Civic Intelligence

Progressive Financial Concepts Ltd.

Plan context: Progressive Financial Concepts Ltd. 401(K) Plan

EIN 86-0496541 • Scottsdale, AZ • 14 filings • 2 plans

8687 E. Via DE VenturaSuite 200Scottsdale, AZ 85258
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,194,016

2024 Contributions

$89,861

Historical Graphs

Total Assets Over Time

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

$1,194,016$597,008$0201120182024YearValue
$1,194,016Latest year 2024

Participants Over Time

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

740201120182024YearValue
4Latest 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
202414$1,194,016$89,861$22,465iApproximate average salary by contribution assumption: employee only about $561,631 at 4% or $374,421 at 6%; with 50% employer match about $374,421 at 4% or $249,614 at 6%; with 100% employer match about $280,816 at 4% or $187,210 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-4$1,194,016$89,861$22,465iApproximate average salary by contribution assumption: employee only about $561,631 at 4% or $374,421 at 6%; with 50% employer match about $374,421 at 4% or $249,614 at 6%; with 100% employer match about $280,816 at 4% or $187,210 at 6%.
202314$916,896$83,139$20,785iApproximate average salary by contribution assumption: employee only about $519,619 at 4% or $346,413 at 6%; with 50% employer match about $346,413 at 4% or $230,942 at 6%; with 100% employer match about $259,809 at 4% or $173,206 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-4$916,896$83,139$20,785iApproximate average salary by contribution assumption: employee only about $519,619 at 4% or $346,413 at 6%; with 50% employer match about $346,413 at 4% or $230,942 at 6%; with 100% employer match about $259,809 at 4% or $173,206 at 6%.
202214$705,550$74,564$18,641iApproximate average salary by contribution assumption: employee only about $466,025 at 4% or $310,683 at 6%; with 50% employer match about $310,683 at 4% or $207,122 at 6%; with 100% employer match about $233,013 at 4% or $155,342 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-4$705,550$74,564$18,641iApproximate average salary by contribution assumption: employee only about $466,025 at 4% or $310,683 at 6%; with 50% employer match about $310,683 at 4% or $207,122 at 6%; with 100% employer match about $233,013 at 4% or $155,342 at 6%.
202114$734,302$71,919$17,980iApproximate average salary by contribution assumption: employee only about $449,494 at 4% or $299,663 at 6%; with 50% employer match about $299,663 at 4% or $199,775 at 6%; with 100% employer match about $224,747 at 4% or $149,831 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-4$734,302$71,919$17,980iApproximate average salary by contribution assumption: employee only about $449,494 at 4% or $299,663 at 6%; with 50% employer match about $299,663 at 4% or $199,775 at 6%; with 100% employer match about $224,747 at 4% or $149,831 at 6%.
202014$553,527$65,829$16,457iApproximate average salary by contribution assumption: employee only about $411,431 at 4% or $274,288 at 6%; with 50% employer match about $274,288 at 4% or $182,858 at 6%; with 100% employer match about $205,716 at 4% or $137,144 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-4$553,527$65,829$16,457iApproximate average salary by contribution assumption: employee only about $411,431 at 4% or $274,288 at 6%; with 50% employer match about $274,288 at 4% or $182,858 at 6%; with 100% employer match about $205,716 at 4% or $137,144 at 6%.
201914$421,114$51,938$12,985iApproximate average salary by contribution assumption: employee only about $324,613 at 4% or $216,408 at 6%; with 50% employer match about $216,408 at 4% or $144,272 at 6%; with 100% employer match about $162,306 at 4% or $108,204 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-4$421,114$51,938$12,985iApproximate average salary by contribution assumption: employee only about $324,613 at 4% or $216,408 at 6%; with 50% employer match about $216,408 at 4% or $144,272 at 6%; with 100% employer match about $162,306 at 4% or $108,204 at 6%.
