Civic Intelligence

Conestoga Capital Advisors

Plan context: CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN

EIN 23-3072906 • Wayne, PA • 31 filings • 7 plans

550 E. Swedesford Road - Suite 120Crosspoint At Valley ForgeWayne, PA 19087
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$17,896,687

2024 Contributions

$1,704,058

Historical Graphs

Total Assets Over Time

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

$17,896,687$8,948,344$0200120142024YearValue
$17,896,687Latest year 2024

Participants Over Time

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

1890200120142024YearValue
18Latest 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
2024218$17,896,687$1,704,058$94,670iApproximate average salary by contribution assumption: employee only about $2,366,747 at 4% or $1,577,831 at 6%; with 50% employer match about $1,577,831 at 4% or $1,051,888 at 6%; with 100% employer match about $1,183,374 at 4% or $788,916 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-18$13,998,303$1,050,314$58,351iApproximate average salary by contribution assumption: employee only about $1,458,769 at 4% or $972,513 at 6%; with 50% employer match about $972,513 at 4% or $648,342 at 6%; with 100% employer match about $729,385 at 4% or $486,256 at 6%.
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN-12$3,898,384$653,744$54,479iApproximate average salary by contribution assumption: employee only about $1,361,967 at 4% or $907,978 at 6%; with 50% employer match about $907,978 at 4% or $605,319 at 6%; with 100% employer match about $680,983 at 4% or $453,989 at 6%.
2023217$14,636,157$1,612,692$94,864iApproximate average salary by contribution assumption: employee only about $2,371,606 at 4% or $1,581,071 at 6%; with 50% employer match about $1,581,071 at 4% or $1,054,047 at 6%; with 100% employer match about $1,185,803 at 4% or $790,535 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-17$11,647,439$952,510$56,030iApproximate average salary by contribution assumption: employee only about $1,400,750 at 4% or $933,833 at 6%; with 50% employer match about $933,833 at 4% or $622,556 at 6%; with 100% employer match about $700,375 at 4% or $466,917 at 6%.
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN-12$2,988,718$660,182$55,015iApproximate average salary by contribution assumption: employee only about $1,375,379 at 4% or $916,919 at 6%; with 50% employer match about $916,919 at 4% or $611,280 at 6%; with 100% employer match about $687,690 at 4% or $458,460 at 6%.
2022217$10,819,105$1,257,573$73,975iApproximate average salary by contribution assumption: employee only about $1,849,372 at 4% or $1,232,915 at 6%; with 50% employer match about $1,232,915 at 4% or $821,943 at 6%; with 100% employer match about $924,686 at 4% or $616,457 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-17$8,768,489$839,859$49,403iApproximate average salary by contribution assumption: employee only about $1,235,087 at 4% or $823,391 at 6%; with 50% employer match about $823,391 at 4% or $548,927 at 6%; with 100% employer match about $617,543 at 4% or $411,696 at 6%.
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN-10$2,050,616$417,714$41,771iApproximate average salary by contribution assumption: employee only about $1,044,285 at 4% or $696,190 at 6%; with 50% employer match about $696,190 at 4% or $464,127 at 6%; with 100% employer match about $522,143 at 4% or $348,095 at 6%.
2021215$12,266,246$1,613,021$107,535iApproximate average salary by contribution assumption: employee only about $2,688,368 at 4% or $1,792,246 at 6%; with 50% employer match about $1,792,246 at 4% or $1,194,830 at 6%; with 100% employer match about $1,344,184 at 4% or $896,123 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-15$10,368,554$1,202,680$80,179iApproximate average salary by contribution assumption: employee only about $2,004,467 at 4% or $1,336,311 at 6%; with 50% employer match about $1,336,311 at 4% or $890,874 at 6%; with 100% employer match about $1,002,233 at 4% or $668,156 at 6%.
