Civic Intelligence

1607 Capital Partners LLC

Plan context: 1607 Capital Partners 401K Plan and Trust

EIN 26-0529973 • Richmond, VA • 17 filings • 3 plans

13 S. 13th Street Suite 400Richmond, VA 23219
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,965,515

2024 Contributions

$510,620

Historical Graphs

Total Assets Over Time

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

$4,965,515$2,482,758$0200820162024YearValue
$4,965,515Latest year 2024

Participants Over Time

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

1790200820162024YearValue
17Latest 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
2024117$4,965,515$510,620$30,036iApproximate average salary by contribution assumption: employee only about $750,912 at 4% or $500,608 at 6%; with 50% employer match about $500,608 at 4% or $333,739 at 6%; with 100% employer match about $375,456 at 4% or $250,304 at 6%.
1607 Capital Partners 401K Plan and Trust-17$4,965,515$510,620$30,036iApproximate average salary by contribution assumption: employee only about $750,912 at 4% or $500,608 at 6%; with 50% employer match about $500,608 at 4% or $333,739 at 6%; with 100% employer match about $375,456 at 4% or $250,304 at 6%.
2023117$4,210,203$633,869$37,286iApproximate average salary by contribution assumption: employee only about $932,160 at 4% or $621,440 at 6%; with 50% employer match about $621,440 at 4% or $414,293 at 6%; with 100% employer match about $466,080 at 4% or $310,720 at 6%.
1607 Capital Partners 401K Plan and Trust-17$4,210,203$633,869$37,286iApproximate average salary by contribution assumption: employee only about $932,160 at 4% or $621,440 at 6%; with 50% employer match about $621,440 at 4% or $414,293 at 6%; with 100% employer match about $466,080 at 4% or $310,720 at 6%.
2022115$3,101,611$419,346$27,956iApproximate average salary by contribution assumption: employee only about $698,910 at 4% or $465,940 at 6%; with 50% employer match about $465,940 at 4% or $310,627 at 6%; with 100% employer match about $349,455 at 4% or $232,970 at 6%.
1607 Capital Partners 401K Plan and Trust-15$3,101,611$419,346$27,956iApproximate average salary by contribution assumption: employee only about $698,910 at 4% or $465,940 at 6%; with 50% employer match about $465,940 at 4% or $310,627 at 6%; with 100% employer match about $349,455 at 4% or $232,970 at 6%.
2021115$3,289,437$356,429$23,762iApproximate average salary by contribution assumption: employee only about $594,048 at 4% or $396,032 at 6%; with 50% employer match about $396,032 at 4% or $264,021 at 6%; with 100% employer match about $297,024 at 4% or $198,016 at 6%.
1607 Capital Partners 401K Plan and Trust-15$3,289,437$356,429$23,762iApproximate average salary by contribution assumption: employee only about $594,048 at 4% or $396,032 at 6%; with 50% employer match about $396,032 at 4% or $264,021 at 6%; with 100% employer match about $297,024 at 4% or $198,016 at 6%.
2020115$3,174,086$311,826$20,788iApproximate average salary by contribution assumption: employee only about $519,710 at 4% or $346,473 at 6%; with 50% employer match about $346,473 at 4% or $230,982 at 6%; with 100% employer match about $259,855 at 4% or $173,237 at 6%.
1607 Capital Partners 401K Plan and Trust-15$3,174,086$311,826$20,788iApproximate average salary by contribution assumption: employee only about $519,710 at 4% or $346,473 at 6%; with 50% employer match about $346,473 at 4% or $230,982 at 6%; with 100% employer match about $259,855 at 4% or $173,237 at 6%.
2019113$2,767,133$339,193$26,092iApproximate average salary by contribution assumption: employee only about $652,294 at 4% or $434,863 at 6%; with 50% employer match about $434,863 at 4% or $289,909 at 6%; with 100% employer match about $326,147 at 4% or $217,431 at 6%.
1607 Capital Partners 401K Plan and Trust-13$2,767,133$339,193$26,092iApproximate average salary by contribution assumption: employee only about $652,294 at 4% or $434,863 at 6%; with 50% employer match about $434,863 at 4% or $289,909 at 6%; with 100% employer match about $326,147 at 4% or $217,431 at 6%.
2018113$2,059,870$281,593$21,661iApproximate average salary by contribution assumption: employee only about $541,525 at 4% or $361,017 at 6%; with 50% employer match about $361,017 at 4% or $240,678 at 6%; with 100% employer match about $270,763 at 4% or $180,508 at 6%.
1607 Capital Partners 401K Plan and Trust-13$2,059,870$281,593$21,661iApproximate average salary by contribution assumption: employee only about $541,525 at 4% or $361,017 at 6%; with 50% employer match about $361,017 at 4% or $240,678 at 6%; with 100% employer match about $270,763 at 4% or $180,508 at 6%.
2017112$1,876,945$235,216$19,601iApproximate average salary by contribution assumption: employee only about $490,033 at 4% or $326,689 at 6%; with 50% employer match about $326,689 at 4% or $217,793 at 6%; with 100% employer match about $245,017 at 4% or $163,344 at 6%.
1607 Capital Partners 401K Plan and Trust-12$1,876,945$235,216$19,601iApproximate average salary by contribution assumption: employee only about $490,033 at 4% or $326,689 at 6%; with 50% employer match about $326,689 at 4% or $217,793 at 6%; with 100% employer match about $245,017 at 4% or $163,344 at 6%.
