Civic Intelligence

Triad Advisors Inc.

Plan context: Triad Advisors 401K & Profit Sharing

EIN 65-0173164 • Norcross, GA • 18 filings • 4 plans

5155 Peachtree Parkway Suite 3220Norcross, GA 30092
Current Snapshot

Latest Year

2018

2018 Participants

67

2018 Assets

$3,817,595

2018 Contributions

$405,018

Historical Graphs

Total Assets Over Time

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

$3,817,595$1,908,798$0200020102017YearValue
$3,817,595Latest year 2017

Participants Over Time

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

67340200020092017YearValue
67Latest year 2017

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
201810$0$0-
Triad Advisors 401K & Profit Sharing-0---
2017167$3,817,595$405,018$6,045iApproximate average salary by contribution assumption: employee only about $151,126 at 4% or $100,751 at 6%; with 50% employer match about $100,751 at 4% or $67,167 at 6%; with 100% employer match about $75,563 at 4% or $50,375 at 6%.
Triad Advisors 401K & Profit Sharing-67$3,817,595$405,018$6,045iApproximate average salary by contribution assumption: employee only about $151,126 at 4% or $100,751 at 6%; with 50% employer match about $100,751 at 4% or $67,167 at 6%; with 100% employer match about $75,563 at 4% or $50,375 at 6%.
2016162$2,237,070$362,323$5,844iApproximate average salary by contribution assumption: employee only about $146,098 at 4% or $97,399 at 6%; with 50% employer match about $97,399 at 4% or $64,932 at 6%; with 100% employer match about $73,049 at 4% or $48,699 at 6%.
Triad Advisors 401K & Profit Sharing-62$2,237,070$362,323$5,844iApproximate average salary by contribution assumption: employee only about $146,098 at 4% or $97,399 at 6%; with 50% employer match about $97,399 at 4% or $64,932 at 6%; with 100% employer match about $73,049 at 4% or $48,699 at 6%.
2015157$2,079,247$369,177$6,477iApproximate average salary by contribution assumption: employee only about $161,920 at 4% or $107,946 at 6%; with 50% employer match about $107,946 at 4% or $71,964 at 6%; with 100% employer match about $80,960 at 4% or $53,973 at 6%.
Triad Advisors 401K & Profit Sharing-57$2,079,247$369,177$6,477iApproximate average salary by contribution assumption: employee only about $161,920 at 4% or $107,946 at 6%; with 50% employer match about $107,946 at 4% or $71,964 at 6%; with 100% employer match about $80,960 at 4% or $53,973 at 6%.
2014142$3,171,114$523,388$12,462iApproximate average salary by contribution assumption: employee only about $311,540 at 4% or $207,694 at 6%; with 50% employer match about $207,694 at 4% or $138,462 at 6%; with 100% employer match about $155,770 at 4% or $103,847 at 6%.
Triad Advisors 401K & Profit Sharing-42$3,171,114$523,388$12,462iApproximate average salary by contribution assumption: employee only about $311,540 at 4% or $207,694 at 6%; with 50% employer match about $207,694 at 4% or $138,462 at 6%; with 100% employer match about $155,770 at 4% or $103,847 at 6%.
2013142$2,489,117$231,641$5,515iApproximate average salary by contribution assumption: employee only about $137,882 at 4% or $91,921 at 6%; with 50% employer match about $91,921 at 4% or $61,281 at 6%; with 100% employer match about $68,941 at 4% or $45,961 at 6%.
Triad Advisors 401K & Profit Sharing-42$2,489,117$231,641$5,515iApproximate average salary by contribution assumption: employee only about $137,882 at 4% or $91,921 at 6%; with 50% employer match about $91,921 at 4% or $61,281 at 6%; with 100% employer match about $68,941 at 4% or $45,961 at 6%.
2012140$1,882,469$322,706$8,068iApproximate average salary by contribution assumption: employee only about $201,691 at 4% or $134,461 at 6%; with 50% employer match about $134,461 at 4% or $89,641 at 6%; with 100% employer match about $100,846 at 4% or $67,230 at 6%.
Triad Advisors 401K & Profit Sharing-40$1,882,469$322,706$8,068iApproximate average salary by contribution assumption: employee only about $201,691 at 4% or $134,461 at 6%; with 50% employer match about $134,461 at 4% or $89,641 at 6%; with 100% employer match about $100,846 at 4% or $67,230 at 6%.
2011141$1,594,223$211,024$5,147iApproximate average salary by contribution assumption: employee only about $128,673 at 4% or $85,782 at 6%; with 50% employer match about $85,782 at 4% or $57,188 at 6%; with 100% employer match about $64,337 at 4% or $42,891 at 6%.
Triad Advisors 401K & Profit Sharing-41$1,594,223$211,024$5,147iApproximate average salary by contribution assumption: employee only about $128,673 at 4% or $85,782 at 6%; with 50% employer match about $85,782 at 4% or $57,188 at 6%; with 100% employer match about $64,337 at 4% or $42,891 at 6%.
