Civic Intelligence

Advisen Ltd.

Plan context: Advisen Ltd. 401(K) Plan

EIN 13-4134036 • New York, NY • 18 filings • 3 plans

1430 Broadway8th FloorNew York, NY 10018
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$4,863,871

2020 Contributions

$591,752

Historical Graphs

Total Assets Over Time

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

$4,863,871$2,431,936$0200320122020YearValue
$4,863,871Latest year 2020

Participants Over Time

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

72360200320122020YearValue
1Latest year 2020

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
202011$4,863,871$591,752$591,752iApproximate average salary by contribution assumption: employee only about $14,793,800 at 4% or $9,862,533 at 6%; with 50% employer match about $9,862,533 at 4% or $6,575,022 at 6%; with 100% employer match about $7,396,900 at 4% or $4,931,267 at 6%.
Advisen Ltd. 401(K) Plan-1$4,863,871$591,752$591,752iApproximate average salary by contribution assumption: employee only about $14,793,800 at 4% or $9,862,533 at 6%; with 50% employer match about $9,862,533 at 4% or $6,575,022 at 6%; with 100% employer match about $7,396,900 at 4% or $4,931,267 at 6%.
2019152$4,674,492$647,850$12,459iApproximate average salary by contribution assumption: employee only about $311,466 at 4% or $207,644 at 6%; with 50% employer match about $207,644 at 4% or $138,429 at 6%; with 100% employer match about $155,733 at 4% or $103,822 at 6%.
Advisen Ltd. 401(K) Plan-52$4,674,492$647,850$12,459iApproximate average salary by contribution assumption: employee only about $311,466 at 4% or $207,644 at 6%; with 50% employer match about $207,644 at 4% or $138,429 at 6%; with 100% employer match about $155,733 at 4% or $103,822 at 6%.
2018148$3,229,680$581,018$12,105iApproximate average salary by contribution assumption: employee only about $302,614 at 4% or $201,742 at 6%; with 50% employer match about $201,742 at 4% or $134,495 at 6%; with 100% employer match about $151,307 at 4% or $100,871 at 6%.
Advisen Ltd. 401(K) Plan-48$3,229,680$581,018$12,105iApproximate average salary by contribution assumption: employee only about $302,614 at 4% or $201,742 at 6%; with 50% employer match about $201,742 at 4% or $134,495 at 6%; with 100% employer match about $151,307 at 4% or $100,871 at 6%.
2017157$3,354,800$514,150$9,020iApproximate average salary by contribution assumption: employee only about $225,504 at 4% or $150,336 at 6%; with 50% employer match about $150,336 at 4% or $100,224 at 6%; with 100% employer match about $112,752 at 4% or $75,168 at 6%.
Advisen Ltd. 401(K) Plan-57$3,354,800$514,150$9,020iApproximate average salary by contribution assumption: employee only about $225,504 at 4% or $150,336 at 6%; with 50% employer match about $150,336 at 4% or $100,224 at 6%; with 100% employer match about $112,752 at 4% or $75,168 at 6%.
2016157$2,736,067$434,016$7,614iApproximate average salary by contribution assumption: employee only about $190,358 at 4% or $126,905 at 6%; with 50% employer match about $126,905 at 4% or $84,604 at 6%; with 100% employer match about $95,179 at 4% or $63,453 at 6%.
Advisen Ltd. 401(K) Plan-57$2,736,067$434,016$7,614iApproximate average salary by contribution assumption: employee only about $190,358 at 4% or $126,905 at 6%; with 50% employer match about $126,905 at 4% or $84,604 at 6%; with 100% employer match about $95,179 at 4% or $63,453 at 6%.
2015153$2,350,811$240,728$4,542iApproximate average salary by contribution assumption: employee only about $113,551 at 4% or $75,701 at 6%; with 50% employer match about $75,701 at 4% or $50,467 at 6%; with 100% employer match about $56,775 at 4% or $37,850 at 6%.
Advisen Ltd. 401(K) Plan-53$2,350,811$240,728$4,542iApproximate average salary by contribution assumption: employee only about $113,551 at 4% or $75,701 at 6%; with 50% employer match about $75,701 at 4% or $50,467 at 6%; with 100% employer match about $56,775 at 4% or $37,850 at 6%.
2014154$2,475,201$257,510$4,769iApproximate average salary by contribution assumption: employee only about $119,218 at 4% or $79,478 at 6%; with 50% employer match about $79,478 at 4% or $52,986 at 6%; with 100% employer match about $59,609 at 4% or $39,739 at 6%.
Advisen Ltd. 401(K) Plan-54$2,475,201$257,510$4,769iApproximate average salary by contribution assumption: employee only about $119,218 at 4% or $79,478 at 6%; with 50% employer match about $79,478 at 4% or $52,986 at 6%; with 100% employer match about $59,609 at 4% or $39,739 at 6%.
2013152$2,422,890$230,752$4,438iApproximate average salary by contribution assumption: employee only about $110,938 at 4% or $73,959 at 6%; with 50% employer match about $73,959 at 4% or $49,306 at 6%; with 100% employer match about $55,469 at 4% or $36,979 at 6%.
Advisen Ltd. 401(K) Plan-52$2,422,890$230,752$4,438iApproximate average salary by contribution assumption: employee only about $110,938 at 4% or $73,959 at 6%; with 50% employer match about $73,959 at 4% or $49,306 at 6%; with 100% employer match about $55,469 at 4% or $36,979 at 6%.
