Civic Intelligence

Formentera Partners LP

Plan context: Formentera Partners 401(K) Plan

EIN 85-2633960 • Austin, TX • 3 filings • 2 plans

300 Colorado StSuite 1900Austin, TX 78701
Current Snapshot

Latest Year

2024

2024 Participants

244

2024 Assets

$12,100,789

2024 Contributions

$4,072,849

Historical Graphs

Total Assets Over Time

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

$12,100,789$6,050,395$0202220232024YearValue
$12,100,789Latest year 2024

Participants Over Time

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

2441220202220232024YearValue
244Latest 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
20241244$12,100,789$4,072,849$16,692iApproximate average salary by contribution assumption: employee only about $417,300 at 4% or $278,200 at 6%; with 50% employer match about $278,200 at 4% or $185,467 at 6%; with 100% employer match about $208,650 at 4% or $139,100 at 6%.
Formentera Partners 401(K) Plan-244$12,100,789$4,072,849$16,692iApproximate average salary by contribution assumption: employee only about $417,300 at 4% or $278,200 at 6%; with 50% employer match about $278,200 at 4% or $185,467 at 6%; with 100% employer match about $208,650 at 4% or $139,100 at 6%.
20231140$7,030,114$2,435,611$17,397iApproximate average salary by contribution assumption: employee only about $434,931 at 4% or $289,954 at 6%; with 50% employer match about $289,954 at 4% or $193,302 at 6%; with 100% employer match about $217,465 at 4% or $144,977 at 6%.
Formentera Partners 401(K) Plan-140$7,030,114$2,435,611$17,397iApproximate average salary by contribution assumption: employee only about $434,931 at 4% or $289,954 at 6%; with 50% employer match about $289,954 at 4% or $193,302 at 6%; with 100% employer match about $217,465 at 4% or $144,977 at 6%.
20221113$3,676,234$3,760,012$33,274iApproximate average salary by contribution assumption: employee only about $831,861 at 4% or $554,574 at 6%; with 50% employer match about $554,574 at 4% or $369,716 at 6%; with 100% employer match about $415,931 at 4% or $277,287 at 6%.
Formentera Partners 401(K) Plan-113$3,676,234$3,760,012$33,274iApproximate average salary by contribution assumption: employee only about $831,861 at 4% or $554,574 at 6%; with 50% employer match about $554,574 at 4% or $369,716 at 6%; with 100% employer match about $415,931 at 4% or $277,287 at 6%.