Currie Wealth Advisors LLC
Plan context: Currie Wealth Advisors LLC 401(K) Profit Sharing Plan
EIN 27-4679271 • Canton, GA • 6 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$870,352
2016 Contributions
$59,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Currie Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2015 | 1 | 2 | $870,352 | $59,000 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| Currie Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 2 | $870,352 | $59,000 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| 2014 | 1 | 3 | $1,235,951 | $38,037 | $12,679iApproximate average salary by contribution assumption: employee only about $316,975 at 4% or $211,317 at 6%; with 50% employer match about $211,317 at 4% or $140,878 at 6%; with 100% employer match about $158,488 at 4% or $105,658 at 6%. |
| Currie Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 3 | $1,235,951 | $38,037 | $12,679iApproximate average salary by contribution assumption: employee only about $316,975 at 4% or $211,317 at 6%; with 50% employer match about $211,317 at 4% or $140,878 at 6%; with 100% employer match about $158,488 at 4% or $105,658 at 6%. |
| 2013 | 1 | 3 | $1,174,852 | $34,196 | $11,399iApproximate average salary by contribution assumption: employee only about $284,967 at 4% or $189,978 at 6%; with 50% employer match about $189,978 at 4% or $126,652 at 6%; with 100% employer match about $142,483 at 4% or $94,989 at 6%. |
| Currie Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 3 | $1,174,852 | $34,196 | $11,399iApproximate average salary by contribution assumption: employee only about $284,967 at 4% or $189,978 at 6%; with 50% employer match about $189,978 at 4% or $126,652 at 6%; with 100% employer match about $142,483 at 4% or $94,989 at 6%. |
| 2012 | 1 | 3 | $1,033,591 | $60,182 | $20,061iApproximate average salary by contribution assumption: employee only about $501,517 at 4% or $334,344 at 6%; with 50% employer match about $334,344 at 4% or $222,896 at 6%; with 100% employer match about $250,758 at 4% or $167,172 at 6%. |
| Currie Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 3 | $1,033,591 | $60,182 | $20,061iApproximate average salary by contribution assumption: employee only about $501,517 at 4% or $334,344 at 6%; with 50% employer match about $334,344 at 4% or $222,896 at 6%; with 100% employer match about $250,758 at 4% or $167,172 at 6%. |
| 2011 | 1 | 3 | $737,303 | $26,661 | $8,887iApproximate average salary by contribution assumption: employee only about $222,175 at 4% or $148,117 at 6%; with 50% employer match about $148,117 at 4% or $98,744 at 6%; with 100% employer match about $111,088 at 4% or $74,058 at 6%. |
| Currie Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 3 | $737,303 | $26,661 | $8,887iApproximate average salary by contribution assumption: employee only about $222,175 at 4% or $148,117 at 6%; with 50% employer match about $148,117 at 4% or $98,744 at 6%; with 100% employer match about $111,088 at 4% or $74,058 at 6%. |