Civic Intelligence

Associates Capital Group LLC

Plan context: Associates Capital Group LLC Profit Sharing / 401(K) Plan

EIN 63-1193356 • Birmingham, AL • 21 filings • 4 plans

5016 Greystone WayBirmingham, AL 35242
Current Snapshot

Latest Year

2021

2021 Participants

30

2021 Assets

$362,025

2021 Contributions

$60,523

Historical Graphs

Total Assets Over Time

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

$1,656,168$828,084$0200320122020YearValue
$362,025Latest year 2020

Participants Over Time

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

3711860200220112020YearValue
30Latest year 2020

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
202110$0$0-
Associates Capital Group LLC Profit Sharing / 401(K) Plan-0$0--
2020130$362,025$0-
Associates Capital Group LLC Profit Sharing / 401(K) Plan-30$362,025--
2019142$654,262$0-
Associates Capital Group LLC Profit Sharing / 401(K) Plan-42$654,262--
201815$652,529$0-
Associates Capital Group LLC Profit Sharing / 401(K) Plan-5$652,529--
20171152$1,371,488$60,523$398iApproximate average salary by contribution assumption: employee only about $9,954 at 4% or $6,636 at 6%; with 50% employer match about $6,636 at 4% or $4,424 at 6%; with 100% employer match about $4,977 at 4% or $3,318 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-152$1,371,488$60,523$398iApproximate average salary by contribution assumption: employee only about $9,954 at 4% or $6,636 at 6%; with 50% employer match about $6,636 at 4% or $4,424 at 6%; with 100% employer match about $4,977 at 4% or $3,318 at 6%.
20161134$1,469,826$78,579$586iApproximate average salary by contribution assumption: employee only about $14,660 at 4% or $9,774 at 6%; with 50% employer match about $9,774 at 4% or $6,516 at 6%; with 100% employer match about $7,330 at 4% or $4,887 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-134$1,469,826$78,579$586iApproximate average salary by contribution assumption: employee only about $14,660 at 4% or $9,774 at 6%; with 50% employer match about $9,774 at 4% or $6,516 at 6%; with 100% employer match about $7,330 at 4% or $4,887 at 6%.
20151138$1,489,042$85,629$621iApproximate average salary by contribution assumption: employee only about $15,513 at 4% or $10,342 at 6%; with 50% employer match about $10,342 at 4% or $6,894 at 6%; with 100% employer match about $7,756 at 4% or $5,171 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-138$1,489,042$85,629$621iApproximate average salary by contribution assumption: employee only about $15,513 at 4% or $10,342 at 6%; with 50% employer match about $10,342 at 4% or $6,894 at 6%; with 100% employer match about $7,756 at 4% or $5,171 at 6%.
20141295$1,656,168$169,987$576iApproximate average salary by contribution assumption: employee only about $14,406 at 4% or $9,604 at 6%; with 50% employer match about $9,604 at 4% or $6,403 at 6%; with 100% employer match about $7,203 at 4% or $4,802 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-295$1,656,168$169,987$576iApproximate average salary by contribution assumption: employee only about $14,406 at 4% or $9,604 at 6%; with 50% employer match about $9,604 at 4% or $6,403 at 6%; with 100% employer match about $7,203 at 4% or $4,802 at 6%.
20131323$1,557,027$179,624$556iApproximate average salary by contribution assumption: employee only about $13,903 at 4% or $9,269 at 6%; with 50% employer match about $9,269 at 4% or $6,179 at 6%; with 100% employer match about $6,951 at 4% or $4,634 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-323$1,557,027$179,624$556iApproximate average salary by contribution assumption: employee only about $13,903 at 4% or $9,269 at 6%; with 50% employer match about $9,269 at 4% or $6,179 at 6%; with 100% employer match about $6,951 at 4% or $4,634 at 6%.
20121301$1,249,488$194,312$646iApproximate average salary by contribution assumption: employee only about $16,139 at 4% or $10,759 at 6%; with 50% employer match about $10,759 at 4% or $7,173 at 6%; with 100% employer match about $8,069 at 4% or $5,380 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-301$1,249,488$194,312$646iApproximate average salary by contribution assumption: employee only about $16,139 at 4% or $10,759 at 6%; with 50% employer match about $10,759 at 4% or $7,173 at 6%; with 100% employer match about $8,069 at 4% or $5,380 at 6%.
20111330$1,095,836$208,934$633iApproximate average salary by contribution assumption: employee only about $15,828 at 4% or $10,552 at 6%; with 50% employer match about $10,552 at 4% or $7,035 at 6%; with 100% employer match about $7,914 at 4% or $5,276 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-330$1,095,836$208,934$633iApproximate average salary by contribution assumption: employee only about $15,828 at 4% or $10,552 at 6%; with 50% employer match about $10,552 at 4% or $7,035 at 6%; with 100% employer match about $7,914 at 4% or $5,276 at 6%.
