Civic Intelligence

Novare Capital Management LLC

Plan context: Novare Capital Management LLC 401(K) Profit Sharing Plan

EIN 56-2170372 • Charlotte, NC • 17 filings • 3 plans

521 E. Morehead St., Ste. 510Charlotte, NC 28202
Current Snapshot

Latest Year

2021

2021 Participants

18

2021 Assets

$9,424,735

2021 Contributions

$946,902

Historical Graphs

Total Assets Over Time

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

$9,424,735$4,712,368$0200420132021YearValue
$9,424,735Latest year 2021

Participants Over Time

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

1890200420132021YearValue
18Latest year 2021

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
2021118$9,424,735$946,902$52,606iApproximate average salary by contribution assumption: employee only about $1,315,142 at 4% or $876,761 at 6%; with 50% employer match about $876,761 at 4% or $584,507 at 6%; with 100% employer match about $657,571 at 4% or $438,381 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-18$9,424,735$946,902$52,606iApproximate average salary by contribution assumption: employee only about $1,315,142 at 4% or $876,761 at 6%; with 50% employer match about $876,761 at 4% or $584,507 at 6%; with 100% employer match about $657,571 at 4% or $438,381 at 6%.
2020114$7,646,133$611,859$43,704iApproximate average salary by contribution assumption: employee only about $1,092,605 at 4% or $728,404 at 6%; with 50% employer match about $728,404 at 4% or $485,602 at 6%; with 100% employer match about $546,303 at 4% or $364,202 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-14$7,646,133$611,859$43,704iApproximate average salary by contribution assumption: employee only about $1,092,605 at 4% or $728,404 at 6%; with 50% employer match about $728,404 at 4% or $485,602 at 6%; with 100% employer match about $546,303 at 4% or $364,202 at 6%.
2018114$4,282,223$541,511$38,679iApproximate average salary by contribution assumption: employee only about $966,984 at 4% or $644,656 at 6%; with 50% employer match about $644,656 at 4% or $429,771 at 6%; with 100% employer match about $483,492 at 4% or $322,328 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-14$4,282,223$541,511$38,679iApproximate average salary by contribution assumption: employee only about $966,984 at 4% or $644,656 at 6%; with 50% employer match about $644,656 at 4% or $429,771 at 6%; with 100% employer match about $483,492 at 4% or $322,328 at 6%.
2017113$3,988,600$411,764$31,674iApproximate average salary by contribution assumption: employee only about $791,854 at 4% or $527,903 at 6%; with 50% employer match about $527,903 at 4% or $351,935 at 6%; with 100% employer match about $395,927 at 4% or $263,951 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-13$3,988,600$411,764$31,674iApproximate average salary by contribution assumption: employee only about $791,854 at 4% or $527,903 at 6%; with 50% employer match about $527,903 at 4% or $351,935 at 6%; with 100% employer match about $395,927 at 4% or $263,951 at 6%.
2016111$3,018,314$393,189$35,744iApproximate average salary by contribution assumption: employee only about $893,611 at 4% or $595,741 at 6%; with 50% employer match about $595,741 at 4% or $397,161 at 6%; with 100% employer match about $446,806 at 4% or $297,870 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-11$3,018,314$393,189$35,744iApproximate average salary by contribution assumption: employee only about $893,611 at 4% or $595,741 at 6%; with 50% employer match about $595,741 at 4% or $397,161 at 6%; with 100% employer match about $446,806 at 4% or $297,870 at 6%.
2015110$2,353,826$391,387$39,139iApproximate average salary by contribution assumption: employee only about $978,467 at 4% or $652,312 at 6%; with 50% employer match about $652,312 at 4% or $434,874 at 6%; with 100% employer match about $489,234 at 4% or $326,156 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-10$2,353,826$391,387$39,139iApproximate average salary by contribution assumption: employee only about $978,467 at 4% or $652,312 at 6%; with 50% employer match about $652,312 at 4% or $434,874 at 6%; with 100% employer match about $489,234 at 4% or $326,156 at 6%.
2014110$2,184,051$350,069$35,007iApproximate average salary by contribution assumption: employee only about $875,173 at 4% or $583,448 at 6%; with 50% employer match about $583,448 at 4% or $388,966 at 6%; with 100% employer match about $437,586 at 4% or $291,724 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-10$2,184,051$350,069$35,007iApproximate average salary by contribution assumption: employee only about $875,173 at 4% or $583,448 at 6%; with 50% employer match about $583,448 at 4% or $388,966 at 6%; with 100% employer match about $437,586 at 4% or $291,724 at 6%.
201319$1,796,510$287,644$31,960iApproximate average salary by contribution assumption: employee only about $799,011 at 4% or $532,674 at 6%; with 50% employer match about $532,674 at 4% or $355,116 at 6%; with 100% employer match about $399,506 at 4% or $266,337 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-9$1,796,510$287,644$31,960iApproximate average salary by contribution assumption: employee only about $799,011 at 4% or $532,674 at 6%; with 50% employer match about $532,674 at 4% or $355,116 at 6%; with 100% employer match about $399,506 at 4% or $266,337 at 6%.
