Civic Intelligence

Pathstone Family Office

Plan context: Pathstone Family Office 401(K) Plan

EIN 27-1957427 • Atlanta, GA • 15 filings • 3 plans

3333 Piedmont Rd NESuite 2000Atlanta, GA 30305
Current Snapshot

Latest Year

2024

2024 Participants

773

2024 Assets

$53,155,355

2024 Contributions

$11,993,207

Historical Graphs

Total Assets Over Time

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

$53,155,355$26,577,678$0201220182024YearValue
$53,155,355Latest year 2024

Participants Over Time

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

7733870201220182024YearValue
773Latest 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
20242773$53,155,355$11,993,207$15,515iApproximate average salary by contribution assumption: employee only about $387,879 at 4% or $258,586 at 6%; with 50% employer match about $258,586 at 4% or $172,390 at 6%; with 100% employer match about $193,939 at 4% or $129,293 at 6%.
Pathstone Family Office 401(K) Plan-596$53,155,355$11,993,207$20,123iApproximate average salary by contribution assumption: employee only about $503,071 at 4% or $335,381 at 6%; with 50% employer match about $335,381 at 4% or $223,587 at 6%; with 100% employer match about $251,535 at 4% or $167,690 at 6%.
Pathstone Family Office Employee Benefit Plan-773---
20232453$38,561,934$9,688,034$21,386iApproximate average salary by contribution assumption: employee only about $534,660 at 4% or $356,440 at 6%; with 50% employer match about $356,440 at 4% or $237,627 at 6%; with 100% employer match about $267,330 at 4% or $178,220 at 6%.
Pathstone Family Office 401(K) Plan-338$38,561,934$9,688,034$28,663iApproximate average salary by contribution assumption: employee only about $716,571 at 4% or $477,714 at 6%; with 50% employer match about $477,714 at 4% or $318,476 at 6%; with 100% employer match about $358,285 at 4% or $238,857 at 6%.
Pathstone Family Office Employee Benefit Plan-453---
20221283$25,233,089$6,269,657$22,154iApproximate average salary by contribution assumption: employee only about $553,857 at 4% or $369,238 at 6%; with 50% employer match about $369,238 at 4% or $246,159 at 6%; with 100% employer match about $276,928 at 4% or $184,619 at 6%.
Pathstone Family Office 401(K) Plan-283$25,233,089$6,269,657$22,154iApproximate average salary by contribution assumption: employee only about $553,857 at 4% or $369,238 at 6%; with 50% employer match about $369,238 at 4% or $246,159 at 6%; with 100% employer match about $276,928 at 4% or $184,619 at 6%.
20211200$24,506,435$9,146,393$45,732iApproximate average salary by contribution assumption: employee only about $1,143,299 at 4% or $762,199 at 6%; with 50% employer match about $762,199 at 4% or $508,133 at 6%; with 100% employer match about $571,650 at 4% or $381,100 at 6%.
Pathstone Family Office 401(K) Plan-200$24,506,435$9,146,393$45,732iApproximate average salary by contribution assumption: employee only about $1,143,299 at 4% or $762,199 at 6%; with 50% employer match about $762,199 at 4% or $508,133 at 6%; with 100% employer match about $571,650 at 4% or $381,100 at 6%.
20201186$13,775,160$1,895,954$10,193iApproximate average salary by contribution assumption: employee only about $254,833 at 4% or $169,888 at 6%; with 50% employer match about $169,888 at 4% or $113,259 at 6%; with 100% employer match about $127,416 at 4% or $84,944 at 6%.
Pathstone Family Office 401(K) Plan-186$13,775,160$1,895,954$10,193iApproximate average salary by contribution assumption: employee only about $254,833 at 4% or $169,888 at 6%; with 50% employer match about $169,888 at 4% or $113,259 at 6%; with 100% employer match about $127,416 at 4% or $84,944 at 6%.
20191118$11,003,529$1,788,877$15,160iApproximate average salary by contribution assumption: employee only about $378,999 at 4% or $252,666 at 6%; with 50% employer match about $252,666 at 4% or $168,444 at 6%; with 100% employer match about $189,500 at 4% or $126,333 at 6%.
Pathstone Family Office 401(K) Plan-118$11,003,529$1,788,877$15,160iApproximate average salary by contribution assumption: employee only about $378,999 at 4% or $252,666 at 6%; with 50% employer match about $252,666 at 4% or $168,444 at 6%; with 100% employer match about $189,500 at 4% or $126,333 at 6%.
