Civic Intelligence
Filing

Apercen Partners 401K Plan

Apercen Partners LLC • EIN 26-2246506 • Palo Alto, CA • Plan year 2017

Company ProfileSource Archive
314 Lytton AvenueSuite 200Palo Alto, CA 94301
Filing Insights

Participants

Up

114 → 120

6 • 5.26%

Assets

No comparison

- → $3,921,501

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242347$35,784,097$6,520,334$18,791iApproximate average salary by contribution assumption: employee only about $469,765 at 4% or $313,176 at 6%; with 50% employer match about $313,176 at 4% or $208,784 at 6%; with 100% employer match about $234,882 at 4% or $156,588 at 6%.
Apercen Partners 401K Plan-347$35,784,097$6,520,334$18,791iApproximate average salary by contribution assumption: employee only about $469,765 at 4% or $313,176 at 6%; with 50% employer match about $313,176 at 4% or $208,784 at 6%; with 100% employer match about $234,882 at 4% or $156,588 at 6%.
Apercen Partners LLC Wrap Plan-341---
20232369$27,265,966$6,696,848$18,149iApproximate average salary by contribution assumption: employee only about $453,716 at 4% or $302,477 at 6%; with 50% employer match about $302,477 at 4% or $201,652 at 6%; with 100% employer match about $226,858 at 4% or $151,239 at 6%.
Apercen Partners 401K Plan-369$27,265,966$6,696,848$18,149iApproximate average salary by contribution assumption: employee only about $453,716 at 4% or $302,477 at 6%; with 50% employer match about $302,477 at 4% or $201,652 at 6%; with 100% employer match about $226,858 at 4% or $151,239 at 6%.
Apercen Partners LLC Wrap Plan-272---
20222287$17,822,029$5,300,273$18,468iApproximate average salary by contribution assumption: employee only about $461,696 at 4% or $307,798 at 6%; with 50% employer match about $307,798 at 4% or $205,198 at 6%; with 100% employer match about $230,848 at 4% or $153,899 at 6%.
Apercen Partners 401K Plan-287$17,822,029$5,300,273$18,468iApproximate average salary by contribution assumption: employee only about $461,696 at 4% or $307,798 at 6%; with 50% employer match about $307,798 at 4% or $205,198 at 6%; with 100% employer match about $230,848 at 4% or $153,899 at 6%.
Apercen Partners LLC Wrap Plan-235---
20212196$15,265,495$2,906,471$14,829iApproximate average salary by contribution assumption: employee only about $370,723 at 4% or $247,149 at 6%; with 50% employer match about $247,149 at 4% or $164,766 at 6%; with 100% employer match about $185,362 at 4% or $123,574 at 6%.
Apercen Partners 401K Plan-196$15,265,495$2,906,471$14,829iApproximate average salary by contribution assumption: employee only about $370,723 at 4% or $247,149 at 6%; with 50% employer match about $247,149 at 4% or $164,766 at 6%; with 100% employer match about $185,362 at 4% or $123,574 at 6%.
Apercen Partners LLC Wrap Plan-179---
20202160$11,114,118$2,116,211$13,226iApproximate average salary by contribution assumption: employee only about $330,658 at 4% or $220,439 at 6%; with 50% employer match about $220,439 at 4% or $146,959 at 6%; with 100% employer match about $165,329 at 4% or $110,219 at 6%.
Apercen Partners 401K Plan-160$11,114,118$2,116,211$13,226iApproximate average salary by contribution assumption: employee only about $330,658 at 4% or $220,439 at 6%; with 50% employer match about $220,439 at 4% or $146,959 at 6%; with 100% employer match about $165,329 at 4% or $110,219 at 6%.
Apercen Partners LLC Wrap Plan-153---
20192147$8,578,725$2,063,232$14,036iApproximate average salary by contribution assumption: employee only about $350,890 at 4% or $233,927 at 6%; with 50% employer match about $233,927 at 4% or $155,951 at 6%; with 100% employer match about $175,445 at 4% or $116,963 at 6%.
Apercen Partners 401K Plan-147$8,578,725$2,063,232$14,036iApproximate average salary by contribution assumption: employee only about $350,890 at 4% or $233,927 at 6%; with 50% employer match about $233,927 at 4% or $155,951 at 6%; with 100% employer match about $175,445 at 4% or $116,963 at 6%.
Apercen Partners LLC Wrap Plan-139---
20182145$5,554,636$2,195,096$15,139iApproximate average salary by contribution assumption: employee only about $378,465 at 4% or $252,310 at 6%; with 50% employer match about $252,310 at 4% or $168,207 at 6%; with 100% employer match about $189,232 at 4% or $126,155 at 6%.
Apercen Partners 401K Plan-125$5,554,636$2,195,096$17,561iApproximate average salary by contribution assumption: employee only about $439,019 at 4% or $292,679 at 6%; with 50% employer match about $292,679 at 4% or $195,120 at 6%; with 100% employer match about $219,510 at 4% or $146,340 at 6%.
Apercen Partners LLC Wrap Plan-145---
20172124$3,921,501$1,505,415$12,140iApproximate average salary by contribution assumption: employee only about $303,511 at 4% or $202,341 at 6%; with 50% employer match about $202,341 at 4% or $134,894 at 6%; with 100% employer match about $151,756 at 4% or $101,170 at 6%.
Apercen Partners 401K PlanCurrent120$3,921,501$1,505,415$12,545iApproximate average salary by contribution assumption: employee only about $313,628 at 4% or $209,085 at 6%; with 50% employer match about $209,085 at 4% or $139,390 at 6%; with 100% employer match about $156,814 at 4% or $104,543 at 6%.
