Civic Intelligence

PALLA FINANCIAL INC

Plan context: PALLA FINANCIAL 401(K) PLAN

EIN 85-3586353 • Miami Beach, FL • 4 filings • 1 plans

429 Lenox Ave451Miami Beach, FL 33139
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$295,913

2025 Contributions

$58,944

Historical Graphs

Total Assets Over Time

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

$295,913$147,957$0202220242025YearValue
$295,913Latest year 2025

Participants Over Time

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

840202220242025YearValue
8Latest 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
202518$295,913$58,944$7,368iApproximate average salary by contribution assumption: employee only about $184,200 at 4% or $122,800 at 6%; with 50% employer match about $122,800 at 4% or $81,867 at 6%; with 100% employer match about $92,100 at 4% or $61,400 at 6%.
PALLA FINANCIAL 401(K) PLAN-8$295,913$58,944$7,368iApproximate average salary by contribution assumption: employee only about $184,200 at 4% or $122,800 at 6%; with 50% employer match about $122,800 at 4% or $81,867 at 6%; with 100% employer match about $92,100 at 4% or $61,400 at 6%.
202417$192,681$55,675$7,954iApproximate average salary by contribution assumption: employee only about $198,839 at 4% or $132,560 at 6%; with 50% employer match about $132,560 at 4% or $88,373 at 6%; with 100% employer match about $99,420 at 4% or $66,280 at 6%.
PALLA FINANCIAL 401(K) PLAN-7$192,681$55,675$7,954iApproximate average salary by contribution assumption: employee only about $198,839 at 4% or $132,560 at 6%; with 50% employer match about $132,560 at 4% or $88,373 at 6%; with 100% employer match about $99,420 at 4% or $66,280 at 6%.
202316$117,459$51,964$8,661iApproximate average salary by contribution assumption: employee only about $216,517 at 4% or $144,344 at 6%; with 50% employer match about $144,344 at 4% or $96,230 at 6%; with 100% employer match about $108,258 at 4% or $72,172 at 6%.
PALLA FINANCIAL 401(K) PLAN-6$117,459$51,964$8,661iApproximate average salary by contribution assumption: employee only about $216,517 at 4% or $144,344 at 6%; with 50% employer match about $144,344 at 4% or $96,230 at 6%; with 100% employer match about $108,258 at 4% or $72,172 at 6%.
202214$51,510$54,140$13,535iApproximate average salary by contribution assumption: employee only about $338,375 at 4% or $225,583 at 6%; with 50% employer match about $225,583 at 4% or $150,389 at 6%; with 100% employer match about $169,188 at 4% or $112,792 at 6%.
PALLA FINANCIAL 401(K) PLAN-4$51,510$54,140$13,535iApproximate average salary by contribution assumption: employee only about $338,375 at 4% or $225,583 at 6%; with 50% employer match about $225,583 at 4% or $150,389 at 6%; with 100% employer match about $169,188 at 4% or $112,792 at 6%.