Civic Intelligence

Clearlake Advisors, L.L.C.

Plan context: Clearlake Advisors, L.L.C. Retirement Plan

EIN 68-0616170 • Petaluma, CA • 20 filings • 1 plans

617 2nd Street, Suite DPetaluma, CA 94952
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,855,644

2025 Contributions

$147,217

Historical Graphs

Total Assets Over Time

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

$3,855,644$1,927,822$0200620162025YearValue
$3,855,644Latest year 2025

Participants Over Time

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

630200620162025YearValue
3Latest 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
202513$3,855,644$0-
Clearlake Advisors, L.L.C. Retirement Plan-3$3,855,644$0-
202413$3,355,342$0-
Clearlake Advisors, L.L.C. Retirement Plan-3$3,355,342$0-
202315$3,352,343$147,217$29,443iApproximate average salary by contribution assumption: employee only about $736,085 at 4% or $490,723 at 6%; with 50% employer match about $490,723 at 4% or $327,149 at 6%; with 100% employer match about $368,043 at 4% or $245,362 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$3,352,343$147,217$29,443iApproximate average salary by contribution assumption: employee only about $736,085 at 4% or $490,723 at 6%; with 50% employer match about $490,723 at 4% or $327,149 at 6%; with 100% employer match about $368,043 at 4% or $245,362 at 6%.
202215$2,976,305$141,942$28,388iApproximate average salary by contribution assumption: employee only about $709,710 at 4% or $473,140 at 6%; with 50% employer match about $473,140 at 4% or $315,427 at 6%; with 100% employer match about $354,855 at 4% or $236,570 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$2,976,305$141,942$28,388iApproximate average salary by contribution assumption: employee only about $709,710 at 4% or $473,140 at 6%; with 50% employer match about $473,140 at 4% or $315,427 at 6%; with 100% employer match about $354,855 at 4% or $236,570 at 6%.
202115$3,225,243$133,912$26,782iApproximate average salary by contribution assumption: employee only about $669,560 at 4% or $446,373 at 6%; with 50% employer match about $446,373 at 4% or $297,582 at 6%; with 100% employer match about $334,780 at 4% or $223,187 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$3,225,243$133,912$26,782iApproximate average salary by contribution assumption: employee only about $669,560 at 4% or $446,373 at 6%; with 50% employer match about $446,373 at 4% or $297,582 at 6%; with 100% employer match about $334,780 at 4% or $223,187 at 6%.
202015$2,763,917$129,612$25,922iApproximate average salary by contribution assumption: employee only about $648,060 at 4% or $432,040 at 6%; with 50% employer match about $432,040 at 4% or $288,027 at 6%; with 100% employer match about $324,030 at 4% or $216,020 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$2,763,917$129,612$25,922iApproximate average salary by contribution assumption: employee only about $648,060 at 4% or $432,040 at 6%; with 50% employer match about $432,040 at 4% or $288,027 at 6%; with 100% employer match about $324,030 at 4% or $216,020 at 6%.
201915$2,306,931$122,227$24,445iApproximate average salary by contribution assumption: employee only about $611,135 at 4% or $407,423 at 6%; with 50% employer match about $407,423 at 4% or $271,616 at 6%; with 100% employer match about $305,568 at 4% or $203,712 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$2,306,931$122,227$24,445iApproximate average salary by contribution assumption: employee only about $611,135 at 4% or $407,423 at 6%; with 50% employer match about $407,423 at 4% or $271,616 at 6%; with 100% employer match about $305,568 at 4% or $203,712 at 6%.
201815$1,778,224$116,330$23,266iApproximate average salary by contribution assumption: employee only about $581,650 at 4% or $387,767 at 6%; with 50% employer match about $387,767 at 4% or $258,511 at 6%; with 100% employer match about $290,825 at 4% or $193,883 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$1,778,224$116,330$23,266iApproximate average salary by contribution assumption: employee only about $581,650 at 4% or $387,767 at 6%; with 50% employer match about $387,767 at 4% or $258,511 at 6%; with 100% employer match about $290,825 at 4% or $193,883 at 6%.
201716$2,052,754$119,073$19,846iApproximate average salary by contribution assumption: employee only about $496,138 at 4% or $330,758 at 6%; with 50% employer match about $330,758 at 4% or $220,506 at 6%; with 100% employer match about $248,069 at 4% or $165,379 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-6$2,052,754$119,073$19,846iApproximate average salary by contribution assumption: employee only about $496,138 at 4% or $330,758 at 6%; with 50% employer match about $330,758 at 4% or $220,506 at 6%; with 100% employer match about $248,069 at 4% or $165,379 at 6%.
201616$1,702,853$137,364$22,894iApproximate average salary by contribution assumption: employee only about $572,350 at 4% or $381,567 at 6%; with 50% employer match about $381,567 at 4% or $254,378 at 6%; with 100% employer match about $286,175 at 4% or $190,783 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-6$1,702,853$137,364$22,894iApproximate average salary by contribution assumption: employee only about $572,350 at 4% or $381,567 at 6%; with 50% employer match about $381,567 at 4% or $254,378 at 6%; with 100% employer match about $286,175 at 4% or $190,783 at 6%.
