Civic Intelligence

Annis Gardner Whiting Capital AD

Plan context: Annis Gardner Whiting Capital Advisors LLC 401K Plan

EIN 26-4626204 • Tampa, FL • 21 filings • 4 plans

511 West Bay Street, Suite 310Tampa, FL 33606
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$8,058,318

2024 Contributions

$1,032,972

Historical Graphs

Total Assets Over Time

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

$8,058,318$4,029,159$0200920172024YearValue
$8,058,318Latest year 2024

Participants Over Time

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

1680200920172024YearValue
16Latest 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
2024216$8,058,318$1,032,972$64,561iApproximate average salary by contribution assumption: employee only about $1,614,019 at 4% or $1,076,013 at 6%; with 50% employer match about $1,076,013 at 4% or $717,342 at 6%; with 100% employer match about $807,009 at 4% or $538,006 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-16$6,119,375$637,175$39,823iApproximate average salary by contribution assumption: employee only about $995,586 at 4% or $663,724 at 6%; with 50% employer match about $663,724 at 4% or $442,483 at 6%; with 100% employer match about $497,793 at 4% or $331,862 at 6%.
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PLAN-5$1,938,943$395,797$79,159iApproximate average salary by contribution assumption: employee only about $1,978,985 at 4% or $1,319,323 at 6%; with 50% employer match about $1,319,323 at 4% or $879,549 at 6%; with 100% employer match about $989,492 at 4% or $659,662 at 6%.
2023214$6,292,335$634,871$45,348iApproximate average salary by contribution assumption: employee only about $1,133,698 at 4% or $755,799 at 6%; with 50% employer match about $755,799 at 4% or $503,866 at 6%; with 100% employer match about $566,849 at 4% or $377,899 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-14$4,854,787$374,313$26,737iApproximate average salary by contribution assumption: employee only about $668,416 at 4% or $445,611 at 6%; with 50% employer match about $445,611 at 4% or $297,074 at 6%; with 100% employer match about $334,208 at 4% or $222,805 at 6%.
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN-5$1,437,548$260,558$52,112iApproximate average salary by contribution assumption: employee only about $1,302,790 at 4% or $868,527 at 6%; with 50% employer match about $868,527 at 4% or $579,018 at 6%; with 100% employer match about $651,395 at 4% or $434,263 at 6%.
2022212$4,798,832$536,171$44,681iApproximate average salary by contribution assumption: employee only about $1,117,023 at 4% or $744,682 at 6%; with 50% employer match about $744,682 at 4% or $496,455 at 6%; with 100% employer match about $558,511 at 4% or $372,341 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-12$3,740,517$177,042$14,754iApproximate average salary by contribution assumption: employee only about $368,838 at 4% or $245,892 at 6%; with 50% employer match about $245,892 at 4% or $163,928 at 6%; with 100% employer match about $184,419 at 4% or $122,946 at 6%.
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN-5$1,058,315$359,129$71,826iApproximate average salary by contribution assumption: employee only about $1,795,645 at 4% or $1,197,097 at 6%; with 50% employer match about $1,197,097 at 4% or $798,064 at 6%; with 100% employer match about $897,823 at 4% or $598,548 at 6%.
2021212$5,524,543$731,943$60,995iApproximate average salary by contribution assumption: employee only about $1,524,881 at 4% or $1,016,588 at 6%; with 50% employer match about $1,016,588 at 4% or $677,725 at 6%; with 100% employer match about $762,441 at 4% or $508,294 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-12$4,786,941$362,894$30,241iApproximate average salary by contribution assumption: employee only about $756,029 at 4% or $504,019 at 6%; with 50% employer match about $504,019 at 4% or $336,013 at 6%; with 100% employer match about $378,015 at 4% or $252,010 at 6%.
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN-5$737,602$369,049$73,810iApproximate average salary by contribution assumption: employee only about $1,845,245 at 4% or $1,230,163 at 6%; with 50% employer match about $1,230,163 at 4% or $820,109 at 6%; with 100% employer match about $922,623 at 4% or $615,082 at 6%.
2020212$4,670,805$642,046$53,504iApproximate average salary by contribution assumption: employee only about $1,337,596 at 4% or $891,731 at 6%; with 50% employer match about $891,731 at 4% or $594,487 at 6%; with 100% employer match about $668,798 at 4% or $445,865 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-12$4,315,594$286,835$23,903iApproximate average salary by contribution assumption: employee only about $597,573 at 4% or $398,382 at 6%; with 50% employer match about $398,382 at 4% or $265,588 at 6%; with 100% employer match about $298,786 at 4% or $199,191 at 6%.
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN-4$355,211$355,211$88,803iApproximate average salary by contribution assumption: employee only about $2,220,069 at 4% or $1,480,046 at 6%; with 50% employer match about $1,480,046 at 4% or $986,697 at 6%; with 100% employer match about $1,110,034 at 4% or $740,023 at 6%.
201919$3,352,162$262,043$29,116iApproximate average salary by contribution assumption: employee only about $727,897 at 4% or $485,265 at 6%; with 50% employer match about $485,265 at 4% or $323,510 at 6%; with 100% employer match about $363,949 at 4% or $242,632 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-9$3,352,162$262,043$29,116iApproximate average salary by contribution assumption: employee only about $727,897 at 4% or $485,265 at 6%; with 50% employer match about $485,265 at 4% or $323,510 at 6%; with 100% employer match about $363,949 at 4% or $242,632 at 6%.
