Civic Intelligence

Homeowners Advantage LLC

Plan context: HOMEOWNERS ADVANTAGE 401(K) PLAN

EIN 58-2603181 • Atlanta, GA • 17 filings • 4 plans

817 West Peachtree Street, Ste. 310Atlanta, GA 30308-1114
Current Snapshot

Latest Year

2024

2024 Participants

142

2024 Assets

$1,575,921

2024 Contributions

$181,741

Historical Graphs

Total Assets Over Time

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

$1,575,921$787,961$0200220192023YearValue
$1,575,921Latest year 2023

Participants Over Time

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

142710200120192024YearValue
142Latest 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
20242142$0$181,741$1,280iApproximate average salary by contribution assumption: employee only about $31,997 at 4% or $21,331 at 6%; with 50% employer match about $21,331 at 4% or $14,221 at 6%; with 100% employer match about $15,998 at 4% or $10,666 at 6%.
HOMEOWNERS ADVANTAGE 401(K) PLAN-0$0$181,741-
Homeowners Advantage LLC Welfare Benefits Plan-142---
2023256$1,575,921$315,492$5,634iApproximate average salary by contribution assumption: employee only about $140,845 at 4% or $93,896 at 6%; with 50% employer match about $93,896 at 4% or $62,598 at 6%; with 100% employer match about $70,422 at 4% or $46,948 at 6%.
HOMEOWNERS ADVANTAGE 401(K) PLAN-56$1,575,921$315,492$5,634iApproximate average salary by contribution assumption: employee only about $140,845 at 4% or $93,896 at 6%; with 50% employer match about $93,896 at 4% or $62,598 at 6%; with 100% employer match about $70,422 at 4% or $46,948 at 6%.
Homeowners Advantage LLC Welfare Benefits Plan-0---
20222131$1,092,416$298,764$2,281iApproximate average salary by contribution assumption: employee only about $57,016 at 4% or $38,011 at 6%; with 50% employer match about $38,011 at 4% or $25,340 at 6%; with 100% employer match about $28,508 at 4% or $19,005 at 6%.
HOMEOWNERS ADVANTAGE 401(K) PLAN-51$1,092,416$298,764$5,858iApproximate average salary by contribution assumption: employee only about $146,453 at 4% or $97,635 at 6%; with 50% employer match about $97,635 at 4% or $65,090 at 6%; with 100% employer match about $73,226 at 4% or $48,818 at 6%.
Homeowners Advantage LLC Welfare Benefits Plan-131---
20212116$1,121,568$301,675$2,601iApproximate average salary by contribution assumption: employee only about $65,016 at 4% or $43,344 at 6%; with 50% employer match about $43,344 at 4% or $28,896 at 6%; with 100% employer match about $32,508 at 4% or $21,672 at 6%.
HOMEOWNERS ADVANTAGE 401(K) PLAN-52$1,121,568$301,675$5,801iApproximate average salary by contribution assumption: employee only about $145,036 at 4% or $96,691 at 6%; with 50% employer match about $96,691 at 4% or $64,460 at 6%; with 100% employer match about $72,518 at 4% or $48,345 at 6%.
Homeowners Advantage LLC Welfare Benefits Plan-116---
20202110$833,798$259,596$2,360iApproximate average salary by contribution assumption: employee only about $58,999 at 4% or $39,333 at 6%; with 50% employer match about $39,333 at 4% or $26,222 at 6%; with 100% employer match about $29,500 at 4% or $19,666 at 6%.
HOMEOWNERS ADVANTAGE 401(K) PLAN-35$833,798$259,596$7,417iApproximate average salary by contribution assumption: employee only about $185,426 at 4% or $123,617 at 6%; with 50% employer match about $123,617 at 4% or $82,411 at 6%; with 100% employer match about $92,713 at 4% or $61,809 at 6%.
Homeowners Advantage LLC Welfare Benefits Plan-110---
20192108$581,201$246,807$2,285iApproximate average salary by contribution assumption: employee only about $57,131 at 4% or $38,088 at 6%; with 50% employer match about $38,088 at 4% or $25,392 at 6%; with 100% employer match about $28,566 at 4% or $19,044 at 6%.
HOMEOWNERS ADVANTAGE 401(K) PLAN-35$581,201$246,807$7,052iApproximate average salary by contribution assumption: employee only about $176,291 at 4% or $117,527 at 6%; with 50% employer match about $117,527 at 4% or $78,351 at 6%; with 100% employer match about $88,145 at 4% or $58,764 at 6%.
Homeowners Advantage LLC Welfare Benefits Plan-108---
2018124$297,743$157,910$6,580iApproximate average salary by contribution assumption: employee only about $164,490 at 4% or $109,660 at 6%; with 50% employer match about $109,660 at 4% or $73,106 at 6%; with 100% employer match about $82,245 at 4% or $54,830 at 6%.
HOMEOWNERS ADVANTAGE 401(K) PLAN-24$297,743$157,910$6,580iApproximate average salary by contribution assumption: employee only about $164,490 at 4% or $109,660 at 6%; with 50% employer match about $109,660 at 4% or $73,106 at 6%; with 100% employer match about $82,245 at 4% or $54,830 at 6%.
2017129$212,682$203,657$7,023iApproximate average salary by contribution assumption: employee only about $175,566 at 4% or $117,044 at 6%; with 50% employer match about $117,044 at 4% or $78,030 at 6%; with 100% employer match about $87,783 at 4% or $58,522 at 6%.
HOMEOWNERS ADVANTAGE 401(K) PLAN-29$212,682$203,657$7,023iApproximate average salary by contribution assumption: employee only about $175,566 at 4% or $117,044 at 6%; with 50% employer match about $117,044 at 4% or $78,030 at 6%; with 100% employer match about $87,783 at 4% or $58,522 at 6%.
2003164$19,300$9,890$155iApproximate average salary by contribution assumption: employee only about $3,863 at 4% or $2,576 at 6%; with 50% employer match about $2,576 at 4% or $1,717 at 6%; with 100% employer match about $1,932 at 4% or $1,288 at 6%.
NOVARE MANAGEMENT LLC 401K PROFIT SHARING PLAN && TRUST-64$19,300$9,890$155iApproximate average salary by contribution assumption: employee only about $3,863 at 4% or $2,576 at 6%; with 50% employer match about $2,576 at 4% or $1,717 at 6%; with 100% employer match about $1,932 at 4% or $1,288 at 6%.
200219$7,607$7,127$792iApproximate average salary by contribution assumption: employee only about $19,797 at 4% or $13,198 at 6%; with 50% employer match about $13,198 at 4% or $8,799 at 6%; with 100% employer match about $9,899 at 4% or $6,599 at 6%.
NOVARE MANAGEMENT LLC 401K PROFIT SHARING PLAN && TRUST-9$7,607$7,127$792iApproximate average salary by contribution assumption: employee only about $19,797 at 4% or $13,198 at 6%; with 50% employer match about $13,198 at 4% or $8,799 at 6%; with 100% employer match about $9,899 at 4% or $6,599 at 6%.
200115$0$0-
NOVARE MANAGEMENT LLC 401K PROFIT SHARING PLAN & TRUST-5---