Civic Intelligence

Sortino Advisory Partners

Plan context: SORTINO ADVISORY PARTNERS, LLC CBS BENEFIT PLAN

EIN 47-1880154 • Louisville, KY • 14 filings • 2 plans

401 South 4th AvenueSuite 910Louisville, KY 40202
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$182,497

2024 Contributions

$7,288

Historical Graphs

Total Assets Over Time

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

$182,497$91,249$0201520192023YearValue
$182,497Latest year 2023

Participants Over Time

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

320201520192023YearValue
2Latest year 2023

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
202420$0$7,288-
Sortino Advisory Partners 401(K) Retirement Savings Plan-0$0--
SORTINO ADVISORY PARTNERS, LLC CBS BENEFIT PLAN-0$0$7,288-
202322$182,497$72,775$36,388iApproximate average salary by contribution assumption: employee only about $909,688 at 4% or $606,458 at 6%; with 50% employer match about $606,458 at 4% or $404,306 at 6%; with 100% employer match about $454,844 at 4% or $303,229 at 6%.
Sortino Advisory Partners 401(K) Retirement Savings Plan-2$180,573$55,934$27,967iApproximate average salary by contribution assumption: employee only about $699,175 at 4% or $466,117 at 6%; with 50% employer match about $466,117 at 4% or $310,744 at 6%; with 100% employer match about $349,588 at 4% or $233,058 at 6%.
SORTINO ADVISORY PARTNERS, LLC CBS BENEFIT PLAN-1$1,924$16,841$16,841iApproximate average salary by contribution assumption: employee only about $421,025 at 4% or $280,683 at 6%; with 50% employer match about $280,683 at 4% or $187,122 at 6%; with 100% employer match about $210,513 at 4% or $140,342 at 6%.
202222$125,754$62,100$31,050iApproximate average salary by contribution assumption: employee only about $776,250 at 4% or $517,500 at 6%; with 50% employer match about $517,500 at 4% or $345,000 at 6%; with 100% employer match about $388,125 at 4% or $258,750 at 6%.
Sortino Advisory Partners 401(K) Retirement Savings Plan-2$124,639$35,156$17,578iApproximate average salary by contribution assumption: employee only about $439,450 at 4% or $292,967 at 6%; with 50% employer match about $292,967 at 4% or $195,311 at 6%; with 100% employer match about $219,725 at 4% or $146,483 at 6%.
SORTINO ADVISORY PARTNERS, LLC CBS BENEFIT PLAN-1$1,115$26,944$26,944iApproximate average salary by contribution assumption: employee only about $673,600 at 4% or $449,067 at 6%; with 50% employer match about $449,067 at 4% or $299,378 at 6%; with 100% employer match about $336,800 at 4% or $224,533 at 6%.
202123$102,311$56,712$18,904iApproximate average salary by contribution assumption: employee only about $472,600 at 4% or $315,067 at 6%; with 50% employer match about $315,067 at 4% or $210,044 at 6%; with 100% employer match about $236,300 at 4% or $157,533 at 6%.
Sortino Advisory Partners 401(K) Retirement Savings Plan-3$101,599$35,688$11,896iApproximate average salary by contribution assumption: employee only about $297,400 at 4% or $198,267 at 6%; with 50% employer match about $198,267 at 4% or $132,178 at 6%; with 100% employer match about $148,700 at 4% or $99,133 at 6%.
SORTINO ADVISORY PARTNERS, LLC CBS BENEFIT PLAN-2$712$21,024$10,512iApproximate average salary by contribution assumption: employee only about $262,800 at 4% or $175,200 at 6%; with 50% employer match about $175,200 at 4% or $116,800 at 6%; with 100% employer match about $131,400 at 4% or $87,600 at 6%.
202012$59,379$30,254$15,127iApproximate average salary by contribution assumption: employee only about $378,175 at 4% or $252,117 at 6%; with 50% employer match about $252,117 at 4% or $168,078 at 6%; with 100% employer match about $189,088 at 4% or $126,058 at 6%.
Sortino Advisory Partners 401(K) Retirement Savings Plan-2$59,379$30,254$15,127iApproximate average salary by contribution assumption: employee only about $378,175 at 4% or $252,117 at 6%; with 50% employer match about $252,117 at 4% or $168,078 at 6%; with 100% employer match about $189,088 at 4% or $126,058 at 6%.
201912$26,466$26,466$13,233iApproximate average salary by contribution assumption: employee only about $330,825 at 4% or $220,550 at 6%; with 50% employer match about $220,550 at 4% or $147,033 at 6%; with 100% employer match about $165,413 at 4% or $110,275 at 6%.
Sortino Advisory Partners 401(K) Retirement Savings Plan-2$26,466$26,466$13,233iApproximate average salary by contribution assumption: employee only about $330,825 at 4% or $220,550 at 6%; with 50% employer match about $220,550 at 4% or $147,033 at 6%; with 100% employer match about $165,413 at 4% or $110,275 at 6%.
201812$3,841$0-
Sortino Advisory Partners 401(K) Retirement Savings Plan-2$3,841$0-
201711$3,834$2,530$2,530iApproximate average salary by contribution assumption: employee only about $63,250 at 4% or $42,167 at 6%; with 50% employer match about $42,167 at 4% or $28,111 at 6%; with 100% employer match about $31,625 at 4% or $21,083 at 6%.
Sortino Advisory Partners 401(K) Retirement Savings Plan-1$3,834$2,530$2,530iApproximate average salary by contribution assumption: employee only about $63,250 at 4% or $42,167 at 6%; with 50% employer match about $42,167 at 4% or $28,111 at 6%; with 100% employer match about $31,625 at 4% or $21,083 at 6%.
201613$3,988$6,103$2,034iApproximate average salary by contribution assumption: employee only about $50,858 at 4% or $33,906 at 6%; with 50% employer match about $33,906 at 4% or $22,604 at 6%; with 100% employer match about $25,429 at 4% or $16,953 at 6%.
Sortino Advisory Partners 401(K) Retirement Savings Plan-3$3,988$6,103$2,034iApproximate average salary by contribution assumption: employee only about $50,858 at 4% or $33,906 at 6%; with 50% employer match about $33,906 at 4% or $22,604 at 6%; with 100% employer match about $25,429 at 4% or $16,953 at 6%.
201512$15,610$15,997$7,999iApproximate average salary by contribution assumption: employee only about $199,963 at 4% or $133,308 at 6%; with 50% employer match about $133,308 at 4% or $88,872 at 6%; with 100% employer match about $99,981 at 4% or $66,654 at 6%.
Sortino Advisory Partners 401(K) Retirement Savings Plan-2$15,610$15,997$7,999iApproximate average salary by contribution assumption: employee only about $199,963 at 4% or $133,308 at 6%; with 50% employer match about $133,308 at 4% or $88,872 at 6%; with 100% employer match about $99,981 at 4% or $66,654 at 6%.