Civic Intelligence

Dalton Investments LLC

Plan context: Dalton Investments LLC 401(K) Plan and Trust

EIN 95-4736598 • Santa Monica, CA • 34 filings • 7 plans

1601 Cloverfield BoulevardSuite 5050NSanta Monica, CA 90404
Current Snapshot

Latest Year

2023

2023 Participants

32

2023 Assets

$17,443,145

2023 Contributions

$1,578,953

Historical Graphs

Total Assets Over Time

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

$17,443,145$8,721,573$0200520152023YearValue
$17,443,145Latest year 2023

Participants Over Time

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

39200200520142023YearValue
32Latest 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
2023132$17,443,145$1,578,953$49,342iApproximate average salary by contribution assumption: employee only about $1,233,557 at 4% or $822,371 at 6%; with 50% employer match about $822,371 at 4% or $548,248 at 6%; with 100% employer match about $616,779 at 4% or $411,186 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-32$17,443,145$1,578,953$49,342iApproximate average salary by contribution assumption: employee only about $1,233,557 at 4% or $822,371 at 6%; with 50% employer match about $822,371 at 4% or $548,248 at 6%; with 100% employer match about $616,779 at 4% or $411,186 at 6%.
2022131$13,498,263$1,477,153$47,650iApproximate average salary by contribution assumption: employee only about $1,191,252 at 4% or $794,168 at 6%; with 50% employer match about $794,168 at 4% or $529,446 at 6%; with 100% employer match about $595,626 at 4% or $397,084 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-31$13,498,263$1,477,153$47,650iApproximate average salary by contribution assumption: employee only about $1,191,252 at 4% or $794,168 at 6%; with 50% employer match about $794,168 at 4% or $529,446 at 6%; with 100% employer match about $595,626 at 4% or $397,084 at 6%.
2021133$13,728,210$1,780,115$53,943iApproximate average salary by contribution assumption: employee only about $1,348,572 at 4% or $899,048 at 6%; with 50% employer match about $899,048 at 4% or $599,365 at 6%; with 100% employer match about $674,286 at 4% or $449,524 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-33$13,728,210$1,780,115$53,943iApproximate average salary by contribution assumption: employee only about $1,348,572 at 4% or $899,048 at 6%; with 50% employer match about $899,048 at 4% or $599,365 at 6%; with 100% employer match about $674,286 at 4% or $449,524 at 6%.
2020134$11,624,105$2,088,218$61,418iApproximate average salary by contribution assumption: employee only about $1,535,454 at 4% or $1,023,636 at 6%; with 50% employer match about $1,023,636 at 4% or $682,424 at 6%; with 100% employer match about $767,727 at 4% or $511,818 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-34$11,624,105$2,088,218$61,418iApproximate average salary by contribution assumption: employee only about $1,535,454 at 4% or $1,023,636 at 6%; with 50% employer match about $1,023,636 at 4% or $682,424 at 6%; with 100% employer match about $767,727 at 4% or $511,818 at 6%.
2019232$8,727,878$552,211$17,257iApproximate average salary by contribution assumption: employee only about $431,415 at 4% or $287,610 at 6%; with 50% employer match about $287,610 at 4% or $191,740 at 6%; with 100% employer match about $215,707 at 4% or $143,805 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-32$8,727,878$552,211$17,257iApproximate average salary by contribution assumption: employee only about $431,415 at 4% or $287,610 at 6%; with 50% employer match about $287,610 at 4% or $191,740 at 6%; with 100% employer match about $215,707 at 4% or $143,805 at 6%.
DALTON INVESTMENTS, LLC VIP PLAN-0$0--
2018238$15,532,943$2,914,722$76,703iApproximate average salary by contribution assumption: employee only about $1,917,580 at 4% or $1,278,387 at 6%; with 50% employer match about $1,278,387 at 4% or $852,258 at 6%; with 100% employer match about $958,790 at 4% or $639,193 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-37$8,900,371$1,271,156$34,356iApproximate average salary by contribution assumption: employee only about $858,889 at 4% or $572,593 at 6%; with 50% employer match about $572,593 at 4% or $381,729 at 6%; with 100% employer match about $429,445 at 4% or $286,296 at 6%.
DALTON INVESTMENTS, LLC VIP PLAN-38$6,632,572$1,643,566$43,252iApproximate average salary by contribution assumption: employee only about $1,081,293 at 4% or $720,862 at 6%; with 50% employer match about $720,862 at 4% or $480,575 at 6%; with 100% employer match about $540,647 at 4% or $360,431 at 6%.
