Civic Intelligence

Mavencross LLC

Plan context: Mavencross Wealth Advisors 401K Plan

EIN 83-3000299 • Birmingham, AL • 7 filings • 1 plans

31 Inverness Center Pkwy Ste 550Birmingham, AL 35242
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$3,273,690

2025 Contributions

$281,311

Historical Graphs

Total Assets Over Time

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

$3,273,690$1,636,845$0201920222025YearValue
$3,273,690Latest year 2025

Participants Over Time

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

1470201920222025YearValue
13Latest year 2025

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
2025113$3,273,690$281,311$21,639iApproximate average salary by contribution assumption: employee only about $540,983 at 4% or $360,655 at 6%; with 50% employer match about $360,655 at 4% or $240,437 at 6%; with 100% employer match about $270,491 at 4% or $180,328 at 6%.
Mavencross Wealth Advisors 401K Plan-13$3,273,690$281,311$21,639iApproximate average salary by contribution assumption: employee only about $540,983 at 4% or $360,655 at 6%; with 50% employer match about $360,655 at 4% or $240,437 at 6%; with 100% employer match about $270,491 at 4% or $180,328 at 6%.
2024111$2,564,506$235,844$21,440iApproximate average salary by contribution assumption: employee only about $536,009 at 4% or $357,339 at 6%; with 50% employer match about $357,339 at 4% or $238,226 at 6%; with 100% employer match about $268,005 at 4% or $178,670 at 6%.
Mavencross Wealth Advisors 401K Plan-11$2,564,506$235,844$21,440iApproximate average salary by contribution assumption: employee only about $536,009 at 4% or $357,339 at 6%; with 50% employer match about $357,339 at 4% or $238,226 at 6%; with 100% employer match about $268,005 at 4% or $178,670 at 6%.
2023114$2,098,247$155,400$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
Mavencross Wealth Advisors 401K Plan-14$2,098,247$155,400$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
2022112$1,650,676$302,668$25,222iApproximate average salary by contribution assumption: employee only about $630,558 at 4% or $420,372 at 6%; with 50% employer match about $420,372 at 4% or $280,248 at 6%; with 100% employer match about $315,279 at 4% or $210,186 at 6%.
Mavencross Wealth Advisors 401K Plan-12$1,650,676$302,668$25,222iApproximate average salary by contribution assumption: employee only about $630,558 at 4% or $420,372 at 6%; with 50% employer match about $420,372 at 4% or $280,248 at 6%; with 100% employer match about $315,279 at 4% or $210,186 at 6%.
2021111$1,828,426$204,484$18,589iApproximate average salary by contribution assumption: employee only about $464,736 at 4% or $309,824 at 6%; with 50% employer match about $309,824 at 4% or $206,549 at 6%; with 100% employer match about $232,368 at 4% or $154,912 at 6%.
Mavencross Wealth Advisors 401K Plan-11$1,828,426$204,484$18,589iApproximate average salary by contribution assumption: employee only about $464,736 at 4% or $309,824 at 6%; with 50% employer match about $309,824 at 4% or $206,549 at 6%; with 100% employer match about $232,368 at 4% or $154,912 at 6%.
2020111$1,454,600$123,077$11,189iApproximate average salary by contribution assumption: employee only about $279,720 at 4% or $186,480 at 6%; with 50% employer match about $186,480 at 4% or $124,320 at 6%; with 100% employer match about $139,860 at 4% or $93,240 at 6%.
Mavencross Wealth Advisors 401K Plan-11$1,454,600$123,077$11,189iApproximate average salary by contribution assumption: employee only about $279,720 at 4% or $186,480 at 6%; with 50% employer match about $186,480 at 4% or $124,320 at 6%; with 100% employer match about $139,860 at 4% or $93,240 at 6%.
2019110$1,262,899$169,541$16,954iApproximate average salary by contribution assumption: employee only about $423,852 at 4% or $282,568 at 6%; with 50% employer match about $282,568 at 4% or $188,379 at 6%; with 100% employer match about $211,926 at 4% or $141,284 at 6%.
Mavencross Wealth Advisors 401K Plan-10$1,262,899$169,541$16,954iApproximate average salary by contribution assumption: employee only about $423,852 at 4% or $282,568 at 6%; with 50% employer match about $282,568 at 4% or $188,379 at 6%; with 100% employer match about $211,926 at 4% or $141,284 at 6%.