201515$1,458,991$133,950$26,790iApproximate average salary by contribution assumption: employee only about $669,750 at 4% or $446,500 at 6%; with 50% employer match about $446,500 at 4% or $297,667 at 6%; with 100% employer match about $334,875 at 4% or $223,250 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$1,458,991$133,950$26,790iApproximate average salary by contribution assumption: employee only about $669,750 at 4% or $446,500 at 6%; with 50% employer match about $446,500 at 4% or $297,667 at 6%; with 100% employer match about $334,875 at 4% or $223,250 at 6%.
201415$1,366,276$154,010$30,802iApproximate average salary by contribution assumption: employee only about $770,050 at 4% or $513,367 at 6%; with 50% employer match about $513,367 at 4% or $342,244 at 6%; with 100% employer match about $385,025 at 4% or $256,683 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$1,366,276$154,010$30,802iApproximate average salary by contribution assumption: employee only about $770,050 at 4% or $513,367 at 6%; with 50% employer match about $513,367 at 4% or $342,244 at 6%; with 100% employer match about $385,025 at 4% or $256,683 at 6%.
201315$1,162,075$125,604$25,121iApproximate average salary by contribution assumption: employee only about $628,020 at 4% or $418,680 at 6%; with 50% employer match about $418,680 at 4% or $279,120 at 6%; with 100% employer match about $314,010 at 4% or $209,340 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$1,162,075$125,604$25,121iApproximate average salary by contribution assumption: employee only about $628,020 at 4% or $418,680 at 6%; with 50% employer match about $418,680 at 4% or $279,120 at 6%; with 100% employer match about $314,010 at 4% or $209,340 at 6%.
201215$918,225$114,728$22,946iApproximate average salary by contribution assumption: employee only about $573,640 at 4% or $382,427 at 6%; with 50% employer match about $382,427 at 4% or $254,951 at 6%; with 100% employer match about $286,820 at 4% or $191,213 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$918,225$114,728$22,946iApproximate average salary by contribution assumption: employee only about $573,640 at 4% or $382,427 at 6%; with 50% employer match about $382,427 at 4% or $254,951 at 6%; with 100% employer match about $286,820 at 4% or $191,213 at 6%.
201115$733,994$92,063$18,413iApproximate average salary by contribution assumption: employee only about $460,315 at 4% or $306,877 at 6%; with 50% employer match about $306,877 at 4% or $204,584 at 6%; with 100% employer match about $230,157 at 4% or $153,438 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$733,994$92,063$18,413iApproximate average salary by contribution assumption: employee only about $460,315 at 4% or $306,877 at 6%; with 50% employer match about $306,877 at 4% or $204,584 at 6%; with 100% employer match about $230,157 at 4% or $153,438 at 6%.
201015$661,943$91,719$18,344iApproximate average salary by contribution assumption: employee only about $458,595 at 4% or $305,730 at 6%; with 50% employer match about $305,730 at 4% or $203,820 at 6%; with 100% employer match about $229,298 at 4% or $152,865 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-5$661,943$91,719$18,344iApproximate average salary by contribution assumption: employee only about $458,595 at 4% or $305,730 at 6%; with 50% employer match about $305,730 at 4% or $203,820 at 6%; with 100% employer match about $229,298 at 4% or $152,865 at 6%.
200916$553,750$93,281$15,547iApproximate average salary by contribution assumption: employee only about $388,671 at 4% or $259,114 at 6%; with 50% employer match about $259,114 at 4% or $172,743 at 6%; with 100% employer match about $194,335 at 4% or $129,557 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-6$553,750$93,281$15,547iApproximate average salary by contribution assumption: employee only about $388,671 at 4% or $259,114 at 6%; with 50% employer match about $259,114 at 4% or $172,743 at 6%; with 100% employer match about $194,335 at 4% or $129,557 at 6%.
200816$407,018$90,379$15,063iApproximate average salary by contribution assumption: employee only about $376,579 at 4% or $251,053 at 6%; with 50% employer match about $251,053 at 4% or $167,369 at 6%; with 100% employer match about $188,290 at 4% or $125,526 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-6$407,018$90,379$15,063iApproximate average salary by contribution assumption: employee only about $376,579 at 4% or $251,053 at 6%; with 50% employer match about $251,053 at 4% or $167,369 at 6%; with 100% employer match about $188,290 at 4% or $125,526 at 6%.
200714$0$0-
Clearlake Advisors, L.L.C. Retirement Plan-4---
200613$257,920$242,297$80,766iApproximate average salary by contribution assumption: employee only about $2,019,142 at 4% or $1,346,094 at 6%; with 50% employer match about $1,346,094 at 4% or $897,396 at 6%; with 100% employer match about $1,009,571 at 4% or $673,047 at 6%.
Clearlake Advisors, L.L.C. Retirement Plan-3$257,920$242,297$80,766iApproximate average salary by contribution assumption: employee only about $2,019,142 at 4% or $1,346,094 at 6%; with 50% employer match about $1,346,094 at 4% or $897,396 at 6%; with 100% employer match about $1,009,571 at 4% or $673,047 at 6%.