Civic Intelligence

Solic Capital Advisors

Plan context: Solic Capital Advisors 401K

EIN 45-2035261 • Winter Park, FL • 11 filings • 2 plans

425 W. New England AvenueSuite 300Winter Park, FL 32789
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$5,926,700

2024 Contributions

$644,062

Historical Graphs

Total Assets Over Time

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

$5,926,700$2,963,350$0201420192024YearValue
$5,926,700Latest year 2024

Participants Over Time

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

38190201420192024YearValue
38Latest 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
2024138$5,926,700$644,062$16,949iApproximate average salary by contribution assumption: employee only about $423,725 at 4% or $282,483 at 6%; with 50% employer match about $282,483 at 4% or $188,322 at 6%; with 100% employer match about $211,863 at 4% or $141,242 at 6%.
Solic Capital Advisors 401K-38$5,926,700$644,062$16,949iApproximate average salary by contribution assumption: employee only about $423,725 at 4% or $282,483 at 6%; with 50% employer match about $282,483 at 4% or $188,322 at 6%; with 100% employer match about $211,863 at 4% or $141,242 at 6%.
2023133$5,253,836$638,450$19,347iApproximate average salary by contribution assumption: employee only about $483,674 at 4% or $322,449 at 6%; with 50% employer match about $322,449 at 4% or $214,966 at 6%; with 100% employer match about $241,837 at 4% or $161,225 at 6%.
Solic Capital Advisors 401K-33$5,253,836$638,450$19,347iApproximate average salary by contribution assumption: employee only about $483,674 at 4% or $322,449 at 6%; with 50% employer match about $322,449 at 4% or $214,966 at 6%; with 100% employer match about $241,837 at 4% or $161,225 at 6%.
2022132$4,393,549$506,757$15,836iApproximate average salary by contribution assumption: employee only about $395,904 at 4% or $263,936 at 6%; with 50% employer match about $263,936 at 4% or $175,957 at 6%; with 100% employer match about $197,952 at 4% or $131,968 at 6%.
Solic Capital Advisors 401K-32$4,393,549$506,757$15,836iApproximate average salary by contribution assumption: employee only about $395,904 at 4% or $263,936 at 6%; with 50% employer match about $263,936 at 4% or $175,957 at 6%; with 100% employer match about $197,952 at 4% or $131,968 at 6%.
2021129$5,208,575$456,308$15,735iApproximate average salary by contribution assumption: employee only about $393,369 at 4% or $262,246 at 6%; with 50% employer match about $262,246 at 4% or $174,831 at 6%; with 100% employer match about $196,684 at 4% or $131,123 at 6%.
Solic Capital Advisors 401K-29$5,208,575$456,308$15,735iApproximate average salary by contribution assumption: employee only about $393,369 at 4% or $262,246 at 6%; with 50% employer match about $262,246 at 4% or $174,831 at 6%; with 100% employer match about $196,684 at 4% or $131,123 at 6%.
2020130$4,345,561$546,304$18,210iApproximate average salary by contribution assumption: employee only about $455,253 at 4% or $303,502 at 6%; with 50% employer match about $303,502 at 4% or $202,335 at 6%; with 100% employer match about $227,627 at 4% or $151,751 at 6%.
Solic Capital Advisors 401K-30$4,345,561$546,304$18,210iApproximate average salary by contribution assumption: employee only about $455,253 at 4% or $303,502 at 6%; with 50% employer match about $303,502 at 4% or $202,335 at 6%; with 100% employer match about $227,627 at 4% or $151,751 at 6%.
2019129$3,647,054$563,040$19,415iApproximate average salary by contribution assumption: employee only about $485,379 at 4% or $323,586 at 6%; with 50% employer match about $323,586 at 4% or $215,724 at 6%; with 100% employer match about $242,690 at 4% or $161,793 at 6%.
Solic Capital Advisors 401K-29$3,647,054$563,040$19,415iApproximate average salary by contribution assumption: employee only about $485,379 at 4% or $323,586 at 6%; with 50% employer match about $323,586 at 4% or $215,724 at 6%; with 100% employer match about $242,690 at 4% or $161,793 at 6%.
2018130$2,541,690$508,961$16,965iApproximate average salary by contribution assumption: employee only about $424,134 at 4% or $282,756 at 6%; with 50% employer match about $282,756 at 4% or $188,504 at 6%; with 100% employer match about $212,067 at 4% or $141,378 at 6%.
Solic Capital Advisors 401K-30$2,541,690$508,961$16,965iApproximate average salary by contribution assumption: employee only about $424,134 at 4% or $282,756 at 6%; with 50% employer match about $282,756 at 4% or $188,504 at 6%; with 100% employer match about $212,067 at 4% or $141,378 at 6%.
2017127$2,550,284$780,031$28,890iApproximate average salary by contribution assumption: employee only about $722,251 at 4% or $481,501 at 6%; with 50% employer match about $481,501 at 4% or $321,000 at 6%; with 100% employer match about $361,125 at 4% or $240,750 at 6%.
Solic Capital Advisors 401K-27$2,550,284$780,031$28,890iApproximate average salary by contribution assumption: employee only about $722,251 at 4% or $481,501 at 6%; with 50% employer match about $481,501 at 4% or $321,000 at 6%; with 100% employer match about $361,125 at 4% or $240,750 at 6%.
2016126$1,615,321$639,066$24,579iApproximate average salary by contribution assumption: employee only about $614,487 at 4% or $409,658 at 6%; with 50% employer match about $409,658 at 4% or $273,105 at 6%; with 100% employer match about $307,243 at 4% or $204,829 at 6%.
Solic Capital Advisors 401K-26$1,615,321$639,066$24,579iApproximate average salary by contribution assumption: employee only about $614,487 at 4% or $409,658 at 6%; with 50% employer match about $409,658 at 4% or $273,105 at 6%; with 100% employer match about $307,243 at 4% or $204,829 at 6%.
2015123$922,342$483,626$21,027iApproximate average salary by contribution assumption: employee only about $525,680 at 4% or $350,454 at 6%; with 50% employer match about $350,454 at 4% or $233,636 at 6%; with 100% employer match about $262,840 at 4% or $175,227 at 6%.
Solic Capital Advisors 401K-23$922,342$483,626$21,027iApproximate average salary by contribution assumption: employee only about $525,680 at 4% or $350,454 at 6%; with 50% employer match about $350,454 at 4% or $233,636 at 6%; with 100% employer match about $262,840 at 4% or $175,227 at 6%.
2014125$500,641$483,624$19,345iApproximate average salary by contribution assumption: employee only about $483,624 at 4% or $322,416 at 6%; with 50% employer match about $322,416 at 4% or $214,944 at 6%; with 100% employer match about $241,812 at 4% or $161,208 at 6%.
Solic Capital Advisors 401K-25$500,641$483,624$19,345iApproximate average salary by contribution assumption: employee only about $483,624 at 4% or $322,416 at 6%; with 50% employer match about $322,416 at 4% or $214,944 at 6%; with 100% employer match about $241,812 at 4% or $161,208 at 6%.