Civic Intelligence

Confluence Investment Mgmt. LLC

Plan context: Confluence Investment Management LLC 401K Plan

EIN 26-1764456 • St. Louis, MO • 19 filings • 2 plans

20 Allen Avenue, Suite 300St. Louis, MO 63119
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$22,639,095

2024 Contributions

$2,828,363

Historical Graphs

Total Assets Over Time

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

$22,639,095$11,319,548$0200920172024YearValue
$22,639,095Latest year 2024

Participants Over Time

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

57290200920172024YearValue
57Latest 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
2024257$22,639,095$2,828,363$49,620iApproximate average salary by contribution assumption: employee only about $1,240,510 at 4% or $827,007 at 6%; with 50% employer match about $827,007 at 4% or $551,338 at 6%; with 100% employer match about $620,255 at 4% or $413,503 at 6%.
Confluence Investment Management LLC 401K Plan-57$22,617,741$2,066,597$36,256iApproximate average salary by contribution assumption: employee only about $906,402 at 4% or $604,268 at 6%; with 50% employer match about $604,268 at 4% or $402,845 at 6%; with 100% employer match about $453,201 at 4% or $302,134 at 6%.
CONFLUENCE INVESTMENT MANAGEMENT MCF BENEFIT PLAN-53$21,354$761,766$14,373iApproximate average salary by contribution assumption: employee only about $359,324 at 4% or $239,549 at 6%; with 50% employer match about $239,549 at 4% or $159,699 at 6%; with 100% employer match about $179,662 at 4% or $119,775 at 6%.
2023256$18,897,577$2,363,652$42,208iApproximate average salary by contribution assumption: employee only about $1,055,202 at 4% or $703,468 at 6%; with 50% employer match about $703,468 at 4% or $468,979 at 6%; with 100% employer match about $527,601 at 4% or $351,734 at 6%.
Confluence Investment Management LLC 401K Plan-53$18,885,322$1,715,111$32,361iApproximate average salary by contribution assumption: employee only about $809,015 at 4% or $539,343 at 6%; with 50% employer match about $539,343 at 4% or $359,562 at 6%; with 100% employer match about $404,507 at 4% or $269,672 at 6%.
CONFLUENCE INVESTMENT MANAGEMENT MCF BENEFIT PLAN-56$12,255$648,541$11,581iApproximate average salary by contribution assumption: employee only about $289,527 at 4% or $193,018 at 6%; with 50% employer match about $193,018 at 4% or $128,679 at 6%; with 100% employer match about $144,764 at 4% or $96,509 at 6%.
2022249$16,093,013$1,610,223$32,862iApproximate average salary by contribution assumption: employee only about $821,542 at 4% or $547,695 at 6%; with 50% employer match about $547,695 at 4% or $365,130 at 6%; with 100% employer match about $410,771 at 4% or $273,847 at 6%.
Confluence Investment Management LLC 401K Plan-49$16,091,790$1,507,313$30,761iApproximate average salary by contribution assumption: employee only about $769,037 at 4% or $512,691 at 6%; with 50% employer match about $512,691 at 4% or $341,794 at 6%; with 100% employer match about $384,519 at 4% or $256,346 at 6%.
CONFLUENCE INVESTMENT MANAGEMENT MCF BENEFIT PLAN-46$1,223$102,910$2,237iApproximate average salary by contribution assumption: employee only about $55,929 at 4% or $37,286 at 6%; with 50% employer match about $37,286 at 4% or $24,857 at 6%; with 100% employer match about $27,965 at 4% or $18,643 at 6%.
2021146$17,444,558$1,428,008$31,044iApproximate average salary by contribution assumption: employee only about $776,091 at 4% or $517,394 at 6%; with 50% employer match about $517,394 at 4% or $344,929 at 6%; with 100% employer match about $388,046 at 4% or $258,697 at 6%.
