Civic Intelligence

Pivotal Partners LLP

Plan context: PIVOTAL PARTNERS, LLP 401(K) PLAN

EIN 27-1291323 • Birmingham, AL • 24 filings • 2 plans

3816 Jackson BoulevardBirmingham, AL 35213
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$4,389,081

2024 Contributions

$478,161

Historical Graphs

Total Assets Over Time

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

$7,048,756$3,524,378$0201320192024YearValue
$4,389,081Latest year 2024

Participants Over Time

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

29150201320192024YearValue
29Latest 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
2024229$4,389,081$478,161$16,488iApproximate average salary by contribution assumption: employee only about $412,208 at 4% or $274,805 at 6%; with 50% employer match about $274,805 at 4% or $183,203 at 6%; with 100% employer match about $206,104 at 4% or $137,403 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-29$4,389,081$478,161$16,488iApproximate average salary by contribution assumption: employee only about $412,208 at 4% or $274,805 at 6%; with 50% employer match about $274,805 at 4% or $183,203 at 6%; with 100% employer match about $206,104 at 4% or $137,403 at 6%.
Pivotal Partners LLP Cash Balance Plan-0$0--
2023224$7,048,756$626,292$26,096iApproximate average salary by contribution assumption: employee only about $652,388 at 4% or $434,925 at 6%; with 50% employer match about $434,925 at 4% or $289,950 at 6%; with 100% employer match about $326,194 at 4% or $217,463 at 6%.
Pivotal Partners LLP Cash Balance Plan-22$3,624,727$206,000$9,364iApproximate average salary by contribution assumption: employee only about $234,091 at 4% or $156,061 at 6%; with 50% employer match about $156,061 at 4% or $104,040 at 6%; with 100% employer match about $117,045 at 4% or $78,030 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-24$3,424,029$420,292$17,512iApproximate average salary by contribution assumption: employee only about $437,804 at 4% or $291,869 at 6%; with 50% employer match about $291,869 at 4% or $194,580 at 6%; with 100% employer match about $218,902 at 4% or $145,935 at 6%.
2022225$5,675,348$1,015,012$40,600iApproximate average salary by contribution assumption: employee only about $1,015,012 at 4% or $676,675 at 6%; with 50% employer match about $676,675 at 4% or $451,116 at 6%; with 100% employer match about $507,506 at 4% or $338,337 at 6%.
Pivotal Partners LLP Cash Balance Plan-21$3,171,414$745,147$35,483iApproximate average salary by contribution assumption: employee only about $887,080 at 4% or $591,387 at 6%; with 50% employer match about $591,387 at 4% or $394,258 at 6%; with 100% employer match about $443,540 at 4% or $295,693 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-25$2,503,934$269,865$10,795iApproximate average salary by contribution assumption: employee only about $269,865 at 4% or $179,910 at 6%; with 50% employer match about $179,910 at 4% or $119,940 at 6%; with 100% employer match about $134,933 at 4% or $89,955 at 6%.
2021221$5,559,661$509,199$24,248iApproximate average salary by contribution assumption: employee only about $606,189 at 4% or $404,126 at 6%; with 50% employer match about $404,126 at 4% or $269,417 at 6%; with 100% employer match about $303,095 at 4% or $202,063 at 6%.
Pivotal Partners LLP Cash Balance Plan-19$2,834,484$230,000$12,105iApproximate average salary by contribution assumption: employee only about $302,632 at 4% or $201,754 at 6%; with 50% employer match about $201,754 at 4% or $134,503 at 6%; with 100% employer match about $151,316 at 4% or $100,877 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-21$2,725,177$279,199$13,295iApproximate average salary by contribution assumption: employee only about $332,380 at 4% or $221,587 at 6%; with 50% employer match about $221,587 at 4% or $147,724 at 6%; with 100% employer match about $166,190 at 4% or $110,793 at 6%.
2020219$4,285,209$639,843$33,676iApproximate average salary by contribution assumption: employee only about $841,899 at 4% or $561,266 at 6%; with 50% employer match about $561,266 at 4% or $374,177 at 6%; with 100% employer match about $420,949 at 4% or $280,633 at 6%.
Pivotal Partners LLP Cash Balance Plan-18$2,266,847$349,861$19,437iApproximate average salary by contribution assumption: employee only about $485,918 at 4% or $323,945 at 6%; with 50% employer match about $323,945 at 4% or $215,964 at 6%; with 100% employer match about $242,959 at 4% or $161,973 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-19$2,018,362$289,982$15,262iApproximate average salary by contribution assumption: employee only about $381,555 at 4% or $254,370 at 6%; with 50% employer match about $254,370 at 4% or $169,580 at 6%; with 100% employer match about $190,778 at 4% or $127,185 at 6%.
2019218$3,309,420$631,102$35,061iApproximate average salary by contribution assumption: employee only about $876,531 at 4% or $584,354 at 6%; with 50% employer match about $584,354 at 4% or $389,569 at 6%; with 100% employer match about $438,265 at 4% or $292,177 at 6%.
Pivotal Partners LLP Cash Balance Plan-15$1,864,179$366,642$24,443iApproximate average salary by contribution assumption: employee only about $611,070 at 4% or $407,380 at 6%; with 50% employer match about $407,380 at 4% or $271,587 at 6%; with 100% employer match about $305,535 at 4% or $203,690 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-18$1,445,241$264,460$14,692iApproximate average salary by contribution assumption: employee only about $367,306 at 4% or $244,870 at 6%; with 50% employer match about $244,870 at 4% or $163,247 at 6%; with 100% employer match about $183,653 at 4% or $122,435 at 6%.
