Civic Intelligence

Virtus Partners LLC

Plan context: Virtus Partners LLC Retirement Trust

EIN 23-3071174 • Norristown, PA • 6 filings • 1 plans

301 E. Germantown Pike, Suite 410Norristown, PA 19401
Current Snapshot

Latest Year

2009

2009 Participants

20

2009 Assets

$382,763

2009 Contributions

$13,927

Historical Graphs

Total Assets Over Time

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

$461,854$230,927$0200420062008YearValue
$382,763Latest year 2008

Participants Over Time

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

23120200420062008YearValue
20Latest year 2008

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
200910$0$13,927-
Virtus Partners LLC Retirement Trust-0$0$13,927-
2008120$382,763$115,020$5,751iApproximate average salary by contribution assumption: employee only about $143,775 at 4% or $95,850 at 6%; with 50% employer match about $95,850 at 4% or $63,900 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%.
Virtus Partners LLC Retirement Trust-20$382,763$115,020$5,751iApproximate average salary by contribution assumption: employee only about $143,775 at 4% or $95,850 at 6%; with 50% employer match about $95,850 at 4% or $63,900 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%.
2007115$0$0-
Virtus Partners LLC Retirement Trust-15---
2006114$461,854$159,628$11,402iApproximate average salary by contribution assumption: employee only about $285,050 at 4% or $190,033 at 6%; with 50% employer match about $190,033 at 4% or $126,689 at 6%; with 100% employer match about $142,525 at 4% or $95,017 at 6%.
Virtus Partners LLC Retirement Trust-14$461,854$159,628$11,402iApproximate average salary by contribution assumption: employee only about $285,050 at 4% or $190,033 at 6%; with 50% employer match about $190,033 at 4% or $126,689 at 6%; with 100% employer match about $142,525 at 4% or $95,017 at 6%.
2005123$280,833$154,256$6,707iApproximate average salary by contribution assumption: employee only about $167,670 at 4% or $111,780 at 6%; with 50% employer match about $111,780 at 4% or $74,520 at 6%; with 100% employer match about $83,835 at 4% or $55,890 at 6%.
Virtus Partners LLC Retirement Trust-23$280,833$154,256$6,707iApproximate average salary by contribution assumption: employee only about $167,670 at 4% or $111,780 at 6%; with 50% employer match about $111,780 at 4% or $74,520 at 6%; with 100% employer match about $83,835 at 4% or $55,890 at 6%.
2004121$123,972$119,261$5,679iApproximate average salary by contribution assumption: employee only about $141,977 at 4% or $94,652 at 6%; with 50% employer match about $94,652 at 4% or $63,101 at 6%; with 100% employer match about $70,989 at 4% or $47,326 at 6%.
Virtus Partners LLC Retirement Trust-21$123,972$119,261$5,679iApproximate average salary by contribution assumption: employee only about $141,977 at 4% or $94,652 at 6%; with 50% employer match about $94,652 at 4% or $63,101 at 6%; with 100% employer match about $70,989 at 4% or $47,326 at 6%.