Civic Intelligence

AVANCE CAPITAL LLC

Plan context: AVANCE CAPITAL 401(K) PLAN

EIN 47-5281312 • Newton Center, MA • 6 filings • 1 plans

831 Beacon Street205Newton Center, MA 02459
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$46,169

2025 Contributions

$6,691

Historical Graphs

Total Assets Over Time

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

$62,168$31,084$0202020232025YearValue
$46,169Latest year 2025

Participants Over Time

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

950202020232025YearValue
7Latest 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
202517$46,169$6,691$956iApproximate average salary by contribution assumption: employee only about $23,896 at 4% or $15,931 at 6%; with 50% employer match about $15,931 at 4% or $10,621 at 6%; with 100% employer match about $11,948 at 4% or $7,965 at 6%.
AVANCE CAPITAL 401(K) PLAN-7$46,169$6,691$956iApproximate average salary by contribution assumption: employee only about $23,896 at 4% or $15,931 at 6%; with 50% employer match about $15,931 at 4% or $10,621 at 6%; with 100% employer match about $11,948 at 4% or $7,965 at 6%.
202417$62,168$8,063$1,152iApproximate average salary by contribution assumption: employee only about $28,796 at 4% or $19,198 at 6%; with 50% employer match about $19,198 at 4% or $12,798 at 6%; with 100% employer match about $14,398 at 4% or $9,599 at 6%.
AVANCE CAPITAL 401(K) PLAN-7$62,168$8,063$1,152iApproximate average salary by contribution assumption: employee only about $28,796 at 4% or $19,198 at 6%; with 50% employer match about $19,198 at 4% or $12,798 at 6%; with 100% employer match about $14,398 at 4% or $9,599 at 6%.
202317$48,271$25,287$3,612iApproximate average salary by contribution assumption: employee only about $90,311 at 4% or $60,207 at 6%; with 50% employer match about $60,207 at 4% or $40,138 at 6%; with 100% employer match about $45,155 at 4% or $30,104 at 6%.
AVANCE CAPITAL 401(K) PLAN-7$48,271$25,287$3,612iApproximate average salary by contribution assumption: employee only about $90,311 at 4% or $60,207 at 6%; with 50% employer match about $60,207 at 4% or $40,138 at 6%; with 100% employer match about $45,155 at 4% or $30,104 at 6%.
202216$17,393$12,083$2,014iApproximate average salary by contribution assumption: employee only about $50,346 at 4% or $33,564 at 6%; with 50% employer match about $33,564 at 4% or $22,376 at 6%; with 100% employer match about $25,173 at 4% or $16,782 at 6%.
AVANCE CAPITAL 401(K) PLAN-6$17,393$12,083$2,014iApproximate average salary by contribution assumption: employee only about $50,346 at 4% or $33,564 at 6%; with 50% employer match about $33,564 at 4% or $22,376 at 6%; with 100% employer match about $25,173 at 4% or $16,782 at 6%.
202119$9,847$10,241$1,138iApproximate average salary by contribution assumption: employee only about $28,447 at 4% or $18,965 at 6%; with 50% employer match about $18,965 at 4% or $12,643 at 6%; with 100% employer match about $14,224 at 4% or $9,482 at 6%.
AVANCE CAPITAL 401(K) PLAN-9$9,847$10,241$1,138iApproximate average salary by contribution assumption: employee only about $28,447 at 4% or $18,965 at 6%; with 50% employer match about $18,965 at 4% or $12,643 at 6%; with 100% employer match about $14,224 at 4% or $9,482 at 6%.
202016$2,896$2,737$456iApproximate average salary by contribution assumption: employee only about $11,404 at 4% or $7,603 at 6%; with 50% employer match about $7,603 at 4% or $5,069 at 6%; with 100% employer match about $5,702 at 4% or $3,801 at 6%.
AVANCE CAPITAL 401(K) PLAN-6$2,896$2,737$456iApproximate average salary by contribution assumption: employee only about $11,404 at 4% or $7,603 at 6%; with 50% employer match about $7,603 at 4% or $5,069 at 6%; with 100% employer match about $5,702 at 4% or $3,801 at 6%.