ENCLAVE ADVISORS, LLC
Plan context: ENCLAVE ADVISORS CASH BALANCE PLAN
EIN 46-0777672 • Austin, TX • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$851,884
2025 Contributions
$172,433
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $851,884 | $172,433 | $34,487iApproximate average salary by contribution assumption: employee only about $862,165 at 4% or $574,777 at 6%; with 50% employer match about $574,777 at 4% or $383,184 at 6%; with 100% employer match about $431,083 at 4% or $287,388 at 6%. |
| ENCLAVE ADVISORS CASH BALANCE PLAN | - | 5 | $851,884 | $172,433 | $34,487iApproximate average salary by contribution assumption: employee only about $862,165 at 4% or $574,777 at 6%; with 50% employer match about $574,777 at 4% or $383,184 at 6%; with 100% employer match about $431,083 at 4% or $287,388 at 6%. |
| 2024 | 2 | 5 | $1,312,780 | $329,401 | $65,880iApproximate average salary by contribution assumption: employee only about $1,647,005 at 4% or $1,098,003 at 6%; with 50% employer match about $1,098,003 at 4% or $732,002 at 6%; with 100% employer match about $823,503 at 4% or $549,002 at 6%. |
| ENCLAVE ADVISORS, LLC 401K & PROFIT SHARING PLAN | - | 5 | $722,905 | $189,401 | $37,880iApproximate average salary by contribution assumption: employee only about $947,005 at 4% or $631,337 at 6%; with 50% employer match about $631,337 at 4% or $420,891 at 6%; with 100% employer match about $473,502 at 4% or $315,668 at 6%. |
| ENCLAVE ADVISORS CASH BALANCE PLAN | - | 5 | $589,875 | $140,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 2023 | 2 | 4 | $847,797 | $236,365 | $59,091iApproximate average salary by contribution assumption: employee only about $1,477,281 at 4% or $984,854 at 6%; with 50% employer match about $984,854 at 4% or $656,569 at 6%; with 100% employer match about $738,641 at 4% or $492,427 at 6%. |
| ENCLAVE ADVISORS, LLC 401K & PROFIT SHARING PLAN | - | 4 | $449,220 | $136,365 | $34,091iApproximate average salary by contribution assumption: employee only about $852,281 at 4% or $568,188 at 6%; with 50% employer match about $568,188 at 4% or $378,792 at 6%; with 100% employer match about $426,141 at 4% or $284,094 at 6%. |
| ENCLAVE ADVISORS CASH BALANCE PLAN | - | 2 | $398,577 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2022 | 2 | 3 | $550,925 | $261,552 | $87,184iApproximate average salary by contribution assumption: employee only about $2,179,600 at 4% or $1,453,067 at 6%; with 50% employer match about $1,453,067 at 4% or $968,711 at 6%; with 100% employer match about $1,089,800 at 4% or $726,533 at 6%. |
| ENCLAVE ADVISORS, LLC 401K & PROFIT SHARING PLAN | - | 3 | $283,478 | $133,552 | $44,517iApproximate average salary by contribution assumption: employee only about $1,112,933 at 4% or $741,956 at 6%; with 50% employer match about $741,956 at 4% or $494,637 at 6%; with 100% employer match about $556,467 at 4% or $370,978 at 6%. |
| ENCLAVE ADVISORS CASH BALANCE PLAN | - | 2 | $267,447 | $128,000 | $64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%. |
| 2021 | 2 | 4 | $334,345 | $274,181 | $68,545iApproximate average salary by contribution assumption: employee only about $1,713,631 at 4% or $1,142,421 at 6%; with 50% employer match about $1,142,421 at 4% or $761,614 at 6%; with 100% employer match about $856,816 at 4% or $571,210 at 6%. |
| ENCLAVE ADVISORS, LLC 401K & PROFIT SHARING PLAN | - | 4 | $176,066 | $168,181 | $42,045iApproximate average salary by contribution assumption: employee only about $1,051,131 at 4% or $700,754 at 6%; with 50% employer match about $700,754 at 4% or $467,169 at 6%; with 100% employer match about $525,566 at 4% or $350,377 at 6%. |
| ENCLAVE ADVISORS CASH BALANCE PLAN | - | 2 | $158,279 | $106,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| 2020 | 2 | 4 | $50,000 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| ENCLAVE ADVISORS CASH BALANCE PLAN | - | 2 | $50,000 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| ENCLAVE ADVISORS, LLC 401K & PROFIT SHARING PLAN | - | 4 | $0 | $0 | - |