Civic Intelligence

Ellis Partners LLC.

Plan context: Ellis Partners LLC 401(K) Profit Sharing Plan

EIN 94-3348273 • San Francisco, CA • 25 filings • 3 plans

1 Sansome Street Suite 1550San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$9,809,855

2024 Contributions

$738,875

Historical Graphs

Total Assets Over Time

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

$9,809,855$4,904,928$0200020132024YearValue
$9,809,855Latest year 2024

Participants Over Time

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

31160200020122024YearValue
31Latest 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
2024131$9,809,855$738,875$23,835iApproximate average salary by contribution assumption: employee only about $595,867 at 4% or $397,245 at 6%; with 50% employer match about $397,245 at 4% or $264,830 at 6%; with 100% employer match about $297,933 at 4% or $198,622 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-31$9,809,855$738,875$23,835iApproximate average salary by contribution assumption: employee only about $595,867 at 4% or $397,245 at 6%; with 50% employer match about $397,245 at 4% or $264,830 at 6%; with 100% employer match about $297,933 at 4% or $198,622 at 6%.
2023131$9,039,154$550,319$17,752iApproximate average salary by contribution assumption: employee only about $443,806 at 4% or $295,870 at 6%; with 50% employer match about $295,870 at 4% or $197,247 at 6%; with 100% employer match about $221,903 at 4% or $147,935 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-31$9,039,154$550,319$17,752iApproximate average salary by contribution assumption: employee only about $443,806 at 4% or $295,870 at 6%; with 50% employer match about $295,870 at 4% or $197,247 at 6%; with 100% employer match about $221,903 at 4% or $147,935 at 6%.
2022129$7,385,490$701,178$24,179iApproximate average salary by contribution assumption: employee only about $604,464 at 4% or $402,976 at 6%; with 50% employer match about $402,976 at 4% or $268,651 at 6%; with 100% employer match about $302,232 at 4% or $201,488 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-29$7,385,490$701,178$24,179iApproximate average salary by contribution assumption: employee only about $604,464 at 4% or $402,976 at 6%; with 50% employer match about $402,976 at 4% or $268,651 at 6%; with 100% employer match about $302,232 at 4% or $201,488 at 6%.
2021124$7,861,884$405,116$16,880iApproximate average salary by contribution assumption: employee only about $421,996 at 4% or $281,331 at 6%; with 50% employer match about $281,331 at 4% or $187,554 at 6%; with 100% employer match about $210,998 at 4% or $140,665 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-24$7,861,884$405,116$16,880iApproximate average salary by contribution assumption: employee only about $421,996 at 4% or $281,331 at 6%; with 50% employer match about $281,331 at 4% or $187,554 at 6%; with 100% employer match about $210,998 at 4% or $140,665 at 6%.
2020124$6,484,282$378,504$15,771iApproximate average salary by contribution assumption: employee only about $394,275 at 4% or $262,850 at 6%; with 50% employer match about $262,850 at 4% or $175,233 at 6%; with 100% employer match about $197,138 at 4% or $131,425 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-24$6,484,282$378,504$15,771iApproximate average salary by contribution assumption: employee only about $394,275 at 4% or $262,850 at 6%; with 50% employer match about $262,850 at 4% or $175,233 at 6%; with 100% employer match about $197,138 at 4% or $131,425 at 6%.
2019124$5,619,779$360,050$15,002iApproximate average salary by contribution assumption: employee only about $375,052 at 4% or $250,035 at 6%; with 50% employer match about $250,035 at 4% or $166,690 at 6%; with 100% employer match about $187,526 at 4% or $125,017 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-24$5,619,779$360,050$15,002iApproximate average salary by contribution assumption: employee only about $375,052 at 4% or $250,035 at 6%; with 50% employer match about $250,035 at 4% or $166,690 at 6%; with 100% employer match about $187,526 at 4% or $125,017 at 6%.
2018121$4,375,259$326,675$15,556iApproximate average salary by contribution assumption: employee only about $388,899 at 4% or $259,266 at 6%; with 50% employer match about $259,266 at 4% or $172,844 at 6%; with 100% employer match about $194,449 at 4% or $129,633 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-21$4,375,259$326,675$15,556iApproximate average salary by contribution assumption: employee only about $388,899 at 4% or $259,266 at 6%; with 50% employer match about $259,266 at 4% or $172,844 at 6%; with 100% employer match about $194,449 at 4% or $129,633 at 6%.
