Civic Intelligence

Client Centric Advisors Inc.

Plan context: Client Centric Advisors Inc. Profit Sharing 401K Plan

EIN 46-2076285 • 16 filings • 3 plans

Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$4,431,279

2025 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$4,853,622$2,426,811$0201520202025YearValue
$4,431,279Latest year 2025

Participants Over Time

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

530201520202025YearValue
2Latest 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
202512$4,431,279$0-
Client Centric Advisors Inc. Profit Sharing 401K Plan-2$4,431,279--
202413$4,408,736$0-
Client Centric Advisors Inc. Profit Sharing 401K Plan-3$4,408,736--
202314$3,287,191$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-4$3,287,191$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
202215$2,066,460$54,000$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-5$2,066,460$54,000$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
202125$4,853,622$1,049,008$209,802iApproximate average salary by contribution assumption: employee only about $5,245,040 at 4% or $3,496,693 at 6%; with 50% employer match about $3,496,693 at 4% or $2,331,129 at 6%; with 100% employer match about $2,622,520 at 4% or $1,748,347 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-5$4,853,622$1,049,008$209,802iApproximate average salary by contribution assumption: employee only about $5,245,040 at 4% or $3,496,693 at 6%; with 50% employer match about $3,496,693 at 4% or $2,331,129 at 6%; with 100% employer match about $2,622,520 at 4% or $1,748,347 at 6%.
Client Centric Advisors LLC Defined Benefit Pension Plan-0---
202022$3,832,310$283,080$141,540iApproximate average salary by contribution assumption: employee only about $3,538,500 at 4% or $2,359,000 at 6%; with 50% employer match about $2,359,000 at 4% or $1,572,667 at 6%; with 100% employer match about $1,769,250 at 4% or $1,179,500 at 6%.
Client Centric Advisors LLC Defined Benefit Pension Plan-2$3,535,777$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-2$296,533$28,080$14,040iApproximate average salary by contribution assumption: employee only about $351,000 at 4% or $234,000 at 6%; with 50% employer match about $234,000 at 4% or $156,000 at 6%; with 100% employer match about $175,500 at 4% or $117,000 at 6%.
201922$1,675,339$298,301$149,151iApproximate average salary by contribution assumption: employee only about $3,728,763 at 4% or $2,485,842 at 6%; with 50% employer match about $2,485,842 at 4% or $1,657,228 at 6%; with 100% employer match about $1,864,381 at 4% or $1,242,921 at 6%.
Client Centric Advisors LLC Defined Benefit Pension Plan-2$1,508,771$270,000$135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-2$166,568$28,301$14,151iApproximate average salary by contribution assumption: employee only about $353,763 at 4% or $235,842 at 6%; with 50% employer match about $235,842 at 4% or $157,228 at 6%; with 100% employer match about $176,881 at 4% or $117,921 at 6%.
201812$100,648$26,414$13,207iApproximate average salary by contribution assumption: employee only about $330,175 at 4% or $220,117 at 6%; with 50% employer match about $220,117 at 4% or $146,744 at 6%; with 100% employer match about $165,088 at 4% or $110,058 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-2$100,648$26,414$13,207iApproximate average salary by contribution assumption: employee only about $330,175 at 4% or $220,117 at 6%; with 50% employer match about $220,117 at 4% or $146,744 at 6%; with 100% employer match about $165,088 at 4% or $110,058 at 6%.
201721$1,008,378$238,800$238,800iApproximate average salary by contribution assumption: employee only about $5,970,000 at 4% or $3,980,000 at 6%; with 50% employer match about $3,980,000 at 4% or $2,653,333 at 6%; with 100% employer match about $2,985,000 at 4% or $1,990,000 at 6%.
Client Centric Advisors LLC Defined Benefit Pension Plan-1$892,001$205,000$205,000iApproximate average salary by contribution assumption: employee only about $5,125,000 at 4% or $3,416,667 at 6%; with 50% employer match about $3,416,667 at 4% or $2,277,778 at 6%; with 100% employer match about $2,562,500 at 4% or $1,708,333 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-1$116,377$33,800$33,800iApproximate average salary by contribution assumption: employee only about $845,000 at 4% or $563,333 at 6%; with 50% employer match about $563,333 at 4% or $375,556 at 6%; with 100% employer match about $422,500 at 4% or $281,667 at 6%.
201621$651,279$360,278$360,278iApproximate average salary by contribution assumption: employee only about $9,006,950 at 4% or $6,004,633 at 6%; with 50% employer match about $6,004,633 at 4% or $4,003,089 at 6%; with 100% employer match about $4,503,475 at 4% or $3,002,317 at 6%.
Client Centric Advisors LLC Defined Benefit Pension Plan-1$581,228$337,000$337,000iApproximate average salary by contribution assumption: employee only about $8,425,000 at 4% or $5,616,667 at 6%; with 50% employer match about $5,616,667 at 4% or $3,744,444 at 6%; with 100% employer match about $4,212,500 at 4% or $2,808,333 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-1$70,051$23,278$23,278iApproximate average salary by contribution assumption: employee only about $581,950 at 4% or $387,967 at 6%; with 50% employer match about $387,967 at 4% or $258,644 at 6%; with 100% employer match about $290,975 at 4% or $193,983 at 6%.
201512$38,331$17,600$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
Client Centric Advisors Inc. Profit Sharing 401K Plan-2$38,331$17,600$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.