Civic Intelligence

Overture Partners LLC

Plan context: Overture Partners LLC 401(K) Plan

EIN 04-3566270 • Newton, MA • 26 filings • 3 plans

57 Wells Avenue Suite 22Newton, MA 02459
Current Snapshot

Latest Year

2024

2024 Participants

105

2024 Assets

$4,421,102

2024 Contributions

$870,341

Historical Graphs

Total Assets Over Time

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

$4,902,782$2,451,391$0200420152024YearValue
$4,421,102Latest year 2024

Participants Over Time

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

177890200420142024YearValue
105Latest 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
20241105$4,421,102$870,341$8,289iApproximate average salary by contribution assumption: employee only about $207,224 at 4% or $138,149 at 6%; with 50% employer match about $138,149 at 4% or $92,100 at 6%; with 100% employer match about $103,612 at 4% or $69,075 at 6%.
Overture Partners LLC 401(K) Plan-105$4,421,102$870,341$8,289iApproximate average salary by contribution assumption: employee only about $207,224 at 4% or $138,149 at 6%; with 50% employer match about $138,149 at 4% or $92,100 at 6%; with 100% employer match about $103,612 at 4% or $69,075 at 6%.
20231107$4,820,422$669,810$6,260iApproximate average salary by contribution assumption: employee only about $156,498 at 4% or $104,332 at 6%; with 50% employer match about $104,332 at 4% or $69,555 at 6%; with 100% employer match about $78,249 at 4% or $52,166 at 6%.
Overture Partners LLC 401(K) Plan-107$4,820,422$669,810$6,260iApproximate average salary by contribution assumption: employee only about $156,498 at 4% or $104,332 at 6%; with 50% employer match about $104,332 at 4% or $69,555 at 6%; with 100% employer match about $78,249 at 4% or $52,166 at 6%.
20221104$3,908,265$561,754$5,401iApproximate average salary by contribution assumption: employee only about $135,037 at 4% or $90,025 at 6%; with 50% employer match about $90,025 at 4% or $60,016 at 6%; with 100% employer match about $67,519 at 4% or $45,012 at 6%.
Overture Partners LLC 401(K) Plan-104$3,908,265$561,754$5,401iApproximate average salary by contribution assumption: employee only about $135,037 at 4% or $90,025 at 6%; with 50% employer match about $90,025 at 4% or $60,016 at 6%; with 100% employer match about $67,519 at 4% or $45,012 at 6%.
20211118$4,902,782$789,473$6,690iApproximate average salary by contribution assumption: employee only about $167,261 at 4% or $111,507 at 6%; with 50% employer match about $111,507 at 4% or $74,338 at 6%; with 100% employer match about $83,631 at 4% or $55,754 at 6%.
Overture Partners LLC 401(K) Plan-118$4,902,782$789,473$6,690iApproximate average salary by contribution assumption: employee only about $167,261 at 4% or $111,507 at 6%; with 50% employer match about $111,507 at 4% or $74,338 at 6%; with 100% employer match about $83,631 at 4% or $55,754 at 6%.
20201105$3,985,530$682,832$6,503iApproximate average salary by contribution assumption: employee only about $162,579 at 4% or $108,386 at 6%; with 50% employer match about $108,386 at 4% or $72,257 at 6%; with 100% employer match about $81,290 at 4% or $54,193 at 6%.
Overture Partners LLC 401(K) Plan-105$3,985,530$682,832$6,503iApproximate average salary by contribution assumption: employee only about $162,579 at 4% or $108,386 at 6%; with 50% employer match about $108,386 at 4% or $72,257 at 6%; with 100% employer match about $81,290 at 4% or $54,193 at 6%.
20191144$3,309,857$746,390$5,183iApproximate average salary by contribution assumption: employee only about $129,582 at 4% or $86,388 at 6%; with 50% employer match about $86,388 at 4% or $57,592 at 6%; with 100% employer match about $64,791 at 4% or $43,194 at 6%.
Overture Partners LLC 401(K) Plan-144$3,309,857$746,390$5,183iApproximate average salary by contribution assumption: employee only about $129,582 at 4% or $86,388 at 6%; with 50% employer match about $86,388 at 4% or $57,592 at 6%; with 100% employer match about $64,791 at 4% or $43,194 at 6%.