201217$1,232,305$253,957$36,280iApproximate average salary by contribution assumption: employee only about $906,989 at 4% or $604,660 at 6%; with 50% employer match about $604,660 at 4% or $403,106 at 6%; with 100% employer match about $453,495 at 4% or $302,330 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-7$1,232,305$253,957$36,280iApproximate average salary by contribution assumption: employee only about $906,989 at 4% or $604,660 at 6%; with 50% employer match about $604,660 at 4% or $403,106 at 6%; with 100% employer match about $453,495 at 4% or $302,330 at 6%.
201116$858,304$194,894$32,482iApproximate average salary by contribution assumption: employee only about $812,058 at 4% or $541,372 at 6%; with 50% employer match about $541,372 at 4% or $360,915 at 6%; with 100% employer match about $406,029 at 4% or $270,686 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-6$858,304$194,894$32,482iApproximate average salary by contribution assumption: employee only about $812,058 at 4% or $541,372 at 6%; with 50% employer match about $541,372 at 4% or $360,915 at 6%; with 100% employer match about $406,029 at 4% or $270,686 at 6%.
201016$674,843$170,189$28,365iApproximate average salary by contribution assumption: employee only about $709,121 at 4% or $472,747 at 6%; with 50% employer match about $472,747 at 4% or $315,165 at 6%; with 100% employer match about $354,560 at 4% or $236,374 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-6$674,843$170,189$28,365iApproximate average salary by contribution assumption: employee only about $709,121 at 4% or $472,747 at 6%; with 50% employer match about $472,747 at 4% or $315,165 at 6%; with 100% employer match about $354,560 at 4% or $236,374 at 6%.
200925$761,241$215,693$43,139iApproximate average salary by contribution assumption: employee only about $1,078,465 at 4% or $718,977 at 6%; with 50% employer match about $718,977 at 4% or $479,318 at 6%; with 100% employer match about $539,233 at 4% or $359,488 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-5$434,935$113,175$22,635iApproximate average salary by contribution assumption: employee only about $565,875 at 4% or $377,250 at 6%; with 50% employer match about $377,250 at 4% or $251,500 at 6%; with 100% employer match about $282,938 at 4% or $188,625 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-4$326,306$102,518$25,630iApproximate average salary by contribution assumption: employee only about $640,738 at 4% or $427,158 at 6%; with 50% employer match about $427,158 at 4% or $284,772 at 6%; with 100% employer match about $320,369 at 4% or $213,579 at 6%.
200815$236,848$54,615$10,923iApproximate average salary by contribution assumption: employee only about $273,075 at 4% or $182,050 at 6%; with 50% employer match about $182,050 at 4% or $121,367 at 6%; with 100% employer match about $136,538 at 4% or $91,025 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-5$236,848$54,615$10,923iApproximate average salary by contribution assumption: employee only about $273,075 at 4% or $182,050 at 6%; with 50% employer match about $182,050 at 4% or $121,367 at 6%; with 100% employer match about $136,538 at 4% or $91,025 at 6%.
200615$225,662$97,484$19,497iApproximate average salary by contribution assumption: employee only about $487,420 at 4% or $324,947 at 6%; with 50% employer match about $324,947 at 4% or $216,631 at 6%; with 100% employer match about $243,710 at 4% or $162,473 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-5$225,662$97,484$19,497iApproximate average salary by contribution assumption: employee only about $487,420 at 4% or $324,947 at 6%; with 50% employer match about $324,947 at 4% or $216,631 at 6%; with 100% employer match about $243,710 at 4% or $162,473 at 6%.
200513$102,849$51,406$17,135iApproximate average salary by contribution assumption: employee only about $428,383 at 4% or $285,589 at 6%; with 50% employer match about $285,589 at 4% or $190,393 at 6%; with 100% employer match about $214,192 at 4% or $142,794 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-3$102,849$51,406$17,135iApproximate average salary by contribution assumption: employee only about $428,383 at 4% or $285,589 at 6%; with 50% employer match about $285,589 at 4% or $190,393 at 6%; with 100% employer match about $214,192 at 4% or $142,794 at 6%.
200413$45,186$45,159$15,053iApproximate average salary by contribution assumption: employee only about $376,325 at 4% or $250,883 at 6%; with 50% employer match about $250,883 at 4% or $167,256 at 6%; with 100% employer match about $188,163 at 4% or $125,442 at 6%.
Novare Capital Management LLC 401(K) Profit Sharing Plan-3$45,186$45,159$15,053iApproximate average salary by contribution assumption: employee only about $376,325 at 4% or $250,883 at 6%; with 50% employer match about $250,883 at 4% or $167,256 at 6%; with 100% employer match about $188,163 at 4% or $125,442 at 6%.