Civic Intelligence

Akre Capital Management

Plan context: Akre Capital Management 401(K) Plan

EIN 54-1968332 • Middleburg, VA • 28 filings • 3 plans

P.O. Box 998Middleburg, VA 20118
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$15,903,755

2024 Contributions

$880,119

Historical Graphs

Total Assets Over Time

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

$15,903,755$7,951,878$0200020132024YearValue
$15,903,755Latest year 2024

Participants Over Time

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

1680200020122024YearValue
14Latest 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
2024114$15,903,755$880,119$62,866iApproximate average salary by contribution assumption: employee only about $1,571,641 at 4% or $1,047,761 at 6%; with 50% employer match about $1,047,761 at 4% or $698,507 at 6%; with 100% employer match about $785,821 at 4% or $523,880 at 6%.
Akre Capital Management 401(K) Plan-14$15,903,755$880,119$62,866iApproximate average salary by contribution assumption: employee only about $1,571,641 at 4% or $1,047,761 at 6%; with 50% employer match about $1,047,761 at 4% or $698,507 at 6%; with 100% employer match about $785,821 at 4% or $523,880 at 6%.
2023115$15,223,856$757,936$50,529iApproximate average salary by contribution assumption: employee only about $1,263,227 at 4% or $842,151 at 6%; with 50% employer match about $842,151 at 4% or $561,434 at 6%; with 100% employer match about $631,613 at 4% or $421,076 at 6%.
Akre Capital Management 401(K) Plan-15$15,223,856$757,936$50,529iApproximate average salary by contribution assumption: employee only about $1,263,227 at 4% or $842,151 at 6%; with 50% employer match about $842,151 at 4% or $561,434 at 6%; with 100% employer match about $631,613 at 4% or $421,076 at 6%.
2022114$11,190,517$778,020$55,573iApproximate average salary by contribution assumption: employee only about $1,389,321 at 4% or $926,214 at 6%; with 50% employer match about $926,214 at 4% or $617,476 at 6%; with 100% employer match about $694,661 at 4% or $463,107 at 6%.
Akre Capital Management 401(K) Plan-14$11,190,517$778,020$55,573iApproximate average salary by contribution assumption: employee only about $1,389,321 at 4% or $926,214 at 6%; with 50% employer match about $926,214 at 4% or $617,476 at 6%; with 100% employer match about $694,661 at 4% or $463,107 at 6%.
2021115$13,775,832$930,706$62,047iApproximate average salary by contribution assumption: employee only about $1,551,177 at 4% or $1,034,118 at 6%; with 50% employer match about $1,034,118 at 4% or $689,412 at 6%; with 100% employer match about $775,588 at 4% or $517,059 at 6%.
Akre Capital Management 401(K) Plan-15$13,775,832$930,706$62,047iApproximate average salary by contribution assumption: employee only about $1,551,177 at 4% or $1,034,118 at 6%; with 50% employer match about $1,034,118 at 4% or $689,412 at 6%; with 100% employer match about $775,588 at 4% or $517,059 at 6%.
2020115$10,630,572$700,221$46,681iApproximate average salary by contribution assumption: employee only about $1,167,035 at 4% or $778,023 at 6%; with 50% employer match about $778,023 at 4% or $518,682 at 6%; with 100% employer match about $583,518 at 4% or $389,012 at 6%.
Akre Capital Management 401(K) Plan-15$10,630,572$700,221$46,681iApproximate average salary by contribution assumption: employee only about $1,167,035 at 4% or $778,023 at 6%; with 50% employer match about $778,023 at 4% or $518,682 at 6%; with 100% employer match about $583,518 at 4% or $389,012 at 6%.
2019115$9,558,600$696,680$46,445iApproximate average salary by contribution assumption: employee only about $1,161,133 at 4% or $774,089 at 6%; with 50% employer match about $774,089 at 4% or $516,059 at 6%; with 100% employer match about $580,567 at 4% or $387,044 at 6%.