20181134$2,680,353$666,488$4,974iApproximate average salary by contribution assumption: employee only about $124,345 at 4% or $82,897 at 6%; with 50% employer match about $82,897 at 4% or $55,264 at 6%; with 100% employer match about $62,172 at 4% or $41,448 at 6%.
Overture Partners LLC 401(K) Plan-134$2,680,353$666,488$4,974iApproximate average salary by contribution assumption: employee only about $124,345 at 4% or $82,897 at 6%; with 50% employer match about $82,897 at 4% or $55,264 at 6%; with 100% employer match about $62,172 at 4% or $41,448 at 6%.
20171137$2,958,136$653,240$4,768iApproximate average salary by contribution assumption: employee only about $119,204 at 4% or $79,470 at 6%; with 50% employer match about $79,470 at 4% or $52,980 at 6%; with 100% employer match about $59,602 at 4% or $39,735 at 6%.
Overture Partners LLC 401(K) Plan-137$2,958,136$653,240$4,768iApproximate average salary by contribution assumption: employee only about $119,204 at 4% or $79,470 at 6%; with 50% employer match about $79,470 at 4% or $52,980 at 6%; with 100% employer match about $59,602 at 4% or $39,735 at 6%.
20161177$2,254,038$504,296$2,849iApproximate average salary by contribution assumption: employee only about $71,228 at 4% or $47,485 at 6%; with 50% employer match about $47,485 at 4% or $31,657 at 6%; with 100% employer match about $35,614 at 4% or $23,743 at 6%.
Overture Partners LLC 401(K) Plan-177$2,254,038$504,296$2,849iApproximate average salary by contribution assumption: employee only about $71,228 at 4% or $47,485 at 6%; with 50% employer match about $47,485 at 4% or $31,657 at 6%; with 100% employer match about $35,614 at 4% or $23,743 at 6%.
20151177$2,274,182$597,108$3,373iApproximate average salary by contribution assumption: employee only about $84,337 at 4% or $56,225 at 6%; with 50% employer match about $56,225 at 4% or $37,483 at 6%; with 100% employer match about $42,169 at 4% or $28,112 at 6%.
Overture Partners LLC 401(K) Plan-177$2,274,182$597,108$3,373iApproximate average salary by contribution assumption: employee only about $84,337 at 4% or $56,225 at 6%; with 50% employer match about $56,225 at 4% or $37,483 at 6%; with 100% employer match about $42,169 at 4% or $28,112 at 6%.
20141154$2,300,142$534,690$3,472iApproximate average salary by contribution assumption: employee only about $86,800 at 4% or $57,867 at 6%; with 50% employer match about $57,867 at 4% or $38,578 at 6%; with 100% employer match about $43,400 at 4% or $28,933 at 6%.
Overture Partners LLC 401(K) Plan-154$2,300,142$534,690$3,472iApproximate average salary by contribution assumption: employee only about $86,800 at 4% or $57,867 at 6%; with 50% employer match about $57,867 at 4% or $38,578 at 6%; with 100% employer match about $43,400 at 4% or $28,933 at 6%.
20131177$2,291,166$452,730$2,558iApproximate average salary by contribution assumption: employee only about $63,945 at 4% or $42,630 at 6%; with 50% employer match about $42,630 at 4% or $28,420 at 6%; with 100% employer match about $31,972 at 4% or $21,315 at 6%.
Overture Partners LLC 401(K) Plan-177$2,291,166$452,730$2,558iApproximate average salary by contribution assumption: employee only about $63,945 at 4% or $42,630 at 6%; with 50% employer match about $42,630 at 4% or $28,420 at 6%; with 100% employer match about $31,972 at 4% or $21,315 at 6%.
20121166$1,722,128$649,824$3,915iApproximate average salary by contribution assumption: employee only about $97,865 at 4% or $65,243 at 6%; with 50% employer match about $65,243 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
Overture Partners LLC 401(K) Plan-166$1,722,128$649,824$3,915iApproximate average salary by contribution assumption: employee only about $97,865 at 4% or $65,243 at 6%; with 50% employer match about $65,243 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
20111138$1,213,233$366,892$2,659iApproximate average salary by contribution assumption: employee only about $66,466 at 4% or $44,311 at 6%; with 50% employer match about $44,311 at 4% or $29,540 at 6%; with 100% employer match about $33,233 at 4% or $22,155 at 6%.
