Civic Intelligence

Story Partners LLC

Plan context: Story Partners LLC 401(K) Profit Sharing Plan and Trust

EIN 27-1608593 • Washington, DC • 14 filings • 2 plans

875 15th Street NW Suite 619Washington, DC 20005
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,861,046

2024 Contributions

$295,811

Historical Graphs

Total Assets Over Time

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

$1,861,046$930,523$0201120182024YearValue
$1,861,046Latest year 2024

Participants Over Time

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

24120201120182024YearValue
17Latest 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
2024117$1,861,046$295,811$17,401iApproximate average salary by contribution assumption: employee only about $435,016 at 4% or $290,011 at 6%; with 50% employer match about $290,011 at 4% or $193,341 at 6%; with 100% employer match about $217,508 at 4% or $145,005 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-17$1,861,046$295,811$17,401iApproximate average salary by contribution assumption: employee only about $435,016 at 4% or $290,011 at 6%; with 50% employer match about $290,011 at 4% or $193,341 at 6%; with 100% employer match about $217,508 at 4% or $145,005 at 6%.
2023117$1,699,568$298,384$17,552iApproximate average salary by contribution assumption: employee only about $438,800 at 4% or $292,533 at 6%; with 50% employer match about $292,533 at 4% or $195,022 at 6%; with 100% employer match about $219,400 at 4% or $146,267 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-17$1,699,568$298,384$17,552iApproximate average salary by contribution assumption: employee only about $438,800 at 4% or $292,533 at 6%; with 50% employer match about $292,533 at 4% or $195,022 at 6%; with 100% employer match about $219,400 at 4% or $146,267 at 6%.
2022121$1,636,781$344,710$16,415iApproximate average salary by contribution assumption: employee only about $410,369 at 4% or $273,579 at 6%; with 50% employer match about $273,579 at 4% or $182,386 at 6%; with 100% employer match about $205,185 at 4% or $136,790 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-21$1,636,781$344,710$16,415iApproximate average salary by contribution assumption: employee only about $410,369 at 4% or $273,579 at 6%; with 50% employer match about $273,579 at 4% or $182,386 at 6%; with 100% employer match about $205,185 at 4% or $136,790 at 6%.
2021120$1,691,503$266,474$13,324iApproximate average salary by contribution assumption: employee only about $333,093 at 4% or $222,062 at 6%; with 50% employer match about $222,062 at 4% or $148,041 at 6%; with 100% employer match about $166,546 at 4% or $111,031 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-20$1,691,503$266,474$13,324iApproximate average salary by contribution assumption: employee only about $333,093 at 4% or $222,062 at 6%; with 50% employer match about $222,062 at 4% or $148,041 at 6%; with 100% employer match about $166,546 at 4% or $111,031 at 6%.
2020119$1,225,798$148,007$7,790iApproximate average salary by contribution assumption: employee only about $194,746 at 4% or $129,831 at 6%; with 50% employer match about $129,831 at 4% or $86,554 at 6%; with 100% employer match about $97,373 at 4% or $64,915 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-19$1,225,798$148,007$7,790iApproximate average salary by contribution assumption: employee only about $194,746 at 4% or $129,831 at 6%; with 50% employer match about $129,831 at 4% or $86,554 at 6%; with 100% employer match about $97,373 at 4% or $64,915 at 6%.
2019116$866,769$182,318$11,395iApproximate average salary by contribution assumption: employee only about $284,872 at 4% or $189,915 at 6%; with 50% employer match about $189,915 at 4% or $126,610 at 6%; with 100% employer match about $142,436 at 4% or $94,957 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-16$866,769$182,318$11,395iApproximate average salary by contribution assumption: employee only about $284,872 at 4% or $189,915 at 6%; with 50% employer match about $189,915 at 4% or $126,610 at 6%; with 100% employer match about $142,436 at 4% or $94,957 at 6%.
