Civic Intelligence

Pt Financial Holdings Inc.

Plan context: Mission Driven Employee Stock Ownership Plan

EIN 85-3472855 • 7 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

384

2024 Assets

$234,331,980

2024 Contributions

$10,520,334

Historical Graphs

Total Assets Over Time

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

$234,331,980$117,165,990$0202020222024YearValue
$234,331,980Latest year 2024

Participants Over Time

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

3841920202020222024YearValue
384Latest 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
20243384$234,331,980$10,520,334$27,397iApproximate average salary by contribution assumption: employee only about $684,918 at 4% or $456,612 at 6%; with 50% employer match about $456,612 at 4% or $304,408 at 6%; with 100% employer match about $342,459 at 4% or $228,306 at 6%.
Mission Driven Employee Stock Ownership Plan-350$126,020,892$3,891,638$11,119iApproximate average salary by contribution assumption: employee only about $277,974 at 4% or $185,316 at 6%; with 50% employer match about $185,316 at 4% or $123,544 at 6%; with 100% employer match about $138,987 at 4% or $92,658 at 6%.
Performance Trust Retirement Plan-375$108,311,088$6,628,696$17,677iApproximate average salary by contribution assumption: employee only about $441,913 at 4% or $294,609 at 6%; with 50% employer match about $294,609 at 4% or $196,406 at 6%; with 100% employer match about $220,957 at 4% or $147,304 at 6%.
Pt Financial Holdings Welfare Benefit Plan-384---
20231323$118,598,734$2,775,336$8,592iApproximate average salary by contribution assumption: employee only about $214,809 at 4% or $143,206 at 6%; with 50% employer match about $143,206 at 4% or $95,471 at 6%; with 100% employer match about $107,405 at 4% or $71,603 at 6%.
Mission Driven Employee Stock Ownership Plan-323$118,598,734$2,775,336$8,592iApproximate average salary by contribution assumption: employee only about $214,809 at 4% or $143,206 at 6%; with 50% employer match about $143,206 at 4% or $95,471 at 6%; with 100% employer match about $107,405 at 4% or $71,603 at 6%.
20221310$97,965,000$2,653,938$8,561iApproximate average salary by contribution assumption: employee only about $214,027 at 4% or $142,685 at 6%; with 50% employer match about $142,685 at 4% or $95,123 at 6%; with 100% employer match about $107,014 at 4% or $71,342 at 6%.
Mission Driven Employee Stock Ownership Plan-310$97,965,000$2,653,938$8,561iApproximate average salary by contribution assumption: employee only about $214,027 at 4% or $142,685 at 6%; with 50% employer match about $142,685 at 4% or $95,123 at 6%; with 100% employer match about $107,014 at 4% or $71,342 at 6%.
20211272$85,059,000$2,578,470$9,480iApproximate average salary by contribution assumption: employee only about $236,992 at 4% or $157,994 at 6%; with 50% employer match about $157,994 at 4% or $105,330 at 6%; with 100% employer match about $118,496 at 4% or $78,997 at 6%.
Mission Driven Employee Stock Ownership Plan-272$85,059,000$2,578,470$9,480iApproximate average salary by contribution assumption: employee only about $236,992 at 4% or $157,994 at 6%; with 50% employer match about $157,994 at 4% or $105,330 at 6%; with 100% employer match about $118,496 at 4% or $78,997 at 6%.
20201265$15,999,000$2,644,585$9,980iApproximate average salary by contribution assumption: employee only about $249,489 at 4% or $166,326 at 6%; with 50% employer match about $166,326 at 4% or $110,884 at 6%; with 100% employer match about $124,745 at 4% or $83,163 at 6%.
Mission Driven Employee Stock Ownership Plan-265$15,999,000$2,644,585$9,980iApproximate average salary by contribution assumption: employee only about $249,489 at 4% or $166,326 at 6%; with 50% employer match about $166,326 at 4% or $110,884 at 6%; with 100% employer match about $124,745 at 4% or $83,163 at 6%.