Civic Intelligence

Bristol Capital Advisors, L.L.C.

Plan context: Bristol Capital Advisors Profit Sharing Plan

EIN 95-4793453 • Thousand Oaks, CA • 20 filings • 1 plans

555 Marin Street, Suite 140Thousand Oaks, CA 91360
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,891,345

2024 Contributions

$150,275

Historical Graphs

Total Assets Over Time

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

$2,891,345$1,445,673$0200520152024YearValue
$2,891,345Latest year 2024

Participants Over Time

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

630200520152024YearValue
4Latest 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
202414$2,891,345$150,275$37,569iApproximate average salary by contribution assumption: employee only about $939,219 at 4% or $626,146 at 6%; with 50% employer match about $626,146 at 4% or $417,431 at 6%; with 100% employer match about $469,609 at 4% or $313,073 at 6%.
Bristol Capital Advisors Profit Sharing Plan-4$2,891,345$150,275$37,569iApproximate average salary by contribution assumption: employee only about $939,219 at 4% or $626,146 at 6%; with 50% employer match about $626,146 at 4% or $417,431 at 6%; with 100% employer match about $469,609 at 4% or $313,073 at 6%.
202315$2,654,226$147,658$29,532iApproximate average salary by contribution assumption: employee only about $738,290 at 4% or $492,193 at 6%; with 50% employer match about $492,193 at 4% or $328,129 at 6%; with 100% employer match about $369,145 at 4% or $246,097 at 6%.
Bristol Capital Advisors Profit Sharing Plan-5$2,654,226$147,658$29,532iApproximate average salary by contribution assumption: employee only about $738,290 at 4% or $492,193 at 6%; with 50% employer match about $492,193 at 4% or $328,129 at 6%; with 100% employer match about $369,145 at 4% or $246,097 at 6%.
202215$1,941,832$141,255$28,251iApproximate average salary by contribution assumption: employee only about $706,275 at 4% or $470,850 at 6%; with 50% employer match about $470,850 at 4% or $313,900 at 6%; with 100% employer match about $353,138 at 4% or $235,425 at 6%.
Bristol Capital Advisors Profit Sharing Plan-5$1,941,832$141,255$28,251iApproximate average salary by contribution assumption: employee only about $706,275 at 4% or $470,850 at 6%; with 50% employer match about $470,850 at 4% or $313,900 at 6%; with 100% employer match about $353,138 at 4% or $235,425 at 6%.
202115$2,398,225$130,896$26,179iApproximate average salary by contribution assumption: employee only about $654,480 at 4% or $436,320 at 6%; with 50% employer match about $436,320 at 4% or $290,880 at 6%; with 100% employer match about $327,240 at 4% or $218,160 at 6%.
Bristol Capital Advisors Profit Sharing Plan-5$2,398,225$130,896$26,179iApproximate average salary by contribution assumption: employee only about $654,480 at 4% or $436,320 at 6%; with 50% employer match about $436,320 at 4% or $290,880 at 6%; with 100% employer match about $327,240 at 4% or $218,160 at 6%.
202016$1,845,851$133,078$22,180iApproximate average salary by contribution assumption: employee only about $554,492 at 4% or $369,661 at 6%; with 50% employer match about $369,661 at 4% or $246,441 at 6%; with 100% employer match about $277,246 at 4% or $184,831 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$1,845,851$133,078$22,180iApproximate average salary by contribution assumption: employee only about $554,492 at 4% or $369,661 at 6%; with 50% employer match about $369,661 at 4% or $246,441 at 6%; with 100% employer match about $277,246 at 4% or $184,831 at 6%.
201916$1,558,097$74,282$12,380iApproximate average salary by contribution assumption: employee only about $309,508 at 4% or $206,339 at 6%; with 50% employer match about $206,339 at 4% or $137,559 at 6%; with 100% employer match about $154,754 at 4% or $103,169 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$1,558,097$74,282$12,380iApproximate average salary by contribution assumption: employee only about $309,508 at 4% or $206,339 at 6%; with 50% employer match about $206,339 at 4% or $137,559 at 6%; with 100% employer match about $154,754 at 4% or $103,169 at 6%.
201815$1,476,944$70,635$14,127iApproximate average salary by contribution assumption: employee only about $353,175 at 4% or $235,450 at 6%; with 50% employer match about $235,450 at 4% or $156,967 at 6%; with 100% employer match about $176,588 at 4% or $117,725 at 6%.
Bristol Capital Advisors Profit Sharing Plan-5$1,476,944$70,635$14,127iApproximate average salary by contribution assumption: employee only about $353,175 at 4% or $235,450 at 6%; with 50% employer match about $235,450 at 4% or $156,967 at 6%; with 100% employer match about $176,588 at 4% or $117,725 at 6%.
201716$1,403,702$72,600$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$1,403,702$72,600$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
201616$1,374,501$74,524$12,421iApproximate average salary by contribution assumption: employee only about $310,517 at 4% or $207,011 at 6%; with 50% employer match about $207,011 at 4% or $138,007 at 6%; with 100% employer match about $155,258 at 4% or $103,506 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$1,374,501$74,524$12,421iApproximate average salary by contribution assumption: employee only about $310,517 at 4% or $207,011 at 6%; with 50% employer match about $207,011 at 4% or $138,007 at 6%; with 100% employer match about $155,258 at 4% or $103,506 at 6%.