Apercen Partners LLC Wrap Plan-124---
20161109$2,162,626$896,798$8,228iApproximate average salary by contribution assumption: employee only about $205,688 at 4% or $137,125 at 6%; with 50% employer match about $137,125 at 4% or $91,417 at 6%; with 100% employer match about $102,844 at 4% or $68,563 at 6%.
Apercen Partners 401K Plan-109$2,162,626$896,798$8,228iApproximate average salary by contribution assumption: employee only about $205,688 at 4% or $137,125 at 6%; with 50% employer match about $137,125 at 4% or $91,417 at 6%; with 100% employer match about $102,844 at 4% or $68,563 at 6%.
2015189$1,355,414$541,052$6,079iApproximate average salary by contribution assumption: employee only about $151,981 at 4% or $101,321 at 6%; with 50% employer match about $101,321 at 4% or $67,547 at 6%; with 100% employer match about $75,990 at 4% or $50,660 at 6%.
Apercen Partners 401K Plan-89$1,355,414$541,052$6,079iApproximate average salary by contribution assumption: employee only about $151,981 at 4% or $101,321 at 6%; with 50% employer match about $101,321 at 4% or $67,547 at 6%; with 100% employer match about $75,990 at 4% or $50,660 at 6%.
2014165$954,104$429,195$6,603iApproximate average salary by contribution assumption: employee only about $165,075 at 4% or $110,050 at 6%; with 50% employer match about $110,050 at 4% or $73,367 at 6%; with 100% employer match about $82,538 at 4% or $55,025 at 6%.
Apercen Partners 401K Plan-65$954,104$429,195$6,603iApproximate average salary by contribution assumption: employee only about $165,075 at 4% or $110,050 at 6%; with 50% employer match about $110,050 at 4% or $73,367 at 6%; with 100% employer match about $82,538 at 4% or $55,025 at 6%.
2013143$549,042$281,634$6,550iApproximate average salary by contribution assumption: employee only about $163,741 at 4% or $109,160 at 6%; with 50% employer match about $109,160 at 4% or $72,774 at 6%; with 100% employer match about $81,870 at 4% or $54,580 at 6%.
Apercen Partners 401K Plan-43$549,042$281,634$6,550iApproximate average salary by contribution assumption: employee only about $163,741 at 4% or $109,160 at 6%; with 50% employer match about $109,160 at 4% or $72,774 at 6%; with 100% employer match about $81,870 at 4% or $54,580 at 6%.
2012121$283,517$168,967$8,046iApproximate average salary by contribution assumption: employee only about $201,151 at 4% or $134,101 at 6%; with 50% employer match about $134,101 at 4% or $89,401 at 6%; with 100% employer match about $100,576 at 4% or $67,050 at 6%.
Apercen Partners 401K Plan-21$283,517$168,967$8,046iApproximate average salary by contribution assumption: employee only about $201,151 at 4% or $134,101 at 6%; with 50% employer match about $134,101 at 4% or $89,401 at 6%; with 100% employer match about $100,576 at 4% or $67,050 at 6%.
2011117$127,047$88,724$5,219iApproximate average salary by contribution assumption: employee only about $130,476 at 4% or $86,984 at 6%; with 50% employer match about $86,984 at 4% or $57,990 at 6%; with 100% employer match about $65,238 at 4% or $43,492 at 6%.
Apercen Partners 401K Plan-17$127,047$88,724$5,219iApproximate average salary by contribution assumption: employee only about $130,476 at 4% or $86,984 at 6%; with 50% employer match about $86,984 at 4% or $57,990 at 6%; with 100% employer match about $65,238 at 4% or $43,492 at 6%.
201019$47,698$34,317$3,813iApproximate average salary by contribution assumption: employee only about $95,325 at 4% or $63,550 at 6%; with 50% employer match about $63,550 at 4% or $42,367 at 6%; with 100% employer match about $47,663 at 4% or $31,775 at 6%.
Apercen Partners 401K Plan-9$47,698$34,317$3,813iApproximate average salary by contribution assumption: employee only about $95,325 at 4% or $63,550 at 6%; with 50% employer match about $63,550 at 4% or $42,367 at 6%; with 100% employer match about $47,663 at 4% or $31,775 at 6%.
200916$8,963$6,940$1,157iApproximate average salary by contribution assumption: employee only about $28,917 at 4% or $19,278 at 6%; with 50% employer match about $19,278 at 4% or $12,852 at 6%; with 100% employer match about $14,458 at 4% or $9,639 at 6%.
Apercen Partners 401K Plan-6$8,963$6,940$1,157iApproximate average salary by contribution assumption: employee only about $28,917 at 4% or $19,278 at 6%; with 50% employer match about $19,278 at 4% or $12,852 at 6%; with 100% employer match about $14,458 at 4% or $9,639 at 6%.
200813$793$821$274iApproximate average salary by contribution assumption: employee only about $6,842 at 4% or $4,561 at 6%; with 50% employer match about $4,561 at 4% or $3,041 at 6%; with 100% employer match about $3,421 at 4% or $2,281 at 6%.
Apercen Partners 401K Plan-3$793$821$274iApproximate average salary by contribution assumption: employee only about $6,842 at 4% or $4,561 at 6%; with 50% employer match about $4,561 at 4% or $3,041 at 6%; with 100% employer match about $3,421 at 4% or $2,281 at 6%.
Schedule Details

This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.

Filing received by DOL Oct 09, 2018