Sovereign Partners LLC
Plan context: Sovereign Partners LLC Defined Benefit Plan
EIN 75-2993605 • New York, NY • 32 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$6,507,238
2024 Contributions
$63,841
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 | 3 | 8 | $6,507,238 | $63,841 | $7,980iApproximate average salary by contribution assumption: employee only about $199,503 at 4% or $133,002 at 6%; with 50% employer match about $133,002 at 4% or $88,668 at 6%; with 100% employer match about $99,752 at 4% or $66,501 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 7 | $6,115,419 | - | - |
| Sovereign Partners LLC Profit Sharing Plan I | - | 8 | $359,500 | $63,841 | $7,980iApproximate average salary by contribution assumption: employee only about $199,503 at 4% or $133,002 at 6%; with 50% employer match about $133,002 at 4% or $88,668 at 6%; with 100% employer match about $99,752 at 4% or $66,501 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 5 | $32,319 | - | - |
| 2023 | 3 | 8 | $6,072,638 | $557,489 | $69,686iApproximate average salary by contribution assumption: employee only about $1,742,153 at 4% or $1,161,435 at 6%; with 50% employer match about $1,161,435 at 4% or $774,290 at 6%; with 100% employer match about $871,077 at 4% or $580,718 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 6 | $5,757,200 | $500,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 8 | $284,356 | $57,489 | $7,186iApproximate average salary by contribution assumption: employee only about $179,653 at 4% or $119,769 at 6%; with 50% employer match about $119,769 at 4% or $79,846 at 6%; with 100% employer match about $89,827 at 4% or $59,884 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 5 | $31,082 | $0 | - |
| 2022 | 3 | 6 | $5,152,099 | $837,799 | $139,633iApproximate average salary by contribution assumption: employee only about $3,490,829 at 4% or $2,327,219 at 6%; with 50% employer match about $2,327,219 at 4% or $1,551,480 at 6%; with 100% employer match about $1,745,415 at 4% or $1,163,610 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 3 | $4,903,565 | $800,000 | $266,667iApproximate average salary by contribution assumption: employee only about $6,666,667 at 4% or $4,444,444 at 6%; with 50% employer match about $4,444,444 at 4% or $2,962,963 at 6%; with 100% employer match about $3,333,333 at 4% or $2,222,222 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 6 | $217,777 | $37,799 | $6,300iApproximate average salary by contribution assumption: employee only about $157,496 at 4% or $104,997 at 6%; with 50% employer match about $104,997 at 4% or $69,998 at 6%; with 100% employer match about $78,748 at 4% or $52,499 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 5 | $30,757 | $0 | - |
| 2021 | 3 | 6 | $4,419,115 | $433,477 | $72,246iApproximate average salary by contribution assumption: employee only about $1,806,154 at 4% or $1,204,103 at 6%; with 50% employer match about $1,204,103 at 4% or $802,735 at 6%; with 100% employer match about $903,077 at 4% or $602,051 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 3 | $4,158,008 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 6 | $209,743 | $17,968 | $2,995iApproximate average salary by contribution assumption: employee only about $74,867 at 4% or $49,911 at 6%; with 50% employer match about $49,911 at 4% or $33,274 at 6%; with 100% employer match about $37,433 at 4% or $24,956 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 6 | $51,364 | $15,509 | $2,585iApproximate average salary by contribution assumption: employee only about $64,621 at 4% or $43,081 at 6%; with 50% employer match about $43,081 at 4% or $28,720 at 6%; with 100% employer match about $32,310 at 4% or $21,540 at 6%. |
| 2020 | 3 | 6 | $3,764,323 | $222,602 | $37,100iApproximate average salary by contribution assumption: employee only about $927,508 at 4% or $618,339 at 6%; with 50% employer match about $618,339 at 4% or $412,226 at 6%; with 100% employer match about $463,754 at 4% or $309,169 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 4 | $3,536,733 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 6 | $191,739 | $20,359 | $3,393iApproximate average salary by contribution assumption: employee only about $84,829 at 4% or $56,553 at 6%; with 50% employer match about $56,553 at 4% or $37,702 at 6%; with 100% employer match about $42,415 at 4% or $28,276 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 3 | $35,851 | $2,243 | $748iApproximate average salary by contribution assumption: employee only about $18,692 at 4% or $12,461 at 6%; with 50% employer match about $12,461 at 4% or $8,307 at 6%; with 100% employer match about $9,346 at 4% or $6,231 at 6%. |
| 2019 | 3 | 5 | $3,436,078 | $529,808 | $105,962iApproximate average salary by contribution assumption: employee only about $2,649,040 at 4% or $1,766,027 at 6%; with 50% employer match about $1,766,027 at 4% or $1,177,351 at 6%; with 100% employer match about $1,324,520 at 4% or $883,013 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 4 | $3,214,484 | $500,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 5 | $182,159 | $23,916 | $4,783iApproximate average salary by contribution assumption: employee only about $119,580 at 4% or $79,720 at 6%; with 50% employer match about $79,720 at 4% or $53,147 at 6%; with 100% employer match about $59,790 at 4% or $39,860 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 4 | $39,435 | $5,892 | $1,473iApproximate average salary by contribution assumption: employee only about $36,825 at 4% or $24,550 at 6%; with 50% employer match about $24,550 at 4% or $16,367 at 6%; with 100% employer match about $18,413 at 4% or $12,275 at 6%. |