Akre Capital Management 401(K) Plan-15$9,558,600$696,680$46,445iApproximate average salary by contribution assumption: employee only about $1,161,133 at 4% or $774,089 at 6%; with 50% employer match about $774,089 at 4% or $516,059 at 6%; with 100% employer match about $580,567 at 4% or $387,044 at 6%.
2018116$7,582,346$788,000$49,250iApproximate average salary by contribution assumption: employee only about $1,231,250 at 4% or $820,833 at 6%; with 50% employer match about $820,833 at 4% or $547,222 at 6%; with 100% employer match about $615,625 at 4% or $410,417 at 6%.
Akre Capital Management 401(K) Plan-16$7,582,346$788,000$49,250iApproximate average salary by contribution assumption: employee only about $1,231,250 at 4% or $820,833 at 6%; with 50% employer match about $820,833 at 4% or $547,222 at 6%; with 100% employer match about $615,625 at 4% or $410,417 at 6%.
2017116$6,655,251$752,500$47,031iApproximate average salary by contribution assumption: employee only about $1,175,781 at 4% or $783,854 at 6%; with 50% employer match about $783,854 at 4% or $522,569 at 6%; with 100% employer match about $587,891 at 4% or $391,927 at 6%.
Akre Capital Management 401(K) Plan-16$6,655,251$752,500$47,031iApproximate average salary by contribution assumption: employee only about $1,175,781 at 4% or $783,854 at 6%; with 50% employer match about $783,854 at 4% or $522,569 at 6%; with 100% employer match about $587,891 at 4% or $391,927 at 6%.
2016115$4,667,282$699,273$46,618iApproximate average salary by contribution assumption: employee only about $1,165,455 at 4% or $776,970 at 6%; with 50% employer match about $776,970 at 4% or $517,980 at 6%; with 100% employer match about $582,728 at 4% or $388,485 at 6%.
Akre Capital Management 401(K) Plan-15$4,667,282$699,273$46,618iApproximate average salary by contribution assumption: employee only about $1,165,455 at 4% or $776,970 at 6%; with 50% employer match about $776,970 at 4% or $517,980 at 6%; with 100% employer match about $582,728 at 4% or $388,485 at 6%.
2015116$3,739,298$690,900$43,181iApproximate average salary by contribution assumption: employee only about $1,079,531 at 4% or $719,688 at 6%; with 50% employer match about $719,688 at 4% or $479,792 at 6%; with 100% employer match about $539,766 at 4% or $359,844 at 6%.
Akre Capital Management 401(K) Plan-16$3,739,298$690,900$43,181iApproximate average salary by contribution assumption: employee only about $1,079,531 at 4% or $719,688 at 6%; with 50% employer match about $719,688 at 4% or $479,792 at 6%; with 100% employer match about $539,766 at 4% or $359,844 at 6%.
2014116$3,066,044$577,970$36,123iApproximate average salary by contribution assumption: employee only about $903,078 at 4% or $602,052 at 6%; with 50% employer match about $602,052 at 4% or $401,368 at 6%; with 100% employer match about $451,539 at 4% or $301,026 at 6%.
Akre Capital Management 401(K) Plan-16$3,066,044$577,970$36,123iApproximate average salary by contribution assumption: employee only about $903,078 at 4% or $602,052 at 6%; with 50% employer match about $602,052 at 4% or $401,368 at 6%; with 100% employer match about $451,539 at 4% or $301,026 at 6%.
2013115$2,235,259$423,254$28,217iApproximate average salary by contribution assumption: employee only about $705,423 at 4% or $470,282 at 6%; with 50% employer match about $470,282 at 4% or $313,521 at 6%; with 100% employer match about $352,712 at 4% or $235,141 at 6%.
Akre Capital Management 401(K) Plan-15$2,235,259$423,254$28,217iApproximate average salary by contribution assumption: employee only about $705,423 at 4% or $470,282 at 6%; with 50% employer match about $470,282 at 4% or $313,521 at 6%; with 100% employer match about $352,712 at 4% or $235,141 at 6%.
