Civic Intelligence

Tandemgrowth Financial Advisors LLC

Plan context: Tandemgrowth Financial Advisors LLC

EIN 16-1651577 • Alpharetta, GA • 20 filings • 4 plans

3820 Mansell Road, Suite T30Alpharetta, GA 30022
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,188,230

2024 Contributions

$173,225

Historical Graphs

Total Assets Over Time

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

$2,188,230$1,094,115$0200520152024YearValue
$2,188,230Latest year 2024

Participants Over Time

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

530200520152024YearValue
4Latest 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
202414$2,188,230$173,225$43,306iApproximate average salary by contribution assumption: employee only about $1,082,656 at 4% or $721,771 at 6%; with 50% employer match about $721,771 at 4% or $481,181 at 6%; with 100% employer match about $541,328 at 4% or $360,885 at 6%.
Tandemgrowth Financial Advisors LLC-4$2,188,230$173,225$43,306iApproximate average salary by contribution assumption: employee only about $1,082,656 at 4% or $721,771 at 6%; with 50% employer match about $721,771 at 4% or $481,181 at 6%; with 100% employer match about $541,328 at 4% or $360,885 at 6%.
202314$1,766,427$129,196$32,299iApproximate average salary by contribution assumption: employee only about $807,475 at 4% or $538,317 at 6%; with 50% employer match about $538,317 at 4% or $358,878 at 6%; with 100% employer match about $403,738 at 4% or $269,158 at 6%.
Tandemgrowth Financial Advisors LLC-4$1,766,427$129,196$32,299iApproximate average salary by contribution assumption: employee only about $807,475 at 4% or $538,317 at 6%; with 50% employer match about $538,317 at 4% or $358,878 at 6%; with 100% employer match about $403,738 at 4% or $269,158 at 6%.
202214$1,365,293$106,398$26,600iApproximate average salary by contribution assumption: employee only about $664,988 at 4% or $443,325 at 6%; with 50% employer match about $443,325 at 4% or $295,550 at 6%; with 100% employer match about $332,494 at 4% or $221,663 at 6%.
Tandemgrowth Financial Advisors LLC-4$1,365,293$106,398$26,600iApproximate average salary by contribution assumption: employee only about $664,988 at 4% or $443,325 at 6%; with 50% employer match about $443,325 at 4% or $295,550 at 6%; with 100% employer match about $332,494 at 4% or $221,663 at 6%.
202115$1,487,462$87,708$17,542iApproximate average salary by contribution assumption: employee only about $438,540 at 4% or $292,360 at 6%; with 50% employer match about $292,360 at 4% or $194,907 at 6%; with 100% employer match about $219,270 at 4% or $146,180 at 6%.
Tandemgrowth Financial Advisors LLC-5$1,487,462$87,708$17,542iApproximate average salary by contribution assumption: employee only about $438,540 at 4% or $292,360 at 6%; with 50% employer match about $292,360 at 4% or $194,907 at 6%; with 100% employer match about $219,270 at 4% or $146,180 at 6%.
202015$1,191,077$92,245$18,449iApproximate average salary by contribution assumption: employee only about $461,225 at 4% or $307,483 at 6%; with 50% employer match about $307,483 at 4% or $204,989 at 6%; with 100% employer match about $230,613 at 4% or $153,742 at 6%.
Tandemgrowth Financial Advisors LLC-5$1,191,077$92,245$18,449iApproximate average salary by contribution assumption: employee only about $461,225 at 4% or $307,483 at 6%; with 50% employer match about $307,483 at 4% or $204,989 at 6%; with 100% employer match about $230,613 at 4% or $153,742 at 6%.
201914$952,998$81,670$20,418iApproximate average salary by contribution assumption: employee only about $510,438 at 4% or $340,292 at 6%; with 50% employer match about $340,292 at 4% or $226,861 at 6%; with 100% employer match about $255,219 at 4% or $170,146 at 6%.
