Civic Intelligence

Perennial Capital Advisors LLC

Plan context: Perennial Capital Advisors LLC Profit Sharing Plan

EIN 20-0342761 • 18 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,595,498

2024 Contributions

$120,000

Historical Graphs

Total Assets Over Time

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

$1,674,472$837,236$0200920172024YearValue
$1,595,498Latest year 2024

Participants Over Time

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

420200720162024YearValue
2Latest 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
202412$1,595,498$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-2$1,595,498$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
202312$1,674,472$103,100$51,550iApproximate average salary by contribution assumption: employee only about $1,288,750 at 4% or $859,167 at 6%; with 50% employer match about $859,167 at 4% or $572,778 at 6%; with 100% employer match about $644,375 at 4% or $429,583 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-2$1,674,472$103,100$51,550iApproximate average salary by contribution assumption: employee only about $1,288,750 at 4% or $859,167 at 6%; with 50% employer match about $859,167 at 4% or $572,778 at 6%; with 100% employer match about $644,375 at 4% or $429,583 at 6%.
202212$1,347,998$123,693$61,847iApproximate average salary by contribution assumption: employee only about $1,546,163 at 4% or $1,030,775 at 6%; with 50% employer match about $1,030,775 at 4% or $687,183 at 6%; with 100% employer match about $773,081 at 4% or $515,388 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-2$1,347,998$123,693$61,847iApproximate average salary by contribution assumption: employee only about $1,546,163 at 4% or $1,030,775 at 6%; with 50% employer match about $1,030,775 at 4% or $687,183 at 6%; with 100% employer match about $773,081 at 4% or $515,388 at 6%.
202112$1,407,449$116,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-2$1,407,449$116,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
202012$1,054,697$117,385$58,693iApproximate average salary by contribution assumption: employee only about $1,467,313 at 4% or $978,208 at 6%; with 50% employer match about $978,208 at 4% or $652,139 at 6%; with 100% employer match about $733,656 at 4% or $489,104 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-2$1,054,697$117,385$58,693iApproximate average salary by contribution assumption: employee only about $1,467,313 at 4% or $978,208 at 6%; with 50% employer match about $978,208 at 4% or $652,139 at 6%; with 100% employer match about $733,656 at 4% or $489,104 at 6%.
201913$1,058,088$117,391$39,130iApproximate average salary by contribution assumption: employee only about $978,258 at 4% or $652,172 at 6%; with 50% employer match about $652,172 at 4% or $434,781 at 6%; with 100% employer match about $489,129 at 4% or $326,086 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-3$1,058,088$117,391$39,130iApproximate average salary by contribution assumption: employee only about $978,258 at 4% or $652,172 at 6%; with 50% employer match about $652,172 at 4% or $434,781 at 6%; with 100% employer match about $489,129 at 4% or $326,086 at 6%.
201813$881,088$109,200$36,400iApproximate average salary by contribution assumption: employee only about $910,000 at 4% or $606,667 at 6%; with 50% employer match about $606,667 at 4% or $404,444 at 6%; with 100% employer match about $455,000 at 4% or $303,333 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-3$881,088$109,200$36,400iApproximate average salary by contribution assumption: employee only about $910,000 at 4% or $606,667 at 6%; with 50% employer match about $606,667 at 4% or $404,444 at 6%; with 100% employer match about $455,000 at 4% or $303,333 at 6%.
201714$778,034$106,150$26,538iApproximate average salary by contribution assumption: employee only about $663,438 at 4% or $442,292 at 6%; with 50% employer match about $442,292 at 4% or $294,861 at 6%; with 100% employer match about $331,719 at 4% or $221,146 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-4$778,034$106,150$26,538iApproximate average salary by contribution assumption: employee only about $663,438 at 4% or $442,292 at 6%; with 50% employer match about $442,292 at 4% or $294,861 at 6%; with 100% employer match about $331,719 at 4% or $221,146 at 6%.
