Civic Intelligence

Advocate Capital Inc.

Plan context: Advocate Capital Inc. 401(K) Plan

EIN 62-1782887 • Nashville, TN • 9 filings • 1 plans

One Vintage Way Suite C-200Nashville, TN 37228
Current Snapshot

Latest Year

2022

2022 Participants

48

2022 Assets

$3,945,956

2022 Contributions

$299,154

Historical Graphs

Total Assets Over Time

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

$3,945,956$1,972,978$0201420182021YearValue
$3,945,956Latest year 2021

Participants Over Time

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

48240201420182021YearValue
48Latest 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
202210$0$299,154-
Advocate Capital Inc. 401(K) Plan-0$0$299,154-
2021148$3,945,956$489,645$10,201iApproximate average salary by contribution assumption: employee only about $255,023 at 4% or $170,016 at 6%; with 50% employer match about $170,016 at 4% or $113,344 at 6%; with 100% employer match about $127,512 at 4% or $85,008 at 6%.
Advocate Capital Inc. 401(K) Plan-48$3,945,956$489,645$10,201iApproximate average salary by contribution assumption: employee only about $255,023 at 4% or $170,016 at 6%; with 50% employer match about $170,016 at 4% or $113,344 at 6%; with 100% employer match about $127,512 at 4% or $85,008 at 6%.
2020146$3,099,560$439,168$9,547iApproximate average salary by contribution assumption: employee only about $238,678 at 4% or $159,119 at 6%; with 50% employer match about $159,119 at 4% or $106,079 at 6%; with 100% employer match about $119,339 at 4% or $79,559 at 6%.
Advocate Capital Inc. 401(K) Plan-46$3,099,560$439,168$9,547iApproximate average salary by contribution assumption: employee only about $238,678 at 4% or $159,119 at 6%; with 50% employer match about $159,119 at 4% or $106,079 at 6%; with 100% employer match about $119,339 at 4% or $79,559 at 6%.
2019140$2,371,332$380,926$9,523iApproximate average salary by contribution assumption: employee only about $238,079 at 4% or $158,719 at 6%; with 50% employer match about $158,719 at 4% or $105,813 at 6%; with 100% employer match about $119,039 at 4% or $79,360 at 6%.
Advocate Capital Inc. 401(K) Plan-40$2,371,332$380,926$9,523iApproximate average salary by contribution assumption: employee only about $238,079 at 4% or $158,719 at 6%; with 50% employer match about $158,719 at 4% or $105,813 at 6%; with 100% employer match about $119,039 at 4% or $79,360 at 6%.
2018136$1,865,003$370,952$10,304iApproximate average salary by contribution assumption: employee only about $257,606 at 4% or $171,737 at 6%; with 50% employer match about $171,737 at 4% or $114,491 at 6%; with 100% employer match about $128,803 at 4% or $85,869 at 6%.
Advocate Capital Inc. 401(K) Plan-36$1,865,003$370,952$10,304iApproximate average salary by contribution assumption: employee only about $257,606 at 4% or $171,737 at 6%; with 50% employer match about $171,737 at 4% or $114,491 at 6%; with 100% employer match about $128,803 at 4% or $85,869 at 6%.
2017132$1,669,758$341,697$10,678iApproximate average salary by contribution assumption: employee only about $266,951 at 4% or $177,967 at 6%; with 50% employer match about $177,967 at 4% or $118,645 at 6%; with 100% employer match about $133,475 at 4% or $88,984 at 6%.
Advocate Capital Inc. 401(K) Plan-32$1,669,758$341,697$10,678iApproximate average salary by contribution assumption: employee only about $266,951 at 4% or $177,967 at 6%; with 50% employer match about $177,967 at 4% or $118,645 at 6%; with 100% employer match about $133,475 at 4% or $88,984 at 6%.
2016125$1,349,887$329,829$13,193iApproximate average salary by contribution assumption: employee only about $329,829 at 4% or $219,886 at 6%; with 50% employer match about $219,886 at 4% or $146,591 at 6%; with 100% employer match about $164,915 at 4% or $109,943 at 6%.
Advocate Capital Inc. 401(K) Plan-25$1,349,887$329,829$13,193iApproximate average salary by contribution assumption: employee only about $329,829 at 4% or $219,886 at 6%; with 50% employer match about $219,886 at 4% or $146,591 at 6%; with 100% employer match about $164,915 at 4% or $109,943 at 6%.
2015123$936,597$275,242$11,967iApproximate average salary by contribution assumption: employee only about $299,176 at 4% or $199,451 at 6%; with 50% employer match about $199,451 at 4% or $132,967 at 6%; with 100% employer match about $149,588 at 4% or $99,725 at 6%.
Advocate Capital Inc. 401(K) Plan-23$936,597$275,242$11,967iApproximate average salary by contribution assumption: employee only about $299,176 at 4% or $199,451 at 6%; with 50% employer match about $199,451 at 4% or $132,967 at 6%; with 100% employer match about $149,588 at 4% or $99,725 at 6%.
2014120$706,826$668,350$33,418iApproximate average salary by contribution assumption: employee only about $835,438 at 4% or $556,958 at 6%; with 50% employer match about $556,958 at 4% or $371,306 at 6%; with 100% employer match about $417,719 at 4% or $278,479 at 6%.
Advocate Capital Inc. 401(K) Plan-20$706,826$668,350$33,418iApproximate average salary by contribution assumption: employee only about $835,438 at 4% or $556,958 at 6%; with 50% employer match about $556,958 at 4% or $371,306 at 6%; with 100% employer match about $417,719 at 4% or $278,479 at 6%.