Overture Partners LLC 401(K) Plan-138$1,213,233$366,892$2,659iApproximate average salary by contribution assumption: employee only about $66,466 at 4% or $44,311 at 6%; with 50% employer match about $44,311 at 4% or $29,540 at 6%; with 100% employer match about $33,233 at 4% or $22,155 at 6%.
2010160$1,119,098$343,660$5,728iApproximate average salary by contribution assumption: employee only about $143,192 at 4% or $95,461 at 6%; with 50% employer match about $95,461 at 4% or $63,641 at 6%; with 100% employer match about $71,596 at 4% or $47,731 at 6%.
Overture Partners LLC 401(K) Plan-60$1,119,098$343,660$5,728iApproximate average salary by contribution assumption: employee only about $143,192 at 4% or $95,461 at 6%; with 50% employer match about $95,461 at 4% or $63,641 at 6%; with 100% employer match about $71,596 at 4% or $47,731 at 6%.
2009154$964,908$323,027$5,982iApproximate average salary by contribution assumption: employee only about $149,550 at 4% or $99,700 at 6%; with 50% employer match about $99,700 at 4% or $66,466 at 6%; with 100% employer match about $74,775 at 4% or $49,850 at 6%.
Overture Partners LLC 401(K) Plan-54$964,908$323,027$5,982iApproximate average salary by contribution assumption: employee only about $149,550 at 4% or $99,700 at 6%; with 50% employer match about $99,700 at 4% or $66,466 at 6%; with 100% employer match about $74,775 at 4% or $49,850 at 6%.
2008274$0$0-
Overture Partners LLC 401(K) Plan-74---
OVERTURE PARTNERS, LLC PROFIT SHARING PLAN-0---
2007274$0$0-
Overture Partners LLC 401(K) Plan-74---
OVERTURE PARTNERS, LLC PROFIT SHARING PLAN-13---
2006276$931,464$366,435$4,822iApproximate average salary by contribution assumption: employee only about $120,538 at 4% or $80,359 at 6%; with 50% employer match about $80,359 at 4% or $53,572 at 6%; with 100% employer match about $60,269 at 4% or $40,179 at 6%.
Overture Partners LLC 401(K) Plan-76$503,077$218,695$2,878iApproximate average salary by contribution assumption: employee only about $71,939 at 4% or $47,959 at 6%; with 50% employer match about $47,959 at 4% or $31,973 at 6%; with 100% employer match about $35,970 at 4% or $23,980 at 6%.
OVERTURE PARTNERS, LLC PROFIT SHARING PLAN-12$428,387$147,740$12,312iApproximate average salary by contribution assumption: employee only about $307,792 at 4% or $205,194 at 6%; with 50% employer match about $205,194 at 4% or $136,796 at 6%; with 100% employer match about $153,896 at 4% or $102,597 at 6%.
2005268$688,436$368,128$5,414iApproximate average salary by contribution assumption: employee only about $135,341 at 4% or $90,227 at 6%; with 50% employer match about $90,227 at 4% or $60,152 at 6%; with 100% employer match about $67,671 at 4% or $45,114 at 6%.
Overture Partners LLC 401(K) Plan-68$438,505$240,744$3,540iApproximate average salary by contribution assumption: employee only about $88,509 at 4% or $59,006 at 6%; with 50% employer match about $59,006 at 4% or $39,337 at 6%; with 100% employer match about $44,254 at 4% or $29,503 at 6%.
OVERTURE PARTNERS, LLC PROFIT SHARING PLAN-5$249,931$127,384$25,477iApproximate average salary by contribution assumption: employee only about $636,920 at 4% or $424,613 at 6%; with 50% employer match about $424,613 at 4% or $283,076 at 6%; with 100% employer match about $318,460 at 4% or $212,307 at 6%.
2004255$347,695$339,641$6,175iApproximate average salary by contribution assumption: employee only about $154,382 at 4% or $102,922 at 6%; with 50% employer match about $102,922 at 4% or $68,614 at 6%; with 100% employer match about $77,191 at 4% or $51,461 at 6%.
Overture Partners LLC 401(K) Plan-55$236,010$227,956$4,145iApproximate average salary by contribution assumption: employee only about $103,616 at 4% or $69,078 at 6%; with 50% employer match about $69,078 at 4% or $46,052 at 6%; with 100% employer match about $51,808 at 4% or $34,539 at 6%.
OVERTURE PARTNERS, LLC PROFIT SHARING PLAN-5$111,685$111,685$22,337iApproximate average salary by contribution assumption: employee only about $558,425 at 4% or $372,283 at 6%; with 50% employer match about $372,283 at 4% or $248,189 at 6%; with 100% employer match about $279,213 at 4% or $186,142 at 6%.