Civic Intelligence

Progression Financial

Plan context: Progression Financial Profit Sharing Plan

EIN 94-3313665 • 16 filings • 1 plans

Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$619,975

2014 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$619,975$309,988$0199920092013YearValue
$619,975Latest year 2013

Participants Over Time

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

420199920062013YearValue
1Latest year 2013

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
201410$0$0-
Progression Financial Profit Sharing Plan-0---
201311$619,975$0-
Progression Financial Profit Sharing Plan-1$619,975--
201213$558,767$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Progression Financial Profit Sharing Plan-3$558,767$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201114$485,035$70,005$17,501iApproximate average salary by contribution assumption: employee only about $437,531 at 4% or $291,688 at 6%; with 50% employer match about $291,688 at 4% or $194,458 at 6%; with 100% employer match about $218,766 at 4% or $145,844 at 6%.
Progression Financial Profit Sharing Plan-4$485,035$70,005$17,501iApproximate average salary by contribution assumption: employee only about $437,531 at 4% or $291,688 at 6%; with 50% employer match about $291,688 at 4% or $194,458 at 6%; with 100% employer match about $218,766 at 4% or $145,844 at 6%.
201013$332,866$0-
Progression Financial Profit Sharing Plan-3$332,866--
200914$343,077$0-
Progression Financial Profit Sharing Plan-4$343,077--
200812$0$0-
Progression Financial Profit Sharing Plan-2---
200712$0$0-
Progression Financial Profit Sharing Plan-2---
200612$413,638$56,087$28,044iApproximate average salary by contribution assumption: employee only about $701,088 at 4% or $467,392 at 6%; with 50% employer match about $467,392 at 4% or $311,594 at 6%; with 100% employer match about $350,544 at 4% or $233,696 at 6%.
Progression Financial Profit Sharing Plan-2$413,638$56,087$28,044iApproximate average salary by contribution assumption: employee only about $701,088 at 4% or $467,392 at 6%; with 50% employer match about $467,392 at 4% or $311,594 at 6%; with 100% employer match about $350,544 at 4% or $233,696 at 6%.
200513$306,772$44,710$14,903iApproximate average salary by contribution assumption: employee only about $372,583 at 4% or $248,389 at 6%; with 50% employer match about $248,389 at 4% or $165,593 at 6%; with 100% employer match about $186,292 at 4% or $124,194 at 6%.
Progression Financial Profit Sharing Plan-3$306,772$44,710$14,903iApproximate average salary by contribution assumption: employee only about $372,583 at 4% or $248,389 at 6%; with 50% employer match about $248,389 at 4% or $165,593 at 6%; with 100% employer match about $186,292 at 4% or $124,194 at 6%.
200412$253,124$54,405$27,203iApproximate average salary by contribution assumption: employee only about $680,063 at 4% or $453,375 at 6%; with 50% employer match about $453,375 at 4% or $302,250 at 6%; with 100% employer match about $340,031 at 4% or $226,688 at 6%.
Progression Financial Profit Sharing Plan-2$253,124$54,405$27,203iApproximate average salary by contribution assumption: employee only about $680,063 at 4% or $453,375 at 6%; with 50% employer match about $453,375 at 4% or $302,250 at 6%; with 100% employer match about $340,031 at 4% or $226,688 at 6%.
200314$0$0-
Progression Financial Profit Sharing Plan-4---
200213$0$0-
Progression Financial Profit Sharing Plan-3---
200112$0$0-
Progression Financial Profit Sharing Plan-2---
200012$0$0-
Progression Financial Profit Sharing Plan-2---
199912$68,770$30,987$15,494iApproximate average salary by contribution assumption: employee only about $387,338 at 4% or $258,225 at 6%; with 50% employer match about $258,225 at 4% or $172,150 at 6%; with 100% employer match about $193,669 at 4% or $129,113 at 6%.
Progression Financial Profit Sharing Plan-2$68,770$30,987$15,494iApproximate average salary by contribution assumption: employee only about $387,338 at 4% or $258,225 at 6%; with 50% employer match about $258,225 at 4% or $172,150 at 6%; with 100% employer match about $193,669 at 4% or $129,113 at 6%.