Civic Intelligence

Tfc Financial Management Inc.

Plan context: Tfc Financial Management Inc. 401(K) Plan

EIN 04-2715788 • Boston, MA • 20 filings • 2 plans

260 Franklin Street, Suite 1888Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$9,133,403

2024 Contributions

$503,916

Historical Graphs

Total Assets Over Time

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

$9,133,403$4,566,702$0200520152024YearValue
$9,133,403Latest year 2024

Participants Over Time

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

33170200520152024YearValue
32Latest 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
2024132$9,133,403$503,916$15,747iApproximate average salary by contribution assumption: employee only about $393,684 at 4% or $262,456 at 6%; with 50% employer match about $262,456 at 4% or $174,971 at 6%; with 100% employer match about $196,842 at 4% or $131,228 at 6%.
Tfc Financial Management Inc. 401(K) Plan-32$9,133,403$503,916$15,747iApproximate average salary by contribution assumption: employee only about $393,684 at 4% or $262,456 at 6%; with 50% employer match about $262,456 at 4% or $174,971 at 6%; with 100% employer match about $196,842 at 4% or $131,228 at 6%.
2023133$8,517,038$593,024$17,970iApproximate average salary by contribution assumption: employee only about $449,261 at 4% or $299,507 at 6%; with 50% employer match about $299,507 at 4% or $199,671 at 6%; with 100% employer match about $224,630 at 4% or $149,754 at 6%.
Tfc Financial Management Inc. 401(K) Plan-33$8,517,038$593,024$17,970iApproximate average salary by contribution assumption: employee only about $449,261 at 4% or $299,507 at 6%; with 50% employer match about $299,507 at 4% or $199,671 at 6%; with 100% employer match about $224,630 at 4% or $149,754 at 6%.
2022129$7,192,534$417,594$14,400iApproximate average salary by contribution assumption: employee only about $359,995 at 4% or $239,997 at 6%; with 50% employer match about $239,997 at 4% or $159,998 at 6%; with 100% employer match about $179,997 at 4% or $119,998 at 6%.
Tfc Financial Management Inc. 401(K) Plan-29$7,192,534$417,594$14,400iApproximate average salary by contribution assumption: employee only about $359,995 at 4% or $239,997 at 6%; with 50% employer match about $239,997 at 4% or $159,998 at 6%; with 100% employer match about $179,997 at 4% or $119,998 at 6%.
2021126$8,263,168$399,035$15,348iApproximate average salary by contribution assumption: employee only about $383,688 at 4% or $255,792 at 6%; with 50% employer match about $255,792 at 4% or $170,528 at 6%; with 100% employer match about $191,844 at 4% or $127,896 at 6%.
Tfc Financial Management Inc. 401(K) Plan-26$8,263,168$399,035$15,348iApproximate average salary by contribution assumption: employee only about $383,688 at 4% or $255,792 at 6%; with 50% employer match about $255,792 at 4% or $170,528 at 6%; with 100% employer match about $191,844 at 4% or $127,896 at 6%.
2020127$6,816,060$355,213$13,156iApproximate average salary by contribution assumption: employee only about $328,901 at 4% or $219,267 at 6%; with 50% employer match about $219,267 at 4% or $146,178 at 6%; with 100% employer match about $164,450 at 4% or $109,634 at 6%.
Tfc Financial Management Inc. 401(K) Plan-27$6,816,060$355,213$13,156iApproximate average salary by contribution assumption: employee only about $328,901 at 4% or $219,267 at 6%; with 50% employer match about $219,267 at 4% or $146,178 at 6%; with 100% employer match about $164,450 at 4% or $109,634 at 6%.
2019127$5,904,403$287,186$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,184 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
Tfc Financial Management Inc. 401(K) Plan-27$5,904,403$287,186$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,184 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
