Civic Intelligence

Payne Capital Management LLC

Plan context: Payne Capital Management LLC 401K Profit Sharing Plan

EIN 26-2994343 • New York, NY • 15 filings • 2 plans

231 West 29th Street, Suite 1002New York, NY 10001
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$8,657,874

2024 Contributions

$396,315

Historical Graphs

Total Assets Over Time

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

$8,657,874$4,328,937$0201020172024YearValue
$8,657,874Latest year 2024

Participants Over Time

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

1370201020172024YearValue
12Latest 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
2024112$8,657,874$396,315$33,026iApproximate average salary by contribution assumption: employee only about $825,656 at 4% or $550,438 at 6%; with 50% employer match about $550,438 at 4% or $366,958 at 6%; with 100% employer match about $412,828 at 4% or $275,219 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-12$8,657,874$396,315$33,026iApproximate average salary by contribution assumption: employee only about $825,656 at 4% or $550,438 at 6%; with 50% employer match about $550,438 at 4% or $366,958 at 6%; with 100% employer match about $412,828 at 4% or $275,219 at 6%.
2023112$7,068,240$364,399$30,367iApproximate average salary by contribution assumption: employee only about $759,165 at 4% or $506,110 at 6%; with 50% employer match about $506,110 at 4% or $337,406 at 6%; with 100% employer match about $379,582 at 4% or $253,055 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-12$7,068,240$364,399$30,367iApproximate average salary by contribution assumption: employee only about $759,165 at 4% or $506,110 at 6%; with 50% employer match about $506,110 at 4% or $337,406 at 6%; with 100% employer match about $379,582 at 4% or $253,055 at 6%.
2022112$5,798,506$312,851$26,071iApproximate average salary by contribution assumption: employee only about $651,773 at 4% or $434,515 at 6%; with 50% employer match about $434,515 at 4% or $289,677 at 6%; with 100% employer match about $325,886 at 4% or $217,258 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-12$5,798,506$312,851$26,071iApproximate average salary by contribution assumption: employee only about $651,773 at 4% or $434,515 at 6%; with 50% employer match about $434,515 at 4% or $289,677 at 6%; with 100% employer match about $325,886 at 4% or $217,258 at 6%.
2021111$6,304,970$307,802$27,982iApproximate average salary by contribution assumption: employee only about $699,550 at 4% or $466,367 at 6%; with 50% employer match about $466,367 at 4% or $310,911 at 6%; with 100% employer match about $349,775 at 4% or $233,183 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-11$6,304,970$307,802$27,982iApproximate average salary by contribution assumption: employee only about $699,550 at 4% or $466,367 at 6%; with 50% employer match about $466,367 at 4% or $310,911 at 6%; with 100% employer match about $349,775 at 4% or $233,183 at 6%.
2020110$4,956,959$273,205$27,321iApproximate average salary by contribution assumption: employee only about $683,013 at 4% or $455,342 at 6%; with 50% employer match about $455,342 at 4% or $303,561 at 6%; with 100% employer match about $341,506 at 4% or $227,671 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-10$4,956,959$273,205$27,321iApproximate average salary by contribution assumption: employee only about $683,013 at 4% or $455,342 at 6%; with 50% employer match about $455,342 at 4% or $303,561 at 6%; with 100% employer match about $341,506 at 4% or $227,671 at 6%.
2019113$4,721,585$234,386$18,030iApproximate average salary by contribution assumption: employee only about $450,742 at 4% or $300,495 at 6%; with 50% employer match about $300,495 at 4% or $200,330 at 6%; with 100% employer match about $225,371 at 4% or $150,247 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-13$4,721,585$234,386$18,030iApproximate average salary by contribution assumption: employee only about $450,742 at 4% or $300,495 at 6%; with 50% employer match about $300,495 at 4% or $200,330 at 6%; with 100% employer match about $225,371 at 4% or $150,247 at 6%.
2018113$3,420,656$223,112$17,162iApproximate average salary by contribution assumption: employee only about $429,062 at 4% or $286,041 at 6%; with 50% employer match about $286,041 at 4% or $190,694 at 6%; with 100% employer match about $214,531 at 4% or $143,021 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-13$3,420,656$223,112$17,162iApproximate average salary by contribution assumption: employee only about $429,062 at 4% or $286,041 at 6%; with 50% employer match about $286,041 at 4% or $190,694 at 6%; with 100% employer match about $214,531 at 4% or $143,021 at 6%.
