Civic Intelligence

Mainsail Asset Management LLC

Plan context: Mainsail Asset Management 401(K) Profit Sharing Plan

EIN 01-0795172 • Birmingham, AL • 14 filings • 1 plans

2229 1st Avenue S., Suite 225Birmingham, AL 35233-2316
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,593,751

2024 Contributions

$121,554

Historical Graphs

Total Assets Over Time

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

$3,593,751$1,796,876$0201120182024YearValue
$3,593,751Latest year 2024

Participants Over Time

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

630201120182024YearValue
6Latest 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
202416$3,593,751$121,554$20,259iApproximate average salary by contribution assumption: employee only about $506,475 at 4% or $337,650 at 6%; with 50% employer match about $337,650 at 4% or $225,100 at 6%; with 100% employer match about $253,238 at 4% or $168,825 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-6$3,593,751$121,554$20,259iApproximate average salary by contribution assumption: employee only about $506,475 at 4% or $337,650 at 6%; with 50% employer match about $337,650 at 4% or $225,100 at 6%; with 100% employer match about $253,238 at 4% or $168,825 at 6%.
202315$2,258,815$107,781$21,556iApproximate average salary by contribution assumption: employee only about $538,905 at 4% or $359,270 at 6%; with 50% employer match about $359,270 at 4% or $239,513 at 6%; with 100% employer match about $269,453 at 4% or $179,635 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-5$2,258,815$107,781$21,556iApproximate average salary by contribution assumption: employee only about $538,905 at 4% or $359,270 at 6%; with 50% employer match about $359,270 at 4% or $239,513 at 6%; with 100% employer match about $269,453 at 4% or $179,635 at 6%.
202215$1,555,788$920,903$184,181iApproximate average salary by contribution assumption: employee only about $4,604,515 at 4% or $3,069,677 at 6%; with 50% employer match about $3,069,677 at 4% or $2,046,451 at 6%; with 100% employer match about $2,302,258 at 4% or $1,534,838 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-5$1,555,788$920,903$184,181iApproximate average salary by contribution assumption: employee only about $4,604,515 at 4% or $3,069,677 at 6%; with 50% employer match about $3,069,677 at 4% or $2,046,451 at 6%; with 100% employer match about $2,302,258 at 4% or $1,534,838 at 6%.
202116$1,328,811$112,340$18,723iApproximate average salary by contribution assumption: employee only about $468,083 at 4% or $312,056 at 6%; with 50% employer match about $312,056 at 4% or $208,037 at 6%; with 100% employer match about $234,042 at 4% or $156,028 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-6$1,328,811$112,340$18,723iApproximate average salary by contribution assumption: employee only about $468,083 at 4% or $312,056 at 6%; with 50% employer match about $312,056 at 4% or $208,037 at 6%; with 100% employer match about $234,042 at 4% or $156,028 at 6%.
202015$1,059,558$227,806$45,561iApproximate average salary by contribution assumption: employee only about $1,139,030 at 4% or $759,353 at 6%; with 50% employer match about $759,353 at 4% or $506,236 at 6%; with 100% employer match about $569,515 at 4% or $379,677 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-5$1,059,558$227,806$45,561iApproximate average salary by contribution assumption: employee only about $1,139,030 at 4% or $759,353 at 6%; with 50% employer match about $759,353 at 4% or $506,236 at 6%; with 100% employer match about $569,515 at 4% or $379,677 at 6%.
201913$547,774$44,174$14,725iApproximate average salary by contribution assumption: employee only about $368,117 at 4% or $245,411 at 6%; with 50% employer match about $245,411 at 4% or $163,607 at 6%; with 100% employer match about $184,058 at 4% or $122,706 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-3$547,774$44,174$14,725iApproximate average salary by contribution assumption: employee only about $368,117 at 4% or $245,411 at 6%; with 50% employer match about $245,411 at 4% or $163,607 at 6%; with 100% employer match about $184,058 at 4% or $122,706 at 6%.
201812$393,987$30,985$15,493iApproximate average salary by contribution assumption: employee only about $387,313 at 4% or $258,208 at 6%; with 50% employer match about $258,208 at 4% or $172,139 at 6%; with 100% employer match about $193,656 at 4% or $129,104 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-2$393,987$30,985$15,493iApproximate average salary by contribution assumption: employee only about $387,313 at 4% or $258,208 at 6%; with 50% employer match about $258,208 at 4% or $172,139 at 6%; with 100% employer match about $193,656 at 4% or $129,104 at 6%.
201712$402,468$29,850$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-2$402,468$29,850$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
201612$318,337$29,850$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-2$318,337$29,850$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
201512$253,344$29,350$14,675iApproximate average salary by contribution assumption: employee only about $366,875 at 4% or $244,583 at 6%; with 50% employer match about $244,583 at 4% or $163,056 at 6%; with 100% employer match about $183,438 at 4% or $122,292 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-2$253,344$29,350$14,675iApproximate average salary by contribution assumption: employee only about $366,875 at 4% or $244,583 at 6%; with 50% employer match about $244,583 at 4% or $163,056 at 6%; with 100% employer match about $183,438 at 4% or $122,292 at 6%.
201412$231,764$124,453$62,227iApproximate average salary by contribution assumption: employee only about $1,555,663 at 4% or $1,037,108 at 6%; with 50% employer match about $1,037,108 at 4% or $691,406 at 6%; with 100% employer match about $777,831 at 4% or $518,554 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-2$231,764$124,453$62,227iApproximate average salary by contribution assumption: employee only about $1,555,663 at 4% or $1,037,108 at 6%; with 50% employer match about $1,037,108 at 4% or $691,406 at 6%; with 100% employer match about $777,831 at 4% or $518,554 at 6%.
201312$94,963$20,668$10,334iApproximate average salary by contribution assumption: employee only about $258,350 at 4% or $172,233 at 6%; with 50% employer match about $172,233 at 4% or $114,822 at 6%; with 100% employer match about $129,175 at 4% or $86,117 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-2$94,963$20,668$10,334iApproximate average salary by contribution assumption: employee only about $258,350 at 4% or $172,233 at 6%; with 50% employer match about $172,233 at 4% or $114,822 at 6%; with 100% employer match about $129,175 at 4% or $86,117 at 6%.
201212$64,168$23,768$11,884iApproximate average salary by contribution assumption: employee only about $297,100 at 4% or $198,067 at 6%; with 50% employer match about $198,067 at 4% or $132,044 at 6%; with 100% employer match about $148,550 at 4% or $99,033 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-2$64,168$23,768$11,884iApproximate average salary by contribution assumption: employee only about $297,100 at 4% or $198,067 at 6%; with 50% employer match about $198,067 at 4% or $132,044 at 6%; with 100% employer match about $148,550 at 4% or $99,033 at 6%.
201112$34,374$19,002$9,501iApproximate average salary by contribution assumption: employee only about $237,525 at 4% or $158,350 at 6%; with 50% employer match about $158,350 at 4% or $105,567 at 6%; with 100% employer match about $118,763 at 4% or $79,175 at 6%.
Mainsail Asset Management 401(K) Profit Sharing Plan-2$34,374$19,002$9,501iApproximate average salary by contribution assumption: employee only about $237,525 at 4% or $158,350 at 6%; with 50% employer match about $158,350 at 4% or $105,567 at 6%; with 100% employer match about $118,763 at 4% or $79,175 at 6%.