Civic Intelligence

Odyssey Personal Financial Advisors LLC.

Plan context: Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust

EIN 20-4983478 • Roswell, GA • 27 filings • 5 plans

500 Sun Valley Drive, Ste A-6Roswell, GA 30076-1480
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,755,792

2024 Contributions

$410,927

Historical Graphs

Total Assets Over Time

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

$3,755,792$1,877,896$0200720162024YearValue
$3,755,792Latest year 2024

Participants Over Time

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

840200720162024YearValue
8Latest year 2024

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
202428$3,755,792$410,927$51,366iApproximate average salary by contribution assumption: employee only about $1,284,147 at 4% or $856,098 at 6%; with 50% employer match about $856,098 at 4% or $570,732 at 6%; with 100% employer match about $642,073 at 4% or $428,049 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-8$3,367,326$314,516$39,315iApproximate average salary by contribution assumption: employee only about $982,863 at 4% or $655,242 at 6%; with 50% employer match about $655,242 at 4% or $436,828 at 6%; with 100% employer match about $491,431 at 4% or $327,621 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS CASH BALANCE PLAN-6$388,466$96,411$16,069iApproximate average salary by contribution assumption: employee only about $401,713 at 4% or $267,808 at 6%; with 50% employer match about $267,808 at 4% or $178,539 at 6%; with 100% employer match about $200,856 at 4% or $133,904 at 6%.
202337$3,237,440$410,667$58,667iApproximate average salary by contribution assumption: employee only about $1,466,668 at 4% or $977,779 at 6%; with 50% employer match about $977,779 at 4% or $651,852 at 6%; with 100% employer match about $733,334 at 4% or $488,889 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-7$2,928,412$245,212$35,030iApproximate average salary by contribution assumption: employee only about $875,757 at 4% or $583,838 at 6%; with 50% employer match about $583,838 at 4% or $389,225 at 6%; with 100% employer match about $437,879 at 4% or $291,919 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS CASH BALANCE PLAN-7$293,169$95,705$13,672iApproximate average salary by contribution assumption: employee only about $341,804 at 4% or $227,869 at 6%; with 50% employer match about $227,869 at 4% or $151,913 at 6%; with 100% employer match about $170,902 at 4% or $113,935 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN-3$15,859$69,750$23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%.
202237$2,503,087$389,294$55,613iApproximate average salary by contribution assumption: employee only about $1,390,336 at 4% or $926,890 at 6%; with 50% employer match about $926,890 at 4% or $617,927 at 6%; with 100% employer match about $695,168 at 4% or $463,445 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-7$2,309,020$222,466$31,781iApproximate average salary by contribution assumption: employee only about $794,521 at 4% or $529,681 at 6%; with 50% employer match about $529,681 at 4% or $353,121 at 6%; with 100% employer match about $397,261 at 4% or $264,840 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS CASH BALANCE PLAN-7$178,990$94,254$13,465iApproximate average salary by contribution assumption: employee only about $336,621 at 4% or $224,414 at 6%; with 50% employer match about $224,414 at 4% or $149,610 at 6%; with 100% employer match about $168,311 at 4% or $112,207 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN-4$15,077$72,574$18,144iApproximate average salary by contribution assumption: employee only about $453,588 at 4% or $302,392 at 6%; with 50% employer match about $302,392 at 4% or $201,594 at 6%; with 100% employer match about $226,794 at 4% or $151,196 at 6%.
202137$2,421,068$397,428$56,775iApproximate average salary by contribution assumption: employee only about $1,419,386 at 4% or $946,257 at 6%; with 50% employer match about $946,257 at 4% or $630,838 at 6%; with 100% employer match about $709,693 at 4% or $473,129 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-7$2,321,802$241,090$34,441iApproximate average salary by contribution assumption: employee only about $861,036 at 4% or $574,024 at 6%; with 50% employer match about $574,024 at 4% or $382,683 at 6%; with 100% employer match about $430,518 at 4% or $287,012 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS CASH BALANCE PLAN-7$86,371$86,371$12,339iApproximate average salary by contribution assumption: employee only about $308,468 at 4% or $205,645 at 6%; with 50% employer match about $205,645 at 4% or $137,097 at 6%; with 100% employer match about $154,234 at 4% or $102,823 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN-5$12,895$69,967$13,993iApproximate average salary by contribution assumption: employee only about $349,835 at 4% or $233,223 at 6%; with 50% employer match about $233,223 at 4% or $155,482 at 6%; with 100% employer match about $174,918 at 4% or $116,612 at 6%.