Confluence Investment Management LLC 401K Plan-46$17,444,558$1,428,008$31,044iApproximate average salary by contribution assumption: employee only about $776,091 at 4% or $517,394 at 6%; with 50% employer match about $517,394 at 4% or $344,929 at 6%; with 100% employer match about $388,046 at 4% or $258,697 at 6%.
2020146$13,979,490$1,358,766$29,538iApproximate average salary by contribution assumption: employee only about $738,460 at 4% or $492,307 at 6%; with 50% employer match about $492,307 at 4% or $328,204 at 6%; with 100% employer match about $369,230 at 4% or $246,153 at 6%.
Confluence Investment Management LLC 401K Plan-46$13,979,490$1,358,766$29,538iApproximate average salary by contribution assumption: employee only about $738,460 at 4% or $492,307 at 6%; with 50% employer match about $492,307 at 4% or $328,204 at 6%; with 100% employer match about $369,230 at 4% or $246,153 at 6%.
2019143$11,864,319$1,331,570$30,967iApproximate average salary by contribution assumption: employee only about $774,169 at 4% or $516,112 at 6%; with 50% employer match about $516,112 at 4% or $344,075 at 6%; with 100% employer match about $387,084 at 4% or $258,056 at 6%.
Confluence Investment Management LLC 401K Plan-43$11,864,319$1,331,570$30,967iApproximate average salary by contribution assumption: employee only about $774,169 at 4% or $516,112 at 6%; with 50% employer match about $516,112 at 4% or $344,075 at 6%; with 100% employer match about $387,084 at 4% or $258,056 at 6%.
2018142$8,483,868$1,202,128$28,622iApproximate average salary by contribution assumption: employee only about $715,552 at 4% or $477,035 at 6%; with 50% employer match about $477,035 at 4% or $318,023 at 6%; with 100% employer match about $357,776 at 4% or $238,517 at 6%.
Confluence Investment Management LLC 401K Plan-42$8,483,868$1,202,128$28,622iApproximate average salary by contribution assumption: employee only about $715,552 at 4% or $477,035 at 6%; with 50% employer match about $477,035 at 4% or $318,023 at 6%; with 100% employer match about $357,776 at 4% or $238,517 at 6%.
2017131$8,092,905$923,163$29,779iApproximate average salary by contribution assumption: employee only about $744,486 at 4% or $496,324 at 6%; with 50% employer match about $496,324 at 4% or $330,883 at 6%; with 100% employer match about $372,243 at 4% or $248,162 at 6%.
Confluence Investment Management LLC 401K Plan-31$8,092,905$923,163$29,779iApproximate average salary by contribution assumption: employee only about $744,486 at 4% or $496,324 at 6%; with 50% employer match about $496,324 at 4% or $330,883 at 6%; with 100% employer match about $372,243 at 4% or $248,162 at 6%.
2016124$6,529,170$699,665$29,153iApproximate average salary by contribution assumption: employee only about $728,818 at 4% or $485,878 at 6%; with 50% employer match about $485,878 at 4% or $323,919 at 6%; with 100% employer match about $364,409 at 4% or $242,939 at 6%.
Confluence Investment Management LLC 401K Plan-24$6,529,170$699,665$29,153iApproximate average salary by contribution assumption: employee only about $728,818 at 4% or $485,878 at 6%; with 50% employer match about $485,878 at 4% or $323,919 at 6%; with 100% employer match about $364,409 at 4% or $242,939 at 6%.
2015126$5,073,701$654,714$25,181iApproximate average salary by contribution assumption: employee only about $629,533 at 4% or $419,688 at 6%; with 50% employer match about $419,688 at 4% or $279,792 at 6%; with 100% employer match about $314,766 at 4% or $209,844 at 6%.
Confluence Investment Management LLC 401K Plan-26$5,073,701$654,714$25,181iApproximate average salary by contribution assumption: employee only about $629,533 at 4% or $419,688 at 6%; with 50% employer match about $419,688 at 4% or $279,792 at 6%; with 100% employer match about $314,766 at 4% or $209,844 at 6%.
