Civic Intelligence

Atwood Advisors Inc.

Plan context: Atwood Advisors Inc. 401K Plan

EIN 26-1439610 • New York, NY • 9 filings • 2 plans

515 Madison Avenue, 35th FloorNew York, NY 10022
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$217,645

2017 Contributions

$28,760

Historical Graphs

Total Assets Over Time

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

$303,911$151,956$0200920132016YearValue
$217,645Latest year 2016

Participants Over Time

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

530200920132016YearValue
5Latest year 2016

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
201710$0$0-
Atwood Advisors Inc. 401K Plan-0$0$0-
201615$217,645$0-
Atwood Advisors Inc. 401K Plan-5$217,645$0-
201515$294,583$0-
Atwood Advisors Inc. 401K Plan-5$294,583$0-
201415$294,122$0-
Atwood Advisors Inc. 401K Plan-5$294,122$0-
201315$283,040$28,760$5,752iApproximate average salary by contribution assumption: employee only about $143,800 at 4% or $95,867 at 6%; with 50% employer match about $95,867 at 4% or $63,911 at 6%; with 100% employer match about $71,900 at 4% or $47,933 at 6%.
Atwood Advisors Inc. 401K Plan-5$283,040$28,760$5,752iApproximate average salary by contribution assumption: employee only about $143,800 at 4% or $95,867 at 6%; with 50% employer match about $95,867 at 4% or $63,911 at 6%; with 100% employer match about $71,900 at 4% or $47,933 at 6%.
201215$217,078$17,875$3,575iApproximate average salary by contribution assumption: employee only about $89,375 at 4% or $59,583 at 6%; with 50% employer match about $59,583 at 4% or $39,722 at 6%; with 100% employer match about $44,688 at 4% or $29,792 at 6%.
Atwood Advisors Inc. 401K Plan-5$217,078$17,875$3,575iApproximate average salary by contribution assumption: employee only about $89,375 at 4% or $59,583 at 6%; with 50% employer match about $59,583 at 4% or $39,722 at 6%; with 100% employer match about $44,688 at 4% or $29,792 at 6%.
201113$182,066$7,413$2,471iApproximate average salary by contribution assumption: employee only about $61,775 at 4% or $41,183 at 6%; with 50% employer match about $41,183 at 4% or $27,456 at 6%; with 100% employer match about $30,888 at 4% or $20,592 at 6%.
Atwood Advisors Inc. 401K Plan-3$182,066$7,413$2,471iApproximate average salary by contribution assumption: employee only about $61,775 at 4% or $41,183 at 6%; with 50% employer match about $41,183 at 4% or $27,456 at 6%; with 100% employer match about $30,888 at 4% or $20,592 at 6%.
201013$184,655$33,899$11,300iApproximate average salary by contribution assumption: employee only about $282,492 at 4% or $188,328 at 6%; with 50% employer match about $188,328 at 4% or $125,552 at 6%; with 100% employer match about $141,246 at 4% or $94,164 at 6%.
Atwood Advisors Inc. 401K Plan-3$184,655$33,899$11,300iApproximate average salary by contribution assumption: employee only about $282,492 at 4% or $188,328 at 6%; with 50% employer match about $188,328 at 4% or $125,552 at 6%; with 100% employer match about $141,246 at 4% or $94,164 at 6%.
200915$303,911$84,019$16,804iApproximate average salary by contribution assumption: employee only about $420,095 at 4% or $280,063 at 6%; with 50% employer match about $280,063 at 4% or $186,709 at 6%; with 100% employer match about $210,048 at 4% or $140,032 at 6%.
Atwood Advisors Inc. 401K Plan-5$303,911$84,019$16,804iApproximate average salary by contribution assumption: employee only about $420,095 at 4% or $280,063 at 6%; with 50% employer match about $280,063 at 4% or $186,709 at 6%; with 100% employer match about $210,048 at 4% or $140,032 at 6%.