Civic Intelligence

Academy Capital Management

Plan context: Academy Capital Management 401(K) Profit Sharing Plan

EIN 74-2411461 • Waco, TX • 26 filings • 3 plans

500 N. Valley Mills Dr., Suite 200Waco, TX 76710
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$7,957,112

2024 Contributions

$330,612

Historical Graphs

Total Assets Over Time

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

$7,957,112$3,978,556$0199920122024YearValue
$7,957,112Latest year 2024

Participants Over Time

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

1160199920122024YearValue
10Latest 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
2024110$7,957,112$330,612$33,061iApproximate average salary by contribution assumption: employee only about $826,530 at 4% or $551,020 at 6%; with 50% employer match about $551,020 at 4% or $367,347 at 6%; with 100% employer match about $413,265 at 4% or $275,510 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-10$7,957,112$330,612$33,061iApproximate average salary by contribution assumption: employee only about $826,530 at 4% or $551,020 at 6%; with 50% employer match about $551,020 at 4% or $367,347 at 6%; with 100% employer match about $413,265 at 4% or $275,510 at 6%.
2023111$6,542,867$277,075$25,189iApproximate average salary by contribution assumption: employee only about $629,716 at 4% or $419,811 at 6%; with 50% employer match about $419,811 at 4% or $279,874 at 6%; with 100% employer match about $314,858 at 4% or $209,905 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-11$6,542,867$277,075$25,189iApproximate average salary by contribution assumption: employee only about $629,716 at 4% or $419,811 at 6%; with 50% employer match about $419,811 at 4% or $279,874 at 6%; with 100% employer match about $314,858 at 4% or $209,905 at 6%.
2022111$4,886,932$250,244$22,749iApproximate average salary by contribution assumption: employee only about $568,736 at 4% or $379,158 at 6%; with 50% employer match about $379,158 at 4% or $252,772 at 6%; with 100% employer match about $284,368 at 4% or $189,579 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-11$4,886,932$250,244$22,749iApproximate average salary by contribution assumption: employee only about $568,736 at 4% or $379,158 at 6%; with 50% employer match about $379,158 at 4% or $252,772 at 6%; with 100% employer match about $284,368 at 4% or $189,579 at 6%.
2021111$5,633,678$264,903$24,082iApproximate average salary by contribution assumption: employee only about $602,052 at 4% or $401,368 at 6%; with 50% employer match about $401,368 at 4% or $267,579 at 6%; with 100% employer match about $301,026 at 4% or $200,684 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-11$5,633,678$264,903$24,082iApproximate average salary by contribution assumption: employee only about $602,052 at 4% or $401,368 at 6%; with 50% employer match about $401,368 at 4% or $267,579 at 6%; with 100% employer match about $301,026 at 4% or $200,684 at 6%.
2020111$4,812,374$219,610$19,965iApproximate average salary by contribution assumption: employee only about $499,114 at 4% or $332,742 at 6%; with 50% employer match about $332,742 at 4% or $221,828 at 6%; with 100% employer match about $249,557 at 4% or $166,371 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-11$4,812,374$219,610$19,965iApproximate average salary by contribution assumption: employee only about $499,114 at 4% or $332,742 at 6%; with 50% employer match about $332,742 at 4% or $221,828 at 6%; with 100% employer match about $249,557 at 4% or $166,371 at 6%.
201918$4,376,166$183,512$22,939iApproximate average salary by contribution assumption: employee only about $573,475 at 4% or $382,317 at 6%; with 50% employer match about $382,317 at 4% or $254,878 at 6%; with 100% employer match about $286,738 at 4% or $191,158 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$4,376,166$183,512$22,939iApproximate average salary by contribution assumption: employee only about $573,475 at 4% or $382,317 at 6%; with 50% employer match about $382,317 at 4% or $254,878 at 6%; with 100% employer match about $286,738 at 4% or $191,158 at 6%.
201818$3,878,532$222,206$27,776iApproximate average salary by contribution assumption: employee only about $694,394 at 4% or $462,929 at 6%; with 50% employer match about $462,929 at 4% or $308,619 at 6%; with 100% employer match about $347,197 at 4% or $231,465 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$3,878,532$222,206$27,776iApproximate average salary by contribution assumption: employee only about $694,394 at 4% or $462,929 at 6%; with 50% employer match about $462,929 at 4% or $308,619 at 6%; with 100% employer match about $347,197 at 4% or $231,465 at 6%.
201717$4,072,143$210,042$30,006iApproximate average salary by contribution assumption: employee only about $750,150 at 4% or $500,100 at 6%; with 50% employer match about $500,100 at 4% or $333,400 at 6%; with 100% employer match about $375,075 at 4% or $250,050 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-7$4,072,143$210,042$30,006iApproximate average salary by contribution assumption: employee only about $750,150 at 4% or $500,100 at 6%; with 50% employer match about $500,100 at 4% or $333,400 at 6%; with 100% employer match about $375,075 at 4% or $250,050 at 6%.
