Ancoris Capital Partners LLC
Plan context: Ancoris Capital Partners LLC Cash Balance Pension Plan
EIN 83-3109033 • New York, NY • 7 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,379,595
2025 Contributions
$207,645
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 | 0 | $0 | $0 | - |
| Ancoris Capital Partners LLC Cash Balance Pension Plan | - | 0 | $0 | $0 | - |
| 2024 | 2 | 3 | $2,379,595 | $207,645 | $69,215iApproximate average salary by contribution assumption: employee only about $1,730,375 at 4% or $1,153,583 at 6%; with 50% employer match about $1,153,583 at 4% or $769,056 at 6%; with 100% employer match about $865,188 at 4% or $576,792 at 6%. |
| Ancoris Capital Partners LLC Cash Balance Pension Plan | - | 2 | $1,723,131 | $0 | - |
| Ancoris Capital Partners LLC 401(K) Profit Sharing Plan | - | 3 | $656,464 | $207,645 | $69,215iApproximate average salary by contribution assumption: employee only about $1,730,375 at 4% or $1,153,583 at 6%; with 50% employer match about $1,153,583 at 4% or $769,056 at 6%; with 100% employer match about $865,188 at 4% or $576,792 at 6%. |
| 2023 | 2 | 3 | $1,701,087 | $138,500 | $46,167iApproximate average salary by contribution assumption: employee only about $1,154,167 at 4% or $769,444 at 6%; with 50% employer match about $769,444 at 4% or $512,963 at 6%; with 100% employer match about $577,083 at 4% or $384,722 at 6%. |
| Ancoris Capital Partners LLC Cash Balance Pension Plan | - | 3 | $1,361,366 | $0 | - |
| Ancoris Capital Partners LLC 401(K) Profit Sharing Plan | - | 3 | $339,721 | $138,500 | $46,167iApproximate average salary by contribution assumption: employee only about $1,154,167 at 4% or $769,444 at 6%; with 50% employer match about $769,444 at 4% or $512,963 at 6%; with 100% employer match about $577,083 at 4% or $384,722 at 6%. |
| 2022 | 2 | 2 | $1,320,103 | $696,551 | $348,276iApproximate average salary by contribution assumption: employee only about $8,706,888 at 4% or $5,804,592 at 6%; with 50% employer match about $5,804,592 at 4% or $3,869,728 at 6%; with 100% employer match about $4,353,444 at 4% or $2,902,296 at 6%. |
| Ancoris Capital Partners LLC Cash Balance Pension Plan | - | 2 | $1,163,901 | $619,051 | $309,526iApproximate average salary by contribution assumption: employee only about $7,738,138 at 4% or $5,158,758 at 6%; with 50% employer match about $5,158,758 at 4% or $3,439,172 at 6%; with 100% employer match about $3,869,069 at 4% or $2,579,379 at 6%. |
| Ancoris Capital Partners LLC 401(K) Profit Sharing Plan | - | 2 | $156,202 | $77,500 | $38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%. |