Civic Intelligence

Vine Investment Advisors LP

Plan context: Vine Investment Advisors LP Cash Balance Plan

EIN 20-8744298 • Palm Beach Gardens, FL • 20 filings • 2 plans

18 Sheldrake LanePalm Beach Gardens, FL 33418
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,441,348

2024 Contributions

$387,009

Historical Graphs

Total Assets Over Time

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

$5,457,958$2,728,979$0201520202024YearValue
$2,441,348Latest year 2024

Participants Over Time

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

1260201520202024YearValue
6Latest 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
202426$2,441,348$387,009$64,502iApproximate average salary by contribution assumption: employee only about $1,612,538 at 4% or $1,075,025 at 6%; with 50% employer match about $1,075,025 at 4% or $716,683 at 6%; with 100% employer match about $806,269 at 4% or $537,513 at 6%.
Vine Investment Advisors LP Cash Balance Plan-1$1,753,439$285,459$285,459iApproximate average salary by contribution assumption: employee only about $7,136,475 at 4% or $4,757,650 at 6%; with 50% employer match about $4,757,650 at 4% or $3,171,767 at 6%; with 100% employer match about $3,568,238 at 4% or $2,378,825 at 6%.
Vine Investment Advisors LP 401(K) Plan-6$687,909$101,550$16,925iApproximate average salary by contribution assumption: employee only about $423,125 at 4% or $282,083 at 6%; with 50% employer match about $282,083 at 4% or $188,056 at 6%; with 100% employer match about $211,563 at 4% or $141,042 at 6%.
2023211$5,457,958$227,020$20,638iApproximate average salary by contribution assumption: employee only about $515,955 at 4% or $343,970 at 6%; with 50% employer match about $343,970 at 4% or $229,313 at 6%; with 100% employer match about $257,977 at 4% or $171,985 at 6%.
Vine Investment Advisors LP Cash Balance Plan-6$3,730,515$50,472$8,412iApproximate average salary by contribution assumption: employee only about $210,300 at 4% or $140,200 at 6%; with 50% employer match about $140,200 at 4% or $93,467 at 6%; with 100% employer match about $105,150 at 4% or $70,100 at 6%.
Vine Investment Advisors LP 401(K) Plan-11$1,727,443$176,548$16,050iApproximate average salary by contribution assumption: employee only about $401,245 at 4% or $267,497 at 6%; with 50% employer match about $267,497 at 4% or $178,331 at 6%; with 100% employer match about $200,623 at 4% or $133,748 at 6%.
2022212$4,867,717$421,817$35,151iApproximate average salary by contribution assumption: employee only about $878,785 at 4% or $585,857 at 6%; with 50% employer match about $585,857 at 4% or $390,571 at 6%; with 100% employer match about $439,393 at 4% or $292,928 at 6%.
Vine Investment Advisors LP Cash Balance Plan-8$3,342,933$214,000$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
Vine Investment Advisors LP 401(K) Plan-12$1,524,784$207,817$17,318iApproximate average salary by contribution assumption: employee only about $432,952 at 4% or $288,635 at 6%; with 50% employer match about $288,635 at 4% or $192,423 at 6%; with 100% employer match about $216,476 at 4% or $144,317 at 6%.
2021212$5,182,370$646,550$53,879iApproximate average salary by contribution assumption: employee only about $1,346,979 at 4% or $897,986 at 6%; with 50% employer match about $897,986 at 4% or $598,657 at 6%; with 100% employer match about $673,490 at 4% or $448,993 at 6%.
Vine Investment Advisors LP Cash Balance Plan-8$3,428,430$405,105$50,638iApproximate average salary by contribution assumption: employee only about $1,265,953 at 4% or $843,969 at 6%; with 50% employer match about $843,969 at 4% or $562,646 at 6%; with 100% employer match about $632,977 at 4% or $421,984 at 6%.
Vine Investment Advisors LP 401(K) Plan-12$1,753,940$241,445$20,120iApproximate average salary by contribution assumption: employee only about $503,010 at 4% or $335,340 at 6%; with 50% employer match about $335,340 at 4% or $223,560 at 6%; with 100% employer match about $251,505 at 4% or $167,670 at 6%.
2020211$4,114,463$664,690$60,426iApproximate average salary by contribution assumption: employee only about $1,510,659 at 4% or $1,007,106 at 6%; with 50% employer match about $1,007,106 at 4% or $671,404 at 6%; with 100% employer match about $755,330 at 4% or $503,553 at 6%.
Vine Investment Advisors LP Cash Balance Plan-8$2,781,350$403,089$50,386iApproximate average salary by contribution assumption: employee only about $1,259,653 at 4% or $839,769 at 6%; with 50% employer match about $839,769 at 4% or $559,846 at 6%; with 100% employer match about $629,827 at 4% or $419,884 at 6%.
