Civic Intelligence

Athena Management Inc

Plan context: Athena Management Inc 401K Profit Sharing Plan and Trust

EIN 45-2516242 • Tustin, CA • 14 filings • 3 plans

730 El Camino WaySuite 200Tustin, CA 92780
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$4,757,856

2024 Contributions

$445,822

Historical Graphs

Total Assets Over Time

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

$4,757,856$2,378,928$0201120182024YearValue
$4,757,856Latest year 2024

Participants Over Time

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

40200201120182024YearValue
40Latest 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
2024140$4,757,856$445,822$11,146iApproximate average salary by contribution assumption: employee only about $278,639 at 4% or $185,759 at 6%; with 50% employer match about $185,759 at 4% or $123,839 at 6%; with 100% employer match about $139,319 at 4% or $92,880 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-40$4,757,856$445,822$11,146iApproximate average salary by contribution assumption: employee only about $278,639 at 4% or $185,759 at 6%; with 50% employer match about $185,759 at 4% or $123,839 at 6%; with 100% employer match about $139,319 at 4% or $92,880 at 6%.
2023138$3,763,311$374,317$9,850iApproximate average salary by contribution assumption: employee only about $246,261 at 4% or $164,174 at 6%; with 50% employer match about $164,174 at 4% or $109,449 at 6%; with 100% employer match about $123,131 at 4% or $82,087 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-38$3,763,311$374,317$9,850iApproximate average salary by contribution assumption: employee only about $246,261 at 4% or $164,174 at 6%; with 50% employer match about $164,174 at 4% or $109,449 at 6%; with 100% employer match about $123,131 at 4% or $82,087 at 6%.
2022139$3,015,522$383,158$9,825iApproximate average salary by contribution assumption: employee only about $245,614 at 4% or $163,743 at 6%; with 50% employer match about $163,743 at 4% or $109,162 at 6%; with 100% employer match about $122,807 at 4% or $81,871 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-39$3,015,522$383,158$9,825iApproximate average salary by contribution assumption: employee only about $245,614 at 4% or $163,743 at 6%; with 50% employer match about $163,743 at 4% or $109,162 at 6%; with 100% employer match about $122,807 at 4% or $81,871 at 6%.
2021135$3,497,655$305,438$8,727iApproximate average salary by contribution assumption: employee only about $218,170 at 4% or $145,447 at 6%; with 50% employer match about $145,447 at 4% or $96,964 at 6%; with 100% employer match about $109,085 at 4% or $72,723 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-35$3,497,655$305,438$8,727iApproximate average salary by contribution assumption: employee only about $218,170 at 4% or $145,447 at 6%; with 50% employer match about $145,447 at 4% or $96,964 at 6%; with 100% employer match about $109,085 at 4% or $72,723 at 6%.
2020132$2,833,544$309,065$9,658iApproximate average salary by contribution assumption: employee only about $241,457 at 4% or $160,971 at 6%; with 50% employer match about $160,971 at 4% or $107,314 at 6%; with 100% employer match about $120,729 at 4% or $80,486 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-32$2,833,544$309,065$9,658iApproximate average salary by contribution assumption: employee only about $241,457 at 4% or $160,971 at 6%; with 50% employer match about $160,971 at 4% or $107,314 at 6%; with 100% employer match about $120,729 at 4% or $80,486 at 6%.
2019133$2,213,218$291,705$8,840iApproximate average salary by contribution assumption: employee only about $220,989 at 4% or $147,326 at 6%; with 50% employer match about $147,326 at 4% or $98,217 at 6%; with 100% employer match about $110,494 at 4% or $73,663 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-33$2,213,218$291,705$8,840iApproximate average salary by contribution assumption: employee only about $220,989 at 4% or $147,326 at 6%; with 50% employer match about $147,326 at 4% or $98,217 at 6%; with 100% employer match about $110,494 at 4% or $73,663 at 6%.
