Civic Intelligence

Essential Investment Partners LLC

Plan context: Essential Investment Partners LLC 401(K) Profit Sharing Plan

EIN 26-4077363 • Englewood, CO • 16 filings • 1 plans

7887 E. Belleview Ave.Suite 1275Englewood, CO 80111
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$547,773

2024 Contributions

$13,901

Historical Graphs

Total Assets Over Time

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

$547,773$273,887$0200920172024YearValue
$547,773Latest 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
2Latest 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
202412$547,773$13,901$6,951iApproximate average salary by contribution assumption: employee only about $173,763 at 4% or $115,842 at 6%; with 50% employer match about $115,842 at 4% or $77,228 at 6%; with 100% employer match about $86,881 at 4% or $57,921 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-2$547,773$13,901$6,951iApproximate average salary by contribution assumption: employee only about $173,763 at 4% or $115,842 at 6%; with 50% employer match about $115,842 at 4% or $77,228 at 6%; with 100% employer match about $86,881 at 4% or $57,921 at 6%.
202313$475,935$13,281$4,427iApproximate average salary by contribution assumption: employee only about $110,675 at 4% or $73,783 at 6%; with 50% employer match about $73,783 at 4% or $49,189 at 6%; with 100% employer match about $55,338 at 4% or $36,892 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-3$475,935$13,281$4,427iApproximate average salary by contribution assumption: employee only about $110,675 at 4% or $73,783 at 6%; with 50% employer match about $73,783 at 4% or $49,189 at 6%; with 100% employer match about $55,338 at 4% or $36,892 at 6%.
202212$391,308$11,484$5,742iApproximate average salary by contribution assumption: employee only about $143,550 at 4% or $95,700 at 6%; with 50% employer match about $95,700 at 4% or $63,800 at 6%; with 100% employer match about $71,775 at 4% or $47,850 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-2$391,308$11,484$5,742iApproximate average salary by contribution assumption: employee only about $143,550 at 4% or $95,700 at 6%; with 50% employer match about $95,700 at 4% or $63,800 at 6%; with 100% employer match about $71,775 at 4% or $47,850 at 6%.
202113$467,097$8,785$2,928iApproximate average salary by contribution assumption: employee only about $73,208 at 4% or $48,806 at 6%; with 50% employer match about $48,806 at 4% or $32,537 at 6%; with 100% employer match about $36,604 at 4% or $24,403 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-3$467,097$8,785$2,928iApproximate average salary by contribution assumption: employee only about $73,208 at 4% or $48,806 at 6%; with 50% employer match about $48,806 at 4% or $32,537 at 6%; with 100% employer match about $36,604 at 4% or $24,403 at 6%.
202012$408,449$9,725$4,863iApproximate average salary by contribution assumption: employee only about $121,563 at 4% or $81,042 at 6%; with 50% employer match about $81,042 at 4% or $54,028 at 6%; with 100% employer match about $60,781 at 4% or $40,521 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-2$408,449$9,725$4,863iApproximate average salary by contribution assumption: employee only about $121,563 at 4% or $81,042 at 6%; with 50% employer match about $81,042 at 4% or $54,028 at 6%; with 100% employer match about $60,781 at 4% or $40,521 at 6%.
201913$339,161$10,370$3,457iApproximate average salary by contribution assumption: employee only about $86,417 at 4% or $57,611 at 6%; with 50% employer match about $57,611 at 4% or $38,407 at 6%; with 100% employer match about $43,208 at 4% or $28,806 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-3$339,161$10,370$3,457iApproximate average salary by contribution assumption: employee only about $86,417 at 4% or $57,611 at 6%; with 50% employer match about $57,611 at 4% or $38,407 at 6%; with 100% employer match about $43,208 at 4% or $28,806 at 6%.
201812$502,834$42,886$21,443iApproximate average salary by contribution assumption: employee only about $536,075 at 4% or $357,383 at 6%; with 50% employer match about $357,383 at 4% or $238,256 at 6%; with 100% employer match about $268,038 at 4% or $178,692 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-2$502,834$42,886$21,443iApproximate average salary by contribution assumption: employee only about $536,075 at 4% or $357,383 at 6%; with 50% employer match about $357,383 at 4% or $238,256 at 6%; with 100% employer match about $268,038 at 4% or $178,692 at 6%.
201712$494,863$48,360$24,180iApproximate average salary by contribution assumption: employee only about $604,500 at 4% or $403,000 at 6%; with 50% employer match about $403,000 at 4% or $268,667 at 6%; with 100% employer match about $302,250 at 4% or $201,500 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-2$494,863$48,360$24,180iApproximate average salary by contribution assumption: employee only about $604,500 at 4% or $403,000 at 6%; with 50% employer match about $403,000 at 4% or $268,667 at 6%; with 100% employer match about $302,250 at 4% or $201,500 at 6%.
