Civic Intelligence

CONSERVATIVE PARTNERSHIP INSTI

Plan context: CONSERVATIVE PARTNERSHIP INSTI 401(K) PROFIT SHARING PLAN & TRUST

EIN 82-1470217 • Washington, DC • 7 filings • 2 plans

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300 Independence Ave SEWashington, DC 20003-1021
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$2,750,364

2024 Contributions

$465,583

Historical Graphs

Total Assets Over Time

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

$2,750,364$1,375,182$0201820212024YearValue
$2,750,364Latest year 2024

Participants Over Time

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

45230201820212024YearValue
45Latest 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
2024145$2,750,364$465,583$10,346iApproximate average salary by contribution assumption: employee only about $258,657 at 4% or $172,438 at 6%; with 50% employer match about $172,438 at 4% or $114,959 at 6%; with 100% employer match about $129,329 at 4% or $86,219 at 6%.
CONSERVATIVE PARTNERSHIP INSTI 401(K) PROFIT SHARING PLAN & TRUST-45$2,750,364$465,583$10,346iApproximate average salary by contribution assumption: employee only about $258,657 at 4% or $172,438 at 6%; with 50% employer match about $172,438 at 4% or $114,959 at 6%; with 100% employer match about $129,329 at 4% or $86,219 at 6%.
2023139$2,195,471$522,701$13,403iApproximate average salary by contribution assumption: employee only about $335,065 at 4% or $223,376 at 6%; with 50% employer match about $223,376 at 4% or $148,918 at 6%; with 100% employer match about $167,532 at 4% or $111,688 at 6%.
CONSERVATIVE PARTNERSHIP INSTI 401(K) PROFIT SHARING PLAN & TRUST-39$2,195,471$522,701$13,403iApproximate average salary by contribution assumption: employee only about $335,065 at 4% or $223,376 at 6%; with 50% employer match about $223,376 at 4% or $148,918 at 6%; with 100% employer match about $167,532 at 4% or $111,688 at 6%.
2022136$1,609,450$558,537$15,515iApproximate average salary by contribution assumption: employee only about $387,873 at 4% or $258,582 at 6%; with 50% employer match about $258,582 at 4% or $172,388 at 6%; with 100% employer match about $193,936 at 4% or $129,291 at 6%.
CONSERVATIVE PARTNERSHIP INSTI 401(K) PROFIT SHARING PLAN & TRUST-36$1,609,450$558,537$15,515iApproximate average salary by contribution assumption: employee only about $387,873 at 4% or $258,582 at 6%; with 50% employer match about $258,582 at 4% or $172,388 at 6%; with 100% employer match about $193,936 at 4% or $129,291 at 6%.
2021126$1,305,117$319,420$12,285iApproximate average salary by contribution assumption: employee only about $307,135 at 4% or $204,756 at 6%; with 50% employer match about $204,756 at 4% or $136,504 at 6%; with 100% employer match about $153,567 at 4% or $102,378 at 6%.
CONSERVATIVE PARTNERSHIP INSTI 401(K) PROFIT SHARING PLAN & TRUST-26$1,305,117$319,420$12,285iApproximate average salary by contribution assumption: employee only about $307,135 at 4% or $204,756 at 6%; with 50% employer match about $204,756 at 4% or $136,504 at 6%; with 100% employer match about $153,567 at 4% or $102,378 at 6%.
2020118$855,841$462,332$25,685iApproximate average salary by contribution assumption: employee only about $642,128 at 4% or $428,085 at 6%; with 50% employer match about $428,085 at 4% or $285,390 at 6%; with 100% employer match about $321,064 at 4% or $214,043 at 6%.
CONSERVATIVE PARTNERSHIP INSTI 401(K) PROFIT SHARING PLAN & TRUST-18$855,841$462,332$25,685iApproximate average salary by contribution assumption: employee only about $642,128 at 4% or $428,085 at 6%; with 50% employer match about $428,085 at 4% or $285,390 at 6%; with 100% employer match about $321,064 at 4% or $214,043 at 6%.
2019113$358,702$228,188$17,553iApproximate average salary by contribution assumption: employee only about $438,823 at 4% or $292,549 at 6%; with 50% employer match about $292,549 at 4% or $195,032 at 6%; with 100% employer match about $219,412 at 4% or $146,274 at 6%.
CONSERVATIVE PARTNERSHIP INSTI 401(K) PROFIT SHARING PLAN & TRUST-13$358,702$228,188$17,553iApproximate average salary by contribution assumption: employee only about $438,823 at 4% or $292,549 at 6%; with 50% employer match about $292,549 at 4% or $195,032 at 6%; with 100% employer match about $219,412 at 4% or $146,274 at 6%.
2018110$100,153$105,547$10,555iApproximate average salary by contribution assumption: employee only about $263,868 at 4% or $175,912 at 6%; with 50% employer match about $175,912 at 4% or $117,274 at 6%; with 100% employer match about $131,934 at 4% or $87,956 at 6%.
CONSERVATIVE PARTNERSHIP INSTI 401 K PROFIT SHARING PLAN TRUST-10$100,153$105,547$10,555iApproximate average salary by contribution assumption: employee only about $263,868 at 4% or $175,912 at 6%; with 50% employer match about $175,912 at 4% or $117,274 at 6%; with 100% employer match about $131,934 at 4% or $87,956 at 6%.