2018124$4,629,167$307,625$12,818iApproximate average salary by contribution assumption: employee only about $320,443 at 4% or $213,628 at 6%; with 50% employer match about $213,628 at 4% or $142,419 at 6%; with 100% employer match about $160,221 at 4% or $106,814 at 6%.
Tfc Financial Management Inc. 401(K) Plan-24$4,629,167$307,625$12,818iApproximate average salary by contribution assumption: employee only about $320,443 at 4% or $213,628 at 6%; with 50% employer match about $213,628 at 4% or $142,419 at 6%; with 100% employer match about $160,221 at 4% or $106,814 at 6%.
2017127$5,926,840$328,003$12,148iApproximate average salary by contribution assumption: employee only about $303,706 at 4% or $202,471 at 6%; with 50% employer match about $202,471 at 4% or $134,981 at 6%; with 100% employer match about $151,853 at 4% or $101,235 at 6%.
Tfc Financial Management Inc. 401(K) Plan-27$5,926,840$328,003$12,148iApproximate average salary by contribution assumption: employee only about $303,706 at 4% or $202,471 at 6%; with 50% employer match about $202,471 at 4% or $134,981 at 6%; with 100% employer match about $151,853 at 4% or $101,235 at 6%.
2016122$4,806,260$393,388$17,881iApproximate average salary by contribution assumption: employee only about $447,032 at 4% or $298,021 at 6%; with 50% employer match about $298,021 at 4% or $198,681 at 6%; with 100% employer match about $223,516 at 4% or $149,011 at 6%.
Tfc Financial Management Inc. 401(K) Plan-22$4,806,260$393,388$17,881iApproximate average salary by contribution assumption: employee only about $447,032 at 4% or $298,021 at 6%; with 50% employer match about $298,021 at 4% or $198,681 at 6%; with 100% employer match about $223,516 at 4% or $149,011 at 6%.
2015126$4,945,903$271,357$10,437iApproximate average salary by contribution assumption: employee only about $260,920 at 4% or $173,947 at 6%; with 50% employer match about $173,947 at 4% or $115,965 at 6%; with 100% employer match about $130,460 at 4% or $86,973 at 6%.
Tfc Financial Management Inc. 401(K) Plan-26$4,945,903$271,357$10,437iApproximate average salary by contribution assumption: employee only about $260,920 at 4% or $173,947 at 6%; with 50% employer match about $173,947 at 4% or $115,965 at 6%; with 100% employer match about $130,460 at 4% or $86,973 at 6%.
2014123$4,901,027$278,278$12,099iApproximate average salary by contribution assumption: employee only about $302,476 at 4% or $201,651 at 6%; with 50% employer match about $201,651 at 4% or $134,434 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
Tfc Financial Management Inc. 401(K) Plan-23$4,901,027$278,278$12,099iApproximate average salary by contribution assumption: employee only about $302,476 at 4% or $201,651 at 6%; with 50% employer match about $201,651 at 4% or $134,434 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
2013123$4,600,409$258,124$11,223iApproximate average salary by contribution assumption: employee only about $280,570 at 4% or $187,046 at 6%; with 50% employer match about $187,046 at 4% or $124,698 at 6%; with 100% employer match about $140,285 at 4% or $93,523 at 6%.
Tfc Financial Management Inc. 401(K) Plan-23$4,600,409$258,124$11,223iApproximate average salary by contribution assumption: employee only about $280,570 at 4% or $187,046 at 6%; with 50% employer match about $187,046 at 4% or $124,698 at 6%; with 100% employer match about $140,285 at 4% or $93,523 at 6%.
2012121$3,748,894$307,453$14,641iApproximate average salary by contribution assumption: employee only about $366,015 at 4% or $244,010 at 6%; with 50% employer match about $244,010 at 4% or $162,674 at 6%; with 100% employer match about $183,008 at 4% or $122,005 at 6%.