2017122$5,099,581$332,942$15,134iApproximate average salary by contribution assumption: employee only about $378,343 at 4% or $252,229 at 6%; with 50% employer match about $252,229 at 4% or $168,153 at 6%; with 100% employer match about $189,172 at 4% or $126,114 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-22$5,099,581$332,942$15,134iApproximate average salary by contribution assumption: employee only about $378,343 at 4% or $252,229 at 6%; with 50% employer match about $252,229 at 4% or $168,153 at 6%; with 100% employer match about $189,172 at 4% or $126,114 at 6%.
2016119$4,069,468$332,640$17,507iApproximate average salary by contribution assumption: employee only about $437,684 at 4% or $291,789 at 6%; with 50% employer match about $291,789 at 4% or $194,526 at 6%; with 100% employer match about $218,842 at 4% or $145,895 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-19$4,069,468$332,640$17,507iApproximate average salary by contribution assumption: employee only about $437,684 at 4% or $291,789 at 6%; with 50% employer match about $291,789 at 4% or $194,526 at 6%; with 100% employer match about $218,842 at 4% or $145,895 at 6%.
2015120$3,458,987$306,330$15,317iApproximate average salary by contribution assumption: employee only about $382,913 at 4% or $255,275 at 6%; with 50% employer match about $255,275 at 4% or $170,183 at 6%; with 100% employer match about $191,456 at 4% or $127,638 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-20$3,458,987$306,330$15,317iApproximate average salary by contribution assumption: employee only about $382,913 at 4% or $255,275 at 6%; with 50% employer match about $255,275 at 4% or $170,183 at 6%; with 100% employer match about $191,456 at 4% or $127,638 at 6%.
2014117$3,196,043$305,637$17,979iApproximate average salary by contribution assumption: employee only about $449,466 at 4% or $299,644 at 6%; with 50% employer match about $299,644 at 4% or $199,763 at 6%; with 100% employer match about $224,733 at 4% or $149,822 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-17$3,196,043$305,637$17,979iApproximate average salary by contribution assumption: employee only about $449,466 at 4% or $299,644 at 6%; with 50% employer match about $299,644 at 4% or $199,763 at 6%; with 100% employer match about $224,733 at 4% or $149,822 at 6%.
2013118$2,828,687$264,844$14,714iApproximate average salary by contribution assumption: employee only about $367,839 at 4% or $245,226 at 6%; with 50% employer match about $245,226 at 4% or $163,484 at 6%; with 100% employer match about $183,919 at 4% or $122,613 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-18$2,828,687$264,844$14,714iApproximate average salary by contribution assumption: employee only about $367,839 at 4% or $245,226 at 6%; with 50% employer match about $245,226 at 4% or $163,484 at 6%; with 100% employer match about $183,919 at 4% or $122,613 at 6%.
2012117$2,117,470$259,961$15,292iApproximate average salary by contribution assumption: employee only about $382,296 at 4% or $254,864 at 6%; with 50% employer match about $254,864 at 4% or $169,909 at 6%; with 100% employer match about $191,148 at 4% or $127,432 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-17$2,117,470$259,961$15,292iApproximate average salary by contribution assumption: employee only about $382,296 at 4% or $254,864 at 6%; with 50% employer match about $254,864 at 4% or $169,909 at 6%; with 100% employer match about $191,148 at 4% or $127,432 at 6%.
2011117$1,644,715$222,633$13,096iApproximate average salary by contribution assumption: employee only about $327,401 at 4% or $218,268 at 6%; with 50% employer match about $218,268 at 4% or $145,512 at 6%; with 100% employer match about $163,701 at 4% or $109,134 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-17$1,644,715$222,633$13,096iApproximate average salary by contribution assumption: employee only about $327,401 at 4% or $218,268 at 6%; with 50% employer match about $218,268 at 4% or $145,512 at 6%; with 100% employer match about $163,701 at 4% or $109,134 at 6%.
2010117$1,560,207$138,054$8,121iApproximate average salary by contribution assumption: employee only about $203,021 at 4% or $135,347 at 6%; with 50% employer match about $135,347 at 4% or $90,231 at 6%; with 100% employer match about $101,510 at 4% or $67,674 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-17$1,560,207$138,054$8,121iApproximate average salary by contribution assumption: employee only about $203,021 at 4% or $135,347 at 6%; with 50% employer match about $135,347 at 4% or $90,231 at 6%; with 100% employer match about $101,510 at 4% or $67,674 at 6%.
2009118$1,251,530$227,889$12,661iApproximate average salary by contribution assumption: employee only about $316,513 at 4% or $211,008 at 6%; with 50% employer match about $211,008 at 4% or $140,672 at 6%; with 100% employer match about $158,256 at 4% or $105,504 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-18$1,251,530$227,889$12,661iApproximate average salary by contribution assumption: employee only about $316,513 at 4% or $211,008 at 6%; with 50% employer match about $211,008 at 4% or $140,672 at 6%; with 100% employer match about $158,256 at 4% or $105,504 at 6%.
