Advent Capital Management LLC
Plan context: Advent Capital Management LLC 401K Profit Sharing Plan & Trust
EIN 13-4168910 • New York, NY • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
60
2024 Assets
$14,627,606
2024 Contributions
$1,307,956
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 60 | $14,627,606 | $1,307,956 | $21,799iApproximate average salary by contribution assumption: employee only about $544,982 at 4% or $363,321 at 6%; with 50% employer match about $363,321 at 4% or $242,214 at 6%; with 100% employer match about $272,491 at 4% or $181,661 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 60 | $14,627,606 | $1,307,956 | $21,799iApproximate average salary by contribution assumption: employee only about $544,982 at 4% or $363,321 at 6%; with 50% employer match about $363,321 at 4% or $242,214 at 6%; with 100% employer match about $272,491 at 4% or $181,661 at 6%. |
| 2023 | 1 | 62 | $12,654,257 | $1,014,410 | $16,361iApproximate average salary by contribution assumption: employee only about $409,036 at 4% or $272,691 at 6%; with 50% employer match about $272,691 at 4% or $181,794 at 6%; with 100% employer match about $204,518 at 4% or $136,345 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 62 | $12,654,257 | $1,014,410 | $16,361iApproximate average salary by contribution assumption: employee only about $409,036 at 4% or $272,691 at 6%; with 50% employer match about $272,691 at 4% or $181,794 at 6%; with 100% employer match about $204,518 at 4% or $136,345 at 6%. |
| 2022 | 1 | 57 | $10,436,684 | $1,027,781 | $18,031iApproximate average salary by contribution assumption: employee only about $450,781 at 4% or $300,521 at 6%; with 50% employer match about $300,521 at 4% or $200,347 at 6%; with 100% employer match about $225,391 at 4% or $150,260 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 57 | $10,436,684 | $1,027,781 | $18,031iApproximate average salary by contribution assumption: employee only about $450,781 at 4% or $300,521 at 6%; with 50% employer match about $300,521 at 4% or $200,347 at 6%; with 100% employer match about $225,391 at 4% or $150,260 at 6%. |
| 2021 | 1 | 55 | $12,772,543 | $728,000 | $13,236iApproximate average salary by contribution assumption: employee only about $330,909 at 4% or $220,606 at 6%; with 50% employer match about $220,606 at 4% or $147,071 at 6%; with 100% employer match about $165,455 at 4% or $110,303 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 55 | $12,772,543 | $728,000 | $13,236iApproximate average salary by contribution assumption: employee only about $330,909 at 4% or $220,606 at 6%; with 50% employer match about $220,606 at 4% or $147,071 at 6%; with 100% employer match about $165,455 at 4% or $110,303 at 6%. |
| 2020 | 1 | 69 | $11,324,061 | $804,140 | $11,654iApproximate average salary by contribution assumption: employee only about $291,355 at 4% or $194,237 at 6%; with 50% employer match about $194,237 at 4% or $129,491 at 6%; with 100% employer match about $145,678 at 4% or $97,118 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 69 | $11,324,061 | $804,140 | $11,654iApproximate average salary by contribution assumption: employee only about $291,355 at 4% or $194,237 at 6%; with 50% employer match about $194,237 at 4% or $129,491 at 6%; with 100% employer match about $145,678 at 4% or $97,118 at 6%. |
| 2019 | 1 | 73 | $9,392,731 | $717,676 | $9,831iApproximate average salary by contribution assumption: employee only about $245,779 at 4% or $163,853 at 6%; with 50% employer match about $163,853 at 4% or $109,235 at 6%; with 100% employer match about $122,890 at 4% or $81,926 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 73 | $9,392,731 | $717,676 | $9,831iApproximate average salary by contribution assumption: employee only about $245,779 at 4% or $163,853 at 6%; with 50% employer match about $163,853 at 4% or $109,235 at 6%; with 100% employer match about $122,890 at 4% or $81,926 at 6%. |
