Civic Intelligence

Altrius Capital Management Inc.

Plan context: Altrius Capital Management Retirement Plan

EIN 56-2214376 • New Bern, NC • 12 filings • 1 plans

1323 Commerce DriveNew Bern, NC 28562
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$4,299,902

2025 Contributions

$321,374

Historical Graphs

Total Assets Over Time

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

$4,299,902$2,149,951$0201420202025YearValue
$4,299,902Latest year 2025

Participants Over Time

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

1790201420202025YearValue
17Latest 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
2025117$4,299,902$321,374$18,904iApproximate average salary by contribution assumption: employee only about $472,609 at 4% or $315,073 at 6%; with 50% employer match about $315,073 at 4% or $210,048 at 6%; with 100% employer match about $236,304 at 4% or $157,536 at 6%.
Altrius Capital Management Retirement Plan-17$4,299,902$321,374$18,904iApproximate average salary by contribution assumption: employee only about $472,609 at 4% or $315,073 at 6%; with 50% employer match about $315,073 at 4% or $210,048 at 6%; with 100% employer match about $236,304 at 4% or $157,536 at 6%.
2024115$3,480,605$330,405$22,027iApproximate average salary by contribution assumption: employee only about $550,675 at 4% or $367,117 at 6%; with 50% employer match about $367,117 at 4% or $244,744 at 6%; with 100% employer match about $275,338 at 4% or $183,558 at 6%.
Altrius Capital Management Retirement Plan-15$3,480,605$330,405$22,027iApproximate average salary by contribution assumption: employee only about $550,675 at 4% or $367,117 at 6%; with 50% employer match about $367,117 at 4% or $244,744 at 6%; with 100% employer match about $275,338 at 4% or $183,558 at 6%.
2023115$3,124,210$415,536$27,702iApproximate average salary by contribution assumption: employee only about $692,560 at 4% or $461,707 at 6%; with 50% employer match about $461,707 at 4% or $307,804 at 6%; with 100% employer match about $346,280 at 4% or $230,853 at 6%.
Altrius Capital Management Retirement Plan-15$3,124,210$415,536$27,702iApproximate average salary by contribution assumption: employee only about $692,560 at 4% or $461,707 at 6%; with 50% employer match about $461,707 at 4% or $307,804 at 6%; with 100% employer match about $346,280 at 4% or $230,853 at 6%.
2022113$2,551,426$313,856$24,143iApproximate average salary by contribution assumption: employee only about $603,569 at 4% or $402,379 at 6%; with 50% employer match about $402,379 at 4% or $268,253 at 6%; with 100% employer match about $301,785 at 4% or $201,190 at 6%.
Altrius Capital Management Retirement Plan-13$2,551,426$313,856$24,143iApproximate average salary by contribution assumption: employee only about $603,569 at 4% or $402,379 at 6%; with 50% employer match about $402,379 at 4% or $268,253 at 6%; with 100% employer match about $301,785 at 4% or $201,190 at 6%.
2021111$2,314,809$402,728$36,612iApproximate average salary by contribution assumption: employee only about $915,291 at 4% or $610,194 at 6%; with 50% employer match about $610,194 at 4% or $406,796 at 6%; with 100% employer match about $457,645 at 4% or $305,097 at 6%.
Altrius Capital Management Retirement Plan-11$2,314,809$402,728$36,612iApproximate average salary by contribution assumption: employee only about $915,291 at 4% or $610,194 at 6%; with 50% employer match about $610,194 at 4% or $406,796 at 6%; with 100% employer match about $457,645 at 4% or $305,097 at 6%.
2020111$1,623,867$236,723$21,520iApproximate average salary by contribution assumption: employee only about $538,007 at 4% or $358,671 at 6%; with 50% employer match about $358,671 at 4% or $239,114 at 6%; with 100% employer match about $269,003 at 4% or $179,336 at 6%.
Altrius Capital Management Retirement Plan-11$1,623,867$236,723$21,520iApproximate average salary by contribution assumption: employee only about $538,007 at 4% or $358,671 at 6%; with 50% employer match about $358,671 at 4% or $239,114 at 6%; with 100% employer match about $269,003 at 4% or $179,336 at 6%.
2019110$1,325,975$200,485$20,049iApproximate average salary by contribution assumption: employee only about $501,213 at 4% or $334,142 at 6%; with 50% employer match about $334,142 at 4% or $222,761 at 6%; with 100% employer match about $250,606 at 4% or $167,071 at 6%.
Altrius Capital Management Retirement Plan-10$1,325,975$200,485$20,049iApproximate average salary by contribution assumption: employee only about $501,213 at 4% or $334,142 at 6%; with 50% employer match about $334,142 at 4% or $222,761 at 6%; with 100% employer match about $250,606 at 4% or $167,071 at 6%.
201819$1,048,850$179,712$19,968iApproximate average salary by contribution assumption: employee only about $499,200 at 4% or $332,800 at 6%; with 50% employer match about $332,800 at 4% or $221,867 at 6%; with 100% employer match about $249,600 at 4% or $166,400 at 6%.
Altrius Capital Management Retirement Plan-9$1,048,850$179,712$19,968iApproximate average salary by contribution assumption: employee only about $499,200 at 4% or $332,800 at 6%; with 50% employer match about $332,800 at 4% or $221,867 at 6%; with 100% employer match about $249,600 at 4% or $166,400 at 6%.
201718$921,259$185,807$23,226iApproximate average salary by contribution assumption: employee only about $580,647 at 4% or $387,098 at 6%; with 50% employer match about $387,098 at 4% or $258,065 at 6%; with 100% employer match about $290,323 at 4% or $193,549 at 6%.
Altrius Capital Management Retirement Plan-8$921,259$185,807$23,226iApproximate average salary by contribution assumption: employee only about $580,647 at 4% or $387,098 at 6%; with 50% employer match about $387,098 at 4% or $258,065 at 6%; with 100% employer match about $290,323 at 4% or $193,549 at 6%.
201617$644,816$397,682$56,812iApproximate average salary by contribution assumption: employee only about $1,420,293 at 4% or $946,862 at 6%; with 50% employer match about $946,862 at 4% or $631,241 at 6%; with 100% employer match about $710,146 at 4% or $473,431 at 6%.
Altrius Capital Management Retirement Plan-7$644,816$397,682$56,812iApproximate average salary by contribution assumption: employee only about $1,420,293 at 4% or $946,862 at 6%; with 50% employer match about $946,862 at 4% or $631,241 at 6%; with 100% employer match about $710,146 at 4% or $473,431 at 6%.
201516$200,822$127,743$21,291iApproximate average salary by contribution assumption: employee only about $532,263 at 4% or $354,842 at 6%; with 50% employer match about $354,842 at 4% or $236,561 at 6%; with 100% employer match about $266,131 at 4% or $177,421 at 6%.
Altrius Capital Management Retirement Plan-6$200,822$127,743$21,291iApproximate average salary by contribution assumption: employee only about $532,263 at 4% or $354,842 at 6%; with 50% employer match about $354,842 at 4% or $236,561 at 6%; with 100% employer match about $266,131 at 4% or $177,421 at 6%.
201418$92,372$93,608$11,701iApproximate average salary by contribution assumption: employee only about $292,525 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,011 at 6%; with 100% employer match about $146,263 at 4% or $97,508 at 6%.
Altrius Capital Management Retirement Plan-8$92,372$93,608$11,701iApproximate average salary by contribution assumption: employee only about $292,525 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,011 at 6%; with 100% employer match about $146,263 at 4% or $97,508 at 6%.