Civic Intelligence

Advice Period LLC

Plan context: Advice Period 401(K) Plan

EIN 90-1031455 • Los Angeles, CA • 7 filings • 1 plans

2121 Avenue Of The StarsSuite 2400Los Angeles, CA 90067
Current Snapshot

Latest Year

2021

2021 Participants

87

2021 Assets

$4,182,341

2021 Contributions

$666,092

Historical Graphs

Total Assets Over Time

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

$4,182,341$2,091,171$0201520182020YearValue
$4,182,341Latest year 2020

Participants Over Time

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

87440201520182020YearValue
87Latest year 2020

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
202110$0$666,092-
Advice Period 401(K) Plan-0-$666,092-
2020187$4,182,341$864,248$9,934iApproximate average salary by contribution assumption: employee only about $248,347 at 4% or $165,565 at 6%; with 50% employer match about $165,565 at 4% or $110,377 at 6%; with 100% employer match about $124,174 at 4% or $82,782 at 6%.
Advice Period 401(K) Plan-87$4,182,341$864,248$9,934iApproximate average salary by contribution assumption: employee only about $248,347 at 4% or $165,565 at 6%; with 50% employer match about $165,565 at 4% or $110,377 at 6%; with 100% employer match about $124,174 at 4% or $82,782 at 6%.
2019180$3,041,801$1,206,417$15,080iApproximate average salary by contribution assumption: employee only about $377,005 at 4% or $251,337 at 6%; with 50% employer match about $251,337 at 4% or $167,558 at 6%; with 100% employer match about $188,503 at 4% or $125,668 at 6%.
Advice Period 401(K) Plan-80$3,041,801$1,206,417$15,080iApproximate average salary by contribution assumption: employee only about $377,005 at 4% or $251,337 at 6%; with 50% employer match about $251,337 at 4% or $167,558 at 6%; with 100% employer match about $188,503 at 4% or $125,668 at 6%.
2018162$1,663,536$622,301$10,037iApproximate average salary by contribution assumption: employee only about $250,928 at 4% or $167,285 at 6%; with 50% employer match about $167,285 at 4% or $111,523 at 6%; with 100% employer match about $125,464 at 4% or $83,643 at 6%.
Advice Period 401(K) Plan-62$1,663,536$622,301$10,037iApproximate average salary by contribution assumption: employee only about $250,928 at 4% or $167,285 at 6%; with 50% employer match about $167,285 at 4% or $111,523 at 6%; with 100% employer match about $125,464 at 4% or $83,643 at 6%.
2017135$1,297,660$1,281,640$36,618iApproximate average salary by contribution assumption: employee only about $915,457 at 4% or $610,305 at 6%; with 50% employer match about $610,305 at 4% or $406,870 at 6%; with 100% employer match about $457,729 at 4% or $305,152 at 6%.
Advice Period 401(K) Plan-35$1,297,660$1,281,640$36,618iApproximate average salary by contribution assumption: employee only about $915,457 at 4% or $610,305 at 6%; with 50% employer match about $610,305 at 4% or $406,870 at 6%; with 100% employer match about $457,729 at 4% or $305,152 at 6%.
2016114$213,300$163,889$11,706iApproximate average salary by contribution assumption: employee only about $292,659 at 4% or $195,106 at 6%; with 50% employer match about $195,106 at 4% or $130,071 at 6%; with 100% employer match about $146,329 at 4% or $97,553 at 6%.
Advice Period 401(K) Plan-14$213,300$163,889$11,706iApproximate average salary by contribution assumption: employee only about $292,659 at 4% or $195,106 at 6%; with 50% employer match about $195,106 at 4% or $130,071 at 6%; with 100% employer match about $146,329 at 4% or $97,553 at 6%.
2015112$46,743$47,236$3,936iApproximate average salary by contribution assumption: employee only about $98,408 at 4% or $65,606 at 6%; with 50% employer match about $65,606 at 4% or $43,737 at 6%; with 100% employer match about $49,204 at 4% or $32,803 at 6%.
Advice Period 401(K) Plan-12$46,743$47,236$3,936iApproximate average salary by contribution assumption: employee only about $98,408 at 4% or $65,606 at 6%; with 50% employer match about $65,606 at 4% or $43,737 at 6%; with 100% employer match about $49,204 at 4% or $32,803 at 6%.