2014124$4,566,137$517,864$21,578iApproximate average salary by contribution assumption: employee only about $539,442 at 4% or $359,628 at 6%; with 50% employer match about $359,628 at 4% or $239,752 at 6%; with 100% employer match about $269,721 at 4% or $179,814 at 6%.
Confluence Investment Management LLC 401K Plan-24$4,566,137$517,864$21,578iApproximate average salary by contribution assumption: employee only about $539,442 at 4% or $359,628 at 6%; with 50% employer match about $359,628 at 4% or $239,752 at 6%; with 100% employer match about $269,721 at 4% or $179,814 at 6%.
2013121$3,789,290$374,663$17,841iApproximate average salary by contribution assumption: employee only about $446,027 at 4% or $297,352 at 6%; with 50% employer match about $297,352 at 4% or $198,234 at 6%; with 100% employer match about $223,014 at 4% or $148,676 at 6%.
Confluence Investment Management LLC 401K Plan-21$3,789,290$374,663$17,841iApproximate average salary by contribution assumption: employee only about $446,027 at 4% or $297,352 at 6%; with 50% employer match about $297,352 at 4% or $198,234 at 6%; with 100% employer match about $223,014 at 4% or $148,676 at 6%.
2012121$3,002,740$330,451$15,736iApproximate average salary by contribution assumption: employee only about $393,394 at 4% or $262,263 at 6%; with 50% employer match about $262,263 at 4% or $174,842 at 6%; with 100% employer match about $196,697 at 4% or $131,131 at 6%.
Confluence Investment Management LLC 401K Plan-21$3,002,740$330,451$15,736iApproximate average salary by contribution assumption: employee only about $393,394 at 4% or $262,263 at 6%; with 50% employer match about $262,263 at 4% or $174,842 at 6%; with 100% employer match about $196,697 at 4% or $131,131 at 6%.
2011119$2,400,704$988,057$52,003iApproximate average salary by contribution assumption: employee only about $1,300,075 at 4% or $866,717 at 6%; with 50% employer match about $866,717 at 4% or $577,811 at 6%; with 100% employer match about $650,038 at 4% or $433,358 at 6%.
Confluence Investment Management LLC 401K Plan-19$2,400,704$988,057$52,003iApproximate average salary by contribution assumption: employee only about $1,300,075 at 4% or $866,717 at 6%; with 50% employer match about $866,717 at 4% or $577,811 at 6%; with 100% employer match about $650,038 at 4% or $433,358 at 6%.
2010114$1,424,379$306,854$21,918iApproximate average salary by contribution assumption: employee only about $547,954 at 4% or $365,302 at 6%; with 50% employer match about $365,302 at 4% or $243,535 at 6%; with 100% employer match about $273,977 at 4% or $182,651 at 6%.
Confluence Investment Management LLC 401K Plan-14$1,424,379$306,854$21,918iApproximate average salary by contribution assumption: employee only about $547,954 at 4% or $365,302 at 6%; with 50% employer match about $365,302 at 4% or $243,535 at 6%; with 100% employer match about $273,977 at 4% or $182,651 at 6%.
2009112$1,074,261$1,031,226$85,936iApproximate average salary by contribution assumption: employee only about $2,148,388 at 4% or $1,432,258 at 6%; with 50% employer match about $1,432,258 at 4% or $954,839 at 6%; with 100% employer match about $1,074,194 at 4% or $716,129 at 6%.
Confluence Investment Management LLC 401K Plan-12$1,074,261$1,031,226$85,936iApproximate average salary by contribution assumption: employee only about $2,148,388 at 4% or $1,432,258 at 6%; with 50% employer match about $1,432,258 at 4% or $954,839 at 6%; with 100% employer match about $1,074,194 at 4% or $716,129 at 6%.