Civic Intelligence

Turnbull & Asser (USA) LLC

Plan context: Turnbull & Asser 401(K) Plan

EIN 06-1458400 • Greenwich, CT • 25 filings • 2 plans

240 Greenwich AvenueGreenwich, CT 06830
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$4,045,777

2024 Contributions

$250,510

Historical Graphs

Total Assets Over Time

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

$4,247,317$2,123,659$0200020132024YearValue
$4,045,777Latest year 2024

Participants Over Time

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

31160200020122024YearValue
30Latest 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
2024130$4,045,777$250,510$8,350iApproximate average salary by contribution assumption: employee only about $208,758 at 4% or $139,172 at 6%; with 50% employer match about $139,172 at 4% or $92,781 at 6%; with 100% employer match about $104,379 at 4% or $69,586 at 6%.
Turnbull & Asser 401(K) Plan-30$4,045,777$250,510$8,350iApproximate average salary by contribution assumption: employee only about $208,758 at 4% or $139,172 at 6%; with 50% employer match about $139,172 at 4% or $92,781 at 6%; with 100% employer match about $104,379 at 4% or $69,586 at 6%.
2023131$4,247,317$221,993$7,161iApproximate average salary by contribution assumption: employee only about $179,027 at 4% or $119,351 at 6%; with 50% employer match about $119,351 at 4% or $79,567 at 6%; with 100% employer match about $89,513 at 4% or $59,676 at 6%.
Turnbull & Asser 401(K) Plan-31$4,247,317$221,993$7,161iApproximate average salary by contribution assumption: employee only about $179,027 at 4% or $119,351 at 6%; with 50% employer match about $119,351 at 4% or $79,567 at 6%; with 100% employer match about $89,513 at 4% or $59,676 at 6%.
2022129$3,387,991$196,782$6,786iApproximate average salary by contribution assumption: employee only about $169,640 at 4% or $113,093 at 6%; with 50% employer match about $113,093 at 4% or $75,395 at 6%; with 100% employer match about $84,820 at 4% or $56,547 at 6%.
Turnbull & Asser 401(K) Plan-29$3,387,991$196,782$6,786iApproximate average salary by contribution assumption: employee only about $169,640 at 4% or $113,093 at 6%; with 50% employer match about $113,093 at 4% or $75,395 at 6%; with 100% employer match about $84,820 at 4% or $56,547 at 6%.
2021125$3,960,879$210,373$8,415iApproximate average salary by contribution assumption: employee only about $210,373 at 4% or $140,249 at 6%; with 50% employer match about $140,249 at 4% or $93,499 at 6%; with 100% employer match about $105,187 at 4% or $70,124 at 6%.
Turnbull & Asser 401(K) Plan-25$3,960,879$210,373$8,415iApproximate average salary by contribution assumption: employee only about $210,373 at 4% or $140,249 at 6%; with 50% employer match about $140,249 at 4% or $93,499 at 6%; with 100% employer match about $105,187 at 4% or $70,124 at 6%.
2020120$3,248,056$176,006$8,800iApproximate average salary by contribution assumption: employee only about $220,007 at 4% or $146,672 at 6%; with 50% employer match about $146,672 at 4% or $97,781 at 6%; with 100% employer match about $110,004 at 4% or $73,336 at 6%.
Turnbull & Asser 401(K) Plan-20$3,248,056$176,006$8,800iApproximate average salary by contribution assumption: employee only about $220,007 at 4% or $146,672 at 6%; with 50% employer match about $146,672 at 4% or $97,781 at 6%; with 100% employer match about $110,004 at 4% or $73,336 at 6%.
2019123$2,689,685$737,933$32,084iApproximate average salary by contribution assumption: employee only about $802,101 at 4% or $534,734 at 6%; with 50% employer match about $534,734 at 4% or $356,489 at 6%; with 100% employer match about $401,051 at 4% or $267,367 at 6%.
Turnbull & Asser 401(K) Plan-23$2,689,685$737,933$32,084iApproximate average salary by contribution assumption: employee only about $802,101 at 4% or $534,734 at 6%; with 50% employer match about $534,734 at 4% or $356,489 at 6%; with 100% employer match about $401,051 at 4% or $267,367 at 6%.
2018122$1,514,278$185,500$8,432iApproximate average salary by contribution assumption: employee only about $210,795 at 4% or $140,530 at 6%; with 50% employer match about $140,530 at 4% or $93,687 at 6%; with 100% employer match about $105,398 at 4% or $70,265 at 6%.
Turnbull & Asser 401(K) Plan-22$1,514,278$185,500$8,432iApproximate average salary by contribution assumption: employee only about $210,795 at 4% or $140,530 at 6%; with 50% employer match about $140,530 at 4% or $93,687 at 6%; with 100% employer match about $105,398 at 4% or $70,265 at 6%.
