Gavekal Capital LLC
Plan context: Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust
EIN 20-4078102 • Denver, CO • 14 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$2,343
2022 Contributions
$97,798
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 4 | $2,343 | $0 | - |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $2,343 | - | - |
| 2021 | 1 | 5 | $324,588 | $0 | - |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $324,588 | - | - |
| 2020 | 1 | 6 | $288,511 | $0 | - |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $288,511 | - | - |
| 2019 | 1 | 0 | $1,368,647 | $97,798 | - |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 0 | $1,368,647 | $97,798 | - |
| 2018 | 1 | 8 | $1,023,667 | $105,607 | $13,201iApproximate average salary by contribution assumption: employee only about $330,022 at 4% or $220,015 at 6%; with 50% employer match about $220,015 at 4% or $146,676 at 6%; with 100% employer match about $165,011 at 4% or $110,007 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $1,023,667 | $105,607 | $13,201iApproximate average salary by contribution assumption: employee only about $330,022 at 4% or $220,015 at 6%; with 50% employer match about $220,015 at 4% or $146,676 at 6%; with 100% employer match about $165,011 at 4% or $110,007 at 6%. |
| 2017 | 1 | 8 | $969,907 | $98,239 | $12,280iApproximate average salary by contribution assumption: employee only about $306,997 at 4% or $204,665 at 6%; with 50% employer match about $204,665 at 4% or $136,443 at 6%; with 100% employer match about $153,498 at 4% or $102,332 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $969,907 | $98,239 | $12,280iApproximate average salary by contribution assumption: employee only about $306,997 at 4% or $204,665 at 6%; with 50% employer match about $204,665 at 4% or $136,443 at 6%; with 100% employer match about $153,498 at 4% or $102,332 at 6%. |
| 2016 | 1 | 10 | $875,035 | $165,386 | $16,539iApproximate average salary by contribution assumption: employee only about $413,465 at 4% or $275,643 at 6%; with 50% employer match about $275,643 at 4% or $183,762 at 6%; with 100% employer match about $206,732 at 4% or $137,822 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $875,035 | $165,386 | $16,539iApproximate average salary by contribution assumption: employee only about $413,465 at 4% or $275,643 at 6%; with 50% employer match about $275,643 at 4% or $183,762 at 6%; with 100% employer match about $206,732 at 4% or $137,822 at 6%. |
| 2015 | 1 | 8 | $743,312 | $137,629 | $17,204iApproximate average salary by contribution assumption: employee only about $430,091 at 4% or $286,727 at 6%; with 50% employer match about $286,727 at 4% or $191,151 at 6%; with 100% employer match about $215,045 at 4% or $143,364 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $743,312 | $137,629 | $17,204iApproximate average salary by contribution assumption: employee only about $430,091 at 4% or $286,727 at 6%; with 50% employer match about $286,727 at 4% or $191,151 at 6%; with 100% employer match about $215,045 at 4% or $143,364 at 6%. |
| 2014 | 1 | 9 | $609,048 | $145,745 | $16,194iApproximate average salary by contribution assumption: employee only about $404,847 at 4% or $269,898 at 6%; with 50% employer match about $269,898 at 4% or $179,932 at 6%; with 100% employer match about $202,424 at 4% or $134,949 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $609,048 | $145,745 | $16,194iApproximate average salary by contribution assumption: employee only about $404,847 at 4% or $269,898 at 6%; with 50% employer match about $269,898 at 4% or $179,932 at 6%; with 100% employer match about $202,424 at 4% or $134,949 at 6%. |
| 2013 | 1 | 9 | $454,689 | $154,781 | $17,198iApproximate average salary by contribution assumption: employee only about $429,947 at 4% or $286,631 at 6%; with 50% employer match about $286,631 at 4% or $191,088 at 6%; with 100% employer match about $214,974 at 4% or $143,316 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $454,689 | $154,781 | $17,198iApproximate average salary by contribution assumption: employee only about $429,947 at 4% or $286,631 at 6%; with 50% employer match about $286,631 at 4% or $191,088 at 6%; with 100% employer match about $214,974 at 4% or $143,316 at 6%. |
| 2012 | 1 | 7 | $224,464 | $78,680 | $11,240iApproximate average salary by contribution assumption: employee only about $281,000 at 4% or $187,333 at 6%; with 50% employer match about $187,333 at 4% or $124,889 at 6%; with 100% employer match about $140,500 at 4% or $93,667 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $224,464 | $78,680 | $11,240iApproximate average salary by contribution assumption: employee only about $281,000 at 4% or $187,333 at 6%; with 50% employer match about $187,333 at 4% or $124,889 at 6%; with 100% employer match about $140,500 at 4% or $93,667 at 6%. |
| 2011 | 1 | 5 | $124,132 | $56,995 | $11,399iApproximate average salary by contribution assumption: employee only about $284,975 at 4% or $189,983 at 6%; with 50% employer match about $189,983 at 4% or $126,656 at 6%; with 100% employer match about $142,488 at 4% or $94,992 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $124,132 | $56,995 | $11,399iApproximate average salary by contribution assumption: employee only about $284,975 at 4% or $189,983 at 6%; with 50% employer match about $189,983 at 4% or $126,656 at 6%; with 100% employer match about $142,488 at 4% or $94,992 at 6%. |
| 2010 | 1 | 4 | $68,488 | $40,136 | $10,034iApproximate average salary by contribution assumption: employee only about $250,850 at 4% or $167,233 at 6%; with 50% employer match about $167,233 at 4% or $111,489 at 6%; with 100% employer match about $125,425 at 4% or $83,617 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $68,488 | $40,136 | $10,034iApproximate average salary by contribution assumption: employee only about $250,850 at 4% or $167,233 at 6%; with 50% employer match about $167,233 at 4% or $111,489 at 6%; with 100% employer match about $125,425 at 4% or $83,617 at 6%. |
| 2009 | 1 | 3 | $19,607 | $17,540 | $5,847iApproximate average salary by contribution assumption: employee only about $146,167 at 4% or $97,444 at 6%; with 50% employer match about $97,444 at 4% or $64,963 at 6%; with 100% employer match about $73,083 at 4% or $48,722 at 6%. |
| Gavekal Capital LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $19,607 | $17,540 | $5,847iApproximate average salary by contribution assumption: employee only about $146,167 at 4% or $97,444 at 6%; with 50% employer match about $97,444 at 4% or $64,963 at 6%; with 100% employer match about $73,083 at 4% or $48,722 at 6%. |