Advent Advisory Group LLC
Plan context: ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN
EIN 20-8592341 • Northport, NY • 39 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$5,254,618
2024 Contributions
$505,592
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 | 2 | 32 | $5,254,618 | $505,592 | $15,800iApproximate average salary by contribution assumption: employee only about $394,994 at 4% or $263,329 at 6%; with 50% employer match about $263,329 at 4% or $175,553 at 6%; with 100% employer match about $197,497 at 4% or $131,665 at 6%. |
| ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN | - | 32 | $5,254,618 | $505,592 | $15,800iApproximate average salary by contribution assumption: employee only about $394,994 at 4% or $263,329 at 6%; with 50% employer match about $263,329 at 4% or $175,553 at 6%; with 100% employer match about $197,497 at 4% or $131,665 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 31 | $9,071,753 | $667,028 | $21,517iApproximate average salary by contribution assumption: employee only about $537,926 at 4% or $358,617 at 6%; with 50% employer match about $358,617 at 4% or $239,078 at 6%; with 100% employer match about $268,963 at 4% or $179,309 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 0 | $4,663,695 | $0 | - |
| ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN | - | 31 | $4,408,058 | $667,028 | $21,517iApproximate average salary by contribution assumption: employee only about $537,926 at 4% or $358,617 at 6%; with 50% employer match about $358,617 at 4% or $239,078 at 6%; with 100% employer match about $268,963 at 4% or $179,309 at 6%. |
| 2022 | 2 | 33 | $8,128,908 | $533,459 | $16,165iApproximate average salary by contribution assumption: employee only about $404,136 at 4% or $269,424 at 6%; with 50% employer match about $269,424 at 4% or $179,616 at 6%; with 100% employer match about $202,068 at 4% or $134,712 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 10 | $4,485,395 | $51,750 | $5,175iApproximate average salary by contribution assumption: employee only about $129,375 at 4% or $86,250 at 6%; with 50% employer match about $86,250 at 4% or $57,500 at 6%; with 100% employer match about $64,688 at 4% or $43,125 at 6%. |
| ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN | - | 33 | $3,643,513 | $481,709 | $14,597iApproximate average salary by contribution assumption: employee only about $364,931 at 4% or $243,287 at 6%; with 50% employer match about $243,287 at 4% or $162,192 at 6%; with 100% employer match about $182,466 at 4% or $121,644 at 6%. |
| 2021 | 3 | 28 | $7,983,929 | $705,137 | $25,183iApproximate average salary by contribution assumption: employee only about $629,587 at 4% or $419,724 at 6%; with 50% employer match about $419,724 at 4% or $279,816 at 6%; with 100% employer match about $314,793 at 4% or $209,862 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 10 | $4,397,175 | $293,489 | $29,349iApproximate average salary by contribution assumption: employee only about $733,723 at 4% or $489,148 at 6%; with 50% employer match about $489,148 at 4% or $326,099 at 6%; with 100% employer match about $366,861 at 4% or $244,574 at 6%. |
| ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN | - | 28 | $3,586,754 | $411,648 | $14,702iApproximate average salary by contribution assumption: employee only about $367,543 at 4% or $245,029 at 6%; with 50% employer match about $245,029 at 4% or $163,352 at 6%; with 100% employer match about $183,771 at 4% or $122,514 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2020 | 3 | 28 | $6,824,826 | $662,553 | $23,663iApproximate average salary by contribution assumption: employee only about $591,565 at 4% or $394,377 at 6%; with 50% employer match about $394,377 at 4% or $262,918 at 6%; with 100% employer match about $295,783 at 4% or $197,188 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 11 | $3,838,779 | $114,500 | $10,409iApproximate average salary by contribution assumption: employee only about $260,227 at 4% or $173,485 at 6%; with 50% employer match about $173,485 at 4% or $115,657 at 6%; with 100% employer match about $130,114 at 4% or $86,742 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 28 | $2,392,474 | $471,967 | $16,856iApproximate average salary by contribution assumption: employee only about $421,399 at 4% or $280,933 at 6%; with 50% employer match about $280,933 at 4% or $187,288 at 6%; with 100% employer match about $210,700 at 4% or $140,466 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 13 | $593,573 | $76,086 | $5,853iApproximate average salary by contribution assumption: employee only about $146,319 at 4% or $97,546 at 6%; with 50% employer match about $97,546 at 4% or $65,031 at 6%; with 100% employer match about $73,160 at 4% or $48,773 at 6%. |
