Civic Intelligence

Prosperion Financial Advisors

Plan context: Prosperion Financial Advisors Profit Sharing Plan

EIN 84-1335478 • Greenwood Village, CO • 26 filings • 4 plans

8400 E. Prentice Ave.Suite 1125Greenwood Village, CO 80111
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$6,823,450

2025 Contributions

$187,002

Historical Graphs

Total Assets Over Time

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

$6,823,450$3,411,725$0200020132025YearValue
$6,823,450Latest year 2025

Participants Over Time

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

740200020132025YearValue
7Latest year 2025

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
202517$6,823,450$187,002$26,715iApproximate average salary by contribution assumption: employee only about $667,864 at 4% or $445,243 at 6%; with 50% employer match about $445,243 at 4% or $296,829 at 6%; with 100% employer match about $333,932 at 4% or $222,621 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$6,823,450$187,002$26,715iApproximate average salary by contribution assumption: employee only about $667,864 at 4% or $445,243 at 6%; with 50% employer match about $445,243 at 4% or $296,829 at 6%; with 100% employer match about $333,932 at 4% or $222,621 at 6%.
202416$5,814,869$182,250$30,375iApproximate average salary by contribution assumption: employee only about $759,375 at 4% or $506,250 at 6%; with 50% employer match about $506,250 at 4% or $337,500 at 6%; with 100% employer match about $379,688 at 4% or $253,125 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-6$5,814,869$182,250$30,375iApproximate average salary by contribution assumption: employee only about $759,375 at 4% or $506,250 at 6%; with 50% employer match about $506,250 at 4% or $337,500 at 6%; with 100% employer match about $379,688 at 4% or $253,125 at 6%.
202317$5,716,899$174,749$24,964iApproximate average salary by contribution assumption: employee only about $624,104 at 4% or $416,069 at 6%; with 50% employer match about $416,069 at 4% or $277,379 at 6%; with 100% employer match about $312,052 at 4% or $208,035 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$5,716,899$174,749$24,964iApproximate average salary by contribution assumption: employee only about $624,104 at 4% or $416,069 at 6%; with 50% employer match about $416,069 at 4% or $277,379 at 6%; with 100% employer match about $312,052 at 4% or $208,035 at 6%.
202217$5,272,391$184,500$26,357iApproximate average salary by contribution assumption: employee only about $658,929 at 4% or $439,286 at 6%; with 50% employer match about $439,286 at 4% or $292,857 at 6%; with 100% employer match about $329,464 at 4% or $219,643 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$5,272,391$184,500$26,357iApproximate average salary by contribution assumption: employee only about $658,929 at 4% or $439,286 at 6%; with 50% employer match about $439,286 at 4% or $292,857 at 6%; with 100% employer match about $329,464 at 4% or $219,643 at 6%.
202117$4,925,277$176,606$25,229iApproximate average salary by contribution assumption: employee only about $630,736 at 4% or $420,490 at 6%; with 50% employer match about $420,490 at 4% or $280,327 at 6%; with 100% employer match about $315,368 at 4% or $210,245 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$4,925,277$176,606$25,229iApproximate average salary by contribution assumption: employee only about $630,736 at 4% or $420,490 at 6%; with 50% employer match about $420,490 at 4% or $280,327 at 6%; with 100% employer match about $315,368 at 4% or $210,245 at 6%.
202017$3,792,108$165,656$23,665iApproximate average salary by contribution assumption: employee only about $591,629 at 4% or $394,419 at 6%; with 50% employer match about $394,419 at 4% or $262,946 at 6%; with 100% employer match about $295,814 at 4% or $197,210 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$3,792,108$165,656$23,665iApproximate average salary by contribution assumption: employee only about $591,629 at 4% or $394,419 at 6%; with 50% employer match about $394,419 at 4% or $262,946 at 6%; with 100% employer match about $295,814 at 4% or $197,210 at 6%.
201917$3,205,756$160,200$22,886iApproximate average salary by contribution assumption: employee only about $572,143 at 4% or $381,429 at 6%; with 50% employer match about $381,429 at 4% or $254,286 at 6%; with 100% employer match about $286,071 at 4% or $190,714 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$3,205,756$160,200$22,886iApproximate average salary by contribution assumption: employee only about $572,143 at 4% or $381,429 at 6%; with 50% employer match about $381,429 at 4% or $254,286 at 6%; with 100% employer match about $286,071 at 4% or $190,714 at 6%.