2018213$2,414,329$453,763$34,905iApproximate average salary by contribution assumption: employee only about $872,621 at 4% or $581,747 at 6%; with 50% employer match about $581,747 at 4% or $387,832 at 6%; with 100% employer match about $436,311 at 4% or $290,874 at 6%.
Pivotal Partners LLP Cash Balance Plan-11$1,497,537$289,127$26,284iApproximate average salary by contribution assumption: employee only about $657,107 at 4% or $438,071 at 6%; with 50% employer match about $438,071 at 4% or $292,047 at 6%; with 100% employer match about $328,553 at 4% or $219,036 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-13$916,792$164,636$12,664iApproximate average salary by contribution assumption: employee only about $316,608 at 4% or $211,072 at 6%; with 50% employer match about $211,072 at 4% or $140,715 at 6%; with 100% employer match about $158,304 at 4% or $105,536 at 6%.
2017211$2,018,938$473,610$43,055iApproximate average salary by contribution assumption: employee only about $1,076,386 at 4% or $717,591 at 6%; with 50% employer match about $717,591 at 4% or $478,394 at 6%; with 100% employer match about $538,193 at 4% or $358,795 at 6%.
Pivotal Partners LLP Cash Balance Plan-11$1,173,240$256,248$23,295iApproximate average salary by contribution assumption: employee only about $582,382 at 4% or $388,255 at 6%; with 50% employer match about $388,255 at 4% or $258,836 at 6%; with 100% employer match about $291,191 at 4% or $194,127 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-11$845,698$217,362$19,760iApproximate average salary by contribution assumption: employee only about $494,005 at 4% or $329,336 at 6%; with 50% employer match about $329,336 at 4% or $219,558 at 6%; with 100% employer match about $247,002 at 4% or $164,668 at 6%.
201629$1,394,727$352,735$39,193iApproximate average salary by contribution assumption: employee only about $979,819 at 4% or $653,213 at 6%; with 50% employer match about $653,213 at 4% or $435,475 at 6%; with 100% employer match about $489,910 at 4% or $326,606 at 6%.
Pivotal Partners LLP Cash Balance Plan-9$890,309$235,841$26,205iApproximate average salary by contribution assumption: employee only about $655,114 at 4% or $436,743 at 6%; with 50% employer match about $436,743 at 4% or $291,162 at 6%; with 100% employer match about $327,557 at 4% or $218,371 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-9$504,418$116,894$12,988iApproximate average salary by contribution assumption: employee only about $324,706 at 4% or $216,470 at 6%; with 50% employer match about $216,470 at 4% or $144,314 at 6%; with 100% employer match about $162,353 at 4% or $108,235 at 6%.
2015210$988,475$419,580$41,958iApproximate average salary by contribution assumption: employee only about $1,048,950 at 4% or $699,300 at 6%; with 50% employer match about $699,300 at 4% or $466,200 at 6%; with 100% employer match about $524,475 at 4% or $349,650 at 6%.
Pivotal Partners LLP Cash Balance Plan-10$637,106$242,825$24,283iApproximate average salary by contribution assumption: employee only about $607,063 at 4% or $404,708 at 6%; with 50% employer match about $404,708 at 4% or $269,806 at 6%; with 100% employer match about $303,531 at 4% or $202,354 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-10$351,369$176,755$17,676iApproximate average salary by contribution assumption: employee only about $441,888 at 4% or $294,592 at 6%; with 50% employer match about $294,592 at 4% or $196,394 at 6%; with 100% employer match about $220,944 at 4% or $147,296 at 6%.
201428$600,569$359,739$44,967iApproximate average salary by contribution assumption: employee only about $1,124,184 at 4% or $749,456 at 6%; with 50% employer match about $749,456 at 4% or $499,638 at 6%; with 100% employer match about $562,092 at 4% or $374,728 at 6%.
Pivotal Partners LLP Cash Balance Plan-8$408,636$216,192$27,024iApproximate average salary by contribution assumption: employee only about $675,600 at 4% or $450,400 at 6%; with 50% employer match about $450,400 at 4% or $300,267 at 6%; with 100% employer match about $337,800 at 4% or $225,200 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-8$191,933$143,547$17,943iApproximate average salary by contribution assumption: employee only about $448,584 at 4% or $299,056 at 6%; with 50% employer match about $299,056 at 4% or $199,371 at 6%; with 100% employer match about $224,292 at 4% or $149,528 at 6%.
201325$229,267$228,982$45,796iApproximate average salary by contribution assumption: employee only about $1,144,910 at 4% or $763,273 at 6%; with 50% employer match about $763,273 at 4% or $508,849 at 6%; with 100% employer match about $572,455 at 4% or $381,637 at 6%.
Pivotal Partners LLP Cash Balance Plan-5$187,182$187,182$37,436iApproximate average salary by contribution assumption: employee only about $935,910 at 4% or $623,940 at 6%; with 50% employer match about $623,940 at 4% or $415,960 at 6%; with 100% employer match about $467,955 at 4% or $311,970 at 6%.
PIVOTAL PARTNERS, LLP 401(K) PLAN-5$42,085$41,800$8,360iApproximate average salary by contribution assumption: employee only about $209,000 at 4% or $139,333 at 6%; with 50% employer match about $139,333 at 4% or $92,889 at 6%; with 100% employer match about $104,500 at 4% or $69,667 at 6%.