201612$645,101$105,285$52,643iApproximate average salary by contribution assumption: employee only about $1,316,063 at 4% or $877,375 at 6%; with 50% employer match about $877,375 at 4% or $584,917 at 6%; with 100% employer match about $658,031 at 4% or $438,688 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-2$645,101$105,285$52,643iApproximate average salary by contribution assumption: employee only about $1,316,063 at 4% or $877,375 at 6%; with 50% employer match about $877,375 at 4% or $584,917 at 6%; with 100% employer match about $658,031 at 4% or $438,688 at 6%.
201513$533,264$61,640$20,547iApproximate average salary by contribution assumption: employee only about $513,667 at 4% or $342,444 at 6%; with 50% employer match about $342,444 at 4% or $228,296 at 6%; with 100% employer match about $256,833 at 4% or $171,222 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-3$533,264$61,640$20,547iApproximate average salary by contribution assumption: employee only about $513,667 at 4% or $342,444 at 6%; with 50% employer match about $342,444 at 4% or $228,296 at 6%; with 100% employer match about $256,833 at 4% or $171,222 at 6%.
201414$479,381$62,420$15,605iApproximate average salary by contribution assumption: employee only about $390,125 at 4% or $260,083 at 6%; with 50% employer match about $260,083 at 4% or $173,389 at 6%; with 100% employer match about $195,063 at 4% or $130,042 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-4$479,381$62,420$15,605iApproximate average salary by contribution assumption: employee only about $390,125 at 4% or $260,083 at 6%; with 50% employer match about $260,083 at 4% or $173,389 at 6%; with 100% employer match about $195,063 at 4% or $130,042 at 6%.
201312$414,945$70,784$35,392iApproximate average salary by contribution assumption: employee only about $884,800 at 4% or $589,867 at 6%; with 50% employer match about $589,867 at 4% or $393,244 at 6%; with 100% employer match about $442,400 at 4% or $294,933 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-2$414,945$70,784$35,392iApproximate average salary by contribution assumption: employee only about $884,800 at 4% or $589,867 at 6%; with 50% employer match about $589,867 at 4% or $393,244 at 6%; with 100% employer match about $442,400 at 4% or $294,933 at 6%.
201214$339,278$72,225$18,056iApproximate average salary by contribution assumption: employee only about $451,406 at 4% or $300,938 at 6%; with 50% employer match about $300,938 at 4% or $200,625 at 6%; with 100% employer match about $225,703 at 4% or $150,469 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-4$339,278$72,225$18,056iApproximate average salary by contribution assumption: employee only about $451,406 at 4% or $300,938 at 6%; with 50% employer match about $300,938 at 4% or $200,625 at 6%; with 100% employer match about $225,703 at 4% or $150,469 at 6%.
201113$265,767$55,109$18,370iApproximate average salary by contribution assumption: employee only about $459,242 at 4% or $306,161 at 6%; with 50% employer match about $306,161 at 4% or $204,107 at 6%; with 100% employer match about $229,621 at 4% or $153,081 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-3$265,767$55,109$18,370iApproximate average salary by contribution assumption: employee only about $459,242 at 4% or $306,161 at 6%; with 50% employer match about $306,161 at 4% or $204,107 at 6%; with 100% employer match about $229,621 at 4% or $153,081 at 6%.
201012$210,508$53,800$26,900iApproximate average salary by contribution assumption: employee only about $672,500 at 4% or $448,333 at 6%; with 50% employer match about $448,333 at 4% or $298,889 at 6%; with 100% employer match about $336,250 at 4% or $224,167 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-2$210,508$53,800$26,900iApproximate average salary by contribution assumption: employee only about $672,500 at 4% or $448,333 at 6%; with 50% employer match about $448,333 at 4% or $298,889 at 6%; with 100% employer match about $336,250 at 4% or $224,167 at 6%.
200913$165,171$53,900$17,967iApproximate average salary by contribution assumption: employee only about $449,167 at 4% or $299,444 at 6%; with 50% employer match about $299,444 at 4% or $199,630 at 6%; with 100% employer match about $224,583 at 4% or $149,722 at 6%.
Perennial Capital Advisors LLC Profit Sharing Plan-3$165,171$53,900$17,967iApproximate average salary by contribution assumption: employee only about $449,167 at 4% or $299,444 at 6%; with 50% employer match about $299,444 at 4% or $199,630 at 6%; with 100% employer match about $224,583 at 4% or $149,722 at 6%.
200812$0$0-
Perennial Capital Advisors LLC Profit Sharing Plan-2---
200712$0$0-
Perennial Capital Advisors LLC Profit Sharing Plan-2---