20101289$1,096,441$186,449$645iApproximate average salary by contribution assumption: employee only about $16,129 at 4% or $10,753 at 6%; with 50% employer match about $10,753 at 4% or $7,168 at 6%; with 100% employer match about $8,064 at 4% or $5,376 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-289$1,096,441$186,449$645iApproximate average salary by contribution assumption: employee only about $16,129 at 4% or $10,753 at 6%; with 50% employer match about $10,753 at 4% or $7,168 at 6%; with 100% employer match about $8,064 at 4% or $5,376 at 6%.
20092257$953,350$1,931,233$7,515iApproximate average salary by contribution assumption: employee only about $187,863 at 4% or $125,242 at 6%; with 50% employer match about $125,242 at 4% or $83,495 at 6%; with 100% employer match about $93,932 at 4% or $62,621 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-257$851,096$198,343$772iApproximate average salary by contribution assumption: employee only about $19,294 at 4% or $12,863 at 6%; with 50% employer match about $12,863 at 4% or $8,575 at 6%; with 100% employer match about $9,647 at 4% or $6,431 at 6%.
ASSOCIATES CAPITAL GROUP, LLC EMPLOYEE BENEFIT PLAN & TRUST-142$102,254$1,732,890$12,203iApproximate average salary by contribution assumption: employee only about $305,086 at 4% or $203,391 at 6%; with 50% employer match about $203,391 at 4% or $135,594 at 6%; with 100% employer match about $152,543 at 4% or $101,695 at 6%.
20081252$629,806$212,466$843iApproximate average salary by contribution assumption: employee only about $21,078 at 4% or $14,052 at 6%; with 50% employer match about $14,052 at 4% or $9,368 at 6%; with 100% employer match about $10,539 at 4% or $7,026 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-252$629,806$212,466$843iApproximate average salary by contribution assumption: employee only about $21,078 at 4% or $14,052 at 6%; with 50% employer match about $14,052 at 4% or $9,368 at 6%; with 100% employer match about $10,539 at 4% or $7,026 at 6%.
20071257$608,315$107,747$419iApproximate average salary by contribution assumption: employee only about $10,481 at 4% or $6,987 at 6%; with 50% employer match about $6,987 at 4% or $4,658 at 6%; with 100% employer match about $5,241 at 4% or $3,494 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-257$608,315$107,747$419iApproximate average salary by contribution assumption: employee only about $10,481 at 4% or $6,987 at 6%; with 50% employer match about $6,987 at 4% or $4,658 at 6%; with 100% employer match about $5,241 at 4% or $3,494 at 6%.
20061339$527,743$110,747$327iApproximate average salary by contribution assumption: employee only about $8,167 at 4% or $5,445 at 6%; with 50% employer match about $5,445 at 4% or $3,630 at 6%; with 100% employer match about $4,084 at 4% or $2,722 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-339$527,743$110,747$327iApproximate average salary by contribution assumption: employee only about $8,167 at 4% or $5,445 at 6%; with 50% employer match about $5,445 at 4% or $3,630 at 6%; with 100% employer match about $4,084 at 4% or $2,722 at 6%.
20051371$405,015$108,766$293iApproximate average salary by contribution assumption: employee only about $7,329 at 4% or $4,886 at 6%; with 50% employer match about $4,886 at 4% or $3,257 at 6%; with 100% employer match about $3,665 at 4% or $2,443 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-371$405,015$108,766$293iApproximate average salary by contribution assumption: employee only about $7,329 at 4% or $4,886 at 6%; with 50% employer match about $4,886 at 4% or $3,257 at 6%; with 100% employer match about $3,665 at 4% or $2,443 at 6%.
20041328$343,551$115,789$353iApproximate average salary by contribution assumption: employee only about $8,825 at 4% or $5,884 at 6%; with 50% employer match about $5,884 at 4% or $3,922 at 6%; with 100% employer match about $4,413 at 4% or $2,942 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-328$343,551$115,789$353iApproximate average salary by contribution assumption: employee only about $8,825 at 4% or $5,884 at 6%; with 50% employer match about $5,884 at 4% or $3,922 at 6%; with 100% employer match about $4,413 at 4% or $2,942 at 6%.
20031190$227,377$79,215$417iApproximate average salary by contribution assumption: employee only about $10,423 at 4% or $6,949 at 6%; with 50% employer match about $6,949 at 4% or $4,632 at 6%; with 100% employer match about $5,212 at 4% or $3,474 at 6%.
Associates Capital Group LLC Profit Sharing / 401(K) Plan-190$227,377$79,215$417iApproximate average salary by contribution assumption: employee only about $10,423 at 4% or $6,949 at 6%; with 50% employer match about $6,949 at 4% or $4,632 at 6%; with 100% employer match about $5,212 at 4% or $3,474 at 6%.
2002160$0$0-
Associates Capital Group LLC Profit Sharing / 401(K) Plan-60---