Civic Intelligence

Birch Island Partners LLC

Plan context: Birch Island Partners LLC 401(K) Plan

EIN 20-8818740 • Sarasota, FL • 11 filings • 2 plans

301 Quay Commons #1809Sarasota, FL 34236
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,503,389

2025 Contributions

$295,000

Historical Graphs

Total Assets Over Time

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

$3,855,355$1,927,678$0202020232025YearValue
$2,503,389Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest year 2025

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
202514$2,503,389$295,000$73,750iApproximate average salary by contribution assumption: employee only about $1,843,750 at 4% or $1,229,167 at 6%; with 50% employer match about $1,229,167 at 4% or $819,444 at 6%; with 100% employer match about $921,875 at 4% or $614,583 at 6%.
Birch Island Partners LLC 401(K) Plan-4$2,503,389$295,000$73,750iApproximate average salary by contribution assumption: employee only about $1,843,750 at 4% or $1,229,167 at 6%; with 50% employer match about $1,229,167 at 4% or $819,444 at 6%; with 100% employer match about $921,875 at 4% or $614,583 at 6%.
202424$3,855,355$433,879$108,470iApproximate average salary by contribution assumption: employee only about $2,711,744 at 4% or $1,807,829 at 6%; with 50% employer match about $1,807,829 at 4% or $1,205,219 at 6%; with 100% employer match about $1,355,872 at 4% or $903,915 at 6%.
BIRCH ISLAND PARTNERS, LLC CASH BALANCE PENSION PLAN-4$1,969,141$143,879$35,970iApproximate average salary by contribution assumption: employee only about $899,244 at 4% or $599,496 at 6%; with 50% employer match about $599,496 at 4% or $399,664 at 6%; with 100% employer match about $449,622 at 4% or $299,748 at 6%.
Birch Island Partners LLC 401(K) Plan-4$1,886,214$290,000$72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%.
202324$3,207,435$562,657$140,664iApproximate average salary by contribution assumption: employee only about $3,516,606 at 4% or $2,344,404 at 6%; with 50% employer match about $2,344,404 at 4% or $1,562,936 at 6%; with 100% employer match about $1,758,303 at 4% or $1,172,202 at 6%.
BIRCH ISLAND PARTNERS, LLC CASH BALANCE PENSION PLAN-4$1,742,601$423,647$105,912iApproximate average salary by contribution assumption: employee only about $2,647,794 at 4% or $1,765,196 at 6%; with 50% employer match about $1,765,196 at 4% or $1,176,797 at 6%; with 100% employer match about $1,323,897 at 4% or $882,598 at 6%.
Birch Island Partners LLC 401(K) Plan-4$1,464,834$139,010$34,753iApproximate average salary by contribution assumption: employee only about $868,813 at 4% or $579,208 at 6%; with 50% employer match about $579,208 at 4% or $386,139 at 6%; with 100% employer match about $434,406 at 4% or $289,604 at 6%.
202224$2,340,410$557,000$139,250iApproximate average salary by contribution assumption: employee only about $3,481,250 at 4% or $2,320,833 at 6%; with 50% employer match about $2,320,833 at 4% or $1,547,222 at 6%; with 100% employer match about $1,740,625 at 4% or $1,160,417 at 6%.
BIRCH ISLAND PARTNERS, LLC CASH BALANCE PENSION PLAN-4$1,199,492$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Birch Island Partners LLC 401(K) Plan-4$1,140,918$207,000$51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%.
202124$2,099,718$639,220$159,805iApproximate average salary by contribution assumption: employee only about $3,995,125 at 4% or $2,663,417 at 6%; with 50% employer match about $2,663,417 at 4% or $1,775,611 at 6%; with 100% employer match about $1,997,563 at 4% or $1,331,708 at 6%.
Birch Island Partners LLC 401(K) Plan-4$1,128,756$59,220$14,805iApproximate average salary by contribution assumption: employee only about $370,125 at 4% or $246,750 at 6%; with 50% employer match about $246,750 at 4% or $164,500 at 6%; with 100% employer match about $185,063 at 4% or $123,375 at 6%.
BIRCH ISLAND PARTNERS, LLC CASH BALANCE PENSION PLAN-4$970,962$580,000$145,000iApproximate average salary by contribution assumption: employee only about $3,625,000 at 4% or $2,416,667 at 6%; with 50% employer match about $2,416,667 at 4% or $1,611,111 at 6%; with 100% employer match about $1,812,500 at 4% or $1,208,333 at 6%.
202022$1,273,506$420,435$210,218iApproximate average salary by contribution assumption: employee only about $5,255,438 at 4% or $3,503,625 at 6%; with 50% employer match about $3,503,625 at 4% or $2,335,750 at 6%; with 100% employer match about $2,627,719 at 4% or $1,751,813 at 6%.
Birch Island Partners LLC 401(K) Plan-2$917,431$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
BIRCH ISLAND PARTNERS, LLC CASH BALANCE PENSION PLAN-2$356,075$350,435$175,218iApproximate average salary by contribution assumption: employee only about $4,380,438 at 4% or $2,920,292 at 6%; with 50% employer match about $2,920,292 at 4% or $1,946,861 at 6%; with 100% employer match about $2,190,219 at 4% or $1,460,146 at 6%.