Civic Intelligence

Partners Fund Inc.

Plan context: Partners Fund Inc. 401(K) Profit Sharing Plan

EIN 87-4809471 • 3 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,952,071

2024 Contributions

$418,139

Historical Graphs

Total Assets Over Time

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

$2,054,032$1,027,016$0202220232024YearValue
$1,952,071Latest year 2024

Participants Over Time

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

1790202220232024YearValue
16Latest 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
2024116$1,952,071$418,139$26,134iApproximate average salary by contribution assumption: employee only about $653,342 at 4% or $435,561 at 6%; with 50% employer match about $435,561 at 4% or $290,374 at 6%; with 100% employer match about $326,671 at 4% or $217,781 at 6%.
Partners Fund Inc. 401(K) Profit Sharing Plan-16$1,952,071$418,139$26,134iApproximate average salary by contribution assumption: employee only about $653,342 at 4% or $435,561 at 6%; with 50% employer match about $435,561 at 4% or $290,374 at 6%; with 100% employer match about $326,671 at 4% or $217,781 at 6%.
2023117$2,054,032$488,309$28,724iApproximate average salary by contribution assumption: employee only about $718,101 at 4% or $478,734 at 6%; with 50% employer match about $478,734 at 4% or $319,156 at 6%; with 100% employer match about $359,051 at 4% or $239,367 at 6%.
Partners Fund Inc. 401(K) Profit Sharing Plan-17$2,054,032$488,309$28,724iApproximate average salary by contribution assumption: employee only about $718,101 at 4% or $478,734 at 6%; with 50% employer match about $478,734 at 4% or $319,156 at 6%; with 100% employer match about $359,051 at 4% or $239,367 at 6%.
2022117$2,053,840$2,051,169$120,657iApproximate average salary by contribution assumption: employee only about $3,016,425 at 4% or $2,010,950 at 6%; with 50% employer match about $2,010,950 at 4% or $1,340,633 at 6%; with 100% employer match about $1,508,213 at 4% or $1,005,475 at 6%.
Partners Fund Inc. 401(K) Profit Sharing Plan-17$2,053,840$2,051,169$120,657iApproximate average salary by contribution assumption: employee only about $3,016,425 at 4% or $2,010,950 at 6%; with 50% employer match about $2,010,950 at 4% or $1,340,633 at 6%; with 100% employer match about $1,508,213 at 4% or $1,005,475 at 6%.