Civic Intelligence

Regentatlantic Capital LLC

Plan context: Regentatlantic Capital LLC 401(K) Savings Plan

EIN 22-3822194 • Morristown, NJ • 30 filings • 3 plans

1200 Mt. Kemble AvenueMorristown, NJ 07960
Current Snapshot

Latest Year

2022

2022 Participants

65

2022 Assets

$23,462,438

2022 Contributions

$1

Historical Graphs

Total Assets Over Time

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

$23,462,438$11,731,219$0200220122021YearValue
$23,462,438Latest year 2021

Participants Over Time

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

65330200220122021YearValue
65Latest year 2021

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
202210$0$1-
Regentatlantic Capital LLC 401(K) Savings Plan-0-$1-
2021165$23,462,438$1,944,506$29,915iApproximate average salary by contribution assumption: employee only about $747,887 at 4% or $498,591 at 6%; with 50% employer match about $498,591 at 4% or $332,394 at 6%; with 100% employer match about $373,943 at 4% or $249,296 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-65$23,462,438$1,944,506$29,915iApproximate average salary by contribution assumption: employee only about $747,887 at 4% or $498,591 at 6%; with 50% employer match about $498,591 at 4% or $332,394 at 6%; with 100% employer match about $373,943 at 4% or $249,296 at 6%.
2020164$18,855,961$1,821,774$28,465iApproximate average salary by contribution assumption: employee only about $711,630 at 4% or $474,420 at 6%; with 50% employer match about $474,420 at 4% or $316,280 at 6%; with 100% employer match about $355,815 at 4% or $237,210 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-64$18,855,961$1,821,774$28,465iApproximate average salary by contribution assumption: employee only about $711,630 at 4% or $474,420 at 6%; with 50% employer match about $474,420 at 4% or $316,280 at 6%; with 100% employer match about $355,815 at 4% or $237,210 at 6%.
2019160$17,221,922$2,241,781$37,363iApproximate average salary by contribution assumption: employee only about $934,075 at 4% or $622,717 at 6%; with 50% employer match about $622,717 at 4% or $415,145 at 6%; with 100% employer match about $467,038 at 4% or $311,358 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-60$17,221,922$2,241,781$37,363iApproximate average salary by contribution assumption: employee only about $934,075 at 4% or $622,717 at 6%; with 50% employer match about $622,717 at 4% or $415,145 at 6%; with 100% employer match about $467,038 at 4% or $311,358 at 6%.
2018147$12,752,342$1,204,222$25,622iApproximate average salary by contribution assumption: employee only about $640,544 at 4% or $427,029 at 6%; with 50% employer match about $427,029 at 4% or $284,686 at 6%; with 100% employer match about $320,272 at 4% or $213,515 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-47$12,752,342$1,204,222$25,622iApproximate average salary by contribution assumption: employee only about $640,544 at 4% or $427,029 at 6%; with 50% employer match about $427,029 at 4% or $284,686 at 6%; with 100% employer match about $320,272 at 4% or $213,515 at 6%.
2017148$13,295,102$1,810,327$37,715iApproximate average salary by contribution assumption: employee only about $942,879 at 4% or $628,586 at 6%; with 50% employer match about $628,586 at 4% or $419,057 at 6%; with 100% employer match about $471,439 at 4% or $314,293 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-48$13,295,102$1,810,327$37,715iApproximate average salary by contribution assumption: employee only about $942,879 at 4% or $628,586 at 6%; with 50% employer match about $628,586 at 4% or $419,057 at 6%; with 100% employer match about $471,439 at 4% or $314,293 at 6%.
2016143$9,686,313$1,122,049$26,094iApproximate average salary by contribution assumption: employee only about $652,354 at 4% or $434,903 at 6%; with 50% employer match about $434,903 at 4% or $289,935 at 6%; with 100% employer match about $326,177 at 4% or $217,451 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-43$9,686,313$1,122,049$26,094iApproximate average salary by contribution assumption: employee only about $652,354 at 4% or $434,903 at 6%; with 50% employer match about $434,903 at 4% or $289,935 at 6%; with 100% employer match about $326,177 at 4% or $217,451 at 6%.
2015139$9,689,971$827,108$21,208iApproximate average salary by contribution assumption: employee only about $530,197 at 4% or $353,465 at 6%; with 50% employer match about $353,465 at 4% or $235,643 at 6%; with 100% employer match about $265,099 at 4% or $176,732 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-39$9,689,971$827,108$21,208iApproximate average salary by contribution assumption: employee only about $530,197 at 4% or $353,465 at 6%; with 50% employer match about $353,465 at 4% or $235,643 at 6%; with 100% employer match about $265,099 at 4% or $176,732 at 6%.