202026$1,706,785$252,797$42,133iApproximate average salary by contribution assumption: employee only about $1,053,321 at 4% or $702,214 at 6%; with 50% employer match about $702,214 at 4% or $468,143 at 6%; with 100% employer match about $526,660 at 4% or $351,107 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-6$1,699,745$186,954$31,159iApproximate average salary by contribution assumption: employee only about $778,975 at 4% or $519,317 at 6%; with 50% employer match about $519,317 at 4% or $346,211 at 6%; with 100% employer match about $389,488 at 4% or $259,658 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN-5$7,040$65,843$13,169iApproximate average salary by contribution assumption: employee only about $329,215 at 4% or $219,477 at 6%; with 50% employer match about $219,477 at 4% or $146,318 at 6%; with 100% employer match about $164,608 at 4% or $109,738 at 6%.
201926$1,393,854$196,807$32,801iApproximate average salary by contribution assumption: employee only about $820,029 at 4% or $546,686 at 6%; with 50% employer match about $546,686 at 4% or $364,457 at 6%; with 100% employer match about $410,015 at 4% or $273,343 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-6$1,391,468$181,604$30,267iApproximate average salary by contribution assumption: employee only about $756,683 at 4% or $504,456 at 6%; with 50% employer match about $504,456 at 4% or $336,304 at 6%; with 100% employer match about $378,342 at 4% or $252,228 at 6%.
ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN-5$2,386$15,203$3,041iApproximate average salary by contribution assumption: employee only about $76,015 at 4% or $50,677 at 6%; with 50% employer match about $50,677 at 4% or $33,784 at 6%; with 100% employer match about $38,008 at 4% or $25,338 at 6%.
201817$1,125,230$120,823$17,260iApproximate average salary by contribution assumption: employee only about $431,511 at 4% or $287,674 at 6%; with 50% employer match about $287,674 at 4% or $191,783 at 6%; with 100% employer match about $215,755 at 4% or $143,837 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-7$1,125,230$120,823$17,260iApproximate average salary by contribution assumption: employee only about $431,511 at 4% or $287,674 at 6%; with 50% employer match about $287,674 at 4% or $191,783 at 6%; with 100% employer match about $215,755 at 4% or $143,837 at 6%.
201716$1,118,834$101,999$17,000iApproximate average salary by contribution assumption: employee only about $424,996 at 4% or $283,331 at 6%; with 50% employer match about $283,331 at 4% or $188,887 at 6%; with 100% employer match about $212,498 at 4% or $141,665 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-6$1,118,834$101,999$17,000iApproximate average salary by contribution assumption: employee only about $424,996 at 4% or $283,331 at 6%; with 50% employer match about $283,331 at 4% or $188,887 at 6%; with 100% employer match about $212,498 at 4% or $141,665 at 6%.
201616$880,355$104,712$17,452iApproximate average salary by contribution assumption: employee only about $436,300 at 4% or $290,867 at 6%; with 50% employer match about $290,867 at 4% or $193,911 at 6%; with 100% employer match about $218,150 at 4% or $145,433 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-6$880,355$104,712$17,452iApproximate average salary by contribution assumption: employee only about $436,300 at 4% or $290,867 at 6%; with 50% employer match about $290,867 at 4% or $193,911 at 6%; with 100% employer match about $218,150 at 4% or $145,433 at 6%.
201516$679,705$104,549$17,425iApproximate average salary by contribution assumption: employee only about $435,621 at 4% or $290,414 at 6%; with 50% employer match about $290,414 at 4% or $193,609 at 6%; with 100% employer match about $217,810 at 4% or $145,207 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-6$679,705$104,549$17,425iApproximate average salary by contribution assumption: employee only about $435,621 at 4% or $290,414 at 6%; with 50% employer match about $290,414 at 4% or $193,609 at 6%; with 100% employer match about $217,810 at 4% or $145,207 at 6%.
