Civic Intelligence

Aavin Equity Advisors LLC

Plan context: Aavin Equity Advisors LLC 401(K) Profit Sharing Plan

EIN 42-1519229 • Cedar Rapids, IA • 10 filings • 2 plans

1245 1st Ave SECedar Rapids, IA 52402
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,460,395

2024 Contributions

$295,175

Historical Graphs

Total Assets Over Time

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

$3,460,395$1,730,198$0201520202024YearValue
$3,460,395Latest year 2024

Participants Over Time

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

1050201520202024YearValue
9Latest 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
202419$3,460,395$295,175$32,797iApproximate average salary by contribution assumption: employee only about $819,931 at 4% or $546,620 at 6%; with 50% employer match about $546,620 at 4% or $364,414 at 6%; with 100% employer match about $409,965 at 4% or $273,310 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-9$3,460,395$295,175$32,797iApproximate average salary by contribution assumption: employee only about $819,931 at 4% or $546,620 at 6%; with 50% employer match about $546,620 at 4% or $364,414 at 6%; with 100% employer match about $409,965 at 4% or $273,310 at 6%.
2023110$3,009,952$311,452$31,145iApproximate average salary by contribution assumption: employee only about $778,630 at 4% or $519,087 at 6%; with 50% employer match about $519,087 at 4% or $346,058 at 6%; with 100% employer match about $389,315 at 4% or $259,543 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-10$3,009,952$311,452$31,145iApproximate average salary by contribution assumption: employee only about $778,630 at 4% or $519,087 at 6%; with 50% employer match about $519,087 at 4% or $346,058 at 6%; with 100% employer match about $389,315 at 4% or $259,543 at 6%.
2022110$2,403,088$228,913$22,891iApproximate average salary by contribution assumption: employee only about $572,283 at 4% or $381,522 at 6%; with 50% employer match about $381,522 at 4% or $254,348 at 6%; with 100% employer match about $286,141 at 4% or $190,761 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-10$2,403,088$228,913$22,891iApproximate average salary by contribution assumption: employee only about $572,283 at 4% or $381,522 at 6%; with 50% employer match about $381,522 at 4% or $254,348 at 6%; with 100% employer match about $286,141 at 4% or $190,761 at 6%.
202119$2,592,186$174,169$19,352iApproximate average salary by contribution assumption: employee only about $483,803 at 4% or $322,535 at 6%; with 50% employer match about $322,535 at 4% or $215,023 at 6%; with 100% employer match about $241,901 at 4% or $161,268 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-9$2,592,186$174,169$19,352iApproximate average salary by contribution assumption: employee only about $483,803 at 4% or $322,535 at 6%; with 50% employer match about $322,535 at 4% or $215,023 at 6%; with 100% employer match about $241,901 at 4% or $161,268 at 6%.
202019$2,059,887$231,635$25,737iApproximate average salary by contribution assumption: employee only about $643,431 at 4% or $428,954 at 6%; with 50% employer match about $428,954 at 4% or $285,969 at 6%; with 100% employer match about $321,715 at 4% or $214,477 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-9$2,059,887$231,635$25,737iApproximate average salary by contribution assumption: employee only about $643,431 at 4% or $428,954 at 6%; with 50% employer match about $428,954 at 4% or $285,969 at 6%; with 100% employer match about $321,715 at 4% or $214,477 at 6%.
201919$1,728,590$210,270$23,363iApproximate average salary by contribution assumption: employee only about $584,083 at 4% or $389,389 at 6%; with 50% employer match about $389,389 at 4% or $259,593 at 6%; with 100% employer match about $292,042 at 4% or $194,694 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-9$1,728,590$210,270$23,363iApproximate average salary by contribution assumption: employee only about $584,083 at 4% or $389,389 at 6%; with 50% employer match about $389,389 at 4% or $259,593 at 6%; with 100% employer match about $292,042 at 4% or $194,694 at 6%.
201818$1,225,986$181,170$22,646iApproximate average salary by contribution assumption: employee only about $566,156 at 4% or $377,438 at 6%; with 50% employer match about $377,438 at 4% or $251,625 at 6%; with 100% employer match about $283,078 at 4% or $188,719 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-8$1,225,986$181,170$22,646iApproximate average salary by contribution assumption: employee only about $566,156 at 4% or $377,438 at 6%; with 50% employer match about $377,438 at 4% or $251,625 at 6%; with 100% employer match about $283,078 at 4% or $188,719 at 6%.
201718$1,151,633$347,376$43,422iApproximate average salary by contribution assumption: employee only about $1,085,550 at 4% or $723,700 at 6%; with 50% employer match about $723,700 at 4% or $482,467 at 6%; with 100% employer match about $542,775 at 4% or $361,850 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-8$1,151,633$347,376$43,422iApproximate average salary by contribution assumption: employee only about $1,085,550 at 4% or $723,700 at 6%; with 50% employer match about $723,700 at 4% or $482,467 at 6%; with 100% employer match about $542,775 at 4% or $361,850 at 6%.
201619$753,686$211,576$23,508iApproximate average salary by contribution assumption: employee only about $587,711 at 4% or $391,807 at 6%; with 50% employer match about $391,807 at 4% or $261,205 at 6%; with 100% employer match about $293,856 at 4% or $195,904 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-9$753,686$211,576$23,508iApproximate average salary by contribution assumption: employee only about $587,711 at 4% or $391,807 at 6%; with 50% employer match about $391,807 at 4% or $261,205 at 6%; with 100% employer match about $293,856 at 4% or $195,904 at 6%.
201519$481,010$484,707$53,856iApproximate average salary by contribution assumption: employee only about $1,346,408 at 4% or $897,606 at 6%; with 50% employer match about $897,606 at 4% or $598,404 at 6%; with 100% employer match about $673,204 at 4% or $448,803 at 6%.
Aavin Equity Advisors LLC 401(K) Profit Sharing Plan-9$481,010$484,707$53,856iApproximate average salary by contribution assumption: employee only about $1,346,408 at 4% or $897,606 at 6%; with 50% employer match about $897,606 at 4% or $598,404 at 6%; with 100% employer match about $673,204 at 4% or $448,803 at 6%.