Civic Intelligence

Satori Capital, L.L.C.

Plan context: Satori Capital 401(K) Plan

EIN 80-0303624 • Dallas, TX • 12 filings • 1 plans

2501 North Harwood StreetSuite 2001Dallas, TX 75201-1660
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$6,713,135

2024 Contributions

$731,414

Historical Graphs

Total Assets Over Time

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

$6,713,135$3,356,568$0201320192024YearValue
$6,713,135Latest year 2024

Participants Over Time

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

37190201320192024YearValue
35Latest 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
2024135$6,713,135$731,414$20,898iApproximate average salary by contribution assumption: employee only about $522,439 at 4% or $348,292 at 6%; with 50% employer match about $348,292 at 4% or $232,195 at 6%; with 100% employer match about $261,219 at 4% or $174,146 at 6%.
Satori Capital 401(K) Plan-35$6,713,135$731,414$20,898iApproximate average salary by contribution assumption: employee only about $522,439 at 4% or $348,292 at 6%; with 50% employer match about $348,292 at 4% or $232,195 at 6%; with 100% employer match about $261,219 at 4% or $174,146 at 6%.
2023137$5,755,345$721,413$19,498iApproximate average salary by contribution assumption: employee only about $487,441 at 4% or $324,961 at 6%; with 50% employer match about $324,961 at 4% or $216,641 at 6%; with 100% employer match about $243,721 at 4% or $162,480 at 6%.
Satori Capital 401(K) Plan-37$5,755,345$721,413$19,498iApproximate average salary by contribution assumption: employee only about $487,441 at 4% or $324,961 at 6%; with 50% employer match about $324,961 at 4% or $216,641 at 6%; with 100% employer match about $243,721 at 4% or $162,480 at 6%.
2022136$4,326,691$652,749$18,132iApproximate average salary by contribution assumption: employee only about $453,298 at 4% or $302,199 at 6%; with 50% employer match about $302,199 at 4% or $201,466 at 6%; with 100% employer match about $226,649 at 4% or $151,099 at 6%.
Satori Capital 401(K) Plan-36$4,326,691$652,749$18,132iApproximate average salary by contribution assumption: employee only about $453,298 at 4% or $302,199 at 6%; with 50% employer match about $302,199 at 4% or $201,466 at 6%; with 100% employer match about $226,649 at 4% or $151,099 at 6%.
2021128$4,272,197$911,727$32,562iApproximate average salary by contribution assumption: employee only about $814,042 at 4% or $542,695 at 6%; with 50% employer match about $542,695 at 4% or $361,796 at 6%; with 100% employer match about $407,021 at 4% or $271,347 at 6%.
Satori Capital 401(K) Plan-28$4,272,197$911,727$32,562iApproximate average salary by contribution assumption: employee only about $814,042 at 4% or $542,695 at 6%; with 50% employer match about $542,695 at 4% or $361,796 at 6%; with 100% employer match about $407,021 at 4% or $271,347 at 6%.
2020130$3,040,558$467,936$15,598iApproximate average salary by contribution assumption: employee only about $389,947 at 4% or $259,964 at 6%; with 50% employer match about $259,964 at 4% or $173,310 at 6%; with 100% employer match about $194,973 at 4% or $129,982 at 6%.
Satori Capital 401(K) Plan-30$3,040,558$467,936$15,598iApproximate average salary by contribution assumption: employee only about $389,947 at 4% or $259,964 at 6%; with 50% employer match about $259,964 at 4% or $173,310 at 6%; with 100% employer match about $194,973 at 4% or $129,982 at 6%.
2019133$2,418,462$616,744$18,689iApproximate average salary by contribution assumption: employee only about $467,230 at 4% or $311,487 at 6%; with 50% employer match about $311,487 at 4% or $207,658 at 6%; with 100% employer match about $233,615 at 4% or $155,743 at 6%.
