Civic Intelligence

Discovery Partners Investment Ctr

Plan context: Discovery Partners Investment Center Safe Harbor 401K Plan

EIN 68-0527407 • 18 filings • 4 plans

Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,902,316

2025 Contributions

$247,344

Historical Graphs

Total Assets Over Time

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

$4,836,774$2,418,387$0200820172025YearValue
$3,902,316Latest year 2025

Participants Over Time

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

1160200820172025YearValue
11Latest year 2025

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
2025111$3,902,316$247,344$22,486iApproximate average salary by contribution assumption: employee only about $562,145 at 4% or $374,764 at 6%; with 50% employer match about $374,764 at 4% or $249,842 at 6%; with 100% employer match about $281,073 at 4% or $187,382 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-11$3,902,316$247,344$22,486iApproximate average salary by contribution assumption: employee only about $562,145 at 4% or $374,764 at 6%; with 50% employer match about $374,764 at 4% or $249,842 at 6%; with 100% employer match about $281,073 at 4% or $187,382 at 6%.
2024111$4,836,774$225,362$20,487iApproximate average salary by contribution assumption: employee only about $512,186 at 4% or $341,458 at 6%; with 50% employer match about $341,458 at 4% or $227,638 at 6%; with 100% employer match about $256,093 at 4% or $170,729 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-11$4,836,774$225,362$20,487iApproximate average salary by contribution assumption: employee only about $512,186 at 4% or $341,458 at 6%; with 50% employer match about $341,458 at 4% or $227,638 at 6%; with 100% employer match about $256,093 at 4% or $170,729 at 6%.
2023111$4,373,132$199,707$18,155iApproximate average salary by contribution assumption: employee only about $453,880 at 4% or $302,586 at 6%; with 50% employer match about $302,586 at 4% or $201,724 at 6%; with 100% employer match about $226,940 at 4% or $151,293 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-11$4,373,132$199,707$18,155iApproximate average salary by contribution assumption: employee only about $453,880 at 4% or $302,586 at 6%; with 50% employer match about $302,586 at 4% or $201,724 at 6%; with 100% employer match about $226,940 at 4% or $151,293 at 6%.
2022111$3,554,780$181,814$16,529iApproximate average salary by contribution assumption: employee only about $413,214 at 4% or $275,476 at 6%; with 50% employer match about $275,476 at 4% or $183,651 at 6%; with 100% employer match about $206,607 at 4% or $137,738 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-11$3,554,780$181,814$16,529iApproximate average salary by contribution assumption: employee only about $413,214 at 4% or $275,476 at 6%; with 50% employer match about $275,476 at 4% or $183,651 at 6%; with 100% employer match about $206,607 at 4% or $137,738 at 6%.
2021110$4,129,564$168,090$16,809iApproximate average salary by contribution assumption: employee only about $420,225 at 4% or $280,150 at 6%; with 50% employer match about $280,150 at 4% or $186,767 at 6%; with 100% employer match about $210,113 at 4% or $140,075 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-10$4,129,564$168,090$16,809iApproximate average salary by contribution assumption: employee only about $420,225 at 4% or $280,150 at 6%; with 50% employer match about $280,150 at 4% or $186,767 at 6%; with 100% employer match about $210,113 at 4% or $140,075 at 6%.
2020110$3,431,312$147,248$14,725iApproximate average salary by contribution assumption: employee only about $368,120 at 4% or $245,413 at 6%; with 50% employer match about $245,413 at 4% or $163,609 at 6%; with 100% employer match about $184,060 at 4% or $122,707 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-10$3,431,312$147,248$14,725iApproximate average salary by contribution assumption: employee only about $368,120 at 4% or $245,413 at 6%; with 50% employer match about $245,413 at 4% or $163,609 at 6%; with 100% employer match about $184,060 at 4% or $122,707 at 6%.
201918$2,711,242$135,594$16,949iApproximate average salary by contribution assumption: employee only about $423,731 at 4% or $282,488 at 6%; with 50% employer match about $282,488 at 4% or $188,325 at 6%; with 100% employer match about $211,866 at 4% or $141,244 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-8$2,711,242$135,594$16,949iApproximate average salary by contribution assumption: employee only about $423,731 at 4% or $282,488 at 6%; with 50% employer match about $282,488 at 4% or $188,325 at 6%; with 100% employer match about $211,866 at 4% or $141,244 at 6%.
201818$2,080,512$127,912$15,989iApproximate average salary by contribution assumption: employee only about $399,725 at 4% or $266,483 at 6%; with 50% employer match about $266,483 at 4% or $177,656 at 6%; with 100% employer match about $199,863 at 4% or $133,242 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-8$2,080,512$127,912$15,989iApproximate average salary by contribution assumption: employee only about $399,725 at 4% or $266,483 at 6%; with 50% employer match about $266,483 at 4% or $177,656 at 6%; with 100% employer match about $199,863 at 4% or $133,242 at 6%.
