Civic Intelligence

Personal Financial Assistant LLC

Plan context: Personal Financial Assistant LLC 401(K) Profit Sharing Plan

EIN 95-4789419 • Seattle, WA • 22 filings • 3 plans

3413 Bella Vista Ave. S.Seattle, WA 98144
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,890,807

2024 Contributions

$44,094

Historical Graphs

Total Assets Over Time

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

$2,890,807$1,445,404$0200920162023YearValue
$2,890,807Latest year 2023

Participants Over Time

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

320200820162023YearValue
2Latest year 2023

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
202410$0$44,094-
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-0$0$44,094-
202312$2,890,807$105,491$52,746iApproximate average salary by contribution assumption: employee only about $1,318,638 at 4% or $879,092 at 6%; with 50% employer match about $879,092 at 4% or $586,061 at 6%; with 100% employer match about $659,319 at 4% or $439,546 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$2,890,807$105,491$52,746iApproximate average salary by contribution assumption: employee only about $1,318,638 at 4% or $879,092 at 6%; with 50% employer match about $879,092 at 4% or $586,061 at 6%; with 100% employer match about $659,319 at 4% or $439,546 at 6%.
202212$2,405,868$98,954$49,477iApproximate average salary by contribution assumption: employee only about $1,236,925 at 4% or $824,617 at 6%; with 50% employer match about $824,617 at 4% or $549,744 at 6%; with 100% employer match about $618,463 at 4% or $412,308 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$2,405,868$98,954$49,477iApproximate average salary by contribution assumption: employee only about $1,236,925 at 4% or $824,617 at 6%; with 50% employer match about $824,617 at 4% or $549,744 at 6%; with 100% employer match about $618,463 at 4% or $412,308 at 6%.
202112$2,720,193$98,669$49,335iApproximate average salary by contribution assumption: employee only about $1,233,363 at 4% or $822,242 at 6%; with 50% employer match about $822,242 at 4% or $548,161 at 6%; with 100% employer match about $616,681 at 4% or $411,121 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$2,720,193$98,669$49,335iApproximate average salary by contribution assumption: employee only about $1,233,363 at 4% or $822,242 at 6%; with 50% employer match about $822,242 at 4% or $548,161 at 6%; with 100% employer match about $616,681 at 4% or $411,121 at 6%.
202013$2,423,360$118,710$39,570iApproximate average salary by contribution assumption: employee only about $989,250 at 4% or $659,500 at 6%; with 50% employer match about $659,500 at 4% or $439,667 at 6%; with 100% employer match about $494,625 at 4% or $329,750 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-3$2,423,360$118,710$39,570iApproximate average salary by contribution assumption: employee only about $989,250 at 4% or $659,500 at 6%; with 50% employer match about $659,500 at 4% or $439,667 at 6%; with 100% employer match about $494,625 at 4% or $329,750 at 6%.
201913$2,032,032$114,653$38,218iApproximate average salary by contribution assumption: employee only about $955,442 at 4% or $636,961 at 6%; with 50% employer match about $636,961 at 4% or $424,641 at 6%; with 100% employer match about $477,721 at 4% or $318,481 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-3$2,032,032$114,653$38,218iApproximate average salary by contribution assumption: employee only about $955,442 at 4% or $636,961 at 6%; with 50% employer match about $636,961 at 4% or $424,641 at 6%; with 100% employer match about $477,721 at 4% or $318,481 at 6%.
201813$1,610,564$105,940$35,313iApproximate average salary by contribution assumption: employee only about $882,833 at 4% or $588,556 at 6%; with 50% employer match about $588,556 at 4% or $392,370 at 6%; with 100% employer match about $441,417 at 4% or $294,278 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-3$1,610,564$105,940$35,313iApproximate average salary by contribution assumption: employee only about $882,833 at 4% or $588,556 at 6%; with 50% employer match about $588,556 at 4% or $392,370 at 6%; with 100% employer match about $441,417 at 4% or $294,278 at 6%.
201723$1,675,355$929,044$309,681iApproximate average salary by contribution assumption: employee only about $7,742,033 at 4% or $5,161,356 at 6%; with 50% employer match about $5,161,356 at 4% or $3,440,904 at 6%; with 100% employer match about $3,871,017 at 4% or $2,580,678 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-3$1,675,355$797,524$265,841iApproximate average salary by contribution assumption: employee only about $6,646,033 at 4% or $4,430,689 at 6%; with 50% employer match about $4,430,689 at 4% or $2,953,793 at 6%; with 100% employer match about $3,323,017 at 4% or $2,215,344 at 6%.
Personal Financial Assistant LLC Defined Benefit Pension Plan-0$0$131,520-
201623$1,359,877$101,646$33,882iApproximate average salary by contribution assumption: employee only about $847,050 at 4% or $564,700 at 6%; with 50% employer match about $564,700 at 4% or $376,467 at 6%; with 100% employer match about $423,525 at 4% or $282,350 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-3$759,700$101,646$33,882iApproximate average salary by contribution assumption: employee only about $847,050 at 4% or $564,700 at 6%; with 50% employer match about $564,700 at 4% or $376,467 at 6%; with 100% employer match about $423,525 at 4% or $282,350 at 6%.
