Civic Intelligence

Convergence Investment Partner

Plan context: Convergence Investment Partner 401(K) Profit Sharing Plan & Trust

EIN 26-3620998 • Palm Beach Gardens, FL • 8 filings • 2 plans

3801 Pga BlvdSuite 1001Palm Beach Gardens, FL 33410
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,246,210

2025 Contributions

$102,727

Historical Graphs

Total Assets Over Time

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

$1,246,210$623,105$0201820222025YearValue
$1,246,210Latest year 2025

Participants Over Time

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

1050201820222025YearValue
5Latest year 2025

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
202515$1,246,210$102,727$20,545iApproximate average salary by contribution assumption: employee only about $513,635 at 4% or $342,423 at 6%; with 50% employer match about $342,423 at 4% or $228,282 at 6%; with 100% employer match about $256,818 at 4% or $171,212 at 6%.
Convergence Investment Partner 401(K) Profit Sharing Plan & Trust-5$1,246,210$102,727$20,545iApproximate average salary by contribution assumption: employee only about $513,635 at 4% or $342,423 at 6%; with 50% employer match about $342,423 at 4% or $228,282 at 6%; with 100% employer match about $256,818 at 4% or $171,212 at 6%.
2024110$955,812$94,449$9,445iApproximate average salary by contribution assumption: employee only about $236,123 at 4% or $157,415 at 6%; with 50% employer match about $157,415 at 4% or $104,943 at 6%; with 100% employer match about $118,061 at 4% or $78,708 at 6%.
Convergence Investment Partner 401(K) Profit Sharing Plan & Trust-10$955,812$94,449$9,445iApproximate average salary by contribution assumption: employee only about $236,123 at 4% or $157,415 at 6%; with 50% employer match about $157,415 at 4% or $104,943 at 6%; with 100% employer match about $118,061 at 4% or $78,708 at 6%.
2023110$712,915$300,374$30,037iApproximate average salary by contribution assumption: employee only about $750,935 at 4% or $500,623 at 6%; with 50% employer match about $500,623 at 4% or $333,749 at 6%; with 100% employer match about $375,468 at 4% or $250,312 at 6%.
Convergence Investment Partner 401(K) Profit Sharing Plan & Trust-10$712,915$300,374$30,037iApproximate average salary by contribution assumption: employee only about $750,935 at 4% or $500,623 at 6%; with 50% employer match about $500,623 at 4% or $333,749 at 6%; with 100% employer match about $375,468 at 4% or $250,312 at 6%.
2022110$352,086$58,000$5,800iApproximate average salary by contribution assumption: employee only about $145,000 at 4% or $96,667 at 6%; with 50% employer match about $96,667 at 4% or $64,444 at 6%; with 100% employer match about $72,500 at 4% or $48,333 at 6%.
Convergence Investment Partner 401(K) Profit Sharing Plan & Trust-10$352,086$58,000$5,800iApproximate average salary by contribution assumption: employee only about $145,000 at 4% or $96,667 at 6%; with 50% employer match about $96,667 at 4% or $64,444 at 6%; with 100% employer match about $72,500 at 4% or $48,333 at 6%.
202119$316,168$82,164$9,129iApproximate average salary by contribution assumption: employee only about $228,233 at 4% or $152,156 at 6%; with 50% employer match about $152,156 at 4% or $101,437 at 6%; with 100% employer match about $114,117 at 4% or $76,078 at 6%.
Convergence Investment Partner 401(K) Profit Sharing Plan & Trust-9$316,168$82,164$9,129iApproximate average salary by contribution assumption: employee only about $228,233 at 4% or $152,156 at 6%; with 50% employer match about $152,156 at 4% or $101,437 at 6%; with 100% employer match about $114,117 at 4% or $76,078 at 6%.
202016$186,613$92,604$15,434iApproximate average salary by contribution assumption: employee only about $385,850 at 4% or $257,233 at 6%; with 50% employer match about $257,233 at 4% or $171,489 at 6%; with 100% employer match about $192,925 at 4% or $128,617 at 6%.
Convergence Investment Partner 401(K) Profit Sharing Plan & Trust-6$186,613$92,604$15,434iApproximate average salary by contribution assumption: employee only about $385,850 at 4% or $257,233 at 6%; with 50% employer match about $257,233 at 4% or $171,489 at 6%; with 100% employer match about $192,925 at 4% or $128,617 at 6%.
201918$157,362$122,682$15,335iApproximate average salary by contribution assumption: employee only about $383,381 at 4% or $255,588 at 6%; with 50% employer match about $255,588 at 4% or $170,392 at 6%; with 100% employer match about $191,691 at 4% or $127,794 at 6%.
Convergence Investment Partner 401(K) Profit Sharing Plan & Trust-8$157,362$122,682$15,335iApproximate average salary by contribution assumption: employee only about $383,381 at 4% or $255,588 at 6%; with 50% employer match about $255,588 at 4% or $170,392 at 6%; with 100% employer match about $191,691 at 4% or $127,794 at 6%.
201817$29,550$29,981$4,283iApproximate average salary by contribution assumption: employee only about $107,075 at 4% or $71,383 at 6%; with 50% employer match about $71,383 at 4% or $47,589 at 6%; with 100% employer match about $53,538 at 4% or $35,692 at 6%.
Convergence Investment Partner 401(K) Profit Sharing Plan & Trust-7$29,550$29,981$4,283iApproximate average salary by contribution assumption: employee only about $107,075 at 4% or $71,383 at 6%; with 50% employer match about $71,383 at 4% or $47,589 at 6%; with 100% employer match about $53,538 at 4% or $35,692 at 6%.