2014133$9,867,930$804,782$24,387iApproximate average salary by contribution assumption: employee only about $609,683 at 4% or $406,456 at 6%; with 50% employer match about $406,456 at 4% or $270,970 at 6%; with 100% employer match about $304,842 at 4% or $203,228 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-33$9,867,930$804,782$24,387iApproximate average salary by contribution assumption: employee only about $609,683 at 4% or $406,456 at 6%; with 50% employer match about $406,456 at 4% or $270,970 at 6%; with 100% employer match about $304,842 at 4% or $203,228 at 6%.
2013133$9,977,699$760,022$23,031iApproximate average salary by contribution assumption: employee only about $575,774 at 4% or $383,849 at 6%; with 50% employer match about $383,849 at 4% or $255,900 at 6%; with 100% employer match about $287,887 at 4% or $191,925 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-33$9,977,699$760,022$23,031iApproximate average salary by contribution assumption: employee only about $575,774 at 4% or $383,849 at 6%; with 50% employer match about $383,849 at 4% or $255,900 at 6%; with 100% employer match about $287,887 at 4% or $191,925 at 6%.
2012137$9,906,059$719,334$19,441iApproximate average salary by contribution assumption: employee only about $486,036 at 4% or $324,024 at 6%; with 50% employer match about $324,024 at 4% or $216,016 at 6%; with 100% employer match about $243,018 at 4% or $162,012 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-37$9,906,059$719,334$19,441iApproximate average salary by contribution assumption: employee only about $486,036 at 4% or $324,024 at 6%; with 50% employer match about $324,024 at 4% or $216,016 at 6%; with 100% employer match about $243,018 at 4% or $162,012 at 6%.
2011234$8,786,793$1,742,683$51,255iApproximate average salary by contribution assumption: employee only about $1,281,385 at 4% or $854,256 at 6%; with 50% employer match about $854,256 at 4% or $569,504 at 6%; with 100% employer match about $640,692 at 4% or $427,128 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-34$8,786,793$1,742,683$51,255iApproximate average salary by contribution assumption: employee only about $1,281,385 at 4% or $854,256 at 6%; with 50% employer match about $854,256 at 4% or $569,504 at 6%; with 100% employer match about $640,692 at 4% or $427,128 at 6%.
Regentatlantic Capital LLC Cash Balance Plan-0$0$0-
2010235$9,086,081$489,062$13,973iApproximate average salary by contribution assumption: employee only about $349,330 at 4% or $232,887 at 6%; with 50% employer match about $232,887 at 4% or $155,258 at 6%; with 100% employer match about $174,665 at 4% or $116,443 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-35$7,382,440$479,612$13,703iApproximate average salary by contribution assumption: employee only about $342,580 at 4% or $228,387 at 6%; with 50% employer match about $228,387 at 4% or $152,258 at 6%; with 100% employer match about $171,290 at 4% or $114,193 at 6%.
Regentatlantic Capital LLC Cash Balance Plan-24$1,703,641$9,450$394iApproximate average salary by contribution assumption: employee only about $9,844 at 4% or $6,563 at 6%; with 50% employer match about $6,563 at 4% or $4,375 at 6%; with 100% employer match about $4,922 at 4% or $3,281 at 6%.
2009236$7,889,434$616,141$17,115iApproximate average salary by contribution assumption: employee only about $427,876 at 4% or $285,250 at 6%; with 50% employer match about $285,250 at 4% or $190,167 at 6%; with 100% employer match about $213,938 at 4% or $142,625 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-36$6,024,614$441,141$12,254iApproximate average salary by contribution assumption: employee only about $306,348 at 4% or $204,232 at 6%; with 50% employer match about $204,232 at 4% or $136,155 at 6%; with 100% employer match about $153,174 at 4% or $102,116 at 6%.
Regentatlantic Capital LLC Cash Balance Plan-27$1,864,820$175,000$6,481iApproximate average salary by contribution assumption: employee only about $162,037 at 4% or $108,025 at 6%; with 50% employer match about $108,025 at 4% or $72,016 at 6%; with 100% employer match about $81,019 at 4% or $54,012 at 6%.
2008236$5,822,017$835,039$23,196iApproximate average salary by contribution assumption: employee only about $579,888 at 4% or $386,592 at 6%; with 50% employer match about $386,592 at 4% or $257,728 at 6%; with 100% employer match about $289,944 at 4% or $193,296 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-0$4,465,067$534,194-
Regentatlantic Capital LLC Cash Balance Plan-36$1,356,950$300,845$8,357iApproximate average salary by contribution assumption: employee only about $208,920 at 4% or $139,280 at 6%; with 50% employer match about $139,280 at 4% or $92,853 at 6%; with 100% employer match about $104,460 at 4% or $69,640 at 6%.