2017239$15,013,643$3,394,568$87,040iApproximate average salary by contribution assumption: employee only about $2,176,005 at 4% or $1,450,670 at 6%; with 50% employer match about $1,450,670 at 4% or $967,113 at 6%; with 100% employer match about $1,088,003 at 4% or $725,335 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-39$9,753,094$1,669,225$42,801iApproximate average salary by contribution assumption: employee only about $1,070,016 at 4% or $713,344 at 6%; with 50% employer match about $713,344 at 4% or $475,563 at 6%; with 100% employer match about $535,008 at 4% or $356,672 at 6%.
DALTON INVESTMENTS, LLC VIP PLAN-35$5,260,549$1,725,343$49,296iApproximate average salary by contribution assumption: employee only about $1,232,388 at 4% or $821,592 at 6%; with 50% employer match about $821,592 at 4% or $547,728 at 6%; with 100% employer match about $616,194 at 4% or $410,796 at 6%.
2016238$10,784,203$3,160,364$83,167iApproximate average salary by contribution assumption: employee only about $2,079,187 at 4% or $1,386,125 at 6%; with 50% employer match about $1,386,125 at 4% or $924,083 at 6%; with 100% employer match about $1,039,593 at 4% or $693,062 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-38$7,377,085$1,963,156$51,662iApproximate average salary by contribution assumption: employee only about $1,291,550 at 4% or $861,033 at 6%; with 50% employer match about $861,033 at 4% or $574,022 at 6%; with 100% employer match about $645,775 at 4% or $430,517 at 6%.
DALTON INVESTMENTS, LLC VIP PLAN-30$3,407,118$1,197,208$39,907iApproximate average salary by contribution assumption: employee only about $997,673 at 4% or $665,116 at 6%; with 50% employer match about $665,116 at 4% or $443,410 at 6%; with 100% employer match about $498,837 at 4% or $332,558 at 6%.
2015239$8,443,500$2,463,143$63,158iApproximate average salary by contribution assumption: employee only about $1,578,938 at 4% or $1,052,625 at 6%; with 50% employer match about $1,052,625 at 4% or $701,750 at 6%; with 100% employer match about $789,469 at 4% or $526,313 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-39$5,809,036$1,294,134$33,183iApproximate average salary by contribution assumption: employee only about $829,573 at 4% or $553,049 at 6%; with 50% employer match about $553,049 at 4% or $368,699 at 6%; with 100% employer match about $414,787 at 4% or $276,524 at 6%.
DALTON INVESTMENTS, LLC VIP PLAN-23$2,634,464$1,169,009$50,826iApproximate average salary by contribution assumption: employee only about $1,270,662 at 4% or $847,108 at 6%; with 50% employer match about $847,108 at 4% or $564,739 at 6%; with 100% employer match about $635,331 at 4% or $423,554 at 6%.
2014224$6,448,574$2,445,214$101,884iApproximate average salary by contribution assumption: employee only about $2,547,098 at 4% or $1,698,065 at 6%; with 50% employer match about $1,698,065 at 4% or $1,132,044 at 6%; with 100% employer match about $1,273,549 at 4% or $849,033 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-24$4,509,819$1,200,243$50,010iApproximate average salary by contribution assumption: employee only about $1,250,253 at 4% or $833,502 at 6%; with 50% employer match about $833,502 at 4% or $555,668 at 6%; with 100% employer match about $625,127 at 4% or $416,751 at 6%.
DALTON INVESTMENTS, LLC VIP PLAN-24$1,938,755$1,244,971$51,874iApproximate average salary by contribution assumption: employee only about $1,296,845 at 4% or $864,563 at 6%; with 50% employer match about $864,563 at 4% or $576,375 at 6%; with 100% employer match about $648,422 at 4% or $432,282 at 6%.
2013226$4,365,843$1,879,673$72,295iApproximate average salary by contribution assumption: employee only about $1,807,378 at 4% or $1,204,919 at 6%; with 50% employer match about $1,204,919 at 4% or $803,279 at 6%; with 100% employer match about $903,689 at 4% or $602,459 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-26$3,456,111$969,941$37,305iApproximate average salary by contribution assumption: employee only about $932,636 at 4% or $621,757 at 6%; with 50% employer match about $621,757 at 4% or $414,505 at 6%; with 100% employer match about $466,318 at 4% or $310,879 at 6%.
DALTON INVESTMENTS, LLC VIP PLAN-19$909,732$909,732$47,881iApproximate average salary by contribution assumption: employee only about $1,197,016 at 4% or $798,011 at 6%; with 50% employer match about $798,011 at 4% or $532,007 at 6%; with 100% employer match about $598,508 at 4% or $399,005 at 6%.
2012222$5,586,870$1,499,182$68,145iApproximate average salary by contribution assumption: employee only about $1,703,616 at 4% or $1,135,744 at 6%; with 50% employer match about $1,135,744 at 4% or $757,163 at 6%; with 100% employer match about $851,808 at 4% or $567,872 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-22$2,793,435$749,591$34,072iApproximate average salary by contribution assumption: employee only about $851,808 at 4% or $567,872 at 6%; with 50% employer match about $567,872 at 4% or $378,581 at 6%; with 100% employer match about $425,904 at 4% or $283,936 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-22$2,793,435$749,591$34,072iApproximate average salary by contribution assumption: employee only about $851,808 at 4% or $567,872 at 6%; with 50% employer match about $567,872 at 4% or $378,581 at 6%; with 100% employer match about $425,904 at 4% or $283,936 at 6%.
