Civic Intelligence

ALERION PARTNERS, LLC

Plan context: ALERION PARTNERS LLC RETIREMENT PLAN

EIN 20-1203869 • Fairfield, CT • 31 filings • 2 plans

PO Box 276Fairfield, CT 06824
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,474,471

2024 Contributions

$77,330

Historical Graphs

Total Assets Over Time

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

$5,411,305$2,705,653$0200520152024YearValue
$1,474,471Latest year 2024

Participants Over Time

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

530200520152024YearValue
4Latest 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
202414$1,474,471$0-
ALERION PARTNERS LLC RETIREMENT PLAN-4$1,474,471$0-
202314$2,118,868$0-
ALERION PARTNERS LLC RETIREMENT PLAN-4$2,118,868$0-
202214$1,914,014$77,330$19,333iApproximate average salary by contribution assumption: employee only about $483,313 at 4% or $322,208 at 6%; with 50% employer match about $322,208 at 4% or $214,806 at 6%; with 100% employer match about $241,656 at 4% or $161,104 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-4$1,914,014$77,330$19,333iApproximate average salary by contribution assumption: employee only about $483,313 at 4% or $322,208 at 6%; with 50% employer match about $322,208 at 4% or $214,806 at 6%; with 100% employer match about $241,656 at 4% or $161,104 at 6%.
202114$2,157,673$127,792$31,948iApproximate average salary by contribution assumption: employee only about $798,700 at 4% or $532,467 at 6%; with 50% employer match about $532,467 at 4% or $354,978 at 6%; with 100% employer match about $399,350 at 4% or $266,233 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-4$2,157,673$127,792$31,948iApproximate average salary by contribution assumption: employee only about $798,700 at 4% or $532,467 at 6%; with 50% employer match about $532,467 at 4% or $354,978 at 6%; with 100% employer match about $399,350 at 4% or $266,233 at 6%.
202014$1,847,061$176,475$44,119iApproximate average salary by contribution assumption: employee only about $1,102,969 at 4% or $735,313 at 6%; with 50% employer match about $735,313 at 4% or $490,208 at 6%; with 100% employer match about $551,484 at 4% or $367,656 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-4$1,847,061$176,475$44,119iApproximate average salary by contribution assumption: employee only about $1,102,969 at 4% or $735,313 at 6%; with 50% employer match about $735,313 at 4% or $490,208 at 6%; with 100% employer match about $551,484 at 4% or $367,656 at 6%.
201924$1,502,164$158,224$39,556iApproximate average salary by contribution assumption: employee only about $988,900 at 4% or $659,267 at 6%; with 50% employer match about $659,267 at 4% or $439,511 at 6%; with 100% employer match about $494,450 at 4% or $329,633 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-4$1,502,164$87,249$21,812iApproximate average salary by contribution assumption: employee only about $545,306 at 4% or $363,538 at 6%; with 50% employer match about $363,538 at 4% or $242,358 at 6%; with 100% employer match about $272,653 at 4% or $181,769 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$0$70,975-
201825$1,406,496$614,377$122,875iApproximate average salary by contribution assumption: employee only about $3,071,885 at 4% or $2,047,923 at 6%; with 50% employer match about $2,047,923 at 4% or $1,365,282 at 6%; with 100% employer match about $1,535,943 at 4% or $1,023,962 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-5$1,403,473$207,962$41,592iApproximate average salary by contribution assumption: employee only about $1,039,810 at 4% or $693,207 at 6%; with 50% employer match about $693,207 at 4% or $462,138 at 6%; with 100% employer match about $519,905 at 4% or $346,603 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$3,023$406,415-
