Civic Intelligence

Atlas Private Wealth Management LLC

Plan context: Atlas Private Wealth Management LLC 401(K) Plan

EIN 26-0806050 • Albany, NY • 16 filings • 4 plans

3 Atrium Drive, Suite 265Albany, NY 12205
Current Snapshot

Latest Year

2023

2023 Participants

42

2023 Assets

$3,674,947

2023 Contributions

$307,304

Historical Graphs

Total Assets Over Time

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

$3,768,198$1,884,099$0200720152022YearValue
$3,674,947Latest year 2022

Participants Over Time

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

49250200720152022YearValue
42Latest year 2022

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
202310$0$307,304-
Atlas Private Wealth Management LLC 401(K) Plan-0$0$307,304-
2022142$3,674,947$715,141$17,027iApproximate average salary by contribution assumption: employee only about $425,679 at 4% or $283,786 at 6%; with 50% employer match about $283,786 at 4% or $189,191 at 6%; with 100% employer match about $212,840 at 4% or $141,893 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-42$3,674,947$715,141$17,027iApproximate average salary by contribution assumption: employee only about $425,679 at 4% or $283,786 at 6%; with 50% employer match about $283,786 at 4% or $189,191 at 6%; with 100% employer match about $212,840 at 4% or $141,893 at 6%.
2021140$3,768,198$568,454$14,211iApproximate average salary by contribution assumption: employee only about $355,284 at 4% or $236,856 at 6%; with 50% employer match about $236,856 at 4% or $157,904 at 6%; with 100% employer match about $177,642 at 4% or $118,428 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-40$3,768,198$568,454$14,211iApproximate average salary by contribution assumption: employee only about $355,284 at 4% or $236,856 at 6%; with 50% employer match about $236,856 at 4% or $157,904 at 6%; with 100% employer match about $177,642 at 4% or $118,428 at 6%.
2020136$3,045,746$526,781$14,633iApproximate average salary by contribution assumption: employee only about $365,820 at 4% or $243,880 at 6%; with 50% employer match about $243,880 at 4% or $162,587 at 6%; with 100% employer match about $182,910 at 4% or $121,940 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-36$3,045,746$526,781$14,633iApproximate average salary by contribution assumption: employee only about $365,820 at 4% or $243,880 at 6%; with 50% employer match about $243,880 at 4% or $162,587 at 6%; with 100% employer match about $182,910 at 4% or $121,940 at 6%.
2019133$2,044,892$351,971$10,666iApproximate average salary by contribution assumption: employee only about $266,645 at 4% or $177,763 at 6%; with 50% employer match about $177,763 at 4% or $118,509 at 6%; with 100% employer match about $133,322 at 4% or $88,882 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-33$2,044,892$351,971$10,666iApproximate average salary by contribution assumption: employee only about $266,645 at 4% or $177,763 at 6%; with 50% employer match about $177,763 at 4% or $118,509 at 6%; with 100% employer match about $133,322 at 4% or $88,882 at 6%.
2018140$2,138,855$404,177$10,104iApproximate average salary by contribution assumption: employee only about $252,611 at 4% or $168,407 at 6%; with 50% employer match about $168,407 at 4% or $112,271 at 6%; with 100% employer match about $126,305 at 4% or $84,204 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-40$2,138,855$404,177$10,104iApproximate average salary by contribution assumption: employee only about $252,611 at 4% or $168,407 at 6%; with 50% employer match about $168,407 at 4% or $112,271 at 6%; with 100% employer match about $126,305 at 4% or $84,204 at 6%.
2017139$1,968,568$384,822$9,867iApproximate average salary by contribution assumption: employee only about $246,681 at 4% or $164,454 at 6%; with 50% employer match about $164,454 at 4% or $109,636 at 6%; with 100% employer match about $123,340 at 4% or $82,227 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-39$1,968,568$384,822$9,867iApproximate average salary by contribution assumption: employee only about $246,681 at 4% or $164,454 at 6%; with 50% employer match about $164,454 at 4% or $109,636 at 6%; with 100% employer match about $123,340 at 4% or $82,227 at 6%.
