Civic Intelligence

Kovitz Investment Group Partners LLC

Plan context: KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREMENT PLAN

EIN 47-5657416 • Chicago, IL • 10 filings • 4 plans

71 South Wacker DriveSuite 1860Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

431

2024 Assets

$70,361,516

2024 Contributions

$6,923,931

Historical Graphs

Total Assets Over Time

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

$70,361,516$35,180,758$0201620202024YearValue
$70,361,516Latest year 2024

Participants Over Time

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

4312160201620202024YearValue
431Latest 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
20242431$70,361,516$6,923,931$16,065iApproximate average salary by contribution assumption: employee only about $401,620 at 4% or $267,747 at 6%; with 50% employer match about $267,747 at 4% or $178,498 at 6%; with 100% employer match about $200,810 at 4% or $133,873 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREMENT PLAN-431$70,361,516$6,923,931$16,065iApproximate average salary by contribution assumption: employee only about $401,620 at 4% or $267,747 at 6%; with 50% employer match about $267,747 at 4% or $178,498 at 6%; with 100% employer match about $200,810 at 4% or $133,873 at 6%.
Kovitz Investment Group Partners LLC Employee Benefits Plan-306---
20231119$35,523,664$3,198,897$26,881iApproximate average salary by contribution assumption: employee only about $672,037 at 4% or $448,025 at 6%; with 50% employer match about $448,025 at 4% or $298,683 at 6%; with 100% employer match about $336,019 at 4% or $224,012 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES'-119$35,523,664$3,198,897$26,881iApproximate average salary by contribution assumption: employee only about $672,037 at 4% or $448,025 at 6%; with 50% employer match about $448,025 at 4% or $298,683 at 6%; with 100% employer match about $336,019 at 4% or $224,012 at 6%.
20221102$27,866,752$3,170,317$31,082iApproximate average salary by contribution assumption: employee only about $777,038 at 4% or $518,026 at 6%; with 50% employer match about $518,026 at 4% or $345,350 at 6%; with 100% employer match about $388,519 at 4% or $259,013 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM-102$27,866,752$3,170,317$31,082iApproximate average salary by contribution assumption: employee only about $777,038 at 4% or $518,026 at 6%; with 50% employer match about $518,026 at 4% or $345,350 at 6%; with 100% employer match about $388,519 at 4% or $259,013 at 6%.
2021197$31,946,259$2,331,685$24,038iApproximate average salary by contribution assumption: employee only about $600,950 at 4% or $400,633 at 6%; with 50% employer match about $400,633 at 4% or $267,089 at 6%; with 100% employer match about $300,475 at 4% or $200,317 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM-97$31,946,259$2,331,685$24,038iApproximate average salary by contribution assumption: employee only about $600,950 at 4% or $400,633 at 6%; with 50% employer match about $400,633 at 4% or $267,089 at 6%; with 100% employer match about $300,475 at 4% or $200,317 at 6%.
2020193$25,163,004$1,892,960$20,354iApproximate average salary by contribution assumption: employee only about $508,860 at 4% or $339,240 at 6%; with 50% employer match about $339,240 at 4% or $226,160 at 6%; with 100% employer match about $254,430 at 4% or $169,620 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM-93$25,163,004$1,892,960$20,354iApproximate average salary by contribution assumption: employee only about $508,860 at 4% or $339,240 at 6%; with 50% employer match about $339,240 at 4% or $226,160 at 6%; with 100% employer match about $254,430 at 4% or $169,620 at 6%.
2019183$21,094,828$2,772,053$33,398iApproximate average salary by contribution assumption: employee only about $834,956 at 4% or $556,637 at 6%; with 50% employer match about $556,637 at 4% or $371,091 at 6%; with 100% employer match about $417,478 at 4% or $278,319 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM-83$21,094,828$2,772,053$33,398iApproximate average salary by contribution assumption: employee only about $834,956 at 4% or $556,637 at 6%; with 50% employer match about $556,637 at 4% or $371,091 at 6%; with 100% employer match about $417,478 at 4% or $278,319 at 6%.
2018169$15,014,669$1,340,010$19,420iApproximate average salary by contribution assumption: employee only about $485,511 at 4% or $323,674 at 6%; with 50% employer match about $323,674 at 4% or $215,783 at 6%; with 100% employer match about $242,755 at 4% or $161,837 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM-69$15,014,669$1,340,010$19,420iApproximate average salary by contribution assumption: employee only about $485,511 at 4% or $323,674 at 6%; with 50% employer match about $323,674 at 4% or $215,783 at 6%; with 100% employer match about $242,755 at 4% or $161,837 at 6%.
2017164$16,390,835$1,157,781$18,090iApproximate average salary by contribution assumption: employee only about $452,258 at 4% or $301,505 at 6%; with 50% employer match about $301,505 at 4% or $201,004 at 6%; with 100% employer match about $226,129 at 4% or $150,753 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM-64$16,390,835$1,157,781$18,090iApproximate average salary by contribution assumption: employee only about $452,258 at 4% or $301,505 at 6%; with 50% employer match about $301,505 at 4% or $201,004 at 6%; with 100% employer match about $226,129 at 4% or $150,753 at 6%.
2016155$13,009,155$590,336$10,733iApproximate average salary by contribution assumption: employee only about $268,335 at 4% or $178,890 at 6%; with 50% employer match about $178,890 at 4% or $119,260 at 6%; with 100% employer match about $134,167 at 4% or $89,445 at 6%.
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM-55$13,009,155$590,336$10,733iApproximate average salary by contribution assumption: employee only about $268,335 at 4% or $178,890 at 6%; with 50% employer match about $178,890 at 4% or $119,260 at 6%; with 100% employer match about $134,167 at 4% or $89,445 at 6%.