201725$5,411,305$888,514$177,703iApproximate average salary by contribution assumption: employee only about $4,442,570 at 4% or $2,961,713 at 6%; with 50% employer match about $2,961,713 at 4% or $1,974,476 at 6%; with 100% employer match about $2,221,285 at 4% or $1,480,857 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$4,161,766$704,514-
ALERION PARTNERS LLC RETIREMENT PLAN-5$1,249,539$184,000$36,800iApproximate average salary by contribution assumption: employee only about $920,000 at 4% or $613,333 at 6%; with 50% employer match about $613,333 at 4% or $408,889 at 6%; with 100% employer match about $460,000 at 4% or $306,667 at 6%.
201625$4,063,118$753,567$150,713iApproximate average salary by contribution assumption: employee only about $3,767,835 at 4% or $2,511,890 at 6%; with 50% employer match about $2,511,890 at 4% or $1,674,593 at 6%; with 100% employer match about $1,883,918 at 4% or $1,255,945 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$3,134,346$645,560-
ALERION PARTNERS LLC RETIREMENT PLAN-5$928,772$108,007$21,601iApproximate average salary by contribution assumption: employee only about $540,035 at 4% or $360,023 at 6%; with 50% employer match about $360,023 at 4% or $240,016 at 6%; with 100% employer match about $270,018 at 4% or $180,012 at 6%.
201525$3,083,059$870,026$174,005iApproximate average salary by contribution assumption: employee only about $4,350,130 at 4% or $2,900,087 at 6%; with 50% employer match about $2,900,087 at 4% or $1,933,391 at 6%; with 100% employer match about $2,175,065 at 4% or $1,450,043 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$2,332,262$667,779-
ALERION PARTNERS LLC RETIREMENT PLAN-5$750,797$202,247$40,449iApproximate average salary by contribution assumption: employee only about $1,011,235 at 4% or $674,157 at 6%; with 50% employer match about $674,157 at 4% or $449,438 at 6%; with 100% employer match about $505,618 at 4% or $337,078 at 6%.
201425$2,231,659$658,189$131,638iApproximate average salary by contribution assumption: employee only about $3,290,945 at 4% or $2,193,963 at 6%; with 50% employer match about $2,193,963 at 4% or $1,462,642 at 6%; with 100% employer match about $1,645,472 at 4% or $1,096,982 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$1,682,497$527,070-
ALERION PARTNERS LLC RETIREMENT PLAN-5$549,162$131,119$26,224iApproximate average salary by contribution assumption: employee only about $655,595 at 4% or $437,063 at 6%; with 50% employer match about $437,063 at 4% or $291,376 at 6%; with 100% employer match about $327,798 at 4% or $218,532 at 6%.
201325$1,496,039$589,348$117,870iApproximate average salary by contribution assumption: employee only about $2,946,740 at 4% or $1,964,493 at 6%; with 50% employer match about $1,964,493 at 4% or $1,309,662 at 6%; with 100% employer match about $1,473,370 at 4% or $982,247 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$1,088,207$467,430-
ALERION PARTNERS LLC RETIREMENT PLAN-5$407,832$121,918$24,384iApproximate average salary by contribution assumption: employee only about $609,590 at 4% or $406,393 at 6%; with 50% employer match about $406,393 at 4% or $270,929 at 6%; with 100% employer match about $304,795 at 4% or $203,197 at 6%.
201225$775,804$68,760$13,752iApproximate average salary by contribution assumption: employee only about $343,800 at 4% or $229,200 at 6%; with 50% employer match about $229,200 at 4% or $152,800 at 6%; with 100% employer match about $171,900 at 4% or $114,600 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$529,979$0-
ALERION PARTNERS LLC RETIREMENT PLAN-5$245,825$68,760$13,752iApproximate average salary by contribution assumption: employee only about $343,800 at 4% or $229,200 at 6%; with 50% employer match about $229,200 at 4% or $152,800 at 6%; with 100% employer match about $171,900 at 4% or $114,600 at 6%.
201125$679,608$6,780$1,356iApproximate average salary by contribution assumption: employee only about $33,900 at 4% or $22,600 at 6%; with 50% employer match about $22,600 at 4% or $15,067 at 6%; with 100% employer match about $16,950 at 4% or $11,300 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$462,001$0-
