VALUESTREET EQUITY PARTNERS LLC
Plan context: VALUESTREET EQUITY PARTNERS 401(K) PLAN
EIN 82-3318302 • San Diego, CA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$135,476
2025 Contributions
$19,795
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 | 1 | $135,476 | $0 | - |
| VALUESTREET EQUITY PARTNERS 401(K) PLAN | - | 1 | $135,476 | $0 | - |
| 2024 | 1 | 2 | $119,539 | $0 | - |
| VALUESTREET EQUITY PARTNERS 401(K) PLAN | - | 2 | $119,539 | $0 | - |
| 2023 | 1 | 2 | $101,361 | $0 | - |
| VALUESTREET EQUITY PARTNERS 401(K) PLAN | - | 2 | $101,361 | $0 | - |
| 2022 | 1 | 3 | $83,855 | $19,795 | $6,598iApproximate average salary by contribution assumption: employee only about $164,958 at 4% or $109,972 at 6%; with 50% employer match about $109,972 at 4% or $73,315 at 6%; with 100% employer match about $82,479 at 4% or $54,986 at 6%. |
| VALUESTREET EQUITY PARTNERS 401(K) PLAN | - | 3 | $83,855 | $19,795 | $6,598iApproximate average salary by contribution assumption: employee only about $164,958 at 4% or $109,972 at 6%; with 50% employer match about $109,972 at 4% or $73,315 at 6%; with 100% employer match about $82,479 at 4% or $54,986 at 6%. |
| 2021 | 1 | 2 | $76,096 | $16,740 | $8,370iApproximate average salary by contribution assumption: employee only about $209,250 at 4% or $139,500 at 6%; with 50% employer match about $139,500 at 4% or $93,000 at 6%; with 100% employer match about $104,625 at 4% or $69,750 at 6%. |
| VALUESTREET EQUITY PARTNERS 401(K) PLAN | - | 2 | $76,096 | $16,740 | $8,370iApproximate average salary by contribution assumption: employee only about $209,250 at 4% or $139,500 at 6%; with 50% employer match about $139,500 at 4% or $93,000 at 6%; with 100% employer match about $104,625 at 4% or $69,750 at 6%. |
| 2020 | 1 | 2 | $46,670 | $20,905 | $10,453iApproximate average salary by contribution assumption: employee only about $261,313 at 4% or $174,208 at 6%; with 50% employer match about $174,208 at 4% or $116,139 at 6%; with 100% employer match about $130,656 at 4% or $87,104 at 6%. |
| VALUESTREET EQUITY PARTNERS 401(K) PLAN | - | 2 | $46,670 | $20,905 | $10,453iApproximate average salary by contribution assumption: employee only about $261,313 at 4% or $174,208 at 6%; with 50% employer match about $174,208 at 4% or $116,139 at 6%; with 100% employer match about $130,656 at 4% or $87,104 at 6%. |
| 2019 | 1 | 2 | $16,693 | $16,242 | $8,121iApproximate average salary by contribution assumption: employee only about $203,025 at 4% or $135,350 at 6%; with 50% employer match about $135,350 at 4% or $90,233 at 6%; with 100% employer match about $101,513 at 4% or $67,675 at 6%. |
| VALUESTREET EQUITY PARTNERS 401(K) PLAN | - | 2 | $16,693 | $16,242 | $8,121iApproximate average salary by contribution assumption: employee only about $203,025 at 4% or $135,350 at 6%; with 50% employer match about $135,350 at 4% or $90,233 at 6%; with 100% employer match about $101,513 at 4% or $67,675 at 6%. |