2017112$3,820,142$221,301$18,442iApproximate average salary by contribution assumption: employee only about $461,044 at 4% or $307,363 at 6%; with 50% employer match about $307,363 at 4% or $204,908 at 6%; with 100% employer match about $230,522 at 4% or $153,681 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-12$3,820,142$221,301$18,442iApproximate average salary by contribution assumption: employee only about $461,044 at 4% or $307,363 at 6%; with 50% employer match about $307,363 at 4% or $204,908 at 6%; with 100% employer match about $230,522 at 4% or $153,681 at 6%.
201619$3,283,382$209,518$23,280iApproximate average salary by contribution assumption: employee only about $581,994 at 4% or $387,996 at 6%; with 50% employer match about $387,996 at 4% or $258,664 at 6%; with 100% employer match about $290,997 at 4% or $193,998 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-9$3,283,382$209,518$23,280iApproximate average salary by contribution assumption: employee only about $581,994 at 4% or $387,996 at 6%; with 50% employer match about $387,996 at 4% or $258,664 at 6%; with 100% employer match about $290,997 at 4% or $193,998 at 6%.
201518$2,668,257$195,359$24,420iApproximate average salary by contribution assumption: employee only about $610,497 at 4% or $406,998 at 6%; with 50% employer match about $406,998 at 4% or $271,332 at 6%; with 100% employer match about $305,248 at 4% or $203,499 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-8$2,668,257$195,359$24,420iApproximate average salary by contribution assumption: employee only about $610,497 at 4% or $406,998 at 6%; with 50% employer match about $406,998 at 4% or $271,332 at 6%; with 100% employer match about $305,248 at 4% or $203,499 at 6%.
201417$2,679,796$253,453$36,208iApproximate average salary by contribution assumption: employee only about $905,189 at 4% or $603,460 at 6%; with 50% employer match about $603,460 at 4% or $402,306 at 6%; with 100% employer match about $452,595 at 4% or $301,730 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-7$2,679,796$253,453$36,208iApproximate average salary by contribution assumption: employee only about $905,189 at 4% or $603,460 at 6%; with 50% employer match about $603,460 at 4% or $402,306 at 6%; with 100% employer match about $452,595 at 4% or $301,730 at 6%.
201316$2,301,963$148,632$24,772iApproximate average salary by contribution assumption: employee only about $619,300 at 4% or $412,867 at 6%; with 50% employer match about $412,867 at 4% or $275,244 at 6%; with 100% employer match about $309,650 at 4% or $206,433 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-6$2,301,963$148,632$24,772iApproximate average salary by contribution assumption: employee only about $619,300 at 4% or $412,867 at 6%; with 50% employer match about $412,867 at 4% or $275,244 at 6%; with 100% employer match about $309,650 at 4% or $206,433 at 6%.
201216$1,837,944$1,529,137$254,856iApproximate average salary by contribution assumption: employee only about $6,371,404 at 4% or $4,247,603 at 6%; with 50% employer match about $4,247,603 at 4% or $2,831,735 at 6%; with 100% employer match about $3,185,702 at 4% or $2,123,801 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-6$1,837,944$1,529,137$254,856iApproximate average salary by contribution assumption: employee only about $6,371,404 at 4% or $4,247,603 at 6%; with 50% employer match about $4,247,603 at 4% or $2,831,735 at 6%; with 100% employer match about $3,185,702 at 4% or $2,123,801 at 6%.
201116$239,651$130,028$21,671iApproximate average salary by contribution assumption: employee only about $541,783 at 4% or $361,189 at 6%; with 50% employer match about $361,189 at 4% or $240,793 at 6%; with 100% employer match about $270,892 at 4% or $180,594 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-6$239,651$130,028$21,671iApproximate average salary by contribution assumption: employee only about $541,783 at 4% or $361,189 at 6%; with 50% employer match about $361,189 at 4% or $240,793 at 6%; with 100% employer match about $270,892 at 4% or $180,594 at 6%.
201014$117,318$112,080$28,020iApproximate average salary by contribution assumption: employee only about $700,500 at 4% or $467,000 at 6%; with 50% employer match about $467,000 at 4% or $311,333 at 6%; with 100% employer match about $350,250 at 4% or $233,500 at 6%.
Payne Capital Management LLC 401K Profit Sharing Plan-4$117,318$112,080$28,020iApproximate average salary by contribution assumption: employee only about $700,500 at 4% or $467,000 at 6%; with 50% employer match about $467,000 at 4% or $311,333 at 6%; with 100% employer match about $350,250 at 4% or $233,500 at 6%.