Fillmore Capital Partners LLC
Plan context: Fillmore Capital Partners LLC 401(K) Plan
EIN 20-0213828 • Powell, OH • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$9,765,764
2024 Contributions
$635,926
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 35 | $9,765,764 | $635,926 | $18,169iApproximate average salary by contribution assumption: employee only about $454,233 at 4% or $302,822 at 6%; with 50% employer match about $302,822 at 4% or $201,881 at 6%; with 100% employer match about $227,116 at 4% or $151,411 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 35 | $9,765,764 | $635,926 | $18,169iApproximate average salary by contribution assumption: employee only about $454,233 at 4% or $302,822 at 6%; with 50% employer match about $302,822 at 4% or $201,881 at 6%; with 100% employer match about $227,116 at 4% or $151,411 at 6%. |
| 2023 | 1 | 31 | $7,924,134 | $595,582 | $19,212iApproximate average salary by contribution assumption: employee only about $480,308 at 4% or $320,205 at 6%; with 50% employer match about $320,205 at 4% or $213,470 at 6%; with 100% employer match about $240,154 at 4% or $160,103 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 31 | $7,924,134 | $595,582 | $19,212iApproximate average salary by contribution assumption: employee only about $480,308 at 4% or $320,205 at 6%; with 50% employer match about $320,205 at 4% or $213,470 at 6%; with 100% employer match about $240,154 at 4% or $160,103 at 6%. |
| 2022 | 1 | 31 | $6,610,823 | $270,596 | $8,729iApproximate average salary by contribution assumption: employee only about $218,223 at 4% or $145,482 at 6%; with 50% employer match about $145,482 at 4% or $96,988 at 6%; with 100% employer match about $109,111 at 4% or $72,741 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 31 | $6,610,823 | $270,596 | $8,729iApproximate average salary by contribution assumption: employee only about $218,223 at 4% or $145,482 at 6%; with 50% employer match about $145,482 at 4% or $96,988 at 6%; with 100% employer match about $109,111 at 4% or $72,741 at 6%. |
| 2021 | 1 | 27 | $7,586,972 | $511,657 | $18,950iApproximate average salary by contribution assumption: employee only about $473,756 at 4% or $315,838 at 6%; with 50% employer match about $315,838 at 4% or $210,558 at 6%; with 100% employer match about $236,878 at 4% or $157,919 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 27 | $7,586,972 | $511,657 | $18,950iApproximate average salary by contribution assumption: employee only about $473,756 at 4% or $315,838 at 6%; with 50% employer match about $315,838 at 4% or $210,558 at 6%; with 100% employer match about $236,878 at 4% or $157,919 at 6%. |
| 2020 | 1 | 21 | $7,186,953 | $846,023 | $40,287iApproximate average salary by contribution assumption: employee only about $1,007,170 at 4% or $671,447 at 6%; with 50% employer match about $671,447 at 4% or $447,631 at 6%; with 100% employer match about $503,585 at 4% or $335,723 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 21 | $7,186,953 | $846,023 | $40,287iApproximate average salary by contribution assumption: employee only about $1,007,170 at 4% or $671,447 at 6%; with 50% employer match about $671,447 at 4% or $447,631 at 6%; with 100% employer match about $503,585 at 4% or $335,723 at 6%. |
| 2019 | 1 | 22 | $6,165,864 | $507,826 | $23,083iApproximate average salary by contribution assumption: employee only about $577,075 at 4% or $384,717 at 6%; with 50% employer match about $384,717 at 4% or $256,478 at 6%; with 100% employer match about $288,538 at 4% or $192,358 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 22 | $6,165,864 | $507,826 | $23,083iApproximate average salary by contribution assumption: employee only about $577,075 at 4% or $384,717 at 6%; with 50% employer match about $384,717 at 4% or $256,478 at 6%; with 100% employer match about $288,538 at 4% or $192,358 at 6%. |
| 2018 | 1 | 19 | $5,279,450 | $472,697 | $24,879iApproximate average salary by contribution assumption: employee only about $621,970 at 4% or $414,646 at 6%; with 50% employer match about $414,646 at 4% or $276,431 at 6%; with 100% employer match about $310,985 at 4% or $207,323 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 19 | $5,279,450 | $472,697 | $24,879iApproximate average salary by contribution assumption: employee only about $621,970 at 4% or $414,646 at 6%; with 50% employer match about $414,646 at 4% or $276,431 at 6%; with 100% employer match about $310,985 at 4% or $207,323 at 6%. |