201618$3,471,184$240,808$30,101iApproximate average salary by contribution assumption: employee only about $752,525 at 4% or $501,683 at 6%; with 50% employer match about $501,683 at 4% or $334,456 at 6%; with 100% employer match about $376,263 at 4% or $250,842 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$3,471,184$240,808$30,101iApproximate average salary by contribution assumption: employee only about $752,525 at 4% or $501,683 at 6%; with 50% employer match about $501,683 at 4% or $334,456 at 6%; with 100% employer match about $376,263 at 4% or $250,842 at 6%.
201518$3,085,812$255,460$31,933iApproximate average salary by contribution assumption: employee only about $798,313 at 4% or $532,208 at 6%; with 50% employer match about $532,208 at 4% or $354,806 at 6%; with 100% employer match about $399,156 at 4% or $266,104 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$3,085,812$255,460$31,933iApproximate average salary by contribution assumption: employee only about $798,313 at 4% or $532,208 at 6%; with 50% employer match about $532,208 at 4% or $354,806 at 6%; with 100% employer match about $399,156 at 4% or $266,104 at 6%.
201418$2,938,445$224,710$28,089iApproximate average salary by contribution assumption: employee only about $702,219 at 4% or $468,146 at 6%; with 50% employer match about $468,146 at 4% or $312,097 at 6%; with 100% employer match about $351,109 at 4% or $234,073 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$2,938,445$224,710$28,089iApproximate average salary by contribution assumption: employee only about $702,219 at 4% or $468,146 at 6%; with 50% employer match about $468,146 at 4% or $312,097 at 6%; with 100% employer match about $351,109 at 4% or $234,073 at 6%.
201319$2,581,538$221,452$24,606iApproximate average salary by contribution assumption: employee only about $615,144 at 4% or $410,096 at 6%; with 50% employer match about $410,096 at 4% or $273,398 at 6%; with 100% employer match about $307,572 at 4% or $205,048 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-9$2,581,538$221,452$24,606iApproximate average salary by contribution assumption: employee only about $615,144 at 4% or $410,096 at 6%; with 50% employer match about $410,096 at 4% or $273,398 at 6%; with 100% employer match about $307,572 at 4% or $205,048 at 6%.
201218$1,919,683$233,537$29,192iApproximate average salary by contribution assumption: employee only about $729,803 at 4% or $486,535 at 6%; with 50% employer match about $486,535 at 4% or $324,357 at 6%; with 100% employer match about $364,902 at 4% or $243,268 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$1,919,683$233,537$29,192iApproximate average salary by contribution assumption: employee only about $729,803 at 4% or $486,535 at 6%; with 50% employer match about $486,535 at 4% or $324,357 at 6%; with 100% employer match about $364,902 at 4% or $243,268 at 6%.
201118$1,630,790$238,009$29,751iApproximate average salary by contribution assumption: employee only about $743,778 at 4% or $495,852 at 6%; with 50% employer match about $495,852 at 4% or $330,568 at 6%; with 100% employer match about $371,889 at 4% or $247,926 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$1,630,790$238,009$29,751iApproximate average salary by contribution assumption: employee only about $743,778 at 4% or $495,852 at 6%; with 50% employer match about $495,852 at 4% or $330,568 at 6%; with 100% employer match about $371,889 at 4% or $247,926 at 6%.
201018$1,251,602$223,069$27,884iApproximate average salary by contribution assumption: employee only about $697,091 at 4% or $464,727 at 6%; with 50% employer match about $464,727 at 4% or $309,818 at 6%; with 100% employer match about $348,545 at 4% or $232,364 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$1,251,602$223,069$27,884iApproximate average salary by contribution assumption: employee only about $697,091 at 4% or $464,727 at 6%; with 50% employer match about $464,727 at 4% or $309,818 at 6%; with 100% employer match about $348,545 at 4% or $232,364 at 6%.
200917$2,080,881$220,908$31,558iApproximate average salary by contribution assumption: employee only about $788,957 at 4% or $525,971 at 6%; with 50% employer match about $525,971 at 4% or $350,648 at 6%; with 100% employer match about $394,479 at 4% or $262,986 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-7$2,080,881$220,908$31,558iApproximate average salary by contribution assumption: employee only about $788,957 at 4% or $525,971 at 6%; with 50% employer match about $525,971 at 4% or $350,648 at 6%; with 100% employer match about $394,479 at 4% or $262,986 at 6%.
