Civic Intelligence

The Circle Group

Plan context: THE CIRCLE GROUP 401(K) PROFIT SHARING PLAN & TRUST

EIN 58-2565048 • Alpharetta, GA • 25 filings • 12 plans

1275 Alderman DrAlpharetta, GA 30005-4156
Current Snapshot

Latest Year

2025

2025 Participants

100

2025 Assets

$1,703,697

2025 Contributions

$11,512

Historical Graphs

Total Assets Over Time

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

$1,883,415$941,708$0200420092014YearValue
$1,703,697Latest year 2014

Participants Over Time

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

2071040200420132025YearValue
100Latest 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
20251100$0$0-
The Circle Group Welfare Benefits Plan-100---
20211101$0$0-
The Circle Group Welfare Benefits Plan-101---
20201102$0$0-
The Circle Group Welfare Benefits Plan-102---
20191140$0$0-
The Circle Group Welfare Benefits Plan-140---
20181137$0$0-
The Circle Group Welfare Benefits Plan-137---
20171106$0$0-
The Circle Group Welfare Benefits Plan-106---
2016190$0$0-
The Circle Group Welfare Benefits Plan-90---
201510$0$11,512-
THE CIRCLE GROUP 401(K) PROFIT SHARING PLAN & TRUST-0-$11,512-
2014178$1,703,697$107,294$1,376iApproximate average salary by contribution assumption: employee only about $34,389 at 4% or $22,926 at 6%; with 50% employer match about $22,926 at 4% or $15,284 at 6%; with 100% employer match about $17,195 at 4% or $11,463 at 6%.
THE CIRCLE GROUP 401(K) PROFIT SHARING PLAN & TRUST-78$1,703,697$107,294$1,376iApproximate average salary by contribution assumption: employee only about $34,389 at 4% or $22,926 at 6%; with 50% employer match about $22,926 at 4% or $15,284 at 6%; with 100% employer match about $17,195 at 4% or $11,463 at 6%.
2013133$1,723,520$78,691$2,385iApproximate average salary by contribution assumption: employee only about $59,614 at 4% or $39,743 at 6%; with 50% employer match about $39,743 at 4% or $26,495 at 6%; with 100% employer match about $29,807 at 4% or $19,871 at 6%.
THE CIRCLE GROUP 401(K) PROFIT SHARING PLAN & TRUST-33$1,723,520$78,691$2,385iApproximate average salary by contribution assumption: employee only about $59,614 at 4% or $39,743 at 6%; with 50% employer match about $39,743 at 4% or $26,495 at 6%; with 100% employer match about $29,807 at 4% or $19,871 at 6%.
2012142$1,483,414$60,807$1,448iApproximate average salary by contribution assumption: employee only about $36,195 at 4% or $24,130 at 6%; with 50% employer match about $24,130 at 4% or $16,087 at 6%; with 100% employer match about $18,097 at 4% or $12,065 at 6%.
THE CIRCLE GROUP 401(K) PROFIT SHARING PLAN & TRUST-42$1,483,414$60,807$1,448iApproximate average salary by contribution assumption: employee only about $36,195 at 4% or $24,130 at 6%; with 50% employer match about $24,130 at 4% or $16,087 at 6%; with 100% employer match about $18,097 at 4% or $12,065 at 6%.
2011154$1,536,382$83,442$1,545iApproximate average salary by contribution assumption: employee only about $38,631 at 4% or $25,754 at 6%; with 50% employer match about $25,754 at 4% or $17,169 at 6%; with 100% employer match about $19,315 at 4% or $12,877 at 6%.
THE CIRCLE GROUP 401(K) PROFIT SHARING PLAN & TRUST-54$1,536,382$83,442$1,545iApproximate average salary by contribution assumption: employee only about $38,631 at 4% or $25,754 at 6%; with 50% employer match about $25,754 at 4% or $17,169 at 6%; with 100% employer match about $19,315 at 4% or $12,877 at 6%.
2010185$1,883,415$114,694$1,349iApproximate average salary by contribution assumption: employee only about $33,734 at 4% or $22,489 at 6%; with 50% employer match about $22,489 at 4% or $14,993 at 6%; with 100% employer match about $16,867 at 4% or $11,245 at 6%.
