Civic Intelligence

Pareto Captive Services LLC

Plan context: The Pareto and Garnet 401K Plan

EIN 27-5552975 • Philadelphia, PA • 17 filings • 3 plans

Cira Centre South2929 Walnut Street, Suite 1500Philadelphia, PA 19104
Current Snapshot

Latest Year

2024

2024 Participants

298

2024 Assets

$18,512,668

2024 Contributions

$5,370,223

Historical Graphs

Total Assets Over Time

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

$18,512,668$9,256,334$0201320192024YearValue
$18,512,668Latest year 2024

Participants Over Time

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

2981490201320192024YearValue
298Latest 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
20242298$18,512,668$5,370,223$18,021iApproximate average salary by contribution assumption: employee only about $450,522 at 4% or $300,348 at 6%; with 50% employer match about $300,348 at 4% or $200,232 at 6%; with 100% employer match about $225,261 at 4% or $150,174 at 6%.
The Pareto and Garnet 401K Plan-254$18,512,668$5,370,223$21,143iApproximate average salary by contribution assumption: employee only about $528,565 at 4% or $352,377 at 6%; with 50% employer match about $352,377 at 4% or $234,918 at 6%; with 100% employer match about $264,283 at 4% or $176,188 at 6%.
Pareto Captive Services Health and Welfare Plan-298---
20232253$12,140,201$3,240,150$12,807iApproximate average salary by contribution assumption: employee only about $320,173 at 4% or $213,449 at 6%; with 50% employer match about $213,449 at 4% or $142,299 at 6%; with 100% employer match about $160,086 at 4% or $106,724 at 6%.
The Pareto and Garnet 401K Plan-204$12,140,201$3,240,150$15,883iApproximate average salary by contribution assumption: employee only about $397,077 at 4% or $264,718 at 6%; with 50% employer match about $264,718 at 4% or $176,479 at 6%; with 100% employer match about $198,539 at 4% or $132,359 at 6%.
Pareto Captive Services Health and Welfare Plan-253---
20222197$7,843,682$2,417,965$12,274iApproximate average salary by contribution assumption: employee only about $306,848 at 4% or $204,566 at 6%; with 50% employer match about $204,566 at 4% or $136,377 at 6%; with 100% employer match about $153,424 at 4% or $102,283 at 6%.
The Pareto and Garnet 401K Plan-146$7,843,682$2,417,965$16,561iApproximate average salary by contribution assumption: employee only about $414,035 at 4% or $276,023 at 6%; with 50% employer match about $276,023 at 4% or $184,016 at 6%; with 100% employer match about $207,018 at 4% or $138,012 at 6%.
Pareto Captive Services Health and Welfare Plan-197---
20212140$6,837,742$2,134,902$15,249iApproximate average salary by contribution assumption: employee only about $381,233 at 4% or $254,155 at 6%; with 50% employer match about $254,155 at 4% or $169,437 at 6%; with 100% employer match about $190,616 at 4% or $127,078 at 6%.
The Pareto and Garnet 401K Plan-138$6,837,742$2,134,902$15,470iApproximate average salary by contribution assumption: employee only about $386,758 at 4% or $257,838 at 6%; with 50% employer match about $257,838 at 4% or $171,892 at 6%; with 100% employer match about $193,379 at 4% or $128,919 at 6%.
Pareto Captive Services Health and Welfare Plan-140---
20202124$3,943,624$1,160,739$9,361iApproximate average salary by contribution assumption: employee only about $234,020 at 4% or $156,013 at 6%; with 50% employer match about $156,013 at 4% or $104,009 at 6%; with 100% employer match about $117,010 at 4% or $78,007 at 6%.
The Pareto and Garnet 401K Plan-76$3,943,624$1,160,739$15,273iApproximate average salary by contribution assumption: employee only about $381,822 at 4% or $254,548 at 6%; with 50% employer match about $254,548 at 4% or $169,699 at 6%; with 100% employer match about $190,911 at 4% or $127,274 at 6%.
Pareto Captive Services Health and Welfare Plan-124---
