Civic Intelligence

Centerline Wealth Advisors

Plan context: Centerline Wealth Advisors 401(K) Plan

EIN 47-2881397 • Louisville, KY • 10 filings • 1 plans

10200 Forest Green Blvd.Suite 311Louisville, KY 40223
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,833,100

2024 Contributions

$190,030

Historical Graphs

Total Assets Over Time

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

$2,833,100$1,416,550$0201520202024YearValue
$2,833,100Latest year 2024

Participants Over Time

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

840201520202024YearValue
7Latest 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
202417$2,833,100$190,030$27,147iApproximate average salary by contribution assumption: employee only about $678,679 at 4% or $452,452 at 6%; with 50% employer match about $452,452 at 4% or $301,635 at 6%; with 100% employer match about $339,339 at 4% or $226,226 at 6%.
Centerline Wealth Advisors 401(K) Plan-7$2,833,100$190,030$27,147iApproximate average salary by contribution assumption: employee only about $678,679 at 4% or $452,452 at 6%; with 50% employer match about $452,452 at 4% or $301,635 at 6%; with 100% employer match about $339,339 at 4% or $226,226 at 6%.
202318$2,366,986$221,322$27,665iApproximate average salary by contribution assumption: employee only about $691,631 at 4% or $461,088 at 6%; with 50% employer match about $461,088 at 4% or $307,392 at 6%; with 100% employer match about $345,816 at 4% or $230,544 at 6%.
Centerline Wealth Advisors 401(K) Plan-8$2,366,986$221,322$27,665iApproximate average salary by contribution assumption: employee only about $691,631 at 4% or $461,088 at 6%; with 50% employer match about $461,088 at 4% or $307,392 at 6%; with 100% employer match about $345,816 at 4% or $230,544 at 6%.
202215$1,860,067$161,081$32,216iApproximate average salary by contribution assumption: employee only about $805,405 at 4% or $536,937 at 6%; with 50% employer match about $536,937 at 4% or $357,958 at 6%; with 100% employer match about $402,703 at 4% or $268,468 at 6%.
Centerline Wealth Advisors 401(K) Plan-5$1,860,067$161,081$32,216iApproximate average salary by contribution assumption: employee only about $805,405 at 4% or $536,937 at 6%; with 50% employer match about $536,937 at 4% or $357,958 at 6%; with 100% employer match about $402,703 at 4% or $268,468 at 6%.
202117$2,172,207$132,469$18,924iApproximate average salary by contribution assumption: employee only about $473,104 at 4% or $315,402 at 6%; with 50% employer match about $315,402 at 4% or $210,268 at 6%; with 100% employer match about $236,552 at 4% or $157,701 at 6%.
Centerline Wealth Advisors 401(K) Plan-7$2,172,207$132,469$18,924iApproximate average salary by contribution assumption: employee only about $473,104 at 4% or $315,402 at 6%; with 50% employer match about $315,402 at 4% or $210,268 at 6%; with 100% employer match about $236,552 at 4% or $157,701 at 6%.
202016$1,813,193$133,221$22,204iApproximate average salary by contribution assumption: employee only about $555,088 at 4% or $370,058 at 6%; with 50% employer match about $370,058 at 4% or $246,706 at 6%; with 100% employer match about $277,544 at 4% or $185,029 at 6%.
Centerline Wealth Advisors 401(K) Plan-6$1,813,193$133,221$22,204iApproximate average salary by contribution assumption: employee only about $555,088 at 4% or $370,058 at 6%; with 50% employer match about $370,058 at 4% or $246,706 at 6%; with 100% employer match about $277,544 at 4% or $185,029 at 6%.
201916$1,531,202$140,856$23,476iApproximate average salary by contribution assumption: employee only about $586,900 at 4% or $391,267 at 6%; with 50% employer match about $391,267 at 4% or $260,844 at 6%; with 100% employer match about $293,450 at 4% or $195,633 at 6%.
Centerline Wealth Advisors 401(K) Plan-6$1,531,202$140,856$23,476iApproximate average salary by contribution assumption: employee only about $586,900 at 4% or $391,267 at 6%; with 50% employer match about $391,267 at 4% or $260,844 at 6%; with 100% employer match about $293,450 at 4% or $195,633 at 6%.
201815$1,152,580$117,831$23,566iApproximate average salary by contribution assumption: employee only about $589,155 at 4% or $392,770 at 6%; with 50% employer match about $392,770 at 4% or $261,847 at 6%; with 100% employer match about $294,578 at 4% or $196,385 at 6%.
Centerline Wealth Advisors 401(K) Plan-5$1,152,580$117,831$23,566iApproximate average salary by contribution assumption: employee only about $589,155 at 4% or $392,770 at 6%; with 50% employer match about $392,770 at 4% or $261,847 at 6%; with 100% employer match about $294,578 at 4% or $196,385 at 6%.
201715$1,110,130$106,726$21,345iApproximate average salary by contribution assumption: employee only about $533,630 at 4% or $355,753 at 6%; with 50% employer match about $355,753 at 4% or $237,169 at 6%; with 100% employer match about $266,815 at 4% or $177,877 at 6%.
Centerline Wealth Advisors 401(K) Plan-5$1,110,130$106,726$21,345iApproximate average salary by contribution assumption: employee only about $533,630 at 4% or $355,753 at 6%; with 50% employer match about $355,753 at 4% or $237,169 at 6%; with 100% employer match about $266,815 at 4% or $177,877 at 6%.
201615$841,761$125,503$25,101iApproximate average salary by contribution assumption: employee only about $627,515 at 4% or $418,343 at 6%; with 50% employer match about $418,343 at 4% or $278,896 at 6%; with 100% employer match about $313,758 at 4% or $209,172 at 6%.
Centerline Wealth Advisors 401(K) Plan-5$841,761$125,503$25,101iApproximate average salary by contribution assumption: employee only about $627,515 at 4% or $418,343 at 6%; with 50% employer match about $418,343 at 4% or $278,896 at 6%; with 100% employer match about $313,758 at 4% or $209,172 at 6%.
201515$664,800$675,166$135,033iApproximate average salary by contribution assumption: employee only about $3,375,830 at 4% or $2,250,553 at 6%; with 50% employer match about $2,250,553 at 4% or $1,500,369 at 6%; with 100% employer match about $1,687,915 at 4% or $1,125,277 at 6%.
Centerline Wealth Advisors 401(K) Plan-5$664,800$675,166$135,033iApproximate average salary by contribution assumption: employee only about $3,375,830 at 4% or $2,250,553 at 6%; with 50% employer match about $2,250,553 at 4% or $1,500,369 at 6%; with 100% employer match about $1,687,915 at 4% or $1,125,277 at 6%.