Isi Capital Partners LLC
Plan context: Isi Capital Partners Defined Benefit Plan
EIN 87-0740748 • Newport Coast, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
2
2015 Assets
$1,292,503
2015 Contributions
$225,670
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 2 | $1,292,503 | $225,670 | $112,835iApproximate average salary by contribution assumption: employee only about $2,820,875 at 4% or $1,880,583 at 6%; with 50% employer match about $1,880,583 at 4% or $1,253,722 at 6%; with 100% employer match about $1,410,438 at 4% or $940,292 at 6%. |
| Isi Capital Partners Defined Benefit Plan | - | 2 | $1,292,503 | $225,670 | $112,835iApproximate average salary by contribution assumption: employee only about $2,820,875 at 4% or $1,880,583 at 6%; with 50% employer match about $1,880,583 at 4% or $1,253,722 at 6%; with 100% employer match about $1,410,438 at 4% or $940,292 at 6%. |
| 2014 | 1 | 2 | $2,066,551 | $0 | - |
| Isi Capital Partners Defined Benefit Plan | - | 2 | $2,066,551 | $0 | - |
| 2013 | 1 | 2 | $1,992,591 | $0 | - |
| Isi Capital Partners Defined Benefit Plan | - | 2 | $1,992,591 | $0 | - |
| 2012 | 1 | 3 | $1,979,385 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Isi Capital Partners Defined Benefit Plan | - | 3 | $1,979,385 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| 2011 | 1 | 3 | $1,680,968 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| Isi Capital Partners Defined Benefit Plan | - | 3 | $1,680,968 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |