Civic Intelligence

Aligned Equity Partners LLC

Plan context: Aligned Equity Partners LLC Retirement Plan

EIN 45-4737185 • Warrenville, IL • 20 filings • 4 plans

28369 Davis ParkwaySuite 407Warrenville, IL 60555
Current Snapshot

Latest Year

2024

2024 Participants

123

2024 Assets

$10,500,554

2024 Contributions

$967,091

Historical Graphs

Total Assets Over Time

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

$10,500,554$5,250,277$0201220182024YearValue
$10,500,554Latest year 2024

Participants Over Time

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

5752880201220182024YearValue
123Latest 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
20242123$10,500,554$967,091$7,863iApproximate average salary by contribution assumption: employee only about $196,563 at 4% or $131,042 at 6%; with 50% employer match about $131,042 at 4% or $87,361 at 6%; with 100% employer match about $98,282 at 4% or $65,521 at 6%.
Aligned Equity Partners LLC Retirement Plan-122$10,500,554$967,091$7,927iApproximate average salary by contribution assumption: employee only about $198,174 at 4% or $132,116 at 6%; with 50% employer match about $132,116 at 4% or $88,078 at 6%; with 100% employer match about $99,087 at 4% or $66,058 at 6%.
ALIGNED EQUITY PARTNERS, LLC WELFARE BENEFIT PLAN-123---
20232172$8,943,766$710,691$4,132iApproximate average salary by contribution assumption: employee only about $103,298 at 4% or $68,865 at 6%; with 50% employer match about $68,865 at 4% or $45,910 at 6%; with 100% employer match about $51,649 at 4% or $34,433 at 6%.
Aligned Equity Partners LLC Retirement Plan-148$8,943,766$710,691$4,802iApproximate average salary by contribution assumption: employee only about $120,049 at 4% or $80,033 at 6%; with 50% employer match about $80,033 at 4% or $53,355 at 6%; with 100% employer match about $60,025 at 4% or $40,016 at 6%.
ALIGNED EQUITY PARTNERS, LLC WELFARE BENEFIT PLAN-172---
20222152$8,011,045$702,816$4,624iApproximate average salary by contribution assumption: employee only about $115,595 at 4% or $77,063 at 6%; with 50% employer match about $77,063 at 4% or $51,375 at 6%; with 100% employer match about $57,797 at 4% or $38,532 at 6%.
Aligned Equity Partners LLC Retirement Plan-152$8,011,045$702,816$4,624iApproximate average salary by contribution assumption: employee only about $115,595 at 4% or $77,063 at 6%; with 50% employer match about $77,063 at 4% or $51,375 at 6%; with 100% employer match about $57,797 at 4% or $38,532 at 6%.
ALIGNED EQUITY PARTNERS, LLC WELFARE BENEFIT PLAN-143---
20212159$10,076,038$1,232,725$7,753iApproximate average salary by contribution assumption: employee only about $193,825 at 4% or $129,216 at 6%; with 50% employer match about $129,216 at 4% or $86,144 at 6%; with 100% employer match about $96,912 at 4% or $64,608 at 6%.
Aligned Equity Partners LLC Retirement Plan-146$10,076,038$1,232,725$8,443iApproximate average salary by contribution assumption: employee only about $211,083 at 4% or $140,722 at 6%; with 50% employer match about $140,722 at 4% or $93,815 at 6%; with 100% employer match about $105,542 at 4% or $70,361 at 6%.
ALIGNED EQUITY PARTNERS, LLC WELFARE BENEFIT PLAN-159---
20202236$9,316,770$1,021,759$4,329iApproximate average salary by contribution assumption: employee only about $108,237 at 4% or $72,158 at 6%; with 50% employer match about $72,158 at 4% or $48,105 at 6%; with 100% employer match about $54,119 at 4% or $36,079 at 6%.
Aligned Equity Partners LLC Retirement Plan-236$9,316,770$1,021,759$4,329iApproximate average salary by contribution assumption: employee only about $108,237 at 4% or $72,158 at 6%; with 50% employer match about $72,158 at 4% or $48,105 at 6%; with 100% employer match about $54,119 at 4% or $36,079 at 6%.
ALIGNED EQUITY PARTNERS, LLC WELFARE BENEFIT PLAN-161---
20192304$8,131,134$1,776,857$5,845iApproximate average salary by contribution assumption: employee only about $146,123 at 4% or $97,415 at 6%; with 50% employer match about $97,415 at 4% or $64,944 at 6%; with 100% employer match about $73,062 at 4% or $48,708 at 6%.
Aligned Equity Partners LLC Retirement Plan-304$8,131,134$1,776,857$5,845iApproximate average salary by contribution assumption: employee only about $146,123 at 4% or $97,415 at 6%; with 50% employer match about $97,415 at 4% or $64,944 at 6%; with 100% employer match about $73,062 at 4% or $48,708 at 6%.