2019142$2,194,360$528,239$12,577iApproximate average salary by contribution assumption: employee only about $314,428 at 4% or $209,619 at 6%; with 50% employer match about $209,619 at 4% or $139,746 at 6%; with 100% employer match about $157,214 at 4% or $104,809 at 6%.
The Pareto and Garnet 401K Plan-42$2,194,360$528,239$12,577iApproximate average salary by contribution assumption: employee only about $314,428 at 4% or $209,619 at 6%; with 50% employer match about $209,619 at 4% or $139,746 at 6%; with 100% employer match about $157,214 at 4% or $104,809 at 6%.
2018140$1,774,109$566,680$14,167iApproximate average salary by contribution assumption: employee only about $354,175 at 4% or $236,117 at 6%; with 50% employer match about $236,117 at 4% or $157,411 at 6%; with 100% employer match about $177,088 at 4% or $118,058 at 6%.
The Pareto and Garnet 401K Plan-40$1,774,109$566,680$14,167iApproximate average salary by contribution assumption: employee only about $354,175 at 4% or $236,117 at 6%; with 50% employer match about $236,117 at 4% or $157,411 at 6%; with 100% employer match about $177,088 at 4% or $118,058 at 6%.
2017133$1,353,373$504,421$15,285iApproximate average salary by contribution assumption: employee only about $382,137 at 4% or $254,758 at 6%; with 50% employer match about $254,758 at 4% or $169,839 at 6%; with 100% employer match about $191,069 at 4% or $127,379 at 6%.
The Pareto and Garnet 401K Plan-33$1,353,373$504,421$15,285iApproximate average salary by contribution assumption: employee only about $382,137 at 4% or $254,758 at 6%; with 50% employer match about $254,758 at 4% or $169,839 at 6%; with 100% employer match about $191,069 at 4% or $127,379 at 6%.
2016123$733,511$244,007$10,609iApproximate average salary by contribution assumption: employee only about $265,225 at 4% or $176,817 at 6%; with 50% employer match about $176,817 at 4% or $117,878 at 6%; with 100% employer match about $132,613 at 4% or $88,408 at 6%.
The Pareto and Garnet 401K Plan-23$733,511$244,007$10,609iApproximate average salary by contribution assumption: employee only about $265,225 at 4% or $176,817 at 6%; with 50% employer match about $176,817 at 4% or $117,878 at 6%; with 100% employer match about $132,613 at 4% or $88,408 at 6%.
2015120$450,913$219,126$10,956iApproximate average salary by contribution assumption: employee only about $273,908 at 4% or $182,605 at 6%; with 50% employer match about $182,605 at 4% or $121,737 at 6%; with 100% employer match about $136,954 at 4% or $91,303 at 6%.
The Pareto and Garnet 401K Plan-20$450,913$219,126$10,956iApproximate average salary by contribution assumption: employee only about $273,908 at 4% or $182,605 at 6%; with 50% employer match about $182,605 at 4% or $121,737 at 6%; with 100% employer match about $136,954 at 4% or $91,303 at 6%.
2014114$235,469$134,005$9,572iApproximate average salary by contribution assumption: employee only about $239,295 at 4% or $159,530 at 6%; with 50% employer match about $159,530 at 4% or $106,353 at 6%; with 100% employer match about $119,647 at 4% or $79,765 at 6%.
The Pareto and Garnet 401K Plan-14$235,469$134,005$9,572iApproximate average salary by contribution assumption: employee only about $239,295 at 4% or $159,530 at 6%; with 50% employer match about $159,530 at 4% or $106,353 at 6%; with 100% employer match about $119,647 at 4% or $79,765 at 6%.
2013113$93,234$92,983$7,153iApproximate average salary by contribution assumption: employee only about $178,813 at 4% or $119,209 at 6%; with 50% employer match about $119,209 at 4% or $79,473 at 6%; with 100% employer match about $89,407 at 4% or $59,604 at 6%.
The Pareto and Garnet 401K Plan-13$93,234$92,983$7,153iApproximate average salary by contribution assumption: employee only about $178,813 at 4% or $119,209 at 6%; with 50% employer match about $119,209 at 4% or $79,473 at 6%; with 100% employer match about $89,407 at 4% or $59,604 at 6%.