201516$1,013,658$74,015$12,336iApproximate average salary by contribution assumption: employee only about $308,396 at 4% or $205,597 at 6%; with 50% employer match about $205,597 at 4% or $137,065 at 6%; with 100% employer match about $154,198 at 4% or $102,799 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$1,013,658$74,015$12,336iApproximate average salary by contribution assumption: employee only about $308,396 at 4% or $205,597 at 6%; with 50% employer match about $205,597 at 4% or $137,065 at 6%; with 100% employer match about $154,198 at 4% or $102,799 at 6%.
201416$1,271,807$71,837$11,973iApproximate average salary by contribution assumption: employee only about $299,321 at 4% or $199,547 at 6%; with 50% employer match about $199,547 at 4% or $133,031 at 6%; with 100% employer match about $149,660 at 4% or $99,774 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$1,271,807$71,837$11,973iApproximate average salary by contribution assumption: employee only about $299,321 at 4% or $199,547 at 6%; with 50% employer match about $199,547 at 4% or $133,031 at 6%; with 100% employer match about $149,660 at 4% or $99,774 at 6%.
201316$848,086$67,583$11,264iApproximate average salary by contribution assumption: employee only about $281,596 at 4% or $187,731 at 6%; with 50% employer match about $187,731 at 4% or $125,154 at 6%; with 100% employer match about $140,798 at 4% or $93,865 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$848,086$67,583$11,264iApproximate average salary by contribution assumption: employee only about $281,596 at 4% or $187,731 at 6%; with 50% employer match about $187,731 at 4% or $125,154 at 6%; with 100% employer match about $140,798 at 4% or $93,865 at 6%.
201216$681,971$69,165$11,528iApproximate average salary by contribution assumption: employee only about $288,188 at 4% or $192,125 at 6%; with 50% employer match about $192,125 at 4% or $128,083 at 6%; with 100% employer match about $144,094 at 4% or $96,063 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$681,971$69,165$11,528iApproximate average salary by contribution assumption: employee only about $288,188 at 4% or $192,125 at 6%; with 50% employer match about $192,125 at 4% or $128,083 at 6%; with 100% employer match about $144,094 at 4% or $96,063 at 6%.
201116$510,007$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$510,007$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201016$609,791$111,716$18,619iApproximate average salary by contribution assumption: employee only about $465,483 at 4% or $310,322 at 6%; with 50% employer match about $310,322 at 4% or $206,881 at 6%; with 100% employer match about $232,742 at 4% or $155,161 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$609,791$111,716$18,619iApproximate average salary by contribution assumption: employee only about $465,483 at 4% or $310,322 at 6%; with 50% employer match about $310,322 at 4% or $206,881 at 6%; with 100% employer match about $232,742 at 4% or $155,161 at 6%.
200915$432,737$5,233$1,047iApproximate average salary by contribution assumption: employee only about $26,165 at 4% or $17,443 at 6%; with 50% employer match about $17,443 at 4% or $11,629 at 6%; with 100% employer match about $13,082 at 4% or $8,722 at 6%.
Bristol Capital Advisors Profit Sharing Plan-5$432,737$5,233$1,047iApproximate average salary by contribution assumption: employee only about $26,165 at 4% or $17,443 at 6%; with 50% employer match about $17,443 at 4% or $11,629 at 6%; with 100% employer match about $13,082 at 4% or $8,722 at 6%.
200816$363,505$7,044$1,174iApproximate average salary by contribution assumption: employee only about $29,350 at 4% or $19,567 at 6%; with 50% employer match about $19,567 at 4% or $13,044 at 6%; with 100% employer match about $14,675 at 4% or $9,783 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$363,505$7,044$1,174iApproximate average salary by contribution assumption: employee only about $29,350 at 4% or $19,567 at 6%; with 50% employer match about $19,567 at 4% or $13,044 at 6%; with 100% employer match about $14,675 at 4% or $9,783 at 6%.
200716$317,622$111,244$18,541iApproximate average salary by contribution assumption: employee only about $463,517 at 4% or $309,011 at 6%; with 50% employer match about $309,011 at 4% or $206,007 at 6%; with 100% employer match about $231,758 at 4% or $154,506 at 6%.
Bristol Capital Advisors Profit Sharing Plan-6$317,622$111,244$18,541iApproximate average salary by contribution assumption: employee only about $463,517 at 4% or $309,011 at 6%; with 50% employer match about $309,011 at 4% or $206,007 at 6%; with 100% employer match about $231,758 at 4% or $154,506 at 6%.
200615$202,559$104,405$20,881iApproximate average salary by contribution assumption: employee only about $522,025 at 4% or $348,017 at 6%; with 50% employer match about $348,017 at 4% or $232,011 at 6%; with 100% employer match about $261,013 at 4% or $174,008 at 6%.
Bristol Capital Advisors Profit Sharing Plan-5$202,559$104,405$20,881iApproximate average salary by contribution assumption: employee only about $522,025 at 4% or $348,017 at 6%; with 50% employer match about $348,017 at 4% or $232,011 at 6%; with 100% employer match about $261,013 at 4% or $174,008 at 6%.
200515$97,187$97,187$19,437iApproximate average salary by contribution assumption: employee only about $485,935 at 4% or $323,957 at 6%; with 50% employer match about $323,957 at 4% or $215,971 at 6%; with 100% employer match about $242,968 at 4% or $161,978 at 6%.
Bristol Capital Advisors Profit Sharing Plan-5$97,187$97,187$19,437iApproximate average salary by contribution assumption: employee only about $485,935 at 4% or $323,957 at 6%; with 50% employer match about $323,957 at 4% or $215,971 at 6%; with 100% employer match about $242,968 at 4% or $161,978 at 6%.