Natoma Partners LLC
Plan context: Natoma Partners LLC 401(K) Savings and Profit Sharing Plan
EIN 27-3429553 • Chicago, IL • 12 filings • 3 plans
Current Snapshot
Latest Year
2016
2016 Participants
18
2016 Assets
$2,457,466
2016 Contributions
$181,696
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 2 | 0 | $2,457,466 | $181,696 | - |
| Natoma Partners LLC 401(K) Savings and Profit Sharing Plan | - | 0 | $2,457,466 | $181,696 | - |
| Natoma Partners LLC 401(K) Savings and Profit Sharing Plan | - | 0 | - | - | - |
| 2015 | 2 | 18 | $2,852,050 | $896,917 | $49,829iApproximate average salary by contribution assumption: employee only about $1,245,718 at 4% or $830,479 at 6%; with 50% employer match about $830,479 at 4% or $553,652 at 6%; with 100% employer match about $622,859 at 4% or $415,239 at 6%. |
| Natoma Partners LLC 401(K) Savings and Profit Sharing Plan | - | 18 | $2,852,050 | $819,106 | $45,506iApproximate average salary by contribution assumption: employee only about $1,137,647 at 4% or $758,431 at 6%; with 50% employer match about $758,431 at 4% or $505,621 at 6%; with 100% employer match about $568,824 at 4% or $379,216 at 6%. |
| NATOMA PARTNERS, LLC CASH BALANCE PENSION PLAN | - | 0 | $0 | $77,811 | - |
| 2014 | 2 | 22 | $3,022,763 | $704,031 | $32,001iApproximate average salary by contribution assumption: employee only about $800,035 at 4% or $533,357 at 6%; with 50% employer match about $533,357 at 4% or $355,571 at 6%; with 100% employer match about $400,018 at 4% or $266,678 at 6%. |
| Natoma Partners LLC 401(K) Savings and Profit Sharing Plan | - | 22 | $2,135,049 | $554,253 | $25,193iApproximate average salary by contribution assumption: employee only about $629,833 at 4% or $419,889 at 6%; with 50% employer match about $419,889 at 4% or $279,926 at 6%; with 100% employer match about $314,916 at 4% or $209,944 at 6%. |
| NATOMA PARTNERS, LLC CASH BALANCE PENSION PLAN | - | 22 | $887,714 | $149,778 | $6,808iApproximate average salary by contribution assumption: employee only about $170,202 at 4% or $113,468 at 6%; with 50% employer match about $113,468 at 4% or $75,645 at 6%; with 100% employer match about $85,101 at 4% or $56,734 at 6%. |
| 2013 | 2 | 25 | $2,504,219 | $889,897 | $35,596iApproximate average salary by contribution assumption: employee only about $889,897 at 4% or $593,265 at 6%; with 50% employer match about $593,265 at 4% or $395,510 at 6%; with 100% employer match about $444,948 at 4% or $296,632 at 6%. |
| Natoma Partners LLC 401(K) Savings and Profit Sharing Plan | - | 25 | $1,838,661 | $652,489 | $26,100iApproximate average salary by contribution assumption: employee only about $652,489 at 4% or $434,993 at 6%; with 50% employer match about $434,993 at 4% or $289,995 at 6%; with 100% employer match about $326,245 at 4% or $217,496 at 6%. |
| NATOMA PARTNERS, LLC CASH BALANCE PENSION PLAN | - | 25 | $665,558 | $237,408 | $9,496iApproximate average salary by contribution assumption: employee only about $237,408 at 4% or $158,272 at 6%; with 50% employer match about $158,272 at 4% or $105,515 at 6%; with 100% employer match about $118,704 at 4% or $79,136 at 6%. |
| 2012 | 2 | 23 | $1,465,661 | $697,604 | $30,331iApproximate average salary by contribution assumption: employee only about $758,265 at 4% or $505,510 at 6%; with 50% employer match about $505,510 at 4% or $337,007 at 6%; with 100% employer match about $379,133 at 4% or $252,755 at 6%. |
| Natoma Partners LLC 401(K) Savings and Profit Sharing Plan | - | 23 | $1,098,729 | $497,604 | $21,635iApproximate average salary by contribution assumption: employee only about $540,874 at 4% or $360,583 at 6%; with 50% employer match about $360,583 at 4% or $240,388 at 6%; with 100% employer match about $270,437 at 4% or $180,291 at 6%. |
| NATOMA PARTNERS, LLC CASH BALANCE PENSION PLAN | - | 23 | $366,932 | $200,000 | $8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%. |
| 2011 | 2 | 15 | $725,341 | $725,511 | $48,367iApproximate average salary by contribution assumption: employee only about $1,209,185 at 4% or $806,123 at 6%; with 50% employer match about $806,123 at 4% or $537,416 at 6%; with 100% employer match about $604,593 at 4% or $403,062 at 6%. |
| Natoma Partners LLC 401(K) Savings and Profit Sharing Plan | - | 15 | $571,114 | $571,284 | $38,086iApproximate average salary by contribution assumption: employee only about $952,140 at 4% or $634,760 at 6%; with 50% employer match about $634,760 at 4% or $423,173 at 6%; with 100% employer match about $476,070 at 4% or $317,380 at 6%. |
| NATOMA PARTNERS, LLC CASH BALANCE PENSION PLAN | - | 10 | $154,227 | $154,227 | $15,423iApproximate average salary by contribution assumption: employee only about $385,568 at 4% or $257,045 at 6%; with 50% employer match about $257,045 at 4% or $171,363 at 6%; with 100% employer match about $192,784 at 4% or $128,523 at 6%. |