| 2018 | 1 | 68 | $7,021,308 | $616,049 | $9,060iApproximate average salary by contribution assumption: employee only about $226,489 at 4% or $150,992 at 6%; with 50% employer match about $150,992 at 4% or $100,662 at 6%; with 100% employer match about $113,244 at 4% or $75,496 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 68 | $7,021,308 | $616,049 | $9,060iApproximate average salary by contribution assumption: employee only about $226,489 at 4% or $150,992 at 6%; with 50% employer match about $150,992 at 4% or $100,662 at 6%; with 100% employer match about $113,244 at 4% or $75,496 at 6%. |
| 2017 | 1 | 73 | $7,433,841 | $839,853 | $11,505iApproximate average salary by contribution assumption: employee only about $287,621 at 4% or $191,747 at 6%; with 50% employer match about $191,747 at 4% or $127,832 at 6%; with 100% employer match about $143,810 at 4% or $95,874 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 73 | $7,433,841 | $839,853 | $11,505iApproximate average salary by contribution assumption: employee only about $287,621 at 4% or $191,747 at 6%; with 50% employer match about $191,747 at 4% or $127,832 at 6%; with 100% employer match about $143,810 at 4% or $95,874 at 6%. |
| 2016 | 1 | 71 | $6,055,509 | $580,790 | $8,180iApproximate average salary by contribution assumption: employee only about $204,504 at 4% or $136,336 at 6%; with 50% employer match about $136,336 at 4% or $90,890 at 6%; with 100% employer match about $102,252 at 4% or $68,168 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 71 | $6,055,509 | $580,790 | $8,180iApproximate average salary by contribution assumption: employee only about $204,504 at 4% or $136,336 at 6%; with 50% employer match about $136,336 at 4% or $90,890 at 6%; with 100% employer match about $102,252 at 4% or $68,168 at 6%. |
| 2015 | 1 | 68 | $5,227,113 | $912,771 | $13,423iApproximate average salary by contribution assumption: employee only about $335,578 at 4% or $223,718 at 6%; with 50% employer match about $223,718 at 4% or $149,146 at 6%; with 100% employer match about $167,789 at 4% or $111,859 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 68 | $5,227,113 | $912,771 | $13,423iApproximate average salary by contribution assumption: employee only about $335,578 at 4% or $223,718 at 6%; with 50% employer match about $223,718 at 4% or $149,146 at 6%; with 100% employer match about $167,789 at 4% or $111,859 at 6%. |
| 2014 | 1 | 78 | $4,520,223 | $458,087 | $5,873iApproximate average salary by contribution assumption: employee only about $146,823 at 4% or $97,882 at 6%; with 50% employer match about $97,882 at 4% or $65,255 at 6%; with 100% employer match about $73,411 at 4% or $48,941 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 78 | $4,520,223 | $458,087 | $5,873iApproximate average salary by contribution assumption: employee only about $146,823 at 4% or $97,882 at 6%; with 50% employer match about $97,882 at 4% or $65,255 at 6%; with 100% employer match about $73,411 at 4% or $48,941 at 6%. |
| 2013 | 1 | 81 | $4,370,358 | $637,261 | $7,867iApproximate average salary by contribution assumption: employee only about $196,685 at 4% or $131,124 at 6%; with 50% employer match about $131,124 at 4% or $87,416 at 6%; with 100% employer match about $98,343 at 4% or $65,562 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 81 | $4,370,358 | $637,261 | $7,867iApproximate average salary by contribution assumption: employee only about $196,685 at 4% or $131,124 at 6%; with 50% employer match about $131,124 at 4% or $87,416 at 6%; with 100% employer match about $98,343 at 4% or $65,562 at 6%. |
| 2012 | 1 | 73 | $3,113,561 | $589,603 | $8,077iApproximate average salary by contribution assumption: employee only about $201,919 at 4% or $134,613 at 6%; with 50% employer match about $134,613 at 4% or $89,742 at 6%; with 100% employer match about $100,959 at 4% or $67,306 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 73 | $3,113,561 | $589,603 | $8,077iApproximate average salary by contribution assumption: employee only about $201,919 at 4% or $134,613 at 6%; with 50% employer match about $134,613 at 4% or $89,742 at 6%; with 100% employer match about $100,959 at 4% or $67,306 at 6%. |
