Civic Intelligence

AVERY PARTNERS, INC.

Plan context: AVERY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 11-3722364 • Alpharetta, GA • 14 filings • 4 plans

3820 Mansell Road St 290Alpharetta, GA 30022
Current Snapshot

Latest Year

2025

2025 Participants

70

2025 Assets

$2,106,193

2025 Contributions

$245,599

Historical Graphs

Total Assets Over Time

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

$2,106,193$1,053,097$0201420202025YearValue
$2,106,193Latest year 2025

Participants Over Time

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

107540201420212025YearValue
70Latest 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
2025170$2,106,193$245,599$3,509iApproximate average salary by contribution assumption: employee only about $87,714 at 4% or $58,476 at 6%; with 50% employer match about $58,476 at 4% or $38,984 at 6%; with 100% employer match about $43,857 at 4% or $29,238 at 6%.
AVERY PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST-70$2,106,193$245,599$3,509iApproximate average salary by contribution assumption: employee only about $87,714 at 4% or $58,476 at 6%; with 50% employer match about $58,476 at 4% or $38,984 at 6%; with 100% employer match about $43,857 at 4% or $29,238 at 6%.
2024292$1,651,953$193,013$2,098iApproximate average salary by contribution assumption: employee only about $52,449 at 4% or $34,966 at 6%; with 50% employer match about $34,966 at 4% or $23,311 at 6%; with 100% employer match about $26,225 at 4% or $17,483 at 6%.
AVERY PARTNERS, INC 401K PLAN-42$1,651,953$193,013$4,596iApproximate average salary by contribution assumption: employee only about $114,889 at 4% or $76,592 at 6%; with 50% employer match about $76,592 at 4% or $51,062 at 6%; with 100% employer match about $57,444 at 4% or $38,296 at 6%.
AVERY PARTNERS, INC. HEALTH AND WELFARE PLAN-92---
20232107$1,307,863$156,544$1,463iApproximate average salary by contribution assumption: employee only about $36,576 at 4% or $24,384 at 6%; with 50% employer match about $24,384 at 4% or $16,256 at 6%; with 100% employer match about $18,288 at 4% or $12,192 at 6%.
AVERY PARTNERS, INC 401K PLAN-42$1,307,863$156,544$3,727iApproximate average salary by contribution assumption: employee only about $93,181 at 4% or $62,121 at 6%; with 50% employer match about $62,121 at 4% or $41,414 at 6%; with 100% employer match about $46,590 at 4% or $31,060 at 6%.
AVERY PARTNERS, INC. HEALTH AND WELFARE PLAN-107---
2022238$1,081,367$95,602$2,516iApproximate average salary by contribution assumption: employee only about $62,896 at 4% or $41,931 at 6%; with 50% employer match about $41,931 at 4% or $27,954 at 6%; with 100% employer match about $31,448 at 4% or $20,965 at 6%.
AVERY PARTNERS, INC 401K PLAN-38$1,081,367$95,602$2,516iApproximate average salary by contribution assumption: employee only about $62,896 at 4% or $41,931 at 6%; with 50% employer match about $41,931 at 4% or $27,954 at 6%; with 100% employer match about $31,448 at 4% or $20,965 at 6%.
AVERY PARTNERS, INC. HEALTH AND WELFARE PLAN-0---
2021139$1,564,968$80,752$2,071iApproximate average salary by contribution assumption: employee only about $51,764 at 4% or $34,509 at 6%; with 50% employer match about $34,509 at 4% or $23,006 at 6%; with 100% employer match about $25,882 at 4% or $17,255 at 6%.
AVERY PARTNERS, INC 401K PLAN-39$1,564,968$80,752$2,071iApproximate average salary by contribution assumption: employee only about $51,764 at 4% or $34,509 at 6%; with 50% employer match about $34,509 at 4% or $23,006 at 6%; with 100% employer match about $25,882 at 4% or $17,255 at 6%.
2020141$1,302,182$94,209$2,298iApproximate average salary by contribution assumption: employee only about $57,445 at 4% or $38,296 at 6%; with 50% employer match about $38,296 at 4% or $25,531 at 6%; with 100% employer match about $28,722 at 4% or $19,148 at 6%.
AVERY PARTNERS, INC 401K PLAN-41$1,302,182$94,209$2,298iApproximate average salary by contribution assumption: employee only about $57,445 at 4% or $38,296 at 6%; with 50% employer match about $38,296 at 4% or $25,531 at 6%; with 100% employer match about $28,722 at 4% or $19,148 at 6%.
2019141$1,069,524$120,082$2,929iApproximate average salary by contribution assumption: employee only about $73,221 at 4% or $48,814 at 6%; with 50% employer match about $48,814 at 4% or $32,543 at 6%; with 100% employer match about $36,610 at 4% or $24,407 at 6%.
AVERY PARTNERS, INC 401K PLAN-41$1,069,524$120,082$2,929iApproximate average salary by contribution assumption: employee only about $73,221 at 4% or $48,814 at 6%; with 50% employer match about $48,814 at 4% or $32,543 at 6%; with 100% employer match about $36,610 at 4% or $24,407 at 6%.
2018152$957,166$101,502$1,952iApproximate average salary by contribution assumption: employee only about $48,799 at 4% or $32,533 at 6%; with 50% employer match about $32,533 at 4% or $21,688 at 6%; with 100% employer match about $24,400 at 4% or $16,266 at 6%.
AVERY PARTNERS, INC 401K PLAN-52$957,166$101,502$1,952iApproximate average salary by contribution assumption: employee only about $48,799 at 4% or $32,533 at 6%; with 50% employer match about $32,533 at 4% or $21,688 at 6%; with 100% employer match about $24,400 at 4% or $16,266 at 6%.
201710$850,973$87,090-
AVERY PARTNERS, INC 401K PLAN-0$850,973$87,090-
2016125$670,271$113,874$4,555iApproximate average salary by contribution assumption: employee only about $113,874 at 4% or $75,916 at 6%; with 50% employer match about $75,916 at 4% or $50,611 at 6%; with 100% employer match about $56,937 at 4% or $37,958 at 6%.
AVERY PARTNERS, INC 401K PLAN-25$670,271$113,874$4,555iApproximate average salary by contribution assumption: employee only about $113,874 at 4% or $75,916 at 6%; with 50% employer match about $75,916 at 4% or $50,611 at 6%; with 100% employer match about $56,937 at 4% or $37,958 at 6%.
2014113$336,442$24,354$1,873iApproximate average salary by contribution assumption: employee only about $46,835 at 4% or $31,223 at 6%; with 50% employer match about $31,223 at 4% or $20,815 at 6%; with 100% employer match about $23,417 at 4% or $15,612 at 6%.
AVERY PARTNERS, INC 401K PLAN-13$336,442$24,354$1,873iApproximate average salary by contribution assumption: employee only about $46,835 at 4% or $31,223 at 6%; with 50% employer match about $31,223 at 4% or $20,815 at 6%; with 100% employer match about $23,417 at 4% or $15,612 at 6%.