Civic Intelligence

Cato Partners Management LLC

Plan context: Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust

EIN 26-2124618 • New York, NY • 16 filings • 3 plans

3 Columbus Cir FL 15New York, NY 10019-8716
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$488,282

2024 Contributions

$31,487

Historical Graphs

Total Assets Over Time

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

$610,148$305,074$0200920172024YearValue
$488,282Latest year 2024

Participants Over Time

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

420200920172024YearValue
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$488,282$31,487$31,487iApproximate average salary by contribution assumption: employee only about $787,175 at 4% or $524,783 at 6%; with 50% employer match about $524,783 at 4% or $349,856 at 6%; with 100% employer match about $393,588 at 4% or $262,392 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-1$488,282$31,487$31,487iApproximate average salary by contribution assumption: employee only about $787,175 at 4% or $524,783 at 6%; with 50% employer match about $524,783 at 4% or $349,856 at 6%; with 100% employer match about $393,588 at 4% or $262,392 at 6%.
202311$386,913$15,986$15,986iApproximate average salary by contribution assumption: employee only about $399,650 at 4% or $266,433 at 6%; with 50% employer match about $266,433 at 4% or $177,622 at 6%; with 100% employer match about $199,825 at 4% or $133,217 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-1$386,913$15,986$15,986iApproximate average salary by contribution assumption: employee only about $399,650 at 4% or $266,433 at 6%; with 50% employer match about $266,433 at 4% or $177,622 at 6%; with 100% employer match about $199,825 at 4% or $133,217 at 6%.
202211$311,268$6,050$6,050iApproximate average salary by contribution assumption: employee only about $151,250 at 4% or $100,833 at 6%; with 50% employer match about $100,833 at 4% or $67,222 at 6%; with 100% employer match about $75,625 at 4% or $50,417 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-1$311,268$6,050$6,050iApproximate average salary by contribution assumption: employee only about $151,250 at 4% or $100,833 at 6%; with 50% employer match about $100,833 at 4% or $67,222 at 6%; with 100% employer match about $75,625 at 4% or $50,417 at 6%.
202111$365,817$8,802$8,802iApproximate average salary by contribution assumption: employee only about $220,050 at 4% or $146,700 at 6%; with 50% employer match about $146,700 at 4% or $97,800 at 6%; with 100% employer match about $110,025 at 4% or $73,350 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-1$365,817$8,802$8,802iApproximate average salary by contribution assumption: employee only about $220,050 at 4% or $146,700 at 6%; with 50% employer match about $146,700 at 4% or $97,800 at 6%; with 100% employer match about $110,025 at 4% or $73,350 at 6%.
202011$314,299$6,771$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-1$314,299$6,771$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
201911$260,681$0-
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-1$260,681$0-
201811$213,861$74,633$74,633iApproximate average salary by contribution assumption: employee only about $1,865,825 at 4% or $1,243,883 at 6%; with 50% employer match about $1,243,883 at 4% or $829,256 at 6%; with 100% employer match about $932,913 at 4% or $621,942 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-1$213,861$74,633$74,633iApproximate average salary by contribution assumption: employee only about $1,865,825 at 4% or $1,243,883 at 6%; with 50% employer match about $1,243,883 at 4% or $829,256 at 6%; with 100% employer match about $932,913 at 4% or $621,942 at 6%.
201713$610,148$69,271$23,090iApproximate average salary by contribution assumption: employee only about $577,258 at 4% or $384,839 at 6%; with 50% employer match about $384,839 at 4% or $256,559 at 6%; with 100% employer match about $288,629 at 4% or $192,419 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-3$610,148$69,271$23,090iApproximate average salary by contribution assumption: employee only about $577,258 at 4% or $384,839 at 6%; with 50% employer match about $384,839 at 4% or $256,559 at 6%; with 100% employer match about $288,629 at 4% or $192,419 at 6%.
201613$517,166$66,540$22,180iApproximate average salary by contribution assumption: employee only about $554,500 at 4% or $369,667 at 6%; with 50% employer match about $369,667 at 4% or $246,444 at 6%; with 100% employer match about $277,250 at 4% or $184,833 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-3$517,166$66,540$22,180iApproximate average salary by contribution assumption: employee only about $554,500 at 4% or $369,667 at 6%; with 50% employer match about $369,667 at 4% or $246,444 at 6%; with 100% employer match about $277,250 at 4% or $184,833 at 6%.
201514$484,632$98,975$24,744iApproximate average salary by contribution assumption: employee only about $618,594 at 4% or $412,396 at 6%; with 50% employer match about $412,396 at 4% or $274,931 at 6%; with 100% employer match about $309,297 at 4% or $206,198 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-4$484,632$98,975$24,744iApproximate average salary by contribution assumption: employee only about $618,594 at 4% or $412,396 at 6%; with 50% employer match about $412,396 at 4% or $274,931 at 6%; with 100% employer match about $309,297 at 4% or $206,198 at 6%.
201414$382,002$91,481$22,870iApproximate average salary by contribution assumption: employee only about $571,756 at 4% or $381,171 at 6%; with 50% employer match about $381,171 at 4% or $254,114 at 6%; with 100% employer match about $285,878 at 4% or $190,585 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-4$382,002$91,481$22,870iApproximate average salary by contribution assumption: employee only about $571,756 at 4% or $381,171 at 6%; with 50% employer match about $381,171 at 4% or $254,114 at 6%; with 100% employer match about $285,878 at 4% or $190,585 at 6%.
201314$289,461$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-4$289,461$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201213$221,260$18,619$6,206iApproximate average salary by contribution assumption: employee only about $155,158 at 4% or $103,439 at 6%; with 50% employer match about $103,439 at 4% or $68,959 at 6%; with 100% employer match about $77,579 at 4% or $51,719 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-3$221,260$18,619$6,206iApproximate average salary by contribution assumption: employee only about $155,158 at 4% or $103,439 at 6%; with 50% employer match about $103,439 at 4% or $68,959 at 6%; with 100% employer match about $77,579 at 4% or $51,719 at 6%.
201113$189,375$123,653$41,218iApproximate average salary by contribution assumption: employee only about $1,030,442 at 4% or $686,961 at 6%; with 50% employer match about $686,961 at 4% or $457,974 at 6%; with 100% employer match about $515,221 at 4% or $343,481 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-3$189,375$123,653$41,218iApproximate average salary by contribution assumption: employee only about $1,030,442 at 4% or $686,961 at 6%; with 50% employer match about $686,961 at 4% or $457,974 at 6%; with 100% employer match about $515,221 at 4% or $343,481 at 6%.
201013$111,691$49,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-3$111,691$49,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
200914$53,017$47,875$11,969iApproximate average salary by contribution assumption: employee only about $299,219 at 4% or $199,479 at 6%; with 50% employer match about $199,479 at 4% or $132,986 at 6%; with 100% employer match about $149,609 at 4% or $99,740 at 6%.
Cato Partners Management LLC 401(K) Profit Sharing Plan & Trust-4$53,017$47,875$11,969iApproximate average salary by contribution assumption: employee only about $299,219 at 4% or $199,479 at 6%; with 50% employer match about $199,479 at 4% or $132,986 at 6%; with 100% employer match about $149,609 at 4% or $99,740 at 6%.