Civic Intelligence

Alpha Theory LLC

Plan context: Alpha Theory Retirement Saving Plan

EIN 42-1687177 • Charlotte, NC • 10 filings • 1 plans

3537 Keithcastle CourtCharlotte, NC 28210
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$2,602,500

2025 Contributions

$430,198

Historical Graphs

Total Assets Over Time

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

$2,602,500$1,301,250$0201620212025YearValue
$2,602,500Latest year 2025

Participants Over Time

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

29150201620212025YearValue
29Latest year 2025

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
2025129$2,602,500$430,198$14,834iApproximate average salary by contribution assumption: employee only about $370,860 at 4% or $247,240 at 6%; with 50% employer match about $247,240 at 4% or $164,827 at 6%; with 100% employer match about $185,430 at 4% or $123,620 at 6%.
Alpha Theory Retirement Saving Plan-29$2,602,500$430,198$14,834iApproximate average salary by contribution assumption: employee only about $370,860 at 4% or $247,240 at 6%; with 50% employer match about $247,240 at 4% or $164,827 at 6%; with 100% employer match about $185,430 at 4% or $123,620 at 6%.
2024127$1,761,017$367,439$13,609iApproximate average salary by contribution assumption: employee only about $340,221 at 4% or $226,814 at 6%; with 50% employer match about $226,814 at 4% or $151,209 at 6%; with 100% employer match about $170,111 at 4% or $113,407 at 6%.
Alpha Theory Retirement Saving Plan-27$1,761,017$367,439$13,609iApproximate average salary by contribution assumption: employee only about $340,221 at 4% or $226,814 at 6%; with 50% employer match about $226,814 at 4% or $151,209 at 6%; with 100% employer match about $170,111 at 4% or $113,407 at 6%.
2023124$1,302,234$303,726$12,655iApproximate average salary by contribution assumption: employee only about $316,381 at 4% or $210,921 at 6%; with 50% employer match about $210,921 at 4% or $140,614 at 6%; with 100% employer match about $158,191 at 4% or $105,460 at 6%.
Alpha Theory Retirement Saving Plan-24$1,302,234$303,726$12,655iApproximate average salary by contribution assumption: employee only about $316,381 at 4% or $210,921 at 6%; with 50% employer match about $210,921 at 4% or $140,614 at 6%; with 100% employer match about $158,191 at 4% or $105,460 at 6%.
2022122$853,011$266,583$12,117iApproximate average salary by contribution assumption: employee only about $302,935 at 4% or $201,957 at 6%; with 50% employer match about $201,957 at 4% or $134,638 at 6%; with 100% employer match about $151,468 at 4% or $100,978 at 6%.
Alpha Theory Retirement Saving Plan-22$853,011$266,583$12,117iApproximate average salary by contribution assumption: employee only about $302,935 at 4% or $201,957 at 6%; with 50% employer match about $201,957 at 4% or $134,638 at 6%; with 100% employer match about $151,468 at 4% or $100,978 at 6%.
2021120$792,750$182,704$9,135iApproximate average salary by contribution assumption: employee only about $228,380 at 4% or $152,253 at 6%; with 50% employer match about $152,253 at 4% or $101,502 at 6%; with 100% employer match about $114,190 at 4% or $76,127 at 6%.
Alpha Theory Retirement Saving Plan-20$792,750$182,704$9,135iApproximate average salary by contribution assumption: employee only about $228,380 at 4% or $152,253 at 6%; with 50% employer match about $152,253 at 4% or $101,502 at 6%; with 100% employer match about $114,190 at 4% or $76,127 at 6%.
2020119$583,254$143,669$7,562iApproximate average salary by contribution assumption: employee only about $189,038 at 4% or $126,025 at 6%; with 50% employer match about $126,025 at 4% or $84,017 at 6%; with 100% employer match about $94,519 at 4% or $63,013 at 6%.
Alpha Theory Retirement Saving Plan-19$583,254$143,669$7,562iApproximate average salary by contribution assumption: employee only about $189,038 at 4% or $126,025 at 6%; with 50% employer match about $126,025 at 4% or $84,017 at 6%; with 100% employer match about $94,519 at 4% or $63,013 at 6%.
2019117$629,684$128,878$7,581iApproximate average salary by contribution assumption: employee only about $189,526 at 4% or $126,351 at 6%; with 50% employer match about $126,351 at 4% or $84,234 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%.
Alpha Theory Retirement Saving Plan-17$629,684$128,878$7,581iApproximate average salary by contribution assumption: employee only about $189,526 at 4% or $126,351 at 6%; with 50% employer match about $126,351 at 4% or $84,234 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%.
2018121$447,950$125,987$5,999iApproximate average salary by contribution assumption: employee only about $149,985 at 4% or $99,990 at 6%; with 50% employer match about $99,990 at 4% or $66,660 at 6%; with 100% employer match about $74,992 at 4% or $49,995 at 6%.
Alpha Theory Retirement Saving Plan-21$447,950$125,987$5,999iApproximate average salary by contribution assumption: employee only about $149,985 at 4% or $99,990 at 6%; with 50% employer match about $99,990 at 4% or $66,660 at 6%; with 100% employer match about $74,992 at 4% or $49,995 at 6%.
2017124$481,440$404,679$16,862iApproximate average salary by contribution assumption: employee only about $421,541 at 4% or $281,027 at 6%; with 50% employer match about $281,027 at 4% or $187,351 at 6%; with 100% employer match about $210,770 at 4% or $140,514 at 6%.
Alpha Theory Retirement Saving Plan-24$481,440$404,679$16,862iApproximate average salary by contribution assumption: employee only about $421,541 at 4% or $281,027 at 6%; with 50% employer match about $281,027 at 4% or $187,351 at 6%; with 100% employer match about $210,770 at 4% or $140,514 at 6%.
2016124$48,152$47,824$1,993iApproximate average salary by contribution assumption: employee only about $49,817 at 4% or $33,211 at 6%; with 50% employer match about $33,211 at 4% or $22,141 at 6%; with 100% employer match about $24,908 at 4% or $16,606 at 6%.
Alpha Theory Retirement Saving Plan-24$48,152$47,824$1,993iApproximate average salary by contribution assumption: employee only about $49,817 at 4% or $33,211 at 6%; with 50% employer match about $33,211 at 4% or $22,141 at 6%; with 100% employer match about $24,908 at 4% or $16,606 at 6%.