Civic Intelligence

Asset Tax Consulting Group

Plan context: ATCG DEFINED BENEFIT PENSION PLAN

EIN 20-0770296 • San Francisco, CA • 11 filings • 4 plans

3701 Sacramento Street, #410San Francisco, CA 94118
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$747,495

2024 Contributions

$80,000

Historical Graphs

Total Assets Over Time

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

$1,130,268$565,134$0200420202024YearValue
$747,495Latest year 2024

Participants Over Time

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

320200420202024YearValue
3Latest 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
202413$747,495$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
ATCG DEFINED BENEFIT PENSION PLAN-3$747,495$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
202313$663,343$110,335$36,778iApproximate average salary by contribution assumption: employee only about $919,458 at 4% or $612,972 at 6%; with 50% employer match about $612,972 at 4% or $408,648 at 6%; with 100% employer match about $459,729 at 4% or $306,486 at 6%.
ATCG DEFINED BENEFIT PENSION PLAN-3$663,343$110,335$36,778iApproximate average salary by contribution assumption: employee only about $919,458 at 4% or $612,972 at 6%; with 50% employer match about $612,972 at 4% or $408,648 at 6%; with 100% employer match about $459,729 at 4% or $306,486 at 6%.
202213$610,259$74,933$24,978iApproximate average salary by contribution assumption: employee only about $624,442 at 4% or $416,294 at 6%; with 50% employer match about $416,294 at 4% or $277,530 at 6%; with 100% employer match about $312,221 at 4% or $208,147 at 6%.
ATCG DEFINED BENEFIT PENSION PLAN-3$610,259$74,933$24,978iApproximate average salary by contribution assumption: employee only about $624,442 at 4% or $416,294 at 6%; with 50% employer match about $416,294 at 4% or $277,530 at 6%; with 100% employer match about $312,221 at 4% or $208,147 at 6%.
202113$635,053$66,184$22,061iApproximate average salary by contribution assumption: employee only about $551,533 at 4% or $367,689 at 6%; with 50% employer match about $367,689 at 4% or $245,126 at 6%; with 100% employer match about $275,767 at 4% or $183,844 at 6%.
ATCG DEFINED BENEFIT PENSION PLAN-3$635,053$66,184$22,061iApproximate average salary by contribution assumption: employee only about $551,533 at 4% or $367,689 at 6%; with 50% employer match about $367,689 at 4% or $245,126 at 6%; with 100% employer match about $275,767 at 4% or $183,844 at 6%.
202023$1,130,268$125,364$41,788iApproximate average salary by contribution assumption: employee only about $1,044,700 at 4% or $696,467 at 6%; with 50% employer match about $696,467 at 4% or $464,311 at 6%; with 100% employer match about $522,350 at 4% or $348,233 at 6%.
ATGC DEFINED BENEFIT PENSION PLAN-3$565,134$62,682$20,894iApproximate average salary by contribution assumption: employee only about $522,350 at 4% or $348,233 at 6%; with 50% employer match about $348,233 at 4% or $232,156 at 6%; with 100% employer match about $261,175 at 4% or $174,117 at 6%.
ATCG DEFINED BENEFIT PENSION PLAN-3$565,134$62,682$20,894iApproximate average salary by contribution assumption: employee only about $522,350 at 4% or $348,233 at 6%; with 50% employer match about $348,233 at 4% or $232,156 at 6%; with 100% employer match about $261,175 at 4% or $174,117 at 6%.
200810$0$52,750-
Asset Tax Consulting Group Defined Benefit Pension Plan-0-$52,750-
200712$944,360$74,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
Asset Tax Consulting Group Defined Benefit Pension Plan-2$944,360$74,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
200612$848,518$550,000$275,000iApproximate average salary by contribution assumption: employee only about $6,875,000 at 4% or $4,583,333 at 6%; with 50% employer match about $4,583,333 at 4% or $3,055,556 at 6%; with 100% employer match about $3,437,500 at 4% or $2,291,667 at 6%.
Asset Tax Consulting Group Defined Benefit Pension Plan-2$848,518$550,000$275,000iApproximate average salary by contribution assumption: employee only about $6,875,000 at 4% or $4,583,333 at 6%; with 50% employer match about $4,583,333 at 4% or $3,055,556 at 6%; with 100% employer match about $3,437,500 at 4% or $2,291,667 at 6%.
200512$287,753$191,488$95,744iApproximate average salary by contribution assumption: employee only about $2,393,600 at 4% or $1,595,733 at 6%; with 50% employer match about $1,595,733 at 4% or $1,063,822 at 6%; with 100% employer match about $1,196,800 at 4% or $797,867 at 6%.
Asset Tax Consulting Group Defined Benefit Pension Plan-2$287,753$191,488$95,744iApproximate average salary by contribution assumption: employee only about $2,393,600 at 4% or $1,595,733 at 6%; with 50% employer match about $1,595,733 at 4% or $1,063,822 at 6%; with 100% employer match about $1,196,800 at 4% or $797,867 at 6%.
200413$87,093$87,093$29,031iApproximate average salary by contribution assumption: employee only about $725,775 at 4% or $483,850 at 6%; with 50% employer match about $483,850 at 4% or $322,567 at 6%; with 100% employer match about $362,888 at 4% or $241,925 at 6%.
Asset Tax Consulting Group Defined Benefit Pension Plan-3$87,093$87,093$29,031iApproximate average salary by contribution assumption: employee only about $725,775 at 4% or $483,850 at 6%; with 50% employer match about $483,850 at 4% or $322,567 at 6%; with 100% employer match about $362,888 at 4% or $241,925 at 6%.