Civic Intelligence

Realvest Equity Partners LLC

Plan context: Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust

EIN 80-0218033 • Orlando, FL • 16 filings • 3 plans

1800 Pembrook DriveSuite 350Orlando, FL 32810-6928
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$914,154

2024 Contributions

$86,233

Historical Graphs

Total Assets Over Time

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

$914,154$457,077$0200920172024YearValue
$914,154Latest year 2024

Participants Over Time

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

1160200920172024YearValue
11Latest 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
2024111$914,154$86,233$7,839iApproximate average salary by contribution assumption: employee only about $195,984 at 4% or $130,656 at 6%; with 50% employer match about $130,656 at 4% or $87,104 at 6%; with 100% employer match about $97,992 at 4% or $65,328 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-11$914,154$86,233$7,839iApproximate average salary by contribution assumption: employee only about $195,984 at 4% or $130,656 at 6%; with 50% employer match about $130,656 at 4% or $87,104 at 6%; with 100% employer match about $97,992 at 4% or $65,328 at 6%.
2023111$793,806$89,770$8,161iApproximate average salary by contribution assumption: employee only about $204,023 at 4% or $136,015 at 6%; with 50% employer match about $136,015 at 4% or $90,677 at 6%; with 100% employer match about $102,011 at 4% or $68,008 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-11$793,806$89,770$8,161iApproximate average salary by contribution assumption: employee only about $204,023 at 4% or $136,015 at 6%; with 50% employer match about $136,015 at 4% or $90,677 at 6%; with 100% employer match about $102,011 at 4% or $68,008 at 6%.
2022111$610,379$89,569$8,143iApproximate average salary by contribution assumption: employee only about $203,566 at 4% or $135,711 at 6%; with 50% employer match about $135,711 at 4% or $90,474 at 6%; with 100% employer match about $101,783 at 4% or $67,855 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-11$610,379$89,569$8,143iApproximate average salary by contribution assumption: employee only about $203,566 at 4% or $135,711 at 6%; with 50% employer match about $135,711 at 4% or $90,474 at 6%; with 100% employer match about $101,783 at 4% or $67,855 at 6%.
2021111$651,306$73,473$6,679iApproximate average salary by contribution assumption: employee only about $166,984 at 4% or $111,323 at 6%; with 50% employer match about $111,323 at 4% or $74,215 at 6%; with 100% employer match about $83,492 at 4% or $55,661 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-11$651,306$73,473$6,679iApproximate average salary by contribution assumption: employee only about $166,984 at 4% or $111,323 at 6%; with 50% employer match about $111,323 at 4% or $74,215 at 6%; with 100% employer match about $83,492 at 4% or $55,661 at 6%.
2020111$526,770$63,323$5,757iApproximate average salary by contribution assumption: employee only about $143,916 at 4% or $95,944 at 6%; with 50% employer match about $95,944 at 4% or $63,963 at 6%; with 100% employer match about $71,958 at 4% or $47,972 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-11$526,770$63,323$5,757iApproximate average salary by contribution assumption: employee only about $143,916 at 4% or $95,944 at 6%; with 50% employer match about $95,944 at 4% or $63,963 at 6%; with 100% employer match about $71,958 at 4% or $47,972 at 6%.
2019111$401,938$67,170$6,106iApproximate average salary by contribution assumption: employee only about $152,659 at 4% or $101,773 at 6%; with 50% employer match about $101,773 at 4% or $67,848 at 6%; with 100% employer match about $76,330 at 4% or $50,886 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-11$401,938$67,170$6,106iApproximate average salary by contribution assumption: employee only about $152,659 at 4% or $101,773 at 6%; with 50% employer match about $101,773 at 4% or $67,848 at 6%; with 100% employer match about $76,330 at 4% or $50,886 at 6%.
2018111$416,469$55,441$5,040iApproximate average salary by contribution assumption: employee only about $126,002 at 4% or $84,002 at 6%; with 50% employer match about $84,002 at 4% or $56,001 at 6%; with 100% employer match about $63,001 at 4% or $42,001 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-11$416,469$55,441$5,040iApproximate average salary by contribution assumption: employee only about $126,002 at 4% or $84,002 at 6%; with 50% employer match about $84,002 at 4% or $56,001 at 6%; with 100% employer match about $63,001 at 4% or $42,001 at 6%.
