Civic Intelligence

Aa Advisors LLC

Plan context: Aa Advisors LLC 401(K) Plan

EIN 11-3840622 • Corte Madera, CA • 19 filings • 3 plans

770 Tamalpais DriveSuite 401BCorte Madera, CA 94925
Current Snapshot

Latest Year

2025

2025 Participants

93

2025 Assets

$6,485,673

2025 Contributions

$1,076,707

Historical Graphs

Total Assets Over Time

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

$6,485,673$3,242,837$0201120182025YearValue
$6,485,673Latest year 2025

Participants Over Time

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

93470201120182025YearValue
93Latest 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
2025293$6,485,673$1,076,707$11,577iApproximate average salary by contribution assumption: employee only about $289,437 at 4% or $192,958 at 6%; with 50% employer match about $192,958 at 4% or $128,639 at 6%; with 100% employer match about $144,719 at 4% or $96,479 at 6%.
Aa Advisors LLC 401(K) Plan-93$6,485,673$1,076,707$11,577iApproximate average salary by contribution assumption: employee only about $289,437 at 4% or $192,958 at 6%; with 50% employer match about $192,958 at 4% or $128,639 at 6%; with 100% employer match about $144,719 at 4% or $96,479 at 6%.
AA ADVISORS, LLC CASH BALANCE PLAN-0$0$0-
2024293$5,968,404$2,313,619$24,878iApproximate average salary by contribution assumption: employee only about $621,941 at 4% or $414,627 at 6%; with 50% employer match about $414,627 at 4% or $276,418 at 6%; with 100% employer match about $310,970 at 4% or $207,314 at 6%.
Aa Advisors LLC 401(K) Plan-93$5,300,212$2,313,619$24,878iApproximate average salary by contribution assumption: employee only about $621,941 at 4% or $414,627 at 6%; with 50% employer match about $414,627 at 4% or $276,418 at 6%; with 100% employer match about $310,970 at 4% or $207,314 at 6%.
AA ADVISORS, LLC CASH BALANCE PLAN-40$668,192$0-
2023230$3,424,860$675,209$22,507iApproximate average salary by contribution assumption: employee only about $562,674 at 4% or $375,116 at 6%; with 50% employer match about $375,116 at 4% or $250,077 at 6%; with 100% employer match about $281,337 at 4% or $187,558 at 6%.
Aa Advisors LLC 401(K) Plan-30$2,771,701$317,455$10,582iApproximate average salary by contribution assumption: employee only about $264,546 at 4% or $176,364 at 6%; with 50% employer match about $176,364 at 4% or $117,576 at 6%; with 100% employer match about $132,273 at 4% or $88,182 at 6%.
AA ADVISORS, LLC CASH BALANCE PLAN-14$653,159$357,754$25,554iApproximate average salary by contribution assumption: employee only about $638,846 at 4% or $425,898 at 6%; with 50% employer match about $425,898 at 4% or $283,932 at 6%; with 100% employer match about $319,423 at 4% or $212,949 at 6%.
2022225$2,463,082$586,504$23,460iApproximate average salary by contribution assumption: employee only about $586,504 at 4% or $391,003 at 6%; with 50% employer match about $391,003 at 4% or $260,668 at 6%; with 100% employer match about $293,252 at 4% or $195,501 at 6%.
Aa Advisors LLC 401(K) Plan-25$2,168,377$291,799$11,672iApproximate average salary by contribution assumption: employee only about $291,799 at 4% or $194,533 at 6%; with 50% employer match about $194,533 at 4% or $129,688 at 6%; with 100% employer match about $145,900 at 4% or $97,266 at 6%.
AA ADVISORS, LLC CASH BALANCE PLAN-15$294,705$294,705$19,647iApproximate average salary by contribution assumption: employee only about $491,175 at 4% or $327,450 at 6%; with 50% employer match about $327,450 at 4% or $218,300 at 6%; with 100% employer match about $245,588 at 4% or $163,725 at 6%.
2021120$2,320,052$316,748$15,837iApproximate average salary by contribution assumption: employee only about $395,935 at 4% or $263,957 at 6%; with 50% employer match about $263,957 at 4% or $175,971 at 6%; with 100% employer match about $197,968 at 4% or $131,978 at 6%.
Aa Advisors LLC 401(K) Plan-20$2,320,052$316,748$15,837iApproximate average salary by contribution assumption: employee only about $395,935 at 4% or $263,957 at 6%; with 50% employer match about $263,957 at 4% or $175,971 at 6%; with 100% employer match about $197,968 at 4% or $131,978 at 6%.
2020122$2,125,862$274,434$12,474iApproximate average salary by contribution assumption: employee only about $311,857 at 4% or $207,905 at 6%; with 50% employer match about $207,905 at 4% or $138,603 at 6%; with 100% employer match about $155,928 at 4% or $103,952 at 6%.
Aa Advisors LLC 401(K) Plan-22$2,125,862$274,434$12,474iApproximate average salary by contribution assumption: employee only about $311,857 at 4% or $207,905 at 6%; with 50% employer match about $207,905 at 4% or $138,603 at 6%; with 100% employer match about $155,928 at 4% or $103,952 at 6%.
2019121$1,779,894$237,284$11,299iApproximate average salary by contribution assumption: employee only about $282,481 at 4% or $188,321 at 6%; with 50% employer match about $188,321 at 4% or $125,547 at 6%; with 100% employer match about $141,240 at 4% or $94,160 at 6%.
