PLEDGE FINANCIAL, LLC
Plan context: PLEDGE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 87-3444389 • Charlotte, NC • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
84
2025 Assets
$658,726
2025 Contributions
$343,165
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 | 84 | $658,726 | $343,165 | $4,085iApproximate average salary by contribution assumption: employee only about $102,132 at 4% or $68,088 at 6%; with 50% employer match about $68,088 at 4% or $45,392 at 6%; with 100% employer match about $51,066 at 4% or $34,044 at 6%. |
| PLEDGE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 84 | $658,726 | $343,165 | $4,085iApproximate average salary by contribution assumption: employee only about $102,132 at 4% or $68,088 at 6%; with 50% employer match about $68,088 at 4% or $45,392 at 6%; with 100% employer match about $51,066 at 4% or $34,044 at 6%. |
| 2024 | 1 | 42 | $393,408 | $194,649 | $4,635iApproximate average salary by contribution assumption: employee only about $115,863 at 4% or $77,242 at 6%; with 50% employer match about $77,242 at 4% or $51,494 at 6%; with 100% employer match about $57,931 at 4% or $38,621 at 6%. |
| PLEDGE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 42 | $393,408 | $194,649 | $4,635iApproximate average salary by contribution assumption: employee only about $115,863 at 4% or $77,242 at 6%; with 50% employer match about $77,242 at 4% or $51,494 at 6%; with 100% employer match about $57,931 at 4% or $38,621 at 6%. |
| 2023 | 1 | 5 | $515,260 | $0 | - |
| PLEDGE FINANCIAL RETIREMENT PLAN | - | 5 | $515,260 | - | - |