Civic Intelligence

Atlantic Capital Advisors LLC

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

EIN 26-1206851 • Winston-salem, NC • 19 filings • 3 plans

751 W. Fourth Street Suite 400Winston-salem, NC 27101
Current Snapshot

Latest Year

2018

2018 Participants

23

2018 Assets

$7,706,293

2018 Contributions

$239,224

Historical Graphs

Total Assets Over Time

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

$9,283,062$4,641,531$0200920132017YearValue
$7,706,293Latest year 2017

Participants Over Time

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

28140200920132017YearValue
23Latest year 2017

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
201810$0$239,224-
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-0$0$239,224-
2017223$7,706,293$4,698,168$204,268iApproximate average salary by contribution assumption: employee only about $5,106,704 at 4% or $3,404,470 at 6%; with 50% employer match about $3,404,470 at 4% or $2,269,646 at 6%; with 100% employer match about $2,553,352 at 4% or $1,702,235 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-23$7,706,293$4,698,168$204,268iApproximate average salary by contribution assumption: employee only about $5,106,704 at 4% or $3,404,470 at 6%; with 50% employer match about $3,404,470 at 4% or $2,269,646 at 6%; with 100% employer match about $2,553,352 at 4% or $1,702,235 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-0$0$0-
2016223$9,283,062$1,313,379$57,103iApproximate average salary by contribution assumption: employee only about $1,427,586 at 4% or $951,724 at 6%; with 50% employer match about $951,724 at 4% or $634,483 at 6%; with 100% employer match about $713,793 at 4% or $475,862 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-20$5,583,803$423,820$21,191iApproximate average salary by contribution assumption: employee only about $529,775 at 4% or $353,183 at 6%; with 50% employer match about $353,183 at 4% or $235,456 at 6%; with 100% employer match about $264,888 at 4% or $176,592 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-23$3,699,259$889,559$38,676iApproximate average salary by contribution assumption: employee only about $966,912 at 4% or $644,608 at 6%; with 50% employer match about $644,608 at 4% or $429,739 at 6%; with 100% employer match about $483,456 at 4% or $322,304 at 6%.
2015228$7,927,305$1,354,627$48,380iApproximate average salary by contribution assumption: employee only about $1,209,488 at 4% or $806,326 at 6%; with 50% employer match about $806,326 at 4% or $537,550 at 6%; with 100% employer match about $604,744 at 4% or $403,163 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-19$4,930,204$656,872$34,572iApproximate average salary by contribution assumption: employee only about $864,305 at 4% or $576,204 at 6%; with 50% employer match about $576,204 at 4% or $384,136 at 6%; with 100% employer match about $432,153 at 4% or $288,102 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-28$2,997,101$697,755$24,920iApproximate average salary by contribution assumption: employee only about $622,996 at 4% or $415,330 at 6%; with 50% employer match about $415,330 at 4% or $276,887 at 6%; with 100% employer match about $311,498 at 4% or $207,665 at 6%.
2014218$7,496,148$909,787$50,544iApproximate average salary by contribution assumption: employee only about $1,263,593 at 4% or $842,395 at 6%; with 50% employer match about $842,395 at 4% or $561,597 at 6%; with 100% employer match about $631,797 at 4% or $421,198 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-14$5,167,809$650,000$46,429iApproximate average salary by contribution assumption: employee only about $1,160,714 at 4% or $773,810 at 6%; with 50% employer match about $773,810 at 4% or $515,873 at 6%; with 100% employer match about $580,357 at 4% or $386,905 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-18$2,328,339$259,787$14,433iApproximate average salary by contribution assumption: employee only about $360,815 at 4% or $240,544 at 6%; with 50% employer match about $240,544 at 4% or $160,362 at 6%; with 100% employer match about $180,408 at 4% or $120,272 at 6%.