2011118$1,862,406$472,914$26,273iApproximate average salary by contribution assumption: employee only about $656,825 at 4% or $437,883 at 6%; with 50% employer match about $437,883 at 4% or $291,922 at 6%; with 100% employer match about $328,413 at 4% or $218,942 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-18$1,862,406$472,914$26,273iApproximate average salary by contribution assumption: employee only about $656,825 at 4% or $437,883 at 6%; with 50% employer match about $437,883 at 4% or $291,922 at 6%; with 100% employer match about $328,413 at 4% or $218,942 at 6%.
2010320$1,618,729$336,029$16,801iApproximate average salary by contribution assumption: employee only about $420,036 at 4% or $280,024 at 6%; with 50% employer match about $280,024 at 4% or $186,683 at 6%; with 100% employer match about $210,018 at 4% or $140,012 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-20$1,503,982$336,029$16,801iApproximate average salary by contribution assumption: employee only about $420,036 at 4% or $280,024 at 6%; with 50% employer match about $280,024 at 4% or $186,683 at 6%; with 100% employer match about $210,018 at 4% or $140,012 at 6%.
DALTON INVESTMENTS, LLC & AFFILIATED EMPLOYERS DEFINED BENEFIT PENSION PLAN-7$114,747--
DALTON INVESTMENTS, LLC & AFFILIATED EMPLOYERS DEFINED BENEFIT PLAN-0$0$0-
2009222$2,423,364$302,472$13,749iApproximate average salary by contribution assumption: employee only about $343,718 at 4% or $229,145 at 6%; with 50% employer match about $229,145 at 4% or $152,764 at 6%; with 100% employer match about $171,859 at 4% or $114,573 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-22$1,718,720$302,472$13,749iApproximate average salary by contribution assumption: employee only about $343,718 at 4% or $229,145 at 6%; with 50% employer match about $229,145 at 4% or $152,764 at 6%; with 100% employer match about $171,859 at 4% or $114,573 at 6%.
DALTON INVESTMENTS, LLC & AFFIL. ER DEFINED BENEFIT PENSION PLAN-7$704,644--
2008222$1,789,790$463,240$21,056iApproximate average salary by contribution assumption: employee only about $526,409 at 4% or $350,939 at 6%; with 50% employer match about $350,939 at 4% or $233,960 at 6%; with 100% employer match about $263,205 at 4% or $175,470 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-22$1,211,647$288,240$13,102iApproximate average salary by contribution assumption: employee only about $327,545 at 4% or $218,364 at 6%; with 50% employer match about $218,364 at 4% or $145,576 at 6%; with 100% employer match about $163,773 at 4% or $109,182 at 6%.
DALTON INVESTMENTS, LLC & AFFIL. ER DEFINED BENEFIT PENSION PLAN-6$578,143$175,000$29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%.
2007215$0$0-
Dalton Investments LLC 401(K) Plan and Trust-15---
DALTON INVESTMENTS, LLC & AFFIL. ER DEFINED BENEFIT PENSION PLAN-6---
2006216$901,385$418,361$26,148iApproximate average salary by contribution assumption: employee only about $653,689 at 4% or $435,793 at 6%; with 50% employer match about $435,793 at 4% or $290,528 at 6%; with 100% employer match about $326,845 at 4% or $217,896 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-16$464,893$261,337$16,334iApproximate average salary by contribution assumption: employee only about $408,339 at 4% or $272,226 at 6%; with 50% employer match about $272,226 at 4% or $181,484 at 6%; with 100% employer match about $204,170 at 4% or $136,113 at 6%.
DALTON INVESTMENTS, LLC & AFFIL. ER DEFINED BENEFIT PENSION PLAN-6$436,492$157,024$26,171iApproximate average salary by contribution assumption: employee only about $654,267 at 4% or $436,178 at 6%; with 50% employer match about $436,178 at 4% or $290,785 at 6%; with 100% employer match about $327,133 at 4% or $218,089 at 6%.
2005218$525,687$499,099$27,728iApproximate average salary by contribution assumption: employee only about $693,193 at 4% or $462,129 at 6%; with 50% employer match about $462,129 at 4% or $308,086 at 6%; with 100% employer match about $346,597 at 4% or $231,064 at 6%.
Dalton Investments LLC 401(K) Plan and Trust-18$278,739$268,127$14,896iApproximate average salary by contribution assumption: employee only about $372,399 at 4% or $248,266 at 6%; with 50% employer match about $248,266 at 4% or $165,510 at 6%; with 100% employer match about $186,199 at 4% or $124,133 at 6%.
DALTON INVESTMENTS, LLC & AFFIL. ER DEFINED BENEFIT PENSION PLAN-4$246,948$230,972$57,743iApproximate average salary by contribution assumption: employee only about $1,443,575 at 4% or $962,383 at 6%; with 50% employer match about $962,383 at 4% or $641,589 at 6%; with 100% employer match about $721,788 at 4% or $481,192 at 6%.