201612$370,161$38,538$19,269iApproximate average salary by contribution assumption: employee only about $481,725 at 4% or $321,150 at 6%; with 50% employer match about $321,150 at 4% or $214,100 at 6%; with 100% employer match about $240,863 at 4% or $160,575 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-2$370,161$38,538$19,269iApproximate average salary by contribution assumption: employee only about $481,725 at 4% or $321,150 at 6%; with 50% employer match about $321,150 at 4% or $214,100 at 6%; with 100% employer match about $240,863 at 4% or $160,575 at 6%.
201512$310,580$45,728$22,864iApproximate average salary by contribution assumption: employee only about $571,600 at 4% or $381,067 at 6%; with 50% employer match about $381,067 at 4% or $254,044 at 6%; with 100% employer match about $285,800 at 4% or $190,533 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-2$310,580$45,728$22,864iApproximate average salary by contribution assumption: employee only about $571,600 at 4% or $381,067 at 6%; with 50% employer match about $381,067 at 4% or $254,044 at 6%; with 100% employer match about $285,800 at 4% or $190,533 at 6%.
201413$416,002$50,417$16,806iApproximate average salary by contribution assumption: employee only about $420,142 at 4% or $280,094 at 6%; with 50% employer match about $280,094 at 4% or $186,730 at 6%; with 100% employer match about $210,071 at 4% or $140,047 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-3$416,002$50,417$16,806iApproximate average salary by contribution assumption: employee only about $420,142 at 4% or $280,094 at 6%; with 50% employer match about $280,094 at 4% or $186,730 at 6%; with 100% employer match about $210,071 at 4% or $140,047 at 6%.
201313$346,410$42,965$14,322iApproximate average salary by contribution assumption: employee only about $358,042 at 4% or $238,694 at 6%; with 50% employer match about $238,694 at 4% or $159,130 at 6%; with 100% employer match about $179,021 at 4% or $119,347 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-3$346,410$42,965$14,322iApproximate average salary by contribution assumption: employee only about $358,042 at 4% or $238,694 at 6%; with 50% employer match about $238,694 at 4% or $159,130 at 6%; with 100% employer match about $179,021 at 4% or $119,347 at 6%.
201213$249,202$34,829$11,610iApproximate average salary by contribution assumption: employee only about $290,242 at 4% or $193,494 at 6%; with 50% employer match about $193,494 at 4% or $128,996 at 6%; with 100% employer match about $145,121 at 4% or $96,747 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-3$249,202$34,829$11,610iApproximate average salary by contribution assumption: employee only about $290,242 at 4% or $193,494 at 6%; with 50% employer match about $193,494 at 4% or $128,996 at 6%; with 100% employer match about $145,121 at 4% or $96,747 at 6%.
201113$188,889$46,758$15,586iApproximate average salary by contribution assumption: employee only about $389,650 at 4% or $259,767 at 6%; with 50% employer match about $259,767 at 4% or $173,178 at 6%; with 100% employer match about $194,825 at 4% or $129,883 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-3$188,889$46,758$15,586iApproximate average salary by contribution assumption: employee only about $389,650 at 4% or $259,767 at 6%; with 50% employer match about $259,767 at 4% or $173,178 at 6%; with 100% employer match about $194,825 at 4% or $129,883 at 6%.
201014$154,780$33,145$8,286iApproximate average salary by contribution assumption: employee only about $207,156 at 4% or $138,104 at 6%; with 50% employer match about $138,104 at 4% or $92,069 at 6%; with 100% employer match about $103,578 at 4% or $69,052 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-4$154,780$33,145$8,286iApproximate average salary by contribution assumption: employee only about $207,156 at 4% or $138,104 at 6%; with 50% employer match about $138,104 at 4% or $92,069 at 6%; with 100% employer match about $103,578 at 4% or $69,052 at 6%.
200913$114,504$25,054$8,351iApproximate average salary by contribution assumption: employee only about $208,783 at 4% or $139,189 at 6%; with 50% employer match about $139,189 at 4% or $92,793 at 6%; with 100% employer match about $104,392 at 4% or $69,594 at 6%.
Essential Investment Partners LLC 401(K) Profit Sharing Plan-3$114,504$25,054$8,351iApproximate average salary by contribution assumption: employee only about $208,783 at 4% or $139,189 at 6%; with 50% employer match about $139,189 at 4% or $92,793 at 6%; with 100% employer match about $104,392 at 4% or $69,594 at 6%.