Tfc Financial Management Inc. 401(K) Plan-21$3,748,894$307,453$14,641iApproximate average salary by contribution assumption: employee only about $366,015 at 4% or $244,010 at 6%; with 50% employer match about $244,010 at 4% or $162,674 at 6%; with 100% employer match about $183,008 at 4% or $122,005 at 6%.
2011122$3,108,471$250,952$11,407iApproximate average salary by contribution assumption: employee only about $285,173 at 4% or $190,115 at 6%; with 50% employer match about $190,115 at 4% or $126,743 at 6%; with 100% employer match about $142,586 at 4% or $95,058 at 6%.
Tfc Financial Management Inc. 401(K) Plan-22$3,108,471$250,952$11,407iApproximate average salary by contribution assumption: employee only about $285,173 at 4% or $190,115 at 6%; with 50% employer match about $190,115 at 4% or $126,743 at 6%; with 100% employer match about $142,586 at 4% or $95,058 at 6%.
2010121$3,139,648$290,426$13,830iApproximate average salary by contribution assumption: employee only about $345,745 at 4% or $230,497 at 6%; with 50% employer match about $230,497 at 4% or $153,665 at 6%; with 100% employer match about $172,873 at 4% or $115,248 at 6%.
Tfc Financial Management Inc. 401(K) Plan-21$3,139,648$290,426$13,830iApproximate average salary by contribution assumption: employee only about $345,745 at 4% or $230,497 at 6%; with 50% employer match about $230,497 at 4% or $153,665 at 6%; with 100% employer match about $172,873 at 4% or $115,248 at 6%.
2009122$2,526,485$323,521$14,706iApproximate average salary by contribution assumption: employee only about $367,638 at 4% or $245,092 at 6%; with 50% employer match about $245,092 at 4% or $163,394 at 6%; with 100% employer match about $183,819 at 4% or $122,546 at 6%.
Tfc Financial Management Inc. 401(K) Plan-22$2,526,485$323,521$14,706iApproximate average salary by contribution assumption: employee only about $367,638 at 4% or $245,092 at 6%; with 50% employer match about $245,092 at 4% or $163,394 at 6%; with 100% employer match about $183,819 at 4% or $122,546 at 6%.
2008121$1,672,433$513,921$24,472iApproximate average salary by contribution assumption: employee only about $611,811 at 4% or $407,874 at 6%; with 50% employer match about $407,874 at 4% or $271,916 at 6%; with 100% employer match about $305,905 at 4% or $203,937 at 6%.
Tfc Financial Management Inc. 401(K) Plan-21$1,672,433$513,921$24,472iApproximate average salary by contribution assumption: employee only about $611,811 at 4% or $407,874 at 6%; with 50% employer match about $407,874 at 4% or $271,916 at 6%; with 100% employer match about $305,905 at 4% or $203,937 at 6%.
2007120$0$0-
Tfc Financial Management Inc. 401(K) Plan-20---
2006117$1,599,748$1,248,087$73,417iApproximate average salary by contribution assumption: employee only about $1,835,422 at 4% or $1,223,615 at 6%; with 50% employer match about $1,223,615 at 4% or $815,743 at 6%; with 100% employer match about $917,711 at 4% or $611,807 at 6%.
Tfc Financial Management Inc. 401(K) Plan-17$1,599,748$1,248,087$73,417iApproximate average salary by contribution assumption: employee only about $1,835,422 at 4% or $1,223,615 at 6%; with 50% employer match about $1,223,615 at 4% or $815,743 at 6%; with 100% employer match about $917,711 at 4% or $611,807 at 6%.
2005114$214,411$197,433$14,102iApproximate average salary by contribution assumption: employee only about $352,559 at 4% or $235,039 at 6%; with 50% employer match about $235,039 at 4% or $156,693 at 6%; with 100% employer match about $176,279 at 4% or $117,520 at 6%.
Tfc Financial Management Inc. 401(K) Plan-14$214,411$197,433$14,102iApproximate average salary by contribution assumption: employee only about $352,559 at 4% or $235,039 at 6%; with 50% employer match about $235,039 at 4% or $156,693 at 6%; with 100% employer match about $176,279 at 4% or $117,520 at 6%.