2018129$1,616,998$277,859$9,581iApproximate average salary by contribution assumption: employee only about $239,534 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,459 at 6%; with 100% employer match about $119,767 at 4% or $79,845 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-29$1,616,998$277,859$9,581iApproximate average salary by contribution assumption: employee only about $239,534 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,459 at 6%; with 100% employer match about $119,767 at 4% or $79,845 at 6%.
2017127$1,472,657$258,743$9,583iApproximate average salary by contribution assumption: employee only about $239,577 at 4% or $159,718 at 6%; with 50% employer match about $159,718 at 4% or $106,479 at 6%; with 100% employer match about $119,788 at 4% or $79,859 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-27$1,472,657$258,743$9,583iApproximate average salary by contribution assumption: employee only about $239,577 at 4% or $159,718 at 6%; with 50% employer match about $159,718 at 4% or $106,479 at 6%; with 100% employer match about $119,788 at 4% or $79,859 at 6%.
2016121$1,009,397$222,478$10,594iApproximate average salary by contribution assumption: employee only about $264,855 at 4% or $176,570 at 6%; with 50% employer match about $176,570 at 4% or $117,713 at 6%; with 100% employer match about $132,427 at 4% or $88,285 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-21$1,009,397$222,478$10,594iApproximate average salary by contribution assumption: employee only about $264,855 at 4% or $176,570 at 6%; with 50% employer match about $176,570 at 4% or $117,713 at 6%; with 100% employer match about $132,427 at 4% or $88,285 at 6%.
2015116$785,003$142,841$8,928iApproximate average salary by contribution assumption: employee only about $223,189 at 4% or $148,793 at 6%; with 50% employer match about $148,793 at 4% or $99,195 at 6%; with 100% employer match about $111,595 at 4% or $74,396 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-16$785,003$142,841$8,928iApproximate average salary by contribution assumption: employee only about $223,189 at 4% or $148,793 at 6%; with 50% employer match about $148,793 at 4% or $99,195 at 6%; with 100% employer match about $111,595 at 4% or $74,396 at 6%.
2014112$656,887$102,618$8,552iApproximate average salary by contribution assumption: employee only about $213,788 at 4% or $142,525 at 6%; with 50% employer match about $142,525 at 4% or $95,017 at 6%; with 100% employer match about $106,894 at 4% or $71,263 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-12$656,887$102,618$8,552iApproximate average salary by contribution assumption: employee only about $213,788 at 4% or $142,525 at 6%; with 50% employer match about $142,525 at 4% or $95,017 at 6%; with 100% employer match about $106,894 at 4% or $71,263 at 6%.
201319$530,704$82,312$9,146iApproximate average salary by contribution assumption: employee only about $228,644 at 4% or $152,430 at 6%; with 50% employer match about $152,430 at 4% or $101,620 at 6%; with 100% employer match about $114,322 at 4% or $76,215 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-9$530,704$82,312$9,146iApproximate average salary by contribution assumption: employee only about $228,644 at 4% or $152,430 at 6%; with 50% employer match about $152,430 at 4% or $101,620 at 6%; with 100% employer match about $114,322 at 4% or $76,215 at 6%.
2012111$505,549$388,468$35,315iApproximate average salary by contribution assumption: employee only about $882,882 at 4% or $588,588 at 6%; with 50% employer match about $588,588 at 4% or $392,392 at 6%; with 100% employer match about $441,441 at 4% or $294,294 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-11$505,549$388,468$35,315iApproximate average salary by contribution assumption: employee only about $882,882 at 4% or $588,588 at 6%; with 50% employer match about $588,588 at 4% or $392,392 at 6%; with 100% employer match about $441,441 at 4% or $294,294 at 6%.
201114$101,065$6,054$1,514iApproximate average salary by contribution assumption: employee only about $37,838 at 4% or $25,225 at 6%; with 50% employer match about $25,225 at 4% or $16,817 at 6%; with 100% employer match about $18,919 at 4% or $12,613 at 6%.
Athena Management Inc 401K Profit Sharing Plan and Trust-4$101,065$6,054$1,514iApproximate average salary by contribution assumption: employee only about $37,838 at 4% or $25,225 at 6%; with 50% employer match about $25,225 at 4% or $16,817 at 6%; with 100% employer match about $18,919 at 4% or $12,613 at 6%.