Civic Intelligence

Peter Tasi

Plan context: Peter Tasi 401(K) Profit Sharing Plan & Trust

EIN 06-1554165 • Derby, CT • 12 filings • 3 plans

10 Francis StDerby, CT 06418-1506
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$303,677

2024 Contributions

$41,384

Historical Graphs

Total Assets Over Time

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

$303,677$151,839$0201320192024YearValue
$303,677Latest year 2024

Participants Over Time

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

530201320192024YearValue
5Latest 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
202415$303,677$41,384$8,277iApproximate average salary by contribution assumption: employee only about $206,920 at 4% or $137,947 at 6%; with 50% employer match about $137,947 at 4% or $91,964 at 6%; with 100% employer match about $103,460 at 4% or $68,973 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-5$303,677$41,384$8,277iApproximate average salary by contribution assumption: employee only about $206,920 at 4% or $137,947 at 6%; with 50% employer match about $137,947 at 4% or $91,964 at 6%; with 100% employer match about $103,460 at 4% or $68,973 at 6%.
202315$237,536$29,257$5,851iApproximate average salary by contribution assumption: employee only about $146,285 at 4% or $97,523 at 6%; with 50% employer match about $97,523 at 4% or $65,016 at 6%; with 100% employer match about $73,143 at 4% or $48,762 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-5$237,536$29,257$5,851iApproximate average salary by contribution assumption: employee only about $146,285 at 4% or $97,523 at 6%; with 50% employer match about $97,523 at 4% or $65,016 at 6%; with 100% employer match about $73,143 at 4% or $48,762 at 6%.
202215$179,076$26,591$5,318iApproximate average salary by contribution assumption: employee only about $132,955 at 4% or $88,637 at 6%; with 50% employer match about $88,637 at 4% or $59,091 at 6%; with 100% employer match about $66,478 at 4% or $44,318 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-5$179,076$26,591$5,318iApproximate average salary by contribution assumption: employee only about $132,955 at 4% or $88,637 at 6%; with 50% employer match about $88,637 at 4% or $59,091 at 6%; with 100% employer match about $66,478 at 4% or $44,318 at 6%.
202115$187,026$19,266$3,853iApproximate average salary by contribution assumption: employee only about $96,330 at 4% or $64,220 at 6%; with 50% employer match about $64,220 at 4% or $42,813 at 6%; with 100% employer match about $48,165 at 4% or $32,110 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-5$187,026$19,266$3,853iApproximate average salary by contribution assumption: employee only about $96,330 at 4% or $64,220 at 6%; with 50% employer match about $64,220 at 4% or $42,813 at 6%; with 100% employer match about $48,165 at 4% or $32,110 at 6%.
202014$149,723$18,517$4,629iApproximate average salary by contribution assumption: employee only about $115,731 at 4% or $77,154 at 6%; with 50% employer match about $77,154 at 4% or $51,436 at 6%; with 100% employer match about $57,866 at 4% or $38,577 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-4$149,723$18,517$4,629iApproximate average salary by contribution assumption: employee only about $115,731 at 4% or $77,154 at 6%; with 50% employer match about $77,154 at 4% or $51,436 at 6%; with 100% employer match about $57,866 at 4% or $38,577 at 6%.
201914$111,450$17,462$4,366iApproximate average salary by contribution assumption: employee only about $109,138 at 4% or $72,758 at 6%; with 50% employer match about $72,758 at 4% or $48,506 at 6%; with 100% employer match about $54,569 at 4% or $36,379 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-4$111,450$17,462$4,366iApproximate average salary by contribution assumption: employee only about $109,138 at 4% or $72,758 at 6%; with 50% employer match about $72,758 at 4% or $48,506 at 6%; with 100% employer match about $54,569 at 4% or $36,379 at 6%.
201814$74,955$18,039$4,510iApproximate average salary by contribution assumption: employee only about $112,744 at 4% or $75,163 at 6%; with 50% employer match about $75,163 at 4% or $50,108 at 6%; with 100% employer match about $56,372 at 4% or $37,581 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-4$74,955$18,039$4,510iApproximate average salary by contribution assumption: employee only about $112,744 at 4% or $75,163 at 6%; with 50% employer match about $75,163 at 4% or $50,108 at 6%; with 100% employer match about $56,372 at 4% or $37,581 at 6%.
201714$62,482$14,698$3,675iApproximate average salary by contribution assumption: employee only about $91,863 at 4% or $61,242 at 6%; with 50% employer match about $61,242 at 4% or $40,828 at 6%; with 100% employer match about $45,931 at 4% or $30,621 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-4$62,482$14,698$3,675iApproximate average salary by contribution assumption: employee only about $91,863 at 4% or $61,242 at 6%; with 50% employer match about $61,242 at 4% or $40,828 at 6%; with 100% employer match about $45,931 at 4% or $30,621 at 6%.
201614$39,480$12,486$3,122iApproximate average salary by contribution assumption: employee only about $78,038 at 4% or $52,025 at 6%; with 50% employer match about $52,025 at 4% or $34,683 at 6%; with 100% employer match about $39,019 at 4% or $26,013 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-4$39,480$12,486$3,122iApproximate average salary by contribution assumption: employee only about $78,038 at 4% or $52,025 at 6%; with 50% employer match about $52,025 at 4% or $34,683 at 6%; with 100% employer match about $39,019 at 4% or $26,013 at 6%.
201514$25,670$12,490$3,123iApproximate average salary by contribution assumption: employee only about $78,063 at 4% or $52,042 at 6%; with 50% employer match about $52,042 at 4% or $34,694 at 6%; with 100% employer match about $39,031 at 4% or $26,021 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-4$25,670$12,490$3,123iApproximate average salary by contribution assumption: employee only about $78,063 at 4% or $52,042 at 6%; with 50% employer match about $52,042 at 4% or $34,694 at 6%; with 100% employer match about $39,031 at 4% or $26,021 at 6%.
201414$13,613$10,856$2,714iApproximate average salary by contribution assumption: employee only about $67,850 at 4% or $45,233 at 6%; with 50% employer match about $45,233 at 4% or $30,156 at 6%; with 100% employer match about $33,925 at 4% or $22,617 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-4$13,613$10,856$2,714iApproximate average salary by contribution assumption: employee only about $67,850 at 4% or $45,233 at 6%; with 50% employer match about $45,233 at 4% or $30,156 at 6%; with 100% employer match about $33,925 at 4% or $22,617 at 6%.
201313$2,401$2,336$779iApproximate average salary by contribution assumption: employee only about $19,467 at 4% or $12,978 at 6%; with 50% employer match about $12,978 at 4% or $8,652 at 6%; with 100% employer match about $9,733 at 4% or $6,489 at 6%.
Peter Tasi 401(K) Profit Sharing Plan & Trust-3$2,401$2,336$779iApproximate average salary by contribution assumption: employee only about $19,467 at 4% or $12,978 at 6%; with 50% employer match about $12,978 at 4% or $8,652 at 6%; with 100% employer match about $9,733 at 4% or $6,489 at 6%.