Civic Intelligence

Corient Capital Partners

Plan context: Corient Capital Partners LLC

EIN 47-5163497 • Newport, CA • 7 filings • 2 plans

500 Newport Center DrSuite 700Newport, CA 92660
Current Snapshot

Latest Year

2022

2022 Participants

27

2022 Assets

$2,901,022

2022 Contributions

$714,543

Historical Graphs

Total Assets Over Time

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

$2,901,022$1,450,511$0201620192021YearValue
$2,901,022Latest year 2021

Participants Over Time

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

27140201620192021YearValue
27Latest year 2021

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
202210$0$714,543-
Corient Capital Partners LLC-0-$714,543-
2021127$2,901,022$748,695$27,729iApproximate average salary by contribution assumption: employee only about $693,236 at 4% or $462,157 at 6%; with 50% employer match about $462,157 at 4% or $308,105 at 6%; with 100% employer match about $346,618 at 4% or $231,079 at 6%.
Corient Capital Partners LLC-27$2,901,022$748,695$27,729iApproximate average salary by contribution assumption: employee only about $693,236 at 4% or $462,157 at 6%; with 50% employer match about $462,157 at 4% or $308,105 at 6%; with 100% employer match about $346,618 at 4% or $231,079 at 6%.
2020121$1,809,092$647,586$30,837iApproximate average salary by contribution assumption: employee only about $770,936 at 4% or $513,957 at 6%; with 50% employer match about $513,957 at 4% or $342,638 at 6%; with 100% employer match about $385,468 at 4% or $256,979 at 6%.
Corient Capital Partners LLC-21$1,809,092$647,586$30,837iApproximate average salary by contribution assumption: employee only about $770,936 at 4% or $513,957 at 6%; with 50% employer match about $513,957 at 4% or $342,638 at 6%; with 100% employer match about $385,468 at 4% or $256,979 at 6%.
2019120$1,157,938$455,523$22,776iApproximate average salary by contribution assumption: employee only about $569,404 at 4% or $379,603 at 6%; with 50% employer match about $379,603 at 4% or $253,068 at 6%; with 100% employer match about $284,702 at 4% or $189,801 at 6%.
Corient Capital Partners LLC-20$1,157,938$455,523$22,776iApproximate average salary by contribution assumption: employee only about $569,404 at 4% or $379,603 at 6%; with 50% employer match about $379,603 at 4% or $253,068 at 6%; with 100% employer match about $284,702 at 4% or $189,801 at 6%.
2018119$579,829$444,802$23,411iApproximate average salary by contribution assumption: employee only about $585,266 at 4% or $390,177 at 6%; with 50% employer match about $390,177 at 4% or $260,118 at 6%; with 100% employer match about $292,633 at 4% or $195,089 at 6%.
Corient Capital Partners LLC-19$579,829$444,802$23,411iApproximate average salary by contribution assumption: employee only about $585,266 at 4% or $390,177 at 6%; with 50% employer match about $390,177 at 4% or $260,118 at 6%; with 100% employer match about $292,633 at 4% or $195,089 at 6%.
201717$185,890$101,012$14,430iApproximate average salary by contribution assumption: employee only about $360,757 at 4% or $240,505 at 6%; with 50% employer match about $240,505 at 4% or $160,337 at 6%; with 100% employer match about $180,379 at 4% or $120,252 at 6%.
Corient Capital Partners LLC-7$185,890$101,012$14,430iApproximate average salary by contribution assumption: employee only about $360,757 at 4% or $240,505 at 6%; with 50% employer match about $240,505 at 4% or $160,337 at 6%; with 100% employer match about $180,379 at 4% or $120,252 at 6%.
201616$67,259$64,870$10,812iApproximate average salary by contribution assumption: employee only about $270,292 at 4% or $180,194 at 6%; with 50% employer match about $180,194 at 4% or $120,130 at 6%; with 100% employer match about $135,146 at 4% or $90,097 at 6%.
Corient Capital Partners LLC-6$67,259$64,870$10,812iApproximate average salary by contribution assumption: employee only about $270,292 at 4% or $180,194 at 6%; with 50% employer match about $180,194 at 4% or $120,130 at 6%; with 100% employer match about $135,146 at 4% or $90,097 at 6%.