| 2011 | 1 | 68 | $2,858,814 | $609,138 | $8,958iApproximate average salary by contribution assumption: employee only about $223,948 at 4% or $149,299 at 6%; with 50% employer match about $149,299 at 4% or $99,532 at 6%; with 100% employer match about $111,974 at 4% or $74,649 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 68 | $2,858,814 | $609,138 | $8,958iApproximate average salary by contribution assumption: employee only about $223,948 at 4% or $149,299 at 6%; with 50% employer match about $149,299 at 4% or $99,532 at 6%; with 100% employer match about $111,974 at 4% or $74,649 at 6%. |
| 2010 | 1 | 63 | $2,745,955 | $514,438 | $8,166iApproximate average salary by contribution assumption: employee only about $204,142 at 4% or $136,095 at 6%; with 50% employer match about $136,095 at 4% or $90,730 at 6%; with 100% employer match about $102,071 at 4% or $68,047 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 63 | $2,745,955 | $514,438 | $8,166iApproximate average salary by contribution assumption: employee only about $204,142 at 4% or $136,095 at 6%; with 50% employer match about $136,095 at 4% or $90,730 at 6%; with 100% employer match about $102,071 at 4% or $68,047 at 6%. |
| 2009 | 1 | 49 | $2,168,705 | $427,363 | $8,722iApproximate average salary by contribution assumption: employee only about $218,042 at 4% or $145,362 at 6%; with 50% employer match about $145,362 at 4% or $96,908 at 6%; with 100% employer match about $109,021 at 4% or $72,681 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 49 | $2,168,705 | $427,363 | $8,722iApproximate average salary by contribution assumption: employee only about $218,042 at 4% or $145,362 at 6%; with 50% employer match about $145,362 at 4% or $96,908 at 6%; with 100% employer match about $109,021 at 4% or $72,681 at 6%. |
| 2008 | 1 | 44 | $1,458,247 | $368,814 | $8,382iApproximate average salary by contribution assumption: employee only about $209,553 at 4% or $139,702 at 6%; with 50% employer match about $139,702 at 4% or $93,135 at 6%; with 100% employer match about $104,777 at 4% or $69,851 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 44 | $1,458,247 | $368,814 | $8,382iApproximate average salary by contribution assumption: employee only about $209,553 at 4% or $139,702 at 6%; with 50% employer match about $139,702 at 4% or $93,135 at 6%; with 100% employer match about $104,777 at 4% or $69,851 at 6%. |
| 2007 | 1 | 45 | $1,861,664 | $446,101 | $9,913iApproximate average salary by contribution assumption: employee only about $247,834 at 4% or $165,223 at 6%; with 50% employer match about $165,223 at 4% or $110,148 at 6%; with 100% employer match about $123,917 at 4% or $82,611 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 45 | $1,861,664 | $446,101 | $9,913iApproximate average salary by contribution assumption: employee only about $247,834 at 4% or $165,223 at 6%; with 50% employer match about $165,223 at 4% or $110,148 at 6%; with 100% employer match about $123,917 at 4% or $82,611 at 6%. |
| 2005 | 1 | 43 | $1,347,959 | $587,653 | $13,666iApproximate average salary by contribution assumption: employee only about $341,659 at 4% or $227,772 at 6%; with 50% employer match about $227,772 at 4% or $151,848 at 6%; with 100% employer match about $170,829 at 4% or $113,886 at 6%. |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 43 | $1,347,959 | $587,653 | $13,666iApproximate average salary by contribution assumption: employee only about $341,659 at 4% or $227,772 at 6%; with 50% employer match about $227,772 at 4% or $151,848 at 6%; with 100% employer match about $170,829 at 4% or $113,886 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Advent Capital Management LLC 401K Profit Sharing Plan & Trust | - | 14 | - | - | - |