200818$1,429,734$205,603$25,700iApproximate average salary by contribution assumption: employee only about $642,509 at 4% or $428,340 at 6%; with 50% employer match about $428,340 at 4% or $285,560 at 6%; with 100% employer match about $321,255 at 4% or $214,170 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$1,429,734$205,603$25,700iApproximate average salary by contribution assumption: employee only about $642,509 at 4% or $428,340 at 6%; with 50% employer match about $428,340 at 4% or $285,560 at 6%; with 100% employer match about $321,255 at 4% or $214,170 at 6%.
200718$1,542,022$185,378$23,172iApproximate average salary by contribution assumption: employee only about $579,306 at 4% or $386,204 at 6%; with 50% employer match about $386,204 at 4% or $257,469 at 6%; with 100% employer match about $289,653 at 4% or $193,102 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-8$1,542,022$185,378$23,172iApproximate average salary by contribution assumption: employee only about $579,306 at 4% or $386,204 at 6%; with 50% employer match about $386,204 at 4% or $257,469 at 6%; with 100% employer match about $289,653 at 4% or $193,102 at 6%.
200617$1,375,392$234,630$33,519iApproximate average salary by contribution assumption: employee only about $837,964 at 4% or $558,643 at 6%; with 50% employer match about $558,643 at 4% or $372,429 at 6%; with 100% employer match about $418,982 at 4% or $279,321 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-7$1,375,392$234,630$33,519iApproximate average salary by contribution assumption: employee only about $837,964 at 4% or $558,643 at 6%; with 50% employer match about $558,643 at 4% or $372,429 at 6%; with 100% employer match about $418,982 at 4% or $279,321 at 6%.
200515$989,870$134,467$26,893iApproximate average salary by contribution assumption: employee only about $672,335 at 4% or $448,223 at 6%; with 50% employer match about $448,223 at 4% or $298,816 at 6%; with 100% employer match about $336,168 at 4% or $224,112 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-5$989,870$134,467$26,893iApproximate average salary by contribution assumption: employee only about $672,335 at 4% or $448,223 at 6%; with 50% employer match about $448,223 at 4% or $298,816 at 6%; with 100% employer match about $336,168 at 4% or $224,112 at 6%.
200415$861,206$127,094$25,419iApproximate average salary by contribution assumption: employee only about $635,470 at 4% or $423,647 at 6%; with 50% employer match about $423,647 at 4% or $282,431 at 6%; with 100% employer match about $317,735 at 4% or $211,823 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-5$861,206$127,094$25,419iApproximate average salary by contribution assumption: employee only about $635,470 at 4% or $423,647 at 6%; with 50% employer match about $423,647 at 4% or $282,431 at 6%; with 100% employer match about $317,735 at 4% or $211,823 at 6%.
200315$662,665$75,793$15,159iApproximate average salary by contribution assumption: employee only about $378,965 at 4% or $252,643 at 6%; with 50% employer match about $252,643 at 4% or $168,429 at 6%; with 100% employer match about $189,483 at 4% or $126,322 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-5$662,665$75,793$15,159iApproximate average salary by contribution assumption: employee only about $378,965 at 4% or $252,643 at 6%; with 50% employer match about $252,643 at 4% or $168,429 at 6%; with 100% employer match about $189,483 at 4% or $126,322 at 6%.
200215$515,471$75,325$15,065iApproximate average salary by contribution assumption: employee only about $376,625 at 4% or $251,083 at 6%; with 50% employer match about $251,083 at 4% or $167,389 at 6%; with 100% employer match about $188,313 at 4% or $125,542 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-5$515,471$75,325$15,065iApproximate average salary by contribution assumption: employee only about $376,625 at 4% or $251,083 at 6%; with 50% employer match about $251,083 at 4% or $167,389 at 6%; with 100% employer match about $188,313 at 4% or $125,542 at 6%.
200115$400,449$60,327$12,065iApproximate average salary by contribution assumption: employee only about $301,635 at 4% or $201,090 at 6%; with 50% employer match about $201,090 at 4% or $134,060 at 6%; with 100% employer match about $150,818 at 4% or $100,545 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-5$400,449$60,327$12,065iApproximate average salary by contribution assumption: employee only about $301,635 at 4% or $201,090 at 6%; with 50% employer match about $201,090 at 4% or $134,060 at 6%; with 100% employer match about $150,818 at 4% or $100,545 at 6%.
200015$333,015$63,419$12,684iApproximate average salary by contribution assumption: employee only about $317,095 at 4% or $211,397 at 6%; with 50% employer match about $211,397 at 4% or $140,931 at 6%; with 100% employer match about $158,548 at 4% or $105,698 at 6%.
Academy Capital Management 401(K) Profit Sharing Plan-5$333,015$63,419$12,684iApproximate average salary by contribution assumption: employee only about $317,095 at 4% or $211,397 at 6%; with 50% employer match about $211,397 at 4% or $140,931 at 6%; with 100% employer match about $158,548 at 4% or $105,698 at 6%.
199914$278,478$0-
Academy Capital Management 401(K) Profit Sharing Plan-4$278,478--