201416$588,792$92,241$15,374iApproximate average salary by contribution assumption: employee only about $384,338 at 4% or $256,225 at 6%; with 50% employer match about $256,225 at 4% or $170,817 at 6%; with 100% employer match about $192,169 at 4% or $128,113 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-6$588,792$92,241$15,374iApproximate average salary by contribution assumption: employee only about $384,338 at 4% or $256,225 at 6%; with 50% employer match about $256,225 at 4% or $170,817 at 6%; with 100% employer match about $192,169 at 4% or $128,113 at 6%.
201316$471,526$88,034$14,672iApproximate average salary by contribution assumption: employee only about $366,808 at 4% or $244,539 at 6%; with 50% employer match about $244,539 at 4% or $163,026 at 6%; with 100% employer match about $183,404 at 4% or $122,269 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-6$471,526$88,034$14,672iApproximate average salary by contribution assumption: employee only about $366,808 at 4% or $244,539 at 6%; with 50% employer match about $244,539 at 4% or $163,026 at 6%; with 100% employer match about $183,404 at 4% or $122,269 at 6%.
201214$298,629$50,302$12,576iApproximate average salary by contribution assumption: employee only about $314,388 at 4% or $209,592 at 6%; with 50% employer match about $209,592 at 4% or $139,728 at 6%; with 100% employer match about $157,194 at 4% or $104,796 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-4$298,629$50,302$12,576iApproximate average salary by contribution assumption: employee only about $314,388 at 4% or $209,592 at 6%; with 50% employer match about $209,592 at 4% or $139,728 at 6%; with 100% employer match about $157,194 at 4% or $104,796 at 6%.
201113$211,954$47,094$15,698iApproximate average salary by contribution assumption: employee only about $392,450 at 4% or $261,633 at 6%; with 50% employer match about $261,633 at 4% or $174,422 at 6%; with 100% employer match about $196,225 at 4% or $130,817 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-3$211,954$47,094$15,698iApproximate average salary by contribution assumption: employee only about $392,450 at 4% or $261,633 at 6%; with 50% employer match about $261,633 at 4% or $174,422 at 6%; with 100% employer match about $196,225 at 4% or $130,817 at 6%.
201013$171,861$44,669$14,890iApproximate average salary by contribution assumption: employee only about $372,242 at 4% or $248,161 at 6%; with 50% employer match about $248,161 at 4% or $165,441 at 6%; with 100% employer match about $186,121 at 4% or $124,081 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-3$171,861$44,669$14,890iApproximate average salary by contribution assumption: employee only about $372,242 at 4% or $248,161 at 6%; with 50% employer match about $248,161 at 4% or $165,441 at 6%; with 100% employer match about $186,121 at 4% or $124,081 at 6%.
200913$104,681$28,462$9,487iApproximate average salary by contribution assumption: employee only about $237,183 at 4% or $158,122 at 6%; with 50% employer match about $158,122 at 4% or $105,415 at 6%; with 100% employer match about $118,592 at 4% or $79,061 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-3$104,681$28,462$9,487iApproximate average salary by contribution assumption: employee only about $237,183 at 4% or $158,122 at 6%; with 50% employer match about $158,122 at 4% or $105,415 at 6%; with 100% employer match about $118,592 at 4% or $79,061 at 6%.
200813$55,128$42,013$14,004iApproximate average salary by contribution assumption: employee only about $350,108 at 4% or $233,406 at 6%; with 50% employer match about $233,406 at 4% or $155,604 at 6%; with 100% employer match about $175,054 at 4% or $116,703 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-3$55,128$42,013$14,004iApproximate average salary by contribution assumption: employee only about $350,108 at 4% or $233,406 at 6%; with 50% employer match about $233,406 at 4% or $155,604 at 6%; with 100% employer match about $175,054 at 4% or $116,703 at 6%.
200713$30,334$31,302$10,434iApproximate average salary by contribution assumption: employee only about $260,850 at 4% or $173,900 at 6%; with 50% employer match about $173,900 at 4% or $115,933 at 6%; with 100% employer match about $130,425 at 4% or $86,950 at 6%.
Odyssey Personal Financial Advisors LLC Profit Sharing Plan and Trust-3$30,334$31,302$10,434iApproximate average salary by contribution assumption: employee only about $260,850 at 4% or $173,900 at 6%; with 50% employer match about $173,900 at 4% or $115,933 at 6%; with 100% employer match about $130,425 at 4% or $86,950 at 6%.