Cardea Capital Advisors LLC
Plan context: Cardea Capital Advisors LLC 401(K) Profit Sharing Plan & Trust
EIN 84-3992454 • Atlanta, GA • 6 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$350,844
2024 Contributions
$104,497
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 | 1 | 10 | $350,844 | $104,497 | $10,450iApproximate average salary by contribution assumption: employee only about $261,243 at 4% or $174,162 at 6%; with 50% employer match about $174,162 at 4% or $116,108 at 6%; with 100% employer match about $130,621 at 4% or $87,081 at 6%. |
| Cardea Capital Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $350,844 | $104,497 | $10,450iApproximate average salary by contribution assumption: employee only about $261,243 at 4% or $174,162 at 6%; with 50% employer match about $174,162 at 4% or $116,108 at 6%; with 100% employer match about $130,621 at 4% or $87,081 at 6%. |
| 2023 | 2 | 12 | $266,621 | $91,010 | $7,584iApproximate average salary by contribution assumption: employee only about $189,604 at 4% or $126,403 at 6%; with 50% employer match about $126,403 at 4% or $84,269 at 6%; with 100% employer match about $94,802 at 4% or $63,201 at 6%. |
| Cardea Capital Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 12 | $266,621 | $91,010 | $7,584iApproximate average salary by contribution assumption: employee only about $189,604 at 4% or $126,403 at 6%; with 50% employer match about $126,403 at 4% or $84,269 at 6%; with 100% employer match about $94,802 at 4% or $63,201 at 6%. |
| Cardea Capital Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 8 | - | - | - |
| 2022 | 1 | 14 | $370,583 | $121,833 | $8,702iApproximate average salary by contribution assumption: employee only about $217,559 at 4% or $145,039 at 6%; with 50% employer match about $145,039 at 4% or $96,693 at 6%; with 100% employer match about $108,779 at 4% or $72,520 at 6%. |
| Cardea Capital Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 14 | $370,583 | $121,833 | $8,702iApproximate average salary by contribution assumption: employee only about $217,559 at 4% or $145,039 at 6%; with 50% employer match about $145,039 at 4% or $96,693 at 6%; with 100% employer match about $108,779 at 4% or $72,520 at 6%. |
| 2021 | 1 | 16 | $373,024 | $114,876 | $7,180iApproximate average salary by contribution assumption: employee only about $179,494 at 4% or $119,663 at 6%; with 50% employer match about $119,663 at 4% or $79,775 at 6%; with 100% employer match about $89,747 at 4% or $59,831 at 6%. |
| Cardea Capital Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 16 | $373,024 | $114,876 | $7,180iApproximate average salary by contribution assumption: employee only about $179,494 at 4% or $119,663 at 6%; with 50% employer match about $119,663 at 4% or $79,775 at 6%; with 100% employer match about $89,747 at 4% or $59,831 at 6%. |
| 2020 | 1 | 9 | $241,986 | $33,753 | $3,750iApproximate average salary by contribution assumption: employee only about $93,758 at 4% or $62,506 at 6%; with 50% employer match about $62,506 at 4% or $41,670 at 6%; with 100% employer match about $46,879 at 4% or $31,253 at 6%. |
| Cardea Capital Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $241,986 | $33,753 | $3,750iApproximate average salary by contribution assumption: employee only about $93,758 at 4% or $62,506 at 6%; with 50% employer match about $62,506 at 4% or $41,670 at 6%; with 100% employer match about $46,879 at 4% or $31,253 at 6%. |