Civic Intelligence

Milton R Norwitz

Plan context: Atlas Advisory Services Retirement Plan

EIN 23-2978417 • Longboat Key, FL • 13 filings • 1 plans

2120 Harbourside Drive, Unit 621Longboat Key, FL 34228
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,578,005

2019 Contributions

$3,306,637

Historical Graphs

Total Assets Over Time

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

$3,528,315$1,764,158$0199920142019YearValue
$1,578,005Latest year 2019

Participants Over Time

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

210199920142019YearValue
1Latest year 2019

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
201911$1,578,005$0-
Atlas Advisory Services Retirement Plan-1$1,578,005$0-
201811$1,399,380$0-
Atlas Advisory Services Retirement Plan-1$1,399,380$0-
201711$1,759,050$0-
Atlas Advisory Services Retirement Plan-1$1,759,050$0-
201611$1,635,554$0-
Atlas Advisory Services Retirement Plan-1$1,635,554$0-
201511$1,542,184$0-
Atlas Advisory Services Retirement Plan-1$1,542,184$0-
201411$1,696,624$0-
Atlas Advisory Services Retirement Plan-1$1,696,624$0-
201311$1,699,351$0-
Atlas Advisory Services Retirement Plan-1$1,699,351$0-
201211$1,400,167$0-
Atlas Advisory Services Retirement Plan-1$1,400,167$0-
201111$1,329,319$0-
Atlas Advisory Services Retirement Plan-1$1,329,319$0-
201011$1,497,714$0-
Atlas Advisory Services Retirement Plan-1$1,497,714$0-
200911$1,242,260$0-
Atlas Advisory Services Retirement Plan-1$1,242,260$0-
200810$0$0-
Atlas Advisory Services Retirement Plan-0---
199912$3,528,315$3,306,637$1,653,319iApproximate average salary by contribution assumption: employee only about $41,332,963 at 4% or $27,555,308 at 6%; with 50% employer match about $27,555,308 at 4% or $18,370,206 at 6%; with 100% employer match about $20,666,481 at 4% or $13,777,654 at 6%.
Atlas Advisory Services Retirement Plan-2$3,528,315$3,306,637$1,653,319iApproximate average salary by contribution assumption: employee only about $41,332,963 at 4% or $27,555,308 at 6%; with 50% employer match about $27,555,308 at 4% or $18,370,206 at 6%; with 100% employer match about $20,666,481 at 4% or $13,777,654 at 6%.