Civic Intelligence

Western Reserve Partners LLC

Plan context: Western Reserve Partners 401K Profit Sharing Plan

EIN 20-1271519 • Cleveland, OH • 13 filings • 2 plans

200 Public Square, Suite 3750Cleveland, OH 44114
Current Snapshot

Latest Year

2017

2017 Participants

40

2017 Assets

$3,457,021

2017 Contributions

$145,628

Historical Graphs

Total Assets Over Time

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

$4,723,025$2,361,513$0200520112016YearValue
$3,457,021Latest year 2016

Participants Over Time

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

40200200520112016YearValue
40Latest year 2016

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
201710$0$145,628-
Western Reserve Partners 401K Profit Sharing Plan-0$0$145,628-
2016140$3,457,021$623,937$15,598iApproximate average salary by contribution assumption: employee only about $389,961 at 4% or $259,974 at 6%; with 50% employer match about $259,974 at 4% or $173,316 at 6%; with 100% employer match about $194,980 at 4% or $129,987 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-40$3,457,021$623,937$15,598iApproximate average salary by contribution assumption: employee only about $389,961 at 4% or $259,974 at 6%; with 50% employer match about $259,974 at 4% or $173,316 at 6%; with 100% employer match about $194,980 at 4% or $129,987 at 6%.
2015137$2,556,936$357,124$9,652iApproximate average salary by contribution assumption: employee only about $241,300 at 4% or $160,867 at 6%; with 50% employer match about $160,867 at 4% or $107,244 at 6%; with 100% employer match about $120,650 at 4% or $80,433 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-37$2,556,936$357,124$9,652iApproximate average salary by contribution assumption: employee only about $241,300 at 4% or $160,867 at 6%; with 50% employer match about $160,867 at 4% or $107,244 at 6%; with 100% employer match about $120,650 at 4% or $80,433 at 6%.
2014140$3,455,910$347,204$8,680iApproximate average salary by contribution assumption: employee only about $217,003 at 4% or $144,668 at 6%; with 50% employer match about $144,668 at 4% or $96,446 at 6%; with 100% employer match about $108,501 at 4% or $72,334 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-40$3,455,910$347,204$8,680iApproximate average salary by contribution assumption: employee only about $217,003 at 4% or $144,668 at 6%; with 50% employer match about $144,668 at 4% or $96,446 at 6%; with 100% employer match about $108,501 at 4% or $72,334 at 6%.
2013138$4,723,025$405,930$10,682iApproximate average salary by contribution assumption: employee only about $267,059 at 4% or $178,039 at 6%; with 50% employer match about $178,039 at 4% or $118,693 at 6%; with 100% employer match about $133,530 at 4% or $89,020 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-38$4,723,025$405,930$10,682iApproximate average salary by contribution assumption: employee only about $267,059 at 4% or $178,039 at 6%; with 50% employer match about $178,039 at 4% or $118,693 at 6%; with 100% employer match about $133,530 at 4% or $89,020 at 6%.
2012139$3,951,444$413,636$10,606iApproximate average salary by contribution assumption: employee only about $265,151 at 4% or $176,768 at 6%; with 50% employer match about $176,768 at 4% or $117,845 at 6%; with 100% employer match about $132,576 at 4% or $88,384 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-39$3,951,444$413,636$10,606iApproximate average salary by contribution assumption: employee only about $265,151 at 4% or $176,768 at 6%; with 50% employer match about $176,768 at 4% or $117,845 at 6%; with 100% employer match about $132,576 at 4% or $88,384 at 6%.
2011129$3,171,540$295,426$10,187iApproximate average salary by contribution assumption: employee only about $254,678 at 4% or $169,785 at 6%; with 50% employer match about $169,785 at 4% or $113,190 at 6%; with 100% employer match about $127,339 at 4% or $84,893 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-29$3,171,540$295,426$10,187iApproximate average salary by contribution assumption: employee only about $254,678 at 4% or $169,785 at 6%; with 50% employer match about $169,785 at 4% or $113,190 at 6%; with 100% employer match about $127,339 at 4% or $84,893 at 6%.
2010129$3,137,971$244,498$8,431iApproximate average salary by contribution assumption: employee only about $210,774 at 4% or $140,516 at 6%; with 50% employer match about $140,516 at 4% or $93,677 at 6%; with 100% employer match about $105,387 at 4% or $70,258 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-29$3,137,971$244,498$8,431iApproximate average salary by contribution assumption: employee only about $210,774 at 4% or $140,516 at 6%; with 50% employer match about $140,516 at 4% or $93,677 at 6%; with 100% employer match about $105,387 at 4% or $70,258 at 6%.
2009126$2,601,551$221,286$8,511iApproximate average salary by contribution assumption: employee only about $212,775 at 4% or $141,850 at 6%; with 50% employer match about $141,850 at 4% or $94,567 at 6%; with 100% employer match about $106,388 at 4% or $70,925 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-26$2,601,551$221,286$8,511iApproximate average salary by contribution assumption: employee only about $212,775 at 4% or $141,850 at 6%; with 50% employer match about $141,850 at 4% or $94,567 at 6%; with 100% employer match about $106,388 at 4% or $70,925 at 6%.
2008123$1,793,048$477,723$20,771iApproximate average salary by contribution assumption: employee only about $519,264 at 4% or $346,176 at 6%; with 50% employer match about $346,176 at 4% or $230,784 at 6%; with 100% employer match about $259,632 at 4% or $173,088 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-23$1,793,048$477,723$20,771iApproximate average salary by contribution assumption: employee only about $519,264 at 4% or $346,176 at 6%; with 50% employer match about $346,176 at 4% or $230,784 at 6%; with 100% employer match about $259,632 at 4% or $173,088 at 6%.
2007120$0$0-
Western Reserve Partners 401K Profit Sharing Plan-20---
2006119$2,098,150$290,998$15,316iApproximate average salary by contribution assumption: employee only about $382,892 at 4% or $255,261 at 6%; with 50% employer match about $255,261 at 4% or $170,174 at 6%; with 100% employer match about $191,446 at 4% or $127,631 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-19$2,098,150$290,998$15,316iApproximate average salary by contribution assumption: employee only about $382,892 at 4% or $255,261 at 6%; with 50% employer match about $255,261 at 4% or $170,174 at 6%; with 100% employer match about $191,446 at 4% or $127,631 at 6%.
2005114$1,580,292$1,464,659$104,619iApproximate average salary by contribution assumption: employee only about $2,615,463 at 4% or $1,743,642 at 6%; with 50% employer match about $1,743,642 at 4% or $1,162,428 at 6%; with 100% employer match about $1,307,731 at 4% or $871,821 at 6%.
Western Reserve Partners 401K Profit Sharing Plan-14$1,580,292$1,464,659$104,619iApproximate average salary by contribution assumption: employee only about $2,615,463 at 4% or $1,743,642 at 6%; with 50% employer match about $1,743,642 at 4% or $1,162,428 at 6%; with 100% employer match about $1,307,731 at 4% or $871,821 at 6%.