Aa Advisors LLC 401(K) Plan-21$1,779,894$237,284$11,299iApproximate average salary by contribution assumption: employee only about $282,481 at 4% or $188,321 at 6%; with 50% employer match about $188,321 at 4% or $125,547 at 6%; with 100% employer match about $141,240 at 4% or $94,160 at 6%.
2018118$1,284,728$202,862$11,270iApproximate average salary by contribution assumption: employee only about $281,753 at 4% or $187,835 at 6%; with 50% employer match about $187,835 at 4% or $125,223 at 6%; with 100% employer match about $140,876 at 4% or $93,918 at 6%.
Aa Advisors LLC 401(K) Plan-18$1,284,728$202,862$11,270iApproximate average salary by contribution assumption: employee only about $281,753 at 4% or $187,835 at 6%; with 50% employer match about $187,835 at 4% or $125,223 at 6%; with 100% employer match about $140,876 at 4% or $93,918 at 6%.
2017115$1,219,419$189,186$12,612iApproximate average salary by contribution assumption: employee only about $315,310 at 4% or $210,207 at 6%; with 50% employer match about $210,207 at 4% or $140,138 at 6%; with 100% employer match about $157,655 at 4% or $105,103 at 6%.
Aa Advisors LLC 401(K) Plan-15$1,219,419$189,186$12,612iApproximate average salary by contribution assumption: employee only about $315,310 at 4% or $210,207 at 6%; with 50% employer match about $210,207 at 4% or $140,138 at 6%; with 100% employer match about $157,655 at 4% or $105,103 at 6%.
2016115$985,355$216,873$14,458iApproximate average salary by contribution assumption: employee only about $361,455 at 4% or $240,970 at 6%; with 50% employer match about $240,970 at 4% or $160,647 at 6%; with 100% employer match about $180,728 at 4% or $120,485 at 6%.
Aa Advisors LLC 401(K) Plan-15$985,355$216,873$14,458iApproximate average salary by contribution assumption: employee only about $361,455 at 4% or $240,970 at 6%; with 50% employer match about $240,970 at 4% or $160,647 at 6%; with 100% employer match about $180,728 at 4% or $120,485 at 6%.
201518$728,695$189,006$23,626iApproximate average salary by contribution assumption: employee only about $590,644 at 4% or $393,763 at 6%; with 50% employer match about $393,763 at 4% or $262,508 at 6%; with 100% employer match about $295,322 at 4% or $196,881 at 6%.
Aa Advisors LLC 401(K) Plan-8$728,695$189,006$23,626iApproximate average salary by contribution assumption: employee only about $590,644 at 4% or $393,763 at 6%; with 50% employer match about $393,763 at 4% or $262,508 at 6%; with 100% employer match about $295,322 at 4% or $196,881 at 6%.
201417$600,383$152,708$21,815iApproximate average salary by contribution assumption: employee only about $545,386 at 4% or $363,590 at 6%; with 50% employer match about $363,590 at 4% or $242,394 at 6%; with 100% employer match about $272,693 at 4% or $181,795 at 6%.
Aa Advisors LLC 401(K) Plan-7$600,383$152,708$21,815iApproximate average salary by contribution assumption: employee only about $545,386 at 4% or $363,590 at 6%; with 50% employer match about $363,590 at 4% or $242,394 at 6%; with 100% employer match about $272,693 at 4% or $181,795 at 6%.
201316$426,085$159,761$26,627iApproximate average salary by contribution assumption: employee only about $665,671 at 4% or $443,781 at 6%; with 50% employer match about $443,781 at 4% or $295,854 at 6%; with 100% employer match about $332,835 at 4% or $221,890 at 6%.
Aa Advisors LLC 401(K) Plan-6$426,085$159,761$26,627iApproximate average salary by contribution assumption: employee only about $665,671 at 4% or $443,781 at 6%; with 50% employer match about $443,781 at 4% or $295,854 at 6%; with 100% employer match about $332,835 at 4% or $221,890 at 6%.
201216$214,977$129,190$21,532iApproximate average salary by contribution assumption: employee only about $538,292 at 4% or $358,861 at 6%; with 50% employer match about $358,861 at 4% or $239,241 at 6%; with 100% employer match about $269,146 at 4% or $179,431 at 6%.
Aa Advisors LLC 401(K) Plan-6$214,977$129,190$21,532iApproximate average salary by contribution assumption: employee only about $538,292 at 4% or $358,861 at 6%; with 50% employer match about $358,861 at 4% or $239,241 at 6%; with 100% employer match about $269,146 at 4% or $179,431 at 6%.
201116$78,515$78,385$13,064iApproximate average salary by contribution assumption: employee only about $326,604 at 4% or $217,736 at 6%; with 50% employer match about $217,736 at 4% or $145,157 at 6%; with 100% employer match about $163,302 at 4% or $108,868 at 6%.
Aa Advisors LLC 401(K) Plan-6$78,515$78,385$13,064iApproximate average salary by contribution assumption: employee only about $326,604 at 4% or $217,736 at 6%; with 50% employer match about $217,736 at 4% or $145,157 at 6%; with 100% employer match about $163,302 at 4% or $108,868 at 6%.