Civic Intelligence

Christenson Investment Partner

Plan context: Christenson Investment Partner 401 K Profit Sharing Plan Trust

EIN 20-0798041 • Conshohocken, PA • 32 filings • 6 plans

300 Barr Harbor DrSte 138Conshohocken, PA 19428
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,703,567

2024 Contributions

$228,288

Historical Graphs

Total Assets Over Time

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

$8,983,695$4,491,848$0200420142024YearValue
$3,703,567Latest year 2024

Participants Over Time

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

420200420142024YearValue
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$3,703,567$228,288$76,096iApproximate average salary by contribution assumption: employee only about $1,902,400 at 4% or $1,268,267 at 6%; with 50% employer match about $1,268,267 at 4% or $845,511 at 6%; with 100% employer match about $951,200 at 4% or $634,133 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-3$3,703,567$228,288$76,096iApproximate average salary by contribution assumption: employee only about $1,902,400 at 4% or $1,268,267 at 6%; with 50% employer match about $1,268,267 at 4% or $845,511 at 6%; with 100% employer match about $951,200 at 4% or $634,133 at 6%.
202314$4,477,738$295,796$73,949iApproximate average salary by contribution assumption: employee only about $1,848,725 at 4% or $1,232,483 at 6%; with 50% employer match about $1,232,483 at 4% or $821,656 at 6%; with 100% employer match about $924,363 at 4% or $616,242 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$4,477,738$295,796$73,949iApproximate average salary by contribution assumption: employee only about $1,848,725 at 4% or $1,232,483 at 6%; with 50% employer match about $1,232,483 at 4% or $821,656 at 6%; with 100% employer match about $924,363 at 4% or $616,242 at 6%.
202234$3,621,881$763,619$190,905iApproximate average salary by contribution assumption: employee only about $4,772,619 at 4% or $3,181,746 at 6%; with 50% employer match about $3,181,746 at 4% or $2,121,164 at 6%; with 100% employer match about $2,386,309 at 4% or $1,590,873 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$3,594,261$219,869$54,967iApproximate average salary by contribution assumption: employee only about $1,374,181 at 4% or $916,121 at 6%; with 50% employer match about $916,121 at 4% or $610,747 at 6%; with 100% employer match about $687,091 at 4% or $458,060 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$27,620$543,750$135,938iApproximate average salary by contribution assumption: employee only about $3,398,438 at 4% or $2,265,625 at 6%; with 50% employer match about $2,265,625 at 4% or $1,510,417 at 6%; with 100% employer match about $1,699,219 at 4% or $1,132,813 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-0$0$0-
202124$8,983,695$884,474$221,119iApproximate average salary by contribution assumption: employee only about $5,527,963 at 4% or $3,685,308 at 6%; with 50% employer match about $3,685,308 at 4% or $2,456,872 at 6%; with 100% employer match about $2,763,981 at 4% or $1,842,654 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$5,114,525$656,000$164,000iApproximate average salary by contribution assumption: employee only about $4,100,000 at 4% or $2,733,333 at 6%; with 50% employer match about $2,733,333 at 4% or $1,822,222 at 6%; with 100% employer match about $2,050,000 at 4% or $1,366,667 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$3,869,170$228,474$57,119iApproximate average salary by contribution assumption: employee only about $1,427,963 at 4% or $951,975 at 6%; with 50% employer match about $951,975 at 4% or $634,650 at 6%; with 100% employer match about $713,981 at 4% or $475,988 at 6%.
202024$7,231,960$881,704$220,426iApproximate average salary by contribution assumption: employee only about $5,510,650 at 4% or $3,673,767 at 6%; with 50% employer match about $3,673,767 at 4% or $2,449,178 at 6%; with 100% employer match about $2,755,325 at 4% or $1,836,883 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$4,045,790$655,500$163,875iApproximate average salary by contribution assumption: employee only about $4,096,875 at 4% or $2,731,250 at 6%; with 50% employer match about $2,731,250 at 4% or $1,820,833 at 6%; with 100% employer match about $2,048,438 at 4% or $1,365,625 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$3,186,170$226,204$56,551iApproximate average salary by contribution assumption: employee only about $1,413,775 at 4% or $942,517 at 6%; with 50% employer match about $942,517 at 4% or $628,344 at 6%; with 100% employer match about $706,888 at 4% or $471,258 at 6%.
201924$5,816,774$875,173$218,793iApproximate average salary by contribution assumption: employee only about $5,469,831 at 4% or $3,646,554 at 6%; with 50% employer match about $3,646,554 at 4% or $2,431,036 at 6%; with 100% employer match about $2,734,916 at 4% or $1,823,277 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$3,078,343$655,000$163,750iApproximate average salary by contribution assumption: employee only about $4,093,750 at 4% or $2,729,167 at 6%; with 50% employer match about $2,729,167 at 4% or $1,819,444 at 6%; with 100% employer match about $2,046,875 at 4% or $1,364,583 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$2,738,431$220,173$55,043iApproximate average salary by contribution assumption: employee only about $1,376,081 at 4% or $917,388 at 6%; with 50% employer match about $917,388 at 4% or $611,592 at 6%; with 100% employer match about $688,041 at 4% or $458,694 at 6%.
