Civic Intelligence

Appomattox Advisory Inc.

Plan context: Appomattox Advisory 401(K) Plan

EIN 83-0457087 • 16 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,806,134

2024 Contributions

$66,312

Historical Graphs

Total Assets Over Time

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

$2,416,844$1,208,422$0200920172024YearValue
$1,806,134Latest year 2024

Participants Over Time

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

1160200920172024YearValue
5Latest 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
202415$1,806,134$0-
Appomattox Advisory 401(K) Plan-5$1,806,134--
202316$2,416,844$66,312$11,052iApproximate average salary by contribution assumption: employee only about $276,300 at 4% or $184,200 at 6%; with 50% employer match about $184,200 at 4% or $122,800 at 6%; with 100% employer match about $138,150 at 4% or $92,100 at 6%.
Appomattox Advisory 401(K) Plan-6$2,416,844$66,312$11,052iApproximate average salary by contribution assumption: employee only about $276,300 at 4% or $184,200 at 6%; with 50% employer match about $184,200 at 4% or $122,800 at 6%; with 100% employer match about $138,150 at 4% or $92,100 at 6%.
202219$2,258,502$122,551$13,617iApproximate average salary by contribution assumption: employee only about $340,419 at 4% or $226,946 at 6%; with 50% employer match about $226,946 at 4% or $151,298 at 6%; with 100% employer match about $170,210 at 4% or $113,473 at 6%.
Appomattox Advisory 401(K) Plan-9$2,258,502$122,551$13,617iApproximate average salary by contribution assumption: employee only about $340,419 at 4% or $226,946 at 6%; with 50% employer match about $226,946 at 4% or $151,298 at 6%; with 100% employer match about $170,210 at 4% or $113,473 at 6%.
2021110$2,401,469$182,924$18,292iApproximate average salary by contribution assumption: employee only about $457,310 at 4% or $304,873 at 6%; with 50% employer match about $304,873 at 4% or $203,249 at 6%; with 100% employer match about $228,655 at 4% or $152,437 at 6%.
Appomattox Advisory 401(K) Plan-10$2,401,469$182,924$18,292iApproximate average salary by contribution assumption: employee only about $457,310 at 4% or $304,873 at 6%; with 50% employer match about $304,873 at 4% or $203,249 at 6%; with 100% employer match about $228,655 at 4% or $152,437 at 6%.
2020110$2,050,908$182,662$18,266iApproximate average salary by contribution assumption: employee only about $456,655 at 4% or $304,437 at 6%; with 50% employer match about $304,437 at 4% or $202,958 at 6%; with 100% employer match about $228,328 at 4% or $152,218 at 6%.
Appomattox Advisory 401(K) Plan-10$2,050,908$182,662$18,266iApproximate average salary by contribution assumption: employee only about $456,655 at 4% or $304,437 at 6%; with 50% employer match about $304,437 at 4% or $202,958 at 6%; with 100% employer match about $228,328 at 4% or $152,218 at 6%.
2019110$1,636,331$149,846$14,985iApproximate average salary by contribution assumption: employee only about $374,615 at 4% or $249,743 at 6%; with 50% employer match about $249,743 at 4% or $166,496 at 6%; with 100% employer match about $187,308 at 4% or $124,872 at 6%.
Appomattox Advisory 401(K) Plan-10$1,636,331$149,846$14,985iApproximate average salary by contribution assumption: employee only about $374,615 at 4% or $249,743 at 6%; with 50% employer match about $249,743 at 4% or $166,496 at 6%; with 100% employer match about $187,308 at 4% or $124,872 at 6%.
2018111$1,360,030$146,400$13,309iApproximate average salary by contribution assumption: employee only about $332,727 at 4% or $221,818 at 6%; with 50% employer match about $221,818 at 4% or $147,879 at 6%; with 100% employer match about $166,364 at 4% or $110,909 at 6%.
Appomattox Advisory 401(K) Plan-11$1,360,030$146,400$13,309iApproximate average salary by contribution assumption: employee only about $332,727 at 4% or $221,818 at 6%; with 50% employer match about $221,818 at 4% or $147,879 at 6%; with 100% employer match about $166,364 at 4% or $110,909 at 6%.
201719$1,275,937$137,790$15,310iApproximate average salary by contribution assumption: employee only about $382,750 at 4% or $255,167 at 6%; with 50% employer match about $255,167 at 4% or $170,111 at 6%; with 100% employer match about $191,375 at 4% or $127,583 at 6%.
Appomattox Advisory 401(K) Plan-9$1,275,937$137,790$15,310iApproximate average salary by contribution assumption: employee only about $382,750 at 4% or $255,167 at 6%; with 50% employer match about $255,167 at 4% or $170,111 at 6%; with 100% employer match about $191,375 at 4% or $127,583 at 6%.
