Civic Intelligence

Evans & Carter

Plan context: Prime Financial Multiple Employer Welfare Benefit Plan & Trust

EIN 95-3526313 • Bonita, CA • 26 filings • 2 plans

355 Surrey DriveBonita, CA 91902
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$92,203

2024 Contributions

$22,420

Historical Graphs

Total Assets Over Time

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

$313,749$156,875$0199920122024YearValue
$92,203Latest year 2024

Participants Over Time

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

210199920122024YearValue
1Latest year 2024

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
202411$92,203$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-1$92,203$0-
202311$93,591$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-1$93,591$0-
202211$94,311$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-1$94,311$0-
202111$94,366$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-1$94,366$0-
202012$304,414$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$304,414--
201912$294,760$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$294,760$0-
201812$299,801$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$299,801--
201712$309,317$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$309,317--
201612$313,749$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$313,749--
201512$310,889$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$310,889--
201412$305,720$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$305,720$0-
201312$299,969$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$299,969--
201212$294,474$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$294,474$0-
201112$287,682$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$287,682$0-
201012$281,315$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$281,315$0-
200912$274,977$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$274,977$0-
200812$268,160$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$268,160--
200712$261,991$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$261,991--
200612$255,114$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$255,114--
200512$248,420$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$248,420--
200412$243,948$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$243,948--
200312$239,002$22,420$11,210iApproximate average salary by contribution assumption: employee only about $280,250 at 4% or $186,833 at 6%; with 50% employer match about $186,833 at 4% or $124,556 at 6%; with 100% employer match about $140,125 at 4% or $93,417 at 6%.
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$239,002$22,420$11,210iApproximate average salary by contribution assumption: employee only about $280,250 at 4% or $186,833 at 6%; with 50% employer match about $186,833 at 4% or $124,556 at 6%; with 100% employer match about $140,125 at 4% or $93,417 at 6%.
200212$256,108$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$256,108--
200112$0$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2---
200012$261,452$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$261,452--
199912$254,017$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$254,017--