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN-9$1,897,692$410,341$45,593iApproximate average salary by contribution assumption: employee only about $1,139,836 at 4% or $759,891 at 6%; with 50% employer match about $759,891 at 4% or $506,594 at 6%; with 100% employer match about $569,918 at 4% or $379,945 at 6%.
2020215$9,250,694$1,087,750$72,517iApproximate average salary by contribution assumption: employee only about $1,812,917 at 4% or $1,208,611 at 6%; with 50% employer match about $1,208,611 at 4% or $805,741 at 6%; with 100% employer match about $906,458 at 4% or $604,306 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-15$7,918,461$674,905$44,994iApproximate average salary by contribution assumption: employee only about $1,124,842 at 4% or $749,894 at 6%; with 50% employer match about $749,894 at 4% or $499,930 at 6%; with 100% employer match about $562,421 at 4% or $374,947 at 6%.
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN-8$1,332,233$412,845$51,606iApproximate average salary by contribution assumption: employee only about $1,290,141 at 4% or $860,094 at 6%; with 50% employer match about $860,094 at 4% or $573,396 at 6%; with 100% employer match about $645,070 at 4% or $430,047 at 6%.
2019213$6,770,459$887,057$68,235iApproximate average salary by contribution assumption: employee only about $1,705,879 at 4% or $1,137,253 at 6%; with 50% employer match about $1,137,253 at 4% or $758,168 at 6%; with 100% employer match about $852,939 at 4% or $568,626 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-13$5,946,302$630,420$48,494iApproximate average salary by contribution assumption: employee only about $1,212,346 at 4% or $808,231 at 6%; with 50% employer match about $808,231 at 4% or $538,821 at 6%; with 100% employer match about $606,173 at 4% or $404,115 at 6%.
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN-8$824,157$256,637$32,080iApproximate average salary by contribution assumption: employee only about $801,991 at 4% or $534,660 at 6%; with 50% employer match about $534,660 at 4% or $356,440 at 6%; with 100% employer match about $400,995 at 4% or $267,330 at 6%.
2018213$4,703,900$756,497$58,192iApproximate average salary by contribution assumption: employee only about $1,454,802 at 4% or $969,868 at 6%; with 50% employer match about $969,868 at 4% or $646,579 at 6%; with 100% employer match about $727,401 at 4% or $484,934 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-13$4,207,223$499,353$38,412iApproximate average salary by contribution assumption: employee only about $960,294 at 4% or $640,196 at 6%; with 50% employer match about $640,196 at 4% or $426,797 at 6%; with 100% employer match about $480,147 at 4% or $320,098 at 6%.
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN-7$496,677$257,144$36,735iApproximate average salary by contribution assumption: employee only about $918,371 at 4% or $612,248 at 6%; with 50% employer match about $612,248 at 4% or $408,165 at 6%; with 100% employer match about $459,186 at 4% or $306,124 at 6%.
2017212$4,148,829$663,201$55,267iApproximate average salary by contribution assumption: employee only about $1,381,669 at 4% or $921,113 at 6%; with 50% employer match about $921,113 at 4% or $614,075 at 6%; with 100% employer match about $690,834 at 4% or $460,556 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-12$3,895,370$409,742$34,145iApproximate average salary by contribution assumption: employee only about $853,629 at 4% or $569,086 at 6%; with 50% employer match about $569,086 at 4% or $379,391 at 6%; with 100% employer match about $426,815 at 4% or $284,543 at 6%.
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN-7$253,459$253,459$36,208iApproximate average salary by contribution assumption: employee only about $905,211 at 4% or $603,474 at 6%; with 50% employer match about $603,474 at 4% or $402,316 at 6%; with 100% employer match about $452,605 at 4% or $301,737 at 6%.
