Civic Intelligence

Pathstone Partners LLC

Plan context: Pathstone Partners LLC 401(K) Plan

EIN 46-0826899 • Grand Rapids, MI • 10 filings • 1 plans

2755 Hall Street SEGrand Rapids, MI 49506
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$2,512,632

2024 Contributions

$467,562

Historical Graphs

Total Assets Over Time

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

$2,512,632$1,256,316$0201520202024YearValue
$2,512,632Latest year 2024

Participants Over Time

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

36180201520202024YearValue
36Latest 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
2024136$2,512,632$467,562$12,988iApproximate average salary by contribution assumption: employee only about $324,696 at 4% or $216,464 at 6%; with 50% employer match about $216,464 at 4% or $144,309 at 6%; with 100% employer match about $162,348 at 4% or $108,232 at 6%.
Pathstone Partners LLC 401(K) Plan-36$2,512,632$467,562$12,988iApproximate average salary by contribution assumption: employee only about $324,696 at 4% or $216,464 at 6%; with 50% employer match about $216,464 at 4% or $144,309 at 6%; with 100% employer match about $162,348 at 4% or $108,232 at 6%.
2023131$1,924,456$390,592$12,600iApproximate average salary by contribution assumption: employee only about $314,994 at 4% or $209,996 at 6%; with 50% employer match about $209,996 at 4% or $139,997 at 6%; with 100% employer match about $157,497 at 4% or $104,998 at 6%.
Pathstone Partners LLC 401(K) Plan-31$1,924,456$390,592$12,600iApproximate average salary by contribution assumption: employee only about $314,994 at 4% or $209,996 at 6%; with 50% employer match about $209,996 at 4% or $139,997 at 6%; with 100% employer match about $157,497 at 4% or $104,998 at 6%.
2022126$1,280,577$298,869$11,495iApproximate average salary by contribution assumption: employee only about $287,374 at 4% or $191,583 at 6%; with 50% employer match about $191,583 at 4% or $127,722 at 6%; with 100% employer match about $143,687 at 4% or $95,791 at 6%.
Pathstone Partners LLC 401(K) Plan-26$1,280,577$298,869$11,495iApproximate average salary by contribution assumption: employee only about $287,374 at 4% or $191,583 at 6%; with 50% employer match about $191,583 at 4% or $127,722 at 6%; with 100% employer match about $143,687 at 4% or $95,791 at 6%.
2021123$1,329,084$265,653$11,550iApproximate average salary by contribution assumption: employee only about $288,753 at 4% or $192,502 at 6%; with 50% employer match about $192,502 at 4% or $128,335 at 6%; with 100% employer match about $144,377 at 4% or $96,251 at 6%.
Pathstone Partners LLC 401(K) Plan-23$1,329,084$265,653$11,550iApproximate average salary by contribution assumption: employee only about $288,753 at 4% or $192,502 at 6%; with 50% employer match about $192,502 at 4% or $128,335 at 6%; with 100% employer match about $144,377 at 4% or $96,251 at 6%.
2020117$1,023,060$223,938$13,173iApproximate average salary by contribution assumption: employee only about $329,321 at 4% or $219,547 at 6%; with 50% employer match about $219,547 at 4% or $146,365 at 6%; with 100% employer match about $164,660 at 4% or $109,774 at 6%.
Pathstone Partners LLC 401(K) Plan-17$1,023,060$223,938$13,173iApproximate average salary by contribution assumption: employee only about $329,321 at 4% or $219,547 at 6%; with 50% employer match about $219,547 at 4% or $146,365 at 6%; with 100% employer match about $164,660 at 4% or $109,774 at 6%.
2019113$625,789$187,557$14,427iApproximate average salary by contribution assumption: employee only about $360,687 at 4% or $240,458 at 6%; with 50% employer match about $240,458 at 4% or $160,305 at 6%; with 100% employer match about $180,343 at 4% or $120,229 at 6%.
Pathstone Partners LLC 401(K) Plan-13$625,789$187,557$14,427iApproximate average salary by contribution assumption: employee only about $360,687 at 4% or $240,458 at 6%; with 50% employer match about $240,458 at 4% or $160,305 at 6%; with 100% employer match about $180,343 at 4% or $120,229 at 6%.
201818$419,429$150,056$18,757iApproximate average salary by contribution assumption: employee only about $468,925 at 4% or $312,617 at 6%; with 50% employer match about $312,617 at 4% or $208,411 at 6%; with 100% employer match about $234,463 at 4% or $156,308 at 6%.
Pathstone Partners LLC 401(K) Plan-8$419,429$150,056$18,757iApproximate average salary by contribution assumption: employee only about $468,925 at 4% or $312,617 at 6%; with 50% employer match about $312,617 at 4% or $208,411 at 6%; with 100% employer match about $234,463 at 4% or $156,308 at 6%.
201717$575,796$144,476$20,639iApproximate average salary by contribution assumption: employee only about $515,986 at 4% or $343,990 at 6%; with 50% employer match about $343,990 at 4% or $229,327 at 6%; with 100% employer match about $257,993 at 4% or $171,995 at 6%.
Pathstone Partners LLC 401(K) Plan-7$575,796$144,476$20,639iApproximate average salary by contribution assumption: employee only about $515,986 at 4% or $343,990 at 6%; with 50% employer match about $343,990 at 4% or $229,327 at 6%; with 100% employer match about $257,993 at 4% or $171,995 at 6%.
201619$386,807$201,803$22,423iApproximate average salary by contribution assumption: employee only about $560,564 at 4% or $373,709 at 6%; with 50% employer match about $373,709 at 4% or $249,140 at 6%; with 100% employer match about $280,282 at 4% or $186,855 at 6%.
Pathstone Partners LLC 401(K) Plan-9$386,807$201,803$22,423iApproximate average salary by contribution assumption: employee only about $560,564 at 4% or $373,709 at 6%; with 50% employer match about $373,709 at 4% or $249,140 at 6%; with 100% employer match about $280,282 at 4% or $186,855 at 6%.
2015112$201,215$203,369$16,947iApproximate average salary by contribution assumption: employee only about $423,685 at 4% or $282,457 at 6%; with 50% employer match about $282,457 at 4% or $188,305 at 6%; with 100% employer match about $211,843 at 4% or $141,228 at 6%.
Pathstone Partners LLC 401(K) Plan-12$201,215$203,369$16,947iApproximate average salary by contribution assumption: employee only about $423,685 at 4% or $282,457 at 6%; with 50% employer match about $282,457 at 4% or $188,305 at 6%; with 100% employer match about $211,843 at 4% or $141,228 at 6%.