| 2019 | 3 | 30 | $5,996,367 | $970,426 | $32,348iApproximate average salary by contribution assumption: employee only about $808,688 at 4% or $539,126 at 6%; with 50% employer match about $539,126 at 4% or $359,417 at 6%; with 100% employer match about $404,344 at 4% or $269,563 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 12 | $3,658,480 | $575,032 | $47,919iApproximate average salary by contribution assumption: employee only about $1,197,983 at 4% or $798,656 at 6%; with 50% employer match about $798,656 at 4% or $532,437 at 6%; with 100% employer match about $598,992 at 4% or $399,328 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 30 | $1,832,910 | $318,038 | $10,601iApproximate average salary by contribution assumption: employee only about $265,032 at 4% or $176,688 at 6%; with 50% employer match about $176,688 at 4% or $117,792 at 6%; with 100% employer match about $132,516 at 4% or $88,344 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 13 | $504,977 | $77,356 | $5,950iApproximate average salary by contribution assumption: employee only about $148,762 at 4% or $99,174 at 6%; with 50% employer match about $99,174 at 4% or $66,116 at 6%; with 100% employer match about $74,381 at 4% or $49,587 at 6%. |
| 2018 | 3 | 31 | $4,506,845 | $821,678 | $26,506iApproximate average salary by contribution assumption: employee only about $662,644 at 4% or $441,762 at 6%; with 50% employer match about $441,762 at 4% or $294,508 at 6%; with 100% employer match about $331,322 at 4% or $220,881 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 8 | $2,694,066 | $400,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 31 | $1,432,191 | $348,674 | $11,248iApproximate average salary by contribution assumption: employee only about $281,189 at 4% or $187,459 at 6%; with 50% employer match about $187,459 at 4% or $124,973 at 6%; with 100% employer match about $140,594 at 4% or $93,730 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 12 | $380,588 | $73,004 | $6,084iApproximate average salary by contribution assumption: employee only about $152,092 at 4% or $101,394 at 6%; with 50% employer match about $101,394 at 4% or $67,596 at 6%; with 100% employer match about $76,046 at 4% or $50,697 at 6%. |
| 2017 | 3 | 25 | $3,975,387 | $692,941 | $27,718iApproximate average salary by contribution assumption: employee only about $692,941 at 4% or $461,961 at 6%; with 50% employer match about $461,961 at 4% or $307,974 at 6%; with 100% employer match about $346,471 at 4% or $230,980 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 7 | $2,467,282 | $332,012 | $47,430iApproximate average salary by contribution assumption: employee only about $1,185,757 at 4% or $790,505 at 6%; with 50% employer match about $790,505 at 4% or $527,003 at 6%; with 100% employer match about $592,879 at 4% or $395,252 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 25 | $1,176,678 | $294,152 | $11,766iApproximate average salary by contribution assumption: employee only about $294,152 at 4% or $196,101 at 6%; with 50% employer match about $196,101 at 4% or $130,734 at 6%; with 100% employer match about $147,076 at 4% or $98,051 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 10 | $331,427 | $66,777 | $6,678iApproximate average salary by contribution assumption: employee only about $166,943 at 4% or $111,295 at 6%; with 50% employer match about $111,295 at 4% or $74,197 at 6%; with 100% employer match about $83,471 at 4% or $55,648 at 6%. |
| 2016 | 3 | 17 | $3,101,444 | $595,861 | $35,051iApproximate average salary by contribution assumption: employee only about $876,266 at 4% or $584,177 at 6%; with 50% employer match about $584,177 at 4% or $389,452 at 6%; with 100% employer match about $438,133 at 4% or $292,089 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 6 | $1,960,297 | $300,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 17 | $884,941 | $239,194 | $14,070iApproximate average salary by contribution assumption: employee only about $351,756 at 4% or $234,504 at 6%; with 50% employer match about $234,504 at 4% or $156,336 at 6%; with 100% employer match about $175,878 at 4% or $117,252 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 7 | $256,206 | $56,667 | $8,095iApproximate average salary by contribution assumption: employee only about $202,382 at 4% or $134,921 at 6%; with 50% employer match about $134,921 at 4% or $89,948 at 6%; with 100% employer match about $101,191 at 4% or $67,461 at 6%. |
| 2015 | 3 | 16 | $2,423,206 | $487,085 | $30,443iApproximate average salary by contribution assumption: employee only about $761,070 at 4% or $507,380 at 6%; with 50% employer match about $507,380 at 4% or $338,253 at 6%; with 100% employer match about $380,535 at 4% or $253,690 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 5 | $1,601,320 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 16 | $624,964 | $335,708 | $20,982iApproximate average salary by contribution assumption: employee only about $524,544 at 4% or $349,696 at 6%; with 50% employer match about $349,696 at 4% or $233,131 at 6%; with 100% employer match about $262,272 at 4% or $174,848 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 7 | $196,922 | $51,377 | $7,340iApproximate average salary by contribution assumption: employee only about $183,489 at 4% or $122,326 at 6%; with 50% employer match about $122,326 at 4% or $81,551 at 6%; with 100% employer match about $91,745 at 4% or $61,163 at 6%. |