Satori Capital 401(K) Plan-33$2,418,462$616,744$18,689iApproximate average salary by contribution assumption: employee only about $467,230 at 4% or $311,487 at 6%; with 50% employer match about $311,487 at 4% or $207,658 at 6%; with 100% employer match about $233,615 at 4% or $155,743 at 6%.
2018131$1,673,237$526,094$16,971iApproximate average salary by contribution assumption: employee only about $424,269 at 4% or $282,846 at 6%; with 50% employer match about $282,846 at 4% or $188,564 at 6%; with 100% employer match about $212,135 at 4% or $141,423 at 6%.
Satori Capital 401(K) Plan-31$1,673,237$526,094$16,971iApproximate average salary by contribution assumption: employee only about $424,269 at 4% or $282,846 at 6%; with 50% employer match about $282,846 at 4% or $188,564 at 6%; with 100% employer match about $212,135 at 4% or $141,423 at 6%.
2017126$1,352,309$329,444$12,671iApproximate average salary by contribution assumption: employee only about $316,773 at 4% or $211,182 at 6%; with 50% employer match about $211,182 at 4% or $140,788 at 6%; with 100% employer match about $158,387 at 4% or $105,591 at 6%.
Satori Capital 401(K) Plan-26$1,352,309$329,444$12,671iApproximate average salary by contribution assumption: employee only about $316,773 at 4% or $211,182 at 6%; with 50% employer match about $211,182 at 4% or $140,788 at 6%; with 100% employer match about $158,387 at 4% or $105,591 at 6%.
2016126$923,094$285,827$10,993iApproximate average salary by contribution assumption: employee only about $274,834 at 4% or $183,222 at 6%; with 50% employer match about $183,222 at 4% or $122,148 at 6%; with 100% employer match about $137,417 at 4% or $91,611 at 6%.
Satori Capital 401(K) Plan-26$923,094$285,827$10,993iApproximate average salary by contribution assumption: employee only about $274,834 at 4% or $183,222 at 6%; with 50% employer match about $183,222 at 4% or $122,148 at 6%; with 100% employer match about $137,417 at 4% or $91,611 at 6%.
2015121$587,548$224,289$10,680iApproximate average salary by contribution assumption: employee only about $267,011 at 4% or $178,007 at 6%; with 50% employer match about $178,007 at 4% or $118,671 at 6%; with 100% employer match about $133,505 at 4% or $89,004 at 6%.
Satori Capital 401(K) Plan-21$587,548$224,289$10,680iApproximate average salary by contribution assumption: employee only about $267,011 at 4% or $178,007 at 6%; with 50% employer match about $178,007 at 4% or $118,671 at 6%; with 100% employer match about $133,505 at 4% or $89,004 at 6%.
2014119$496,469$171,079$9,004iApproximate average salary by contribution assumption: employee only about $225,104 at 4% or $150,069 at 6%; with 50% employer match about $150,069 at 4% or $100,046 at 6%; with 100% employer match about $112,552 at 4% or $75,035 at 6%.
Satori Capital 401(K) Plan-19$496,469$171,079$9,004iApproximate average salary by contribution assumption: employee only about $225,104 at 4% or $150,069 at 6%; with 50% employer match about $150,069 at 4% or $100,046 at 6%; with 100% employer match about $112,552 at 4% or $75,035 at 6%.
2013115$323,790$290,334$19,356iApproximate average salary by contribution assumption: employee only about $483,890 at 4% or $322,593 at 6%; with 50% employer match about $322,593 at 4% or $215,062 at 6%; with 100% employer match about $241,945 at 4% or $161,297 at 6%.
Satori Capital 401(K) Plan-15$323,790$290,334$19,356iApproximate average salary by contribution assumption: employee only about $483,890 at 4% or $322,593 at 6%; with 50% employer match about $322,593 at 4% or $215,062 at 6%; with 100% employer match about $241,945 at 4% or $161,297 at 6%.