Civic Intelligence

Colgin Partners LLC

Plan context: Colgin Partners LLC 401(K) P/S Plan

EIN 95-4735052 • Saint Helena, CA • 14 filings • 3 plans

220 Long Ranch RoadSaint Helena, CA 94574
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$1,640,651

2019 Contributions

$185,807

Historical Graphs

Total Assets Over Time

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

$1,640,651$820,326$0200520122018YearValue
$1,640,651Latest year 2018

Participants Over Time

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

1260200520122018YearValue
12Latest year 2018

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
201910$0$0-
Colgin Partners LLC 401(K) P/S Plan-0$0--
2018112$1,640,651$185,807$15,484iApproximate average salary by contribution assumption: employee only about $387,098 at 4% or $258,065 at 6%; with 50% employer match about $258,065 at 4% or $172,044 at 6%; with 100% employer match about $193,549 at 4% or $129,033 at 6%.
Colgin Partners LLC 401(K) P/S Plan-12$1,640,651$185,807$15,484iApproximate average salary by contribution assumption: employee only about $387,098 at 4% or $258,065 at 6%; with 50% employer match about $258,065 at 4% or $172,044 at 6%; with 100% employer match about $193,549 at 4% or $129,033 at 6%.
2017112$1,566,510$180,028$15,002iApproximate average salary by contribution assumption: employee only about $375,058 at 4% or $250,039 at 6%; with 50% employer match about $250,039 at 4% or $166,693 at 6%; with 100% employer match about $187,529 at 4% or $125,019 at 6%.
Colgin Partners LLC 401(K) P/S Plan-12$1,566,510$180,028$15,002iApproximate average salary by contribution assumption: employee only about $375,058 at 4% or $250,039 at 6%; with 50% employer match about $250,039 at 4% or $166,693 at 6%; with 100% employer match about $187,529 at 4% or $125,019 at 6%.
2016111$1,175,253$164,806$14,982iApproximate average salary by contribution assumption: employee only about $374,559 at 4% or $249,706 at 6%; with 50% employer match about $249,706 at 4% or $166,471 at 6%; with 100% employer match about $187,280 at 4% or $124,853 at 6%.
Colgin Partners LLC 401(K) P/S Plan-11$1,175,253$164,806$14,982iApproximate average salary by contribution assumption: employee only about $374,559 at 4% or $249,706 at 6%; with 50% employer match about $249,706 at 4% or $166,471 at 6%; with 100% employer match about $187,280 at 4% or $124,853 at 6%.
2015111$933,772$148,278$13,480iApproximate average salary by contribution assumption: employee only about $336,995 at 4% or $224,664 at 6%; with 50% employer match about $224,664 at 4% or $149,776 at 6%; with 100% employer match about $168,498 at 4% or $112,332 at 6%.
Colgin Partners LLC 401(K) P/S Plan-11$933,772$148,278$13,480iApproximate average salary by contribution assumption: employee only about $336,995 at 4% or $224,664 at 6%; with 50% employer match about $224,664 at 4% or $149,776 at 6%; with 100% employer match about $168,498 at 4% or $112,332 at 6%.
201418$791,972$98,568$12,321iApproximate average salary by contribution assumption: employee only about $308,025 at 4% or $205,350 at 6%; with 50% employer match about $205,350 at 4% or $136,900 at 6%; with 100% employer match about $154,013 at 4% or $102,675 at 6%.
Colgin Partners LLC 401(K) P/S Plan-8$791,972$98,568$12,321iApproximate average salary by contribution assumption: employee only about $308,025 at 4% or $205,350 at 6%; with 50% employer match about $205,350 at 4% or $136,900 at 6%; with 100% employer match about $154,013 at 4% or $102,675 at 6%.
201318$634,576$98,996$12,375iApproximate average salary by contribution assumption: employee only about $309,363 at 4% or $206,242 at 6%; with 50% employer match about $206,242 at 4% or $137,494 at 6%; with 100% employer match about $154,681 at 4% or $103,121 at 6%.
Colgin Partners LLC 401(K) P/S Plan-8$634,576$98,996$12,375iApproximate average salary by contribution assumption: employee only about $309,363 at 4% or $206,242 at 6%; with 50% employer match about $206,242 at 4% or $137,494 at 6%; with 100% employer match about $154,681 at 4% or $103,121 at 6%.
