Civic Intelligence

Avalon Global Asset Management LLC

Plan context: Agam Profit Sharing 401(K) Plan

EIN 94-3344559 • San Francisco, CA • 25 filings • 2 plans

100 Pine Street, Suite 2260San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,933,213

2024 Contributions

$356,247

Historical Graphs

Total Assets Over Time

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

$3,933,213$1,966,607$0200020132024YearValue
$3,933,213Latest year 2024

Participants Over Time

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

840200020122024YearValue
5Latest 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
202415$3,933,213$356,247$71,249iApproximate average salary by contribution assumption: employee only about $1,781,235 at 4% or $1,187,490 at 6%; with 50% employer match about $1,187,490 at 4% or $791,660 at 6%; with 100% employer match about $890,617 at 4% or $593,745 at 6%.
Agam Profit Sharing 401(K) Plan-5$3,933,213$356,247$71,249iApproximate average salary by contribution assumption: employee only about $1,781,235 at 4% or $1,187,490 at 6%; with 50% employer match about $1,187,490 at 4% or $791,660 at 6%; with 100% employer match about $890,617 at 4% or $593,745 at 6%.
202317$3,059,745$352,500$50,357iApproximate average salary by contribution assumption: employee only about $1,258,929 at 4% or $839,286 at 6%; with 50% employer match about $839,286 at 4% or $559,524 at 6%; with 100% employer match about $629,464 at 4% or $419,643 at 6%.
Agam Profit Sharing 401(K) Plan-7$3,059,745$352,500$50,357iApproximate average salary by contribution assumption: employee only about $1,258,929 at 4% or $839,286 at 6%; with 50% employer match about $839,286 at 4% or $559,524 at 6%; with 100% employer match about $629,464 at 4% or $419,643 at 6%.
202216$2,665,959$317,750$52,958iApproximate average salary by contribution assumption: employee only about $1,323,958 at 4% or $882,639 at 6%; with 50% employer match about $882,639 at 4% or $588,426 at 6%; with 100% employer match about $661,979 at 4% or $441,319 at 6%.
Agam Profit Sharing 401(K) Plan-6$2,665,959$317,750$52,958iApproximate average salary by contribution assumption: employee only about $1,323,958 at 4% or $882,639 at 6%; with 50% employer match about $882,639 at 4% or $588,426 at 6%; with 100% employer match about $661,979 at 4% or $441,319 at 6%.
202116$2,865,242$303,000$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
Agam Profit Sharing 401(K) Plan-6$2,865,242$303,000$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
202016$2,377,045$177,500$29,583iApproximate average salary by contribution assumption: employee only about $739,583 at 4% or $493,056 at 6%; with 50% employer match about $493,056 at 4% or $328,704 at 6%; with 100% employer match about $369,792 at 4% or $246,528 at 6%.
Agam Profit Sharing 401(K) Plan-6$2,377,045$177,500$29,583iApproximate average salary by contribution assumption: employee only about $739,583 at 4% or $493,056 at 6%; with 50% employer match about $493,056 at 4% or $328,704 at 6%; with 100% employer match about $369,792 at 4% or $246,528 at 6%.
201916$1,996,687$282,737$47,123iApproximate average salary by contribution assumption: employee only about $1,178,071 at 4% or $785,381 at 6%; with 50% employer match about $785,381 at 4% or $523,587 at 6%; with 100% employer match about $589,035 at 4% or $392,690 at 6%.
Agam Profit Sharing 401(K) Plan-6$1,996,687$282,737$47,123iApproximate average salary by contribution assumption: employee only about $1,178,071 at 4% or $785,381 at 6%; with 50% employer match about $785,381 at 4% or $523,587 at 6%; with 100% employer match about $589,035 at 4% or $392,690 at 6%.
201816$1,464,642$250,500$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
Agam Profit Sharing 401(K) Plan-6$1,464,642$250,500$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