201818$2,488,245$280,579$35,072iApproximate average salary by contribution assumption: employee only about $876,809 at 4% or $584,540 at 6%; with 50% employer match about $584,540 at 4% or $389,693 at 6%; with 100% employer match about $438,405 at 4% or $292,270 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-8$2,488,245$280,579$35,072iApproximate average salary by contribution assumption: employee only about $876,809 at 4% or $584,540 at 6%; with 50% employer match about $584,540 at 4% or $389,693 at 6%; with 100% employer match about $438,405 at 4% or $292,270 at 6%.
201717$2,379,747$234,356$33,479iApproximate average salary by contribution assumption: employee only about $836,986 at 4% or $557,990 at 6%; with 50% employer match about $557,990 at 4% or $371,994 at 6%; with 100% employer match about $418,493 at 4% or $278,995 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-7$2,379,747$234,356$33,479iApproximate average salary by contribution assumption: employee only about $836,986 at 4% or $557,990 at 6%; with 50% employer match about $557,990 at 4% or $371,994 at 6%; with 100% employer match about $418,493 at 4% or $278,995 at 6%.
201615$1,746,531$183,764$36,753iApproximate average salary by contribution assumption: employee only about $918,820 at 4% or $612,547 at 6%; with 50% employer match about $612,547 at 4% or $408,364 at 6%; with 100% employer match about $459,410 at 4% or $306,273 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-5$1,746,531$183,764$36,753iApproximate average salary by contribution assumption: employee only about $918,820 at 4% or $612,547 at 6%; with 50% employer match about $612,547 at 4% or $408,364 at 6%; with 100% employer match about $459,410 at 4% or $306,273 at 6%.
201515$1,423,313$221,019$44,204iApproximate average salary by contribution assumption: employee only about $1,105,095 at 4% or $736,730 at 6%; with 50% employer match about $736,730 at 4% or $491,153 at 6%; with 100% employer match about $552,548 at 4% or $368,365 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-5$1,423,313$221,019$44,204iApproximate average salary by contribution assumption: employee only about $1,105,095 at 4% or $736,730 at 6%; with 50% employer match about $736,730 at 4% or $491,153 at 6%; with 100% employer match about $552,548 at 4% or $368,365 at 6%.
201414$1,197,162$122,656$30,664iApproximate average salary by contribution assumption: employee only about $766,600 at 4% or $511,067 at 6%; with 50% employer match about $511,067 at 4% or $340,711 at 6%; with 100% employer match about $383,300 at 4% or $255,533 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-4$1,197,162$122,656$30,664iApproximate average salary by contribution assumption: employee only about $766,600 at 4% or $511,067 at 6%; with 50% employer match about $511,067 at 4% or $340,711 at 6%; with 100% employer match about $383,300 at 4% or $255,533 at 6%.
201314$1,050,563$85,640$21,410iApproximate average salary by contribution assumption: employee only about $535,250 at 4% or $356,833 at 6%; with 50% employer match about $356,833 at 4% or $237,889 at 6%; with 100% employer match about $267,625 at 4% or $178,417 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-4$1,050,563$85,640$21,410iApproximate average salary by contribution assumption: employee only about $535,250 at 4% or $356,833 at 6%; with 50% employer match about $356,833 at 4% or $237,889 at 6%; with 100% employer match about $267,625 at 4% or $178,417 at 6%.
201214$789,525$176,243$44,061iApproximate average salary by contribution assumption: employee only about $1,101,519 at 4% or $734,346 at 6%; with 50% employer match about $734,346 at 4% or $489,564 at 6%; with 100% employer match about $550,759 at 4% or $367,173 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-4$789,525$176,243$44,061iApproximate average salary by contribution assumption: employee only about $1,101,519 at 4% or $734,346 at 6%; with 50% employer match about $734,346 at 4% or $489,564 at 6%; with 100% employer match about $550,759 at 4% or $367,173 at 6%.
201114$539,768$7,459$1,865iApproximate average salary by contribution assumption: employee only about $46,619 at 4% or $31,079 at 6%; with 50% employer match about $31,079 at 4% or $20,719 at 6%; with 100% employer match about $23,309 at 4% or $15,540 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-4$539,768$7,459$1,865iApproximate average salary by contribution assumption: employee only about $46,619 at 4% or $31,079 at 6%; with 50% employer match about $31,079 at 4% or $20,719 at 6%; with 100% employer match about $23,309 at 4% or $15,540 at 6%.
201014$545,446$8,700$2,175iApproximate average salary by contribution assumption: employee only about $54,375 at 4% or $36,250 at 6%; with 50% employer match about $36,250 at 4% or $24,167 at 6%; with 100% employer match about $27,188 at 4% or $18,125 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-4$545,446$8,700$2,175iApproximate average salary by contribution assumption: employee only about $54,375 at 4% or $36,250 at 6%; with 50% employer match about $36,250 at 4% or $24,167 at 6%; with 100% employer match about $27,188 at 4% or $18,125 at 6%.
200914$481,202$460,970$115,243iApproximate average salary by contribution assumption: employee only about $2,881,063 at 4% or $1,920,708 at 6%; with 50% employer match about $1,920,708 at 4% or $1,280,472 at 6%; with 100% employer match about $1,440,531 at 4% or $960,354 at 6%.
Annis Gardner Whiting Capital Advisors LLC 401K Plan-4$481,202$460,970$115,243iApproximate average salary by contribution assumption: employee only about $2,881,063 at 4% or $1,920,708 at 6%; with 50% employer match about $1,920,708 at 4% or $1,280,472 at 6%; with 100% employer match about $1,440,531 at 4% or $960,354 at 6%.