Personal Financial Assistant LLC Defined Benefit Pension Plan-3$600,177$0-
201522$1,156,505$260,621$130,311iApproximate average salary by contribution assumption: employee only about $3,257,763 at 4% or $2,171,842 at 6%; with 50% employer match about $2,171,842 at 4% or $1,447,894 at 6%; with 100% employer match about $1,628,881 at 4% or $1,085,921 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$597,108$65,621$32,811iApproximate average salary by contribution assumption: employee only about $820,263 at 4% or $546,842 at 6%; with 50% employer match about $546,842 at 4% or $364,561 at 6%; with 100% employer match about $410,131 at 4% or $273,421 at 6%.
Personal Financial Assistant LLC Defined Benefit Pension Plan-2$559,397$195,000$97,500iApproximate average salary by contribution assumption: employee only about $2,437,500 at 4% or $1,625,000 at 6%; with 50% employer match about $1,625,000 at 4% or $1,083,333 at 6%; with 100% employer match about $1,218,750 at 4% or $812,500 at 6%.
201423$935,956$249,377$83,126iApproximate average salary by contribution assumption: employee only about $2,078,142 at 4% or $1,385,428 at 6%; with 50% employer match about $1,385,428 at 4% or $923,619 at 6%; with 100% employer match about $1,039,071 at 4% or $692,714 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-3$552,100$54,377$18,126iApproximate average salary by contribution assumption: employee only about $453,142 at 4% or $302,094 at 6%; with 50% employer match about $302,094 at 4% or $201,396 at 6%; with 100% employer match about $226,571 at 4% or $151,047 at 6%.
Personal Financial Assistant LLC Defined Benefit Pension Plan-3$383,856$195,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
201322$662,574$209,062$104,531iApproximate average salary by contribution assumption: employee only about $2,613,275 at 4% or $1,742,183 at 6%; with 50% employer match about $1,742,183 at 4% or $1,161,456 at 6%; with 100% employer match about $1,306,638 at 4% or $871,092 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$478,774$25,262$12,631iApproximate average salary by contribution assumption: employee only about $315,775 at 4% or $210,517 at 6%; with 50% employer match about $210,517 at 4% or $140,344 at 6%; with 100% employer match about $157,888 at 4% or $105,258 at 6%.
Personal Financial Assistant LLC Defined Benefit Pension Plan-2$183,800$183,800$91,900iApproximate average salary by contribution assumption: employee only about $2,297,500 at 4% or $1,531,667 at 6%; with 50% employer match about $1,531,667 at 4% or $1,021,111 at 6%; with 100% employer match about $1,148,750 at 4% or $765,833 at 6%.
201212$454,021$61,558$30,779iApproximate average salary by contribution assumption: employee only about $769,475 at 4% or $512,983 at 6%; with 50% employer match about $512,983 at 4% or $341,989 at 6%; with 100% employer match about $384,738 at 4% or $256,492 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$454,021$61,558$30,779iApproximate average salary by contribution assumption: employee only about $769,475 at 4% or $512,983 at 6%; with 50% employer match about $512,983 at 4% or $341,989 at 6%; with 100% employer match about $384,738 at 4% or $256,492 at 6%.
201112$359,729$59,977$29,989iApproximate average salary by contribution assumption: employee only about $749,713 at 4% or $499,808 at 6%; with 50% employer match about $499,808 at 4% or $333,206 at 6%; with 100% employer match about $374,856 at 4% or $249,904 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$359,729$59,977$29,989iApproximate average salary by contribution assumption: employee only about $749,713 at 4% or $499,808 at 6%; with 50% employer match about $499,808 at 4% or $333,206 at 6%; with 100% employer match about $374,856 at 4% or $249,904 at 6%.
201012$296,014$40,242$20,121iApproximate average salary by contribution assumption: employee only about $503,025 at 4% or $335,350 at 6%; with 50% employer match about $335,350 at 4% or $223,567 at 6%; with 100% employer match about $251,513 at 4% or $167,675 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$296,014$40,242$20,121iApproximate average salary by contribution assumption: employee only about $503,025 at 4% or $335,350 at 6%; with 50% employer match about $335,350 at 4% or $223,567 at 6%; with 100% employer match about $251,513 at 4% or $167,675 at 6%.
200912$227,979$34,702$17,351iApproximate average salary by contribution assumption: employee only about $433,775 at 4% or $289,183 at 6%; with 50% employer match about $289,183 at 4% or $192,789 at 6%; with 100% employer match about $216,888 at 4% or $144,592 at 6%.
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2$227,979$34,702$17,351iApproximate average salary by contribution assumption: employee only about $433,775 at 4% or $289,183 at 6%; with 50% employer match about $289,183 at 4% or $192,789 at 6%; with 100% employer match about $216,888 at 4% or $144,592 at 6%.
200812$0$0-
Personal Financial Assistant LLC 401(K) Profit Sharing Plan-2---