Civic Intelligence

Advo(K)Ate Advisors LLC

Plan context: Advo(K)Ate Advisors LLC 401(K) Profit Sharing Pla

EIN 88-2371084 • 3 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,989,962

2024 Contributions

$488,408

Historical Graphs

Total Assets Over Time

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

$2,989,962$1,494,981$0202220232024YearValue
$2,989,962Latest year 2024

Participants Over Time

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

1050202220232024YearValue
10Latest 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
2024110$2,989,962$488,408$48,841iApproximate average salary by contribution assumption: employee only about $1,221,020 at 4% or $814,013 at 6%; with 50% employer match about $814,013 at 4% or $542,676 at 6%; with 100% employer match about $610,510 at 4% or $407,007 at 6%.
Advo(K)Ate Advisors LLC 401(K) Profit Sharing Pla-10$2,989,962$488,408$48,841iApproximate average salary by contribution assumption: employee only about $1,221,020 at 4% or $814,013 at 6%; with 50% employer match about $814,013 at 4% or $542,676 at 6%; with 100% employer match about $610,510 at 4% or $407,007 at 6%.
202319$2,199,452$1,450,042$161,116iApproximate average salary by contribution assumption: employee only about $4,027,894 at 4% or $2,685,263 at 6%; with 50% employer match about $2,685,263 at 4% or $1,790,175 at 6%; with 100% employer match about $2,013,947 at 4% or $1,342,631 at 6%.
Advo(K)Ate Advisors LLC 401(K) Profit Sharing Pla-9$2,199,452$1,450,042$161,116iApproximate average salary by contribution assumption: employee only about $4,027,894 at 4% or $2,685,263 at 6%; with 50% employer match about $2,685,263 at 4% or $1,790,175 at 6%; with 100% employer match about $2,013,947 at 4% or $1,342,631 at 6%.
2022110$540,297$504,390$50,439iApproximate average salary by contribution assumption: employee only about $1,260,975 at 4% or $840,650 at 6%; with 50% employer match about $840,650 at 4% or $560,433 at 6%; with 100% employer match about $630,488 at 4% or $420,325 at 6%.
Advo(K)Ate Advisors LLC 401(K) Profit Sharing Pla-10$540,297$504,390$50,439iApproximate average salary by contribution assumption: employee only about $1,260,975 at 4% or $840,650 at 6%; with 50% employer match about $840,650 at 4% or $560,433 at 6%; with 100% employer match about $630,488 at 4% or $420,325 at 6%.