Civic Intelligence

Primary Financial Services LLC

Plan context: Primary Financial Services 401(K) Plan

EIN 86-0817400 • Phoenix, AZ • 15 filings • 3 plans

3115 N. 3rd AveSuite 112Phoenix, AZ 85013
Current Snapshot

Latest Year

2014

2014 Participants

43

2014 Assets

$1,521,954

2014 Contributions

$99,553

Historical Graphs

Total Assets Over Time

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

$1,521,954$760,977$0200120072013YearValue
$1,521,954Latest year 2013

Participants Over Time

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

111560200120072013YearValue
43Latest year 2013

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
201420$0$99,553-
PRIMARY FINANCIAL SERVICES WELFARE PLAN-0---
Primary Financial Services 401(K) Plan-0-$99,553-
2013143$1,521,954$88,864$2,067iApproximate average salary by contribution assumption: employee only about $51,665 at 4% or $34,443 at 6%; with 50% employer match about $34,443 at 4% or $22,962 at 6%; with 100% employer match about $25,833 at 4% or $17,222 at 6%.
Primary Financial Services 401(K) Plan-43$1,521,954$88,864$2,067iApproximate average salary by contribution assumption: employee only about $51,665 at 4% or $34,443 at 6%; with 50% employer match about $34,443 at 4% or $22,962 at 6%; with 100% employer match about $25,833 at 4% or $17,222 at 6%.
2012137$622,356$126,532$3,420iApproximate average salary by contribution assumption: employee only about $85,495 at 4% or $56,996 at 6%; with 50% employer match about $56,996 at 4% or $37,998 at 6%; with 100% employer match about $42,747 at 4% or $28,498 at 6%.
Primary Financial Services 401(K) Plan-37$622,356$126,532$3,420iApproximate average salary by contribution assumption: employee only about $85,495 at 4% or $56,996 at 6%; with 50% employer match about $56,996 at 4% or $37,998 at 6%; with 100% employer match about $42,747 at 4% or $28,498 at 6%.
2011140$585,576$135,099$3,377iApproximate average salary by contribution assumption: employee only about $84,437 at 4% or $56,291 at 6%; with 50% employer match about $56,291 at 4% or $37,528 at 6%; with 100% employer match about $42,218 at 4% or $28,146 at 6%.
Primary Financial Services 401(K) Plan-40$585,576$135,099$3,377iApproximate average salary by contribution assumption: employee only about $84,437 at 4% or $56,291 at 6%; with 50% employer match about $56,291 at 4% or $37,528 at 6%; with 100% employer match about $42,218 at 4% or $28,146 at 6%.
2010199$541,455$102,633$1,037iApproximate average salary by contribution assumption: employee only about $25,917 at 4% or $17,278 at 6%; with 50% employer match about $17,278 at 4% or $11,519 at 6%; with 100% employer match about $12,959 at 4% or $8,639 at 6%.
Primary Financial Services 401(K) Plan-99$541,455$102,633$1,037iApproximate average salary by contribution assumption: employee only about $25,917 at 4% or $17,278 at 6%; with 50% employer match about $17,278 at 4% or $11,519 at 6%; with 100% employer match about $12,959 at 4% or $8,639 at 6%.
2009182$406,988$54,928$670iApproximate average salary by contribution assumption: employee only about $16,746 at 4% or $11,164 at 6%; with 50% employer match about $11,164 at 4% or $7,443 at 6%; with 100% employer match about $8,373 at 4% or $5,582 at 6%.
Primary Financial Services 401(K) Plan-82$406,988$54,928$670iApproximate average salary by contribution assumption: employee only about $16,746 at 4% or $11,164 at 6%; with 50% employer match about $11,164 at 4% or $7,443 at 6%; with 100% employer match about $8,373 at 4% or $5,582 at 6%.
2008180$322,728$91,526$1,144iApproximate average salary by contribution assumption: employee only about $28,602 at 4% or $19,068 at 6%; with 50% employer match about $19,068 at 4% or $12,712 at 6%; with 100% employer match about $14,301 at 4% or $9,534 at 6%.
Primary Financial Services 401(K) Plan-80$322,728$91,526$1,144iApproximate average salary by contribution assumption: employee only about $28,602 at 4% or $19,068 at 6%; with 50% employer match about $19,068 at 4% or $12,712 at 6%; with 100% employer match about $14,301 at 4% or $9,534 at 6%.
