Civic Intelligence

Petra Financial Advisors Inc.

Plan context: Petra Financial Advisors Inc. 401K Plan

EIN 95-4326389 • Colorado Springs, CO • 20 filings • 2 plans

2 North Nevada Avenue Suite 1300Colorado Springs, CO 80903-1626
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$710,364

2024 Contributions

$121,743

Historical Graphs

Total Assets Over Time

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

$1,579,438$789,719$0200620152024YearValue
$710,364Latest year 2024

Participants Over Time

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

1260200620152024YearValue
12Latest 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
2024112$710,364$121,743$10,145iApproximate average salary by contribution assumption: employee only about $253,631 at 4% or $169,088 at 6%; with 50% employer match about $169,088 at 4% or $112,725 at 6%; with 100% employer match about $126,816 at 4% or $84,544 at 6%.
Petra Financial Advisors Inc. 401K Plan-12$710,364$121,743$10,145iApproximate average salary by contribution assumption: employee only about $253,631 at 4% or $169,088 at 6%; with 50% employer match about $169,088 at 4% or $112,725 at 6%; with 100% employer match about $126,816 at 4% or $84,544 at 6%.
2023111$519,183$87,921$7,993iApproximate average salary by contribution assumption: employee only about $199,820 at 4% or $133,214 at 6%; with 50% employer match about $133,214 at 4% or $88,809 at 6%; with 100% employer match about $99,910 at 4% or $66,607 at 6%.
Petra Financial Advisors Inc. 401K Plan-11$519,183$87,921$7,993iApproximate average salary by contribution assumption: employee only about $199,820 at 4% or $133,214 at 6%; with 50% employer match about $133,214 at 4% or $88,809 at 6%; with 100% employer match about $99,910 at 4% or $66,607 at 6%.
202218$517,355$118,263$14,783iApproximate average salary by contribution assumption: employee only about $369,572 at 4% or $246,381 at 6%; with 50% employer match about $246,381 at 4% or $164,254 at 6%; with 100% employer match about $184,786 at 4% or $123,191 at 6%.
Petra Financial Advisors Inc. 401K Plan-8$517,355$118,263$14,783iApproximate average salary by contribution assumption: employee only about $369,572 at 4% or $246,381 at 6%; with 50% employer match about $246,381 at 4% or $164,254 at 6%; with 100% employer match about $184,786 at 4% or $123,191 at 6%.
202118$522,169$82,960$10,370iApproximate average salary by contribution assumption: employee only about $259,250 at 4% or $172,833 at 6%; with 50% employer match about $172,833 at 4% or $115,222 at 6%; with 100% employer match about $129,625 at 4% or $86,417 at 6%.
Petra Financial Advisors Inc. 401K Plan-8$522,169$82,960$10,370iApproximate average salary by contribution assumption: employee only about $259,250 at 4% or $172,833 at 6%; with 50% employer match about $172,833 at 4% or $115,222 at 6%; with 100% employer match about $129,625 at 4% or $86,417 at 6%.
202019$670,391$44,595$4,955iApproximate average salary by contribution assumption: employee only about $123,875 at 4% or $82,583 at 6%; with 50% employer match about $82,583 at 4% or $55,056 at 6%; with 100% employer match about $61,938 at 4% or $41,292 at 6%.
Petra Financial Advisors Inc. 401K Plan-9$670,391$44,595$4,955iApproximate average salary by contribution assumption: employee only about $123,875 at 4% or $82,583 at 6%; with 50% employer match about $82,583 at 4% or $55,056 at 6%; with 100% employer match about $61,938 at 4% or $41,292 at 6%.
201919$497,878$62,286$6,921iApproximate average salary by contribution assumption: employee only about $173,017 at 4% or $115,344 at 6%; with 50% employer match about $115,344 at 4% or $76,896 at 6%; with 100% employer match about $86,508 at 4% or $57,672 at 6%.
