Secretariat Advisors LLC
Plan context: Secretariat Advisors LLC 401(K) Profit Sharing Plan & Trust
EIN 82-4596089 • Atlanta, GA • 13 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
363
2024 Assets
$36,524,853
2024 Contributions
$7,645,078
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 363 | $36,524,853 | $7,645,078 | $21,061iApproximate average salary by contribution assumption: employee only about $526,521 at 4% or $351,014 at 6%; with 50% employer match about $351,014 at 4% or $234,009 at 6%; with 100% employer match about $263,260 at 4% or $175,507 at 6%. |
| Secretariat Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 363 | $36,524,853 | $7,645,078 | $21,061iApproximate average salary by contribution assumption: employee only about $526,521 at 4% or $351,014 at 6%; with 50% employer match about $351,014 at 4% or $234,009 at 6%; with 100% employer match about $263,260 at 4% or $175,507 at 6%. |
| Secretariat Advisors LLC Health and Welfare Plan | - | 346 | - | - | - |
| 2023 | 2 | 343 | $20,008,326 | $5,116,659 | $14,917iApproximate average salary by contribution assumption: employee only about $372,934 at 4% or $248,623 at 6%; with 50% employer match about $248,623 at 4% or $165,749 at 6%; with 100% employer match about $186,467 at 4% or $124,311 at 6%. |
| Secretariat Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 251 | $20,008,326 | $5,116,659 | $20,385iApproximate average salary by contribution assumption: employee only about $509,627 at 4% or $339,752 at 6%; with 50% employer match about $339,752 at 4% or $226,501 at 6%; with 100% employer match about $254,814 at 4% or $169,876 at 6%. |
| Secretariat Advisors LLC Health and Welfare Plan | - | 343 | - | - | - |
| 2022 | 7 | 173 | $12,697,615 | $3,218,504 | $18,604iApproximate average salary by contribution assumption: employee only about $465,102 at 4% or $310,068 at 6%; with 50% employer match about $310,068 at 4% or $206,712 at 6%; with 100% employer match about $232,551 at 4% or $155,034 at 6%. |
| Secretariat Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 76 | $12,697,615 | $3,218,504 | $42,349iApproximate average salary by contribution assumption: employee only about $1,058,718 at 4% or $705,812 at 6%; with 50% employer match about $705,812 at 4% or $470,542 at 6%; with 100% employer match about $529,359 at 4% or $352,906 at 6%. |
| Secretariat Advisors LLC Health and Welfare Plan | - | 173 | - | - | - |
| SECRETARIAT ADVISORS LLC FSA AND HRA | - | 0 | - | - | - |
| SECRETARIAT ADVISORS LLC MEDICAL, DENTAL, VISION | - | 0 | - | - | - |
| SECRETARIAT ADVISORS LLC LTD | - | 0 | - | - | - |
| SECRETARIAT ADVISORS LLC STD | - | 0 | - | - | - |
| SECRETARIAT ADVISORS LLC BASIC AND VOL AD&D | - | 0 | - | - | - |
| 2021 | 1 | 76 | $12,999,750 | $4,729,723 | $62,233iApproximate average salary by contribution assumption: employee only about $1,555,830 at 4% or $1,037,220 at 6%; with 50% employer match about $1,037,220 at 4% or $691,480 at 6%; with 100% employer match about $777,915 at 4% or $518,610 at 6%. |
| Secretariat Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 76 | $12,999,750 | $4,729,723 | $62,233iApproximate average salary by contribution assumption: employee only about $1,555,830 at 4% or $1,037,220 at 6%; with 50% employer match about $1,037,220 at 4% or $691,480 at 6%; with 100% employer match about $777,915 at 4% or $518,610 at 6%. |
| 2020 | 1 | 100 | $6,997,115 | $1,367,392 | $13,674iApproximate average salary by contribution assumption: employee only about $341,848 at 4% or $227,899 at 6%; with 50% employer match about $227,899 at 4% or $151,932 at 6%; with 100% employer match about $170,924 at 4% or $113,949 at 6%. |
| Secretariat Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 100 | $6,997,115 | $1,367,392 | $13,674iApproximate average salary by contribution assumption: employee only about $341,848 at 4% or $227,899 at 6%; with 50% employer match about $227,899 at 4% or $151,932 at 6%; with 100% employer match about $170,924 at 4% or $113,949 at 6%. |