Paramount Financial Services LLC
Plan context: Paramount Financial Services 401(K) Profit Sharing Plan
EIN 86-0987333 • Phoenix, AZ • 21 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$944,719
2025 Contributions
$25,520
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $944,719 | $25,520 | $5,104iApproximate average salary by contribution assumption: employee only about $127,600 at 4% or $85,067 at 6%; with 50% employer match about $85,067 at 4% or $56,711 at 6%; with 100% employer match about $63,800 at 4% or $42,533 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 5 | $944,719 | $25,520 | $5,104iApproximate average salary by contribution assumption: employee only about $127,600 at 4% or $85,067 at 6%; with 50% employer match about $85,067 at 4% or $56,711 at 6%; with 100% employer match about $63,800 at 4% or $42,533 at 6%. |
| 2024 | 1 | 5 | $786,750 | $30,581 | $6,116iApproximate average salary by contribution assumption: employee only about $152,905 at 4% or $101,937 at 6%; with 50% employer match about $101,937 at 4% or $67,958 at 6%; with 100% employer match about $76,453 at 4% or $50,968 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 5 | $786,750 | $30,581 | $6,116iApproximate average salary by contribution assumption: employee only about $152,905 at 4% or $101,937 at 6%; with 50% employer match about $101,937 at 4% or $67,958 at 6%; with 100% employer match about $76,453 at 4% or $50,968 at 6%. |
| 2023 | 1 | 5 | $642,238 | $64,985 | $12,997iApproximate average salary by contribution assumption: employee only about $324,925 at 4% or $216,617 at 6%; with 50% employer match about $216,617 at 4% or $144,411 at 6%; with 100% employer match about $162,463 at 4% or $108,308 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 5 | $642,238 | $64,985 | $12,997iApproximate average salary by contribution assumption: employee only about $324,925 at 4% or $216,617 at 6%; with 50% employer match about $216,617 at 4% or $144,411 at 6%; with 100% employer match about $162,463 at 4% or $108,308 at 6%. |
| 2022 | 1 | 5 | $474,312 | $50,049 | $10,010iApproximate average salary by contribution assumption: employee only about $250,245 at 4% or $166,830 at 6%; with 50% employer match about $166,830 at 4% or $111,220 at 6%; with 100% employer match about $125,122 at 4% or $83,415 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 5 | $474,312 | $50,049 | $10,010iApproximate average salary by contribution assumption: employee only about $250,245 at 4% or $166,830 at 6%; with 50% employer match about $166,830 at 4% or $111,220 at 6%; with 100% employer match about $125,122 at 4% or $83,415 at 6%. |
| 2021 | 1 | 6 | $545,352 | $25,610 | $4,268iApproximate average salary by contribution assumption: employee only about $106,708 at 4% or $71,139 at 6%; with 50% employer match about $71,139 at 4% or $47,426 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 6 | $545,352 | $25,610 | $4,268iApproximate average salary by contribution assumption: employee only about $106,708 at 4% or $71,139 at 6%; with 50% employer match about $71,139 at 4% or $47,426 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%. |
| 2020 | 1 | 6 | $434,254 | $14,420 | $2,403iApproximate average salary by contribution assumption: employee only about $60,083 at 4% or $40,056 at 6%; with 50% employer match about $40,056 at 4% or $26,704 at 6%; with 100% employer match about $30,042 at 4% or $20,028 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 6 | $434,254 | $14,420 | $2,403iApproximate average salary by contribution assumption: employee only about $60,083 at 4% or $40,056 at 6%; with 50% employer match about $40,056 at 4% or $26,704 at 6%; with 100% employer match about $30,042 at 4% or $20,028 at 6%. |
| 2019 | 1 | 7 | $371,967 | $30,322 | $4,332iApproximate average salary by contribution assumption: employee only about $108,293 at 4% or $72,195 at 6%; with 50% employer match about $72,195 at 4% or $48,130 at 6%; with 100% employer match about $54,146 at 4% or $36,098 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 7 | $371,967 | $30,322 | $4,332iApproximate average salary by contribution assumption: employee only about $108,293 at 4% or $72,195 at 6%; with 50% employer match about $72,195 at 4% or $48,130 at 6%; with 100% employer match about $54,146 at 4% or $36,098 at 6%. |
| 2018 | 2 | 9 | $273,061 | $58,245 | $6,472iApproximate average salary by contribution assumption: employee only about $161,792 at 4% or $107,861 at 6%; with 50% employer match about $107,861 at 4% or $71,907 at 6%; with 100% employer match about $80,896 at 4% or $53,931 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 9 | $273,061 | $58,245 | $6,472iApproximate average salary by contribution assumption: employee only about $161,792 at 4% or $107,861 at 6%; with 50% employer match about $107,861 at 4% or $71,907 at 6%; with 100% employer match about $80,896 at 4% or $53,931 at 6%. |
| PARAMOUNT FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2017 | 2 | 10 | $1,201,146 | $65,275 | $6,528iApproximate average salary by contribution assumption: employee only about $163,188 at 4% or $108,792 at 6%; with 50% employer match about $108,792 at 4% or $72,528 at 6%; with 100% employer match about $81,594 at 4% or $54,396 at 6%. |
