Civic Intelligence

Preferred Financial Group Inc.

Plan context: Preferred Financial Group Inc. Profit Sharing Plan

EIN 94-3131968 • 25 filings • 9 plans

Current Snapshot

Latest Year

2008

2008 Participants

32

2008 Assets

$2,025,841

2008 Contributions

$50,094

Historical Graphs

Total Assets Over Time

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

$2,025,841$1,012,921$0199920042006YearValue
$2,025,841Latest year 2006

Participants Over Time

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

32160199920032007YearValue
32Latest year 2007

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
200810$0$0-
PREFERRED FINANCIAL GROUP, INC. EMPLOYEE WERLFARE BENEFIT PLAN-0---
2007232$0$0-
PREFERRED FINANCIAL GROUP, INC. EMPLOYEE WERLFARE BENEFIT PLAN-6---
PREFERRED FINANCIAL GROUP DEFINED BENEFIT PENSION PLAN-32---
2006331$2,025,841$50,094$1,616iApproximate average salary by contribution assumption: employee only about $40,398 at 4% or $26,932 at 6%; with 50% employer match about $26,932 at 4% or $17,955 at 6%; with 100% employer match about $20,199 at 4% or $13,466 at 6%.
Preferred Financial Group Inc. Profit Sharing Plan-30$898,997--
PREFERRED FINANCIAL GROUP, INC. EMPLOYEE WERLFARE BENEFIT PLAN-6$713,251$50,094$8,349iApproximate average salary by contribution assumption: employee only about $208,725 at 4% or $139,150 at 6%; with 50% employer match about $139,150 at 4% or $92,767 at 6%; with 100% employer match about $104,363 at 4% or $69,575 at 6%.
PREFERRED FINANCIAL GROUP, INC. DB PENSION PLAN-31$413,593--
2005323$1,856,528$354,738$15,423iApproximate average salary by contribution assumption: employee only about $385,585 at 4% or $257,057 at 6%; with 50% employer match about $257,057 at 4% or $171,371 at 6%; with 100% employer match about $192,792 at 4% or $128,528 at 6%.
Preferred Financial Group Inc. Profit Sharing Plan-23$866,522$158,592$6,895iApproximate average salary by contribution assumption: employee only about $172,383 at 4% or $114,922 at 6%; with 50% employer match about $114,922 at 4% or $76,614 at 6%; with 100% employer match about $86,191 at 4% or $57,461 at 6%.
PREFERRED FINANCIAL GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN-6$590,052$43,000$7,167iApproximate average salary by contribution assumption: employee only about $179,167 at 4% or $119,444 at 6%; with 50% employer match about $119,444 at 4% or $79,630 at 6%; with 100% employer match about $89,583 at 4% or $59,722 at 6%.
PREFERRED FINANCIAL GROUP, INC. DBPP-23$399,954$153,146$6,659iApproximate average salary by contribution assumption: employee only about $166,463 at 4% or $110,975 at 6%; with 50% employer match about $110,975 at 4% or $73,984 at 6%; with 100% employer match about $83,232 at 4% or $55,488 at 6%.
2004215$912,071$283,031$18,869iApproximate average salary by contribution assumption: employee only about $471,718 at 4% or $314,479 at 6%; with 50% employer match about $314,479 at 4% or $209,653 at 6%; with 100% employer match about $235,859 at 4% or $157,239 at 6%.
Preferred Financial Group Inc. Profit Sharing Plan-15$670,126$145,372$9,691iApproximate average salary by contribution assumption: employee only about $242,287 at 4% or $161,524 at 6%; with 50% employer match about $161,524 at 4% or $107,683 at 6%; with 100% employer match about $121,143 at 4% or $80,762 at 6%.
PREFERRED FINANCIAL GROUP, INC. DBPP-15$241,945$137,659$9,177iApproximate average salary by contribution assumption: employee only about $229,432 at 4% or $152,954 at 6%; with 50% employer match about $152,954 at 4% or $101,970 at 6%; with 100% employer match about $114,716 at 4% or $76,477 at 6%.
2003320$103,861$103,861$5,193iApproximate average salary by contribution assumption: employee only about $129,826 at 4% or $86,551 at 6%; with 50% employer match about $86,551 at 4% or $57,701 at 6%; with 100% employer match about $64,913 at 4% or $43,275 at 6%.
PREFERRED FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN-6$103,861$103,861$17,310iApproximate average salary by contribution assumption: employee only about $432,754 at 4% or $288,503 at 6%; with 50% employer match about $288,503 at 4% or $192,335 at 6%; with 100% employer match about $216,377 at 4% or $144,251 at 6%.
Preferred Financial Group Inc. Profit Sharing Plan-20---
PREFERRED FINANCIAL GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN-6---
200235$0$0-
Preferred Financial Group Inc. Profit Sharing Plan-5---
Preferred Financial Group Inc. Money Purchase Pension Plan-0---
PREFERRED FINANCIAL GROUP, INC. WELFARE BENEFIT PLAN-5---
200135$0$0-
Preferred Financial Group Inc. Profit Sharing Plan-5---
Preferred Financial Group Inc. Money Purchase Pension Plan-5---
PREFERRED FINANCIAL GROUP, INC. WELFARE BENEFIT PLAN-5---
200035$220,564$69,027$13,805iApproximate average salary by contribution assumption: employee only about $345,135 at 4% or $230,090 at 6%; with 50% employer match about $230,090 at 4% or $153,393 at 6%; with 100% employer match about $172,568 at 4% or $115,045 at 6%.
Preferred Financial Group Inc. Profit Sharing Plan-5$168,023$51,300$10,260iApproximate average salary by contribution assumption: employee only about $256,500 at 4% or $171,000 at 6%; with 50% employer match about $171,000 at 4% or $114,000 at 6%; with 100% employer match about $128,250 at 4% or $85,500 at 6%.
Preferred Financial Group Inc. Money Purchase Pension Plan-5$52,541$17,727$3,545iApproximate average salary by contribution assumption: employee only about $88,635 at 4% or $59,090 at 6%; with 50% employer match about $59,090 at 4% or $39,393 at 6%; with 100% employer match about $44,318 at 4% or $29,545 at 6%.
PREFERRED FINANCIAL GROUP, INC. WELFARE BENEFIT PLAN-1---
199925$161,728$70,213$14,043iApproximate average salary by contribution assumption: employee only about $351,065 at 4% or $234,043 at 6%; with 50% employer match about $234,043 at 4% or $156,029 at 6%; with 100% employer match about $175,533 at 4% or $117,022 at 6%.
Preferred Financial Group Inc. Profit Sharing Plan-5$124,573$54,020$10,804iApproximate average salary by contribution assumption: employee only about $270,100 at 4% or $180,067 at 6%; with 50% employer match about $180,067 at 4% or $120,044 at 6%; with 100% employer match about $135,050 at 4% or $90,033 at 6%.
Preferred Financial Group Inc. Money Purchase Pension Plan-5$37,155$16,193$3,239iApproximate average salary by contribution assumption: employee only about $80,965 at 4% or $53,977 at 6%; with 50% employer match about $53,977 at 4% or $35,984 at 6%; with 100% employer match about $40,483 at 4% or $26,988 at 6%.