Civic Intelligence

Equius Partners

Plan context: Equius Partners Retirement Trust

EIN 94-2927404 • Novato, CA • 18 filings • 1 plans

3 Hamilton Landing Ste 130Novato, CA 94949
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,744,457

2024 Contributions

$2,780

Historical Graphs

Total Assets Over Time

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

$7,367,283$3,683,642$0200820162023YearValue
$3,744,457Latest year 2023

Participants Over Time

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

22110200720152023YearValue
15Latest year 2023

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
202410$0$2,780-
Equius Partners Retirement Trust-0$0$2,780-
2023115$3,744,457$361,221$24,081iApproximate average salary by contribution assumption: employee only about $602,035 at 4% or $401,357 at 6%; with 50% employer match about $401,357 at 4% or $267,571 at 6%; with 100% employer match about $301,018 at 4% or $200,678 at 6%.
Equius Partners Retirement Trust-15$3,744,457$361,221$24,081iApproximate average salary by contribution assumption: employee only about $602,035 at 4% or $401,357 at 6%; with 50% employer match about $401,357 at 4% or $267,571 at 6%; with 100% employer match about $301,018 at 4% or $200,678 at 6%.
2022122$7,311,623$490,807$22,309iApproximate average salary by contribution assumption: employee only about $557,735 at 4% or $371,823 at 6%; with 50% employer match about $371,823 at 4% or $247,882 at 6%; with 100% employer match about $278,868 at 4% or $185,912 at 6%.
Equius Partners Retirement Trust-22$7,311,623$490,807$22,309iApproximate average salary by contribution assumption: employee only about $557,735 at 4% or $371,823 at 6%; with 50% employer match about $371,823 at 4% or $247,882 at 6%; with 100% employer match about $278,868 at 4% or $185,912 at 6%.
2021122$7,367,283$452,891$20,586iApproximate average salary by contribution assumption: employee only about $514,649 at 4% or $343,099 at 6%; with 50% employer match about $343,099 at 4% or $228,733 at 6%; with 100% employer match about $257,324 at 4% or $171,550 at 6%.
Equius Partners Retirement Trust-22$7,367,283$452,891$20,586iApproximate average salary by contribution assumption: employee only about $514,649 at 4% or $343,099 at 6%; with 50% employer match about $343,099 at 4% or $228,733 at 6%; with 100% employer match about $257,324 at 4% or $171,550 at 6%.
2020121$5,302,466$431,792$20,562iApproximate average salary by contribution assumption: employee only about $514,038 at 4% or $342,692 at 6%; with 50% employer match about $342,692 at 4% or $228,461 at 6%; with 100% employer match about $257,019 at 4% or $171,346 at 6%.
Equius Partners Retirement Trust-21$5,302,466$431,792$20,562iApproximate average salary by contribution assumption: employee only about $514,038 at 4% or $342,692 at 6%; with 50% employer match about $342,692 at 4% or $228,461 at 6%; with 100% employer match about $257,019 at 4% or $171,346 at 6%.
2019119$4,539,973$282,008$14,843iApproximate average salary by contribution assumption: employee only about $371,063 at 4% or $247,375 at 6%; with 50% employer match about $247,375 at 4% or $164,917 at 6%; with 100% employer match about $185,532 at 4% or $123,688 at 6%.
Equius Partners Retirement Trust-19$4,539,973$282,008$14,843iApproximate average salary by contribution assumption: employee only about $371,063 at 4% or $247,375 at 6%; with 50% employer match about $247,375 at 4% or $164,917 at 6%; with 100% employer match about $185,532 at 4% or $123,688 at 6%.
2018120$3,529,483$390,054$19,503iApproximate average salary by contribution assumption: employee only about $487,568 at 4% or $325,045 at 6%; with 50% employer match about $325,045 at 4% or $216,697 at 6%; with 100% employer match about $243,784 at 4% or $162,523 at 6%.
Equius Partners Retirement Trust-20$3,529,483$390,054$19,503iApproximate average salary by contribution assumption: employee only about $487,568 at 4% or $325,045 at 6%; with 50% employer match about $325,045 at 4% or $216,697 at 6%; with 100% employer match about $243,784 at 4% or $162,523 at 6%.
2017116$3,667,256$288,091$18,006iApproximate average salary by contribution assumption: employee only about $450,142 at 4% or $300,095 at 6%; with 50% employer match about $300,095 at 4% or $200,063 at 6%; with 100% employer match about $225,071 at 4% or $150,047 at 6%.
Equius Partners Retirement Trust-16$3,667,256$288,091$18,006iApproximate average salary by contribution assumption: employee only about $450,142 at 4% or $300,095 at 6%; with 50% employer match about $300,095 at 4% or $200,063 at 6%; with 100% employer match about $225,071 at 4% or $150,047 at 6%.
2016114$2,945,527$334,493$23,892iApproximate average salary by contribution assumption: employee only about $597,309 at 4% or $398,206 at 6%; with 50% employer match about $398,206 at 4% or $265,471 at 6%; with 100% employer match about $298,654 at 4% or $199,103 at 6%.
