Civic Intelligence

Bristlecone Value Partners LLC

Plan context: Bristlecone Value Partners LLC Retirement Trust

EIN 77-0608548 • Los Angeles, CA • 20 filings • 2 plans

12301 Wilshire BlvdSte 320Los Angeles, CA 90025
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,278,052

2024 Contributions

$52,451

Historical Graphs

Total Assets Over Time

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

$2,278,052$1,139,026$0200520152024YearValue
$2,278,052Latest year 2024

Participants Over Time

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

840200520152024YearValue
4Latest 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
202414$2,278,052$52,451$13,113iApproximate average salary by contribution assumption: employee only about $327,819 at 4% or $218,546 at 6%; with 50% employer match about $218,546 at 4% or $145,697 at 6%; with 100% employer match about $163,909 at 4% or $109,273 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$2,278,052$52,451$13,113iApproximate average salary by contribution assumption: employee only about $327,819 at 4% or $218,546 at 6%; with 50% employer match about $218,546 at 4% or $145,697 at 6%; with 100% employer match about $163,909 at 4% or $109,273 at 6%.
202314$2,083,905$48,124$12,031iApproximate average salary by contribution assumption: employee only about $300,775 at 4% or $200,517 at 6%; with 50% employer match about $200,517 at 4% or $133,678 at 6%; with 100% employer match about $150,388 at 4% or $100,258 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$2,083,905$48,124$12,031iApproximate average salary by contribution assumption: employee only about $300,775 at 4% or $200,517 at 6%; with 50% employer match about $200,517 at 4% or $133,678 at 6%; with 100% employer match about $150,388 at 4% or $100,258 at 6%.
202214$1,792,672$45,338$11,335iApproximate average salary by contribution assumption: employee only about $283,363 at 4% or $188,908 at 6%; with 50% employer match about $188,908 at 4% or $125,939 at 6%; with 100% employer match about $141,681 at 4% or $94,454 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$1,792,672$45,338$11,335iApproximate average salary by contribution assumption: employee only about $283,363 at 4% or $188,908 at 6%; with 50% employer match about $188,908 at 4% or $125,939 at 6%; with 100% employer match about $141,681 at 4% or $94,454 at 6%.
202114$2,074,436$47,648$11,912iApproximate average salary by contribution assumption: employee only about $297,800 at 4% or $198,533 at 6%; with 50% employer match about $198,533 at 4% or $132,356 at 6%; with 100% employer match about $148,900 at 4% or $99,267 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$2,074,436$47,648$11,912iApproximate average salary by contribution assumption: employee only about $297,800 at 4% or $198,533 at 6%; with 50% employer match about $198,533 at 4% or $132,356 at 6%; with 100% employer match about $148,900 at 4% or $99,267 at 6%.
202014$1,663,545$46,572$11,643iApproximate average salary by contribution assumption: employee only about $291,075 at 4% or $194,050 at 6%; with 50% employer match about $194,050 at 4% or $129,367 at 6%; with 100% employer match about $145,538 at 4% or $97,025 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$1,663,545$46,572$11,643iApproximate average salary by contribution assumption: employee only about $291,075 at 4% or $194,050 at 6%; with 50% employer match about $194,050 at 4% or $129,367 at 6%; with 100% employer match about $145,538 at 4% or $97,025 at 6%.
201914$1,572,047$68,107$17,027iApproximate average salary by contribution assumption: employee only about $425,669 at 4% or $283,779 at 6%; with 50% employer match about $283,779 at 4% or $189,186 at 6%; with 100% employer match about $212,834 at 4% or $141,890 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$1,572,047$68,107$17,027iApproximate average salary by contribution assumption: employee only about $425,669 at 4% or $283,779 at 6%; with 50% employer match about $283,779 at 4% or $189,186 at 6%; with 100% employer match about $212,834 at 4% or $141,890 at 6%.
201814$1,212,548$37,647$9,412iApproximate average salary by contribution assumption: employee only about $235,294 at 4% or $156,863 at 6%; with 50% employer match about $156,863 at 4% or $104,575 at 6%; with 100% employer match about $117,647 at 4% or $78,431 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$1,212,548$37,647$9,412iApproximate average salary by contribution assumption: employee only about $235,294 at 4% or $156,863 at 6%; with 50% employer match about $156,863 at 4% or $104,575 at 6%; with 100% employer match about $117,647 at 4% or $78,431 at 6%.
201714$1,322,763$32,197$8,049iApproximate average salary by contribution assumption: employee only about $201,231 at 4% or $134,154 at 6%; with 50% employer match about $134,154 at 4% or $89,436 at 6%; with 100% employer match about $100,616 at 4% or $67,077 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$1,322,763$32,197$8,049iApproximate average salary by contribution assumption: employee only about $201,231 at 4% or $134,154 at 6%; with 50% employer match about $134,154 at 4% or $89,436 at 6%; with 100% employer match about $100,616 at 4% or $67,077 at 6%.