Vine Investment Advisors LP 401(K) Plan-11$1,333,113$261,601$23,782iApproximate average salary by contribution assumption: employee only about $594,548 at 4% or $396,365 at 6%; with 50% employer match about $396,365 at 4% or $264,243 at 6%; with 100% employer match about $297,274 at 4% or $198,183 at 6%.
2019210$3,152,048$632,499$63,250iApproximate average salary by contribution assumption: employee only about $1,581,248 at 4% or $1,054,165 at 6%; with 50% employer match about $1,054,165 at 4% or $702,777 at 6%; with 100% employer match about $790,624 at 4% or $527,083 at 6%.
Vine Investment Advisors LP Cash Balance Plan-7$2,202,512$400,840$57,263iApproximate average salary by contribution assumption: employee only about $1,431,571 at 4% or $954,381 at 6%; with 50% employer match about $954,381 at 4% or $636,254 at 6%; with 100% employer match about $715,786 at 4% or $477,190 at 6%.
Vine Investment Advisors LP 401(K) Plan-10$949,536$231,659$23,166iApproximate average salary by contribution assumption: employee only about $579,148 at 4% or $386,098 at 6%; with 50% employer match about $386,098 at 4% or $257,399 at 6%; with 100% employer match about $289,574 at 4% or $193,049 at 6%.
201827$2,198,928$600,796$85,828iApproximate average salary by contribution assumption: employee only about $2,145,700 at 4% or $1,430,467 at 6%; with 50% employer match about $1,430,467 at 4% or $953,644 at 6%; with 100% employer match about $1,072,850 at 4% or $715,233 at 6%.
Vine Investment Advisors LP Cash Balance Plan-4$1,611,673$406,348$101,587iApproximate average salary by contribution assumption: employee only about $2,539,675 at 4% or $1,693,117 at 6%; with 50% employer match about $1,693,117 at 4% or $1,128,744 at 6%; with 100% employer match about $1,269,838 at 4% or $846,558 at 6%.
Vine Investment Advisors LP 401(K) Plan-7$587,255$194,448$27,778iApproximate average salary by contribution assumption: employee only about $694,457 at 4% or $462,971 at 6%; with 50% employer match about $462,971 at 4% or $308,648 at 6%; with 100% employer match about $347,229 at 4% or $231,486 at 6%.
201727$1,704,682$540,531$77,219iApproximate average salary by contribution assumption: employee only about $1,930,468 at 4% or $1,286,979 at 6%; with 50% employer match about $1,286,979 at 4% or $857,986 at 6%; with 100% employer match about $965,234 at 4% or $643,489 at 6%.
Vine Investment Advisors LP Cash Balance Plan-3$1,264,430$400,354$133,451iApproximate average salary by contribution assumption: employee only about $3,336,283 at 4% or $2,224,189 at 6%; with 50% employer match about $2,224,189 at 4% or $1,482,793 at 6%; with 100% employer match about $1,668,142 at 4% or $1,112,094 at 6%.
Vine Investment Advisors LP 401(K) Plan-7$440,252$140,177$20,025iApproximate average salary by contribution assumption: employee only about $500,632 at 4% or $333,755 at 6%; with 50% employer match about $333,755 at 4% or $222,503 at 6%; with 100% employer match about $250,316 at 4% or $166,877 at 6%.
201627$1,083,288$530,028$75,718iApproximate average salary by contribution assumption: employee only about $1,892,957 at 4% or $1,261,971 at 6%; with 50% employer match about $1,261,971 at 4% or $841,314 at 6%; with 100% employer match about $946,479 at 4% or $630,986 at 6%.
Vine Investment Advisors LP Cash Balance Plan-4$813,491$400,100$100,025iApproximate average salary by contribution assumption: employee only about $2,500,625 at 4% or $1,667,083 at 6%; with 50% employer match about $1,667,083 at 4% or $1,111,389 at 6%; with 100% employer match about $1,250,313 at 4% or $833,542 at 6%.
Vine Investment Advisors LP 401(K) Plan-7$269,797$129,928$18,561iApproximate average salary by contribution assumption: employee only about $464,029 at 4% or $309,352 at 6%; with 50% employer match about $309,352 at 4% or $206,235 at 6%; with 100% employer match about $232,014 at 4% or $154,676 at 6%.
201526$529,612$529,681$88,280iApproximate average salary by contribution assumption: employee only about $2,207,004 at 4% or $1,471,336 at 6%; with 50% employer match about $1,471,336 at 4% or $980,891 at 6%; with 100% employer match about $1,103,502 at 4% or $735,668 at 6%.
Vine Investment Advisors LP Cash Balance Plan-4$400,000$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Vine Investment Advisors LP 401(K) Plan-6$129,612$129,681$21,614iApproximate average salary by contribution assumption: employee only about $540,338 at 4% or $360,225 at 6%; with 50% employer match about $360,225 at 4% or $240,150 at 6%; with 100% employer match about $270,169 at 4% or $180,113 at 6%.