401k Plan data: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN plan

JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN
Plan identification number	002

JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JACKSON SQUARE PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: JACKSON SQUARE PARTNERS, LLC

Employer identification number (EIN): 800945254

NAIC Classification: 523900

Additional information about JACKSON SQUARE PARTNERS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5380993

More information about JACKSON SQUARE PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHRIS ERICKSEN 2024-03-12
002 2022-01-01 VAN TRAN 2023-08-22
002 2021-01-01 VAN TRAN 2022-07-12
002 2020-01-01 VAN TRAN 2021-07-23
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01

Plan Statistics for JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN

401k plan membership statisitcs for JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN

Measure Date Value
2022: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 11,433,041
Acturial value of plan assets 2022-12-31 11,433,041
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 13,153,098
Number of active participants 2022-12-31 18
Total funding liabilities for active participants 2022-12-31 13,153,098
Total participant count 2022-12-31 18
Total funding target for all participants 2022-12-31 13,153,098
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 3,274,698
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 569,192
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 2,705,506
Present value of excess contributions 2022-12-31 1,314,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,314,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 1,981,500
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 864,963
Total employer contributions 2022-12-31 70,490
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 70,006
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 2,629,739
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 243,006
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 243,006
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 70,006
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 13,410,209
Acturial value of plan assets 2021-12-31 13,410,209
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 10,411,449
Number of active participants 2021-12-31 16
Total funding liabilities for active participants 2021-12-31 10,411,449
Total participant count 2021-12-31 16
Total funding target for all participants 2021-12-31 10,411,449
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 2,755,484
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 140,328
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 2,615,156
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 3,274,698
Total employer contributions 2021-12-31 1,328,972
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 1,314,256
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 1,839,655
Net shortfall amortization installment of oustanding balance 2021-12-31 452,927
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 1,914,298
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 1,914,298
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,314,256
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 12,376,041
Acturial value of plan assets 2020-12-31 12,376,041
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 8,279,014
Number of active participants 2020-12-31 15
Total funding liabilities for active participants 2020-12-31 8,279,014
Total participant count 2020-12-31 15
Total funding target for all participants 2020-12-31 8,279,014
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 2,054,766
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 2,054,766
Present value of excess contributions 2020-12-31 276,409
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 276,409
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 276,409
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 2,755,484
Total employer contributions 2020-12-31 374,857
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 371,342
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 1,705,394
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 509,065
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 509,065
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 371,342
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 9,520,631
Acturial value of plan assets 2019-12-31 9,520,631
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 664,878
Active participant vested funding target 2019-12-31 6,050,425
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 6,050,425
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 6,715,303
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,342,493
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 1,342,493
Present value of excess contributions 2019-12-31 764,496
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 764,496
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 764,496
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 2,054,766
Total employer contributions 2019-12-31 981,380
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 973,007
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,336,924
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 696,598
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 696,598
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 973,007
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 5,625,295
Acturial value of plan assets 2018-12-31 5,625,295
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 479,450
Active participant vested funding target 2018-12-31 4,347,240
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 4,347,240
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 4,826,690
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 578,085
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 578,085
Present value of excess contributions 2018-12-31 701,050
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 701,050
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 701,050
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 1,342,493
Total employer contributions 2018-12-31 2,351,655
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 2,323,508
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 1,458,159
Net shortfall amortization installment of oustanding balance 2018-12-31 617,994
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 1,559,012
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 1,416,390
Additional cash requirement 2018-12-31 142,622
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 2,323,508
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,045,249
Acturial value of plan assets 2017-12-31 4,045,249
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 3,062,155
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 3,062,155
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 3,062,155
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 136,611
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 136,611
Present value of excess contributions 2017-12-31 441,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 441,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 441,467
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 578,078
Total employer contributions 2017-12-31 1,798,751
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,754,165
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 1,425,266
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 1,053,115
Additional cash requirement 2017-12-31 1,053,115
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,754,165
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,600,619
Acturial value of plan assets 2016-12-31 1,600,619
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,439,061
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 1,439,061
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 1,439,061
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 1,366,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,366,611
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 136,611
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 136,611
Total employer contributions 2016-12-31 2,079,381
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 2,048,737
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 1,387,832