Tandemgrowth Financial Advisors LLC-4$952,998$81,670$20,418iApproximate average salary by contribution assumption: employee only about $510,438 at 4% or $340,292 at 6%; with 50% employer match about $340,292 at 4% or $226,861 at 6%; with 100% employer match about $255,219 at 4% or $170,146 at 6%.
201815$723,376$58,752$11,750iApproximate average salary by contribution assumption: employee only about $293,760 at 4% or $195,840 at 6%; with 50% employer match about $195,840 at 4% or $130,560 at 6%; with 100% employer match about $146,880 at 4% or $97,920 at 6%.
Tandemgrowth Financial Advisors LLC-5$723,376$58,752$11,750iApproximate average salary by contribution assumption: employee only about $293,760 at 4% or $195,840 at 6%; with 50% employer match about $195,840 at 4% or $130,560 at 6%; with 100% employer match about $146,880 at 4% or $97,920 at 6%.
201714$688,764$53,173$13,293iApproximate average salary by contribution assumption: employee only about $332,331 at 4% or $221,554 at 6%; with 50% employer match about $221,554 at 4% or $147,703 at 6%; with 100% employer match about $166,166 at 4% or $110,777 at 6%.
Tandemgrowth Financial Advisors LLC-4$688,764$53,173$13,293iApproximate average salary by contribution assumption: employee only about $332,331 at 4% or $221,554 at 6%; with 50% employer match about $221,554 at 4% or $147,703 at 6%; with 100% employer match about $166,166 at 4% or $110,777 at 6%.
201613$530,634$47,183$15,728iApproximate average salary by contribution assumption: employee only about $393,192 at 4% or $262,128 at 6%; with 50% employer match about $262,128 at 4% or $174,752 at 6%; with 100% employer match about $196,596 at 4% or $131,064 at 6%.
Tandemgrowth Financial Advisors LLC-3$530,634$47,183$15,728iApproximate average salary by contribution assumption: employee only about $393,192 at 4% or $262,128 at 6%; with 50% employer match about $262,128 at 4% or $174,752 at 6%; with 100% employer match about $196,596 at 4% or $131,064 at 6%.
201513$433,372$48,481$16,160iApproximate average salary by contribution assumption: employee only about $404,008 at 4% or $269,339 at 6%; with 50% employer match about $269,339 at 4% or $179,559 at 6%; with 100% employer match about $202,004 at 4% or $134,669 at 6%.
Tandemgrowth Financial Advisors LLC-3$433,372$48,481$16,160iApproximate average salary by contribution assumption: employee only about $404,008 at 4% or $269,339 at 6%; with 50% employer match about $269,339 at 4% or $179,559 at 6%; with 100% employer match about $202,004 at 4% or $134,669 at 6%.
201413$454,150$42,420$14,140iApproximate average salary by contribution assumption: employee only about $353,500 at 4% or $235,667 at 6%; with 50% employer match about $235,667 at 4% or $157,111 at 6%; with 100% employer match about $176,750 at 4% or $117,833 at 6%.
Tandemgrowth Financial Advisors LLC-3$454,150$42,420$14,140iApproximate average salary by contribution assumption: employee only about $353,500 at 4% or $235,667 at 6%; with 50% employer match about $235,667 at 4% or $157,111 at 6%; with 100% employer match about $176,750 at 4% or $117,833 at 6%.
201313$388,190$27,154$9,051iApproximate average salary by contribution assumption: employee only about $226,283 at 4% or $150,856 at 6%; with 50% employer match about $150,856 at 4% or $100,570 at 6%; with 100% employer match about $113,142 at 4% or $75,428 at 6%.
Tandemgrowth Financial Advisors LLC-3$388,190$27,154$9,051iApproximate average salary by contribution assumption: employee only about $226,283 at 4% or $150,856 at 6%; with 50% employer match about $150,856 at 4% or $100,570 at 6%; with 100% employer match about $113,142 at 4% or $75,428 at 6%.
