SIVIA CAPITAL PARTNERS, LLC
Plan context: SIVIA CAPITAL PARTNERS 401(K) PLAN
EIN 32-0685356 • Mill Valley, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$337,357
2025 Contributions
$106,744
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $337,357 | $106,744 | $17,791iApproximate average salary by contribution assumption: employee only about $444,767 at 4% or $296,511 at 6%; with 50% employer match about $296,511 at 4% or $197,674 at 6%; with 100% employer match about $222,383 at 4% or $148,256 at 6%. |
| SIVIA CAPITAL PARTNERS 401(K) PLAN | - | 6 | $337,357 | $106,744 | $17,791iApproximate average salary by contribution assumption: employee only about $444,767 at 4% or $296,511 at 6%; with 50% employer match about $296,511 at 4% or $197,674 at 6%; with 100% employer match about $222,383 at 4% or $148,256 at 6%. |
| 2024 | 1 | 4 | $181,268 | $61,252 | $15,313iApproximate average salary by contribution assumption: employee only about $382,825 at 4% or $255,217 at 6%; with 50% employer match about $255,217 at 4% or $170,144 at 6%; with 100% employer match about $191,413 at 4% or $127,608 at 6%. |
| SIVIA CAPITAL PARTNERS 401(K) PLAN | - | 4 | $181,268 | $61,252 | $15,313iApproximate average salary by contribution assumption: employee only about $382,825 at 4% or $255,217 at 6%; with 50% employer match about $255,217 at 4% or $170,144 at 6%; with 100% employer match about $191,413 at 4% or $127,608 at 6%. |
| 2023 | 1 | 3 | $100,334 | $55,516 | $18,505iApproximate average salary by contribution assumption: employee only about $462,633 at 4% or $308,422 at 6%; with 50% employer match about $308,422 at 4% or $205,615 at 6%; with 100% employer match about $231,317 at 4% or $154,211 at 6%. |
| SIVIA CAPITAL PARTNERS 401(K) PLAN | - | 3 | $100,334 | $55,516 | $18,505iApproximate average salary by contribution assumption: employee only about $462,633 at 4% or $308,422 at 6%; with 50% employer match about $308,422 at 4% or $205,615 at 6%; with 100% employer match about $231,317 at 4% or $154,211 at 6%. |
| 2022 | 1 | 3 | $32,465 | $36,178 | $12,059iApproximate average salary by contribution assumption: employee only about $301,483 at 4% or $200,989 at 6%; with 50% employer match about $200,989 at 4% or $133,993 at 6%; with 100% employer match about $150,742 at 4% or $100,494 at 6%. |
| SIVIA CAPITAL PARTNERS 401(K) PLAN | - | 3 | $32,465 | $36,178 | $12,059iApproximate average salary by contribution assumption: employee only about $301,483 at 4% or $200,989 at 6%; with 50% employer match about $200,989 at 4% or $133,993 at 6%; with 100% employer match about $150,742 at 4% or $100,494 at 6%. |