Civic Intelligence

Welch Capital Partners LLC

Plan context: Welch Capital Partners LLC 401(K) Profit Sharing Plan

EIN 13-3893476 • New York, NY • 19 filings • 3 plans

90 Park Avenue, 19th FloorNew York, NY 10016
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,315,412

2024 Contributions

$216,019

Historical Graphs

Total Assets Over Time

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

$4,315,412$2,157,706$0200520152024YearValue
$4,315,412Latest year 2024

Participants Over Time

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

1370200520152024YearValue
3Latest 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
202413$4,315,412$216,019$72,006iApproximate average salary by contribution assumption: employee only about $1,800,158 at 4% or $1,200,106 at 6%; with 50% employer match about $1,200,106 at 4% or $800,070 at 6%; with 100% employer match about $900,079 at 4% or $600,053 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-3$4,315,412$216,019$72,006iApproximate average salary by contribution assumption: employee only about $1,800,158 at 4% or $1,200,106 at 6%; with 50% employer match about $1,200,106 at 4% or $800,070 at 6%; with 100% employer match about $900,079 at 4% or $600,053 at 6%.
202313$3,638,738$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-3$3,638,738$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
202213$2,969,870$192,000$64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-3$2,969,870$192,000$64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%.
202113$2,698,420$94,769$31,590iApproximate average salary by contribution assumption: employee only about $789,742 at 4% or $526,494 at 6%; with 50% employer match about $526,494 at 4% or $350,996 at 6%; with 100% employer match about $394,871 at 4% or $263,247 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-3$2,698,420$94,769$31,590iApproximate average salary by contribution assumption: employee only about $789,742 at 4% or $526,494 at 6%; with 50% employer match about $526,494 at 4% or $350,996 at 6%; with 100% employer match about $394,871 at 4% or $263,247 at 6%.
202013$2,517,719$227,231$75,744iApproximate average salary by contribution assumption: employee only about $1,893,592 at 4% or $1,262,394 at 6%; with 50% employer match about $1,262,394 at 4% or $841,596 at 6%; with 100% employer match about $946,796 at 4% or $631,197 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-3$2,517,719$227,231$75,744iApproximate average salary by contribution assumption: employee only about $1,893,592 at 4% or $1,262,394 at 6%; with 50% employer match about $1,262,394 at 4% or $841,596 at 6%; with 100% employer match about $946,796 at 4% or $631,197 at 6%.
201913$2,198,234$152,253$50,751iApproximate average salary by contribution assumption: employee only about $1,268,775 at 4% or $845,850 at 6%; with 50% employer match about $845,850 at 4% or $563,900 at 6%; with 100% employer match about $634,388 at 4% or $422,925 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-3$2,198,234$152,253$50,751iApproximate average salary by contribution assumption: employee only about $1,268,775 at 4% or $845,850 at 6%; with 50% employer match about $845,850 at 4% or $563,900 at 6%; with 100% employer match about $634,388 at 4% or $422,925 at 6%.
201813$1,816,215$69,338$23,113iApproximate average salary by contribution assumption: employee only about $577,817 at 4% or $385,211 at 6%; with 50% employer match about $385,211 at 4% or $256,807 at 6%; with 100% employer match about $288,908 at 4% or $192,606 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-3$1,816,215$69,338$23,113iApproximate average salary by contribution assumption: employee only about $577,817 at 4% or $385,211 at 6%; with 50% employer match about $385,211 at 4% or $256,807 at 6%; with 100% employer match about $288,908 at 4% or $192,606 at 6%.
201713$2,669,588$181,443$60,481iApproximate average salary by contribution assumption: employee only about $1,512,025 at 4% or $1,008,017 at 6%; with 50% employer match about $1,008,017 at 4% or $672,011 at 6%; with 100% employer match about $756,013 at 4% or $504,008 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-3$2,669,588$181,443$60,481iApproximate average salary by contribution assumption: employee only about $1,512,025 at 4% or $1,008,017 at 6%; with 50% employer match about $1,008,017 at 4% or $672,011 at 6%; with 100% employer match about $756,013 at 4% or $504,008 at 6%.
201616$2,277,433$406,827$67,805iApproximate average salary by contribution assumption: employee only about $1,695,113 at 4% or $1,130,075 at 6%; with 50% employer match about $1,130,075 at 4% or $753,383 at 6%; with 100% employer match about $847,556 at 4% or $565,038 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-6$2,277,433$406,827$67,805iApproximate average salary by contribution assumption: employee only about $1,695,113 at 4% or $1,130,075 at 6%; with 50% employer match about $1,130,075 at 4% or $753,383 at 6%; with 100% employer match about $847,556 at 4% or $565,038 at 6%.
201515$1,784,157$217,702$43,540iApproximate average salary by contribution assumption: employee only about $1,088,510 at 4% or $725,673 at 6%; with 50% employer match about $725,673 at 4% or $483,782 at 6%; with 100% employer match about $544,255 at 4% or $362,837 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-5$1,784,157$217,702$43,540iApproximate average salary by contribution assumption: employee only about $1,088,510 at 4% or $725,673 at 6%; with 50% employer match about $725,673 at 4% or $483,782 at 6%; with 100% employer match about $544,255 at 4% or $362,837 at 6%.
