Civic Intelligence

Intellisight Partners LLC

Plan context: Intellisight Partners LLC Retirement Trust

EIN 26-0735780 • Calabasas, CA • 11 filings • 1 plans

5930 Normandy DriveCalabasas, CA 91302
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$745,391

2024 Contributions

$3,309

Historical Graphs

Total Assets Over Time

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

$1,321,850$660,925$0201420192024YearValue
$745,391Latest year 2024

Participants Over Time

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

210201420192024YearValue
1Latest 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
202411$745,391$3,309$3,309iApproximate average salary by contribution assumption: employee only about $82,725 at 4% or $55,150 at 6%; with 50% employer match about $55,150 at 4% or $36,767 at 6%; with 100% employer match about $41,363 at 4% or $27,575 at 6%.
Intellisight Partners LLC Retirement Trust-1$745,391$3,309$3,309iApproximate average salary by contribution assumption: employee only about $82,725 at 4% or $55,150 at 6%; with 50% employer match about $55,150 at 4% or $36,767 at 6%; with 100% employer match about $41,363 at 4% or $27,575 at 6%.
202311$656,062$11,633$11,633iApproximate average salary by contribution assumption: employee only about $290,825 at 4% or $193,883 at 6%; with 50% employer match about $193,883 at 4% or $129,256 at 6%; with 100% employer match about $145,413 at 4% or $96,942 at 6%.
Intellisight Partners LLC Retirement Trust-1$656,062$11,633$11,633iApproximate average salary by contribution assumption: employee only about $290,825 at 4% or $193,883 at 6%; with 50% employer match about $193,883 at 4% or $129,256 at 6%; with 100% employer match about $145,413 at 4% or $96,942 at 6%.
202211$542,044$39,882$39,882iApproximate average salary by contribution assumption: employee only about $997,050 at 4% or $664,700 at 6%; with 50% employer match about $664,700 at 4% or $443,133 at 6%; with 100% employer match about $498,525 at 4% or $332,350 at 6%.
Intellisight Partners LLC Retirement Trust-1$542,044$39,882$39,882iApproximate average salary by contribution assumption: employee only about $997,050 at 4% or $664,700 at 6%; with 50% employer match about $664,700 at 4% or $443,133 at 6%; with 100% employer match about $498,525 at 4% or $332,350 at 6%.
202112$1,321,850$94,365$47,183iApproximate average salary by contribution assumption: employee only about $1,179,563 at 4% or $786,375 at 6%; with 50% employer match about $786,375 at 4% or $524,250 at 6%; with 100% employer match about $589,781 at 4% or $393,188 at 6%.
Intellisight Partners LLC Retirement Trust-2$1,321,850$94,365$47,183iApproximate average salary by contribution assumption: employee only about $1,179,563 at 4% or $786,375 at 6%; with 50% employer match about $786,375 at 4% or $524,250 at 6%; with 100% employer match about $589,781 at 4% or $393,188 at 6%.
202012$1,069,324$123,351$61,676iApproximate average salary by contribution assumption: employee only about $1,541,888 at 4% or $1,027,925 at 6%; with 50% employer match about $1,027,925 at 4% or $685,283 at 6%; with 100% employer match about $770,944 at 4% or $513,963 at 6%.
Intellisight Partners LLC Retirement Trust-2$1,069,324$123,351$61,676iApproximate average salary by contribution assumption: employee only about $1,541,888 at 4% or $1,027,925 at 6%; with 50% employer match about $1,027,925 at 4% or $685,283 at 6%; with 100% employer match about $770,944 at 4% or $513,963 at 6%.
201912$778,653$107,232$53,616iApproximate average salary by contribution assumption: employee only about $1,340,400 at 4% or $893,600 at 6%; with 50% employer match about $893,600 at 4% or $595,733 at 6%; with 100% employer match about $670,200 at 4% or $446,800 at 6%.
Intellisight Partners LLC Retirement Trust-2$778,653$107,232$53,616iApproximate average salary by contribution assumption: employee only about $1,340,400 at 4% or $893,600 at 6%; with 50% employer match about $893,600 at 4% or $595,733 at 6%; with 100% employer match about $670,200 at 4% or $446,800 at 6%.
201812$522,796$106,752$53,376iApproximate average salary by contribution assumption: employee only about $1,334,400 at 4% or $889,600 at 6%; with 50% employer match about $889,600 at 4% or $593,067 at 6%; with 100% employer match about $667,200 at 4% or $444,800 at 6%.
Intellisight Partners LLC Retirement Trust-2$522,796$106,752$53,376iApproximate average salary by contribution assumption: employee only about $1,334,400 at 4% or $889,600 at 6%; with 50% employer match about $889,600 at 4% or $593,067 at 6%; with 100% employer match about $667,200 at 4% or $444,800 at 6%.
201712$480,146$107,074$53,537iApproximate average salary by contribution assumption: employee only about $1,338,425 at 4% or $892,283 at 6%; with 50% employer match about $892,283 at 4% or $594,856 at 6%; with 100% employer match about $669,213 at 4% or $446,142 at 6%.
Intellisight Partners LLC Retirement Trust-2$480,146$107,074$53,537iApproximate average salary by contribution assumption: employee only about $1,338,425 at 4% or $892,283 at 6%; with 50% employer match about $892,283 at 4% or $594,856 at 6%; with 100% employer match about $669,213 at 4% or $446,142 at 6%.
201612$317,057$122,174$61,087iApproximate average salary by contribution assumption: employee only about $1,527,175 at 4% or $1,018,117 at 6%; with 50% employer match about $1,018,117 at 4% or $678,744 at 6%; with 100% employer match about $763,588 at 4% or $509,058 at 6%.
Intellisight Partners LLC Retirement Trust-2$317,057$122,174$61,087iApproximate average salary by contribution assumption: employee only about $1,527,175 at 4% or $1,018,117 at 6%; with 50% employer match about $1,018,117 at 4% or $678,744 at 6%; with 100% employer match about $763,588 at 4% or $509,058 at 6%.
201512$159,993$99,395$49,698iApproximate average salary by contribution assumption: employee only about $1,242,438 at 4% or $828,292 at 6%; with 50% employer match about $828,292 at 4% or $552,194 at 6%; with 100% employer match about $621,219 at 4% or $414,146 at 6%.
Intellisight Partners LLC Retirement Trust-2$159,993$99,395$49,698iApproximate average salary by contribution assumption: employee only about $1,242,438 at 4% or $828,292 at 6%; with 50% employer match about $828,292 at 4% or $552,194 at 6%; with 100% employer match about $621,219 at 4% or $414,146 at 6%.
201412$65,985$64,156$32,078iApproximate average salary by contribution assumption: employee only about $801,950 at 4% or $534,633 at 6%; with 50% employer match about $534,633 at 4% or $356,422 at 6%; with 100% employer match about $400,975 at 4% or $267,317 at 6%.
Intellisight Partners LLC Retirement Trust-2$65,985$64,156$32,078iApproximate average salary by contribution assumption: employee only about $801,950 at 4% or $534,633 at 6%; with 50% employer match about $534,633 at 4% or $356,422 at 6%; with 100% employer match about $400,975 at 4% or $267,317 at 6%.
Intellisight Partners LLC | EIN 26-0735780 | 2024 Form 5500 Company Profile