ALIGNED EQUITY PARTNERS, LLC WELFARE BENEFIT PLAN-182---
20181575$6,332,224$2,339,344$4,068iApproximate average salary by contribution assumption: employee only about $101,711 at 4% or $67,807 at 6%; with 50% employer match about $67,807 at 4% or $45,205 at 6%; with 100% employer match about $50,855 at 4% or $33,904 at 6%.
Aligned Equity Partners LLC Retirement Plan-575$6,332,224$2,339,344$4,068iApproximate average salary by contribution assumption: employee only about $101,711 at 4% or $67,807 at 6%; with 50% employer match about $67,807 at 4% or $45,205 at 6%; with 100% employer match about $50,855 at 4% or $33,904 at 6%.
20171329$4,910,381$1,481,260$4,502iApproximate average salary by contribution assumption: employee only about $112,558 at 4% or $75,039 at 6%; with 50% employer match about $75,039 at 4% or $50,026 at 6%; with 100% employer match about $56,279 at 4% or $37,519 at 6%.
Aligned Equity Partners LLC Retirement Plan-329$4,910,381$1,481,260$4,502iApproximate average salary by contribution assumption: employee only about $112,558 at 4% or $75,039 at 6%; with 50% employer match about $75,039 at 4% or $50,026 at 6%; with 100% employer match about $56,279 at 4% or $37,519 at 6%.
20162215$3,315,076$797,185$3,708iApproximate average salary by contribution assumption: employee only about $92,696 at 4% or $61,797 at 6%; with 50% employer match about $61,797 at 4% or $41,198 at 6%; with 100% employer match about $46,348 at 4% or $30,899 at 6%.
Aligned Equity Partners LLC Retirement Plan-215$3,315,076$797,185$3,708iApproximate average salary by contribution assumption: employee only about $92,696 at 4% or $61,797 at 6%; with 50% employer match about $61,797 at 4% or $41,198 at 6%; with 100% employer match about $46,348 at 4% or $30,899 at 6%.
Aligned Equity Partners Welfare Benefit Plan-0---
20151132$2,995,075$665,216$5,040iApproximate average salary by contribution assumption: employee only about $125,988 at 4% or $83,992 at 6%; with 50% employer match about $83,992 at 4% or $55,995 at 6%; with 100% employer match about $62,994 at 4% or $41,996 at 6%.
Aligned Equity Partners LLC Retirement Plan-132$2,995,075$665,216$5,040iApproximate average salary by contribution assumption: employee only about $125,988 at 4% or $83,992 at 6%; with 50% employer match about $83,992 at 4% or $55,995 at 6%; with 100% employer match about $62,994 at 4% or $41,996 at 6%.
2014149$2,857,551$253,273$5,169iApproximate average salary by contribution assumption: employee only about $129,221 at 4% or $86,147 at 6%; with 50% employer match about $86,147 at 4% or $57,432 at 6%; with 100% employer match about $64,610 at 4% or $43,074 at 6%.
Aligned Equity Partners LLC Retirement Plan-49$2,857,551$253,273$5,169iApproximate average salary by contribution assumption: employee only about $129,221 at 4% or $86,147 at 6%; with 50% employer match about $86,147 at 4% or $57,432 at 6%; with 100% employer match about $64,610 at 4% or $43,074 at 6%.
2013143$2,553,535$204,841$4,764iApproximate average salary by contribution assumption: employee only about $119,094 at 4% or $79,396 at 6%; with 50% employer match about $79,396 at 4% or $52,930 at 6%; with 100% employer match about $59,547 at 4% or $39,698 at 6%.
Aligned Equity Partners LLC Retirement Plan-43$2,553,535$204,841$4,764iApproximate average salary by contribution assumption: employee only about $119,094 at 4% or $79,396 at 6%; with 50% employer match about $79,396 at 4% or $52,930 at 6%; with 100% employer match about $59,547 at 4% or $39,698 at 6%.
2012142$2,268,679$297,666$7,087iApproximate average salary by contribution assumption: employee only about $177,182 at 4% or $118,121 at 6%; with 50% employer match about $118,121 at 4% or $78,748 at 6%; with 100% employer match about $88,591 at 4% or $59,061 at 6%.
Aligned Equity Partners LLC Retirement Plan-42$2,268,679$297,666$7,087iApproximate average salary by contribution assumption: employee only about $177,182 at 4% or $118,121 at 6%; with 50% employer match about $118,121 at 4% or $78,748 at 6%; with 100% employer match about $88,591 at 4% or $59,061 at 6%.