Civic Intelligence

Candlewood Partners LLC

Plan context: 2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan

EIN 47-3217270 • Cleveland, OH • 9 filings • 1 plans

600 Superior Ave EastSuite 1800Cleveland, OH 44114
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$3,235,879

2024 Contributions

$119,502

Historical Graphs

Total Assets Over Time

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

$6,336,265$3,168,133$0201620202024YearValue
$3,235,879Latest year 2024

Participants Over Time

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

66330201620202024YearValue
23Latest 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
2024123$3,235,879$119,502$5,196iApproximate average salary by contribution assumption: employee only about $129,893 at 4% or $86,596 at 6%; with 50% employer match about $86,596 at 4% or $57,730 at 6%; with 100% employer match about $64,947 at 4% or $43,298 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-23$3,235,879$119,502$5,196iApproximate average salary by contribution assumption: employee only about $129,893 at 4% or $86,596 at 6%; with 50% employer match about $86,596 at 4% or $57,730 at 6%; with 100% employer match about $64,947 at 4% or $43,298 at 6%.
2023116$3,135,725$352,308$22,019iApproximate average salary by contribution assumption: employee only about $550,481 at 4% or $366,988 at 6%; with 50% employer match about $366,988 at 4% or $244,658 at 6%; with 100% employer match about $275,241 at 4% or $183,494 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-16$3,135,725$352,308$22,019iApproximate average salary by contribution assumption: employee only about $550,481 at 4% or $366,988 at 6%; with 50% employer match about $366,988 at 4% or $244,658 at 6%; with 100% employer match about $275,241 at 4% or $183,494 at 6%.
2022123$2,530,835$649,080$28,221iApproximate average salary by contribution assumption: employee only about $705,522 at 4% or $470,348 at 6%; with 50% employer match about $470,348 at 4% or $313,565 at 6%; with 100% employer match about $352,761 at 4% or $235,174 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-23$2,530,835$649,080$28,221iApproximate average salary by contribution assumption: employee only about $705,522 at 4% or $470,348 at 6%; with 50% employer match about $470,348 at 4% or $313,565 at 6%; with 100% employer match about $352,761 at 4% or $235,174 at 6%.
2021166$6,336,265$3,738,518$56,644iApproximate average salary by contribution assumption: employee only about $1,416,105 at 4% or $944,070 at 6%; with 50% employer match about $944,070 at 4% or $629,380 at 6%; with 100% employer match about $708,053 at 4% or $472,035 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-66$6,336,265$3,738,518$56,644iApproximate average salary by contribution assumption: employee only about $1,416,105 at 4% or $944,070 at 6%; with 50% employer match about $944,070 at 4% or $629,380 at 6%; with 100% employer match about $708,053 at 4% or $472,035 at 6%.
2020119$2,309,351$163,056$8,582iApproximate average salary by contribution assumption: employee only about $214,547 at 4% or $143,032 at 6%; with 50% employer match about $143,032 at 4% or $95,354 at 6%; with 100% employer match about $107,274 at 4% or $71,516 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-19$2,309,351$163,056$8,582iApproximate average salary by contribution assumption: employee only about $214,547 at 4% or $143,032 at 6%; with 50% employer match about $143,032 at 4% or $95,354 at 6%; with 100% employer match about $107,274 at 4% or $71,516 at 6%.
2019112$1,972,433$171,984$14,332iApproximate average salary by contribution assumption: employee only about $358,300 at 4% or $238,867 at 6%; with 50% employer match about $238,867 at 4% or $159,244 at 6%; with 100% employer match about $179,150 at 4% or $119,433 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-12$1,972,433$171,984$14,332iApproximate average salary by contribution assumption: employee only about $358,300 at 4% or $238,867 at 6%; with 50% employer match about $238,867 at 4% or $159,244 at 6%; with 100% employer match about $179,150 at 4% or $119,433 at 6%.
2018114$1,531,535$147,929$10,566iApproximate average salary by contribution assumption: employee only about $264,159 at 4% or $176,106 at 6%; with 50% employer match about $176,106 at 4% or $117,404 at 6%; with 100% employer match about $132,079 at 4% or $88,053 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-14$1,531,535$147,929$10,566iApproximate average salary by contribution assumption: employee only about $264,159 at 4% or $176,106 at 6%; with 50% employer match about $176,106 at 4% or $117,404 at 6%; with 100% employer match about $132,079 at 4% or $88,053 at 6%.
2017113$1,478,024$107,327$8,256iApproximate average salary by contribution assumption: employee only about $206,398 at 4% or $137,599 at 6%; with 50% employer match about $137,599 at 4% or $91,732 at 6%; with 100% employer match about $103,199 at 4% or $68,799 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-13$1,478,024$107,327$8,256iApproximate average salary by contribution assumption: employee only about $206,398 at 4% or $137,599 at 6%; with 50% employer match about $137,599 at 4% or $91,732 at 6%; with 100% employer match about $103,199 at 4% or $68,799 at 6%.
2016110$1,213,203$134,979$13,498iApproximate average salary by contribution assumption: employee only about $337,448 at 4% or $224,965 at 6%; with 50% employer match about $224,965 at 4% or $149,977 at 6%; with 100% employer match about $168,724 at 4% or $112,483 at 6%.
2016 Restatement of the Candlewood Partners LLC Retirement Savings Plan-10$1,213,203$134,979$13,498iApproximate average salary by contribution assumption: employee only about $337,448 at 4% or $224,965 at 6%; with 50% employer match about $224,965 at 4% or $149,977 at 6%; with 100% employer match about $168,724 at 4% or $112,483 at 6%.