Civic Intelligence

Atlantic Family Wealth LLC

Plan context: Atlantic Family Wealth LLC

EIN 46-5616964 • Coral Gables, FL • 10 filings • 1 plans

6705 S. Red Road, Ste 604Coral Gables, FL 33143
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,073,721

2024 Contributions

$377,501

Historical Graphs

Total Assets Over Time

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

$2,073,721$1,036,861$0201520202024YearValue
$2,073,721Latest year 2024

Participants Over Time

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

740201520202024YearValue
6Latest year 2024

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
202416$2,073,721$377,501$62,917iApproximate average salary by contribution assumption: employee only about $1,572,921 at 4% or $1,048,614 at 6%; with 50% employer match about $1,048,614 at 4% or $699,076 at 6%; with 100% employer match about $786,460 at 4% or $524,307 at 6%.
Atlantic Family Wealth LLC-6$2,073,721$377,501$62,917iApproximate average salary by contribution assumption: employee only about $1,572,921 at 4% or $1,048,614 at 6%; with 50% employer match about $1,048,614 at 4% or $699,076 at 6%; with 100% employer match about $786,460 at 4% or $524,307 at 6%.
202317$1,772,287$129,325$18,475iApproximate average salary by contribution assumption: employee only about $461,875 at 4% or $307,917 at 6%; with 50% employer match about $307,917 at 4% or $205,278 at 6%; with 100% employer match about $230,938 at 4% or $153,958 at 6%.
Atlantic Family Wealth LLC-7$1,772,287$129,325$18,475iApproximate average salary by contribution assumption: employee only about $461,875 at 4% or $307,917 at 6%; with 50% employer match about $307,917 at 4% or $205,278 at 6%; with 100% employer match about $230,938 at 4% or $153,958 at 6%.
202217$1,412,109$71,886$10,269iApproximate average salary by contribution assumption: employee only about $256,736 at 4% or $171,157 at 6%; with 50% employer match about $171,157 at 4% or $114,105 at 6%; with 100% employer match about $128,368 at 4% or $85,579 at 6%.
Atlantic Family Wealth LLC-7$1,412,109$71,886$10,269iApproximate average salary by contribution assumption: employee only about $256,736 at 4% or $171,157 at 6%; with 50% employer match about $171,157 at 4% or $114,105 at 6%; with 100% employer match about $128,368 at 4% or $85,579 at 6%.
202115$1,591,549$80,166$16,033iApproximate average salary by contribution assumption: employee only about $400,830 at 4% or $267,220 at 6%; with 50% employer match about $267,220 at 4% or $178,147 at 6%; with 100% employer match about $200,415 at 4% or $133,610 at 6%.
Atlantic Family Wealth LLC-5$1,591,549$80,166$16,033iApproximate average salary by contribution assumption: employee only about $400,830 at 4% or $267,220 at 6%; with 50% employer match about $267,220 at 4% or $178,147 at 6%; with 100% employer match about $200,415 at 4% or $133,610 at 6%.
202015$1,202,759$79,336$15,867iApproximate average salary by contribution assumption: employee only about $396,680 at 4% or $264,453 at 6%; with 50% employer match about $264,453 at 4% or $176,302 at 6%; with 100% employer match about $198,340 at 4% or $132,227 at 6%.
Atlantic Family Wealth LLC-5$1,202,759$79,336$15,867iApproximate average salary by contribution assumption: employee only about $396,680 at 4% or $264,453 at 6%; with 50% employer match about $264,453 at 4% or $176,302 at 6%; with 100% employer match about $198,340 at 4% or $132,227 at 6%.
201915$942,323$63,714$12,743iApproximate average salary by contribution assumption: employee only about $318,570 at 4% or $212,380 at 6%; with 50% employer match about $212,380 at 4% or $141,587 at 6%; with 100% employer match about $159,285 at 4% or $106,190 at 6%.
Atlantic Family Wealth LLC-5$942,323$63,714$12,743iApproximate average salary by contribution assumption: employee only about $318,570 at 4% or $212,380 at 6%; with 50% employer match about $212,380 at 4% or $141,587 at 6%; with 100% employer match about $159,285 at 4% or $106,190 at 6%.
201815$672,393$129,729$25,946iApproximate average salary by contribution assumption: employee only about $648,645 at 4% or $432,430 at 6%; with 50% employer match about $432,430 at 4% or $288,287 at 6%; with 100% employer match about $324,323 at 4% or $216,215 at 6%.
Atlantic Family Wealth LLC-5$672,393$129,729$25,946iApproximate average salary by contribution assumption: employee only about $648,645 at 4% or $432,430 at 6%; with 50% employer match about $432,430 at 4% or $288,287 at 6%; with 100% employer match about $324,323 at 4% or $216,215 at 6%.
201715$589,072$257,261$51,452iApproximate average salary by contribution assumption: employee only about $1,286,305 at 4% or $857,537 at 6%; with 50% employer match about $857,537 at 4% or $571,691 at 6%; with 100% employer match about $643,153 at 4% or $428,768 at 6%.
Atlantic Family Wealth LLC-5$589,072$257,261$51,452iApproximate average salary by contribution assumption: employee only about $1,286,305 at 4% or $857,537 at 6%; with 50% employer match about $857,537 at 4% or $571,691 at 6%; with 100% employer match about $643,153 at 4% or $428,768 at 6%.
201615$270,490$213,170$42,634iApproximate average salary by contribution assumption: employee only about $1,065,850 at 4% or $710,567 at 6%; with 50% employer match about $710,567 at 4% or $473,711 at 6%; with 100% employer match about $532,925 at 4% or $355,283 at 6%.
Atlantic Family Wealth LLC-5$270,490$213,170$42,634iApproximate average salary by contribution assumption: employee only about $1,065,850 at 4% or $710,567 at 6%; with 50% employer match about $710,567 at 4% or $473,711 at 6%; with 100% employer match about $532,925 at 4% or $355,283 at 6%.
201513$13,548$13,567$4,522iApproximate average salary by contribution assumption: employee only about $113,058 at 4% or $75,372 at 6%; with 50% employer match about $75,372 at 4% or $50,248 at 6%; with 100% employer match about $56,529 at 4% or $37,686 at 6%.
Atlantic Family Wealth LLC-3$13,548$13,567$4,522iApproximate average salary by contribution assumption: employee only about $113,058 at 4% or $75,372 at 6%; with 50% employer match about $75,372 at 4% or $50,248 at 6%; with 100% employer match about $56,529 at 4% or $37,686 at 6%.