Equius Partners Retirement Trust-14$2,945,527$334,493$23,892iApproximate average salary by contribution assumption: employee only about $597,309 at 4% or $398,206 at 6%; with 50% employer match about $398,206 at 4% or $265,471 at 6%; with 100% employer match about $298,654 at 4% or $199,103 at 6%.
2015113$2,230,444$179,895$13,838iApproximate average salary by contribution assumption: employee only about $345,952 at 4% or $230,635 at 6%; with 50% employer match about $230,635 at 4% or $153,756 at 6%; with 100% employer match about $172,976 at 4% or $115,317 at 6%.
Equius Partners Retirement Trust-13$2,230,444$179,895$13,838iApproximate average salary by contribution assumption: employee only about $345,952 at 4% or $230,635 at 6%; with 50% employer match about $230,635 at 4% or $153,756 at 6%; with 100% employer match about $172,976 at 4% or $115,317 at 6%.
2014111$2,000,642$225,745$20,522iApproximate average salary by contribution assumption: employee only about $513,057 at 4% or $342,038 at 6%; with 50% employer match about $342,038 at 4% or $228,025 at 6%; with 100% employer match about $256,528 at 4% or $171,019 at 6%.
Equius Partners Retirement Trust-11$2,000,642$225,745$20,522iApproximate average salary by contribution assumption: employee only about $513,057 at 4% or $342,038 at 6%; with 50% employer match about $342,038 at 4% or $228,025 at 6%; with 100% employer match about $256,528 at 4% or $171,019 at 6%.
2013110$1,697,570$215,108$21,511iApproximate average salary by contribution assumption: employee only about $537,770 at 4% or $358,513 at 6%; with 50% employer match about $358,513 at 4% or $239,009 at 6%; with 100% employer match about $268,885 at 4% or $179,257 at 6%.
Equius Partners Retirement Trust-10$1,697,570$215,108$21,511iApproximate average salary by contribution assumption: employee only about $537,770 at 4% or $358,513 at 6%; with 50% employer match about $358,513 at 4% or $239,009 at 6%; with 100% employer match about $268,885 at 4% or $179,257 at 6%.
201218$1,052,471$181,869$22,734iApproximate average salary by contribution assumption: employee only about $568,341 at 4% or $378,894 at 6%; with 50% employer match about $378,894 at 4% or $252,596 at 6%; with 100% employer match about $284,170 at 4% or $189,447 at 6%.
Equius Partners Retirement Trust-8$1,052,471$181,869$22,734iApproximate average salary by contribution assumption: employee only about $568,341 at 4% or $378,894 at 6%; with 50% employer match about $378,894 at 4% or $252,596 at 6%; with 100% employer match about $284,170 at 4% or $189,447 at 6%.
201117$747,055$163,895$23,414iApproximate average salary by contribution assumption: employee only about $585,339 at 4% or $390,226 at 6%; with 50% employer match about $390,226 at 4% or $260,151 at 6%; with 100% employer match about $292,670 at 4% or $195,113 at 6%.
Equius Partners Retirement Trust-7$747,055$163,895$23,414iApproximate average salary by contribution assumption: employee only about $585,339 at 4% or $390,226 at 6%; with 50% employer match about $390,226 at 4% or $260,151 at 6%; with 100% employer match about $292,670 at 4% or $195,113 at 6%.
201017$621,616$171,625$24,518iApproximate average salary by contribution assumption: employee only about $612,946 at 4% or $408,631 at 6%; with 50% employer match about $408,631 at 4% or $272,421 at 6%; with 100% employer match about $306,473 at 4% or $204,315 at 6%.
Equius Partners Retirement Trust-7$621,616$171,625$24,518iApproximate average salary by contribution assumption: employee only about $612,946 at 4% or $408,631 at 6%; with 50% employer match about $408,631 at 4% or $272,421 at 6%; with 100% employer match about $306,473 at 4% or $204,315 at 6%.
200917$355,138$142,500$20,357iApproximate average salary by contribution assumption: employee only about $508,929 at 4% or $339,286 at 6%; with 50% employer match about $339,286 at 4% or $226,190 at 6%; with 100% employer match about $254,464 at 4% or $169,643 at 6%.
Equius Partners Retirement Trust-7$355,138$142,500$20,357iApproximate average salary by contribution assumption: employee only about $508,929 at 4% or $339,286 at 6%; with 50% employer match about $339,286 at 4% or $226,190 at 6%; with 100% employer match about $254,464 at 4% or $169,643 at 6%.
200815$151,221$168,386$33,677iApproximate average salary by contribution assumption: employee only about $841,930 at 4% or $561,287 at 6%; with 50% employer match about $561,287 at 4% or $374,191 at 6%; with 100% employer match about $420,965 at 4% or $280,643 at 6%.
Equius Partners Retirement Trust-5$151,221$168,386$33,677iApproximate average salary by contribution assumption: employee only about $841,930 at 4% or $561,287 at 6%; with 50% employer match about $561,287 at 4% or $374,191 at 6%; with 100% employer match about $420,965 at 4% or $280,643 at 6%.
200717$0$0-
Equius Partners Retirement Trust-7---