201415$2,186,591$169,395$33,879iApproximate average salary by contribution assumption: employee only about $846,975 at 4% or $564,650 at 6%; with 50% employer match about $564,650 at 4% or $376,433 at 6%; with 100% employer match about $423,488 at 4% or $282,325 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-5$2,186,591$169,395$33,879iApproximate average salary by contribution assumption: employee only about $846,975 at 4% or $564,650 at 6%; with 50% employer match about $564,650 at 4% or $376,433 at 6%; with 100% employer match about $423,488 at 4% or $282,325 at 6%.
201315$2,059,522$52,275$10,455iApproximate average salary by contribution assumption: employee only about $261,375 at 4% or $174,250 at 6%; with 50% employer match about $174,250 at 4% or $116,167 at 6%; with 100% employer match about $130,688 at 4% or $87,125 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-5$2,059,522$52,275$10,455iApproximate average salary by contribution assumption: employee only about $261,375 at 4% or $174,250 at 6%; with 50% employer match about $174,250 at 4% or $116,167 at 6%; with 100% employer match about $130,688 at 4% or $87,125 at 6%.
2012113$2,060,793$221,273$17,021iApproximate average salary by contribution assumption: employee only about $425,525 at 4% or $283,683 at 6%; with 50% employer match about $283,683 at 4% or $189,122 at 6%; with 100% employer match about $212,763 at 4% or $141,842 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-13$2,060,793$221,273$17,021iApproximate average salary by contribution assumption: employee only about $425,525 at 4% or $283,683 at 6%; with 50% employer match about $283,683 at 4% or $189,122 at 6%; with 100% employer match about $212,763 at 4% or $141,842 at 6%.
2011112$1,763,193$270,568$22,547iApproximate average salary by contribution assumption: employee only about $563,683 at 4% or $375,789 at 6%; with 50% employer match about $375,789 at 4% or $250,526 at 6%; with 100% employer match about $281,842 at 4% or $187,894 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-12$1,763,193$270,568$22,547iApproximate average salary by contribution assumption: employee only about $563,683 at 4% or $375,789 at 6%; with 50% employer match about $375,789 at 4% or $250,526 at 6%; with 100% employer match about $281,842 at 4% or $187,894 at 6%.
2010112$1,647,229$307,475$25,623iApproximate average salary by contribution assumption: employee only about $640,573 at 4% or $427,049 at 6%; with 50% employer match about $427,049 at 4% or $284,699 at 6%; with 100% employer match about $320,286 at 4% or $213,524 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-12$1,647,229$307,475$25,623iApproximate average salary by contribution assumption: employee only about $640,573 at 4% or $427,049 at 6%; with 50% employer match about $427,049 at 4% or $284,699 at 6%; with 100% employer match about $320,286 at 4% or $213,524 at 6%.
2009111$1,250,400$302,443$27,495iApproximate average salary by contribution assumption: employee only about $687,370 at 4% or $458,247 at 6%; with 50% employer match about $458,247 at 4% or $305,498 at 6%; with 100% employer match about $343,685 at 4% or $229,123 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-11$1,250,400$302,443$27,495iApproximate average salary by contribution assumption: employee only about $687,370 at 4% or $458,247 at 6%; with 50% employer match about $458,247 at 4% or $305,498 at 6%; with 100% employer match about $343,685 at 4% or $229,123 at 6%.
200819$801,816$303,108$33,679iApproximate average salary by contribution assumption: employee only about $841,967 at 4% or $561,311 at 6%; with 50% employer match about $561,311 at 4% or $374,207 at 6%; with 100% employer match about $420,983 at 4% or $280,656 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-9$801,816$303,108$33,679iApproximate average salary by contribution assumption: employee only about $841,967 at 4% or $561,311 at 6%; with 50% employer match about $561,311 at 4% or $374,207 at 6%; with 100% employer match about $420,983 at 4% or $280,656 at 6%.
2007110$829,636$325,275$32,528iApproximate average salary by contribution assumption: employee only about $813,188 at 4% or $542,125 at 6%; with 50% employer match about $542,125 at 4% or $361,417 at 6%; with 100% employer match about $406,594 at 4% or $271,063 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-10$829,636$325,275$32,528iApproximate average salary by contribution assumption: employee only about $813,188 at 4% or $542,125 at 6%; with 50% employer match about $542,125 at 4% or $361,417 at 6%; with 100% employer match about $406,594 at 4% or $271,063 at 6%.
200519$149,966$147,500$16,389iApproximate average salary by contribution assumption: employee only about $409,722 at 4% or $273,148 at 6%; with 50% employer match about $273,148 at 4% or $182,099 at 6%; with 100% employer match about $204,861 at 4% or $136,574 at 6%.
Welch Capital Partners LLC 401(K) Profit Sharing Plan-9$149,966$147,500$16,389iApproximate average salary by contribution assumption: employee only about $409,722 at 4% or $273,148 at 6%; with 50% employer match about $273,148 at 4% or $182,099 at 6%; with 100% employer match about $204,861 at 4% or $136,574 at 6%.