201617$1,065,925$126,073$18,010iApproximate average salary by contribution assumption: employee only about $450,261 at 4% or $300,174 at 6%; with 50% employer match about $300,174 at 4% or $200,116 at 6%; with 100% employer match about $225,130 at 4% or $150,087 at 6%.
Appomattox Advisory 401(K) Plan-7$1,065,925$126,073$18,010iApproximate average salary by contribution assumption: employee only about $450,261 at 4% or $300,174 at 6%; with 50% employer match about $300,174 at 4% or $200,116 at 6%; with 100% employer match about $225,130 at 4% or $150,087 at 6%.
201519$866,329$140,304$15,589iApproximate average salary by contribution assumption: employee only about $389,733 at 4% or $259,822 at 6%; with 50% employer match about $259,822 at 4% or $173,215 at 6%; with 100% employer match about $194,867 at 4% or $129,911 at 6%.
Appomattox Advisory 401(K) Plan-9$866,329$140,304$15,589iApproximate average salary by contribution assumption: employee only about $389,733 at 4% or $259,822 at 6%; with 50% employer match about $259,822 at 4% or $173,215 at 6%; with 100% employer match about $194,867 at 4% or $129,911 at 6%.
201418$728,629$126,345$15,793iApproximate average salary by contribution assumption: employee only about $394,828 at 4% or $263,219 at 6%; with 50% employer match about $263,219 at 4% or $175,479 at 6%; with 100% employer match about $197,414 at 4% or $131,609 at 6%.
Appomattox Advisory 401(K) Plan-8$728,629$126,345$15,793iApproximate average salary by contribution assumption: employee only about $394,828 at 4% or $263,219 at 6%; with 50% employer match about $263,219 at 4% or $175,479 at 6%; with 100% employer match about $197,414 at 4% or $131,609 at 6%.
201315$742,307$114,032$22,806iApproximate average salary by contribution assumption: employee only about $570,160 at 4% or $380,107 at 6%; with 50% employer match about $380,107 at 4% or $253,404 at 6%; with 100% employer match about $285,080 at 4% or $190,053 at 6%.
Appomattox Advisory 401(K) Plan-5$742,307$114,032$22,806iApproximate average salary by contribution assumption: employee only about $570,160 at 4% or $380,107 at 6%; with 50% employer match about $380,107 at 4% or $253,404 at 6%; with 100% employer match about $285,080 at 4% or $190,053 at 6%.
201214$500,871$96,836$24,209iApproximate average salary by contribution assumption: employee only about $605,225 at 4% or $403,483 at 6%; with 50% employer match about $403,483 at 4% or $268,989 at 6%; with 100% employer match about $302,613 at 4% or $201,742 at 6%.
Appomattox Advisory 401(K) Plan-4$500,871$96,836$24,209iApproximate average salary by contribution assumption: employee only about $605,225 at 4% or $403,483 at 6%; with 50% employer match about $403,483 at 4% or $268,989 at 6%; with 100% employer match about $302,613 at 4% or $201,742 at 6%.
201114$384,474$93,733$23,433iApproximate average salary by contribution assumption: employee only about $585,831 at 4% or $390,554 at 6%; with 50% employer match about $390,554 at 4% or $260,369 at 6%; with 100% employer match about $292,916 at 4% or $195,277 at 6%.
Appomattox Advisory 401(K) Plan-4$384,474$93,733$23,433iApproximate average salary by contribution assumption: employee only about $585,831 at 4% or $390,554 at 6%; with 50% employer match about $390,554 at 4% or $260,369 at 6%; with 100% employer match about $292,916 at 4% or $195,277 at 6%.
201013$342,755$174,779$58,260iApproximate average salary by contribution assumption: employee only about $1,456,492 at 4% or $970,994 at 6%; with 50% employer match about $970,994 at 4% or $647,330 at 6%; with 100% employer match about $728,246 at 4% or $485,497 at 6%.
Appomattox Advisory 401(K) Plan-3$342,755$174,779$58,260iApproximate average salary by contribution assumption: employee only about $1,456,492 at 4% or $970,994 at 6%; with 50% employer match about $970,994 at 4% or $647,330 at 6%; with 100% employer match about $728,246 at 4% or $485,497 at 6%.
200912$123,188$83,250$41,625iApproximate average salary by contribution assumption: employee only about $1,040,625 at 4% or $693,750 at 6%; with 50% employer match about $693,750 at 4% or $462,500 at 6%; with 100% employer match about $520,313 at 4% or $346,875 at 6%.
Appomattox Advisory 401(K) Plan-2$123,188$83,250$41,625iApproximate average salary by contribution assumption: employee only about $1,040,625 at 4% or $693,750 at 6%; with 50% employer match about $693,750 at 4% or $462,500 at 6%; with 100% employer match about $520,313 at 4% or $346,875 at 6%.