Civic Intelligence

Aviance Capital Partners LLC

Plan context: Aviance Capital Partners 401K Plan

EIN 80-0160107 • Naples, FL • 11 filings • 1 plans

2180 Immokalee Road Suite 301Naples, FL 34110
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$1,568,636

2023 Contributions

$205,518

Historical Graphs

Total Assets Over Time

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

$1,568,636$784,318$0201320182023YearValue
$1,568,636Latest year 2023

Participants Over Time

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

1260201320182023YearValue
12Latest year 2023

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
2023112$1,568,636$205,518$17,127iApproximate average salary by contribution assumption: employee only about $428,163 at 4% or $285,442 at 6%; with 50% employer match about $285,442 at 4% or $190,294 at 6%; with 100% employer match about $214,081 at 4% or $142,721 at 6%.
Aviance Capital Partners 401K Plan-12$1,568,636$205,518$17,127iApproximate average salary by contribution assumption: employee only about $428,163 at 4% or $285,442 at 6%; with 50% employer match about $285,442 at 4% or $190,294 at 6%; with 100% employer match about $214,081 at 4% or $142,721 at 6%.
2022110$1,173,063$212,842$21,284iApproximate average salary by contribution assumption: employee only about $532,105 at 4% or $354,737 at 6%; with 50% employer match about $354,737 at 4% or $236,491 at 6%; with 100% employer match about $266,053 at 4% or $177,368 at 6%.
Aviance Capital Partners 401K Plan-10$1,173,063$212,842$21,284iApproximate average salary by contribution assumption: employee only about $532,105 at 4% or $354,737 at 6%; with 50% employer match about $354,737 at 4% or $236,491 at 6%; with 100% employer match about $266,053 at 4% or $177,368 at 6%.
2021110$1,194,268$180,775$18,078iApproximate average salary by contribution assumption: employee only about $451,938 at 4% or $301,292 at 6%; with 50% employer match about $301,292 at 4% or $200,861 at 6%; with 100% employer match about $225,969 at 4% or $150,646 at 6%.
Aviance Capital Partners 401K Plan-10$1,194,268$180,775$18,078iApproximate average salary by contribution assumption: employee only about $451,938 at 4% or $301,292 at 6%; with 50% employer match about $301,292 at 4% or $200,861 at 6%; with 100% employer match about $225,969 at 4% or $150,646 at 6%.
202018$817,922$215,550$26,944iApproximate average salary by contribution assumption: employee only about $673,594 at 4% or $449,063 at 6%; with 50% employer match about $449,063 at 4% or $299,375 at 6%; with 100% employer match about $336,797 at 4% or $224,531 at 6%.
Aviance Capital Partners 401K Plan-8$817,922$215,550$26,944iApproximate average salary by contribution assumption: employee only about $673,594 at 4% or $449,063 at 6%; with 50% employer match about $449,063 at 4% or $299,375 at 6%; with 100% employer match about $336,797 at 4% or $224,531 at 6%.
201917$550,676$171,080$24,440iApproximate average salary by contribution assumption: employee only about $611,000 at 4% or $407,333 at 6%; with 50% employer match about $407,333 at 4% or $271,556 at 6%; with 100% employer match about $305,500 at 4% or $203,667 at 6%.
Aviance Capital Partners 401K Plan-7$550,676$171,080$24,440iApproximate average salary by contribution assumption: employee only about $611,000 at 4% or $407,333 at 6%; with 50% employer match about $407,333 at 4% or $271,556 at 6%; with 100% employer match about $305,500 at 4% or $203,667 at 6%.
201818$295,263$147,368$18,421iApproximate average salary by contribution assumption: employee only about $460,525 at 4% or $307,017 at 6%; with 50% employer match about $307,017 at 4% or $204,678 at 6%; with 100% employer match about $230,263 at 4% or $153,508 at 6%.
Aviance Capital Partners 401K Plan-8$295,263$147,368$18,421iApproximate average salary by contribution assumption: employee only about $460,525 at 4% or $307,017 at 6%; with 50% employer match about $307,017 at 4% or $204,678 at 6%; with 100% employer match about $230,263 at 4% or $153,508 at 6%.
201716$311,483$47,219$7,870iApproximate average salary by contribution assumption: employee only about $196,746 at 4% or $131,164 at 6%; with 50% employer match about $131,164 at 4% or $87,443 at 6%; with 100% employer match about $98,373 at 4% or $65,582 at 6%.
Aviance Capital Partners 401K Plan-6$311,483$47,219$7,870iApproximate average salary by contribution assumption: employee only about $196,746 at 4% or $131,164 at 6%; with 50% employer match about $131,164 at 4% or $87,443 at 6%; with 100% employer match about $98,373 at 4% or $65,582 at 6%.
201616$613,420$139,400$23,233iApproximate average salary by contribution assumption: employee only about $580,833 at 4% or $387,222 at 6%; with 50% employer match about $387,222 at 4% or $258,148 at 6%; with 100% employer match about $290,417 at 4% or $193,611 at 6%.
Aviance Capital Partners 401K Plan-6$613,420$139,400$23,233iApproximate average salary by contribution assumption: employee only about $580,833 at 4% or $387,222 at 6%; with 50% employer match about $387,222 at 4% or $258,148 at 6%; with 100% employer match about $290,417 at 4% or $193,611 at 6%.
201517$516,742$159,000$22,714iApproximate average salary by contribution assumption: employee only about $567,857 at 4% or $378,571 at 6%; with 50% employer match about $378,571 at 4% or $252,381 at 6%; with 100% employer match about $283,929 at 4% or $189,286 at 6%.
Aviance Capital Partners 401K Plan-7$516,742$159,000$22,714iApproximate average salary by contribution assumption: employee only about $567,857 at 4% or $378,571 at 6%; with 50% employer match about $378,571 at 4% or $252,381 at 6%; with 100% employer match about $283,929 at 4% or $189,286 at 6%.
201416$427,792$135,252$22,542iApproximate average salary by contribution assumption: employee only about $563,550 at 4% or $375,700 at 6%; with 50% employer match about $375,700 at 4% or $250,467 at 6%; with 100% employer match about $281,775 at 4% or $187,850 at 6%.
Aviance Capital Partners 401K Plan-6$427,792$135,252$22,542iApproximate average salary by contribution assumption: employee only about $563,550 at 4% or $375,700 at 6%; with 50% employer match about $375,700 at 4% or $250,467 at 6%; with 100% employer match about $281,775 at 4% or $187,850 at 6%.
201317$273,172$272,778$38,968iApproximate average salary by contribution assumption: employee only about $974,207 at 4% or $649,471 at 6%; with 50% employer match about $649,471 at 4% or $432,981 at 6%; with 100% employer match about $487,104 at 4% or $324,736 at 6%.
Aviance Capital Partners 401K Plan-7$273,172$272,778$38,968iApproximate average salary by contribution assumption: employee only about $974,207 at 4% or $649,471 at 6%; with 50% employer match about $649,471 at 4% or $432,981 at 6%; with 100% employer match about $487,104 at 4% or $324,736 at 6%.