201716$1,276,042$168,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Agam Profit Sharing 401(K) Plan-6$1,276,042$168,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201616$1,223,773$166,314$27,719iApproximate average salary by contribution assumption: employee only about $692,975 at 4% or $461,983 at 6%; with 50% employer match about $461,983 at 4% or $307,989 at 6%; with 100% employer match about $346,488 at 4% or $230,992 at 6%.
Agam Profit Sharing 401(K) Plan-6$1,223,773$166,314$27,719iApproximate average salary by contribution assumption: employee only about $692,975 at 4% or $461,983 at 6%; with 50% employer match about $461,983 at 4% or $307,989 at 6%; with 100% employer match about $346,488 at 4% or $230,992 at 6%.
201516$982,889$247,583$41,264iApproximate average salary by contribution assumption: employee only about $1,031,596 at 4% or $687,731 at 6%; with 50% employer match about $687,731 at 4% or $458,487 at 6%; with 100% employer match about $515,798 at 4% or $343,865 at 6%.
Agam Profit Sharing 401(K) Plan-6$982,889$247,583$41,264iApproximate average salary by contribution assumption: employee only about $1,031,596 at 4% or $687,731 at 6%; with 50% employer match about $687,731 at 4% or $458,487 at 6%; with 100% employer match about $515,798 at 4% or $343,865 at 6%.
201414$738,104$161,500$40,375iApproximate average salary by contribution assumption: employee only about $1,009,375 at 4% or $672,917 at 6%; with 50% employer match about $672,917 at 4% or $448,611 at 6%; with 100% employer match about $504,688 at 4% or $336,458 at 6%.
Agam Profit Sharing 401(K) Plan-4$738,104$161,500$40,375iApproximate average salary by contribution assumption: employee only about $1,009,375 at 4% or $672,917 at 6%; with 50% employer match about $672,917 at 4% or $448,611 at 6%; with 100% employer match about $504,688 at 4% or $336,458 at 6%.
201314$540,334$158,500$39,625iApproximate average salary by contribution assumption: employee only about $990,625 at 4% or $660,417 at 6%; with 50% employer match about $660,417 at 4% or $440,278 at 6%; with 100% employer match about $495,313 at 4% or $330,208 at 6%.
Agam Profit Sharing 401(K) Plan-4$540,334$158,500$39,625iApproximate average salary by contribution assumption: employee only about $990,625 at 4% or $660,417 at 6%; with 50% employer match about $660,417 at 4% or $440,278 at 6%; with 100% employer match about $495,313 at 4% or $330,208 at 6%.
201215$320,340$144,000$28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%.
Agam Profit Sharing 401(K) Plan-5$320,340$144,000$28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%.
201113$259,504$26,825$8,942iApproximate average salary by contribution assumption: employee only about $223,542 at 4% or $149,028 at 6%; with 50% employer match about $149,028 at 4% or $99,352 at 6%; with 100% employer match about $111,771 at 4% or $74,514 at 6%.
Agam Profit Sharing 401(K) Plan-3$259,504$26,825$8,942iApproximate average salary by contribution assumption: employee only about $223,542 at 4% or $149,028 at 6%; with 50% employer match about $149,028 at 4% or $99,352 at 6%; with 100% employer match about $111,771 at 4% or $74,514 at 6%.
201013$236,310$37,800$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
Agam Profit Sharing 401(K) Plan-3$236,310$37,800$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
200913$173,195$38,195$12,732iApproximate average salary by contribution assumption: employee only about $318,292 at 4% or $212,194 at 6%; with 50% employer match about $212,194 at 4% or $141,463 at 6%; with 100% employer match about $159,146 at 4% or $106,097 at 6%.
Agam Profit Sharing 401(K) Plan-3$173,195$38,195$12,732iApproximate average salary by contribution assumption: employee only about $318,292 at 4% or $212,194 at 6%; with 50% employer match about $212,194 at 4% or $141,463 at 6%; with 100% employer match about $159,146 at 4% or $106,097 at 6%.
