Civic Intelligence

Atc Brokers

Plan context: Atc Brokers 401(K) Profit Sharing Plan & Trust

EIN 20-3313734 • LA Canada Flintridge, CA • 9 filings • 3 plans

1433 Foothill Blvd Ste 200LA Canada Flintridge, CA 91011-2109
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,468,165

2025 Contributions

$166,813

Historical Graphs

Total Assets Over Time

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

$1,468,165$734,083$0202120232025YearValue
$1,468,165Latest year 2025

Participants Over Time

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

950202120232025YearValue
8Latest year 2025

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
202518$1,468,165$166,813$20,852iApproximate average salary by contribution assumption: employee only about $521,291 at 4% or $347,527 at 6%; with 50% employer match about $347,527 at 4% or $231,685 at 6%; with 100% employer match about $260,645 at 4% or $173,764 at 6%.
Atc Brokers 401(K) Profit Sharing Plan & Trust-8$1,468,165$166,813$20,852iApproximate average salary by contribution assumption: employee only about $521,291 at 4% or $347,527 at 6%; with 50% employer match about $347,527 at 4% or $231,685 at 6%; with 100% employer match about $260,645 at 4% or $173,764 at 6%.
202428$1,090,057$477,538$59,692iApproximate average salary by contribution assumption: employee only about $1,492,306 at 4% or $994,871 at 6%; with 50% employer match about $994,871 at 4% or $663,247 at 6%; with 100% employer match about $746,153 at 4% or $497,435 at 6%.
Atc Brokers 401(K) Profit Sharing Plan & Trust-8$1,090,057$477,538$59,692iApproximate average salary by contribution assumption: employee only about $1,492,306 at 4% or $994,871 at 6%; with 50% employer match about $994,871 at 4% or $663,247 at 6%; with 100% employer match about $746,153 at 4% or $497,435 at 6%.
ATC BROKERS PENSION PLAN-0$0$0-
202329$882,785$226,981$25,220iApproximate average salary by contribution assumption: employee only about $630,503 at 4% or $420,335 at 6%; with 50% employer match about $420,335 at 4% or $280,223 at 6%; with 100% employer match about $315,251 at 4% or $210,168 at 6%.
Atc Brokers 401(K) Profit Sharing Plan & Trust-9$558,535$211,981$23,553iApproximate average salary by contribution assumption: employee only about $588,836 at 4% or $392,557 at 6%; with 50% employer match about $392,557 at 4% or $261,705 at 6%; with 100% employer match about $294,418 at 4% or $196,279 at 6%.
ATC BROKERS PENSION PLAN-8$324,250$15,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
202229$570,761$236,651$26,295iApproximate average salary by contribution assumption: employee only about $657,364 at 4% or $438,243 at 6%; with 50% employer match about $438,243 at 4% or $292,162 at 6%; with 100% employer match about $328,682 at 4% or $219,121 at 6%.
Atc Brokers 401(K) Profit Sharing Plan & Trust-9$290,394$100,651$11,183iApproximate average salary by contribution assumption: employee only about $279,586 at 4% or $186,391 at 6%; with 50% employer match about $186,391 at 4% or $124,260 at 6%; with 100% employer match about $139,793 at 4% or $93,195 at 6%.
ATC BROKERS PENSION PLAN-8$280,367$136,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
202129$392,370$234,202$26,022iApproximate average salary by contribution assumption: employee only about $650,561 at 4% or $433,707 at 6%; with 50% employer match about $433,707 at 4% or $289,138 at 6%; with 100% employer match about $325,281 at 4% or $216,854 at 6%.
Atc Brokers 401(K) Profit Sharing Plan & Trust-9$233,724$146,502$16,278iApproximate average salary by contribution assumption: employee only about $406,950 at 4% or $271,300 at 6%; with 50% employer match about $271,300 at 4% or $180,867 at 6%; with 100% employer match about $203,475 at 4% or $135,650 at 6%.
ATC BROKERS PENSION PLAN-9$158,646$87,700$9,744iApproximate average salary by contribution assumption: employee only about $243,611 at 4% or $162,407 at 6%; with 50% employer match about $162,407 at 4% or $108,272 at 6%; with 100% employer match about $121,806 at 4% or $81,204 at 6%.