Civic Intelligence

Stokes Capital Advisors LLC

Plan context: Stokes Capital Advisors LLC 401(K) Profit Sharing Plan

EIN 47-5459172 • Greenwood, SC • 9 filings • 1 plans

101 Venture CourtGreenwood, SC 29649
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,369,962

2025 Contributions

$142,702

Historical Graphs

Total Assets Over Time

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

$3,369,962$1,684,981$0201720212025YearValue
$3,369,962Latest year 2025

Participants Over Time

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

420201720212025YearValue
3Latest 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
202513$3,369,962$142,702$47,567iApproximate average salary by contribution assumption: employee only about $1,189,183 at 4% or $792,789 at 6%; with 50% employer match about $792,789 at 4% or $528,526 at 6%; with 100% employer match about $594,592 at 4% or $396,394 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-3$3,369,962$142,702$47,567iApproximate average salary by contribution assumption: employee only about $1,189,183 at 4% or $792,789 at 6%; with 50% employer match about $792,789 at 4% or $528,526 at 6%; with 100% employer match about $594,592 at 4% or $396,394 at 6%.
202413$2,927,246$143,800$47,933iApproximate average salary by contribution assumption: employee only about $1,198,333 at 4% or $798,889 at 6%; with 50% employer match about $798,889 at 4% or $532,593 at 6%; with 100% employer match about $599,167 at 4% or $399,444 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-3$2,927,246$143,800$47,933iApproximate average salary by contribution assumption: employee only about $1,198,333 at 4% or $798,889 at 6%; with 50% employer match about $798,889 at 4% or $532,593 at 6%; with 100% employer match about $599,167 at 4% or $399,444 at 6%.
202314$2,641,787$165,694$41,424iApproximate average salary by contribution assumption: employee only about $1,035,588 at 4% or $690,392 at 6%; with 50% employer match about $690,392 at 4% or $460,261 at 6%; with 100% employer match about $517,794 at 4% or $345,196 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-4$2,641,787$165,694$41,424iApproximate average salary by contribution assumption: employee only about $1,035,588 at 4% or $690,392 at 6%; with 50% employer match about $690,392 at 4% or $460,261 at 6%; with 100% employer match about $517,794 at 4% or $345,196 at 6%.
202214$2,206,066$149,639$37,410iApproximate average salary by contribution assumption: employee only about $935,244 at 4% or $623,496 at 6%; with 50% employer match about $623,496 at 4% or $415,664 at 6%; with 100% employer match about $467,622 at 4% or $311,748 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-4$2,206,066$149,639$37,410iApproximate average salary by contribution assumption: employee only about $935,244 at 4% or $623,496 at 6%; with 50% employer match about $623,496 at 4% or $415,664 at 6%; with 100% employer match about $467,622 at 4% or $311,748 at 6%.
202114$2,210,053$186,717$46,679iApproximate average salary by contribution assumption: employee only about $1,166,981 at 4% or $777,988 at 6%; with 50% employer match about $777,988 at 4% or $518,658 at 6%; with 100% employer match about $583,491 at 4% or $388,994 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-4$2,210,053$186,717$46,679iApproximate average salary by contribution assumption: employee only about $1,166,981 at 4% or $777,988 at 6%; with 50% employer match about $777,988 at 4% or $518,658 at 6%; with 100% employer match about $583,491 at 4% or $388,994 at 6%.
202014$1,601,265$217,892$54,473iApproximate average salary by contribution assumption: employee only about $1,361,825 at 4% or $907,883 at 6%; with 50% employer match about $907,883 at 4% or $605,256 at 6%; with 100% employer match about $680,913 at 4% or $453,942 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-4$1,601,265$217,892$54,473iApproximate average salary by contribution assumption: employee only about $1,361,825 at 4% or $907,883 at 6%; with 50% employer match about $907,883 at 4% or $605,256 at 6%; with 100% employer match about $680,913 at 4% or $453,942 at 6%.
201914$1,174,479$141,992$35,498iApproximate average salary by contribution assumption: employee only about $887,450 at 4% or $591,633 at 6%; with 50% employer match about $591,633 at 4% or $394,422 at 6%; with 100% employer match about $443,725 at 4% or $295,817 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-4$1,174,479$141,992$35,498iApproximate average salary by contribution assumption: employee only about $887,450 at 4% or $591,633 at 6%; with 50% employer match about $591,633 at 4% or $394,422 at 6%; with 100% employer match about $443,725 at 4% or $295,817 at 6%.
201814$778,315$92,543$23,136iApproximate average salary by contribution assumption: employee only about $578,394 at 4% or $385,596 at 6%; with 50% employer match about $385,596 at 4% or $257,064 at 6%; with 100% employer match about $289,197 at 4% or $192,798 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-4$778,315$92,543$23,136iApproximate average salary by contribution assumption: employee only about $578,394 at 4% or $385,596 at 6%; with 50% employer match about $385,596 at 4% or $257,064 at 6%; with 100% employer match about $289,197 at 4% or $192,798 at 6%.
201714$719,171$692,077$173,019iApproximate average salary by contribution assumption: employee only about $4,325,481 at 4% or $2,883,654 at 6%; with 50% employer match about $2,883,654 at 4% or $1,922,436 at 6%; with 100% employer match about $2,162,741 at 4% or $1,441,827 at 6%.
Stokes Capital Advisors LLC 401(K) Profit Sharing Plan-4$719,171$692,077$173,019iApproximate average salary by contribution assumption: employee only about $4,325,481 at 4% or $2,883,654 at 6%; with 50% employer match about $2,883,654 at 4% or $1,922,436 at 6%; with 100% employer match about $2,162,741 at 4% or $1,441,827 at 6%.