Intersect Partners LLC
Plan context: Intersect Partners 401(K) Plan
EIN 46-4502640 • San Clemente, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$942,028
2018 Contributions
$54,600
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Intersect Partners 401(K) Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 3 | $942,028 | $54,600 | $18,200iApproximate average salary by contribution assumption: employee only about $455,000 at 4% or $303,333 at 6%; with 50% employer match about $303,333 at 4% or $202,222 at 6%; with 100% employer match about $227,500 at 4% or $151,667 at 6%. |
| Intersect Partners 401(K) Plan | - | 3 | $942,028 | $54,600 | $18,200iApproximate average salary by contribution assumption: employee only about $455,000 at 4% or $303,333 at 6%; with 50% employer match about $303,333 at 4% or $202,222 at 6%; with 100% employer match about $227,500 at 4% or $151,667 at 6%. |
| 2016 | 1 | 3 | $768,017 | $56,200 | $18,733iApproximate average salary by contribution assumption: employee only about $468,333 at 4% or $312,222 at 6%; with 50% employer match about $312,222 at 4% or $208,148 at 6%; with 100% employer match about $234,167 at 4% or $156,111 at 6%. |
| Intersect Partners 401(K) Plan | - | 3 | $768,017 | $56,200 | $18,733iApproximate average salary by contribution assumption: employee only about $468,333 at 4% or $312,222 at 6%; with 50% employer match about $312,222 at 4% or $208,148 at 6%; with 100% employer match about $234,167 at 4% or $156,111 at 6%. |
| 2015 | 1 | 3 | $680,777 | $56,200 | $18,733iApproximate average salary by contribution assumption: employee only about $468,333 at 4% or $312,222 at 6%; with 50% employer match about $312,222 at 4% or $208,148 at 6%; with 100% employer match about $234,167 at 4% or $156,111 at 6%. |
| Intersect Partners 401(K) Plan | - | 3 | $680,777 | $56,200 | $18,733iApproximate average salary by contribution assumption: employee only about $468,333 at 4% or $312,222 at 6%; with 50% employer match about $312,222 at 4% or $208,148 at 6%; with 100% employer match about $234,167 at 4% or $156,111 at 6%. |
| 2014 | 1 | 3 | $641,828 | $57,126 | $19,042iApproximate average salary by contribution assumption: employee only about $476,050 at 4% or $317,367 at 6%; with 50% employer match about $317,367 at 4% or $211,578 at 6%; with 100% employer match about $238,025 at 4% or $158,683 at 6%. |
| Intersect Partners 401(K) Plan | - | 3 | $641,828 | $57,126 | $19,042iApproximate average salary by contribution assumption: employee only about $476,050 at 4% or $317,367 at 6%; with 50% employer match about $317,367 at 4% or $211,578 at 6%; with 100% employer match about $238,025 at 4% or $158,683 at 6%. |