Civic Intelligence

Vivaldi Capital Management LLC

Plan context: Vivaldi Capital Management LLC 401(K) Plan

EIN 45-3825664 • Northfield, IL • 9 filings • 1 plans

1622 Willow RoadSuite 101Northfield, IL 60093
Current Snapshot

Latest Year

2021

2021 Participants

47

2021 Assets

$5,254,568

2021 Contributions

$995,924

Historical Graphs

Total Assets Over Time

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

$5,254,568$2,627,284$0201320172021YearValue
$5,254,568Latest year 2021

Participants Over Time

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

47240201320172021YearValue
47Latest year 2021

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
2021147$5,254,568$995,924$21,190iApproximate average salary by contribution assumption: employee only about $529,747 at 4% or $353,165 at 6%; with 50% employer match about $353,165 at 4% or $235,443 at 6%; with 100% employer match about $264,873 at 4% or $176,582 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-47$5,254,568$995,924$21,190iApproximate average salary by contribution assumption: employee only about $529,747 at 4% or $353,165 at 6%; with 50% employer match about $353,165 at 4% or $235,443 at 6%; with 100% employer match about $264,873 at 4% or $176,582 at 6%.
2020142$3,830,725$801,394$19,081iApproximate average salary by contribution assumption: employee only about $477,020 at 4% or $318,013 at 6%; with 50% employer match about $318,013 at 4% or $212,009 at 6%; with 100% employer match about $238,510 at 4% or $159,007 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-42$3,830,725$801,394$19,081iApproximate average salary by contribution assumption: employee only about $477,020 at 4% or $318,013 at 6%; with 50% employer match about $318,013 at 4% or $212,009 at 6%; with 100% employer match about $238,510 at 4% or $159,007 at 6%.
2019132$2,776,141$576,324$18,010iApproximate average salary by contribution assumption: employee only about $450,253 at 4% or $300,169 at 6%; with 50% employer match about $300,169 at 4% or $200,113 at 6%; with 100% employer match about $225,127 at 4% or $150,084 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-32$2,776,141$576,324$18,010iApproximate average salary by contribution assumption: employee only about $450,253 at 4% or $300,169 at 6%; with 50% employer match about $300,169 at 4% or $200,113 at 6%; with 100% employer match about $225,127 at 4% or $150,084 at 6%.
2018129$2,102,261$1,054,028$36,346iApproximate average salary by contribution assumption: employee only about $908,645 at 4% or $605,763 at 6%; with 50% employer match about $605,763 at 4% or $403,842 at 6%; with 100% employer match about $454,322 at 4% or $302,882 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-29$2,102,261$1,054,028$36,346iApproximate average salary by contribution assumption: employee only about $908,645 at 4% or $605,763 at 6%; with 50% employer match about $605,763 at 4% or $403,842 at 6%; with 100% employer match about $454,322 at 4% or $302,882 at 6%.
2017128$1,037,143$477,556$17,056iApproximate average salary by contribution assumption: employee only about $426,389 at 4% or $284,260 at 6%; with 50% employer match about $284,260 at 4% or $189,506 at 6%; with 100% employer match about $213,195 at 4% or $142,130 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-28$1,037,143$477,556$17,056iApproximate average salary by contribution assumption: employee only about $426,389 at 4% or $284,260 at 6%; with 50% employer match about $284,260 at 4% or $189,506 at 6%; with 100% employer match about $213,195 at 4% or $142,130 at 6%.
2016119$511,320$232,344$12,229iApproximate average salary by contribution assumption: employee only about $305,716 at 4% or $203,811 at 6%; with 50% employer match about $203,811 at 4% or $135,874 at 6%; with 100% employer match about $152,858 at 4% or $101,905 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-19$511,320$232,344$12,229iApproximate average salary by contribution assumption: employee only about $305,716 at 4% or $203,811 at 6%; with 50% employer match about $203,811 at 4% or $135,874 at 6%; with 100% employer match about $152,858 at 4% or $101,905 at 6%.
201519$309,168$119,127$13,236iApproximate average salary by contribution assumption: employee only about $330,908 at 4% or $220,606 at 6%; with 50% employer match about $220,606 at 4% or $147,070 at 6%; with 100% employer match about $165,454 at 4% or $110,303 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-9$309,168$119,127$13,236iApproximate average salary by contribution assumption: employee only about $330,908 at 4% or $220,606 at 6%; with 50% employer match about $220,606 at 4% or $147,070 at 6%; with 100% employer match about $165,454 at 4% or $110,303 at 6%.
201418$164,665$100,498$12,562iApproximate average salary by contribution assumption: employee only about $314,056 at 4% or $209,371 at 6%; with 50% employer match about $209,371 at 4% or $139,581 at 6%; with 100% employer match about $157,028 at 4% or $104,685 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-8$164,665$100,498$12,562iApproximate average salary by contribution assumption: employee only about $314,056 at 4% or $209,371 at 6%; with 50% employer match about $209,371 at 4% or $139,581 at 6%; with 100% employer match about $157,028 at 4% or $104,685 at 6%.
201316$56,689$56,372$9,395iApproximate average salary by contribution assumption: employee only about $234,883 at 4% or $156,589 at 6%; with 50% employer match about $156,589 at 4% or $104,393 at 6%; with 100% employer match about $117,442 at 4% or $78,294 at 6%.
Vivaldi Capital Management LLC 401(K) Plan-6$56,689$56,372$9,395iApproximate average salary by contribution assumption: employee only about $234,883 at 4% or $156,589 at 6%; with 50% employer match about $156,589 at 4% or $104,393 at 6%; with 100% employer match about $117,442 at 4% or $78,294 at 6%.