Civic Intelligence

ATAX, LLC

Plan context: ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST

EIN 27-2112722 • Atlanta, GA • 12 filings • 2 plans

1100 Peachtree Street NESuite 690Atlanta, GA 30309
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,064,563

2025 Contributions

$83,653

Historical Graphs

Total Assets Over Time

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

$1,064,563$532,282$0201420202025YearValue
$1,064,563Latest year 2025

Participants Over Time

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

1050201420202025YearValue
7Latest 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
202517$1,064,563$83,653$11,950iApproximate average salary by contribution assumption: employee only about $298,761 at 4% or $199,174 at 6%; with 50% employer match about $199,174 at 4% or $132,783 at 6%; with 100% employer match about $149,380 at 4% or $99,587 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-7$1,064,563$83,653$11,950iApproximate average salary by contribution assumption: employee only about $298,761 at 4% or $199,174 at 6%; with 50% employer match about $199,174 at 4% or $132,783 at 6%; with 100% employer match about $149,380 at 4% or $99,587 at 6%.
202418$919,197$124,920$15,615iApproximate average salary by contribution assumption: employee only about $390,375 at 4% or $260,250 at 6%; with 50% employer match about $260,250 at 4% or $173,500 at 6%; with 100% employer match about $195,188 at 4% or $130,125 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-8$919,197$124,920$15,615iApproximate average salary by contribution assumption: employee only about $390,375 at 4% or $260,250 at 6%; with 50% employer match about $260,250 at 4% or $173,500 at 6%; with 100% employer match about $195,188 at 4% or $130,125 at 6%.
2023110$697,766$164,882$16,488iApproximate average salary by contribution assumption: employee only about $412,205 at 4% or $274,803 at 6%; with 50% employer match about $274,803 at 4% or $183,202 at 6%; with 100% employer match about $206,103 at 4% or $137,402 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-10$697,766$164,882$16,488iApproximate average salary by contribution assumption: employee only about $412,205 at 4% or $274,803 at 6%; with 50% employer match about $274,803 at 4% or $183,202 at 6%; with 100% employer match about $206,103 at 4% or $137,402 at 6%.
202219$435,668$67,772$7,530iApproximate average salary by contribution assumption: employee only about $188,256 at 4% or $125,504 at 6%; with 50% employer match about $125,504 at 4% or $83,669 at 6%; with 100% employer match about $94,128 at 4% or $62,752 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-9$435,668$67,772$7,530iApproximate average salary by contribution assumption: employee only about $188,256 at 4% or $125,504 at 6%; with 50% employer match about $125,504 at 4% or $83,669 at 6%; with 100% employer match about $94,128 at 4% or $62,752 at 6%.
2021110$500,088$62,886$6,289iApproximate average salary by contribution assumption: employee only about $157,215 at 4% or $104,810 at 6%; with 50% employer match about $104,810 at 4% or $69,873 at 6%; with 100% employer match about $78,608 at 4% or $52,405 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-10$500,088$62,886$6,289iApproximate average salary by contribution assumption: employee only about $157,215 at 4% or $104,810 at 6%; with 50% employer match about $104,810 at 4% or $69,873 at 6%; with 100% employer match about $78,608 at 4% or $52,405 at 6%.
202018$385,958$52,714$6,589iApproximate average salary by contribution assumption: employee only about $164,731 at 4% or $109,821 at 6%; with 50% employer match about $109,821 at 4% or $73,214 at 6%; with 100% employer match about $82,366 at 4% or $54,910 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-8$385,958$52,714$6,589iApproximate average salary by contribution assumption: employee only about $164,731 at 4% or $109,821 at 6%; with 50% employer match about $109,821 at 4% or $73,214 at 6%; with 100% employer match about $82,366 at 4% or $54,910 at 6%.
201919$302,250$50,815$5,646iApproximate average salary by contribution assumption: employee only about $141,153 at 4% or $94,102 at 6%; with 50% employer match about $94,102 at 4% or $62,735 at 6%; with 100% employer match about $70,576 at 4% or $47,051 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-9$302,250$50,815$5,646iApproximate average salary by contribution assumption: employee only about $141,153 at 4% or $94,102 at 6%; with 50% employer match about $94,102 at 4% or $62,735 at 6%; with 100% employer match about $70,576 at 4% or $47,051 at 6%.
2018110$205,160$48,559$4,856iApproximate average salary by contribution assumption: employee only about $121,397 at 4% or $80,932 at 6%; with 50% employer match about $80,932 at 4% or $53,954 at 6%; with 100% employer match about $60,699 at 4% or $40,466 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-10$205,160$48,559$4,856iApproximate average salary by contribution assumption: employee only about $121,397 at 4% or $80,932 at 6%; with 50% employer match about $80,932 at 4% or $53,954 at 6%; with 100% employer match about $60,699 at 4% or $40,466 at 6%.
201716$180,125$27,012$4,502iApproximate average salary by contribution assumption: employee only about $112,550 at 4% or $75,033 at 6%; with 50% employer match about $75,033 at 4% or $50,022 at 6%; with 100% employer match about $56,275 at 4% or $37,517 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-6$180,125$27,012$4,502iApproximate average salary by contribution assumption: employee only about $112,550 at 4% or $75,033 at 6%; with 50% employer match about $75,033 at 4% or $50,022 at 6%; with 100% employer match about $56,275 at 4% or $37,517 at 6%.
201615$128,495$49,665$9,933iApproximate average salary by contribution assumption: employee only about $248,325 at 4% or $165,550 at 6%; with 50% employer match about $165,550 at 4% or $110,367 at 6%; with 100% employer match about $124,163 at 4% or $82,775 at 6%.
ATAX, LLC 401K PROFIT SHARING PLAN AND TRUST-5$128,495$49,665$9,933iApproximate average salary by contribution assumption: employee only about $248,325 at 4% or $165,550 at 6%; with 50% employer match about $165,550 at 4% or $110,367 at 6%; with 100% employer match about $124,163 at 4% or $82,775 at 6%.
201514$73,841$45,799$11,450iApproximate average salary by contribution assumption: employee only about $286,244 at 4% or $190,829 at 6%; with 50% employer match about $190,829 at 4% or $127,219 at 6%; with 100% employer match about $143,122 at 4% or $95,415 at 6%.
ATAX LLC 401 K PROFIT SHARING PLAN TRUST-4$73,841$45,799$11,450iApproximate average salary by contribution assumption: employee only about $286,244 at 4% or $190,829 at 6%; with 50% employer match about $190,829 at 4% or $127,219 at 6%; with 100% employer match about $143,122 at 4% or $95,415 at 6%.
201414$31,347$30,967$7,742iApproximate average salary by contribution assumption: employee only about $193,544 at 4% or $129,029 at 6%; with 50% employer match about $129,029 at 4% or $86,019 at 6%; with 100% employer match about $96,772 at 4% or $64,515 at 6%.
ATAX LLC 401 K PROFIT SHARING PLAN TRUST-4$31,347$30,967$7,742iApproximate average salary by contribution assumption: employee only about $193,544 at 4% or $129,029 at 6%; with 50% employer match about $129,029 at 4% or $86,019 at 6%; with 100% employer match about $96,772 at 4% or $64,515 at 6%.