Petra Financial Advisors Inc. 401K Plan-9$497,878$62,286$6,921iApproximate average salary by contribution assumption: employee only about $173,017 at 4% or $115,344 at 6%; with 50% employer match about $115,344 at 4% or $76,896 at 6%; with 100% employer match about $86,508 at 4% or $57,672 at 6%.
201819$1,513,675$77,579$8,620iApproximate average salary by contribution assumption: employee only about $215,497 at 4% or $143,665 at 6%; with 50% employer match about $143,665 at 4% or $95,777 at 6%; with 100% employer match about $107,749 at 4% or $71,832 at 6%.
Petra Financial Advisors Inc. 401K Plan-9$1,513,675$77,579$8,620iApproximate average salary by contribution assumption: employee only about $215,497 at 4% or $143,665 at 6%; with 50% employer match about $143,665 at 4% or $95,777 at 6%; with 100% employer match about $107,749 at 4% or $71,832 at 6%.
2017110$1,579,438$91,806$9,181iApproximate average salary by contribution assumption: employee only about $229,515 at 4% or $153,010 at 6%; with 50% employer match about $153,010 at 4% or $102,007 at 6%; with 100% employer match about $114,758 at 4% or $76,505 at 6%.
Petra Financial Advisors Inc. 401K Plan-10$1,579,438$91,806$9,181iApproximate average salary by contribution assumption: employee only about $229,515 at 4% or $153,010 at 6%; with 50% employer match about $153,010 at 4% or $102,007 at 6%; with 100% employer match about $114,758 at 4% or $76,505 at 6%.
201618$1,292,655$89,653$11,207iApproximate average salary by contribution assumption: employee only about $280,166 at 4% or $186,777 at 6%; with 50% employer match about $186,777 at 4% or $124,518 at 6%; with 100% employer match about $140,083 at 4% or $93,389 at 6%.
Petra Financial Advisors Inc. 401K Plan-8$1,292,655$89,653$11,207iApproximate average salary by contribution assumption: employee only about $280,166 at 4% or $186,777 at 6%; with 50% employer match about $186,777 at 4% or $124,518 at 6%; with 100% employer match about $140,083 at 4% or $93,389 at 6%.
201517$1,169,385$92,988$13,284iApproximate average salary by contribution assumption: employee only about $332,100 at 4% or $221,400 at 6%; with 50% employer match about $221,400 at 4% or $147,600 at 6%; with 100% employer match about $166,050 at 4% or $110,700 at 6%.
Petra Financial Advisors Inc. 401K Plan-7$1,169,385$92,988$13,284iApproximate average salary by contribution assumption: employee only about $332,100 at 4% or $221,400 at 6%; with 50% employer match about $221,400 at 4% or $147,600 at 6%; with 100% employer match about $166,050 at 4% or $110,700 at 6%.
201417$1,049,756$86,354$12,336iApproximate average salary by contribution assumption: employee only about $308,407 at 4% or $205,605 at 6%; with 50% employer match about $205,605 at 4% or $137,070 at 6%; with 100% employer match about $154,204 at 4% or $102,802 at 6%.
Petra Financial Advisors Inc. 401K Plan-7$1,049,756$86,354$12,336iApproximate average salary by contribution assumption: employee only about $308,407 at 4% or $205,605 at 6%; with 50% employer match about $205,605 at 4% or $137,070 at 6%; with 100% employer match about $154,204 at 4% or $102,802 at 6%.
201319$889,463$81,525$9,058iApproximate average salary by contribution assumption: employee only about $226,458 at 4% or $150,972 at 6%; with 50% employer match about $150,972 at 4% or $100,648 at 6%; with 100% employer match about $113,229 at 4% or $75,486 at 6%.
Petra Financial Advisors Inc. 401K Plan-9$889,463$81,525$9,058iApproximate average salary by contribution assumption: employee only about $226,458 at 4% or $150,972 at 6%; with 50% employer match about $150,972 at 4% or $100,648 at 6%; with 100% employer match about $113,229 at 4% or $75,486 at 6%.