2007230$8,052,219$934,321$31,144iApproximate average salary by contribution assumption: employee only about $778,601 at 4% or $519,067 at 6%; with 50% employer match about $519,067 at 4% or $346,045 at 6%; with 100% employer match about $389,300 at 4% or $259,534 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-30$6,586,615$647,393$21,580iApproximate average salary by contribution assumption: employee only about $539,494 at 4% or $359,663 at 6%; with 50% employer match about $359,663 at 4% or $239,775 at 6%; with 100% employer match about $269,747 at 4% or $179,831 at 6%.
Regentatlantic Capital LLC Cash Balance Plan-30$1,465,604$286,928$9,564iApproximate average salary by contribution assumption: employee only about $239,107 at 4% or $159,404 at 6%; with 50% employer match about $159,404 at 4% or $106,270 at 6%; with 100% employer match about $119,553 at 4% or $79,702 at 6%.
2006228$6,542,029$762,382$27,228iApproximate average salary by contribution assumption: employee only about $680,698 at 4% or $453,799 at 6%; with 50% employer match about $453,799 at 4% or $302,533 at 6%; with 100% employer match about $340,349 at 4% or $226,899 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-28$5,453,209$556,782$19,885iApproximate average salary by contribution assumption: employee only about $497,127 at 4% or $331,418 at 6%; with 50% employer match about $331,418 at 4% or $220,945 at 6%; with 100% employer match about $248,563 at 4% or $165,709 at 6%.
Regentatlantic Capital LLC Cash Balance Plan-28$1,088,820$205,600$7,343iApproximate average salary by contribution assumption: employee only about $183,571 at 4% or $122,381 at 6%; with 50% employer match about $122,381 at 4% or $81,587 at 6%; with 100% employer match about $91,786 at 4% or $61,190 at 6%.
2005220$4,887,872$636,467$31,823iApproximate average salary by contribution assumption: employee only about $795,584 at 4% or $530,389 at 6%; with 50% employer match about $530,389 at 4% or $353,593 at 6%; with 100% employer match about $397,792 at 4% or $265,195 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-20$4,131,063$414,499$20,725iApproximate average salary by contribution assumption: employee only about $518,124 at 4% or $345,416 at 6%; with 50% employer match about $345,416 at 4% or $230,277 at 6%; with 100% employer match about $259,062 at 4% or $172,708 at 6%.
Regentatlantic Capital LLC Cash Balance Plan-20$756,809$221,968$11,098iApproximate average salary by contribution assumption: employee only about $277,460 at 4% or $184,973 at 6%; with 50% employer match about $184,973 at 4% or $123,316 at 6%; with 100% employer match about $138,730 at 4% or $92,487 at 6%.
2004219$3,902,902$979,581$51,557iApproximate average salary by contribution assumption: employee only about $1,288,922 at 4% or $859,282 at 6%; with 50% employer match about $859,282 at 4% or $572,854 at 6%; with 100% employer match about $644,461 at 4% or $429,641 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-19$3,422,699$783,493$41,236iApproximate average salary by contribution assumption: employee only about $1,030,912 at 4% or $687,275 at 6%; with 50% employer match about $687,275 at 4% or $458,183 at 6%; with 100% employer match about $515,456 at 4% or $343,637 at 6%.
Regentatlantic Capital LLC Cash Balance Plan-19$480,203$196,088$10,320iApproximate average salary by contribution assumption: employee only about $258,011 at 4% or $172,007 at 6%; with 50% employer match about $172,007 at 4% or $114,671 at 6%; with 100% employer match about $129,005 at 4% or $86,004 at 6%.
2003217$2,417,802$577,566$33,974iApproximate average salary by contribution assumption: employee only about $849,362 at 4% or $566,241 at 6%; with 50% employer match about $566,241 at 4% or $377,494 at 6%; with 100% employer match about $424,681 at 4% or $283,121 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-17$2,179,170$365,002$21,471iApproximate average salary by contribution assumption: employee only about $536,768 at 4% or $357,845 at 6%; with 50% employer match about $357,845 at 4% or $238,563 at 6%; with 100% employer match about $268,384 at 4% or $178,923 at 6%.
Regentatlantic Capital LLC Cash Balance Plan-17$238,632$212,564$12,504iApproximate average salary by contribution assumption: employee only about $312,594 at 4% or $208,396 at 6%; with 50% employer match about $208,396 at 4% or $138,931 at 6%; with 100% employer match about $156,297 at 4% or $104,198 at 6%.
2002116$1,432,257$366,249$22,891iApproximate average salary by contribution assumption: employee only about $572,264 at 4% or $381,509 at 6%; with 50% employer match about $381,509 at 4% or $254,340 at 6%; with 100% employer match about $286,132 at 4% or $190,755 at 6%.
Regentatlantic Capital LLC 401(K) Savings Plan-16$1,432,257$366,249$22,891iApproximate average salary by contribution assumption: employee only about $572,264 at 4% or $381,509 at 6%; with 50% employer match about $381,509 at 4% or $254,340 at 6%; with 100% employer match about $286,132 at 4% or $190,755 at 6%.