Civic Intelligence

Thomas & Atkinson Capital Management LLC

Plan context: Thomas & Atkinson Capital Management LLC Cash Balance Plan

EIN 20-0529358 • Menlo Park, CA • 2 filings • 2 plans

1040 Noel Drive, Suite 101Menlo Park, CA 94025
Current Snapshot

Latest Year

2015

2015 Participants

0

2015 Assets

$0

2015 Contributions

$287,923

Historical Graphs

Total Assets Over Time

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

No historical points available.

Participants Over Time

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

No historical points available.

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
201520$0$287,923-
Thomas & Atkinson Capital Management LLC Cash Balance Plan-0$0$222,000-
Thomas & Atkinson Capital Management LLC 401(K) Plan-0$0$65,923-