201217$657,454$191,868$27,410iApproximate average salary by contribution assumption: employee only about $685,243 at 4% or $456,829 at 6%; with 50% employer match about $456,829 at 4% or $304,552 at 6%; with 100% employer match about $342,621 at 4% or $228,414 at 6%.
Petra Financial Advisors Inc. 401K Plan-7$657,454$191,868$27,410iApproximate average salary by contribution assumption: employee only about $685,243 at 4% or $456,829 at 6%; with 50% employer match about $456,829 at 4% or $304,552 at 6%; with 100% employer match about $342,621 at 4% or $228,414 at 6%.
201124$414,954$412,928$103,232iApproximate average salary by contribution assumption: employee only about $2,580,800 at 4% or $1,720,533 at 6%; with 50% employer match about $1,720,533 at 4% or $1,147,022 at 6%; with 100% employer match about $1,290,400 at 4% or $860,267 at 6%.
Petra Financial Advisors Inc. 401K Plan-4$414,954$412,928$103,232iApproximate average salary by contribution assumption: employee only about $2,580,800 at 4% or $1,720,533 at 6%; with 50% employer match about $1,720,533 at 4% or $1,147,022 at 6%; with 100% employer match about $1,290,400 at 4% or $860,267 at 6%.
PETRA FINANCIAL ADVISORS, INC. PENSION PLAN-0$0$0-
201016$405,082$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
PETRA FINANCIAL ADVISORS, INC. PENSION PLAN-6$405,082$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200917$348,965$34,500$4,929iApproximate average salary by contribution assumption: employee only about $123,214 at 4% or $82,143 at 6%; with 50% employer match about $82,143 at 4% or $54,762 at 6%; with 100% employer match about $61,607 at 4% or $41,071 at 6%.
PETRA FINANCIAL ADVISORS, INC. PENSION PLAN-7$348,965$34,500$4,929iApproximate average salary by contribution assumption: employee only about $123,214 at 4% or $82,143 at 6%; with 50% employer match about $82,143 at 4% or $54,762 at 6%; with 100% employer match about $61,607 at 4% or $41,071 at 6%.
200814$274,798$127,015$31,754iApproximate average salary by contribution assumption: employee only about $793,844 at 4% or $529,229 at 6%; with 50% employer match about $529,229 at 4% or $352,819 at 6%; with 100% employer match about $396,922 at 4% or $264,615 at 6%.
PETRA FINANCIAL ADVISORS, INC. PENSION PLAN-4$274,798$127,015$31,754iApproximate average salary by contribution assumption: employee only about $793,844 at 4% or $529,229 at 6%; with 50% employer match about $529,229 at 4% or $352,819 at 6%; with 100% employer match about $396,922 at 4% or $264,615 at 6%.
200714$413,517$177,000$44,250iApproximate average salary by contribution assumption: employee only about $1,106,250 at 4% or $737,500 at 6%; with 50% employer match about $737,500 at 4% or $491,667 at 6%; with 100% employer match about $553,125 at 4% or $368,750 at 6%.
PETRA FINANCIAL ADVISORS, INC. PENSION PLAN-4$413,517$177,000$44,250iApproximate average salary by contribution assumption: employee only about $1,106,250 at 4% or $737,500 at 6%; with 50% employer match about $737,500 at 4% or $491,667 at 6%; with 100% employer match about $553,125 at 4% or $368,750 at 6%.
200614$220,116$175,742$43,936iApproximate average salary by contribution assumption: employee only about $1,098,388 at 4% or $732,258 at 6%; with 50% employer match about $732,258 at 4% or $488,172 at 6%; with 100% employer match about $549,194 at 4% or $366,129 at 6%.
PETRA FINANCIAL ADVISORS, INC. PENSION PLAN-4$220,116$175,742$43,936iApproximate average salary by contribution assumption: employee only about $1,098,388 at 4% or $732,258 at 6%; with 50% employer match about $732,258 at 4% or $488,172 at 6%; with 100% employer match about $549,194 at 4% or $366,129 at 6%.