Net shortfall amortization installment of oustanding balance 2016-12-31 1,172,643
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,607,270
Additional cash requirement 2016-12-31 1,607,270
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 2,048,737
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	11,433,041
Acturial value of plan assets	2022-12-31	11,433,041
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	13,153,098
Number of active participants	2022-12-31	18
Total funding liabilities for active participants	2022-12-31	13,153,098
Total participant count	2022-12-31	18
Total funding target for all participants	2022-12-31	13,153,098
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	3,274,698
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	569,192
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	2,705,506
Present value of excess contributions	2022-12-31	1,314,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,314,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	1,981,500
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	864,963
Total employer contributions	2022-12-31	70,490
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	70,006
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	2,629,739
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	243,006
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	243,006
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	70,006
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	13,410,209
Acturial value of plan assets	2021-12-31	13,410,209
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	10,411,449
Number of active participants	2021-12-31	16
Total funding liabilities for active participants	2021-12-31	10,411,449
Total participant count	2021-12-31	16
Total funding target for all participants	2021-12-31	10,411,449
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	2,755,484
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	140,328
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	2,615,156
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	3,274,698
Total employer contributions	2021-12-31	1,328,972
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	1,314,256
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	1,839,655
Net shortfall amortization installment of oustanding balance	2021-12-31	452,927
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	1,914,298
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	1,914,298
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,314,256
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	12,376,041
Acturial value of plan assets	2020-12-31	12,376,041
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	8,279,014
Number of active participants	2020-12-31	15
Total funding liabilities for active participants	2020-12-31	8,279,014
Total participant count	2020-12-31	15
Total funding target for all participants	2020-12-31	8,279,014
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	2,054,766
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	2,054,766
Present value of excess contributions	2020-12-31	276,409
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	276,409
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	276,409
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	2,755,484
Total employer contributions	2020-12-31	374,857
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	371,342
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	1,705,394
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	509,065
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	509,065
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	371,342
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	9,520,631
Acturial value of plan assets	2019-12-31	9,520,631
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	664,878
Active participant vested funding target	2019-12-31	6,050,425
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	6,050,425
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	6,715,303
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,342,493
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,342,493
Present value of excess contributions	2019-12-31	764,496
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	764,496
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	764,496
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	2,054,766
Total employer contributions	2019-12-31	981,380
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	973,007
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,336,924
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	696,598
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	696,598
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	973,007
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	5,625,295
Acturial value of plan assets	2018-12-31	5,625,295
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	479,450
Active participant vested funding target	2018-12-31	4,347,240
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	4,347,240
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	4,826,690
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	578,085
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	578,085
Present value of excess contributions	2018-12-31	701,050
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	701,050
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	701,050
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	1,342,493
Total employer contributions	2018-12-31	2,351,655
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	2,323,508
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	1,458,159
Net shortfall amortization installment of oustanding balance	2018-12-31	617,994
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	1,559,012
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	1,416,390
Additional cash requirement	2018-12-31	142,622
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	2,323,508
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,045,249
Acturial value of plan assets	2017-12-31	4,045,249
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	3,062,155
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	3,062,155
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	3,062,155
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	136,611
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	136,611
Present value of excess contributions	2017-12-31	441,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	441,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	441,467
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	578,078
Total employer contributions	2017-12-31	1,798,751
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,754,165
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	1,425,266
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	1,053,115
Additional cash requirement	2017-12-31	1,053,115
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,754,165
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JACKSON SQUARE PARTNERS, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,600,619
Acturial value of plan assets	2016-12-31	1,600,619
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,439,061
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	1,439,061
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,439,061
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	1,366,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,366,611
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	136,611
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	136,611
Total employer contributions	2016-12-31	2,079,381
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	2,048,737
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	1,387,832
Net shortfall amortization installment of oustanding balance	2016-12-31	1,172,643
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,607,270
Additional cash requirement	2016-12-31	1,607,270
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	2,048,737
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	JACKSON SQUARE PARTNERS, LLC
Employer identification number (EIN):	800945254
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5380993

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CHRIS ERICKSEN	2024-03-12
002	2022-01-01	VAN TRAN	2023-08-22
002	2021-01-01	VAN TRAN	2022-07-12
002	2020-01-01	VAN TRAN	2021-07-23
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01