Civic Intelligence

Erisa Partners Inc.

Plan context: Erisa Partners Inc. Pooled Employer Plan

EIN 64-0815705 • Nashville, TN • 20 filings • 8 plans

PO Box 22968Nashville, TN 37202
Current Snapshot

Latest Year

2024

2024 Participants

7,816

2024 Assets

$80,699,250

2024 Contributions

$11,476,931

Historical Graphs

Total Assets Over Time

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

$80,699,250$40,349,625$0200420132024YearValue
$80,699,250Latest year 2024

Participants Over Time

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

7,8163,9080200420122024YearValue
7,816Latest 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
202417,816$80,699,250$11,476,931$1,468iApproximate average salary by contribution assumption: employee only about $36,710 at 4% or $24,473 at 6%; with 50% employer match about $24,473 at 4% or $16,315 at 6%; with 100% employer match about $18,355 at 4% or $12,237 at 6%.
Erisa Partners Inc. Pooled Employer Plan-7,816$80,699,250$11,476,931$1,468iApproximate average salary by contribution assumption: employee only about $36,710 at 4% or $24,473 at 6%; with 50% employer match about $24,473 at 4% or $16,315 at 6%; with 100% employer match about $18,355 at 4% or $12,237 at 6%.
202315,728$41,236,506$7,852,839$1,371iApproximate average salary by contribution assumption: employee only about $34,274 at 4% or $22,849 at 6%; with 50% employer match about $22,849 at 4% or $15,233 at 6%; with 100% employer match about $17,137 at 4% or $11,425 at 6%.
Erisa Partners Inc. Pooled Employer Plan-5,728$41,236,506$7,852,839$1,371iApproximate average salary by contribution assumption: employee only about $34,274 at 4% or $22,849 at 6%; with 50% employer match about $22,849 at 4% or $15,233 at 6%; with 100% employer match about $17,137 at 4% or $11,425 at 6%.
202214,377$10,802,617$1,159,590$265iApproximate average salary by contribution assumption: employee only about $6,623 at 4% or $4,415 at 6%; with 50% employer match about $4,415 at 4% or $2,944 at 6%; with 100% employer match about $3,312 at 4% or $2,208 at 6%.
Erisa Partners Inc. Pooled Employer Plan-4,377$10,802,617$1,159,590$265iApproximate average salary by contribution assumption: employee only about $6,623 at 4% or $4,415 at 6%; with 50% employer match about $4,415 at 4% or $2,944 at 6%; with 100% employer match about $3,312 at 4% or $2,208 at 6%.
201717$688,029$91,459$13,066iApproximate average salary by contribution assumption: employee only about $326,639 at 4% or $217,760 at 6%; with 50% employer match about $217,760 at 4% or $145,173 at 6%; with 100% employer match about $163,320 at 4% or $108,880 at 6%.
ERISA PARTNERS, INC. 401(K) PROFIT-7$688,029$91,459$13,066iApproximate average salary by contribution assumption: employee only about $326,639 at 4% or $217,760 at 6%; with 50% employer match about $217,760 at 4% or $145,173 at 6%; with 100% employer match about $163,320 at 4% or $108,880 at 6%.
201616$493,255$150,805$25,134iApproximate average salary by contribution assumption: employee only about $628,354 at 4% or $418,903 at 6%; with 50% employer match about $418,903 at 4% or $279,269 at 6%; with 100% employer match about $314,177 at 4% or $209,451 at 6%.
ERISA PARTNERS, INC. 401(K) PROFIT-6$493,255$150,805$25,134iApproximate average salary by contribution assumption: employee only about $628,354 at 4% or $418,903 at 6%; with 50% employer match about $418,903 at 4% or $279,269 at 6%; with 100% employer match about $314,177 at 4% or $209,451 at 6%.
201514$305,169$25,423$6,356iApproximate average salary by contribution assumption: employee only about $158,894 at 4% or $105,929 at 6%; with 50% employer match about $105,929 at 4% or $70,619 at 6%; with 100% employer match about $79,447 at 4% or $52,965 at 6%.
ERISA PARTNERS, INC. 401(K) PROFIT-4$305,169$25,423$6,356iApproximate average salary by contribution assumption: employee only about $158,894 at 4% or $105,929 at 6%; with 50% employer match about $105,929 at 4% or $70,619 at 6%; with 100% employer match about $79,447 at 4% or $52,965 at 6%.
201415$296,713$81,453$16,291iApproximate average salary by contribution assumption: employee only about $407,265 at 4% or $271,510 at 6%; with 50% employer match about $271,510 at 4% or $181,007 at 6%; with 100% employer match about $203,633 at 4% or $135,755 at 6%.
ERISA PARTNERS, INC. 401(K) PROFIT-5$296,713$81,453$16,291iApproximate average salary by contribution assumption: employee only about $407,265 at 4% or $271,510 at 6%; with 50% employer match about $271,510 at 4% or $181,007 at 6%; with 100% employer match about $203,633 at 4% or $135,755 at 6%.
