Civic Intelligence

Athena Global Advisors Inc

Plan context: Athena Global Advisors Inc 401 K Profit Sharing Plan Trust

EIN 46-2226366 • Philadelphia, PA • 11 filings • 3 plans

30 S 15th StPhiladelphia, PA 19102
Current Snapshot

Latest Year

2024

2024 Participants

104

2024 Assets

$3,518,691

2024 Contributions

$920,477

Historical Graphs

Total Assets Over Time

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

$3,518,691$1,759,346$0201420192024YearValue
$3,518,691Latest year 2024

Participants Over Time

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

104520201420192024YearValue
104Latest 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
20241104$3,518,691$920,477$8,851iApproximate average salary by contribution assumption: employee only about $221,269 at 4% or $147,512 at 6%; with 50% employer match about $147,512 at 4% or $98,342 at 6%; with 100% employer match about $110,634 at 4% or $73,756 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-104$3,518,691$920,477$8,851iApproximate average salary by contribution assumption: employee only about $221,269 at 4% or $147,512 at 6%; with 50% employer match about $147,512 at 4% or $98,342 at 6%; with 100% employer match about $110,634 at 4% or $73,756 at 6%.
2023177$2,298,132$612,198$7,951iApproximate average salary by contribution assumption: employee only about $198,766 at 4% or $132,510 at 6%; with 50% employer match about $132,510 at 4% or $88,340 at 6%; with 100% employer match about $99,383 at 4% or $66,255 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-77$2,298,132$612,198$7,951iApproximate average salary by contribution assumption: employee only about $198,766 at 4% or $132,510 at 6%; with 50% employer match about $132,510 at 4% or $88,340 at 6%; with 100% employer match about $99,383 at 4% or $66,255 at 6%.
2022166$1,418,769$731,526$11,084iApproximate average salary by contribution assumption: employee only about $277,093 at 4% or $184,729 at 6%; with 50% employer match about $184,729 at 4% or $123,153 at 6%; with 100% employer match about $138,547 at 4% or $92,364 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-66$1,418,769$731,526$11,084iApproximate average salary by contribution assumption: employee only about $277,093 at 4% or $184,729 at 6%; with 50% employer match about $184,729 at 4% or $123,153 at 6%; with 100% employer match about $138,547 at 4% or $92,364 at 6%.
2021142$1,207,738$420,421$10,010iApproximate average salary by contribution assumption: employee only about $250,251 at 4% or $166,834 at 6%; with 50% employer match about $166,834 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-42$1,207,738$420,421$10,010iApproximate average salary by contribution assumption: employee only about $250,251 at 4% or $166,834 at 6%; with 50% employer match about $166,834 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%.
2020145$1,071,409$377,895$8,398iApproximate average salary by contribution assumption: employee only about $209,942 at 4% or $139,961 at 6%; with 50% employer match about $139,961 at 4% or $93,307 at 6%; with 100% employer match about $104,971 at 4% or $69,981 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-45$1,071,409$377,895$8,398iApproximate average salary by contribution assumption: employee only about $209,942 at 4% or $139,961 at 6%; with 50% employer match about $139,961 at 4% or $93,307 at 6%; with 100% employer match about $104,971 at 4% or $69,981 at 6%.
2019144$867,591$379,268$8,620iApproximate average salary by contribution assumption: employee only about $215,493 at 4% or $143,662 at 6%; with 50% employer match about $143,662 at 4% or $95,775 at 6%; with 100% employer match about $107,747 at 4% or $71,831 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-44$867,591$379,268$8,620iApproximate average salary by contribution assumption: employee only about $215,493 at 4% or $143,662 at 6%; with 50% employer match about $143,662 at 4% or $95,775 at 6%; with 100% employer match about $107,747 at 4% or $71,831 at 6%.
2018121$423,487$144,523$6,882iApproximate average salary by contribution assumption: employee only about $172,051 at 4% or $114,701 at 6%; with 50% employer match about $114,701 at 4% or $76,467 at 6%; with 100% employer match about $86,026 at 4% or $57,350 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-21$423,487$144,523$6,882iApproximate average salary by contribution assumption: employee only about $172,051 at 4% or $114,701 at 6%; with 50% employer match about $114,701 at 4% or $76,467 at 6%; with 100% employer match about $86,026 at 4% or $57,350 at 6%.
201718$289,101$136,089$17,011iApproximate average salary by contribution assumption: employee only about $425,278 at 4% or $283,519 at 6%; with 50% employer match about $283,519 at 4% or $189,013 at 6%; with 100% employer match about $212,639 at 4% or $141,759 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-8$289,101$136,089$17,011iApproximate average salary by contribution assumption: employee only about $425,278 at 4% or $283,519 at 6%; with 50% employer match about $283,519 at 4% or $189,013 at 6%; with 100% employer match about $212,639 at 4% or $141,759 at 6%.
201615$149,920$83,066$16,613iApproximate average salary by contribution assumption: employee only about $415,330 at 4% or $276,887 at 6%; with 50% employer match about $276,887 at 4% or $184,591 at 6%; with 100% employer match about $207,665 at 4% or $138,443 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-5$149,920$83,066$16,613iApproximate average salary by contribution assumption: employee only about $415,330 at 4% or $276,887 at 6%; with 50% employer match about $276,887 at 4% or $184,591 at 6%; with 100% employer match about $207,665 at 4% or $138,443 at 6%.
201513$82,399$47,958$15,986iApproximate average salary by contribution assumption: employee only about $399,650 at 4% or $266,433 at 6%; with 50% employer match about $266,433 at 4% or $177,622 at 6%; with 100% employer match about $199,825 at 4% or $133,217 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-3$82,399$47,958$15,986iApproximate average salary by contribution assumption: employee only about $399,650 at 4% or $266,433 at 6%; with 50% employer match about $266,433 at 4% or $177,622 at 6%; with 100% employer match about $199,825 at 4% or $133,217 at 6%.
201412$35,000$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Athena Global Advisors Inc 401 K Profit Sharing Plan Trust-2$35,000$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.