2017131$1,664,742$167,539$5,404iApproximate average salary by contribution assumption: employee only about $135,112 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,037 at 6%.
Turnbull & Asser 401(K) Plan-31$1,664,742$167,539$5,404iApproximate average salary by contribution assumption: employee only about $135,112 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,037 at 6%.
2016127$1,258,930$149,539$5,538iApproximate average salary by contribution assumption: employee only about $138,462 at 4% or $92,308 at 6%; with 50% employer match about $92,308 at 4% or $61,539 at 6%; with 100% employer match about $69,231 at 4% or $46,154 at 6%.
Turnbull & Asser 401(K) Plan-27$1,258,930$149,539$5,538iApproximate average salary by contribution assumption: employee only about $138,462 at 4% or $92,308 at 6%; with 50% employer match about $92,308 at 4% or $61,539 at 6%; with 100% employer match about $69,231 at 4% or $46,154 at 6%.
2015124$1,045,856$101,806$4,242iApproximate average salary by contribution assumption: employee only about $106,048 at 4% or $70,699 at 6%; with 50% employer match about $70,699 at 4% or $47,132 at 6%; with 100% employer match about $53,024 at 4% or $35,349 at 6%.
Turnbull & Asser 401(K) Plan-24$1,045,856$101,806$4,242iApproximate average salary by contribution assumption: employee only about $106,048 at 4% or $70,699 at 6%; with 50% employer match about $70,699 at 4% or $47,132 at 6%; with 100% employer match about $53,024 at 4% or $35,349 at 6%.
2014131$948,461$89,953$2,902iApproximate average salary by contribution assumption: employee only about $72,543 at 4% or $48,362 at 6%; with 50% employer match about $48,362 at 4% or $32,241 at 6%; with 100% employer match about $36,271 at 4% or $24,181 at 6%.
Turnbull & Asser 401(K) Plan-31$948,461$89,953$2,902iApproximate average salary by contribution assumption: employee only about $72,543 at 4% or $48,362 at 6%; with 50% employer match about $48,362 at 4% or $32,241 at 6%; with 100% employer match about $36,271 at 4% or $24,181 at 6%.
2013121$832,415$94,178$4,485iApproximate average salary by contribution assumption: employee only about $112,117 at 4% or $74,744 at 6%; with 50% employer match about $74,744 at 4% or $49,830 at 6%; with 100% employer match about $56,058 at 4% or $37,372 at 6%.
Turnbull & Asser 401(K) Plan-21$832,415$94,178$4,485iApproximate average salary by contribution assumption: employee only about $112,117 at 4% or $74,744 at 6%; with 50% employer match about $74,744 at 4% or $49,830 at 6%; with 100% employer match about $56,058 at 4% or $37,372 at 6%.
2012122$705,310$210,372$9,562iApproximate average salary by contribution assumption: employee only about $239,059 at 4% or $159,373 at 6%; with 50% employer match about $159,373 at 4% or $106,248 at 6%; with 100% employer match about $119,530 at 4% or $79,686 at 6%.
Turnbull & Asser 401(K) Plan-22$705,310$210,372$9,562iApproximate average salary by contribution assumption: employee only about $239,059 at 4% or $159,373 at 6%; with 50% employer match about $159,373 at 4% or $106,248 at 6%; with 100% employer match about $119,530 at 4% or $79,686 at 6%.
2011120$826,937$58,703$2,935iApproximate average salary by contribution assumption: employee only about $73,379 at 4% or $48,919 at 6%; with 50% employer match about $48,919 at 4% or $32,613 at 6%; with 100% employer match about $36,689 at 4% or $24,460 at 6%.
Turnbull & Asser 401(K) Plan-20$826,937$58,703$2,935iApproximate average salary by contribution assumption: employee only about $73,379 at 4% or $48,919 at 6%; with 50% employer match about $48,919 at 4% or $32,613 at 6%; with 100% employer match about $36,689 at 4% or $24,460 at 6%.
2010121$855,205$59,395$2,828iApproximate average salary by contribution assumption: employee only about $70,708 at 4% or $47,139 at 6%; with 50% employer match about $47,139 at 4% or $31,426 at 6%; with 100% employer match about $35,354 at 4% or $23,569 at 6%.
Turnbull & Asser 401(K) Plan-21$855,205$59,395$2,828iApproximate average salary by contribution assumption: employee only about $70,708 at 4% or $47,139 at 6%; with 50% employer match about $47,139 at 4% or $31,426 at 6%; with 100% employer match about $35,354 at 4% or $23,569 at 6%.
2009122$724,939$75,078$3,413iApproximate average salary by contribution assumption: employee only about $85,316 at 4% or $56,877 at 6%; with 50% employer match about $56,877 at 4% or $37,918 at 6%; with 100% employer match about $42,658 at 4% or $28,439 at 6%.
