Civic Intelligence

Advisor360

Plan context: Advisor360 401(K) P/S Plan

EIN 83-1740964 • 6 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

422

2024 Assets

$96,551,146

2024 Contributions

$12,684,350

Historical Graphs

Total Assets Over Time

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

$96,551,146$48,275,573$0201920222024YearValue
$96,551,146Latest year 2024

Participants Over Time

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

4942470201920222024YearValue
422Latest 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
20241422$96,551,146$12,684,350$30,058iApproximate average salary by contribution assumption: employee only about $751,443 at 4% or $500,962 at 6%; with 50% employer match about $500,962 at 4% or $333,974 at 6%; with 100% employer match about $375,721 at 4% or $250,481 at 6%.
Advisor360 401(K) P/S Plan-422$96,551,146$12,684,350$30,058iApproximate average salary by contribution assumption: employee only about $751,443 at 4% or $500,962 at 6%; with 50% employer match about $500,962 at 4% or $333,974 at 6%; with 100% employer match about $375,721 at 4% or $250,481 at 6%.
20231494$81,416,623$12,574,924$25,455iApproximate average salary by contribution assumption: employee only about $636,383 at 4% or $424,255 at 6%; with 50% employer match about $424,255 at 4% or $282,837 at 6%; with 100% employer match about $318,191 at 4% or $212,128 at 6%.
Advisor360 401(K) P/S Plan-494$81,416,623$12,574,924$25,455iApproximate average salary by contribution assumption: employee only about $636,383 at 4% or $424,255 at 6%; with 50% employer match about $424,255 at 4% or $282,837 at 6%; with 100% employer match about $318,191 at 4% or $212,128 at 6%.
20221454$59,767,644$10,727,472$23,629iApproximate average salary by contribution assumption: employee only about $590,720 at 4% or $393,813 at 6%; with 50% employer match about $393,813 at 4% or $262,542 at 6%; with 100% employer match about $295,360 at 4% or $196,907 at 6%.
Advisor360 401(K) P/S Plan-454$59,767,644$10,727,472$23,629iApproximate average salary by contribution assumption: employee only about $590,720 at 4% or $393,813 at 6%; with 50% employer match about $393,813 at 4% or $262,542 at 6%; with 100% employer match about $295,360 at 4% or $196,907 at 6%.
20211372$68,740,759$9,036,210$24,291iApproximate average salary by contribution assumption: employee only about $607,272 at 4% or $404,848 at 6%; with 50% employer match about $404,848 at 4% or $269,899 at 6%; with 100% employer match about $303,636 at 4% or $202,424 at 6%.
Advisor360 401(K) P/S Plan-372$68,740,759$9,036,210$24,291iApproximate average salary by contribution assumption: employee only about $607,272 at 4% or $404,848 at 6%; with 50% employer match about $404,848 at 4% or $269,899 at 6%; with 100% employer match about $303,636 at 4% or $202,424 at 6%.
20201364$54,286,528$5,755,040$15,811iApproximate average salary by contribution assumption: employee only about $395,264 at 4% or $263,509 at 6%; with 50% employer match about $263,509 at 4% or $175,673 at 6%; with 100% employer match about $197,632 at 4% or $131,755 at 6%.
Advisor360 401(K) P/S Plan-364$54,286,528$5,755,040$15,811iApproximate average salary by contribution assumption: employee only about $395,264 at 4% or $263,509 at 6%; with 50% employer match about $263,509 at 4% or $175,673 at 6%; with 100% employer match about $197,632 at 4% or $131,755 at 6%.
20191325$41,498,352$3,954,481$12,168iApproximate average salary by contribution assumption: employee only about $304,191 at 4% or $202,794 at 6%; with 50% employer match about $202,794 at 4% or $135,196 at 6%; with 100% employer match about $152,095 at 4% or $101,397 at 6%.
Advisor360 401(K) P/S Plan-325$41,498,352$3,954,481$12,168iApproximate average salary by contribution assumption: employee only about $304,191 at 4% or $202,794 at 6%; with 50% employer match about $202,794 at 4% or $135,196 at 6%; with 100% employer match about $152,095 at 4% or $101,397 at 6%.