Civic Intelligence

Intersect Partners LLC

Plan context: Intersect Partners 401(K) Plan

EIN 33-0838009 • San Clemente, CA • 7 filings • 2 plans

1120 Calle Cordillera Ste 102San Clemente, CA 92673-6299
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$565,025

2013 Contributions

$118,892

Historical Graphs

Total Assets Over Time

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

$565,025$282,513$0200720102013YearValue
$565,025Latest year 2013

Participants Over Time

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

840200720102013YearValue
3Latest year 2013

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
201313$565,025$118,892$39,631iApproximate average salary by contribution assumption: employee only about $990,767 at 4% or $660,511 at 6%; with 50% employer match about $660,511 at 4% or $440,341 at 6%; with 100% employer match about $495,383 at 4% or $330,256 at 6%.
Intersect Partners 401(K) Plan-3$565,025$118,892$39,631iApproximate average salary by contribution assumption: employee only about $990,767 at 4% or $660,511 at 6%; with 50% employer match about $660,511 at 4% or $440,341 at 6%; with 100% employer match about $495,383 at 4% or $330,256 at 6%.
201214$394,784$64,451$16,113iApproximate average salary by contribution assumption: employee only about $402,819 at 4% or $268,546 at 6%; with 50% employer match about $268,546 at 4% or $179,031 at 6%; with 100% employer match about $201,409 at 4% or $134,273 at 6%.
Intersect Partners 401(K) Plan-4$394,784$64,451$16,113iApproximate average salary by contribution assumption: employee only about $402,819 at 4% or $268,546 at 6%; with 50% employer match about $268,546 at 4% or $179,031 at 6%; with 100% employer match about $201,409 at 4% or $134,273 at 6%.
201116$408,292$78,213$13,036iApproximate average salary by contribution assumption: employee only about $325,888 at 4% or $217,258 at 6%; with 50% employer match about $217,258 at 4% or $144,839 at 6%; with 100% employer match about $162,944 at 4% or $108,629 at 6%.
Intersect Partners 401(K) Plan-6$408,292$78,213$13,036iApproximate average salary by contribution assumption: employee only about $325,888 at 4% or $217,258 at 6%; with 50% employer match about $217,258 at 4% or $144,839 at 6%; with 100% employer match about $162,944 at 4% or $108,629 at 6%.
201016$424,593$100,007$16,668iApproximate average salary by contribution assumption: employee only about $416,696 at 4% or $277,797 at 6%; with 50% employer match about $277,797 at 4% or $185,198 at 6%; with 100% employer match about $208,348 at 4% or $138,899 at 6%.
Intersect Partners 401(K) Plan-6$424,593$100,007$16,668iApproximate average salary by contribution assumption: employee only about $416,696 at 4% or $277,797 at 6%; with 50% employer match about $277,797 at 4% or $185,198 at 6%; with 100% employer match about $208,348 at 4% or $138,899 at 6%.
200918$293,973$148,385$18,548iApproximate average salary by contribution assumption: employee only about $463,703 at 4% or $309,135 at 6%; with 50% employer match about $309,135 at 4% or $206,090 at 6%; with 100% employer match about $231,852 at 4% or $154,568 at 6%.
Intersect Partners 401(K) Plan-8$293,973$148,385$18,548iApproximate average salary by contribution assumption: employee only about $463,703 at 4% or $309,135 at 6%; with 50% employer match about $309,135 at 4% or $206,090 at 6%; with 100% employer match about $231,852 at 4% or $154,568 at 6%.
200817$116,746$98,586$14,084iApproximate average salary by contribution assumption: employee only about $352,093 at 4% or $234,729 at 6%; with 50% employer match about $234,729 at 4% or $156,486 at 6%; with 100% employer match about $176,046 at 4% or $117,364 at 6%.
Intersect Partners 401(K) Plan-7$116,746$98,586$14,084iApproximate average salary by contribution assumption: employee only about $352,093 at 4% or $234,729 at 6%; with 50% employer match about $234,729 at 4% or $156,486 at 6%; with 100% employer match about $176,046 at 4% or $117,364 at 6%.
200716$46,552$46,758$7,793iApproximate average salary by contribution assumption: employee only about $194,825 at 4% or $129,883 at 6%; with 50% employer match about $129,883 at 4% or $86,589 at 6%; with 100% employer match about $97,413 at 4% or $64,942 at 6%.
Intersect Partners 401(K) Plan-6$46,552$46,758$7,793iApproximate average salary by contribution assumption: employee only about $194,825 at 4% or $129,883 at 6%; with 50% employer match about $129,883 at 4% or $86,589 at 6%; with 100% employer match about $97,413 at 4% or $64,942 at 6%.