2007173$459,521$109,520$1,500iApproximate average salary by contribution assumption: employee only about $37,507 at 4% or $25,005 at 6%; with 50% employer match about $25,005 at 4% or $16,670 at 6%; with 100% employer match about $18,753 at 4% or $12,502 at 6%.
Primary Financial Services 401(K) Plan-73$459,521$109,520$1,500iApproximate average salary by contribution assumption: employee only about $37,507 at 4% or $25,005 at 6%; with 50% employer match about $25,005 at 4% or $16,670 at 6%; with 100% employer match about $18,753 at 4% or $12,502 at 6%.
2006168$372,946$107,463$1,580iApproximate average salary by contribution assumption: employee only about $39,508 at 4% or $26,339 at 6%; with 50% employer match about $26,339 at 4% or $17,559 at 6%; with 100% employer match about $19,754 at 4% or $13,169 at 6%.
Primary Financial Services 401(K) Plan-68$372,946$107,463$1,580iApproximate average salary by contribution assumption: employee only about $39,508 at 4% or $26,339 at 6%; with 50% employer match about $26,339 at 4% or $17,559 at 6%; with 100% employer match about $19,754 at 4% or $13,169 at 6%.
2005174$368,721$95,421$1,289iApproximate average salary by contribution assumption: employee only about $32,237 at 4% or $21,491 at 6%; with 50% employer match about $21,491 at 4% or $14,327 at 6%; with 100% employer match about $16,118 at 4% or $10,746 at 6%.
Primary Financial Services 401(K) Plan-74$368,721$95,421$1,289iApproximate average salary by contribution assumption: employee only about $32,237 at 4% or $21,491 at 6%; with 50% employer match about $21,491 at 4% or $14,327 at 6%; with 100% employer match about $16,118 at 4% or $10,746 at 6%.
2004173$325,307$104,341$1,429iApproximate average salary by contribution assumption: employee only about $35,733 at 4% or $23,822 at 6%; with 50% employer match about $23,822 at 4% or $15,881 at 6%; with 100% employer match about $17,867 at 4% or $11,911 at 6%.
Primary Financial Services 401(K) Plan-73$325,307$104,341$1,429iApproximate average salary by contribution assumption: employee only about $35,733 at 4% or $23,822 at 6%; with 50% employer match about $23,822 at 4% or $15,881 at 6%; with 100% employer match about $17,867 at 4% or $11,911 at 6%.
2003173$270,595$141,463$1,938iApproximate average salary by contribution assumption: employee only about $48,446 at 4% or $32,297 at 6%; with 50% employer match about $32,297 at 4% or $21,532 at 6%; with 100% employer match about $24,223 at 4% or $16,149 at 6%.
Primary Financial Services 401(K) Plan-73$270,595$141,463$1,938iApproximate average salary by contribution assumption: employee only about $48,446 at 4% or $32,297 at 6%; with 50% employer match about $32,297 at 4% or $21,532 at 6%; with 100% employer match about $24,223 at 4% or $16,149 at 6%.
20021111$140,083$120,591$1,086iApproximate average salary by contribution assumption: employee only about $27,160 at 4% or $18,107 at 6%; with 50% employer match about $18,107 at 4% or $12,071 at 6%; with 100% employer match about $13,580 at 4% or $9,053 at 6%.
Primary Financial Services 401(K) Plan-111$140,083$120,591$1,086iApproximate average salary by contribution assumption: employee only about $27,160 at 4% or $18,107 at 6%; with 50% employer match about $18,107 at 4% or $12,071 at 6%; with 100% employer match about $13,580 at 4% or $9,053 at 6%.
2001139$45,253$45,154$1,158iApproximate average salary by contribution assumption: employee only about $28,945 at 4% or $19,297 at 6%; with 50% employer match about $19,297 at 4% or $12,864 at 6%; with 100% employer match about $14,472 at 4% or $9,648 at 6%.
Primary Financial Services 401(K) Plan-39$45,253$45,154$1,158iApproximate average salary by contribution assumption: employee only about $28,945 at 4% or $19,297 at 6%; with 50% employer match about $19,297 at 4% or $12,864 at 6%; with 100% employer match about $14,472 at 4% or $9,648 at 6%.