201824$4,272,688$526,048$131,512iApproximate average salary by contribution assumption: employee only about $3,287,800 at 4% or $2,191,867 at 6%; with 50% employer match about $2,191,867 at 4% or $1,461,244 at 6%; with 100% employer match about $1,643,900 at 4% or $1,095,933 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$2,145,649$193,892$48,473iApproximate average salary by contribution assumption: employee only about $1,211,825 at 4% or $807,883 at 6%; with 50% employer match about $807,883 at 4% or $538,589 at 6%; with 100% employer match about $605,913 at 4% or $403,942 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$2,127,039$332,156$83,039iApproximate average salary by contribution assumption: employee only about $2,075,975 at 4% or $1,383,983 at 6%; with 50% employer match about $1,383,983 at 4% or $922,656 at 6%; with 100% employer match about $1,037,988 at 4% or $691,992 at 6%.
201724$4,031,794$497,794$124,449iApproximate average salary by contribution assumption: employee only about $3,111,213 at 4% or $2,074,142 at 6%; with 50% employer match about $2,074,142 at 4% or $1,382,761 at 6%; with 100% employer match about $1,555,606 at 4% or $1,037,071 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$2,048,755$168,794$42,199iApproximate average salary by contribution assumption: employee only about $1,054,963 at 4% or $703,308 at 6%; with 50% employer match about $703,308 at 4% or $468,872 at 6%; with 100% employer match about $527,481 at 4% or $351,654 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$1,983,039$329,000$82,250iApproximate average salary by contribution assumption: employee only about $2,056,250 at 4% or $1,370,833 at 6%; with 50% employer match about $1,370,833 at 4% or $913,889 at 6%; with 100% employer match about $1,028,125 at 4% or $685,417 at 6%.
201624$3,069,214$498,333$124,583iApproximate average salary by contribution assumption: employee only about $3,114,581 at 4% or $2,076,388 at 6%; with 50% employer match about $2,076,388 at 4% or $1,384,258 at 6%; with 100% employer match about $1,557,291 at 4% or $1,038,194 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$1,646,494$169,333$42,333iApproximate average salary by contribution assumption: employee only about $1,058,331 at 4% or $705,554 at 6%; with 50% employer match about $705,554 at 4% or $470,369 at 6%; with 100% employer match about $529,166 at 4% or $352,777 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$1,422,720$329,000$82,250iApproximate average salary by contribution assumption: employee only about $2,056,250 at 4% or $1,370,833 at 6%; with 50% employer match about $1,370,833 at 4% or $913,889 at 6%; with 100% employer match about $1,028,125 at 4% or $685,417 at 6%.
201524$2,330,745$494,201$123,550iApproximate average salary by contribution assumption: employee only about $3,088,756 at 4% or $2,059,171 at 6%; with 50% employer match about $2,059,171 at 4% or $1,372,781 at 6%; with 100% employer match about $1,544,378 at 4% or $1,029,585 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$1,377,736$165,615$41,404iApproximate average salary by contribution assumption: employee only about $1,035,094 at 4% or $690,063 at 6%; with 50% employer match about $690,063 at 4% or $460,042 at 6%; with 100% employer match about $517,547 at 4% or $345,031 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$953,009$328,586$82,147iApproximate average salary by contribution assumption: employee only about $2,053,663 at 4% or $1,369,108 at 6%; with 50% employer match about $1,369,108 at 4% or $912,739 at 6%; with 100% employer match about $1,026,831 at 4% or $684,554 at 6%.
201424$1,930,385$477,354$119,339iApproximate average salary by contribution assumption: employee only about $2,983,463 at 4% or $1,988,975 at 6%; with 50% employer match about $1,988,975 at 4% or $1,325,983 at 6%; with 100% employer match about $1,491,731 at 4% or $994,488 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$1,254,841$148,966$37,242iApproximate average salary by contribution assumption: employee only about $931,038 at 4% or $620,692 at 6%; with 50% employer match about $620,692 at 4% or $413,794 at 6%; with 100% employer match about $465,519 at 4% or $310,346 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$675,544$328,388$82,097iApproximate average salary by contribution assumption: employee only about $2,052,425 at 4% or $1,368,283 at 6%; with 50% employer match about $1,368,283 at 4% or $912,189 at 6%; with 100% employer match about $1,026,213 at 4% or $684,142 at 6%.
201324$1,368,530$428,014$107,004iApproximate average salary by contribution assumption: employee only about $2,675,088 at 4% or $1,783,392 at 6%; with 50% employer match about $1,783,392 at 4% or $1,188,928 at 6%; with 100% employer match about $1,337,544 at 4% or $891,696 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$1,032,054$99,880$24,970iApproximate average salary by contribution assumption: employee only about $624,250 at 4% or $416,167 at 6%; with 50% employer match about $416,167 at 4% or $277,444 at 6%; with 100% employer match about $312,125 at 4% or $208,083 at 6%.
