Civic Intelligence

Advanta Ira Services LLC

Plan context: Advanta Ira 401(K) Plan

EIN 45-0513520 • Largo, FL • 12 filings • 2 plans

13191 Starkey RoadSuite 9Largo, FL 33773
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$2,739,405

2024 Contributions

$376,173

Historical Graphs

Total Assets Over Time

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

$2,739,405$1,369,703$0201320192024YearValue
$2,739,405Latest year 2024

Participants Over Time

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

43220201320192024YearValue
43Latest 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
2024143$2,739,405$376,173$8,748iApproximate average salary by contribution assumption: employee only about $218,705 at 4% or $145,803 at 6%; with 50% employer match about $145,803 at 4% or $97,202 at 6%; with 100% employer match about $109,353 at 4% or $72,902 at 6%.
Advanta Ira 401(K) Plan-43$2,739,405$376,173$8,748iApproximate average salary by contribution assumption: employee only about $218,705 at 4% or $145,803 at 6%; with 50% employer match about $145,803 at 4% or $97,202 at 6%; with 100% employer match about $109,353 at 4% or $72,902 at 6%.
2023135$2,044,744$338,775$9,679iApproximate average salary by contribution assumption: employee only about $241,982 at 4% or $161,321 at 6%; with 50% employer match about $161,321 at 4% or $107,548 at 6%; with 100% employer match about $120,991 at 4% or $80,661 at 6%.
Advanta Ira 401(K) Plan-35$2,044,744$338,775$9,679iApproximate average salary by contribution assumption: employee only about $241,982 at 4% or $161,321 at 6%; with 50% employer match about $161,321 at 4% or $107,548 at 6%; with 100% employer match about $120,991 at 4% or $80,661 at 6%.
2022129$1,477,827$248,599$8,572iApproximate average salary by contribution assumption: employee only about $214,309 at 4% or $142,873 at 6%; with 50% employer match about $142,873 at 4% or $95,249 at 6%; with 100% employer match about $107,155 at 4% or $71,436 at 6%.
Advanta Ira 401(K) Plan-29$1,477,827$248,599$8,572iApproximate average salary by contribution assumption: employee only about $214,309 at 4% or $142,873 at 6%; with 50% employer match about $142,873 at 4% or $95,249 at 6%; with 100% employer match about $107,155 at 4% or $71,436 at 6%.
2021115$1,250,495$171,844$11,456iApproximate average salary by contribution assumption: employee only about $286,407 at 4% or $190,938 at 6%; with 50% employer match about $190,938 at 4% or $127,292 at 6%; with 100% employer match about $143,203 at 4% or $95,469 at 6%.
Advanta Ira 401(K) Plan-15$1,250,495$171,844$11,456iApproximate average salary by contribution assumption: employee only about $286,407 at 4% or $190,938 at 6%; with 50% employer match about $190,938 at 4% or $127,292 at 6%; with 100% employer match about $143,203 at 4% or $95,469 at 6%.
2020111$958,025$142,657$12,969iApproximate average salary by contribution assumption: employee only about $324,220 at 4% or $216,147 at 6%; with 50% employer match about $216,147 at 4% or $144,098 at 6%; with 100% employer match about $162,110 at 4% or $108,073 at 6%.
Advanta Ira 401(K) Plan-11$958,025$142,657$12,969iApproximate average salary by contribution assumption: employee only about $324,220 at 4% or $216,147 at 6%; with 50% employer match about $216,147 at 4% or $144,098 at 6%; with 100% employer match about $162,110 at 4% or $108,073 at 6%.
2019110$695,185$133,244$13,324iApproximate average salary by contribution assumption: employee only about $333,110 at 4% or $222,073 at 6%; with 50% employer match about $222,073 at 4% or $148,049 at 6%; with 100% employer match about $166,555 at 4% or $111,037 at 6%.
Advanta Ira 401(K) Plan-10$695,185$133,244$13,324iApproximate average salary by contribution assumption: employee only about $333,110 at 4% or $222,073 at 6%; with 50% employer match about $222,073 at 4% or $148,049 at 6%; with 100% employer match about $166,555 at 4% or $111,037 at 6%.
201819$436,975$102,592$11,399iApproximate average salary by contribution assumption: employee only about $284,978 at 4% or $189,985 at 6%; with 50% employer match about $189,985 at 4% or $126,657 at 6%; with 100% employer match about $142,489 at 4% or $94,993 at 6%.
Advanta Ira 401(K) Plan-9$436,975$102,592$11,399iApproximate average salary by contribution assumption: employee only about $284,978 at 4% or $189,985 at 6%; with 50% employer match about $189,985 at 4% or $126,657 at 6%; with 100% employer match about $142,489 at 4% or $94,993 at 6%.
2017110$397,963$110,130$11,013iApproximate average salary by contribution assumption: employee only about $275,325 at 4% or $183,550 at 6%; with 50% employer match about $183,550 at 4% or $122,367 at 6%; with 100% employer match about $137,663 at 4% or $91,775 at 6%.
Advanta Ira 401(K) Plan-10$397,963$110,130$11,013iApproximate average salary by contribution assumption: employee only about $275,325 at 4% or $183,550 at 6%; with 50% employer match about $183,550 at 4% or $122,367 at 6%; with 100% employer match about $137,663 at 4% or $91,775 at 6%.
201618$228,142$64,743$8,093iApproximate average salary by contribution assumption: employee only about $202,322 at 4% or $134,881 at 6%; with 50% employer match about $134,881 at 4% or $89,921 at 6%; with 100% employer match about $101,161 at 4% or $67,441 at 6%.
Advanta Ira 401(K) Plan-8$228,142$64,743$8,093iApproximate average salary by contribution assumption: employee only about $202,322 at 4% or $134,881 at 6%; with 50% employer match about $134,881 at 4% or $89,921 at 6%; with 100% employer match about $101,161 at 4% or $67,441 at 6%.
201516$145,078$56,884$9,481iApproximate average salary by contribution assumption: employee only about $237,017 at 4% or $158,011 at 6%; with 50% employer match about $158,011 at 4% or $105,341 at 6%; with 100% employer match about $118,508 at 4% or $79,006 at 6%.
Advanta Ira 401(K) Plan-6$145,078$56,884$9,481iApproximate average salary by contribution assumption: employee only about $237,017 at 4% or $158,011 at 6%; with 50% employer match about $158,011 at 4% or $105,341 at 6%; with 100% employer match about $118,508 at 4% or $79,006 at 6%.
201416$90,504$54,598$9,100iApproximate average salary by contribution assumption: employee only about $227,492 at 4% or $151,661 at 6%; with 50% employer match about $151,661 at 4% or $101,107 at 6%; with 100% employer match about $113,746 at 4% or $75,831 at 6%.
Advanta Ira 401(K) Plan-6$90,504$54,598$9,100iApproximate average salary by contribution assumption: employee only about $227,492 at 4% or $151,661 at 6%; with 50% employer match about $151,661 at 4% or $101,107 at 6%; with 100% employer match about $113,746 at 4% or $75,831 at 6%.
201315$33,445$32,447$6,489iApproximate average salary by contribution assumption: employee only about $162,235 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,104 at 6%; with 100% employer match about $81,118 at 4% or $54,078 at 6%.
Advanta Ira 401(K) Plan-5$33,445$32,447$6,489iApproximate average salary by contribution assumption: employee only about $162,235 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,104 at 6%; with 100% employer match about $81,118 at 4% or $54,078 at 6%.