2018194$8,073,477$1,647,384$17,525iApproximate average salary by contribution assumption: employee only about $438,134 at 4% or $292,089 at 6%; with 50% employer match about $292,089 at 4% or $194,726 at 6%; with 100% employer match about $219,067 at 4% or $146,045 at 6%.
Pathstone Family Office 401(K) Plan-94$8,073,477$1,647,384$17,525iApproximate average salary by contribution assumption: employee only about $438,134 at 4% or $292,089 at 6%; with 50% employer match about $292,089 at 4% or $194,726 at 6%; with 100% employer match about $219,067 at 4% or $146,045 at 6%.
20171103$7,412,325$1,991,146$19,332iApproximate average salary by contribution assumption: employee only about $483,288 at 4% or $322,192 at 6%; with 50% employer match about $322,192 at 4% or $214,795 at 6%; with 100% employer match about $241,644 at 4% or $161,096 at 6%.
Pathstone Family Office 401(K) Plan-103$7,412,325$1,991,146$19,332iApproximate average salary by contribution assumption: employee only about $483,288 at 4% or $322,192 at 6%; with 50% employer match about $322,192 at 4% or $214,795 at 6%; with 100% employer match about $241,644 at 4% or $161,096 at 6%.
2016175$4,703,359$1,942,912$25,905iApproximate average salary by contribution assumption: employee only about $647,637 at 4% or $431,758 at 6%; with 50% employer match about $431,758 at 4% or $287,839 at 6%; with 100% employer match about $323,819 at 4% or $215,879 at 6%.
Pathstone Family Office 401(K) Plan-75$4,703,359$1,942,912$25,905iApproximate average salary by contribution assumption: employee only about $647,637 at 4% or $431,758 at 6%; with 50% employer match about $431,758 at 4% or $287,839 at 6%; with 100% employer match about $323,819 at 4% or $215,879 at 6%.
2015134$2,438,126$430,920$12,674iApproximate average salary by contribution assumption: employee only about $316,853 at 4% or $211,235 at 6%; with 50% employer match about $211,235 at 4% or $140,824 at 6%; with 100% employer match about $158,426 at 4% or $105,618 at 6%.
Pathstone Family Office 401(K) Plan-34$2,438,126$430,920$12,674iApproximate average salary by contribution assumption: employee only about $316,853 at 4% or $211,235 at 6%; with 50% employer match about $211,235 at 4% or $140,824 at 6%; with 100% employer match about $158,426 at 4% or $105,618 at 6%.
2014130$2,170,437$412,040$13,735iApproximate average salary by contribution assumption: employee only about $343,367 at 4% or $228,911 at 6%; with 50% employer match about $228,911 at 4% or $152,607 at 6%; with 100% employer match about $171,683 at 4% or $114,456 at 6%.
Pathstone Family Office 401(K) Plan-30$2,170,437$412,040$13,735iApproximate average salary by contribution assumption: employee only about $343,367 at 4% or $228,911 at 6%; with 50% employer match about $228,911 at 4% or $152,607 at 6%; with 100% employer match about $171,683 at 4% or $114,456 at 6%.
2013132$1,718,697$487,961$15,249iApproximate average salary by contribution assumption: employee only about $381,220 at 4% or $254,146 at 6%; with 50% employer match about $254,146 at 4% or $169,431 at 6%; with 100% employer match about $190,610 at 4% or $127,073 at 6%.
Pathstone Family Office 401(K) Plan-32$1,718,697$487,961$15,249iApproximate average salary by contribution assumption: employee only about $381,220 at 4% or $254,146 at 6%; with 50% employer match about $254,146 at 4% or $169,431 at 6%; with 100% employer match about $190,610 at 4% or $127,073 at 6%.
2012130$1,141,424$689,645$22,988iApproximate average salary by contribution assumption: employee only about $574,704 at 4% or $383,136 at 6%; with 50% employer match about $383,136 at 4% or $255,424 at 6%; with 100% employer match about $287,352 at 4% or $191,568 at 6%.
Pathstone Family Office 401(K) Plan-30$1,141,424$689,645$22,988iApproximate average salary by contribution assumption: employee only about $574,704 at 4% or $383,136 at 6%; with 50% employer match about $383,136 at 4% or $255,424 at 6%; with 100% employer match about $287,352 at 4% or $191,568 at 6%.