2012158$2,107,193$515,609$8,890iApproximate average salary by contribution assumption: employee only about $222,245 at 4% or $148,164 at 6%; with 50% employer match about $148,164 at 4% or $98,776 at 6%; with 100% employer match about $111,123 at 4% or $74,082 at 6%.
Advisen Ltd. 401(K) Plan-58$2,107,193$515,609$8,890iApproximate average salary by contribution assumption: employee only about $222,245 at 4% or $148,164 at 6%; with 50% employer match about $148,164 at 4% or $98,776 at 6%; with 100% employer match about $111,123 at 4% or $74,082 at 6%.
2011166$1,468,838$174,838$2,649iApproximate average salary by contribution assumption: employee only about $66,227 at 4% or $44,151 at 6%; with 50% employer match about $44,151 at 4% or $29,434 at 6%; with 100% employer match about $33,113 at 4% or $22,076 at 6%.
Advisen Ltd. 401(K) Plan-66$1,468,838$174,838$2,649iApproximate average salary by contribution assumption: employee only about $66,227 at 4% or $44,151 at 6%; with 50% employer match about $44,151 at 4% or $29,434 at 6%; with 100% employer match about $33,113 at 4% or $22,076 at 6%.
2010131$1,275,419$188,699$6,087iApproximate average salary by contribution assumption: employee only about $152,177 at 4% or $101,451 at 6%; with 50% employer match about $101,451 at 4% or $67,634 at 6%; with 100% employer match about $76,088 at 4% or $50,726 at 6%.
Advisen Ltd. 401(K) Plan-31$1,275,419$188,699$6,087iApproximate average salary by contribution assumption: employee only about $152,177 at 4% or $101,451 at 6%; with 50% employer match about $101,451 at 4% or $67,634 at 6%; with 100% employer match about $76,088 at 4% or $50,726 at 6%.
2009140$1,256,146$234,277$5,857iApproximate average salary by contribution assumption: employee only about $146,423 at 4% or $97,615 at 6%; with 50% employer match about $97,615 at 4% or $65,077 at 6%; with 100% employer match about $73,212 at 4% or $48,808 at 6%.
Advisen Ltd. 401(K) Plan-40$1,256,146$234,277$5,857iApproximate average salary by contribution assumption: employee only about $146,423 at 4% or $97,615 at 6%; with 50% employer match about $97,615 at 4% or $65,077 at 6%; with 100% employer match about $73,212 at 4% or $48,808 at 6%.
2008165$862,451$278,580$4,286iApproximate average salary by contribution assumption: employee only about $107,146 at 4% or $71,431 at 6%; with 50% employer match about $71,431 at 4% or $47,621 at 6%; with 100% employer match about $53,573 at 4% or $35,715 at 6%.
Advisen Ltd. 401(K) Plan-65$862,451$278,580$4,286iApproximate average salary by contribution assumption: employee only about $107,146 at 4% or $71,431 at 6%; with 50% employer match about $71,431 at 4% or $47,621 at 6%; with 100% employer match about $53,573 at 4% or $35,715 at 6%.
2007172$0$0-
Advisen Ltd. 401(K) Plan-72---
2006163$881,452$257,362$4,085iApproximate average salary by contribution assumption: employee only about $102,128 at 4% or $68,085 at 6%; with 50% employer match about $68,085 at 4% or $45,390 at 6%; with 100% employer match about $51,064 at 4% or $34,043 at 6%.
Advisen Ltd. 401(K) Plan-63$881,452$257,362$4,085iApproximate average salary by contribution assumption: employee only about $102,128 at 4% or $68,085 at 6%; with 50% employer match about $68,085 at 4% or $45,390 at 6%; with 100% employer match about $51,064 at 4% or $34,043 at 6%.
2005157$585,172$292,805$5,137iApproximate average salary by contribution assumption: employee only about $128,423 at 4% or $85,615 at 6%; with 50% employer match about $85,615 at 4% or $57,077 at 6%; with 100% employer match about $64,212 at 4% or $42,808 at 6%.
Advisen Ltd. 401(K) Plan-57$585,172$292,805$5,137iApproximate average salary by contribution assumption: employee only about $128,423 at 4% or $85,615 at 6%; with 50% employer match about $85,615 at 4% or $57,077 at 6%; with 100% employer match about $64,212 at 4% or $42,808 at 6%.
2004147$410,148$236,308$5,028iApproximate average salary by contribution assumption: employee only about $125,696 at 4% or $83,797 at 6%; with 50% employer match about $83,797 at 4% or $55,865 at 6%; with 100% employer match about $62,848 at 4% or $41,899 at 6%.
Advisen Ltd. 401(K) Plan-47$410,148$236,308$5,028iApproximate average salary by contribution assumption: employee only about $125,696 at 4% or $83,797 at 6%; with 50% employer match about $83,797 at 4% or $55,865 at 6%; with 100% employer match about $62,848 at 4% or $41,899 at 6%.
2003146$209,109$198,004$4,304iApproximate average salary by contribution assumption: employee only about $107,611 at 4% or $71,741 at 6%; with 50% employer match about $71,741 at 4% or $47,827 at 6%; with 100% employer match about $53,805 at 4% or $35,870 at 6%.
Advisen Ltd. 401(K) Plan-46$209,109$198,004$4,304iApproximate average salary by contribution assumption: employee only about $107,611 at 4% or $71,741 at 6%; with 50% employer match about $71,741 at 4% or $47,827 at 6%; with 100% employer match about $53,805 at 4% or $35,870 at 6%.