2012111$2,144,890$302,136$27,467iApproximate average salary by contribution assumption: employee only about $686,673 at 4% or $457,782 at 6%; with 50% employer match about $457,782 at 4% or $305,188 at 6%; with 100% employer match about $343,336 at 4% or $228,891 at 6%.
Akre Capital Management 401(K) Plan-11$2,144,890$302,136$27,467iApproximate average salary by contribution assumption: employee only about $686,673 at 4% or $457,782 at 6%; with 50% employer match about $457,782 at 4% or $305,188 at 6%; with 100% employer match about $343,336 at 4% or $228,891 at 6%.
2011110$1,739,898$273,975$27,398iApproximate average salary by contribution assumption: employee only about $684,938 at 4% or $456,625 at 6%; with 50% employer match about $456,625 at 4% or $304,417 at 6%; with 100% employer match about $342,469 at 4% or $228,313 at 6%.
Akre Capital Management 401(K) Plan-10$1,739,898$273,975$27,398iApproximate average salary by contribution assumption: employee only about $684,938 at 4% or $456,625 at 6%; with 50% employer match about $456,625 at 4% or $304,417 at 6%; with 100% employer match about $342,469 at 4% or $228,313 at 6%.
2010111$1,624,083$240,755$21,887iApproximate average salary by contribution assumption: employee only about $547,170 at 4% or $364,780 at 6%; with 50% employer match about $364,780 at 4% or $243,187 at 6%; with 100% employer match about $273,585 at 4% or $182,390 at 6%.
Akre Capital Management 401(K) Plan-11$1,624,083$240,755$21,887iApproximate average salary by contribution assumption: employee only about $547,170 at 4% or $364,780 at 6%; with 50% employer match about $364,780 at 4% or $243,187 at 6%; with 100% employer match about $273,585 at 4% or $182,390 at 6%.
2009110$1,346,334$184,106$18,411iApproximate average salary by contribution assumption: employee only about $460,265 at 4% or $306,843 at 6%; with 50% employer match about $306,843 at 4% or $204,562 at 6%; with 100% employer match about $230,132 at 4% or $153,422 at 6%.
Akre Capital Management 401(K) Plan-10$1,346,334$184,106$18,411iApproximate average salary by contribution assumption: employee only about $460,265 at 4% or $306,843 at 6%; with 50% employer match about $306,843 at 4% or $204,562 at 6%; with 100% employer match about $230,132 at 4% or $153,422 at 6%.
200818$868,206$219,380$27,423iApproximate average salary by contribution assumption: employee only about $685,563 at 4% or $457,042 at 6%; with 50% employer match about $457,042 at 4% or $304,694 at 6%; with 100% employer match about $342,781 at 4% or $228,521 at 6%.
Akre Capital Management 401(K) Plan-8$868,206$219,380$27,423iApproximate average salary by contribution assumption: employee only about $685,563 at 4% or $457,042 at 6%; with 50% employer match about $457,042 at 4% or $304,694 at 6%; with 100% employer match about $342,781 at 4% or $228,521 at 6%.
200718$933,039$221,801$27,725iApproximate average salary by contribution assumption: employee only about $693,128 at 4% or $462,085 at 6%; with 50% employer match about $462,085 at 4% or $308,057 at 6%; with 100% employer match about $346,564 at 4% or $231,043 at 6%.
Akre Capital Management 401(K) Plan-8$933,039$221,801$27,725iApproximate average salary by contribution assumption: employee only about $693,128 at 4% or $462,085 at 6%; with 50% employer match about $462,085 at 4% or $308,057 at 6%; with 100% employer match about $346,564 at 4% or $231,043 at 6%.
200618$722,061$205,352$25,669iApproximate average salary by contribution assumption: employee only about $641,725 at 4% or $427,817 at 6%; with 50% employer match about $427,817 at 4% or $285,211 at 6%; with 100% employer match about $320,863 at 4% or $213,908 at 6%.