ALERION PARTNERS LLC RETIREMENT PLAN-5$217,607$6,780$1,356iApproximate average salary by contribution assumption: employee only about $33,900 at 4% or $22,600 at 6%; with 50% employer match about $22,600 at 4% or $15,067 at 6%; with 100% employer match about $16,950 at 4% or $11,300 at 6%.
201025$775,435$305,664$61,133iApproximate average salary by contribution assumption: employee only about $1,528,320 at 4% or $1,018,880 at 6%; with 50% employer match about $1,018,880 at 4% or $679,253 at 6%; with 100% employer match about $764,160 at 4% or $509,440 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$534,151$275,477-
ALERION PARTNERS LLC RETIREMENT PLAN-5$241,284$30,187$6,037iApproximate average salary by contribution assumption: employee only about $150,935 at 4% or $100,623 at 6%; with 50% employer match about $100,623 at 4% or $67,082 at 6%; with 100% employer match about $75,468 at 4% or $50,312 at 6%.
200925$451,887$321,294$64,259iApproximate average salary by contribution assumption: employee only about $1,606,470 at 4% or $1,070,980 at 6%; with 50% employer match about $1,070,980 at 4% or $713,987 at 6%; with 100% employer match about $803,235 at 4% or $535,490 at 6%.
ALERION PARTNERS DEFINED BENEFIT PLAN-0$258,665$258,665-
ALERION PARTNERS LLC RETIREMENT PLAN-5$193,222$62,629$12,526iApproximate average salary by contribution assumption: employee only about $313,145 at 4% or $208,763 at 6%; with 50% employer match about $208,763 at 4% or $139,176 at 6%; with 100% employer match about $156,573 at 4% or $104,382 at 6%.
200815$109,859$6,162$1,232iApproximate average salary by contribution assumption: employee only about $30,810 at 4% or $20,540 at 6%; with 50% employer match about $20,540 at 4% or $13,693 at 6%; with 100% employer match about $15,405 at 4% or $10,270 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-5$109,859$6,162$1,232iApproximate average salary by contribution assumption: employee only about $30,810 at 4% or $20,540 at 6%; with 50% employer match about $20,540 at 4% or $13,693 at 6%; with 100% employer match about $15,405 at 4% or $10,270 at 6%.
200715$137,326$5,652$1,130iApproximate average salary by contribution assumption: employee only about $28,260 at 4% or $18,840 at 6%; with 50% employer match about $18,840 at 4% or $12,560 at 6%; with 100% employer match about $14,130 at 4% or $9,420 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-5$137,326$5,652$1,130iApproximate average salary by contribution assumption: employee only about $28,260 at 4% or $18,840 at 6%; with 50% employer match about $18,840 at 4% or $12,560 at 6%; with 100% employer match about $14,130 at 4% or $9,420 at 6%.
200615$126,755$60,196$12,039iApproximate average salary by contribution assumption: employee only about $300,980 at 4% or $200,653 at 6%; with 50% employer match about $200,653 at 4% or $133,769 at 6%; with 100% employer match about $150,490 at 4% or $100,327 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-5$126,755$60,196$12,039iApproximate average salary by contribution assumption: employee only about $300,980 at 4% or $200,653 at 6%; with 50% employer match about $200,653 at 4% or $133,769 at 6%; with 100% employer match about $150,490 at 4% or $100,327 at 6%.
200515$61,960$61,960$12,392iApproximate average salary by contribution assumption: employee only about $309,800 at 4% or $206,533 at 6%; with 50% employer match about $206,533 at 4% or $137,689 at 6%; with 100% employer match about $154,900 at 4% or $103,267 at 6%.
ALERION PARTNERS LLC RETIREMENT PLAN-5$61,960$61,960$12,392iApproximate average salary by contribution assumption: employee only about $309,800 at 4% or $206,533 at 6%; with 50% employer match about $206,533 at 4% or $137,689 at 6%; with 100% employer match about $154,900 at 4% or $103,267 at 6%.