2016112$3,111,892$728,877$60,740iApproximate average salary by contribution assumption: employee only about $1,518,494 at 4% or $1,012,329 at 6%; with 50% employer match about $1,012,329 at 4% or $674,886 at 6%; with 100% employer match about $759,247 at 4% or $506,165 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-12$3,111,892$728,877$60,740iApproximate average salary by contribution assumption: employee only about $1,518,494 at 4% or $1,012,329 at 6%; with 50% employer match about $1,012,329 at 4% or $674,886 at 6%; with 100% employer match about $759,247 at 4% or $506,165 at 6%.
2015211$5,198,772$393,992$35,817iApproximate average salary by contribution assumption: employee only about $895,436 at 4% or $596,958 at 6%; with 50% employer match about $596,958 at 4% or $397,972 at 6%; with 100% employer match about $447,718 at 4% or $298,479 at 6%.
Conestoga Capital Advisors LLC-11$2,599,386$393,992$35,817iApproximate average salary by contribution assumption: employee only about $895,436 at 4% or $596,958 at 6%; with 50% employer match about $596,958 at 4% or $397,972 at 6%; with 100% employer match about $447,718 at 4% or $298,479 at 6%.
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-11$2,599,386$0-
2014111$2,218,127$384,168$34,924iApproximate average salary by contribution assumption: employee only about $873,109 at 4% or $582,073 at 6%; with 50% employer match about $582,073 at 4% or $388,048 at 6%; with 100% employer match about $436,555 at 4% or $291,036 at 6%.
Conestoga Capital Advisors LLC-11$2,218,127$384,168$34,924iApproximate average salary by contribution assumption: employee only about $873,109 at 4% or $582,073 at 6%; with 50% employer match about $582,073 at 4% or $388,048 at 6%; with 100% employer match about $436,555 at 4% or $291,036 at 6%.
201319$1,821,410$358,464$39,829iApproximate average salary by contribution assumption: employee only about $995,733 at 4% or $663,822 at 6%; with 50% employer match about $663,822 at 4% or $442,548 at 6%; with 100% employer match about $497,867 at 4% or $331,911 at 6%.
Conestoga Capital Advisors LLC-9$1,821,410$358,464$39,829iApproximate average salary by contribution assumption: employee only about $995,733 at 4% or $663,822 at 6%; with 50% employer match about $663,822 at 4% or $442,548 at 6%; with 100% employer match about $497,867 at 4% or $331,911 at 6%.
201219$1,114,223$343,334$38,148iApproximate average salary by contribution assumption: employee only about $953,706 at 4% or $635,804 at 6%; with 50% employer match about $635,804 at 4% or $423,869 at 6%; with 100% employer match about $476,853 at 4% or $317,902 at 6%.
Conestoga Capital Advisors LLC-9$1,114,223$343,334$38,148iApproximate average salary by contribution assumption: employee only about $953,706 at 4% or $635,804 at 6%; with 50% employer match about $635,804 at 4% or $423,869 at 6%; with 100% employer match about $476,853 at 4% or $317,902 at 6%.
201118$666,882$172,614$21,577iApproximate average salary by contribution assumption: employee only about $539,419 at 4% or $359,613 at 6%; with 50% employer match about $359,613 at 4% or $239,742 at 6%; with 100% employer match about $269,709 at 4% or $179,806 at 6%.
Conestoga Capital Advisors LLC-8$666,882$172,614$21,577iApproximate average salary by contribution assumption: employee only about $539,419 at 4% or $359,613 at 6%; with 50% employer match about $359,613 at 4% or $239,742 at 6%; with 100% employer match about $269,709 at 4% or $179,806 at 6%.
201018$505,392$94,610$11,826iApproximate average salary by contribution assumption: employee only about $295,656 at 4% or $197,104 at 6%; with 50% employer match about $197,104 at 4% or $131,403 at 6%; with 100% employer match about $147,828 at 4% or $98,552 at 6%.
Conestoga Capital Advisors LLC-8$505,392$94,610$11,826iApproximate average salary by contribution assumption: employee only about $295,656 at 4% or $197,104 at 6%; with 50% employer match about $197,104 at 4% or $131,403 at 6%; with 100% employer match about $147,828 at 4% or $98,552 at 6%.