201217$421,890$71,022$10,146iApproximate average salary by contribution assumption: employee only about $253,650 at 4% or $169,100 at 6%; with 50% employer match about $169,100 at 4% or $112,733 at 6%; with 100% employer match about $126,825 at 4% or $84,550 at 6%.
Colgin Partners LLC 401(K) P/S Plan-7$421,890$71,022$10,146iApproximate average salary by contribution assumption: employee only about $253,650 at 4% or $169,100 at 6%; with 50% employer match about $169,100 at 4% or $112,733 at 6%; with 100% employer match about $126,825 at 4% or $84,550 at 6%.
201116$310,468$65,530$10,922iApproximate average salary by contribution assumption: employee only about $273,042 at 4% or $182,028 at 6%; with 50% employer match about $182,028 at 4% or $121,352 at 6%; with 100% employer match about $136,521 at 4% or $91,014 at 6%.
Colgin Partners LLC 401(K) P/S Plan-6$310,468$65,530$10,922iApproximate average salary by contribution assumption: employee only about $273,042 at 4% or $182,028 at 6%; with 50% employer match about $182,028 at 4% or $121,352 at 6%; with 100% employer match about $136,521 at 4% or $91,014 at 6%.
201015$298,054$65,814$13,163iApproximate average salary by contribution assumption: employee only about $329,070 at 4% or $219,380 at 6%; with 50% employer match about $219,380 at 4% or $146,253 at 6%; with 100% employer match about $164,535 at 4% or $109,690 at 6%.
Colgin Partners LLC 401(K) P/S Plan-5$298,054$65,814$13,163iApproximate average salary by contribution assumption: employee only about $329,070 at 4% or $219,380 at 6%; with 50% employer match about $219,380 at 4% or $146,253 at 6%; with 100% employer match about $164,535 at 4% or $109,690 at 6%.
200915$206,117$58,074$11,615iApproximate average salary by contribution assumption: employee only about $290,370 at 4% or $193,580 at 6%; with 50% employer match about $193,580 at 4% or $129,053 at 6%; with 100% employer match about $145,185 at 4% or $96,790 at 6%.
Colgin Partners LLC 401(K) P/S Plan-5$206,117$58,074$11,615iApproximate average salary by contribution assumption: employee only about $290,370 at 4% or $193,580 at 6%; with 50% employer match about $193,580 at 4% or $129,053 at 6%; with 100% employer match about $145,185 at 4% or $96,790 at 6%.
200815$116,133$58,677$11,735iApproximate average salary by contribution assumption: employee only about $293,385 at 4% or $195,590 at 6%; with 50% employer match about $195,590 at 4% or $130,393 at 6%; with 100% employer match about $146,693 at 4% or $97,795 at 6%.
Colgin Partners LLC 401(K) P/S Plan-5$116,133$58,677$11,735iApproximate average salary by contribution assumption: employee only about $293,385 at 4% or $195,590 at 6%; with 50% employer match about $195,590 at 4% or $130,393 at 6%; with 100% employer match about $146,693 at 4% or $97,795 at 6%.
200613$45,412$24,175$8,058iApproximate average salary by contribution assumption: employee only about $201,458 at 4% or $134,306 at 6%; with 50% employer match about $134,306 at 4% or $89,537 at 6%; with 100% employer match about $100,729 at 4% or $67,153 at 6%.
Colgin Partners LLC 401(K) P/S Plan-3$45,412$24,175$8,058iApproximate average salary by contribution assumption: employee only about $201,458 at 4% or $134,306 at 6%; with 50% employer match about $134,306 at 4% or $89,537 at 6%; with 100% employer match about $100,729 at 4% or $67,153 at 6%.
200513$17,238$16,479$5,493iApproximate average salary by contribution assumption: employee only about $137,325 at 4% or $91,550 at 6%; with 50% employer match about $91,550 at 4% or $61,033 at 6%; with 100% employer match about $68,663 at 4% or $45,775 at 6%.
Colgin Partners LLC 401(K) P/S Plan-3$17,238$16,479$5,493iApproximate average salary by contribution assumption: employee only about $137,325 at 4% or $91,550 at 6%; with 50% employer match about $91,550 at 4% or $61,033 at 6%; with 100% employer match about $68,663 at 4% or $45,775 at 6%.
Colgin Partners LLC | EIN 95-4735052 | 2019 Form 5500 Company Profile