2010146$1,512,734$218,743$4,755iApproximate average salary by contribution assumption: employee only about $118,882 at 4% or $79,255 at 6%; with 50% employer match about $79,255 at 4% or $52,836 at 6%; with 100% employer match about $59,441 at 4% or $39,627 at 6%.
Triad Advisors 401K & Profit Sharing-46$1,512,734$218,743$4,755iApproximate average salary by contribution assumption: employee only about $118,882 at 4% or $79,255 at 6%; with 50% employer match about $79,255 at 4% or $52,836 at 6%; with 100% employer match about $59,441 at 4% or $39,627 at 6%.
2009143$1,206,135$222,153$5,166iApproximate average salary by contribution assumption: employee only about $129,159 at 4% or $86,106 at 6%; with 50% employer match about $86,106 at 4% or $57,404 at 6%; with 100% employer match about $64,579 at 4% or $43,053 at 6%.
Triad Advisors 401K & Profit Sharing-43$1,206,135$222,153$5,166iApproximate average salary by contribution assumption: employee only about $129,159 at 4% or $86,106 at 6%; with 50% employer match about $86,106 at 4% or $57,404 at 6%; with 100% employer match about $64,579 at 4% or $43,053 at 6%.
2008148$827,060$206,619$4,305iApproximate average salary by contribution assumption: employee only about $107,614 at 4% or $71,743 at 6%; with 50% employer match about $71,743 at 4% or $47,828 at 6%; with 100% employer match about $53,807 at 4% or $35,871 at 6%.
Triad Advisors 401K & Profit Sharing-48$827,060$206,619$4,305iApproximate average salary by contribution assumption: employee only about $107,614 at 4% or $71,743 at 6%; with 50% employer match about $71,743 at 4% or $47,828 at 6%; with 100% employer match about $53,807 at 4% or $35,871 at 6%.
2007136$0$0-
Triad Advisors 401K & Profit Sharing-36---
2005121$603,230$126,087$6,004iApproximate average salary by contribution assumption: employee only about $150,104 at 4% or $100,069 at 6%; with 50% employer match about $100,069 at 4% or $66,713 at 6%; with 100% employer match about $75,052 at 4% or $50,035 at 6%.
Triad Advisors 401K & Profit Sharing-21$603,230$126,087$6,004iApproximate average salary by contribution assumption: employee only about $150,104 at 4% or $100,069 at 6%; with 50% employer match about $100,069 at 4% or $66,713 at 6%; with 100% employer match about $75,052 at 4% or $50,035 at 6%.
2004125$557,332$114,378$4,575iApproximate average salary by contribution assumption: employee only about $114,378 at 4% or $76,252 at 6%; with 50% employer match about $76,252 at 4% or $50,835 at 6%; with 100% employer match about $57,189 at 4% or $38,126 at 6%.
Triad Advisors 401K & Profit Sharing-25$557,332$114,378$4,575iApproximate average salary by contribution assumption: employee only about $114,378 at 4% or $76,252 at 6%; with 50% employer match about $76,252 at 4% or $50,835 at 6%; with 100% employer match about $57,189 at 4% or $38,126 at 6%.
2003124$396,459$100,660$4,194iApproximate average salary by contribution assumption: employee only about $104,854 at 4% or $69,903 at 6%; with 50% employer match about $69,903 at 4% or $46,602 at 6%; with 100% employer match about $52,427 at 4% or $34,951 at 6%.
Triad Advisors 401K & Profit Sharing-24$396,459$100,660$4,194iApproximate average salary by contribution assumption: employee only about $104,854 at 4% or $69,903 at 6%; with 50% employer match about $69,903 at 4% or $46,602 at 6%; with 100% employer match about $52,427 at 4% or $34,951 at 6%.
2002117$223,551$64,053$3,768iApproximate average salary by contribution assumption: employee only about $94,196 at 4% or $62,797 at 6%; with 50% employer match about $62,797 at 4% or $41,865 at 6%; with 100% employer match about $47,098 at 4% or $31,399 at 6%.
Triad Advisors 401K & Profit Sharing-17$223,551$64,053$3,768iApproximate average salary by contribution assumption: employee only about $94,196 at 4% or $62,797 at 6%; with 50% employer match about $62,797 at 4% or $41,865 at 6%; with 100% employer match about $47,098 at 4% or $31,399 at 6%.
2001113$0$0-
Triad Advisors 401K & Profit Sharing-13---
200018$225,414$242,930$30,366iApproximate average salary by contribution assumption: employee only about $759,156 at 4% or $506,104 at 6%; with 50% employer match about $506,104 at 4% or $337,403 at 6%; with 100% employer match about $379,578 at 4% or $253,052 at 6%.
Triad Advisors 401K & Profit Sharing-8$225,414$242,930$30,366iApproximate average salary by contribution assumption: employee only about $759,156 at 4% or $506,104 at 6%; with 50% employer match about $506,104 at 4% or $337,403 at 6%; with 100% employer match about $379,578 at 4% or $253,052 at 6%.