Pbg Financial Services PLLC
Plan context: Pbg Financial Services PLLC Retirement and Savings Plan
EIN 84-4107940 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
61
2024 Assets
$15,287,402
2024 Contributions
$865,422
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 | 1 | 61 | $15,287,402 | $865,422 | $14,187iApproximate average salary by contribution assumption: employee only about $354,681 at 4% or $236,454 at 6%; with 50% employer match about $236,454 at 4% or $157,636 at 6%; with 100% employer match about $177,341 at 4% or $118,227 at 6%. |
| Pbg Financial Services PLLC Retirement and Savings Plan | - | 61 | $15,287,402 | $865,422 | $14,187iApproximate average salary by contribution assumption: employee only about $354,681 at 4% or $236,454 at 6%; with 50% employer match about $236,454 at 4% or $157,636 at 6%; with 100% employer match about $177,341 at 4% or $118,227 at 6%. |
| 2023 | 1 | 57 | $12,452,824 | $932,691 | $16,363iApproximate average salary by contribution assumption: employee only about $409,075 at 4% or $272,717 at 6%; with 50% employer match about $272,717 at 4% or $181,811 at 6%; with 100% employer match about $204,538 at 4% or $136,358 at 6%. |
| Pbg Financial Services PLLC Retirement and Savings Plan | - | 57 | $12,452,824 | $932,691 | $16,363iApproximate average salary by contribution assumption: employee only about $409,075 at 4% or $272,717 at 6%; with 50% employer match about $272,717 at 4% or $181,811 at 6%; with 100% employer match about $204,538 at 4% or $136,358 at 6%. |
| 2022 | 1 | 53 | $11,888,816 | $724,914 | $13,678iApproximate average salary by contribution assumption: employee only about $341,941 at 4% or $227,960 at 6%; with 50% employer match about $227,960 at 4% or $151,974 at 6%; with 100% employer match about $170,970 at 4% or $113,980 at 6%. |
| Pbg Financial Services PLLC Retirement and Savings Plan | - | 53 | $11,888,816 | $724,914 | $13,678iApproximate average salary by contribution assumption: employee only about $341,941 at 4% or $227,960 at 6%; with 50% employer match about $227,960 at 4% or $151,974 at 6%; with 100% employer match about $170,970 at 4% or $113,980 at 6%. |
| 2021 | 1 | 47 | $11,360,947 | $877,176 | $18,663iApproximate average salary by contribution assumption: employee only about $466,583 at 4% or $311,055 at 6%; with 50% employer match about $311,055 at 4% or $207,370 at 6%; with 100% employer match about $233,291 at 4% or $155,528 at 6%. |
| Pbg Financial Services PLLC Retirement and Savings Plan | - | 47 | $11,360,947 | $877,176 | $18,663iApproximate average salary by contribution assumption: employee only about $466,583 at 4% or $311,055 at 6%; with 50% employer match about $311,055 at 4% or $207,370 at 6%; with 100% employer match about $233,291 at 4% or $155,528 at 6%. |