201817$2,452,045$153,150$21,879iApproximate average salary by contribution assumption: employee only about $546,964 at 4% or $364,643 at 6%; with 50% employer match about $364,643 at 4% or $243,095 at 6%; with 100% employer match about $273,482 at 4% or $182,321 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$2,452,045$153,150$21,879iApproximate average salary by contribution assumption: employee only about $546,964 at 4% or $364,643 at 6%; with 50% employer match about $364,643 at 4% or $243,095 at 6%; with 100% employer match about $273,482 at 4% or $182,321 at 6%.
201717$2,440,152$147,600$21,086iApproximate average salary by contribution assumption: employee only about $527,143 at 4% or $351,429 at 6%; with 50% employer match about $351,429 at 4% or $234,286 at 6%; with 100% employer match about $263,571 at 4% or $175,714 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$2,440,152$147,600$21,086iApproximate average salary by contribution assumption: employee only about $527,143 at 4% or $351,429 at 6%; with 50% employer match about $351,429 at 4% or $234,286 at 6%; with 100% employer match about $263,571 at 4% or $175,714 at 6%.
201617$1,944,722$134,755$19,251iApproximate average salary by contribution assumption: employee only about $481,268 at 4% or $320,845 at 6%; with 50% employer match about $320,845 at 4% or $213,897 at 6%; with 100% employer match about $240,634 at 4% or $160,423 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-7$1,944,722$134,755$19,251iApproximate average salary by contribution assumption: employee only about $481,268 at 4% or $320,845 at 6%; with 50% employer match about $320,845 at 4% or $213,897 at 6%; with 100% employer match about $240,634 at 4% or $160,423 at 6%.
201516$1,647,100$125,321$20,887iApproximate average salary by contribution assumption: employee only about $522,171 at 4% or $348,114 at 6%; with 50% employer match about $348,114 at 4% or $232,076 at 6%; with 100% employer match about $261,085 at 4% or $174,057 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-6$1,647,100$125,321$20,887iApproximate average salary by contribution assumption: employee only about $522,171 at 4% or $348,114 at 6%; with 50% employer match about $348,114 at 4% or $232,076 at 6%; with 100% employer match about $261,085 at 4% or $174,057 at 6%.
201416$1,542,259$112,526$18,754iApproximate average salary by contribution assumption: employee only about $468,858 at 4% or $312,572 at 6%; with 50% employer match about $312,572 at 4% or $208,381 at 6%; with 100% employer match about $234,429 at 4% or $156,286 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-6$1,542,259$112,526$18,754iApproximate average salary by contribution assumption: employee only about $468,858 at 4% or $312,572 at 6%; with 50% employer match about $312,572 at 4% or $208,381 at 6%; with 100% employer match about $234,429 at 4% or $156,286 at 6%.
201315$1,299,819$85,725$17,145iApproximate average salary by contribution assumption: employee only about $428,625 at 4% or $285,750 at 6%; with 50% employer match about $285,750 at 4% or $190,500 at 6%; with 100% employer match about $214,313 at 4% or $142,875 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-5$1,299,819$85,725$17,145iApproximate average salary by contribution assumption: employee only about $428,625 at 4% or $285,750 at 6%; with 50% employer match about $285,750 at 4% or $190,500 at 6%; with 100% employer match about $214,313 at 4% or $142,875 at 6%.
201214$1,078,920$69,080$17,270iApproximate average salary by contribution assumption: employee only about $431,750 at 4% or $287,833 at 6%; with 50% employer match about $287,833 at 4% or $191,889 at 6%; with 100% employer match about $215,875 at 4% or $143,917 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$1,078,920$69,080$17,270iApproximate average salary by contribution assumption: employee only about $431,750 at 4% or $287,833 at 6%; with 50% employer match about $287,833 at 4% or $191,889 at 6%; with 100% employer match about $215,875 at 4% or $143,917 at 6%.
201114$916,411$65,615$16,404iApproximate average salary by contribution assumption: employee only about $410,094 at 4% or $273,396 at 6%; with 50% employer match about $273,396 at 4% or $182,264 at 6%; with 100% employer match about $205,047 at 4% or $136,698 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$916,411$65,615$16,404iApproximate average salary by contribution assumption: employee only about $410,094 at 4% or $273,396 at 6%; with 50% employer match about $273,396 at 4% or $182,264 at 6%; with 100% employer match about $205,047 at 4% or $136,698 at 6%.
