PRISM PLANNING AND SOLUTIONS GROUP, LLC
Plan context: PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN
EIN 85-3391048 • White Plains, NY • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$143,552
2025 Contributions
$32,890
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 | 4 | $143,552 | $32,890 | $8,223iApproximate average salary by contribution assumption: employee only about $205,563 at 4% or $137,042 at 6%; with 50% employer match about $137,042 at 4% or $91,361 at 6%; with 100% employer match about $102,781 at 4% or $68,521 at 6%. |
| PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN | - | 4 | $143,552 | $32,890 | $8,223iApproximate average salary by contribution assumption: employee only about $205,563 at 4% or $137,042 at 6%; with 50% employer match about $137,042 at 4% or $91,361 at 6%; with 100% employer match about $102,781 at 4% or $68,521 at 6%. |
| 2024 | 1 | 4 | $92,114 | $31,790 | $7,948iApproximate average salary by contribution assumption: employee only about $198,688 at 4% or $132,458 at 6%; with 50% employer match about $132,458 at 4% or $88,306 at 6%; with 100% employer match about $99,344 at 4% or $66,229 at 6%. |
| PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN | - | 4 | $92,114 | $31,790 | $7,948iApproximate average salary by contribution assumption: employee only about $198,688 at 4% or $132,458 at 6%; with 50% employer match about $132,458 at 4% or $88,306 at 6%; with 100% employer match about $99,344 at 4% or $66,229 at 6%. |
| 2023 | 1 | 4 | $51,207 | $29,797 | $7,449iApproximate average salary by contribution assumption: employee only about $186,231 at 4% or $124,154 at 6%; with 50% employer match about $124,154 at 4% or $82,769 at 6%; with 100% employer match about $93,116 at 4% or $62,077 at 6%. |
| PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN | - | 4 | $51,207 | $29,797 | $7,449iApproximate average salary by contribution assumption: employee only about $186,231 at 4% or $124,154 at 6%; with 50% employer match about $124,154 at 4% or $82,769 at 6%; with 100% employer match about $93,116 at 4% or $62,077 at 6%. |
| 2022 | 1 | 4 | $15,260 | $15,846 | $3,962iApproximate average salary by contribution assumption: employee only about $99,038 at 4% or $66,025 at 6%; with 50% employer match about $66,025 at 4% or $44,017 at 6%; with 100% employer match about $49,519 at 4% or $33,013 at 6%. |
| PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN | - | 4 | $15,260 | $15,846 | $3,962iApproximate average salary by contribution assumption: employee only about $99,038 at 4% or $66,025 at 6%; with 50% employer match about $66,025 at 4% or $44,017 at 6%; with 100% employer match about $49,519 at 4% or $33,013 at 6%. |