Athena Capital Advisors LLC
Plan context: Athena Capital Advisors LLC 401(K) Plan
EIN 37-1556956 • Lincoln, MA • 13 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
48
2019 Assets
$6,203,591
2019 Contributions
$245,757
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $245,757 | - |
| Athena Capital Advisors LLC 401(K) Plan | - | 0 | - | $245,757 | - |
| 2018 | 1 | 48 | $6,203,591 | $683,444 | $14,238iApproximate average salary by contribution assumption: employee only about $355,960 at 4% or $237,307 at 6%; with 50% employer match about $237,307 at 4% or $158,205 at 6%; with 100% employer match about $177,980 at 4% or $118,653 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 48 | $6,203,591 | $683,444 | $14,238iApproximate average salary by contribution assumption: employee only about $355,960 at 4% or $237,307 at 6%; with 50% employer match about $237,307 at 4% or $158,205 at 6%; with 100% employer match about $177,980 at 4% or $118,653 at 6%. |
| 2017 | 1 | 48 | $6,087,373 | $695,066 | $14,481iApproximate average salary by contribution assumption: employee only about $362,014 at 4% or $241,342 at 6%; with 50% employer match about $241,342 at 4% or $160,895 at 6%; with 100% employer match about $181,007 at 4% or $120,671 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 48 | $6,087,373 | $695,066 | $14,481iApproximate average salary by contribution assumption: employee only about $362,014 at 4% or $241,342 at 6%; with 50% employer match about $241,342 at 4% or $160,895 at 6%; with 100% employer match about $181,007 at 4% or $120,671 at 6%. |
| 2016 | 1 | 45 | $4,902,364 | $771,763 | $17,150iApproximate average salary by contribution assumption: employee only about $428,757 at 4% or $285,838 at 6%; with 50% employer match about $285,838 at 4% or $190,559 at 6%; with 100% employer match about $214,379 at 4% or $142,919 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 45 | $4,902,364 | $771,763 | $17,150iApproximate average salary by contribution assumption: employee only about $428,757 at 4% or $285,838 at 6%; with 50% employer match about $285,838 at 4% or $190,559 at 6%; with 100% employer match about $214,379 at 4% or $142,919 at 6%. |
| 2015 | 1 | 48 | $4,054,587 | $812,785 | $16,933iApproximate average salary by contribution assumption: employee only about $423,326 at 4% or $282,217 at 6%; with 50% employer match about $282,217 at 4% or $188,145 at 6%; with 100% employer match about $211,663 at 4% or $141,109 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 48 | $4,054,587 | $812,785 | $16,933iApproximate average salary by contribution assumption: employee only about $423,326 at 4% or $282,217 at 6%; with 50% employer match about $282,217 at 4% or $188,145 at 6%; with 100% employer match about $211,663 at 4% or $141,109 at 6%. |
| 2014 | 1 | 49 | $3,655,899 | $750,258 | $15,311iApproximate average salary by contribution assumption: employee only about $382,785 at 4% or $255,190 at 6%; with 50% employer match about $255,190 at 4% or $170,127 at 6%; with 100% employer match about $191,392 at 4% or $127,595 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 49 | $3,655,899 | $750,258 | $15,311iApproximate average salary by contribution assumption: employee only about $382,785 at 4% or $255,190 at 6%; with 50% employer match about $255,190 at 4% or $170,127 at 6%; with 100% employer match about $191,392 at 4% or $127,595 at 6%. |
| 2013 | 1 | 44 | $2,795,955 | $785,981 | $17,863iApproximate average salary by contribution assumption: employee only about $446,580 at 4% or $297,720 at 6%; with 50% employer match about $297,720 at 4% or $198,480 at 6%; with 100% employer match about $223,290 at 4% or $148,860 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 44 | $2,795,955 | $785,981 | $17,863iApproximate average salary by contribution assumption: employee only about $446,580 at 4% or $297,720 at 6%; with 50% employer match about $297,720 at 4% or $198,480 at 6%; with 100% employer match about $223,290 at 4% or $148,860 at 6%. |
| 2012 | 1 | 45 | $1,824,552 | $471,313 | $10,474iApproximate average salary by contribution assumption: employee only about $261,841 at 4% or $174,560 at 6%; with 50% employer match about $174,560 at 4% or $116,374 at 6%; with 100% employer match about $130,920 at 4% or $87,280 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 45 | $1,824,552 | $471,313 | $10,474iApproximate average salary by contribution assumption: employee only about $261,841 at 4% or $174,560 at 6%; with 50% employer match about $174,560 at 4% or $116,374 at 6%; with 100% employer match about $130,920 at 4% or $87,280 at 6%. |
| 2011 | 1 | 39 | $1,302,354 | $434,685 | $11,146iApproximate average salary by contribution assumption: employee only about $278,644 at 4% or $185,763 at 6%; with 50% employer match about $185,763 at 4% or $123,842 at 6%; with 100% employer match about $139,322 at 4% or $92,881 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 39 | $1,302,354 | $434,685 | $11,146iApproximate average salary by contribution assumption: employee only about $278,644 at 4% or $185,763 at 6%; with 50% employer match about $185,763 at 4% or $123,842 at 6%; with 100% employer match about $139,322 at 4% or $92,881 at 6%. |
| 2010 | 1 | 32 | $1,065,015 | $299,105 | $9,347iApproximate average salary by contribution assumption: employee only about $233,676 at 4% or $155,784 at 6%; with 50% employer match about $155,784 at 4% or $103,856 at 6%; with 100% employer match about $116,838 at 4% or $77,892 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 32 | $1,065,015 | $299,105 | $9,347iApproximate average salary by contribution assumption: employee only about $233,676 at 4% or $155,784 at 6%; with 50% employer match about $155,784 at 4% or $103,856 at 6%; with 100% employer match about $116,838 at 4% or $77,892 at 6%. |
| 2009 | 1 | 31 | $739,478 | $283,762 | $9,154iApproximate average salary by contribution assumption: employee only about $228,840 at 4% or $152,560 at 6%; with 50% employer match about $152,560 at 4% or $101,707 at 6%; with 100% employer match about $114,420 at 4% or $76,280 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 31 | $739,478 | $283,762 | $9,154iApproximate average salary by contribution assumption: employee only about $228,840 at 4% or $152,560 at 6%; with 50% employer match about $152,560 at 4% or $101,707 at 6%; with 100% employer match about $114,420 at 4% or $76,280 at 6%. |
| 2008 | 1 | 34 | $391,679 | $258,164 | $7,593iApproximate average salary by contribution assumption: employee only about $189,826 at 4% or $126,551 at 6%; with 50% employer match about $126,551 at 4% or $84,367 at 6%; with 100% employer match about $94,913 at 4% or $63,275 at 6%. |
| Athena Capital Advisors LLC 401(K) Plan | - | 34 | $391,679 | $258,164 | $7,593iApproximate average salary by contribution assumption: employee only about $189,826 at 4% or $126,551 at 6%; with 50% employer match about $126,551 at 4% or $84,367 at 6%; with 100% employer match about $94,913 at 4% or $63,275 at 6%. |
| 2007 | 1 | 25 | $0 | $0 | - |
| Athena Capital Advisors LLC 401(K) Plan | - | 25 | - | - | - |