2016139$1,782,103$332,283$8,520iApproximate average salary by contribution assumption: employee only about $213,002 at 4% or $142,001 at 6%; with 50% employer match about $142,001 at 4% or $94,668 at 6%; with 100% employer match about $106,501 at 4% or $71,001 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-39$1,782,103$332,283$8,520iApproximate average salary by contribution assumption: employee only about $213,002 at 4% or $142,001 at 6%; with 50% employer match about $142,001 at 4% or $94,668 at 6%; with 100% employer match about $106,501 at 4% or $71,001 at 6%.
2015136$1,456,468$415,337$11,537iApproximate average salary by contribution assumption: employee only about $288,428 at 4% or $192,286 at 6%; with 50% employer match about $192,286 at 4% or $128,190 at 6%; with 100% employer match about $144,214 at 4% or $96,143 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-36$1,456,468$415,337$11,537iApproximate average salary by contribution assumption: employee only about $288,428 at 4% or $192,286 at 6%; with 50% employer match about $192,286 at 4% or $128,190 at 6%; with 100% employer match about $144,214 at 4% or $96,143 at 6%.
2014137$1,141,692$259,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-37$1,141,692$259,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
2013127$863,965$82,578$3,058iApproximate average salary by contribution assumption: employee only about $76,461 at 4% or $50,974 at 6%; with 50% employer match about $50,974 at 4% or $33,983 at 6%; with 100% employer match about $38,231 at 4% or $25,487 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-27$863,965$82,578$3,058iApproximate average salary by contribution assumption: employee only about $76,461 at 4% or $50,974 at 6%; with 50% employer match about $50,974 at 4% or $33,983 at 6%; with 100% employer match about $38,231 at 4% or $25,487 at 6%.
2012124$941,163$48,343$2,014iApproximate average salary by contribution assumption: employee only about $50,357 at 4% or $33,572 at 6%; with 50% employer match about $33,572 at 4% or $22,381 at 6%; with 100% employer match about $25,179 at 4% or $16,786 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-24$941,163$48,343$2,014iApproximate average salary by contribution assumption: employee only about $50,357 at 4% or $33,572 at 6%; with 50% employer match about $33,572 at 4% or $22,381 at 6%; with 100% employer match about $25,179 at 4% or $16,786 at 6%.
2011127$856,221$58,856$2,180iApproximate average salary by contribution assumption: employee only about $54,496 at 4% or $36,331 at 6%; with 50% employer match about $36,331 at 4% or $24,221 at 6%; with 100% employer match about $27,248 at 4% or $18,165 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-27$856,221$58,856$2,180iApproximate average salary by contribution assumption: employee only about $54,496 at 4% or $36,331 at 6%; with 50% employer match about $36,331 at 4% or $24,221 at 6%; with 100% employer match about $27,248 at 4% or $18,165 at 6%.
2010145$825,038$57,722$1,283iApproximate average salary by contribution assumption: employee only about $32,068 at 4% or $21,379 at 6%; with 50% employer match about $21,379 at 4% or $14,252 at 6%; with 100% employer match about $16,034 at 4% or $10,689 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-45$825,038$57,722$1,283iApproximate average salary by contribution assumption: employee only about $32,068 at 4% or $21,379 at 6%; with 50% employer match about $21,379 at 4% or $14,252 at 6%; with 100% employer match about $16,034 at 4% or $10,689 at 6%.
2009149$750,965$78,293$1,598iApproximate average salary by contribution assumption: employee only about $39,945 at 4% or $26,630 at 6%; with 50% employer match about $26,630 at 4% or $17,754 at 6%; with 100% employer match about $19,973 at 4% or $13,315 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-49$750,965$78,293$1,598iApproximate average salary by contribution assumption: employee only about $39,945 at 4% or $26,630 at 6%; with 50% employer match about $26,630 at 4% or $17,754 at 6%; with 100% employer match about $19,973 at 4% or $13,315 at 6%.
2007132$1,038,522$314,981$9,843iApproximate average salary by contribution assumption: employee only about $246,079 at 4% or $164,053 at 6%; with 50% employer match about $164,053 at 4% or $109,368 at 6%; with 100% employer match about $123,039 at 4% or $82,026 at 6%.
Atlas Private Wealth Management LLC 401(K) Plan-32$1,038,522$314,981$9,843iApproximate average salary by contribution assumption: employee only about $246,079 at 4% or $164,053 at 6%; with 50% employer match about $164,053 at 4% or $109,368 at 6%; with 100% employer match about $123,039 at 4% or $82,026 at 6%.