| 2014 | 3 | 12 | $1,996,388 | $658,589 | $54,882iApproximate average salary by contribution assumption: employee only about $1,372,060 at 4% or $914,707 at 6%; with 50% employer match about $914,707 at 4% or $609,805 at 6%; with 100% employer match about $686,030 at 4% or $457,353 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 5 | $1,543,058 | $433,500 | $86,700iApproximate average salary by contribution assumption: employee only about $2,167,500 at 4% or $1,445,000 at 6%; with 50% employer match about $1,445,000 at 4% or $963,333 at 6%; with 100% employer match about $1,083,750 at 4% or $722,500 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 12 | $304,531 | $180,091 | $15,008iApproximate average salary by contribution assumption: employee only about $375,190 at 4% or $250,126 at 6%; with 50% employer match about $250,126 at 4% or $166,751 at 6%; with 100% employer match about $187,595 at 4% or $125,063 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 6 | $148,799 | $44,998 | $7,500iApproximate average salary by contribution assumption: employee only about $187,492 at 4% or $124,994 at 6%; with 50% employer match about $124,994 at 4% or $83,330 at 6%; with 100% employer match about $93,746 at 4% or $62,497 at 6%. |
| 2013 | 3 | 5 | $1,336,593 | $557,231 | $111,446iApproximate average salary by contribution assumption: employee only about $2,786,155 at 4% or $1,857,437 at 6%; with 50% employer match about $1,857,437 at 4% or $1,238,291 at 6%; with 100% employer match about $1,393,078 at 4% or $928,718 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 5 | $1,114,109 | $486,336 | $97,267iApproximate average salary by contribution assumption: employee only about $2,431,680 at 4% or $1,621,120 at 6%; with 50% employer match about $1,621,120 at 4% or $1,080,747 at 6%; with 100% employer match about $1,215,840 at 4% or $810,560 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 5 | $120,077 | $38,777 | $7,755iApproximate average salary by contribution assumption: employee only about $193,885 at 4% or $129,257 at 6%; with 50% employer match about $129,257 at 4% or $86,171 at 6%; with 100% employer match about $96,943 at 4% or $64,628 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 5 | $102,407 | $32,118 | $6,424iApproximate average salary by contribution assumption: employee only about $160,590 at 4% or $107,060 at 6%; with 50% employer match about $107,060 at 4% or $71,373 at 6%; with 100% employer match about $80,295 at 4% or $53,530 at 6%. |
| 2012 | 3 | 4 | $744,029 | $552,242 | $138,061iApproximate average salary by contribution assumption: employee only about $3,451,513 at 4% or $2,301,008 at 6%; with 50% employer match about $2,301,008 at 4% or $1,534,006 at 6%; with 100% employer match about $1,725,756 at 4% or $1,150,504 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 2 | $596,388 | $471,431 | $235,716iApproximate average salary by contribution assumption: employee only about $5,892,888 at 4% or $3,928,592 at 6%; with 50% employer match about $3,928,592 at 4% or $2,619,061 at 6%; with 100% employer match about $2,946,444 at 4% or $1,964,296 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 2 | $77,931 | $39,500 | $19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 4 | $69,710 | $41,311 | $10,328iApproximate average salary by contribution assumption: employee only about $258,194 at 4% or $172,129 at 6%; with 50% employer match about $172,129 at 4% or $114,753 at 6%; with 100% employer match about $129,097 at 4% or $86,065 at 6%. |
| 2011 | 3 | 2 | $192,342 | $192,342 | $96,171iApproximate average salary by contribution assumption: employee only about $2,404,275 at 4% or $1,602,850 at 6%; with 50% employer match about $1,602,850 at 4% or $1,068,567 at 6%; with 100% employer match about $1,202,138 at 4% or $801,425 at 6%. |
| Advent Advisory Group LLC Defined Benefit Plan | - | 2 | $124,442 | $124,442 | $62,221iApproximate average salary by contribution assumption: employee only about $1,555,525 at 4% or $1,037,017 at 6%; with 50% employer match about $1,037,017 at 4% or $691,344 at 6%; with 100% employer match about $777,763 at 4% or $518,508 at 6%. |
| ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN | - | 2 | $38,500 | $38,500 | $19,250iApproximate average salary by contribution assumption: employee only about $481,250 at 4% or $320,833 at 6%; with 50% employer match about $320,833 at 4% or $213,889 at 6%; with 100% employer match about $240,625 at 4% or $160,417 at 6%. |
| Advent Advisory Group LLC Profit Sharing Plan | - | 2 | $29,400 | $29,400 | $14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%. |