Civic Intelligence

Covey Capital Advisors LLC

Plan context: Covey Capital Advisors LLC 401(K) Profit Sharing Plan

EIN 26-0220147 • Atlanta, GA • 24 filings • 3 plans

2915 Piedmont Road, NESuite BAtlanta, GA 30305
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$6,172,481

2025 Contributions

$100,233

Historical Graphs

Total Assets Over Time

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

$6,172,481$3,086,241$0200820172025YearValue
$6,172,481Latest year 2025

Participants Over Time

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

630200720162025YearValue
3Latest year 2025

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
202513$6,172,481$100,233$33,411iApproximate average salary by contribution assumption: employee only about $835,275 at 4% or $556,850 at 6%; with 50% employer match about $556,850 at 4% or $371,233 at 6%; with 100% employer match about $417,638 at 4% or $278,425 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-3$6,172,481$100,233$33,411iApproximate average salary by contribution assumption: employee only about $835,275 at 4% or $556,850 at 6%; with 50% employer match about $556,850 at 4% or $371,233 at 6%; with 100% employer match about $417,638 at 4% or $278,425 at 6%.
202413$4,978,959$95,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-3$4,978,959$95,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
202323$4,025,841$167,622$55,874iApproximate average salary by contribution assumption: employee only about $1,396,850 at 4% or $931,233 at 6%; with 50% employer match about $931,233 at 4% or $620,822 at 6%; with 100% employer match about $698,425 at 4% or $465,617 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-3$4,015,875$122,132$40,711iApproximate average salary by contribution assumption: employee only about $1,017,767 at 4% or $678,511 at 6%; with 50% employer match about $678,511 at 4% or $452,341 at 6%; with 100% employer match about $508,883 at 4% or $339,256 at 6%.
COVEY CAPITAL ADVISORS, LLC GCF BENEFIT PLAN-3$9,966$45,490$15,163iApproximate average salary by contribution assumption: employee only about $379,083 at 4% or $252,722 at 6%; with 50% employer match about $252,722 at 4% or $168,481 at 6%; with 100% employer match about $189,542 at 4% or $126,361 at 6%.
202223$3,106,040$190,907$63,636iApproximate average salary by contribution assumption: employee only about $1,590,892 at 4% or $1,060,594 at 6%; with 50% employer match about $1,060,594 at 4% or $707,063 at 6%; with 100% employer match about $795,446 at 4% or $530,297 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-3$3,096,631$148,000$49,333iApproximate average salary by contribution assumption: employee only about $1,233,333 at 4% or $822,222 at 6%; with 50% employer match about $822,222 at 4% or $548,148 at 6%; with 100% employer match about $616,667 at 4% or $411,111 at 6%.
COVEY CAPITAL ADVISORS, LLC GCF BENEFIT PLAN-3$9,409$42,907$14,302iApproximate average salary by contribution assumption: employee only about $357,558 at 4% or $238,372 at 6%; with 50% employer match about $238,372 at 4% or $158,915 at 6%; with 100% employer match about $178,779 at 4% or $119,186 at 6%.
202123$3,656,911$184,986$61,662iApproximate average salary by contribution assumption: employee only about $1,541,550 at 4% or $1,027,700 at 6%; with 50% employer match about $1,027,700 at 4% or $685,133 at 6%; with 100% employer match about $770,775 at 4% or $513,850 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-3$3,648,793$144,500$48,167iApproximate average salary by contribution assumption: employee only about $1,204,167 at 4% or $802,778 at 6%; with 50% employer match about $802,778 at 4% or $535,185 at 6%; with 100% employer match about $602,083 at 4% or $401,389 at 6%.
COVEY CAPITAL ADVISORS, LLC GCF BENEFIT PLAN-3$8,118$40,486$13,495iApproximate average salary by contribution assumption: employee only about $337,383 at 4% or $224,922 at 6%; with 50% employer match about $224,922 at 4% or $149,948 at 6%; with 100% employer match about $168,692 at 4% or $112,461 at 6%.
202023$2,864,956$180,130$60,043iApproximate average salary by contribution assumption: employee only about $1,501,083 at 4% or $1,000,722 at 6%; with 50% employer match about $1,000,722 at 4% or $667,148 at 6%; with 100% employer match about $750,542 at 4% or $500,361 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-3$2,860,396$141,500$47,167iApproximate average salary by contribution assumption: employee only about $1,179,167 at 4% or $786,111 at 6%; with 50% employer match about $786,111 at 4% or $524,074 at 6%; with 100% employer match about $589,583 at 4% or $393,056 at 6%.
COVEY CAPITAL ADVISORS, LLC GCF BENEFIT PLAN-3$4,560$38,630$12,877iApproximate average salary by contribution assumption: employee only about $321,917 at 4% or $214,611 at 6%; with 50% employer match about $214,611 at 4% or $143,074 at 6%; with 100% employer match about $160,958 at 4% or $107,306 at 6%.
201923$2,339,976$152,983$50,994iApproximate average salary by contribution assumption: employee only about $1,274,858 at 4% or $849,906 at 6%; with 50% employer match about $849,906 at 4% or $566,604 at 6%; with 100% employer match about $637,429 at 4% or $424,953 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-3$2,337,949$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
COVEY CAPITAL ADVISORS, LLC GCF BENEFIT PLAN-3$2,027$12,983$4,328iApproximate average salary by contribution assumption: employee only about $108,192 at 4% or $72,128 at 6%; with 50% employer match about $72,128 at 4% or $48,085 at 6%; with 100% employer match about $54,096 at 4% or $36,064 at 6%.
