Primary Source Lending LLC
Plan context: Primary Source Lending LLC 401K Profit Sharing Plan
EIN 85-2453476 • Murray, UT • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$13,648,529
2024 Contributions
$334,500
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 | 4 | $13,648,529 | $334,500 | $83,625iApproximate average salary by contribution assumption: employee only about $2,090,625 at 4% or $1,393,750 at 6%; with 50% employer match about $1,393,750 at 4% or $929,167 at 6%; with 100% employer match about $1,045,313 at 4% or $696,875 at 6%. |
| Primary Source Lending LLC 401K Profit Sharing Plan | - | 4 | $13,648,529 | $334,500 | $83,625iApproximate average salary by contribution assumption: employee only about $2,090,625 at 4% or $1,393,750 at 6%; with 50% employer match about $1,393,750 at 4% or $929,167 at 6%; with 100% employer match about $1,045,313 at 4% or $696,875 at 6%. |
| 2023 | 1 | 4 | $12,519,055 | $236,216 | $59,054iApproximate average salary by contribution assumption: employee only about $1,476,350 at 4% or $984,233 at 6%; with 50% employer match about $984,233 at 4% or $656,156 at 6%; with 100% employer match about $738,175 at 4% or $492,117 at 6%. |
| Primary Source Lending LLC 401K Profit Sharing Plan | - | 4 | $12,519,055 | $236,216 | $59,054iApproximate average salary by contribution assumption: employee only about $1,476,350 at 4% or $984,233 at 6%; with 50% employer match about $984,233 at 4% or $656,156 at 6%; with 100% employer match about $738,175 at 4% or $492,117 at 6%. |
| 2022 | 1 | 4 | $11,389,158 | $35,637 | $8,909iApproximate average salary by contribution assumption: employee only about $222,731 at 4% or $148,488 at 6%; with 50% employer match about $148,488 at 4% or $98,992 at 6%; with 100% employer match about $111,366 at 4% or $74,244 at 6%. |
| Primary Source Lending LLC 401K Profit Sharing Plan | - | 4 | $11,389,158 | $35,637 | $8,909iApproximate average salary by contribution assumption: employee only about $222,731 at 4% or $148,488 at 6%; with 50% employer match about $148,488 at 4% or $98,992 at 6%; with 100% employer match about $111,366 at 4% or $74,244 at 6%. |
| 2021 | 1 | 4 | $10,375,006 | $28,500 | $7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%. |
| Primary Source Lending LLC 401K Profit Sharing Plan | - | 4 | $10,375,006 | $28,500 | $7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%. |
| 2020 | 1 | 4 | $9,195,897 | $10,478,064 | $2,619,516iApproximate average salary by contribution assumption: employee only about $65,487,900 at 4% or $43,658,600 at 6%; with 50% employer match about $43,658,600 at 4% or $29,105,733 at 6%; with 100% employer match about $32,743,950 at 4% or $21,829,300 at 6%. |
| Primary Source Lending LLC 401K Profit Sharing Plan | - | 4 | $9,195,897 | $10,478,064 | $2,619,516iApproximate average salary by contribution assumption: employee only about $65,487,900 at 4% or $43,658,600 at 6%; with 50% employer match about $43,658,600 at 4% or $29,105,733 at 6%; with 100% employer match about $32,743,950 at 4% or $21,829,300 at 6%. |