201815$314,443$49,006$9,801iApproximate average salary by contribution assumption: employee only about $245,030 at 4% or $163,353 at 6%; with 50% employer match about $163,353 at 4% or $108,902 at 6%; with 100% employer match about $122,515 at 4% or $81,677 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-5$314,443$49,006$9,801iApproximate average salary by contribution assumption: employee only about $245,030 at 4% or $163,353 at 6%; with 50% employer match about $163,353 at 4% or $108,902 at 6%; with 100% employer match about $122,515 at 4% or $81,677 at 6%.
201715$333,726$53,310$10,662iApproximate average salary by contribution assumption: employee only about $266,550 at 4% or $177,700 at 6%; with 50% employer match about $177,700 at 4% or $118,467 at 6%; with 100% employer match about $133,275 at 4% or $88,850 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-5$333,726$53,310$10,662iApproximate average salary by contribution assumption: employee only about $266,550 at 4% or $177,700 at 6%; with 50% employer match about $177,700 at 4% or $118,467 at 6%; with 100% employer match about $133,275 at 4% or $88,850 at 6%.
201615$249,892$44,062$8,812iApproximate average salary by contribution assumption: employee only about $220,310 at 4% or $146,873 at 6%; with 50% employer match about $146,873 at 4% or $97,916 at 6%; with 100% employer match about $110,155 at 4% or $73,437 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-5$249,892$44,062$8,812iApproximate average salary by contribution assumption: employee only about $220,310 at 4% or $146,873 at 6%; with 50% employer match about $146,873 at 4% or $97,916 at 6%; with 100% employer match about $110,155 at 4% or $73,437 at 6%.
201517$182,207$33,230$4,747iApproximate average salary by contribution assumption: employee only about $118,679 at 4% or $79,119 at 6%; with 50% employer match about $79,119 at 4% or $52,746 at 6%; with 100% employer match about $59,339 at 4% or $39,560 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-7$182,207$33,230$4,747iApproximate average salary by contribution assumption: employee only about $118,679 at 4% or $79,119 at 6%; with 50% employer match about $79,119 at 4% or $52,746 at 6%; with 100% employer match about $59,339 at 4% or $39,560 at 6%.
201412$152,681$53,671$26,836iApproximate average salary by contribution assumption: employee only about $670,888 at 4% or $447,258 at 6%; with 50% employer match about $447,258 at 4% or $298,172 at 6%; with 100% employer match about $335,444 at 4% or $223,629 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-2$152,681$53,671$26,836iApproximate average salary by contribution assumption: employee only about $670,888 at 4% or $447,258 at 6%; with 50% employer match about $447,258 at 4% or $298,172 at 6%; with 100% employer match about $335,444 at 4% or $223,629 at 6%.
201314$96,804$33,989$8,497iApproximate average salary by contribution assumption: employee only about $212,431 at 4% or $141,621 at 6%; with 50% employer match about $141,621 at 4% or $94,414 at 6%; with 100% employer match about $106,216 at 4% or $70,810 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-4$96,804$33,989$8,497iApproximate average salary by contribution assumption: employee only about $212,431 at 4% or $141,621 at 6%; with 50% employer match about $141,621 at 4% or $94,414 at 6%; with 100% employer match about $106,216 at 4% or $70,810 at 6%.
201215$59,449$33,854$6,771iApproximate average salary by contribution assumption: employee only about $169,270 at 4% or $112,847 at 6%; with 50% employer match about $112,847 at 4% or $75,231 at 6%; with 100% employer match about $84,635 at 4% or $56,423 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-5$59,449$33,854$6,771iApproximate average salary by contribution assumption: employee only about $169,270 at 4% or $112,847 at 6%; with 50% employer match about $112,847 at 4% or $75,231 at 6%; with 100% employer match about $84,635 at 4% or $56,423 at 6%.
201114$43,042$43,979$10,995iApproximate average salary by contribution assumption: employee only about $274,869 at 4% or $183,246 at 6%; with 50% employer match about $183,246 at 4% or $122,164 at 6%; with 100% employer match about $137,434 at 4% or $91,623 at 6%.
Progressive Financial Concepts Ltd. 401(K) Plan-4$43,042$43,979$10,995iApproximate average salary by contribution assumption: employee only about $274,869 at 4% or $183,246 at 6%; with 50% employer match about $183,246 at 4% or $122,164 at 6%; with 100% employer match about $137,434 at 4% or $91,623 at 6%.