201213$287,797$37,125$12,375iApproximate average salary by contribution assumption: employee only about $309,375 at 4% or $206,250 at 6%; with 50% employer match about $206,250 at 4% or $137,500 at 6%; with 100% employer match about $154,688 at 4% or $103,125 at 6%.
Tandemgrowth Financial Advisors LLC-3$287,797$37,125$12,375iApproximate average salary by contribution assumption: employee only about $309,375 at 4% or $206,250 at 6%; with 50% employer match about $206,250 at 4% or $137,500 at 6%; with 100% employer match about $154,688 at 4% or $103,125 at 6%.
201113$212,766$28,663$9,554iApproximate average salary by contribution assumption: employee only about $238,858 at 4% or $159,239 at 6%; with 50% employer match about $159,239 at 4% or $106,159 at 6%; with 100% employer match about $119,429 at 4% or $79,619 at 6%.
Tandemgrowth Financial Advisors LLC-3$212,766$28,663$9,554iApproximate average salary by contribution assumption: employee only about $238,858 at 4% or $159,239 at 6%; with 50% employer match about $159,239 at 4% or $106,159 at 6%; with 100% employer match about $119,429 at 4% or $79,619 at 6%.
201013$194,132$32,400$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
Tandemgrowth Financial Advisors LLC-3$194,132$32,400$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
200913$141,172$25,014$8,338iApproximate average salary by contribution assumption: employee only about $208,450 at 4% or $138,967 at 6%; with 50% employer match about $138,967 at 4% or $92,644 at 6%; with 100% employer match about $104,225 at 4% or $69,483 at 6%.
Tandemgrowth Financial Advisors LLC-3$141,172$25,014$8,338iApproximate average salary by contribution assumption: employee only about $208,450 at 4% or $138,967 at 6%; with 50% employer match about $138,967 at 4% or $92,644 at 6%; with 100% employer match about $104,225 at 4% or $69,483 at 6%.
200813$83,083$39,378$13,126iApproximate average salary by contribution assumption: employee only about $328,150 at 4% or $218,767 at 6%; with 50% employer match about $218,767 at 4% or $145,844 at 6%; with 100% employer match about $164,075 at 4% or $109,383 at 6%.
Tandemgrowth Financial Advisors LLC-3$83,083$39,378$13,126iApproximate average salary by contribution assumption: employee only about $328,150 at 4% or $218,767 at 6%; with 50% employer match about $218,767 at 4% or $145,844 at 6%; with 100% employer match about $164,075 at 4% or $109,383 at 6%.
200713$0$0-
Tandemgrowth Financial Advisors LLC-3---
200613$46,160$15,815$5,272iApproximate average salary by contribution assumption: employee only about $131,792 at 4% or $87,861 at 6%; with 50% employer match about $87,861 at 4% or $58,574 at 6%; with 100% employer match about $65,896 at 4% or $43,931 at 6%.
Tandemgrowth Financial Advisors LLC-3$46,160$15,815$5,272iApproximate average salary by contribution assumption: employee only about $131,792 at 4% or $87,861 at 6%; with 50% employer match about $87,861 at 4% or $58,574 at 6%; with 100% employer match about $65,896 at 4% or $43,931 at 6%.
200513$25,242$22,977$7,659iApproximate average salary by contribution assumption: employee only about $191,475 at 4% or $127,650 at 6%; with 50% employer match about $127,650 at 4% or $85,100 at 6%; with 100% employer match about $95,738 at 4% or $63,825 at 6%.
Tandemgrowth Financial Advisors LLC-3$25,242$22,977$7,659iApproximate average salary by contribution assumption: employee only about $191,475 at 4% or $127,650 at 6%; with 50% employer match about $127,650 at 4% or $85,100 at 6%; with 100% employer match about $95,738 at 4% or $63,825 at 6%.