2018117$1,240,139$181,447$10,673iApproximate average salary by contribution assumption: employee only about $266,834 at 4% or $177,889 at 6%; with 50% employer match about $177,889 at 4% or $118,593 at 6%; with 100% employer match about $133,417 at 4% or $88,945 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-17$1,240,139$181,447$10,673iApproximate average salary by contribution assumption: employee only about $266,834 at 4% or $177,889 at 6%; with 50% employer match about $177,889 at 4% or $118,593 at 6%; with 100% employer match about $133,417 at 4% or $88,945 at 6%.
2017118$1,440,660$197,468$10,970iApproximate average salary by contribution assumption: employee only about $274,261 at 4% or $182,841 at 6%; with 50% employer match about $182,841 at 4% or $121,894 at 6%; with 100% employer match about $137,131 at 4% or $91,420 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-18$1,440,660$197,468$10,970iApproximate average salary by contribution assumption: employee only about $274,261 at 4% or $182,841 at 6%; with 50% employer match about $182,841 at 4% or $121,894 at 6%; with 100% employer match about $137,131 at 4% or $91,420 at 6%.
2016124$1,341,730$700,020$29,168iApproximate average salary by contribution assumption: employee only about $729,188 at 4% or $486,125 at 6%; with 50% employer match about $486,125 at 4% or $324,083 at 6%; with 100% employer match about $364,594 at 4% or $243,063 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-24$1,341,730$700,020$29,168iApproximate average salary by contribution assumption: employee only about $729,188 at 4% or $486,125 at 6%; with 50% employer match about $486,125 at 4% or $324,083 at 6%; with 100% employer match about $364,594 at 4% or $243,063 at 6%.
2015120$611,446$173,202$8,660iApproximate average salary by contribution assumption: employee only about $216,503 at 4% or $144,335 at 6%; with 50% employer match about $144,335 at 4% or $96,223 at 6%; with 100% employer match about $108,251 at 4% or $72,168 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-20$611,446$173,202$8,660iApproximate average salary by contribution assumption: employee only about $216,503 at 4% or $144,335 at 6%; with 50% employer match about $144,335 at 4% or $96,223 at 6%; with 100% employer match about $108,251 at 4% or $72,168 at 6%.
2014118$543,879$175,871$9,771iApproximate average salary by contribution assumption: employee only about $244,265 at 4% or $162,844 at 6%; with 50% employer match about $162,844 at 4% or $108,562 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-18$543,879$175,871$9,771iApproximate average salary by contribution assumption: employee only about $244,265 at 4% or $162,844 at 6%; with 50% employer match about $162,844 at 4% or $108,562 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
2013113$362,645$162,790$12,522iApproximate average salary by contribution assumption: employee only about $313,058 at 4% or $208,705 at 6%; with 50% employer match about $208,705 at 4% or $139,137 at 6%; with 100% employer match about $156,529 at 4% or $104,353 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-13$362,645$162,790$12,522iApproximate average salary by contribution assumption: employee only about $313,058 at 4% or $208,705 at 6%; with 50% employer match about $208,705 at 4% or $139,137 at 6%; with 100% employer match about $156,529 at 4% or $104,353 at 6%.
2012113$207,883$160,025$12,310iApproximate average salary by contribution assumption: employee only about $307,740 at 4% or $205,160 at 6%; with 50% employer match about $205,160 at 4% or $136,774 at 6%; with 100% employer match about $153,870 at 4% or $102,580 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-13$207,883$160,025$12,310iApproximate average salary by contribution assumption: employee only about $307,740 at 4% or $205,160 at 6%; with 50% employer match about $205,160 at 4% or $136,774 at 6%; with 100% employer match about $153,870 at 4% or $102,580 at 6%.
201116$33,935$33,387$5,565iApproximate average salary by contribution assumption: employee only about $139,113 at 4% or $92,742 at 6%; with 50% employer match about $92,742 at 4% or $61,828 at 6%; with 100% employer match about $69,556 at 4% or $46,371 at 6%.
Story Partners LLC 401(K) Profit Sharing Plan and Trust-6$33,935$33,387$5,565iApproximate average salary by contribution assumption: employee only about $139,113 at 4% or $92,742 at 6%; with 50% employer match about $92,742 at 4% or $61,828 at 6%; with 100% employer match about $69,556 at 4% or $46,371 at 6%.