Personal Financial Advisors Inc.
Plan context: Personal Financial Advisors Inc. 401(K) Savings Plan
EIN 86-0533885 • Tucson, AZ • 23 filings • 10 plans
Current Snapshot
Latest Year
2022
2022 Participants
1
2022 Assets
$1,089,219
2022 Contributions
$81,000
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 1 | $1,089,219 | $81,000 | $81,000iApproximate average salary by contribution assumption: employee only about $2,025,000 at 4% or $1,350,000 at 6%; with 50% employer match about $1,350,000 at 4% or $900,000 at 6%; with 100% employer match about $1,012,500 at 4% or $675,000 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $1,089,219 | $81,000 | $81,000iApproximate average salary by contribution assumption: employee only about $2,025,000 at 4% or $1,350,000 at 6%; with 50% employer match about $1,350,000 at 4% or $900,000 at 6%; with 100% employer match about $1,012,500 at 4% or $675,000 at 6%. |
| 2019 | 1 | 1 | $1,180,817 | $55,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $1,180,817 | $55,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2018 | 1 | 1 | $1,045,053 | $54,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $1,045,053 | $54,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| 2017 | 1 | 1 | $1,103,798 | $58,750 | $58,750iApproximate average salary by contribution assumption: employee only about $1,468,750 at 4% or $979,167 at 6%; with 50% employer match about $979,167 at 4% or $652,778 at 6%; with 100% employer match about $734,375 at 4% or $489,583 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $1,103,798 | $58,750 | $58,750iApproximate average salary by contribution assumption: employee only about $1,468,750 at 4% or $979,167 at 6%; with 50% employer match about $979,167 at 4% or $652,778 at 6%; with 100% employer match about $734,375 at 4% or $489,583 at 6%. |
| 2016 | 1 | 1 | $961,736 | $53,500 | $53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $961,736 | $53,500 | $53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%. |
| 2015 | 1 | 1 | $1,426,111 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $1,426,111 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| 2014 | 1 | 1 | $1,963,807 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $1,963,807 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| 2013 | 1 | 1 | $1,885,086 | $56,500 | $56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $1,885,086 | $56,500 | $56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%. |
| 2011 | 1 | 1 | $1,575,110 | $58,608 | $58,608iApproximate average salary by contribution assumption: employee only about $1,465,200 at 4% or $976,800 at 6%; with 50% employer match about $976,800 at 4% or $651,200 at 6%; with 100% employer match about $732,600 at 4% or $488,400 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 1 | $1,575,110 | $58,608 | $58,608iApproximate average salary by contribution assumption: employee only about $1,465,200 at 4% or $976,800 at 6%; with 50% employer match about $976,800 at 4% or $651,200 at 6%; with 100% employer match about $732,600 at 4% or $488,400 at 6%. |
| 2010 | 1 | 2 | $1,592,235 | $51,800 | $25,900iApproximate average salary by contribution assumption: employee only about $647,500 at 4% or $431,667 at 6%; with 50% employer match about $431,667 at 4% or $287,778 at 6%; with 100% employer match about $323,750 at 4% or $215,833 at 6%. |
| Personal Financial Advisors Inc. 401(K) Savings Plan | - | 2 | $1,592,235 | $51,800 | $25,900iApproximate average salary by contribution assumption: employee only about $647,500 at 4% or $431,667 at 6%; with 50% employer match about $431,667 at 4% or $287,778 at 6%; with 100% employer match about $323,750 at 4% or $215,833 at 6%. |
| 2009 | 2 | 2 | $2,918,022 | $103,602 | $51,801iApproximate average salary by contribution assumption: employee only about $1,295,025 at 4% or $863,350 at 6%; with 50% employer match about $863,350 at 4% or $575,567 at 6%; with 100% employer match about $647,513 at 4% or $431,675 at 6%. |
| PERSONAL FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN | - | 2 | $1,459,011 | $51,801 | $25,901iApproximate average salary by contribution assumption: employee only about $647,513 at 4% or $431,675 at 6%; with 50% employer match about $431,675 at 4% or $287,783 at 6%; with 100% employer match about $323,756 at 4% or $215,838 at 6%. |
| PERSONAL FINANCIA ADVISORS, INC. 401(K) SAVINGS PLAN | - | 2 | $1,459,011 | $51,801 | $25,901iApproximate average salary by contribution assumption: employee only about $647,513 at 4% or $431,675 at 6%; with 50% employer match about $431,675 at 4% or $287,783 at 6%; with 100% employer match about $323,756 at 4% or $215,838 at 6%. |
| 2008 | 1 | 2 | $1,287,927 | $36,498 | $18,249iApproximate average salary by contribution assumption: employee only about $456,225 at 4% or $304,150 at 6%; with 50% employer match about $304,150 at 4% or $202,767 at 6%; with 100% employer match about $228,113 at 4% or $152,075 at 6%. |
| PERSONAL FINANCIAL ADVISORS, INC. 401K SAVINGS PLAN | - | 2 | $1,287,927 | $36,498 | $18,249iApproximate average salary by contribution assumption: employee only about $456,225 at 4% or $304,150 at 6%; with 50% employer match about $304,150 at 4% or $202,767 at 6%; with 100% employer match about $228,113 at 4% or $152,075 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| PERSONAL FINANCIAL ADVISORS, INC. 401K SAVINGS PLAN | - | 2 | - | - | - |
| 2006 | 2 | 2 | $1,374,890 | $1,278,593 | $639,297iApproximate average salary by contribution assumption: employee only about $15,982,413 at 4% or $10,654,942 at 6%; with 50% employer match about $10,654,942 at 4% or $7,103,294 at 6%; with 100% employer match about $7,991,206 at 4% or $5,327,471 at 6%. |
| PERSONAL FINANCIAL ADVISORS, INC. 401K SAVINGS PLAN | - | 2 | $1,374,890 | $1,278,593 | $639,297iApproximate average salary by contribution assumption: employee only about $15,982,413 at 4% or $10,654,942 at 6%; with 50% employer match about $10,654,942 at 4% or $7,103,294 at 6%; with 100% employer match about $7,991,206 at 4% or $5,327,471 at 6%. |
| PERSONAL FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2005 | 1 | 2 | $1,228,565 | $169,509 | $84,755iApproximate average salary by contribution assumption: employee only about $2,118,863 at 4% or $1,412,575 at 6%; with 50% employer match about $1,412,575 at 4% or $941,717 at 6%; with 100% employer match about $1,059,431 at 4% or $706,288 at 6%. |
| PERSONAL FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,228,565 | $169,509 | $84,755iApproximate average salary by contribution assumption: employee only about $2,118,863 at 4% or $1,412,575 at 6%; with 50% employer match about $1,412,575 at 4% or $941,717 at 6%; with 100% employer match about $1,059,431 at 4% or $706,288 at 6%. |
| 2004 | 1 | 2 | $885,440 | $76,062 | $38,031iApproximate average salary by contribution assumption: employee only about $950,775 at 4% or $633,850 at 6%; with 50% employer match about $633,850 at 4% or $422,567 at 6%; with 100% employer match about $475,388 at 4% or $316,925 at 6%. |
| PERSONAL FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $885,440 | $76,062 | $38,031iApproximate average salary by contribution assumption: employee only about $950,775 at 4% or $633,850 at 6%; with 50% employer match about $633,850 at 4% or $422,567 at 6%; with 100% employer match about $475,388 at 4% or $316,925 at 6%. |
| 2003 | 1 | 2 | $0 | $0 | - |
| PERSONAL FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| PERSONAL FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| PERSONAL FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| PERSONAL FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |