Civic Intelligence

Atlantic Wealth Group LLC 401 (K) Profit Sharing Plan & Trust

Plan context: Atlantic Wealth Group LLC 410(K) Profit Sharing Plan & Trust

EIN 27-1860627 • Bala Cynwyd, PA • 2 filings • 2 plans

333 E City Ave Ste 300Bala Cynwyd, PA 19004-1512
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$6,299

2016 Contributions

$5,875

Historical Graphs

Total Assets Over Time

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

$6,299$3,150$02014YearValue
$6,299Latest year 2014

Participants Over Time

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

3202014YearValue
3Latest year 2014

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
201610$0$0-
Atlantic Wealth Group LLC 410(K) Profit Sharing Plan & Trust-0---
201413$6,299$5,875$1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%.
Atlantic Wealth Group LLC 410(K) Profit Sharing Plan & Trust-3$6,299$5,875$1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%.