201614$1,087,668$30,085$7,521iApproximate average salary by contribution assumption: employee only about $188,031 at 4% or $125,354 at 6%; with 50% employer match about $125,354 at 4% or $83,569 at 6%; with 100% employer match about $94,016 at 4% or $62,677 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$1,087,668$30,085$7,521iApproximate average salary by contribution assumption: employee only about $188,031 at 4% or $125,354 at 6%; with 50% employer match about $125,354 at 4% or $83,569 at 6%; with 100% employer match about $94,016 at 4% or $62,677 at 6%.
201514$956,444$112,624$28,156iApproximate average salary by contribution assumption: employee only about $703,900 at 4% or $469,267 at 6%; with 50% employer match about $469,267 at 4% or $312,844 at 6%; with 100% employer match about $351,950 at 4% or $234,633 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$956,444$112,624$28,156iApproximate average salary by contribution assumption: employee only about $703,900 at 4% or $469,267 at 6%; with 50% employer match about $469,267 at 4% or $312,844 at 6%; with 100% employer match about $351,950 at 4% or $234,633 at 6%.
201414$666,377$27,176$6,794iApproximate average salary by contribution assumption: employee only about $169,850 at 4% or $113,233 at 6%; with 50% employer match about $113,233 at 4% or $75,489 at 6%; with 100% employer match about $84,925 at 4% or $56,617 at 6%.
Bristlecone Value Partners LLC Retirement Trust-4$666,377$27,176$6,794iApproximate average salary by contribution assumption: employee only about $169,850 at 4% or $113,233 at 6%; with 50% employer match about $113,233 at 4% or $75,489 at 6%; with 100% employer match about $84,925 at 4% or $56,617 at 6%.
201313$586,634$139,919$46,640iApproximate average salary by contribution assumption: employee only about $1,165,992 at 4% or $777,328 at 6%; with 50% employer match about $777,328 at 4% or $518,219 at 6%; with 100% employer match about $582,996 at 4% or $388,664 at 6%.
Bristlecone Value Partners LLC Retirement Trust-3$586,634$139,919$46,640iApproximate average salary by contribution assumption: employee only about $1,165,992 at 4% or $777,328 at 6%; with 50% employer match about $777,328 at 4% or $518,219 at 6%; with 100% employer match about $582,996 at 4% or $388,664 at 6%.
201213$446,715$24,840$8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%.
Bristlecone Value Partners LLC Retirement Trust-3$446,715$24,840$8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%.
201113$374,868$23,779$7,926iApproximate average salary by contribution assumption: employee only about $198,158 at 4% or $132,106 at 6%; with 50% employer match about $132,106 at 4% or $88,070 at 6%; with 100% employer match about $99,079 at 4% or $66,053 at 6%.
Bristlecone Value Partners LLC Retirement Trust-3$374,868$23,779$7,926iApproximate average salary by contribution assumption: employee only about $198,158 at 4% or $132,106 at 6%; with 50% employer match about $132,106 at 4% or $88,070 at 6%; with 100% employer match about $99,079 at 4% or $66,053 at 6%.
201013$356,249$23,091$7,697iApproximate average salary by contribution assumption: employee only about $192,425 at 4% or $128,283 at 6%; with 50% employer match about $128,283 at 4% or $85,522 at 6%; with 100% employer match about $96,213 at 4% or $64,142 at 6%.
Bristlecone Value Partners LLC Retirement Trust-3$356,249$23,091$7,697iApproximate average salary by contribution assumption: employee only about $192,425 at 4% or $128,283 at 6%; with 50% employer match about $128,283 at 4% or $85,522 at 6%; with 100% employer match about $96,213 at 4% or $64,142 at 6%.
200913$288,849$0-
Bristlecone Value Partners LLC Retirement Trust-3$288,849$0-
200813$216,424$70,383$23,461iApproximate average salary by contribution assumption: employee only about $586,525 at 4% or $391,017 at 6%; with 50% employer match about $391,017 at 4% or $260,678 at 6%; with 100% employer match about $293,263 at 4% or $195,508 at 6%.
Bristlecone Value Partners LLC Retirement Trust-3$216,424$70,383$23,461iApproximate average salary by contribution assumption: employee only about $586,525 at 4% or $391,017 at 6%; with 50% employer match about $391,017 at 4% or $260,678 at 6%; with 100% employer match about $293,263 at 4% or $195,508 at 6%.
200718$0$0-
Bristlecone Value Partners LLC Retirement Trust-8---
200616$343,017$87,552$14,592iApproximate average salary by contribution assumption: employee only about $364,800 at 4% or $243,200 at 6%; with 50% employer match about $243,200 at 4% or $162,133 at 6%; with 100% employer match about $182,400 at 4% or $121,600 at 6%.
Bristlecone Value Partners LLC Retirement Trust-6$343,017$87,552$14,592iApproximate average salary by contribution assumption: employee only about $364,800 at 4% or $243,200 at 6%; with 50% employer match about $243,200 at 4% or $162,133 at 6%; with 100% employer match about $182,400 at 4% or $121,600 at 6%.
200516$205,898$81,299$13,550iApproximate average salary by contribution assumption: employee only about $338,746 at 4% or $225,831 at 6%; with 50% employer match about $225,831 at 4% or $150,554 at 6%; with 100% employer match about $169,373 at 4% or $112,915 at 6%.
Bristlecone Value Partners LLC Retirement Trust-6$205,898$81,299$13,550iApproximate average salary by contribution assumption: employee only about $338,746 at 4% or $225,831 at 6%; with 50% employer match about $225,831 at 4% or $150,554 at 6%; with 100% employer match about $169,373 at 4% or $112,915 at 6%.