Bitterroot Capital Advisors
Plan context: Bitterroot Capital Advisors 401(K) Profit Sharing Plan
EIN 94-3319516 • Bozeman, MT • 4 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
7
2018 Assets
$307,622
2018 Contributions
$10,203
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $10,203 | - |
| Bitterroot Capital Advisors 401(K) Profit Sharing Plan | - | 0 | $0 | $10,203 | - |
| 2017 | 1 | 7 | $307,622 | $81,288 | $11,613iApproximate average salary by contribution assumption: employee only about $290,314 at 4% or $193,543 at 6%; with 50% employer match about $193,543 at 4% or $129,029 at 6%; with 100% employer match about $145,157 at 4% or $96,771 at 6%. |
| Bitterroot Capital Advisors 401(K) Profit Sharing Plan | - | 7 | $307,622 | $81,288 | $11,613iApproximate average salary by contribution assumption: employee only about $290,314 at 4% or $193,543 at 6%; with 50% employer match about $193,543 at 4% or $129,029 at 6%; with 100% employer match about $145,157 at 4% or $96,771 at 6%. |
| 2016 | 1 | 7 | $199,464 | $100,439 | $14,348iApproximate average salary by contribution assumption: employee only about $358,711 at 4% or $239,140 at 6%; with 50% employer match about $239,140 at 4% or $159,427 at 6%; with 100% employer match about $179,355 at 4% or $119,570 at 6%. |
| Bitterroot Capital Advisors 401(K) Profit Sharing Plan | - | 7 | $199,464 | $100,439 | $14,348iApproximate average salary by contribution assumption: employee only about $358,711 at 4% or $239,140 at 6%; with 50% employer match about $239,140 at 4% or $159,427 at 6%; with 100% employer match about $179,355 at 4% or $119,570 at 6%. |
| 2015 | 1 | 6 | $88,918 | $90,791 | $15,132iApproximate average salary by contribution assumption: employee only about $378,296 at 4% or $252,197 at 6%; with 50% employer match about $252,197 at 4% or $168,131 at 6%; with 100% employer match about $189,148 at 4% or $126,099 at 6%. |
| Bitterroot Capital Advisors 401(K) Profit Sharing Plan | - | 6 | $88,918 | $90,791 | $15,132iApproximate average salary by contribution assumption: employee only about $378,296 at 4% or $252,197 at 6%; with 50% employer match about $252,197 at 4% or $168,131 at 6%; with 100% employer match about $189,148 at 4% or $126,099 at 6%. |