201014$894,476$64,325$16,081iApproximate average salary by contribution assumption: employee only about $402,031 at 4% or $268,021 at 6%; with 50% employer match about $268,021 at 4% or $178,681 at 6%; with 100% employer match about $201,016 at 4% or $134,010 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$894,476$64,325$16,081iApproximate average salary by contribution assumption: employee only about $402,031 at 4% or $268,021 at 6%; with 50% employer match about $268,021 at 4% or $178,681 at 6%; with 100% employer match about $201,016 at 4% or $134,010 at 6%.
200914$707,888$62,783$15,696iApproximate average salary by contribution assumption: employee only about $392,394 at 4% or $261,596 at 6%; with 50% employer match about $261,596 at 4% or $174,397 at 6%; with 100% employer match about $196,197 at 4% or $130,798 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$707,888$62,783$15,696iApproximate average salary by contribution assumption: employee only about $392,394 at 4% or $261,596 at 6%; with 50% employer match about $261,596 at 4% or $174,397 at 6%; with 100% employer match about $196,197 at 4% or $130,798 at 6%.
200814$582,112$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$582,112$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
200715$875,062$73,042$14,608iApproximate average salary by contribution assumption: employee only about $365,210 at 4% or $243,473 at 6%; with 50% employer match about $243,473 at 4% or $162,316 at 6%; with 100% employer match about $182,605 at 4% or $121,737 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-5$875,062$73,042$14,608iApproximate average salary by contribution assumption: employee only about $365,210 at 4% or $243,473 at 6%; with 50% employer match about $243,473 at 4% or $162,316 at 6%; with 100% employer match about $182,605 at 4% or $121,737 at 6%.
200614$722,996$74,370$18,593iApproximate average salary by contribution assumption: employee only about $464,813 at 4% or $309,875 at 6%; with 50% employer match about $309,875 at 4% or $206,583 at 6%; with 100% employer match about $232,406 at 4% or $154,938 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$722,996$74,370$18,593iApproximate average salary by contribution assumption: employee only about $464,813 at 4% or $309,875 at 6%; with 50% employer match about $309,875 at 4% or $206,583 at 6%; with 100% employer match about $232,406 at 4% or $154,938 at 6%.
200514$544,742$63,150$15,788iApproximate average salary by contribution assumption: employee only about $394,688 at 4% or $263,125 at 6%; with 50% employer match about $263,125 at 4% or $175,417 at 6%; with 100% employer match about $197,344 at 4% or $131,563 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$544,742$63,150$15,788iApproximate average salary by contribution assumption: employee only about $394,688 at 4% or $263,125 at 6%; with 50% employer match about $263,125 at 4% or $175,417 at 6%; with 100% employer match about $197,344 at 4% or $131,563 at 6%.
200414$432,393$55,175$13,794iApproximate average salary by contribution assumption: employee only about $344,844 at 4% or $229,896 at 6%; with 50% employer match about $229,896 at 4% or $153,264 at 6%; with 100% employer match about $172,422 at 4% or $114,948 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$432,393$55,175$13,794iApproximate average salary by contribution assumption: employee only about $344,844 at 4% or $229,896 at 6%; with 50% employer match about $229,896 at 4% or $153,264 at 6%; with 100% employer match about $172,422 at 4% or $114,948 at 6%.
200313$316,115$49,144$16,381iApproximate average salary by contribution assumption: employee only about $409,533 at 4% or $273,022 at 6%; with 50% employer match about $273,022 at 4% or $182,015 at 6%; with 100% employer match about $204,767 at 4% or $136,511 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-3$316,115$49,144$16,381iApproximate average salary by contribution assumption: employee only about $409,533 at 4% or $273,022 at 6%; with 50% employer match about $273,022 at 4% or $182,015 at 6%; with 100% employer match about $204,767 at 4% or $136,511 at 6%.
200210$226,149$51,300-
Prosperion Financial Advisors Profit Sharing Plan-0$226,149$51,300-
200114$236,836$49,750$12,438iApproximate average salary by contribution assumption: employee only about $310,938 at 4% or $207,292 at 6%; with 50% employer match about $207,292 at 4% or $138,194 at 6%; with 100% employer match about $155,469 at 4% or $103,646 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$236,836$49,750$12,438iApproximate average salary by contribution assumption: employee only about $310,938 at 4% or $207,292 at 6%; with 50% employer match about $207,292 at 4% or $138,194 at 6%; with 100% employer match about $155,469 at 4% or $103,646 at 6%.
200014$252,542$51,600$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.
Prosperion Financial Advisors Profit Sharing Plan-4$252,542$51,600$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.