2008121$836,729$209,300$9,967iApproximate average salary by contribution assumption: employee only about $249,167 at 4% or $166,111 at 6%; with 50% employer match about $166,111 at 4% or $110,741 at 6%; with 100% employer match about $124,583 at 4% or $83,056 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-21$836,729$209,300$9,967iApproximate average salary by contribution assumption: employee only about $249,167 at 4% or $166,111 at 6%; with 50% employer match about $166,111 at 4% or $110,741 at 6%; with 100% employer match about $124,583 at 4% or $83,056 at 6%.
2007117$1,158,034$177,530$10,443iApproximate average salary by contribution assumption: employee only about $261,074 at 4% or $174,049 at 6%; with 50% employer match about $174,049 at 4% or $116,033 at 6%; with 100% employer match about $130,537 at 4% or $87,025 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-17$1,158,034$177,530$10,443iApproximate average salary by contribution assumption: employee only about $261,074 at 4% or $174,049 at 6%; with 50% employer match about $174,049 at 4% or $116,033 at 6%; with 100% employer match about $130,537 at 4% or $87,025 at 6%.
2006116$898,988$208,691$13,043iApproximate average salary by contribution assumption: employee only about $326,080 at 4% or $217,386 at 6%; with 50% employer match about $217,386 at 4% or $144,924 at 6%; with 100% employer match about $163,040 at 4% or $108,693 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-16$898,988$208,691$13,043iApproximate average salary by contribution assumption: employee only about $326,080 at 4% or $217,386 at 6%; with 50% employer match about $217,386 at 4% or $144,924 at 6%; with 100% employer match about $163,040 at 4% or $108,693 at 6%.
2005113$767,782$193,380$14,875iApproximate average salary by contribution assumption: employee only about $371,885 at 4% or $247,923 at 6%; with 50% employer match about $247,923 at 4% or $165,282 at 6%; with 100% employer match about $185,942 at 4% or $123,962 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-13$767,782$193,380$14,875iApproximate average salary by contribution assumption: employee only about $371,885 at 4% or $247,923 at 6%; with 50% employer match about $247,923 at 4% or $165,282 at 6%; with 100% employer match about $185,942 at 4% or $123,962 at 6%.
2004112$615,895$135,107$11,259iApproximate average salary by contribution assumption: employee only about $281,473 at 4% or $187,649 at 6%; with 50% employer match about $187,649 at 4% or $125,099 at 6%; with 100% employer match about $140,736 at 4% or $93,824 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-12$615,895$135,107$11,259iApproximate average salary by contribution assumption: employee only about $281,473 at 4% or $187,649 at 6%; with 50% employer match about $187,649 at 4% or $125,099 at 6%; with 100% employer match about $140,736 at 4% or $93,824 at 6%.
2003112$476,133$73,547$6,129iApproximate average salary by contribution assumption: employee only about $153,223 at 4% or $102,149 at 6%; with 50% employer match about $102,149 at 4% or $68,099 at 6%; with 100% employer match about $76,611 at 4% or $51,074 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-12$476,133$73,547$6,129iApproximate average salary by contribution assumption: employee only about $153,223 at 4% or $102,149 at 6%; with 50% employer match about $102,149 at 4% or $68,099 at 6%; with 100% employer match about $76,611 at 4% or $51,074 at 6%.
2002113$322,578$61,475$4,729iApproximate average salary by contribution assumption: employee only about $118,221 at 4% or $78,814 at 6%; with 50% employer match about $78,814 at 4% or $52,543 at 6%; with 100% employer match about $59,111 at 4% or $39,407 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-13$322,578$61,475$4,729iApproximate average salary by contribution assumption: employee only about $118,221 at 4% or $78,814 at 6%; with 50% employer match about $78,814 at 4% or $52,543 at 6%; with 100% employer match about $59,111 at 4% or $39,407 at 6%.
2001110$0$0-
Ellis Partners LLC 401(K) Profit Sharing Plan-10---
2000111$352,140$69,649$6,332iApproximate average salary by contribution assumption: employee only about $158,293 at 4% or $105,529 at 6%; with 50% employer match about $105,529 at 4% or $70,353 at 6%; with 100% employer match about $79,147 at 4% or $52,764 at 6%.
Ellis Partners LLC 401(K) Profit Sharing Plan-11$352,140$69,649$6,332iApproximate average salary by contribution assumption: employee only about $158,293 at 4% or $105,529 at 6%; with 50% employer match about $105,529 at 4% or $70,353 at 6%; with 100% employer match about $79,147 at 4% or $52,764 at 6%.