Petra Funds Group LLC
Plan context: Petra Funds Group LLC 401(K) Profit Sharing Plan & Trust
EIN 87-2474456 • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
227
2024 Assets
$19,938,421
2024 Contributions
$7,556,128
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 227 | $19,938,421 | $7,556,128 | $33,287iApproximate average salary by contribution assumption: employee only about $832,173 at 4% or $554,782 at 6%; with 50% employer match about $554,782 at 4% or $369,855 at 6%; with 100% employer match about $416,086 at 4% or $277,391 at 6%. |
| Petra Funds Group LLC 401(K) Profit Sharing Plan & Trust | - | 227 | $19,938,421 | $7,556,128 | $33,287iApproximate average salary by contribution assumption: employee only about $832,173 at 4% or $554,782 at 6%; with 50% employer match about $554,782 at 4% or $369,855 at 6%; with 100% employer match about $416,086 at 4% or $277,391 at 6%. |
| 2023 | 1 | 120 | $10,686,630 | $107,380 | $895iApproximate average salary by contribution assumption: employee only about $22,371 at 4% or $14,914 at 6%; with 50% employer match about $14,914 at 4% or $9,943 at 6%; with 100% employer match about $11,185 at 4% or $7,457 at 6%. |
| Petra Funds Group LLC 401(K) Profit Sharing Plan & Trust | - | 120 | $10,686,630 | $107,380 | $895iApproximate average salary by contribution assumption: employee only about $22,371 at 4% or $14,914 at 6%; with 50% employer match about $14,914 at 4% or $9,943 at 6%; with 100% employer match about $11,185 at 4% or $7,457 at 6%. |