2017110$406,918$60,224$6,022iApproximate average salary by contribution assumption: employee only about $150,560 at 4% or $100,373 at 6%; with 50% employer match about $100,373 at 4% or $66,916 at 6%; with 100% employer match about $75,280 at 4% or $50,187 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-10$406,918$60,224$6,022iApproximate average salary by contribution assumption: employee only about $150,560 at 4% or $100,373 at 6%; with 50% employer match about $100,373 at 4% or $66,916 at 6%; with 100% employer match about $75,280 at 4% or $50,187 at 6%.
2016110$626,166$64,888$6,489iApproximate average salary by contribution assumption: employee only about $162,220 at 4% or $108,147 at 6%; with 50% employer match about $108,147 at 4% or $72,098 at 6%; with 100% employer match about $81,110 at 4% or $54,073 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-10$626,166$64,888$6,489iApproximate average salary by contribution assumption: employee only about $162,220 at 4% or $108,147 at 6%; with 50% employer match about $108,147 at 4% or $72,098 at 6%; with 100% employer match about $81,110 at 4% or $54,073 at 6%.
2015110$516,948$46,601$4,660iApproximate average salary by contribution assumption: employee only about $116,503 at 4% or $77,668 at 6%; with 50% employer match about $77,668 at 4% or $51,779 at 6%; with 100% employer match about $58,251 at 4% or $38,834 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-10$516,948$46,601$4,660iApproximate average salary by contribution assumption: employee only about $116,503 at 4% or $77,668 at 6%; with 50% employer match about $77,668 at 4% or $51,779 at 6%; with 100% employer match about $58,251 at 4% or $38,834 at 6%.
2014110$541,340$244,861$24,486iApproximate average salary by contribution assumption: employee only about $612,153 at 4% or $408,102 at 6%; with 50% employer match about $408,102 at 4% or $272,068 at 6%; with 100% employer match about $306,076 at 4% or $204,051 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-10$541,340$244,861$24,486iApproximate average salary by contribution assumption: employee only about $612,153 at 4% or $408,102 at 6%; with 50% employer match about $408,102 at 4% or $272,068 at 6%; with 100% employer match about $306,076 at 4% or $204,051 at 6%.
201319$276,411$24,198$2,689iApproximate average salary by contribution assumption: employee only about $67,217 at 4% or $44,811 at 6%; with 50% employer match about $44,811 at 4% or $29,874 at 6%; with 100% employer match about $33,608 at 4% or $22,406 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-9$276,411$24,198$2,689iApproximate average salary by contribution assumption: employee only about $67,217 at 4% or $44,811 at 6%; with 50% employer match about $44,811 at 4% or $29,874 at 6%; with 100% employer match about $33,608 at 4% or $22,406 at 6%.
201217$251,326$21,090$3,013iApproximate average salary by contribution assumption: employee only about $75,321 at 4% or $50,214 at 6%; with 50% employer match about $50,214 at 4% or $33,476 at 6%; with 100% employer match about $37,661 at 4% or $25,107 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-7$251,326$21,090$3,013iApproximate average salary by contribution assumption: employee only about $75,321 at 4% or $50,214 at 6%; with 50% employer match about $50,214 at 4% or $33,476 at 6%; with 100% employer match about $37,661 at 4% or $25,107 at 6%.
201118$215,973$21,030$2,629iApproximate average salary by contribution assumption: employee only about $65,719 at 4% or $43,813 at 6%; with 50% employer match about $43,813 at 4% or $29,208 at 6%; with 100% employer match about $32,859 at 4% or $21,906 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-8$215,973$21,030$2,629iApproximate average salary by contribution assumption: employee only about $65,719 at 4% or $43,813 at 6%; with 50% employer match about $43,813 at 4% or $29,208 at 6%; with 100% employer match about $32,859 at 4% or $21,906 at 6%.
201017$238,799$24,559$3,508iApproximate average salary by contribution assumption: employee only about $87,711 at 4% or $58,474 at 6%; with 50% employer match about $58,474 at 4% or $38,983 at 6%; with 100% employer match about $43,855 at 4% or $29,237 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-7$238,799$24,559$3,508iApproximate average salary by contribution assumption: employee only about $87,711 at 4% or $58,474 at 6%; with 50% employer match about $58,474 at 4% or $38,983 at 6%; with 100% employer match about $43,855 at 4% or $29,237 at 6%.
200917$198,139$216,398$30,914iApproximate average salary by contribution assumption: employee only about $772,850 at 4% or $515,233 at 6%; with 50% employer match about $515,233 at 4% or $343,489 at 6%; with 100% employer match about $386,425 at 4% or $257,617 at 6%.
Realvest Equity Partners LLC 401 K Profit Sharing Plan Trust-7$198,139$216,398$30,914iApproximate average salary by contribution assumption: employee only about $772,850 at 4% or $515,233 at 6%; with 50% employer match about $515,233 at 4% or $343,489 at 6%; with 100% employer match about $386,425 at 4% or $257,617 at 6%.