201813$2,156,461$157,427$52,476iApproximate average salary by contribution assumption: employee only about $1,311,892 at 4% or $874,594 at 6%; with 50% employer match about $874,594 at 4% or $583,063 at 6%; with 100% employer match about $655,946 at 4% or $437,297 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-3$2,156,461$157,427$52,476iApproximate average salary by contribution assumption: employee only about $1,311,892 at 4% or $874,594 at 6%; with 50% employer match about $874,594 at 4% or $583,063 at 6%; with 100% employer match about $655,946 at 4% or $437,297 at 6%.
201714$2,132,463$175,750$43,938iApproximate average salary by contribution assumption: employee only about $1,098,438 at 4% or $732,292 at 6%; with 50% employer match about $732,292 at 4% or $488,194 at 6%; with 100% employer match about $549,219 at 4% or $366,146 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-4$2,132,463$175,750$43,938iApproximate average salary by contribution assumption: employee only about $1,098,438 at 4% or $732,292 at 6%; with 50% employer match about $732,292 at 4% or $488,194 at 6%; with 100% employer match about $549,219 at 4% or $366,146 at 6%.
201615$1,615,975$213,800$42,760iApproximate average salary by contribution assumption: employee only about $1,069,000 at 4% or $712,667 at 6%; with 50% employer match about $712,667 at 4% or $475,111 at 6%; with 100% employer match about $534,500 at 4% or $356,333 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-5$1,615,975$213,800$42,760iApproximate average salary by contribution assumption: employee only about $1,069,000 at 4% or $712,667 at 6%; with 50% employer match about $712,667 at 4% or $475,111 at 6%; with 100% employer match about $534,500 at 4% or $356,333 at 6%.
201515$1,265,719$211,000$42,200iApproximate average salary by contribution assumption: employee only about $1,055,000 at 4% or $703,333 at 6%; with 50% employer match about $703,333 at 4% or $468,889 at 6%; with 100% employer match about $527,500 at 4% or $351,667 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-5$1,265,719$211,000$42,200iApproximate average salary by contribution assumption: employee only about $1,055,000 at 4% or $703,333 at 6%; with 50% employer match about $703,333 at 4% or $468,889 at 6%; with 100% employer match about $527,500 at 4% or $351,667 at 6%.
201415$1,031,691$205,400$41,080iApproximate average salary by contribution assumption: employee only about $1,027,000 at 4% or $684,667 at 6%; with 50% employer match about $684,667 at 4% or $456,444 at 6%; with 100% employer match about $513,500 at 4% or $342,333 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-5$1,031,691$205,400$41,080iApproximate average salary by contribution assumption: employee only about $1,027,000 at 4% or $684,667 at 6%; with 50% employer match about $684,667 at 4% or $456,444 at 6%; with 100% employer match about $513,500 at 4% or $342,333 at 6%.
201315$761,497$136,250$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-5$761,497$136,250$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
201216$504,182$102,322$17,054iApproximate average salary by contribution assumption: employee only about $426,342 at 4% or $284,228 at 6%; with 50% employer match about $284,228 at 4% or $189,485 at 6%; with 100% employer match about $213,171 at 4% or $142,114 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-6$504,182$102,322$17,054iApproximate average salary by contribution assumption: employee only about $426,342 at 4% or $284,228 at 6%; with 50% employer match about $284,228 at 4% or $189,485 at 6%; with 100% employer match about $213,171 at 4% or $142,114 at 6%.
201115$347,047$80,690$16,138iApproximate average salary by contribution assumption: employee only about $403,450 at 4% or $268,967 at 6%; with 50% employer match about $268,967 at 4% or $179,311 at 6%; with 100% employer match about $201,725 at 4% or $134,483 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-5$347,047$80,690$16,138iApproximate average salary by contribution assumption: employee only about $403,450 at 4% or $268,967 at 6%; with 50% employer match about $268,967 at 4% or $179,311 at 6%; with 100% employer match about $201,725 at 4% or $134,483 at 6%.
201015$281,247$54,265$10,853iApproximate average salary by contribution assumption: employee only about $271,325 at 4% or $180,883 at 6%; with 50% employer match about $180,883 at 4% or $120,589 at 6%; with 100% employer match about $135,663 at 4% or $90,442 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-5$281,247$54,265$10,853iApproximate average salary by contribution assumption: employee only about $271,325 at 4% or $180,883 at 6%; with 50% employer match about $180,883 at 4% or $120,589 at 6%; with 100% employer match about $135,663 at 4% or $90,442 at 6%.
200915$197,178$41,990$8,398iApproximate average salary by contribution assumption: employee only about $209,950 at 4% or $139,967 at 6%; with 50% employer match about $139,967 at 4% or $93,311 at 6%; with 100% employer match about $104,975 at 4% or $69,983 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-5$197,178$41,990$8,398iApproximate average salary by contribution assumption: employee only about $209,950 at 4% or $139,967 at 6%; with 50% employer match about $139,967 at 4% or $93,311 at 6%; with 100% employer match about $104,975 at 4% or $69,983 at 6%.
200814$107,507$30,745$7,686iApproximate average salary by contribution assumption: employee only about $192,156 at 4% or $128,104 at 6%; with 50% employer match about $128,104 at 4% or $85,403 at 6%; with 100% employer match about $96,078 at 4% or $64,052 at 6%.
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-4$107,507$30,745$7,686iApproximate average salary by contribution assumption: employee only about $192,156 at 4% or $128,104 at 6%; with 50% employer match about $128,104 at 4% or $85,403 at 6%; with 100% employer match about $96,078 at 4% or $64,052 at 6%.
200714$0$0-
Covey Capital Advisors LLC 401(K) Profit Sharing Plan-4---