Christenson Investment Partners LLC Cash Balance Plan-4$336,476$328,134$82,034iApproximate average salary by contribution assumption: employee only about $2,050,838 at 4% or $1,367,225 at 6%; with 50% employer match about $1,367,225 at 4% or $911,483 at 6%; with 100% employer match about $1,025,419 at 4% or $683,613 at 6%.
201214$783,192$95,459$23,865iApproximate average salary by contribution assumption: employee only about $596,619 at 4% or $397,746 at 6%; with 50% employer match about $397,746 at 4% or $265,164 at 6%; with 100% employer match about $298,309 at 4% or $198,873 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$783,192$95,459$23,865iApproximate average salary by contribution assumption: employee only about $596,619 at 4% or $397,746 at 6%; with 50% employer match about $397,746 at 4% or $265,164 at 6%; with 100% employer match about $298,309 at 4% or $198,873 at 6%.
201114$610,793$93,370$23,343iApproximate average salary by contribution assumption: employee only about $583,563 at 4% or $389,042 at 6%; with 50% employer match about $389,042 at 4% or $259,361 at 6%; with 100% employer match about $291,781 at 4% or $194,521 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$610,793$93,370$23,343iApproximate average salary by contribution assumption: employee only about $583,563 at 4% or $389,042 at 6%; with 50% employer match about $389,042 at 4% or $259,361 at 6%; with 100% employer match about $291,781 at 4% or $194,521 at 6%.
201014$526,155$92,798$23,200iApproximate average salary by contribution assumption: employee only about $579,988 at 4% or $386,658 at 6%; with 50% employer match about $386,658 at 4% or $257,772 at 6%; with 100% employer match about $289,994 at 4% or $193,329 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$526,155$92,798$23,200iApproximate average salary by contribution assumption: employee only about $579,988 at 4% or $386,658 at 6%; with 50% employer match about $386,658 at 4% or $257,772 at 6%; with 100% employer match about $289,994 at 4% or $193,329 at 6%.
200914$370,910$94,967$23,742iApproximate average salary by contribution assumption: employee only about $593,544 at 4% or $395,696 at 6%; with 50% employer match about $395,696 at 4% or $263,797 at 6%; with 100% employer match about $296,772 at 4% or $197,848 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$370,910$94,967$23,742iApproximate average salary by contribution assumption: employee only about $593,544 at 4% or $395,696 at 6%; with 50% employer match about $395,696 at 4% or $263,797 at 6%; with 100% employer match about $296,772 at 4% or $197,848 at 6%.
200814$217,026$89,948$22,487iApproximate average salary by contribution assumption: employee only about $562,175 at 4% or $374,783 at 6%; with 50% employer match about $374,783 at 4% or $249,856 at 6%; with 100% employer match about $281,088 at 4% or $187,392 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$217,026$89,948$22,487iApproximate average salary by contribution assumption: employee only about $562,175 at 4% or $374,783 at 6%; with 50% employer match about $374,783 at 4% or $249,856 at 6%; with 100% employer match about $281,088 at 4% or $187,392 at 6%.
200714$250,848$72,872$18,218iApproximate average salary by contribution assumption: employee only about $455,450 at 4% or $303,633 at 6%; with 50% employer match about $303,633 at 4% or $202,422 at 6%; with 100% employer match about $227,725 at 4% or $151,817 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$250,848$72,872$18,218iApproximate average salary by contribution assumption: employee only about $455,450 at 4% or $303,633 at 6%; with 50% employer match about $303,633 at 4% or $202,422 at 6%; with 100% employer match about $227,725 at 4% or $151,817 at 6%.
200614$172,035$146,298$36,575iApproximate average salary by contribution assumption: employee only about $914,363 at 4% or $609,575 at 6%; with 50% employer match about $609,575 at 4% or $406,383 at 6%; with 100% employer match about $457,181 at 4% or $304,788 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-4$172,035$146,298$36,575iApproximate average salary by contribution assumption: employee only about $914,363 at 4% or $609,575 at 6%; with 50% employer match about $609,575 at 4% or $406,383 at 6%; with 100% employer match about $457,181 at 4% or $304,788 at 6%.
200512$14,839$0-
Christenson Investment Partner 401 K Profit Sharing Plan Trust-2$14,839--
200411$14,317$13,650$13,650iApproximate average salary by contribution assumption: employee only about $341,250 at 4% or $227,500 at 6%; with 50% employer match about $227,500 at 4% or $151,667 at 6%; with 100% employer match about $170,625 at 4% or $113,750 at 6%.
Christenson Investment Partner 401 K Profit Sharing Plan Trust-1$14,317$13,650$13,650iApproximate average salary by contribution assumption: employee only about $341,250 at 4% or $227,500 at 6%; with 50% employer match about $227,500 at 4% or $151,667 at 6%; with 100% employer match about $170,625 at 4% or $113,750 at 6%.