Civic Intelligence

ATHENS CAPITAL MANAGEMENT LLC

Plan context: ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 03-0462941 • Santa Barbara, CA • 17 filings • 2 plans

812 Presidio AvenueSanta Barbara, CA 93108
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$639,878

2025 Contributions

$38,150

Historical Graphs

Total Assets Over Time

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

$875,155$437,578$0200920172025YearValue
$639,878Latest year 2025

Participants Over Time

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

320200920172025YearValue
2Latest year 2025

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
202512$639,878$38,150$19,075iApproximate average salary by contribution assumption: employee only about $476,875 at 4% or $317,917 at 6%; with 50% employer match about $317,917 at 4% or $211,944 at 6%; with 100% employer match about $238,438 at 4% or $158,958 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-2$639,878$38,150$19,075iApproximate average salary by contribution assumption: employee only about $476,875 at 4% or $317,917 at 6%; with 50% employer match about $317,917 at 4% or $211,944 at 6%; with 100% employer match about $238,438 at 4% or $158,958 at 6%.
202412$875,155$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-2$875,155$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
202312$712,734$28,863$14,432iApproximate average salary by contribution assumption: employee only about $360,788 at 4% or $240,525 at 6%; with 50% employer match about $240,525 at 4% or $160,350 at 6%; with 100% employer match about $180,394 at 4% or $120,263 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-2$712,734$28,863$14,432iApproximate average salary by contribution assumption: employee only about $360,788 at 4% or $240,525 at 6%; with 50% employer match about $240,525 at 4% or $160,350 at 6%; with 100% employer match about $180,394 at 4% or $120,263 at 6%.
202212$597,411$26,379$13,190iApproximate average salary by contribution assumption: employee only about $329,738 at 4% or $219,825 at 6%; with 50% employer match about $219,825 at 4% or $146,550 at 6%; with 100% employer match about $164,869 at 4% or $109,913 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-2$597,411$26,379$13,190iApproximate average salary by contribution assumption: employee only about $329,738 at 4% or $219,825 at 6%; with 50% employer match about $219,825 at 4% or $146,550 at 6%; with 100% employer match about $164,869 at 4% or $109,913 at 6%.
202112$689,577$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-2$689,577$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
202012$521,656$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-2$521,656$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
201912$476,324$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-2$476,324$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201812$356,887$22,880$11,440iApproximate average salary by contribution assumption: employee only about $286,000 at 4% or $190,667 at 6%; with 50% employer match about $190,667 at 4% or $127,111 at 6%; with 100% employer match about $143,000 at 4% or $95,333 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-2$356,887$22,880$11,440iApproximate average salary by contribution assumption: employee only about $286,000 at 4% or $190,667 at 6%; with 50% employer match about $190,667 at 4% or $127,111 at 6%; with 100% employer match about $143,000 at 4% or $95,333 at 6%.
201712$359,902$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-2$359,902$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201612$278,716$36,557$18,279iApproximate average salary by contribution assumption: employee only about $456,963 at 4% or $304,642 at 6%; with 50% employer match about $304,642 at 4% or $203,094 at 6%; with 100% employer match about $228,481 at 4% or $152,321 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-2$278,716$36,557$18,279iApproximate average salary by contribution assumption: employee only about $456,963 at 4% or $304,642 at 6%; with 50% employer match about $304,642 at 4% or $203,094 at 6%; with 100% employer match about $228,481 at 4% or $152,321 at 6%.
201512$224,840$32,212$16,106iApproximate average salary by contribution assumption: employee only about $402,650 at 4% or $268,433 at 6%; with 50% employer match about $268,433 at 4% or $178,956 at 6%; with 100% employer match about $201,325 at 4% or $134,217 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-2$224,840$32,212$16,106iApproximate average salary by contribution assumption: employee only about $402,650 at 4% or $268,433 at 6%; with 50% employer match about $268,433 at 4% or $178,956 at 6%; with 100% employer match about $201,325 at 4% or $134,217 at 6%.
201412$192,102$33,377$16,689iApproximate average salary by contribution assumption: employee only about $417,213 at 4% or $278,142 at 6%; with 50% employer match about $278,142 at 4% or $185,428 at 6%; with 100% employer match about $208,606 at 4% or $139,071 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-2$192,102$33,377$16,689iApproximate average salary by contribution assumption: employee only about $417,213 at 4% or $278,142 at 6%; with 50% employer match about $278,142 at 4% or $185,428 at 6%; with 100% employer match about $208,606 at 4% or $139,071 at 6%.
201312$149,063$30,198$15,099iApproximate average salary by contribution assumption: employee only about $377,475 at 4% or $251,650 at 6%; with 50% employer match about $251,650 at 4% or $167,767 at 6%; with 100% employer match about $188,738 at 4% or $125,825 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-2$149,063$30,198$15,099iApproximate average salary by contribution assumption: employee only about $377,475 at 4% or $251,650 at 6%; with 50% employer match about $251,650 at 4% or $167,767 at 6%; with 100% employer match about $188,738 at 4% or $125,825 at 6%.
201212$95,927$27,219$13,610iApproximate average salary by contribution assumption: employee only about $340,238 at 4% or $226,825 at 6%; with 50% employer match about $226,825 at 4% or $151,217 at 6%; with 100% employer match about $170,119 at 4% or $113,413 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-2$95,927$27,219$13,610iApproximate average salary by contribution assumption: employee only about $340,238 at 4% or $226,825 at 6%; with 50% employer match about $226,825 at 4% or $151,217 at 6%; with 100% employer match about $170,119 at 4% or $113,413 at 6%.
201112$62,493$26,976$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-2$62,493$26,976$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
201013$49,226$29,038$9,679iApproximate average salary by contribution assumption: employee only about $241,983 at 4% or $161,322 at 6%; with 50% employer match about $161,322 at 4% or $107,548 at 6%; with 100% employer match about $120,992 at 4% or $80,661 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-3$49,226$29,038$9,679iApproximate average salary by contribution assumption: employee only about $241,983 at 4% or $161,322 at 6%; with 50% employer match about $161,322 at 4% or $107,548 at 6%; with 100% employer match about $120,992 at 4% or $80,661 at 6%.
200913$20,094$19,840$6,613iApproximate average salary by contribution assumption: employee only about $165,333 at 4% or $110,222 at 6%; with 50% employer match about $110,222 at 4% or $73,481 at 6%; with 100% employer match about $82,667 at 4% or $55,111 at 6%.
ATHENS CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-3$20,094$19,840$6,613iApproximate average salary by contribution assumption: employee only about $165,333 at 4% or $110,222 at 6%; with 50% employer match about $110,222 at 4% or $73,481 at 6%; with 100% employer match about $82,667 at 4% or $55,111 at 6%.