THE CIRCLE GROUP 401(K) PROFIT SHARING PLAN & TRUST-85$1,883,415$114,694$1,349iApproximate average salary by contribution assumption: employee only about $33,734 at 4% or $22,489 at 6%; with 50% employer match about $22,489 at 4% or $14,993 at 6%; with 100% employer match about $16,867 at 4% or $11,245 at 6%.
2009492$1,693,879$190,875$2,075iApproximate average salary by contribution assumption: employee only about $51,868 at 4% or $34,579 at 6%; with 50% employer match about $34,579 at 4% or $23,053 at 6%; with 100% employer match about $25,934 at 4% or $17,289 at 6%.
THE CIRCLE GROUP-92$1,693,879$190,875$2,075iApproximate average salary by contribution assumption: employee only about $51,868 at 4% or $34,579 at 6%; with 50% employer match about $34,579 at 4% or $23,053 at 6%; with 100% employer match about $25,934 at 4% or $17,289 at 6%.
THE CIRCLE GROUP LLC MEDICAL AND DENTAL PLAN-----
THE CIRCLE GROUP, LLC AD&D PLAN-----
THE CIRCLE GROUP, LLC WELFARE BENEFIT PLAN-----
20081207$1,169,660$315,923$1,526iApproximate average salary by contribution assumption: employee only about $38,155 at 4% or $25,437 at 6%; with 50% employer match about $25,437 at 4% or $16,958 at 6%; with 100% employer match about $19,077 at 4% or $12,718 at 6%.
THE CIRCLE GROUP 401K PROFIT SHARING PLAN & TRUST-207$1,169,660$315,923$1,526iApproximate average salary by contribution assumption: employee only about $38,155 at 4% or $25,437 at 6%; with 50% employer match about $25,437 at 4% or $16,958 at 6%; with 100% employer match about $19,077 at 4% or $12,718 at 6%.
20074177$1,512,534$177,785$1,004iApproximate average salary by contribution assumption: employee only about $25,111 at 4% or $16,741 at 6%; with 50% employer match about $16,741 at 4% or $11,160 at 6%; with 100% employer match about $12,555 at 4% or $8,370 at 6%.
THE CIRCLE GROUP, LLC 401K PROFIT SHARING PLAN AND TRUST-177$1,512,534$177,785$1,004iApproximate average salary by contribution assumption: employee only about $25,111 at 4% or $16,741 at 6%; with 50% employer match about $16,741 at 4% or $11,160 at 6%; with 100% employer match about $12,555 at 4% or $8,370 at 6%.
THE CIRCLE GROUP, LLC ACCIDENTAL DEATH & DISMEMBER-134---
THE CIRCLE GROUP LLC MEDICAL & DENTAL PLAN-161---
THE CIRCLE GROUP BASIC & SUPPLEMENTAL LIFE PLAN-134---
20061164$1,223,360$201,419$1,228iApproximate average salary by contribution assumption: employee only about $30,704 at 4% or $20,469 at 6%; with 50% employer match about $20,469 at 4% or $13,646 at 6%; with 100% employer match about $15,352 at 4% or $10,235 at 6%.
THE CIRCLE GROUP, LLC 401K PLAN-164$1,223,360$201,419$1,228iApproximate average salary by contribution assumption: employee only about $30,704 at 4% or $20,469 at 6%; with 50% employer match about $20,469 at 4% or $13,646 at 6%; with 100% employer match about $15,352 at 4% or $10,235 at 6%.
20051119$964,006$150,817$1,267iApproximate average salary by contribution assumption: employee only about $31,684 at 4% or $21,123 at 6%; with 50% employer match about $21,123 at 4% or $14,082 at 6%; with 100% employer match about $15,842 at 4% or $10,561 at 6%.
THE CIRCLE GROUP, LLC 401K PLAN-119$964,006$150,817$1,267iApproximate average salary by contribution assumption: employee only about $31,684 at 4% or $21,123 at 6%; with 50% employer match about $21,123 at 4% or $14,082 at 6%; with 100% employer match about $15,842 at 4% or $10,561 at 6%.
20041136$883,459$154,909$1,139iApproximate average salary by contribution assumption: employee only about $28,476 at 4% or $18,984 at 6%; with 50% employer match about $18,984 at 4% or $12,656 at 6%; with 100% employer match about $14,238 at 4% or $9,492 at 6%.
THE CIRCLE GROUP, LLC 401K PLAN-136$883,459$154,909$1,139iApproximate average salary by contribution assumption: employee only about $28,476 at 4% or $18,984 at 6%; with 50% employer match about $18,984 at 4% or $12,656 at 6%; with 100% employer match about $14,238 at 4% or $9,492 at 6%.