2016112$1,485,588$224,124$18,677iApproximate average salary by contribution assumption: employee only about $466,925 at 4% or $311,283 at 6%; with 50% employer match about $311,283 at 4% or $207,522 at 6%; with 100% employer match about $233,463 at 4% or $155,642 at 6%.
1607 Capital Partners 401K Plan and Trust-12$1,485,588$224,124$18,677iApproximate average salary by contribution assumption: employee only about $466,925 at 4% or $311,283 at 6%; with 50% employer match about $311,283 at 4% or $207,522 at 6%; with 100% employer match about $233,463 at 4% or $155,642 at 6%.
2015111$1,157,841$191,300$17,391iApproximate average salary by contribution assumption: employee only about $434,773 at 4% or $289,848 at 6%; with 50% employer match about $289,848 at 4% or $193,232 at 6%; with 100% employer match about $217,386 at 4% or $144,924 at 6%.
1607 Capital Partners 401K Plan and Trust-11$1,157,841$191,300$17,391iApproximate average salary by contribution assumption: employee only about $434,773 at 4% or $289,848 at 6%; with 50% employer match about $289,848 at 4% or $193,232 at 6%; with 100% employer match about $217,386 at 4% or $144,924 at 6%.
2014111$995,680$180,744$16,431iApproximate average salary by contribution assumption: employee only about $410,782 at 4% or $273,855 at 6%; with 50% employer match about $273,855 at 4% or $182,570 at 6%; with 100% employer match about $205,391 at 4% or $136,927 at 6%.
1607 Capital Partners 401K Plan and Trust-11$995,680$180,744$16,431iApproximate average salary by contribution assumption: employee only about $410,782 at 4% or $273,855 at 6%; with 50% employer match about $273,855 at 4% or $182,570 at 6%; with 100% employer match about $205,391 at 4% or $136,927 at 6%.
2013111$786,770$169,450$15,405iApproximate average salary by contribution assumption: employee only about $385,114 at 4% or $256,742 at 6%; with 50% employer match about $256,742 at 4% or $171,162 at 6%; with 100% employer match about $192,557 at 4% or $128,371 at 6%.
1607 Capital Partners 401K Plan and Trust-11$786,770$169,450$15,405iApproximate average salary by contribution assumption: employee only about $385,114 at 4% or $256,742 at 6%; with 50% employer match about $256,742 at 4% or $171,162 at 6%; with 100% employer match about $192,557 at 4% or $128,371 at 6%.
2012111$608,056$144,018$13,093iApproximate average salary by contribution assumption: employee only about $327,314 at 4% or $218,209 at 6%; with 50% employer match about $218,209 at 4% or $145,473 at 6%; with 100% employer match about $163,657 at 4% or $109,105 at 6%.
1607 Capital Partners 401K Plan and Trust-11$608,056$144,018$13,093iApproximate average salary by contribution assumption: employee only about $327,314 at 4% or $218,209 at 6%; with 50% employer match about $218,209 at 4% or $145,473 at 6%; with 100% employer match about $163,657 at 4% or $109,105 at 6%.
2011110$431,973$117,844$11,784iApproximate average salary by contribution assumption: employee only about $294,610 at 4% or $196,407 at 6%; with 50% employer match about $196,407 at 4% or $130,938 at 6%; with 100% employer match about $147,305 at 4% or $98,203 at 6%.
1607 Capital Partners 401K Plan and Trust-10$431,973$117,844$11,784iApproximate average salary by contribution assumption: employee only about $294,610 at 4% or $196,407 at 6%; with 50% employer match about $196,407 at 4% or $130,938 at 6%; with 100% employer match about $147,305 at 4% or $98,203 at 6%.
2010110$320,118$121,806$12,181iApproximate average salary by contribution assumption: employee only about $304,515 at 4% or $203,010 at 6%; with 50% employer match about $203,010 at 4% or $135,340 at 6%; with 100% employer match about $152,258 at 4% or $101,505 at 6%.
1607 Capital Partners 401K Plan and Trust-10$320,118$121,806$12,181iApproximate average salary by contribution assumption: employee only about $304,515 at 4% or $203,010 at 6%; with 50% employer match about $203,010 at 4% or $135,340 at 6%; with 100% employer match about $152,258 at 4% or $101,505 at 6%.
200918$195,437$89,321$11,165iApproximate average salary by contribution assumption: employee only about $279,128 at 4% or $186,085 at 6%; with 50% employer match about $186,085 at 4% or $124,057 at 6%; with 100% employer match about $139,564 at 4% or $93,043 at 6%.
1607 Capital Partners 401K Plan and Trust-8$195,437$89,321$11,165iApproximate average salary by contribution assumption: employee only about $279,128 at 4% or $186,085 at 6%; with 50% employer match about $186,085 at 4% or $124,057 at 6%; with 100% employer match about $139,564 at 4% or $93,043 at 6%.
200819$82,512$92,278$10,253iApproximate average salary by contribution assumption: employee only about $256,328 at 4% or $170,885 at 6%; with 50% employer match about $170,885 at 4% or $113,923 at 6%; with 100% employer match about $128,164 at 4% or $85,443 at 6%.
1607 Capital Partners 401K Plan and Trust-9$82,512$92,278$10,253iApproximate average salary by contribution assumption: employee only about $256,328 at 4% or $170,885 at 6%; with 50% employer match about $170,885 at 4% or $113,923 at 6%; with 100% employer match about $128,164 at 4% or $85,443 at 6%.