201718$2,081,510$111,985$13,998iApproximate average salary by contribution assumption: employee only about $349,953 at 4% or $233,302 at 6%; with 50% employer match about $233,302 at 4% or $155,535 at 6%; with 100% employer match about $174,977 at 4% or $116,651 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-8$2,081,510$111,985$13,998iApproximate average salary by contribution assumption: employee only about $349,953 at 4% or $233,302 at 6%; with 50% employer match about $233,302 at 4% or $155,535 at 6%; with 100% employer match about $174,977 at 4% or $116,651 at 6%.
201618$1,625,745$111,153$13,894iApproximate average salary by contribution assumption: employee only about $347,353 at 4% or $231,569 at 6%; with 50% employer match about $231,569 at 4% or $154,379 at 6%; with 100% employer match about $173,677 at 4% or $115,784 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-8$1,625,745$111,153$13,894iApproximate average salary by contribution assumption: employee only about $347,353 at 4% or $231,569 at 6%; with 50% employer match about $231,569 at 4% or $154,379 at 6%; with 100% employer match about $173,677 at 4% or $115,784 at 6%.
201517$1,395,566$391,220$55,889iApproximate average salary by contribution assumption: employee only about $1,397,214 at 4% or $931,476 at 6%; with 50% employer match about $931,476 at 4% or $620,984 at 6%; with 100% employer match about $698,607 at 4% or $465,738 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-7$1,395,566$391,220$55,889iApproximate average salary by contribution assumption: employee only about $1,397,214 at 4% or $931,476 at 6%; with 50% employer match about $931,476 at 4% or $620,984 at 6%; with 100% employer match about $698,607 at 4% or $465,738 at 6%.
201415$1,005,008$66,975$13,395iApproximate average salary by contribution assumption: employee only about $334,875 at 4% or $223,250 at 6%; with 50% employer match about $223,250 at 4% or $148,833 at 6%; with 100% employer match about $167,438 at 4% or $111,625 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-5$1,005,008$66,975$13,395iApproximate average salary by contribution assumption: employee only about $334,875 at 4% or $223,250 at 6%; with 50% employer match about $223,250 at 4% or $148,833 at 6%; with 100% employer match about $167,438 at 4% or $111,625 at 6%.
201315$875,269$67,289$13,458iApproximate average salary by contribution assumption: employee only about $336,445 at 4% or $224,297 at 6%; with 50% employer match about $224,297 at 4% or $149,531 at 6%; with 100% employer match about $168,223 at 4% or $112,148 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-5$875,269$67,289$13,458iApproximate average salary by contribution assumption: employee only about $336,445 at 4% or $224,297 at 6%; with 50% employer match about $224,297 at 4% or $149,531 at 6%; with 100% employer match about $168,223 at 4% or $112,148 at 6%.
201215$636,902$64,801$12,960iApproximate average salary by contribution assumption: employee only about $324,005 at 4% or $216,003 at 6%; with 50% employer match about $216,003 at 4% or $144,002 at 6%; with 100% employer match about $162,003 at 4% or $108,002 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-5$636,902$64,801$12,960iApproximate average salary by contribution assumption: employee only about $324,005 at 4% or $216,003 at 6%; with 50% employer match about $216,003 at 4% or $144,002 at 6%; with 100% employer match about $162,003 at 4% or $108,002 at 6%.
201114$538,365$66,759$16,690iApproximate average salary by contribution assumption: employee only about $417,244 at 4% or $278,163 at 6%; with 50% employer match about $278,163 at 4% or $185,442 at 6%; with 100% employer match about $208,622 at 4% or $139,081 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-4$538,365$66,759$16,690iApproximate average salary by contribution assumption: employee only about $417,244 at 4% or $278,163 at 6%; with 50% employer match about $278,163 at 4% or $185,442 at 6%; with 100% employer match about $208,622 at 4% or $139,081 at 6%.
201015$483,112$69,329$13,866iApproximate average salary by contribution assumption: employee only about $346,645 at 4% or $231,097 at 6%; with 50% employer match about $231,097 at 4% or $154,064 at 6%; with 100% employer match about $173,323 at 4% or $115,548 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-5$483,112$69,329$13,866iApproximate average salary by contribution assumption: employee only about $346,645 at 4% or $231,097 at 6%; with 50% employer match about $231,097 at 4% or $154,064 at 6%; with 100% employer match about $173,323 at 4% or $115,548 at 6%.
200915$362,433$58,708$11,742iApproximate average salary by contribution assumption: employee only about $293,540 at 4% or $195,693 at 6%; with 50% employer match about $195,693 at 4% or $130,462 at 6%; with 100% employer match about $146,770 at 4% or $97,847 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-5$362,433$58,708$11,742iApproximate average salary by contribution assumption: employee only about $293,540 at 4% or $195,693 at 6%; with 50% employer match about $195,693 at 4% or $130,462 at 6%; with 100% employer match about $146,770 at 4% or $97,847 at 6%.
200815$222,143$294,012$58,802iApproximate average salary by contribution assumption: employee only about $1,470,060 at 4% or $980,040 at 6%; with 50% employer match about $980,040 at 4% or $653,360 at 6%; with 100% employer match about $735,030 at 4% or $490,020 at 6%.
Discovery Partners Investment Center Safe Harbor 401K Plan-5$222,143$294,012$58,802iApproximate average salary by contribution assumption: employee only about $1,470,060 at 4% or $980,040 at 6%; with 50% employer match about $980,040 at 4% or $653,360 at 6%; with 100% employer match about $735,030 at 4% or $490,020 at 6%.