Turnbull & Asser 401(K) Plan-22$724,939$75,078$3,413iApproximate average salary by contribution assumption: employee only about $85,316 at 4% or $56,877 at 6%; with 50% employer match about $56,877 at 4% or $37,918 at 6%; with 100% employer match about $42,658 at 4% or $28,439 at 6%.
2008131$569,654$114,326$3,688iApproximate average salary by contribution assumption: employee only about $92,198 at 4% or $61,466 at 6%; with 50% employer match about $61,466 at 4% or $40,977 at 6%; with 100% employer match about $46,099 at 4% or $30,733 at 6%.
Turnbull & Asser 401(K) Plan-31$569,654$114,326$3,688iApproximate average salary by contribution assumption: employee only about $92,198 at 4% or $61,466 at 6%; with 50% employer match about $61,466 at 4% or $40,977 at 6%; with 100% employer match about $46,099 at 4% or $30,733 at 6%.
2007128$653,434$104,769$3,742iApproximate average salary by contribution assumption: employee only about $93,544 at 4% or $62,363 at 6%; with 50% employer match about $62,363 at 4% or $41,575 at 6%; with 100% employer match about $46,772 at 4% or $31,181 at 6%.
Turnbull & Asser 401(K) Plan-28$653,434$104,769$3,742iApproximate average salary by contribution assumption: employee only about $93,544 at 4% or $62,363 at 6%; with 50% employer match about $62,363 at 4% or $41,575 at 6%; with 100% employer match about $46,772 at 4% or $31,181 at 6%.
2006119$496,003$79,924$4,207iApproximate average salary by contribution assumption: employee only about $105,163 at 4% or $70,109 at 6%; with 50% employer match about $70,109 at 4% or $46,739 at 6%; with 100% employer match about $52,582 at 4% or $35,054 at 6%.
Turnbull & Asser 401(K) Plan-19$496,003$79,924$4,207iApproximate average salary by contribution assumption: employee only about $105,163 at 4% or $70,109 at 6%; with 50% employer match about $70,109 at 4% or $46,739 at 6%; with 100% employer match about $52,582 at 4% or $35,054 at 6%.
2005121$388,320$110,506$5,262iApproximate average salary by contribution assumption: employee only about $131,555 at 4% or $87,703 at 6%; with 50% employer match about $87,703 at 4% or $58,469 at 6%; with 100% employer match about $65,777 at 4% or $43,852 at 6%.
Turnbull & Asser 401(K) Plan-21$388,320$110,506$5,262iApproximate average salary by contribution assumption: employee only about $131,555 at 4% or $87,703 at 6%; with 50% employer match about $87,703 at 4% or $58,469 at 6%; with 100% employer match about $65,777 at 4% or $43,852 at 6%.
2004122$296,584$82,598$3,754iApproximate average salary by contribution assumption: employee only about $93,861 at 4% or $62,574 at 6%; with 50% employer match about $62,574 at 4% or $41,716 at 6%; with 100% employer match about $46,931 at 4% or $31,287 at 6%.
Turnbull & Asser 401(K) Plan-22$296,584$82,598$3,754iApproximate average salary by contribution assumption: employee only about $93,861 at 4% or $62,574 at 6%; with 50% employer match about $62,574 at 4% or $41,716 at 6%; with 100% employer match about $46,931 at 4% or $31,287 at 6%.
2003120$200,085$74,741$3,737iApproximate average salary by contribution assumption: employee only about $93,426 at 4% or $62,284 at 6%; with 50% employer match about $62,284 at 4% or $41,523 at 6%; with 100% employer match about $46,713 at 4% or $31,142 at 6%.
Turnbull & Asser 401(K) Plan-20$200,085$74,741$3,737iApproximate average salary by contribution assumption: employee only about $93,426 at 4% or $62,284 at 6%; with 50% employer match about $62,284 at 4% or $41,523 at 6%; with 100% employer match about $46,713 at 4% or $31,142 at 6%.
2002119$168,670$81,406$4,285iApproximate average salary by contribution assumption: employee only about $107,113 at 4% or $71,409 at 6%; with 50% employer match about $71,409 at 4% or $47,606 at 6%; with 100% employer match about $53,557 at 4% or $35,704 at 6%.
Turnbull & Asser 401(K) Plan-19$168,670$81,406$4,285iApproximate average salary by contribution assumption: employee only about $107,113 at 4% or $71,409 at 6%; with 50% employer match about $71,409 at 4% or $47,606 at 6%; with 100% employer match about $53,557 at 4% or $35,704 at 6%.
2001124$0$0-
Turnbull & Asser 401(K) Plan-24---
2000127$83,430$85,160$3,154iApproximate average salary by contribution assumption: employee only about $78,852 at 4% or $52,568 at 6%; with 50% employer match about $52,568 at 4% or $35,045 at 6%; with 100% employer match about $39,426 at 4% or $26,284 at 6%.
Turnbull & Asser 401(K) Plan-27$83,430$85,160$3,154iApproximate average salary by contribution assumption: employee only about $78,852 at 4% or $52,568 at 6%; with 50% employer match about $52,568 at 4% or $35,045 at 6%; with 100% employer match about $39,426 at 4% or $26,284 at 6%.