2013217$6,643,905$1,162,725$68,396iApproximate average salary by contribution assumption: employee only about $1,709,890 at 4% or $1,139,926 at 6%; with 50% employer match about $1,139,926 at 4% or $759,951 at 6%; with 100% employer match about $854,945 at 4% or $569,963 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-12$4,388,296$650,000$54,167iApproximate average salary by contribution assumption: employee only about $1,354,167 at 4% or $902,778 at 6%; with 50% employer match about $902,778 at 4% or $601,852 at 6%; with 100% employer match about $677,083 at 4% or $451,389 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-17$2,255,609$512,725$30,160iApproximate average salary by contribution assumption: employee only about $754,007 at 4% or $502,672 at 6%; with 50% employer match about $502,672 at 4% or $335,114 at 6%; with 100% employer match about $377,004 at 4% or $251,336 at 6%.
2012213$5,077,964$1,456,084$112,006iApproximate average salary by contribution assumption: employee only about $2,800,162 at 4% or $1,866,774 at 6%; with 50% employer match about $1,866,774 at 4% or $1,244,516 at 6%; with 100% employer match about $1,400,081 at 4% or $933,387 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-9$3,496,395$1,000,000$111,111iApproximate average salary by contribution assumption: employee only about $2,777,778 at 4% or $1,851,852 at 6%; with 50% employer match about $1,851,852 at 4% or $1,234,568 at 6%; with 100% employer match about $1,388,889 at 4% or $925,926 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-13$1,581,569$456,084$35,083iApproximate average salary by contribution assumption: employee only about $877,085 at 4% or $584,723 at 6%; with 50% employer match about $584,723 at 4% or $389,815 at 6%; with 100% employer match about $438,542 at 4% or $292,362 at 6%.
2011210$3,337,438$1,461,452$146,145iApproximate average salary by contribution assumption: employee only about $3,653,630 at 4% or $2,435,753 at 6%; with 50% employer match about $2,435,753 at 4% or $1,623,836 at 6%; with 100% employer match about $1,826,815 at 4% or $1,217,877 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-9$2,329,412$1,116,187$124,021iApproximate average salary by contribution assumption: employee only about $3,100,519 at 4% or $2,067,013 at 6%; with 50% employer match about $2,067,013 at 4% or $1,378,009 at 6%; with 100% employer match about $1,550,260 at 4% or $1,033,506 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-10$1,008,026$345,265$34,527iApproximate average salary by contribution assumption: employee only about $863,163 at 4% or $575,442 at 6%; with 50% employer match about $575,442 at 4% or $383,628 at 6%; with 100% employer match about $431,581 at 4% or $287,721 at 6%.
201029$1,828,719$682,546$75,838iApproximate average salary by contribution assumption: employee only about $1,895,961 at 4% or $1,263,974 at 6%; with 50% employer match about $1,263,974 at 4% or $842,649 at 6%; with 100% employer match about $947,981 at 4% or $631,987 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-9$1,098,903$350,000$38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-9$729,816$332,546$36,950iApproximate average salary by contribution assumption: employee only about $923,739 at 4% or $615,826 at 6%; with 50% employer match about $615,826 at 4% or $410,551 at 6%; with 100% employer match about $461,869 at 4% or $307,913 at 6%.
200929$1,029,136$1,027,623$114,180iApproximate average salary by contribution assumption: employee only about $2,854,508 at 4% or $1,903,006 at 6%; with 50% employer match about $1,903,006 at 4% or $1,268,670 at 6%; with 100% employer match about $1,427,254 at 4% or $951,503 at 6%.
Atlantic Capital Advisors LLC Cash Balance Pension Plan-8$706,908$706,895$88,362iApproximate average salary by contribution assumption: employee only about $2,209,047 at 4% or $1,472,698 at 6%; with 50% employer match about $1,472,698 at 4% or $981,799 at 6%; with 100% employer match about $1,104,523 at 4% or $736,349 at 6%.
Atlantic Capital Advisors LLC 401(K) Profit Sharing Plan-9$322,228$320,728$35,636iApproximate average salary by contribution assumption: employee only about $890,911 at 4% or $593,941 at 6%; with 50% employer match about $593,941 at 4% or $395,960 at 6%; with 100% employer match about $445,456 at 4% or $296,970 at 6%.