201314$189,554$50,250$12,563iApproximate average salary by contribution assumption: employee only about $314,063 at 4% or $209,375 at 6%; with 50% employer match about $209,375 at 4% or $139,583 at 6%; with 100% employer match about $157,031 at 4% or $104,688 at 6%.
DCM FINANCIAL PARTNERS, LTD. 401(K) PROFIT SHARING PLAN-4$189,554$50,250$12,563iApproximate average salary by contribution assumption: employee only about $314,063 at 4% or $209,375 at 6%; with 50% employer match about $209,375 at 4% or $139,583 at 6%; with 100% employer match about $157,031 at 4% or $104,688 at 6%.
201214$136,234$9,095$2,274iApproximate average salary by contribution assumption: employee only about $56,844 at 4% or $37,896 at 6%; with 50% employer match about $37,896 at 4% or $25,264 at 6%; with 100% employer match about $28,422 at 4% or $18,948 at 6%.
DCM FINANCIAL PARTNERS, LTD. 401(K) PROFIT SHARING PLAN-4$136,234$9,095$2,274iApproximate average salary by contribution assumption: employee only about $56,844 at 4% or $37,896 at 6%; with 50% employer match about $37,896 at 4% or $25,264 at 6%; with 100% employer match about $28,422 at 4% or $18,948 at 6%.
201112$116,902$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
DCM FINANCIAL PARTNERS, LTD. 401(K) PROFIT SHARING PLAN-2$116,902$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201022$86,111$27,066$13,533iApproximate average salary by contribution assumption: employee only about $338,325 at 4% or $225,550 at 6%; with 50% employer match about $225,550 at 4% or $150,367 at 6%; with 100% employer match about $169,163 at 4% or $112,775 at 6%.
DCM FINANCIAL PARTNERS, LTD. 401(K) PROFIT SHARING PLAN-2$86,111$27,066$13,533iApproximate average salary by contribution assumption: employee only about $338,325 at 4% or $225,550 at 6%; with 50% employer match about $225,550 at 4% or $150,367 at 6%; with 100% employer match about $169,163 at 4% or $112,775 at 6%.
DCM FINANCIAL PARTNERS, LTD. DEFINED BENEFIT PENSION PLAN-0$0$0-
200922$479,229$71,500$35,750iApproximate average salary by contribution assumption: employee only about $893,750 at 4% or $595,833 at 6%; with 50% employer match about $595,833 at 4% or $397,222 at 6%; with 100% employer match about $446,875 at 4% or $297,917 at 6%.
DCM FINANCIAL PARTNERS, LTD. DEFINED BENEFIT PENSION PLAN-2$424,696$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
DCM FINANCIAL PARTNERS, LTD. 401(K) PROFIT SHARING PLAN-1$54,533$46,500$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
200822$5,759$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
DCM FINANCIAL PARTNERS, LTD. 401K PROFIT SHARING PLAN-2$5,759$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
DCM FINANCIAL PARTNERR, LTD. DEFINED BENEFIT PENSION PLAN-2---
200712$0$0-
DCM FINANCIAL PARTNERS, LTD. DEFINED BENEFIT PENSION PLAN-2---
200612$205,900$98,639$49,320iApproximate average salary by contribution assumption: employee only about $1,232,988 at 4% or $821,992 at 6%; with 50% employer match about $821,992 at 4% or $547,994 at 6%; with 100% employer match about $616,494 at 4% or $410,996 at 6%.
DCM FINANCIAL PARTNERS, LTD. DEFINED BENEFIT PLAN BENEFIT PLAN-2$205,900$98,639$49,320iApproximate average salary by contribution assumption: employee only about $1,232,988 at 4% or $821,992 at 6%; with 50% employer match about $821,992 at 4% or $547,994 at 6%; with 100% employer match about $616,494 at 4% or $410,996 at 6%.
200512$100,909$54,437$27,219iApproximate average salary by contribution assumption: employee only about $680,463 at 4% or $453,642 at 6%; with 50% employer match about $453,642 at 4% or $302,428 at 6%; with 100% employer match about $340,231 at 4% or $226,821 at 6%.
DCM FINANCIAL PARTNERS, LTD. DEFINED BENEFIT PLAN-2$100,909$54,437$27,219iApproximate average salary by contribution assumption: employee only about $680,463 at 4% or $453,642 at 6%; with 50% employer match about $453,642 at 4% or $302,428 at 6%; with 100% employer match about $340,231 at 4% or $226,821 at 6%.
200412$46,215$46,215$23,108iApproximate average salary by contribution assumption: employee only about $577,688 at 4% or $385,125 at 6%; with 50% employer match about $385,125 at 4% or $256,750 at 6%; with 100% employer match about $288,844 at 4% or $192,563 at 6%.
DCM FINANCIAL PARTNERS, LTD. DEFINED BENEFIT PLAN-2$46,215$46,215$23,108iApproximate average salary by contribution assumption: employee only about $577,688 at 4% or $385,125 at 6%; with 50% employer match about $385,125 at 4% or $256,750 at 6%; with 100% employer match about $288,844 at 4% or $192,563 at 6%.