Seg Capital Advisors LLC
Plan context: Seg Capital Advisors LLC 401(K) Plan
EIN 47-5229467 • Encinitas, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$4,786,809
2024 Contributions
$311,197
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $4,786,809 | $311,197 | $12,967iApproximate average salary by contribution assumption: employee only about $324,164 at 4% or $216,109 at 6%; with 50% employer match about $216,109 at 4% or $144,073 at 6%; with 100% employer match about $162,082 at 4% or $108,055 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 24 | $4,786,809 | $311,197 | $12,967iApproximate average salary by contribution assumption: employee only about $324,164 at 4% or $216,109 at 6%; with 50% employer match about $216,109 at 4% or $144,073 at 6%; with 100% employer match about $162,082 at 4% or $108,055 at 6%. |
| 2023 | 1 | 23 | $3,985,514 | $242,745 | $10,554iApproximate average salary by contribution assumption: employee only about $263,853 at 4% or $175,902 at 6%; with 50% employer match about $175,902 at 4% or $117,268 at 6%; with 100% employer match about $131,927 at 4% or $87,951 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 23 | $3,985,514 | $242,745 | $10,554iApproximate average salary by contribution assumption: employee only about $263,853 at 4% or $175,902 at 6%; with 50% employer match about $175,902 at 4% or $117,268 at 6%; with 100% employer match about $131,927 at 4% or $87,951 at 6%. |
| 2022 | 1 | 22 | $3,127,548 | $279,343 | $12,697iApproximate average salary by contribution assumption: employee only about $317,435 at 4% or $211,623 at 6%; with 50% employer match about $211,623 at 4% or $141,082 at 6%; with 100% employer match about $158,718 at 4% or $105,812 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 22 | $3,127,548 | $279,343 | $12,697iApproximate average salary by contribution assumption: employee only about $317,435 at 4% or $211,623 at 6%; with 50% employer match about $211,623 at 4% or $141,082 at 6%; with 100% employer match about $158,718 at 4% or $105,812 at 6%. |
| 2021 | 1 | 17 | $3,637,962 | $300,970 | $17,704iApproximate average salary by contribution assumption: employee only about $442,603 at 4% or $295,069 at 6%; with 50% employer match about $295,069 at 4% or $196,712 at 6%; with 100% employer match about $221,301 at 4% or $147,534 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 17 | $3,637,962 | $300,970 | $17,704iApproximate average salary by contribution assumption: employee only about $442,603 at 4% or $295,069 at 6%; with 50% employer match about $295,069 at 4% or $196,712 at 6%; with 100% employer match about $221,301 at 4% or $147,534 at 6%. |
| 2020 | 1 | 15 | $2,802,632 | $173,235 | $11,549iApproximate average salary by contribution assumption: employee only about $288,725 at 4% or $192,483 at 6%; with 50% employer match about $192,483 at 4% or $128,322 at 6%; with 100% employer match about $144,363 at 4% or $96,242 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 15 | $2,802,632 | $173,235 | $11,549iApproximate average salary by contribution assumption: employee only about $288,725 at 4% or $192,483 at 6%; with 50% employer match about $192,483 at 4% or $128,322 at 6%; with 100% employer match about $144,363 at 4% or $96,242 at 6%. |
| 2019 | 1 | 11 | $2,151,362 | $186,883 | $16,989iApproximate average salary by contribution assumption: employee only about $424,734 at 4% or $283,156 at 6%; with 50% employer match about $283,156 at 4% or $188,771 at 6%; with 100% employer match about $212,367 at 4% or $141,578 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 11 | $2,151,362 | $186,883 | $16,989iApproximate average salary by contribution assumption: employee only about $424,734 at 4% or $283,156 at 6%; with 50% employer match about $283,156 at 4% or $188,771 at 6%; with 100% employer match about $212,367 at 4% or $141,578 at 6%. |
| 2018 | 1 | 11 | $1,633,621 | $161,999 | $14,727iApproximate average salary by contribution assumption: employee only about $368,180 at 4% or $245,453 at 6%; with 50% employer match about $245,453 at 4% or $163,635 at 6%; with 100% employer match about $184,090 at 4% or $122,727 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 11 | $1,633,621 | $161,999 | $14,727iApproximate average salary by contribution assumption: employee only about $368,180 at 4% or $245,453 at 6%; with 50% employer match about $245,453 at 4% or $163,635 at 6%; with 100% employer match about $184,090 at 4% or $122,727 at 6%. |
| 2017 | 1 | 8 | $1,672,273 | $105,299 | $13,162iApproximate average salary by contribution assumption: employee only about $329,059 at 4% or $219,373 at 6%; with 50% employer match about $219,373 at 4% or $146,249 at 6%; with 100% employer match about $164,530 at 4% or $109,686 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 8 | $1,672,273 | $105,299 | $13,162iApproximate average salary by contribution assumption: employee only about $329,059 at 4% or $219,373 at 6%; with 50% employer match about $219,373 at 4% or $146,249 at 6%; with 100% employer match about $164,530 at 4% or $109,686 at 6%. |
| 2016 | 1 | 6 | $1,378,714 | $63,857 | $10,643iApproximate average salary by contribution assumption: employee only about $266,071 at 4% or $177,381 at 6%; with 50% employer match about $177,381 at 4% or $118,254 at 6%; with 100% employer match about $133,035 at 4% or $88,690 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 6 | $1,378,714 | $63,857 | $10,643iApproximate average salary by contribution assumption: employee only about $266,071 at 4% or $177,381 at 6%; with 50% employer match about $177,381 at 4% or $118,254 at 6%; with 100% employer match about $133,035 at 4% or $88,690 at 6%. |
| 2015 | 1 | 6 | $1,272,178 | $64,080 | $10,680iApproximate average salary by contribution assumption: employee only about $267,000 at 4% or $178,000 at 6%; with 50% employer match about $178,000 at 4% or $118,667 at 6%; with 100% employer match about $133,500 at 4% or $89,000 at 6%. |
| Seg Capital Advisors LLC 401(K) Plan | - | 6 | $1,272,178 | $64,080 | $10,680iApproximate average salary by contribution assumption: employee only about $267,000 at 4% or $178,000 at 6%; with 50% employer match about $178,000 at 4% or $118,667 at 6%; with 100% employer match about $133,500 at 4% or $89,000 at 6%. |