Civic Intelligence

Promontory Point Partners, LLC

Plan context: Promontory Point Partners LLC Cash Balance Pension Plan

EIN 35-2158846 • Chicago, IL • 38 filings • 3 plans

1653 W. Edgewater AvenueChicago, IL 60660
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$11,731,363

2024 Contributions

$722,540

Historical Graphs

Total Assets Over Time

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

$11,731,363$5,865,682$0200220132024YearValue
$11,731,363Latest year 2024

Participants Over Time

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

420200220132024YearValue
4Latest 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
202424$11,731,363$722,540$180,635iApproximate average salary by contribution assumption: employee only about $4,515,875 at 4% or $3,010,583 at 6%; with 50% employer match about $3,010,583 at 4% or $2,007,056 at 6%; with 100% employer match about $2,257,938 at 4% or $1,505,292 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-4$6,467,066$551,676$137,919iApproximate average salary by contribution assumption: employee only about $3,447,975 at 4% or $2,298,650 at 6%; with 50% employer match about $2,298,650 at 4% or $1,532,433 at 6%; with 100% employer match about $1,723,988 at 4% or $1,149,325 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-4$5,264,297$170,864$42,716iApproximate average salary by contribution assumption: employee only about $1,067,900 at 4% or $711,933 at 6%; with 50% employer match about $711,933 at 4% or $474,622 at 6%; with 100% employer match about $533,950 at 4% or $355,967 at 6%.
202324$10,121,765$623,269$155,817iApproximate average salary by contribution assumption: employee only about $3,895,431 at 4% or $2,596,954 at 6%; with 50% employer match about $2,596,954 at 4% or $1,731,303 at 6%; with 100% employer match about $1,947,716 at 4% or $1,298,477 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-4$5,856,684$422,629$105,657iApproximate average salary by contribution assumption: employee only about $2,641,431 at 4% or $1,760,954 at 6%; with 50% employer match about $1,760,954 at 4% or $1,173,969 at 6%; with 100% employer match about $1,320,716 at 4% or $880,477 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-4$4,265,081$200,640$50,160iApproximate average salary by contribution assumption: employee only about $1,254,000 at 4% or $836,000 at 6%; with 50% employer match about $836,000 at 4% or $557,333 at 6%; with 100% employer match about $627,000 at 4% or $418,000 at 6%.
202224$8,531,175$392,031$98,008iApproximate average salary by contribution assumption: employee only about $2,450,194 at 4% or $1,633,463 at 6%; with 50% employer match about $1,633,463 at 4% or $1,088,975 at 6%; with 100% employer match about $1,225,097 at 4% or $816,731 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-4$5,220,473$284,031$71,008iApproximate average salary by contribution assumption: employee only about $1,775,194 at 4% or $1,183,463 at 6%; with 50% employer match about $1,183,463 at 4% or $788,975 at 6%; with 100% employer match about $887,597 at 4% or $591,731 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-4$3,310,702$108,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
202124$9,220,810$1,160,448$290,112iApproximate average salary by contribution assumption: employee only about $7,252,800 at 4% or $4,835,200 at 6%; with 50% employer match about $4,835,200 at 4% or $3,223,467 at 6%; with 100% employer match about $3,626,400 at 4% or $2,417,600 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-4$5,513,600$1,000,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-4$3,707,210$160,448$40,112iApproximate average salary by contribution assumption: employee only about $1,002,800 at 4% or $668,533 at 6%; with 50% employer match about $668,533 at 4% or $445,689 at 6%; with 100% employer match about $501,400 at 4% or $334,267 at 6%.
202022$7,743,041$686,200$343,100iApproximate average salary by contribution assumption: employee only about $8,577,500 at 4% or $5,718,333 at 6%; with 50% employer match about $5,718,333 at 4% or $3,812,222 at 6%; with 100% employer match about $4,288,750 at 4% or $2,859,167 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$4,494,388$600,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$3,248,653$86,200$43,100iApproximate average salary by contribution assumption: employee only about $1,077,500 at 4% or $718,333 at 6%; with 50% employer match about $718,333 at 4% or $478,889 at 6%; with 100% employer match about $538,750 at 4% or $359,167 at 6%.
201922$7,680,861$308,600$154,300iApproximate average salary by contribution assumption: employee only about $3,857,500 at 4% or $2,571,667 at 6%; with 50% employer match about $2,571,667 at 4% or $1,714,444 at 6%; with 100% employer match about $1,928,750 at 4% or $1,285,833 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$3,892,484$83,600$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$3,788,377$225,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
