IM GLOBAL PARTNER FUND MANAGEMENT, LLC
Plan context: IM GLOBAL PARTNER FUND MANAGEMENT, LLC & LITMAN GREGORY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
EIN 68-0387500 • El Segundo, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
90
2024 Assets
$33,250,284
2024 Contributions
$1,327,579
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 90 | $33,250,284 | $1,327,579 | $14,751iApproximate average salary by contribution assumption: employee only about $368,772 at 4% or $245,848 at 6%; with 50% employer match about $245,848 at 4% or $163,899 at 6%; with 100% employer match about $184,386 at 4% or $122,924 at 6%. |
| IM GLOBAL PARTNER FUND MANAGEMENT, LLC & LITMAN GREGORY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 90 | $33,250,284 | $1,327,579 | $14,751iApproximate average salary by contribution assumption: employee only about $368,772 at 4% or $245,848 at 6%; with 50% employer match about $245,848 at 4% or $163,899 at 6%; with 100% employer match about $184,386 at 4% or $122,924 at 6%. |
| 2023 | 1 | 91 | $31,217,175 | $1,923,648 | $21,139iApproximate average salary by contribution assumption: employee only about $528,475 at 4% or $352,316 at 6%; with 50% employer match about $352,316 at 4% or $234,878 at 6%; with 100% employer match about $264,237 at 4% or $176,158 at 6%. |
| IM GLOBAL PARTNER FUND MANAGEMENT, LLC & LITMAN GREGORY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 91 | $31,217,175 | $1,923,648 | $21,139iApproximate average salary by contribution assumption: employee only about $528,475 at 4% or $352,316 at 6%; with 50% employer match about $352,316 at 4% or $234,878 at 6%; with 100% employer match about $264,237 at 4% or $176,158 at 6%. |
| 2022 | 1 | 95 | $25,478,149 | $1,154,360 | $12,151iApproximate average salary by contribution assumption: employee only about $303,779 at 4% or $202,519 at 6%; with 50% employer match about $202,519 at 4% or $135,013 at 6%; with 100% employer match about $151,889 at 4% or $101,260 at 6%. |
| IM GLOBAL PARTNER FUND MANAGEMENT, LLC & LITMAN GREGORY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 95 | $25,478,149 | $1,154,360 | $12,151iApproximate average salary by contribution assumption: employee only about $303,779 at 4% or $202,519 at 6%; with 50% employer match about $202,519 at 4% or $135,013 at 6%; with 100% employer match about $151,889 at 4% or $101,260 at 6%. |
| 2021 | 1 | 85 | $30,955,316 | $1,371,759 | $16,138iApproximate average salary by contribution assumption: employee only about $403,459 at 4% or $268,972 at 6%; with 50% employer match about $268,972 at 4% or $179,315 at 6%; with 100% employer match about $201,729 at 4% or $134,486 at 6%. |
| IM GLOBAL PARTNER FUND MANAGEMENT, LLC & LITMAN GREGORY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 85 | $30,955,316 | $1,371,759 | $16,138iApproximate average salary by contribution assumption: employee only about $403,459 at 4% or $268,972 at 6%; with 50% employer match about $268,972 at 4% or $179,315 at 6%; with 100% employer match about $201,729 at 4% or $134,486 at 6%. |