Civic Intelligence

Partners & Napier Inc.

Plan context: THE PARTNERS & NAPIER 401(K) PLAN

EIN 20-0703363 • 22 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

145

2024 Assets

$3,810,978

2024 Contributions

$219

Historical Graphs

Total Assets Over Time

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

$3,810,978$1,905,489$0200420062009YearValue
$3,810,978Latest year 2009

Participants Over Time

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

165830200420142024YearValue
145Latest 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
20241145$0$0-
Partners & Napier Inc. Health and Welfare Plan-145---
20231145$0$0-
Partners & Napier Inc. Health and Welfare Plan-145---
20221165$0$0-
Partners & Napier Inc. Health and Welfare Plan-165---
20211159$0$0-
Partners & Napier Inc. Health and Welfare Plan-159---
20201144$0$0-
Partners & Napier Inc. Health and Welfare Plan-144---
20191160$0$0-
Partners & Napier Inc. Health and Welfare Plan-160---
20181151$0$0-
Partners & Napier Inc. Health and Welfare Plan-151---
20171102$0$0-
Partners & Napier Inc. Health and Welfare Plan-102---
20161103$0$0-
Partners & Napier Inc. Health and Welfare Plan-103---
201510$0$0-
Partners & Napier Inc. Health and Welfare Plan-----
20141104$0$0-
Partners & Napier Inc. Health and Welfare Plan-104---
20131110$0$0-
Partners & Napier Inc. Health and Welfare Plan-110---
20121102$0$0-
Partners & Napier Inc. Health and Welfare Plan-102---
20111105$0$0-
Partners & Napier Inc. Health and Welfare Plan-105---
20102109$0$219$2iApproximate average salary by contribution assumption: employee only about $50 at 4% or $33 at 6%; with 50% employer match about $33 at 4% or $22 at 6%; with 100% employer match about $25 at 4% or $17 at 6%.
Partners & Napier Inc. Health and Welfare Plan-109---
THE PARTNERS & NAPIER 401(K) PLAN-0-$219-
20091113$3,810,978$732,307$6,481iApproximate average salary by contribution assumption: employee only about $162,015 at 4% or $108,010 at 6%; with 50% employer match about $108,010 at 4% or $72,007 at 6%; with 100% employer match about $81,007 at 4% or $54,005 at 6%.
THE PARTNERS & NAPIER 401(K) PLAN-113$3,810,978$732,307$6,481iApproximate average salary by contribution assumption: employee only about $162,015 at 4% or $108,010 at 6%; with 50% employer match about $108,010 at 4% or $72,007 at 6%; with 100% employer match about $81,007 at 4% or $54,005 at 6%.
2008186$2,399,560$646,283$7,515iApproximate average salary by contribution assumption: employee only about $187,873 at 4% or $125,249 at 6%; with 50% employer match about $125,249 at 4% or $83,499 at 6%; with 100% employer match about $93,936 at 4% or $62,624 at 6%.
THE PARTNERS & NAPIER 401K PLAN-86$2,399,560$646,283$7,515iApproximate average salary by contribution assumption: employee only about $187,873 at 4% or $125,249 at 6%; with 50% employer match about $125,249 at 4% or $83,499 at 6%; with 100% employer match about $93,936 at 4% or $62,624 at 6%.
2007182$0$0-
THE PARTNERS & NAPIER 401K PLAN-82---
2006192$2,587,223$581,609$6,322iApproximate average salary by contribution assumption: employee only about $158,046 at 4% or $105,364 at 6%; with 50% employer match about $105,364 at 4% or $70,243 at 6%; with 100% employer match about $79,023 at 4% or $52,682 at 6%.
THE PARTNERS & NAPIER 401K PLAN-92$2,587,223$581,609$6,322iApproximate average salary by contribution assumption: employee only about $158,046 at 4% or $105,364 at 6%; with 50% employer match about $105,364 at 4% or $70,243 at 6%; with 100% employer match about $79,023 at 4% or $52,682 at 6%.
2005182$1,795,658$500,281$6,101iApproximate average salary by contribution assumption: employee only about $152,525 at 4% or $101,683 at 6%; with 50% employer match about $101,683 at 4% or $67,789 at 6%; with 100% employer match about $76,262 at 4% or $50,842 at 6%.
THE PARTNERS & NAPIER 401K PLAN-82$1,795,658$500,281$6,101iApproximate average salary by contribution assumption: employee only about $152,525 at 4% or $101,683 at 6%; with 50% employer match about $101,683 at 4% or $67,789 at 6%; with 100% employer match about $76,262 at 4% or $50,842 at 6%.
2004160$1,282,099$275,887$4,598iApproximate average salary by contribution assumption: employee only about $114,953 at 4% or $76,635 at 6%; with 50% employer match about $76,635 at 4% or $51,090 at 6%; with 100% employer match about $57,476 at 4% or $38,318 at 6%.
THE PARTNERS & NAPIER 401K PLAN-60$1,282,099$275,887$4,598iApproximate average salary by contribution assumption: employee only about $114,953 at 4% or $76,635 at 6%; with 50% employer match about $76,635 at 4% or $51,090 at 6%; with 100% employer match about $57,476 at 4% or $38,318 at 6%.