201822$6,289,744$672,000$336,000iApproximate average salary by contribution assumption: employee only about $8,400,000 at 4% or $5,600,000 at 6%; with 50% employer match about $5,600,000 at 4% or $3,733,333 at 6%; with 100% employer match about $4,200,000 at 4% or $2,800,000 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$3,287,950$590,000$295,000iApproximate average salary by contribution assumption: employee only about $7,375,000 at 4% or $4,916,667 at 6%; with 50% employer match about $4,916,667 at 4% or $3,277,778 at 6%; with 100% employer match about $3,687,500 at 4% or $2,458,333 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$3,001,794$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
201722$5,823,197$330,400$165,200iApproximate average salary by contribution assumption: employee only about $4,130,000 at 4% or $2,753,333 at 6%; with 50% employer match about $2,753,333 at 4% or $1,835,556 at 6%; with 100% employer match about $2,065,000 at 4% or $1,376,667 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$3,096,512$80,400$40,200iApproximate average salary by contribution assumption: employee only about $1,005,000 at 4% or $670,000 at 6%; with 50% employer match about $670,000 at 4% or $446,667 at 6%; with 100% employer match about $502,500 at 4% or $335,000 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$2,726,685$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201622$4,992,876$497,300$248,650iApproximate average salary by contribution assumption: employee only about $6,216,250 at 4% or $4,144,167 at 6%; with 50% employer match about $4,144,167 at 4% or $2,762,778 at 6%; with 100% employer match about $3,108,125 at 4% or $2,072,083 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$2,577,139$79,800$39,900iApproximate average salary by contribution assumption: employee only about $997,500 at 4% or $665,000 at 6%; with 50% employer match about $665,000 at 4% or $443,333 at 6%; with 100% employer match about $498,750 at 4% or $332,500 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$2,415,737$417,500$208,750iApproximate average salary by contribution assumption: employee only about $5,218,750 at 4% or $3,479,167 at 6%; with 50% employer match about $3,479,167 at 4% or $2,319,444 at 6%; with 100% employer match about $2,609,375 at 4% or $1,739,583 at 6%.
201522$4,180,641$470,445$235,223iApproximate average salary by contribution assumption: employee only about $5,880,563 at 4% or $3,920,375 at 6%; with 50% employer match about $3,920,375 at 4% or $2,613,583 at 6%; with 100% employer match about $2,940,281 at 4% or $1,960,188 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$2,238,215$73,800$36,900iApproximate average salary by contribution assumption: employee only about $922,500 at 4% or $615,000 at 6%; with 50% employer match about $615,000 at 4% or $410,000 at 6%; with 100% employer match about $461,250 at 4% or $307,500 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$1,942,426$396,645$198,323iApproximate average salary by contribution assumption: employee only about $4,958,063 at 4% or $3,305,375 at 6%; with 50% employer match about $3,305,375 at 4% or $2,203,583 at 6%; with 100% employer match about $2,479,031 at 4% or $1,652,688 at 6%.
201422$3,665,394$366,200$183,100iApproximate average salary by contribution assumption: employee only about $4,577,500 at 4% or $3,051,667 at 6%; with 50% employer match about $3,051,667 at 4% or $2,034,444 at 6%; with 100% employer match about $2,288,750 at 4% or $1,525,833 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$2,160,947$66,200$33,100iApproximate average salary by contribution assumption: employee only about $827,500 at 4% or $551,667 at 6%; with 50% employer match about $551,667 at 4% or $367,778 at 6%; with 100% employer match about $413,750 at 4% or $275,833 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$1,504,447$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201322$3,098,440$655,600$327,800iApproximate average salary by contribution assumption: employee only about $8,195,000 at 4% or $5,463,333 at 6%; with 50% employer match about $5,463,333 at 4% or $3,642,222 at 6%; with 100% employer match about $4,097,500 at 4% or $2,731,667 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$1,970,257$65,600$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$1,128,183$590,000$295,000iApproximate average salary by contribution assumption: employee only about $7,375,000 at 4% or $4,916,667 at 6%; with 50% employer match about $4,916,667 at 4% or $3,277,778 at 6%; with 100% employer match about $3,687,500 at 4% or $2,458,333 at 6%.