| 2017 | 1 | 16 | $6,120,858 | $378,259 | $23,641iApproximate average salary by contribution assumption: employee only about $591,030 at 4% or $394,020 at 6%; with 50% employer match about $394,020 at 4% or $262,680 at 6%; with 100% employer match about $295,515 at 4% or $197,010 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 16 | $6,120,858 | $378,259 | $23,641iApproximate average salary by contribution assumption: employee only about $591,030 at 4% or $394,020 at 6%; with 50% employer match about $394,020 at 4% or $262,680 at 6%; with 100% employer match about $295,515 at 4% or $197,010 at 6%. |
| 2016 | 1 | 13 | $4,944,640 | $334,009 | $25,693iApproximate average salary by contribution assumption: employee only about $642,325 at 4% or $428,217 at 6%; with 50% employer match about $428,217 at 4% or $285,478 at 6%; with 100% employer match about $321,163 at 4% or $214,108 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 13 | $4,944,640 | $334,009 | $25,693iApproximate average salary by contribution assumption: employee only about $642,325 at 4% or $428,217 at 6%; with 50% employer match about $428,217 at 4% or $285,478 at 6%; with 100% employer match about $321,163 at 4% or $214,108 at 6%. |
| 2015 | 1 | 15 | $4,541,315 | $359,416 | $23,961iApproximate average salary by contribution assumption: employee only about $599,027 at 4% or $399,351 at 6%; with 50% employer match about $399,351 at 4% or $266,234 at 6%; with 100% employer match about $299,513 at 4% or $199,676 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 15 | $4,541,315 | $359,416 | $23,961iApproximate average salary by contribution assumption: employee only about $599,027 at 4% or $399,351 at 6%; with 50% employer match about $399,351 at 4% or $266,234 at 6%; with 100% employer match about $299,513 at 4% or $199,676 at 6%. |
| 2014 | 1 | 14 | $4,313,866 | $377,234 | $26,945iApproximate average salary by contribution assumption: employee only about $673,632 at 4% or $449,088 at 6%; with 50% employer match about $449,088 at 4% or $299,392 at 6%; with 100% employer match about $336,816 at 4% or $224,544 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 14 | $4,313,866 | $377,234 | $26,945iApproximate average salary by contribution assumption: employee only about $673,632 at 4% or $449,088 at 6%; with 50% employer match about $449,088 at 4% or $299,392 at 6%; with 100% employer match about $336,816 at 4% or $224,544 at 6%. |
| 2013 | 1 | 14 | $3,860,472 | $407,865 | $29,133iApproximate average salary by contribution assumption: employee only about $728,330 at 4% or $485,554 at 6%; with 50% employer match about $485,554 at 4% or $323,702 at 6%; with 100% employer match about $364,165 at 4% or $242,777 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 14 | $3,860,472 | $407,865 | $29,133iApproximate average salary by contribution assumption: employee only about $728,330 at 4% or $485,554 at 6%; with 50% employer match about $485,554 at 4% or $323,702 at 6%; with 100% employer match about $364,165 at 4% or $242,777 at 6%. |
| 2012 | 1 | 14 | $2,904,710 | $392,878 | $28,063iApproximate average salary by contribution assumption: employee only about $701,568 at 4% or $467,712 at 6%; with 50% employer match about $467,712 at 4% or $311,808 at 6%; with 100% employer match about $350,784 at 4% or $233,856 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 14 | $2,904,710 | $392,878 | $28,063iApproximate average salary by contribution assumption: employee only about $701,568 at 4% or $467,712 at 6%; with 50% employer match about $467,712 at 4% or $311,808 at 6%; with 100% employer match about $350,784 at 4% or $233,856 at 6%. |
| 2011 | 1 | 13 | $2,229,878 | $363,678 | $27,975iApproximate average salary by contribution assumption: employee only about $699,381 at 4% or $466,254 at 6%; with 50% employer match about $466,254 at 4% or $310,836 at 6%; with 100% employer match about $349,690 at 4% or $233,127 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 13 | $2,229,878 | $363,678 | $27,975iApproximate average salary by contribution assumption: employee only about $699,381 at 4% or $466,254 at 6%; with 50% employer match about $466,254 at 4% or $310,836 at 6%; with 100% employer match about $349,690 at 4% or $233,127 at 6%. |
