Civic Intelligence

Partner Advisors LLC

Plan context: Pa Retirement Plan

EIN 41-2036125 • Wellesley, MA • 13 filings • 1 plans

40 Grove Street, Suite 435Wellesley, MA 02482
Current Snapshot

Latest Year

2020

2020 Participants

50

2020 Assets

$1,795,061

2020 Contributions

$571,487

Historical Graphs

Total Assets Over Time

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

$1,927,982$963,991$0200920142020YearValue
$1,795,061Latest year 2020

Participants Over Time

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

50250200720122017YearValue
50Latest year 2017

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
202010$1,795,061$571,487-
Pa Retirement Plan-0$1,795,061$571,487-
201910$0$0-
Pa Retirement Plan-0---
2017150$1,927,982$469,642$9,393iApproximate average salary by contribution assumption: employee only about $234,821 at 4% or $156,547 at 6%; with 50% employer match about $156,547 at 4% or $104,365 at 6%; with 100% employer match about $117,411 at 4% or $78,274 at 6%.
Pa Retirement Plan-50$1,927,982$469,642$9,393iApproximate average salary by contribution assumption: employee only about $234,821 at 4% or $156,547 at 6%; with 50% employer match about $156,547 at 4% or $104,365 at 6%; with 100% employer match about $117,411 at 4% or $78,274 at 6%.
2016132$1,545,842$295,486$9,234iApproximate average salary by contribution assumption: employee only about $230,848 at 4% or $153,899 at 6%; with 50% employer match about $153,899 at 4% or $102,599 at 6%; with 100% employer match about $115,424 at 4% or $76,949 at 6%.
Pa Retirement Plan-32$1,545,842$295,486$9,234iApproximate average salary by contribution assumption: employee only about $230,848 at 4% or $153,899 at 6%; with 50% employer match about $153,899 at 4% or $102,599 at 6%; with 100% employer match about $115,424 at 4% or $76,949 at 6%.
201516$1,212,913$164,975$27,496iApproximate average salary by contribution assumption: employee only about $687,396 at 4% or $458,264 at 6%; with 50% employer match about $458,264 at 4% or $305,509 at 6%; with 100% employer match about $343,698 at 4% or $229,132 at 6%.
Pa Retirement Plan-6$1,212,913$164,975$27,496iApproximate average salary by contribution assumption: employee only about $687,396 at 4% or $458,264 at 6%; with 50% employer match about $458,264 at 4% or $305,509 at 6%; with 100% employer match about $343,698 at 4% or $229,132 at 6%.
201416$1,051,579$35,043$5,841iApproximate average salary by contribution assumption: employee only about $146,013 at 4% or $97,342 at 6%; with 50% employer match about $97,342 at 4% or $64,894 at 6%; with 100% employer match about $73,006 at 4% or $48,671 at 6%.
Pa Retirement Plan-6$1,051,579$35,043$5,841iApproximate average salary by contribution assumption: employee only about $146,013 at 4% or $97,342 at 6%; with 50% employer match about $97,342 at 4% or $64,894 at 6%; with 100% employer match about $73,006 at 4% or $48,671 at 6%.
201319$950,804$157,475$17,497iApproximate average salary by contribution assumption: employee only about $437,431 at 4% or $291,620 at 6%; with 50% employer match about $291,620 at 4% or $194,414 at 6%; with 100% employer match about $218,715 at 4% or $145,810 at 6%.
Pa Retirement Plan-9$950,804$157,475$17,497iApproximate average salary by contribution assumption: employee only about $437,431 at 4% or $291,620 at 6%; with 50% employer match about $291,620 at 4% or $194,414 at 6%; with 100% employer match about $218,715 at 4% or $145,810 at 6%.
201219$851,451$190,694$21,188iApproximate average salary by contribution assumption: employee only about $529,706 at 4% or $353,137 at 6%; with 50% employer match about $353,137 at 4% or $235,425 at 6%; with 100% employer match about $264,853 at 4% or $176,569 at 6%.
Pa Retirement Plan-9$851,451$190,694$21,188iApproximate average salary by contribution assumption: employee only about $529,706 at 4% or $353,137 at 6%; with 50% employer match about $353,137 at 4% or $235,425 at 6%; with 100% employer match about $264,853 at 4% or $176,569 at 6%.
2011111$660,296$59,925$5,448iApproximate average salary by contribution assumption: employee only about $136,193 at 4% or $90,795 at 6%; with 50% employer match about $90,795 at 4% or $60,530 at 6%; with 100% employer match about $68,097 at 4% or $45,398 at 6%.
Pa Retirement Plan-11$660,296$59,925$5,448iApproximate average salary by contribution assumption: employee only about $136,193 at 4% or $90,795 at 6%; with 50% employer match about $90,795 at 4% or $60,530 at 6%; with 100% employer match about $68,097 at 4% or $45,398 at 6%.
2010113$730,564$56,652$4,358iApproximate average salary by contribution assumption: employee only about $108,946 at 4% or $72,631 at 6%; with 50% employer match about $72,631 at 4% or $48,421 at 6%; with 100% employer match about $54,473 at 4% or $36,315 at 6%.
Pa Retirement Plan-13$730,564$56,652$4,358iApproximate average salary by contribution assumption: employee only about $108,946 at 4% or $72,631 at 6%; with 50% employer match about $72,631 at 4% or $48,421 at 6%; with 100% employer match about $54,473 at 4% or $36,315 at 6%.
2009113$649,535$108,281$8,329iApproximate average salary by contribution assumption: employee only about $208,233 at 4% or $138,822 at 6%; with 50% employer match about $138,822 at 4% or $92,548 at 6%; with 100% employer match about $104,116 at 4% or $69,411 at 6%.
Pa Retirement Plan-13$649,535$108,281$8,329iApproximate average salary by contribution assumption: employee only about $208,233 at 4% or $138,822 at 6%; with 50% employer match about $138,822 at 4% or $92,548 at 6%; with 100% employer match about $104,116 at 4% or $69,411 at 6%.
2008110$0$0-
Pa Retirement Plan-10---
2007110$0$0-
Pa Retirement Plan-10---