Akre Capital Management 401(K) Plan-8$722,061$205,352$25,669iApproximate average salary by contribution assumption: employee only about $641,725 at 4% or $427,817 at 6%; with 50% employer match about $427,817 at 4% or $285,211 at 6%; with 100% employer match about $320,863 at 4% or $213,908 at 6%.
200528$460,543$173,652$21,707iApproximate average salary by contribution assumption: employee only about $542,663 at 4% or $361,775 at 6%; with 50% employer match about $361,775 at 4% or $241,183 at 6%; with 100% employer match about $271,331 at 4% or $180,888 at 6%.
Akre Capital Management 401(K) Plan-8$460,543$140,023$17,503iApproximate average salary by contribution assumption: employee only about $437,572 at 4% or $291,715 at 6%; with 50% employer match about $291,715 at 4% or $194,476 at 6%; with 100% employer match about $218,786 at 4% or $145,857 at 6%.
AKRE CAPITAL MANAGEMENT PENSION PLAN-0-$33,629-
200429$1,777,088$366,331$40,703iApproximate average salary by contribution assumption: employee only about $1,017,586 at 4% or $678,391 at 6%; with 50% employer match about $678,391 at 4% or $452,260 at 6%; with 100% employer match about $508,793 at 4% or $339,195 at 6%.
AKRE CAPITAL MANAGEMENT PENSION PLAN-4$1,421,712$52,491$13,123iApproximate average salary by contribution assumption: employee only about $328,069 at 4% or $218,713 at 6%; with 50% employer match about $218,713 at 4% or $145,808 at 6%; with 100% employer match about $164,034 at 4% or $109,356 at 6%.
Akre Capital Management 401(K) Plan-9$355,376$313,840$34,871iApproximate average salary by contribution assumption: employee only about $871,778 at 4% or $581,185 at 6%; with 50% employer match about $581,185 at 4% or $387,457 at 6%; with 100% employer match about $435,889 at 4% or $290,593 at 6%.
200323$938,118$201,437$67,146iApproximate average salary by contribution assumption: employee only about $1,678,642 at 4% or $1,119,094 at 6%; with 50% employer match about $1,119,094 at 4% or $746,063 at 6%; with 100% employer match about $839,321 at 4% or $559,547 at 6%.
AKRE CAPITAL MANAGEMENT PENSION PLAN-3$938,118$201,437$67,146iApproximate average salary by contribution assumption: employee only about $1,678,642 at 4% or $1,119,094 at 6%; with 50% employer match about $1,119,094 at 4% or $746,063 at 6%; with 100% employer match about $839,321 at 4% or $559,547 at 6%.
Akre Capital Management 401(K) Plan-3---
200213$458,837$137,335$45,778iApproximate average salary by contribution assumption: employee only about $1,144,458 at 4% or $762,972 at 6%; with 50% employer match about $762,972 at 4% or $508,648 at 6%; with 100% employer match about $572,229 at 4% or $381,486 at 6%.
AKRE CAPITAL MANAGEMENT PENSION PLAN-3$458,837$137,335$45,778iApproximate average salary by contribution assumption: employee only about $1,144,458 at 4% or $762,972 at 6%; with 50% employer match about $762,972 at 4% or $508,648 at 6%; with 100% employer match about $572,229 at 4% or $381,486 at 6%.
200113$0$0-
AKRE CAPITAL MANAGEMENT PENSION PLAN-3---
200013$133,683$133,683$44,561iApproximate average salary by contribution assumption: employee only about $1,114,025 at 4% or $742,683 at 6%; with 50% employer match about $742,683 at 4% or $495,122 at 6%; with 100% employer match about $557,013 at 4% or $371,342 at 6%.
AKRE CAPITAL MANAGEMENT PENSION PLAN-3$133,683$133,683$44,561iApproximate average salary by contribution assumption: employee only about $1,114,025 at 4% or $742,683 at 6%; with 50% employer match about $742,683 at 4% or $495,122 at 6%; with 100% employer match about $557,013 at 4% or $371,342 at 6%.