Civic Intelligence

Vantage Partners LLC

Plan context: Vantage Partners LLC, Profit Sharing/401(K) Plan

EIN 20-2260340 • San Rafael, CA • 8 filings • 3 plans

30 Island DriveSan Rafael, CA 94901
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$962,593

2020 Contributions

$85,231

Historical Graphs

Total Assets Over Time

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

$2,329,856$1,164,928$0201320162019YearValue
$962,593Latest year 2019

Participants Over Time

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

840201320162019YearValue
4Latest year 2019

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
202010$0$0-
Vantage Partners LLC, Profit Sharing/401(K) Plan-0$0--
201914$962,593$0-
Vantage Partners LLC, Profit Sharing/401(K) Plan-4$962,593$0-
201812$828,361$85,231$42,616iApproximate average salary by contribution assumption: employee only about $1,065,388 at 4% or $710,258 at 6%; with 50% employer match about $710,258 at 4% or $473,506 at 6%; with 100% employer match about $532,694 at 4% or $355,129 at 6%.
Vantage Partners LLC, Profit Sharing/401(K) Plan-2$828,361$85,231$42,616iApproximate average salary by contribution assumption: employee only about $1,065,388 at 4% or $710,258 at 6%; with 50% employer match about $710,258 at 4% or $473,506 at 6%; with 100% employer match about $532,694 at 4% or $355,129 at 6%.
201713$1,266,097$92,823$30,941iApproximate average salary by contribution assumption: employee only about $773,525 at 4% or $515,683 at 6%; with 50% employer match about $515,683 at 4% or $343,789 at 6%; with 100% employer match about $386,763 at 4% or $257,842 at 6%.
Vantage Partners LLC, Profit Sharing/401(K) Plan-3$1,266,097$92,823$30,941iApproximate average salary by contribution assumption: employee only about $773,525 at 4% or $515,683 at 6%; with 50% employer match about $515,683 at 4% or $343,789 at 6%; with 100% employer match about $386,763 at 4% or $257,842 at 6%.
201615$1,279,378$139,316$27,863iApproximate average salary by contribution assumption: employee only about $696,580 at 4% or $464,387 at 6%; with 50% employer match about $464,387 at 4% or $309,591 at 6%; with 100% employer match about $348,290 at 4% or $232,193 at 6%.
Vantage Partners LLC, Profit Sharing/401(K) Plan-5$1,279,378$139,316$27,863iApproximate average salary by contribution assumption: employee only about $696,580 at 4% or $464,387 at 6%; with 50% employer match about $464,387 at 4% or $309,591 at 6%; with 100% employer match about $348,290 at 4% or $232,193 at 6%.
201517$1,075,687$237,395$33,914iApproximate average salary by contribution assumption: employee only about $847,839 at 4% or $565,226 at 6%; with 50% employer match about $565,226 at 4% or $376,817 at 6%; with 100% employer match about $423,920 at 4% or $282,613 at 6%.
Vantage Partners LLC, Profit Sharing/401(K) Plan-7$1,075,687$237,395$33,914iApproximate average salary by contribution assumption: employee only about $847,839 at 4% or $565,226 at 6%; with 50% employer match about $565,226 at 4% or $376,817 at 6%; with 100% employer match about $423,920 at 4% or $282,613 at 6%.
201417$2,329,856$313,975$44,854iApproximate average salary by contribution assumption: employee only about $1,121,339 at 4% or $747,560 at 6%; with 50% employer match about $747,560 at 4% or $498,373 at 6%; with 100% employer match about $560,670 at 4% or $373,780 at 6%.
Vantage Partners LLC, Profit Sharing/401(K) Plan-7$2,329,856$313,975$44,854iApproximate average salary by contribution assumption: employee only about $1,121,339 at 4% or $747,560 at 6%; with 50% employer match about $747,560 at 4% or $498,373 at 6%; with 100% employer match about $560,670 at 4% or $373,780 at 6%.
201318$1,942,641$316,122$39,515iApproximate average salary by contribution assumption: employee only about $987,881 at 4% or $658,588 at 6%; with 50% employer match about $658,588 at 4% or $439,058 at 6%; with 100% employer match about $493,941 at 4% or $329,294 at 6%.
Vantage Partners LLC, Profit Sharing/401(K) Plan-8$1,942,641$316,122$39,515iApproximate average salary by contribution assumption: employee only about $987,881 at 4% or $658,588 at 6%; with 50% employer match about $658,588 at 4% or $439,058 at 6%; with 100% employer match about $493,941 at 4% or $329,294 at 6%.