $61,067 at 6%; with 100% employer match about $68,700 at 4% or $45,800 at 6%.
200514$212,606$197,612$49,403iApproximate average salary by contribution assumption: employee only about $1,235,075 at 4% or $823,383 at 6%; with 50% employer match about $823,383 at 4% or $548,922 at 6%; with 100% employer match about $617,538 at 4% or $411,692 at 6%.
Professional Financial Specialists Inc. 401(K) Plan-4$212,606$197,612$49,403iApproximate average salary by contribution assumption: employee only about $1,235,075 at 4% or $823,383 at 6%; with 50% employer match about $823,383 at 4% or $548,922 at 6%; with 100% employer match about $617,538 at 4% or $411,692 at 6%.