| 2018 | 3 | 5 | $2,873,016 | $530,812 | $106,162iApproximate average salary by contribution assumption: employee only about $2,654,060 at 4% or $1,769,373 at 6%; with 50% employer match about $1,769,373 at 4% or $1,179,582 at 6%; with 100% employer match about $1,327,030 at 4% or $884,687 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 5 | $2,677,242 | $501,334 | $100,267iApproximate average salary by contribution assumption: employee only about $2,506,670 at 4% or $1,671,113 at 6%; with 50% employer match about $1,671,113 at 4% or $1,114,076 at 6%; with 100% employer match about $1,253,335 at 4% or $835,557 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 5 | $162,614 | $17,331 | $3,466iApproximate average salary by contribution assumption: employee only about $86,655 at 4% or $57,770 at 6%; with 50% employer match about $57,770 at 4% or $38,513 at 6%; with 100% employer match about $43,328 at 4% or $28,885 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 4 | $33,160 | $12,147 | $3,037iApproximate average salary by contribution assumption: employee only about $75,919 at 4% or $50,613 at 6%; with 50% employer match about $50,613 at 4% or $33,742 at 6%; with 100% employer match about $37,959 at 4% or $25,306 at 6%. |
| 2017 | 3 | 5 | $2,331,537 | $646,879 | $129,376iApproximate average salary by contribution assumption: employee only about $3,234,395 at 4% or $2,156,263 at 6%; with 50% employer match about $2,156,263 at 4% or $1,437,509 at 6%; with 100% employer match about $1,617,198 at 4% or $1,078,132 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 5 | $2,166,788 | $600,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 5 | $143,832 | $36,305 | $7,261iApproximate average salary by contribution assumption: employee only about $181,525 at 4% or $121,017 at 6%; with 50% employer match about $121,017 at 4% or $80,678 at 6%; with 100% employer match about $90,763 at 4% or $60,508 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 4 | $20,917 | $10,574 | $2,644iApproximate average salary by contribution assumption: employee only about $66,088 at 4% or $44,058 at 6%; with 50% employer match about $44,058 at 4% or $29,372 at 6%; with 100% employer match about $33,044 at 4% or $22,029 at 6%. |
| 2016 | 3 | 5 | $1,661,623 | $491,608 | $98,322iApproximate average salary by contribution assumption: employee only about $2,458,040 at 4% or $1,638,693 at 6%; with 50% employer match about $1,638,693 at 4% or $1,092,462 at 6%; with 100% employer match about $1,229,020 at 4% or $819,347 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 5 | $1,544,406 | $450,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 5 | $106,786 | $36,311 | $7,262iApproximate average salary by contribution assumption: employee only about $181,555 at 4% or $121,037 at 6%; with 50% employer match about $121,037 at 4% or $80,691 at 6%; with 100% employer match about $90,778 at 4% or $60,518 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 2 | $10,431 | $5,297 | $2,649iApproximate average salary by contribution assumption: employee only about $66,213 at 4% or $44,142 at 6%; with 50% employer match about $44,142 at 4% or $29,428 at 6%; with 100% employer match about $33,106 at 4% or $22,071 at 6%. |
| 2015 | 3 | 5 | $1,148,996 | $544,261 | $108,852iApproximate average salary by contribution assumption: employee only about $2,721,305 at 4% or $1,814,203 at 6%; with 50% employer match about $1,814,203 at 4% or $1,209,469 at 6%; with 100% employer match about $1,360,653 at 4% or $907,102 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 5 | $1,074,933 | $502,514 | $100,503iApproximate average salary by contribution assumption: employee only about $2,512,570 at 4% or $1,675,047 at 6%; with 50% employer match about $1,675,047 at 4% or $1,116,698 at 6%; with 100% employer match about $1,256,285 at 4% or $837,523 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 5 | $68,884 | $36,568 | $7,314iApproximate average salary by contribution assumption: employee only about $182,840 at 4% or $121,893 at 6%; with 50% employer match about $121,893 at 4% or $81,262 at 6%; with 100% employer match about $91,420 at 4% or $60,947 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan II | - | 2 | $5,179 | $5,179 | $2,590iApproximate average salary by contribution assumption: employee only about $64,738 at 4% or $43,158 at 6%; with 50% employer match about $43,158 at 4% or $28,772 at 6%; with 100% employer match about $32,369 at 4% or $21,579 at 6%. |
| 2014 | 2 | 4 | $607,549 | $607,549 | $151,887iApproximate average salary by contribution assumption: employee only about $3,797,181 at 4% or $2,531,454 at 6%; with 50% employer match about $2,531,454 at 4% or $1,687,636 at 6%; with 100% employer match about $1,898,591 at 4% or $1,265,727 at 6%. |
| Sovereign Partners LLC Defined Benefit Plan | - | 4 | $574,890 | $574,890 | $143,723iApproximate average salary by contribution assumption: employee only about $3,593,063 at 4% or $2,395,375 at 6%; with 50% employer match about $2,395,375 at 4% or $1,596,917 at 6%; with 100% employer match about $1,796,531 at 4% or $1,197,688 at 6%. |
| Sovereign Partners LLC Profit Sharing Plan I | - | 4 | $32,659 | $32,659 | $8,165iApproximate average salary by contribution assumption: employee only about $204,119 at 4% or $136,079 at 6%; with 50% employer match about $136,079 at 4% or $90,719 at 6%; with 100% employer match about $102,059 at 4% or $68,040 at 6%. |