Provenio Capital LLC
Plan context: Provenio Capital LLC 401(K) Profit Sharing Plan
EIN 81-1812456 • Newport Beach, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$2,102,822
2025 Contributions
$427,202
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $2,102,822 | $427,202 | $42,720iApproximate average salary by contribution assumption: employee only about $1,068,005 at 4% or $712,003 at 6%; with 50% employer match about $712,003 at 4% or $474,669 at 6%; with 100% employer match about $534,003 at 4% or $356,002 at 6%. |
| Provenio Capital LLC 401(K) Profit Sharing Plan | - | 10 | $2,102,822 | $427,202 | $42,720iApproximate average salary by contribution assumption: employee only about $1,068,005 at 4% or $712,003 at 6%; with 50% employer match about $712,003 at 4% or $474,669 at 6%; with 100% employer match about $534,003 at 4% or $356,002 at 6%. |
| 2024 | 1 | 9 | $1,655,474 | $433,958 | $48,218iApproximate average salary by contribution assumption: employee only about $1,205,439 at 4% or $803,626 at 6%; with 50% employer match about $803,626 at 4% or $535,751 at 6%; with 100% employer match about $602,719 at 4% or $401,813 at 6%. |
| Provenio Capital LLC 401(K) Profit Sharing Plan | - | 9 | $1,655,474 | $433,958 | $48,218iApproximate average salary by contribution assumption: employee only about $1,205,439 at 4% or $803,626 at 6%; with 50% employer match about $803,626 at 4% or $535,751 at 6%; with 100% employer match about $602,719 at 4% or $401,813 at 6%. |
| 2023 | 1 | 8 | $1,198,598 | $377,360 | $47,170iApproximate average salary by contribution assumption: employee only about $1,179,250 at 4% or $786,167 at 6%; with 50% employer match about $786,167 at 4% or $524,111 at 6%; with 100% employer match about $589,625 at 4% or $393,083 at 6%. |
| Provenio Capital LLC 401(K) Profit Sharing Plan | - | 8 | $1,198,598 | $377,360 | $47,170iApproximate average salary by contribution assumption: employee only about $1,179,250 at 4% or $786,167 at 6%; with 50% employer match about $786,167 at 4% or $524,111 at 6%; with 100% employer match about $589,625 at 4% or $393,083 at 6%. |
| 2022 | 1 | 7 | $755,500 | $257,086 | $36,727iApproximate average salary by contribution assumption: employee only about $918,164 at 4% or $612,110 at 6%; with 50% employer match about $612,110 at 4% or $408,073 at 6%; with 100% employer match about $459,082 at 4% or $306,055 at 6%. |
| Provenio Capital LLC 401(K) Profit Sharing Plan | - | 7 | $755,500 | $257,086 | $36,727iApproximate average salary by contribution assumption: employee only about $918,164 at 4% or $612,110 at 6%; with 50% employer match about $612,110 at 4% or $408,073 at 6%; with 100% employer match about $459,082 at 4% or $306,055 at 6%. |
| 2021 | 1 | 6 | $459,965 | $166,886 | $27,814iApproximate average salary by contribution assumption: employee only about $695,358 at 4% or $463,572 at 6%; with 50% employer match about $463,572 at 4% or $309,048 at 6%; with 100% employer match about $347,679 at 4% or $231,786 at 6%. |
| Provenio Capital LLC 401(K) Profit Sharing Plan | - | 6 | $459,965 | $166,886 | $27,814iApproximate average salary by contribution assumption: employee only about $695,358 at 4% or $463,572 at 6%; with 50% employer match about $463,572 at 4% or $309,048 at 6%; with 100% employer match about $347,679 at 4% or $231,786 at 6%. |
| 2020 | 1 | 7 | $294,466 | $150,000 | $21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%. |
| Provenio Capital LLC 401(K) Profit Sharing Plan | - | 7 | $294,466 | $150,000 | $21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%. |
| 2019 | 1 | 0 | $143,000 | $143,000 | - |
| Provenio Capital LLC 401(K) Profit Sharing Plan | - | 0 | $143,000 | $143,000 | - |