| 2010 | 1 | 14 | $1,974,608 | $351,410 | $25,101iApproximate average salary by contribution assumption: employee only about $627,518 at 4% or $418,345 at 6%; with 50% employer match about $418,345 at 4% or $278,897 at 6%; with 100% employer match about $313,759 at 4% or $209,173 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 14 | $1,974,608 | $351,410 | $25,101iApproximate average salary by contribution assumption: employee only about $627,518 at 4% or $418,345 at 6%; with 50% employer match about $418,345 at 4% or $278,897 at 6%; with 100% employer match about $313,759 at 4% or $209,173 at 6%. |
| 2009 | 1 | 14 | $1,521,705 | $354,241 | $25,303iApproximate average salary by contribution assumption: employee only about $632,573 at 4% or $421,715 at 6%; with 50% employer match about $421,715 at 4% or $281,144 at 6%; with 100% employer match about $316,287 at 4% or $210,858 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 14 | $1,521,705 | $354,241 | $25,303iApproximate average salary by contribution assumption: employee only about $632,573 at 4% or $421,715 at 6%; with 50% employer match about $421,715 at 4% or $281,144 at 6%; with 100% employer match about $316,287 at 4% or $210,858 at 6%. |
| 2008 | 1 | 14 | $1,015,221 | $350,549 | $25,039iApproximate average salary by contribution assumption: employee only about $625,980 at 4% or $417,320 at 6%; with 50% employer match about $417,320 at 4% or $278,213 at 6%; with 100% employer match about $312,990 at 4% or $208,660 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 14 | $1,015,221 | $350,549 | $25,039iApproximate average salary by contribution assumption: employee only about $625,980 at 4% or $417,320 at 6%; with 50% employer match about $417,320 at 4% or $278,213 at 6%; with 100% employer match about $312,990 at 4% or $208,660 at 6%. |
| 2007 | 1 | 11 | $1,105,121 | $312,320 | $28,393iApproximate average salary by contribution assumption: employee only about $709,818 at 4% or $473,212 at 6%; with 50% employer match about $473,212 at 4% or $315,475 at 6%; with 100% employer match about $354,909 at 4% or $236,606 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 11 | $1,105,121 | $312,320 | $28,393iApproximate average salary by contribution assumption: employee only about $709,818 at 4% or $473,212 at 6%; with 50% employer match about $473,212 at 4% or $315,475 at 6%; with 100% employer match about $354,909 at 4% or $236,606 at 6%. |
| 2006 | 1 | 10 | $725,107 | $304,670 | $30,467iApproximate average salary by contribution assumption: employee only about $761,675 at 4% or $507,783 at 6%; with 50% employer match about $507,783 at 4% or $338,522 at 6%; with 100% employer match about $380,838 at 4% or $253,892 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 10 | $725,107 | $304,670 | $30,467iApproximate average salary by contribution assumption: employee only about $761,675 at 4% or $507,783 at 6%; with 50% employer match about $507,783 at 4% or $338,522 at 6%; with 100% employer match about $380,838 at 4% or $253,892 at 6%. |
| 2005 | 1 | 7 | $366,619 | $213,225 | $30,461iApproximate average salary by contribution assumption: employee only about $761,518 at 4% or $507,679 at 6%; with 50% employer match about $507,679 at 4% or $338,452 at 6%; with 100% employer match about $380,759 at 4% or $253,839 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 7 | $366,619 | $213,225 | $30,461iApproximate average salary by contribution assumption: employee only about $761,518 at 4% or $507,679 at 6%; with 50% employer match about $507,679 at 4% or $338,452 at 6%; with 100% employer match about $380,759 at 4% or $253,839 at 6%. |
| 2004 | 1 | 6 | $139,300 | $139,106 | $23,184iApproximate average salary by contribution assumption: employee only about $579,608 at 4% or $386,406 at 6%; with 50% employer match about $386,406 at 4% or $257,604 at 6%; with 100% employer match about $289,804 at 4% or $193,203 at 6%. |
| Fillmore Capital Partners LLC 401(K) Plan | - | 6 | $139,300 | $139,106 | $23,184iApproximate average salary by contribution assumption: employee only about $579,608 at 4% or $386,406 at 6%; with 50% employer match about $386,406 at 4% or $257,604 at 6%; with 100% employer match about $289,804 at 4% or $193,203 at 6%. |