200916$346,906$37,039$6,173iApproximate average salary by contribution assumption: employee only about $154,329 at 4% or $102,886 at 6%; with 50% employer match about $102,886 at 4% or $68,591 at 6%; with 100% employer match about $77,165 at 4% or $51,443 at 6%.
Conestoga Capital Advisors LLC-6$346,906$37,039$6,173iApproximate average salary by contribution assumption: employee only about $154,329 at 4% or $102,886 at 6%; with 50% employer match about $102,886 at 4% or $68,591 at 6%; with 100% employer match about $77,165 at 4% or $51,443 at 6%.
200816$218,526$104,130$17,355iApproximate average salary by contribution assumption: employee only about $433,875 at 4% or $289,250 at 6%; with 50% employer match about $289,250 at 4% or $192,833 at 6%; with 100% employer match about $216,938 at 4% or $144,625 at 6%.
CONESTOGA CAPITAL ADVISORS, L.L.C. PROFIT SHARING PLAN-6$218,526$104,130$17,355iApproximate average salary by contribution assumption: employee only about $433,875 at 4% or $289,250 at 6%; with 50% employer match about $289,250 at 4% or $192,833 at 6%; with 100% employer match about $216,938 at 4% or $144,625 at 6%.
200718$184,291$90,595$11,324iApproximate average salary by contribution assumption: employee only about $283,109 at 4% or $188,740 at 6%; with 50% employer match about $188,740 at 4% or $125,826 at 6%; with 100% employer match about $141,555 at 4% or $94,370 at 6%.
CONESTOGA CAPITAL ADVISORS, L.L.C. PROFIT SHARING PLAN-8$184,291$90,595$11,324iApproximate average salary by contribution assumption: employee only about $283,109 at 4% or $188,740 at 6%; with 50% employer match about $188,740 at 4% or $125,826 at 6%; with 100% employer match about $141,555 at 4% or $94,370 at 6%.
200617$86,968$39,330$5,619iApproximate average salary by contribution assumption: employee only about $140,464 at 4% or $93,643 at 6%; with 50% employer match about $93,643 at 4% or $62,429 at 6%; with 100% employer match about $70,232 at 4% or $46,821 at 6%.
CONESTOGA CAPITAL ADVISORS, L.L.C. PROFIT SHARING PLAN-7$86,968$39,330$5,619iApproximate average salary by contribution assumption: employee only about $140,464 at 4% or $93,643 at 6%; with 50% employer match about $93,643 at 4% or $62,429 at 6%; with 100% employer match about $70,232 at 4% or $46,821 at 6%.
200517$40,976$40,632$5,805iApproximate average salary by contribution assumption: employee only about $145,114 at 4% or $96,743 at 6%; with 50% employer match about $96,743 at 4% or $64,495 at 6%; with 100% employer match about $72,557 at 4% or $48,371 at 6%.
CONESTOGA CAPITAL ADVISORS, L.L.C. PROFIT SHARING PLAN-7$40,976$40,632$5,805iApproximate average salary by contribution assumption: employee only about $145,114 at 4% or $96,743 at 6%; with 50% employer match about $96,743 at 4% or $64,495 at 6%; with 100% employer match about $72,557 at 4% or $48,371 at 6%.
200218$23,955$18,256$2,282iApproximate average salary by contribution assumption: employee only about $57,050 at 4% or $38,033 at 6%; with 50% employer match about $38,033 at 4% or $25,356 at 6%; with 100% employer match about $28,525 at 4% or $19,017 at 6%.
Conestoga Capital Advisors LLC-8$23,955$18,256$2,282iApproximate average salary by contribution assumption: employee only about $57,050 at 4% or $38,033 at 6%; with 50% employer match about $38,033 at 4% or $25,356 at 6%; with 100% employer match about $28,525 at 4% or $19,017 at 6%.
200116$9,017$8,567$1,428iApproximate average salary by contribution assumption: employee only about $35,696 at 4% or $23,797 at 6%; with 50% employer match about $23,797 at 4% or $15,865 at 6%; with 100% employer match about $17,848 at 4% or $11,899 at 6%.
Conestoga Capital Advisors LLC-6$9,017$8,567$1,428iApproximate average salary by contribution assumption: employee only about $35,696 at 4% or $23,797 at 6%; with 50% employer match about $23,797 at 4% or $15,865 at 6%; with 100% employer match about $17,848 at 4% or $11,899 at 6%.