Civic Intelligence

AVLIS PARTNERS, LLC

Plan context: AVLIS PARTNERS, LLC CASH BALANCE PLAN

EIN 83-0805716 • Dacula, GA • 10 filings • 2 plans

900 Golf View CourtDacula, GA 30019
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,446,501

2024 Contributions

$37,106

Historical Graphs

Total Assets Over Time

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

$1,446,501$723,251$0202020222024YearValue
$1,446,501Latest year 2024

Participants Over Time

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

740202020222024YearValue
7Latest 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
202427$1,446,501$37,106$5,301iApproximate average salary by contribution assumption: employee only about $132,521 at 4% or $88,348 at 6%; with 50% employer match about $88,348 at 4% or $58,898 at 6%; with 100% employer match about $66,261 at 4% or $44,174 at 6%.
AVLIS PARTNERS, LLC CASH BALANCE PLAN-7$1,149,752$0-
AVLIS PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST-7$296,749$37,106$5,301iApproximate average salary by contribution assumption: employee only about $132,521 at 4% or $88,348 at 6%; with 50% employer match about $88,348 at 4% or $58,898 at 6%; with 100% employer match about $66,261 at 4% or $44,174 at 6%.
202327$1,348,024$36,085$5,155iApproximate average salary by contribution assumption: employee only about $128,875 at 4% or $85,917 at 6%; with 50% employer match about $85,917 at 4% or $57,278 at 6%; with 100% employer match about $64,438 at 4% or $42,958 at 6%.
AVLIS PARTNERS, LLC CASH BALANCE PLAN-7$1,062,478$0-
AVLIS PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST-7$285,546$36,085$5,155iApproximate average salary by contribution assumption: employee only about $128,875 at 4% or $85,917 at 6%; with 50% employer match about $85,917 at 4% or $57,278 at 6%; with 100% employer match about $64,438 at 4% or $42,958 at 6%.
202227$1,205,139$453,899$64,843iApproximate average salary by contribution assumption: employee only about $1,621,068 at 4% or $1,080,712 at 6%; with 50% employer match about $1,080,712 at 4% or $720,475 at 6%; with 100% employer match about $810,534 at 4% or $540,356 at 6%.
AVLIS PARTNERS, LLC CASH BALANCE PLAN-6$978,237$371,641$61,940iApproximate average salary by contribution assumption: employee only about $1,548,504 at 4% or $1,032,336 at 6%; with 50% employer match about $1,032,336 at 4% or $688,224 at 6%; with 100% employer match about $774,252 at 4% or $516,168 at 6%.
AVLIS PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST-7$226,902$82,258$11,751iApproximate average salary by contribution assumption: employee only about $293,779 at 4% or $195,852 at 6%; with 50% employer match about $195,852 at 4% or $130,568 at 6%; with 100% employer match about $146,889 at 4% or $97,926 at 6%.
202124$736,332$322,117$80,529iApproximate average salary by contribution assumption: employee only about $2,013,231 at 4% or $1,342,154 at 6%; with 50% employer match about $1,342,154 at 4% or $894,769 at 6%; with 100% employer match about $1,006,616 at 4% or $671,077 at 6%.
AVLIS PARTNERS, LLC CASH BALANCE PLAN-2$630,014$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
AVLIS PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST-4$106,318$72,117$18,029iApproximate average salary by contribution assumption: employee only about $450,731 at 4% or $300,488 at 6%; with 50% employer match about $300,488 at 4% or $200,325 at 6%; with 100% employer match about $225,366 at 4% or $150,244 at 6%.
202022$414,200$414,200$207,100iApproximate average salary by contribution assumption: employee only about $5,177,500 at 4% or $3,451,667 at 6%; with 50% employer match about $3,451,667 at 4% or $2,301,111 at 6%; with 100% employer match about $2,588,750 at 4% or $1,725,833 at 6%.
AVLIS PARTNERS, LLC CASH BALANCE PLAN-2$380,000$380,000$190,000iApproximate average salary by contribution assumption: employee only about $4,750,000 at 4% or $3,166,667 at 6%; with 50% employer match about $3,166,667 at 4% or $2,111,111 at 6%; with 100% employer match about $2,375,000 at 4% or $1,583,333 at 6%.
AVLIS PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST-2$34,200$34,200$17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%.