Civic Intelligence

Athena Capital Research

Plan context: Athena Capital Research LLC 401K Plan

EIN 02-0699654 • 8 filings • 2 plans

Current Snapshot

Latest Year

2013

2013 Participants

9

2013 Assets

$1,396,571

2013 Contributions

$95,632

Historical Graphs

Total Assets Over Time

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

$3,219,616$1,609,808$0200620102013YearValue
$1,396,571Latest year 2013

Participants Over Time

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

1890200620102013YearValue
9Latest year 2013

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
201319$1,396,571$95,632$10,626iApproximate average salary by contribution assumption: employee only about $265,644 at 4% or $177,096 at 6%; with 50% employer match about $177,096 at 4% or $118,064 at 6%; with 100% employer match about $132,822 at 4% or $88,548 at 6%.
Athena Capital Research LLC 401K Plan-9$1,396,571$95,632$10,626iApproximate average salary by contribution assumption: employee only about $265,644 at 4% or $177,096 at 6%; with 50% employer match about $177,096 at 4% or $118,064 at 6%; with 100% employer match about $132,822 at 4% or $88,548 at 6%.
2012111$1,304,132$83,228$7,566iApproximate average salary by contribution assumption: employee only about $189,155 at 4% or $126,103 at 6%; with 50% employer match about $126,103 at 4% or $84,069 at 6%; with 100% employer match about $94,577 at 4% or $63,052 at 6%.
Athena Capital Research LLC 401K Plan-11$1,304,132$83,228$7,566iApproximate average salary by contribution assumption: employee only about $189,155 at 4% or $126,103 at 6%; with 50% employer match about $126,103 at 4% or $84,069 at 6%; with 100% employer match about $94,577 at 4% or $63,052 at 6%.
2011113$3,219,616$695,099$53,469iApproximate average salary by contribution assumption: employee only about $1,336,729 at 4% or $891,153 at 6%; with 50% employer match about $891,153 at 4% or $594,102 at 6%; with 100% employer match about $668,364 at 4% or $445,576 at 6%.
Athena Capital Research LLC 401K Plan-13$3,219,616$695,099$53,469iApproximate average salary by contribution assumption: employee only about $1,336,729 at 4% or $891,153 at 6%; with 50% employer match about $891,153 at 4% or $594,102 at 6%; with 100% employer match about $668,364 at 4% or $445,576 at 6%.
2010113$2,802,209$135,787$10,445iApproximate average salary by contribution assumption: employee only about $261,129 at 4% or $174,086 at 6%; with 50% employer match about $174,086 at 4% or $116,057 at 6%; with 100% employer match about $130,564 at 4% or $87,043 at 6%.
Athena Capital Research LLC 401K Plan-13$2,802,209$135,787$10,445iApproximate average salary by contribution assumption: employee only about $261,129 at 4% or $174,086 at 6%; with 50% employer match about $174,086 at 4% or $116,057 at 6%; with 100% employer match about $130,564 at 4% or $87,043 at 6%.
2009118$2,475,123$412,783$22,932iApproximate average salary by contribution assumption: employee only about $573,310 at 4% or $382,206 at 6%; with 50% employer match about $382,206 at 4% or $254,804 at 6%; with 100% employer match about $286,655 at 4% or $191,103 at 6%.
Athena Capital Research LLC 401K Plan-18$2,475,123$412,783$22,932iApproximate average salary by contribution assumption: employee only about $573,310 at 4% or $382,206 at 6%; with 50% employer match about $382,206 at 4% or $254,804 at 6%; with 100% employer match about $286,655 at 4% or $191,103 at 6%.
2008113$1,352,768$305,000$23,462iApproximate average salary by contribution assumption: employee only about $586,538 at 4% or $391,026 at 6%; with 50% employer match about $391,026 at 4% or $260,684 at 6%; with 100% employer match about $293,269 at 4% or $195,513 at 6%.
Athena Capital Research LLC 401K Plan-13$1,352,768$305,000$23,462iApproximate average salary by contribution assumption: employee only about $586,538 at 4% or $391,026 at 6%; with 50% employer match about $391,026 at 4% or $260,684 at 6%; with 100% employer match about $293,269 at 4% or $195,513 at 6%.
200714$112,324$54,393$13,598iApproximate average salary by contribution assumption: employee only about $339,956 at 4% or $226,638 at 6%; with 50% employer match about $226,638 at 4% or $151,092 at 6%; with 100% employer match about $169,978 at 4% or $113,319 at 6%.
Athena Capital Research LLC 401K Plan-4$112,324$54,393$13,598iApproximate average salary by contribution assumption: employee only about $339,956 at 4% or $226,638 at 6%; with 50% employer match about $226,638 at 4% or $151,092 at 6%; with 100% employer match about $169,978 at 4% or $113,319 at 6%.
200614$30,001$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Athena Capital Research LLC 401K Plan-4$30,001$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.