Civic Intelligence

PTM FINANCIAL LLC

Plan context: PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 88-1562782 • San Diego, CA • 4 filings • 1 plans

12348 High Bluff Dr Ste 3240San Diego, CA 92130-3545
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$591,852

2025 Contributions

$140,046

Historical Graphs

Total Assets Over Time

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

$591,852$295,926$0202220242025YearValue
$591,852Latest year 2025

Participants Over Time

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

740202220242025YearValue
7Latest year 2025

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
202517$591,852$140,046$20,007iApproximate average salary by contribution assumption: employee only about $500,164 at 4% or $333,443 at 6%; with 50% employer match about $333,443 at 4% or $222,295 at 6%; with 100% employer match about $250,082 at 4% or $166,721 at 6%.
PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST-7$591,852$140,046$20,007iApproximate average salary by contribution assumption: employee only about $500,164 at 4% or $333,443 at 6%; with 50% employer match about $333,443 at 4% or $222,295 at 6%; with 100% employer match about $250,082 at 4% or $166,721 at 6%.
202414$400,833$41,397$10,349iApproximate average salary by contribution assumption: employee only about $258,731 at 4% or $172,488 at 6%; with 50% employer match about $172,488 at 4% or $114,992 at 6%; with 100% employer match about $129,366 at 4% or $86,244 at 6%.
PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST-4$400,833$41,397$10,349iApproximate average salary by contribution assumption: employee only about $258,731 at 4% or $172,488 at 6%; with 50% employer match about $172,488 at 4% or $114,992 at 6%; with 100% employer match about $129,366 at 4% or $86,244 at 6%.
202313$332,119$23,917$7,972iApproximate average salary by contribution assumption: employee only about $199,308 at 4% or $132,872 at 6%; with 50% employer match about $132,872 at 4% or $88,581 at 6%; with 100% employer match about $99,654 at 4% or $66,436 at 6%.
PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST-3$332,119$23,917$7,972iApproximate average salary by contribution assumption: employee only about $199,308 at 4% or $132,872 at 6%; with 50% employer match about $132,872 at 4% or $88,581 at 6%; with 100% employer match about $99,654 at 4% or $66,436 at 6%.
202213$282,428$280,772$93,591iApproximate average salary by contribution assumption: employee only about $2,339,767 at 4% or $1,559,844 at 6%; with 50% employer match about $1,559,844 at 4% or $1,039,896 at 6%; with 100% employer match about $1,169,883 at 4% or $779,922 at 6%.
PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST-3$282,428$280,772$93,591iApproximate average salary by contribution assumption: employee only about $2,339,767 at 4% or $1,559,844 at 6%; with 50% employer match about $1,559,844 at 4% or $1,039,896 at 6%; with 100% employer match about $1,169,883 at 4% or $779,922 at 6%.