201222$2,072,187$172,829$86,415iApproximate average salary by contribution assumption: employee only about $2,160,363 at 4% or $1,440,242 at 6%; with 50% employer match about $1,440,242 at 4% or $960,161 at 6%; with 100% employer match about $1,080,181 at 4% or $720,121 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$1,530,886$53,149$26,575iApproximate average salary by contribution assumption: employee only about $664,363 at 4% or $442,908 at 6%; with 50% employer match about $442,908 at 4% or $295,272 at 6%; with 100% employer match about $332,181 at 4% or $221,454 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$541,301$119,680$59,840iApproximate average salary by contribution assumption: employee only about $1,496,000 at 4% or $997,333 at 6%; with 50% employer match about $997,333 at 4% or $664,889 at 6%; with 100% employer match about $748,000 at 4% or $498,667 at 6%.
201122$1,670,253$244,400$122,200iApproximate average salary by contribution assumption: employee only about $3,055,000 at 4% or $2,036,667 at 6%; with 50% employer match about $2,036,667 at 4% or $1,357,778 at 6%; with 100% employer match about $1,527,500 at 4% or $1,018,333 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$1,293,562$62,400$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$376,691$182,000$91,000iApproximate average salary by contribution assumption: employee only about $2,275,000 at 4% or $1,516,667 at 6%; with 50% employer match about $1,516,667 at 4% or $1,011,111 at 6%; with 100% employer match about $1,137,500 at 4% or $758,333 at 6%.
201022$1,403,325$246,150$123,075iApproximate average salary by contribution assumption: employee only about $3,076,875 at 4% or $2,051,250 at 6%; with 50% employer match about $2,051,250 at 4% or $1,367,500 at 6%; with 100% employer match about $1,538,438 at 4% or $1,025,625 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$1,223,160$62,400$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
Promontory Point Partners LLC Cash Balance Pension Plan-2$180,165$183,750$91,875iApproximate average salary by contribution assumption: employee only about $2,296,875 at 4% or $1,531,250 at 6%; with 50% employer match about $1,531,250 at 4% or $1,020,833 at 6%; with 100% employer match about $1,148,438 at 4% or $765,625 at 6%.
200912$1,049,181$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$1,049,181$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200812$725,995$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$725,995$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200712$1,033,809$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$1,033,809$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200612$883,477$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$883,477$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200512$699,507$171,250$85,625iApproximate average salary by contribution assumption: employee only about $2,140,625 at 4% or $1,427,083 at 6%; with 50% employer match about $1,427,083 at 4% or $951,389 at 6%; with 100% employer match about $1,070,313 at 4% or $713,542 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$699,507$171,250$85,625iApproximate average salary by contribution assumption: employee only about $2,140,625 at 4% or $1,427,083 at 6%; with 50% employer match about $1,427,083 at 4% or $951,389 at 6%; with 100% employer match about $1,070,313 at 4% or $713,542 at 6%.
200412$488,596$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$488,596$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$372,826$117,460$58,730iApproximate average salary by contribution assumption: employee only about $1,468,250 at 4% or $978,833 at 6%; with 50% employer match about $978,833 at 4% or $652,556 at 6%; with 100% employer match about $734,125 at 4% or $489,417 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$372,826$117,460$58,730iApproximate average salary by contribution assumption: employee only about $1,468,250 at 4% or $978,833 at 6%; with 50% employer match about $978,833 at 4% or $652,556 at 6%; with 100% employer match about $734,125 at 4% or $489,417 at 6%.
200212$195,615$200,239$100,120iApproximate average salary by contribution assumption: employee only about $2,502,988 at 4% or $1,668,658 at 6%; with 50% employer match about $1,668,658 at 4% or $1,112,439 at 6%; with 100% employer match about $1,251,494 at 4% or $834,329 at 6%.
Promontory Point Partners LLC 401(K) Profit Sharing Plan-2$195,615$200,239$100,120iApproximate average salary by contribution assumption: employee only about $2,502,988 at 4% or $1,668,658 at 6%; with 50% employer match about $1,668,658 at 4% or $1,112,439 at 6%; with 100% employer match about $1,251,494 at 4% or $834,329 at 6%.