| PARAMOUNT FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | - | 4 | $625,563 | $0 | - |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 10 | $575,583 | $65,275 | $6,528iApproximate average salary by contribution assumption: employee only about $163,188 at 4% or $108,792 at 6%; with 50% employer match about $108,792 at 4% or $72,528 at 6%; with 100% employer match about $81,594 at 4% or $54,396 at 6%. |
| 2016 | 2 | 10 | $987,398 | $211,903 | $21,190iApproximate average salary by contribution assumption: employee only about $529,758 at 4% or $353,172 at 6%; with 50% employer match about $353,172 at 4% or $235,448 at 6%; with 100% employer match about $264,879 at 4% or $176,586 at 6%. |
| PARAMOUNT FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | - | 5 | $552,784 | $128,400 | $25,680iApproximate average salary by contribution assumption: employee only about $642,000 at 4% or $428,000 at 6%; with 50% employer match about $428,000 at 4% or $285,333 at 6%; with 100% employer match about $321,000 at 4% or $214,000 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 10 | $434,614 | $83,503 | $8,350iApproximate average salary by contribution assumption: employee only about $208,757 at 4% or $139,172 at 6%; with 50% employer match about $139,172 at 4% or $92,781 at 6%; with 100% employer match about $104,379 at 4% or $69,586 at 6%. |
| 2015 | 2 | 10 | $750,562 | $164,173 | $16,417iApproximate average salary by contribution assumption: employee only about $410,433 at 4% or $273,622 at 6%; with 50% employer match about $273,622 at 4% or $182,414 at 6%; with 100% employer match about $205,216 at 4% or $136,811 at 6%. |
| PARAMOUNT FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | - | 5 | $411,689 | $96,000 | $19,200iApproximate average salary by contribution assumption: employee only about $480,000 at 4% or $320,000 at 6%; with 50% employer match about $320,000 at 4% or $213,333 at 6%; with 100% employer match about $240,000 at 4% or $160,000 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 10 | $338,873 | $68,173 | $6,817iApproximate average salary by contribution assumption: employee only about $170,433 at 4% or $113,622 at 6%; with 50% employer match about $113,622 at 4% or $75,748 at 6%; with 100% employer match about $85,216 at 4% or $56,811 at 6%. |
| 2014 | 2 | 7 | $644,614 | $182,974 | $26,139iApproximate average salary by contribution assumption: employee only about $653,479 at 4% or $435,652 at 6%; with 50% employer match about $435,652 at 4% or $290,435 at 6%; with 100% employer match about $326,739 at 4% or $217,826 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 7 | $330,843 | $102,974 | $14,711iApproximate average salary by contribution assumption: employee only about $367,764 at 4% or $245,176 at 6%; with 50% employer match about $245,176 at 4% or $163,451 at 6%; with 100% employer match about $183,882 at 4% or $122,588 at 6%. |
| PARAMOUNT FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | - | 4 | $313,771 | $80,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2013 | 2 | 7 | $455,692 | $254,971 | $36,424iApproximate average salary by contribution assumption: employee only about $910,611 at 4% or $607,074 at 6%; with 50% employer match about $607,074 at 4% or $404,716 at 6%; with 100% employer match about $455,305 at 4% or $303,537 at 6%. |
| PARAMOUNT FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | - | 4 | $250,095 | $167,133 | $41,783iApproximate average salary by contribution assumption: employee only about $1,044,581 at 4% or $696,388 at 6%; with 50% employer match about $696,388 at 4% or $464,258 at 6%; with 100% employer match about $522,291 at 4% or $348,194 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 7 | $205,597 | $87,838 | $12,548iApproximate average salary by contribution assumption: employee only about $313,707 at 4% or $209,138 at 6%; with 50% employer match about $209,138 at 4% or $139,425 at 6%; with 100% employer match about $156,854 at 4% or $104,569 at 6%. |
| 2012 | 2 | 7 | $174,540 | $173,781 | $24,826iApproximate average salary by contribution assumption: employee only about $620,646 at 4% or $413,764 at 6%; with 50% employer match about $413,764 at 4% or $275,843 at 6%; with 100% employer match about $310,323 at 4% or $206,882 at 6%. |
| Paramount Financial Services 401(K) Profit Sharing Plan | - | 7 | $93,379 | $92,620 | $13,231iApproximate average salary by contribution assumption: employee only about $330,786 at 4% or $220,524 at 6%; with 50% employer match about $220,524 at 4% or $147,016 at 6%; with 100% employer match about $165,393 at 4% or $110,262 at 6%. |
| PARAMOUNT FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | - | 4 | $81,161 | $81,161 | $20,290iApproximate average salary by contribution assumption: employee only about $507,256 at 4% or $338,171 at 6%; with 50% employer match about $338,171 at 4% or $225,447 at 6%; with 100% employer match about $253,628 at 4% or $169,085 at 6%. |