200814$111,646$30,197$7,549iApproximate average salary by contribution assumption: employee only about $188,731 at 4% or $125,821 at 6%; with 50% employer match about $125,821 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,910 at 6%.
Agam Profit Sharing 401(K) Plan-4$111,646$30,197$7,549iApproximate average salary by contribution assumption: employee only about $188,731 at 4% or $125,821 at 6%; with 50% employer match about $125,821 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,910 at 6%.
200713$0$0-
Agam Profit Sharing 401(K) Plan-3---
200614$79,701$25,994$6,499iApproximate average salary by contribution assumption: employee only about $162,463 at 4% or $108,308 at 6%; with 50% employer match about $108,308 at 4% or $72,206 at 6%; with 100% employer match about $81,231 at 4% or $54,154 at 6%.
Agam Profit Sharing 401(K) Plan-4$79,701$25,994$6,499iApproximate average salary by contribution assumption: employee only about $162,463 at 4% or $108,308 at 6%; with 50% employer match about $108,308 at 4% or $72,206 at 6%; with 100% employer match about $81,231 at 4% or $54,154 at 6%.
200513$84,983$37,636$12,545iApproximate average salary by contribution assumption: employee only about $313,633 at 4% or $209,089 at 6%; with 50% employer match about $209,089 at 4% or $139,393 at 6%; with 100% employer match about $156,817 at 4% or $104,544 at 6%.
Agam Profit Sharing 401(K) Plan-3$84,983$37,636$12,545iApproximate average salary by contribution assumption: employee only about $313,633 at 4% or $209,089 at 6%; with 50% employer match about $209,089 at 4% or $139,393 at 6%; with 100% employer match about $156,817 at 4% or $104,544 at 6%.
200414$73,053$17,050$4,263iApproximate average salary by contribution assumption: employee only about $106,563 at 4% or $71,042 at 6%; with 50% employer match about $71,042 at 4% or $47,361 at 6%; with 100% employer match about $53,281 at 4% or $35,521 at 6%.
Agam Profit Sharing 401(K) Plan-4$73,053$17,050$4,263iApproximate average salary by contribution assumption: employee only about $106,563 at 4% or $71,042 at 6%; with 50% employer match about $71,042 at 4% or $47,361 at 6%; with 100% employer match about $53,281 at 4% or $35,521 at 6%.
200314$70,920$30,025$7,506iApproximate average salary by contribution assumption: employee only about $187,656 at 4% or $125,104 at 6%; with 50% employer match about $125,104 at 4% or $83,403 at 6%; with 100% employer match about $93,828 at 4% or $62,552 at 6%.
Agam Profit Sharing 401(K) Plan-4$70,920$30,025$7,506iApproximate average salary by contribution assumption: employee only about $187,656 at 4% or $125,104 at 6%; with 50% employer match about $125,104 at 4% or $83,403 at 6%; with 100% employer match about $93,828 at 4% or $62,552 at 6%.
200214$0$0-
Agam Profit Sharing 401(K) Plan-4---
200115$52,720$42,679$8,536iApproximate average salary by contribution assumption: employee only about $213,395 at 4% or $142,263 at 6%; with 50% employer match about $142,263 at 4% or $94,842 at 6%; with 100% employer match about $106,697 at 4% or $71,132 at 6%.
Agam Profit Sharing 401(K) Plan-5$52,720$42,679$8,536iApproximate average salary by contribution assumption: employee only about $213,395 at 4% or $142,263 at 6%; with 50% employer match about $142,263 at 4% or $94,842 at 6%; with 100% employer match about $106,697 at 4% or $71,132 at 6%.
200018$16,106$16,106$2,013iApproximate average salary by contribution assumption: employee only about $50,331 at 4% or $33,554 at 6%; with 50% employer match about $33,554 at 4% or $22,369 at 6%; with 100% employer match about $25,166 at 4% or $16,777 at 6%.
Agam Profit Sharing 401(K) Plan-8$16,106$16,106$2,013iApproximate average salary by contribution assumption: employee only about $50,331 at 4% or $33,554 at 6%; with 50% employer match about $33,554 at 4% or $22,369 at 6%; with 100% employer match about $25,166 at 4% or $16,777 at 6%.