Civic Intelligence

Thomas James Patnode Wealth Management

Plan context: Thomas James Patnode Wealth Management Retirement Plan

EIN 20-0532314 • Mendota Heights, MN • 11 filings • 1 plans

1191 Northland Drive, Suite 150Mendota Heights, MN 55120
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,569,188

2024 Contributions

$233,063

Historical Graphs

Total Assets Over Time

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

$1,569,188$784,594$0201420192024YearValue
$1,569,188Latest year 2024

Participants Over Time

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

740201420192024YearValue
7Latest 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
202417$1,569,188$233,063$33,295iApproximate average salary by contribution assumption: employee only about $832,368 at 4% or $554,912 at 6%; with 50% employer match about $554,912 at 4% or $369,941 at 6%; with 100% employer match about $416,184 at 4% or $277,456 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-7$1,569,188$233,063$33,295iApproximate average salary by contribution assumption: employee only about $832,368 at 4% or $554,912 at 6%; with 50% employer match about $554,912 at 4% or $369,941 at 6%; with 100% employer match about $416,184 at 4% or $277,456 at 6%.
202317$1,181,126$109,973$15,710iApproximate average salary by contribution assumption: employee only about $392,761 at 4% or $261,840 at 6%; with 50% employer match about $261,840 at 4% or $174,560 at 6%; with 100% employer match about $196,380 at 4% or $130,920 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-7$1,181,126$109,973$15,710iApproximate average salary by contribution assumption: employee only about $392,761 at 4% or $261,840 at 6%; with 50% employer match about $261,840 at 4% or $174,560 at 6%; with 100% employer match about $196,380 at 4% or $130,920 at 6%.
202216$835,552$77,031$12,839iApproximate average salary by contribution assumption: employee only about $320,963 at 4% or $213,975 at 6%; with 50% employer match about $213,975 at 4% or $142,650 at 6%; with 100% employer match about $160,481 at 4% or $106,988 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-6$835,552$77,031$12,839iApproximate average salary by contribution assumption: employee only about $320,963 at 4% or $213,975 at 6%; with 50% employer match about $213,975 at 4% or $142,650 at 6%; with 100% employer match about $160,481 at 4% or $106,988 at 6%.
202115$906,701$67,838$13,568iApproximate average salary by contribution assumption: employee only about $339,190 at 4% or $226,127 at 6%; with 50% employer match about $226,127 at 4% or $150,751 at 6%; with 100% employer match about $169,595 at 4% or $113,063 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-5$906,701$67,838$13,568iApproximate average salary by contribution assumption: employee only about $339,190 at 4% or $226,127 at 6%; with 50% employer match about $226,127 at 4% or $150,751 at 6%; with 100% employer match about $169,595 at 4% or $113,063 at 6%.
202014$676,312$51,756$12,939iApproximate average salary by contribution assumption: employee only about $323,475 at 4% or $215,650 at 6%; with 50% employer match about $215,650 at 4% or $143,767 at 6%; with 100% employer match about $161,738 at 4% or $107,825 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-4$676,312$51,756$12,939iApproximate average salary by contribution assumption: employee only about $323,475 at 4% or $215,650 at 6%; with 50% employer match about $215,650 at 4% or $143,767 at 6%; with 100% employer match about $161,738 at 4% or $107,825 at 6%.
201914$566,596$31,182$7,796iApproximate average salary by contribution assumption: employee only about $194,888 at 4% or $129,925 at 6%; with 50% employer match about $129,925 at 4% or $86,617 at 6%; with 100% employer match about $97,444 at 4% or $64,963 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-4$566,596$31,182$7,796iApproximate average salary by contribution assumption: employee only about $194,888 at 4% or $129,925 at 6%; with 50% employer match about $129,925 at 4% or $86,617 at 6%; with 100% employer match about $97,444 at 4% or $64,963 at 6%.
201814$373,958$32,695$8,174iApproximate average salary by contribution assumption: employee only about $204,344 at 4% or $136,229 at 6%; with 50% employer match about $136,229 at 4% or $90,819 at 6%; with 100% employer match about $102,172 at 4% or $68,115 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-4$373,958$32,695$8,174iApproximate average salary by contribution assumption: employee only about $204,344 at 4% or $136,229 at 6%; with 50% employer match about $136,229 at 4% or $90,819 at 6%; with 100% employer match about $102,172 at 4% or $68,115 at 6%.
201715$365,245$36,133$7,227iApproximate average salary by contribution assumption: employee only about $180,665 at 4% or $120,443 at 6%; with 50% employer match about $120,443 at 4% or $80,296 at 6%; with 100% employer match about $90,333 at 4% or $60,222 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-5$365,245$36,133$7,227iApproximate average salary by contribution assumption: employee only about $180,665 at 4% or $120,443 at 6%; with 50% employer match about $120,443 at 4% or $80,296 at 6%; with 100% employer match about $90,333 at 4% or $60,222 at 6%.
201614$273,129$38,594$9,649iApproximate average salary by contribution assumption: employee only about $241,213 at 4% or $160,808 at 6%; with 50% employer match about $160,808 at 4% or $107,206 at 6%; with 100% employer match about $120,606 at 4% or $80,404 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-4$273,129$38,594$9,649iApproximate average salary by contribution assumption: employee only about $241,213 at 4% or $160,808 at 6%; with 50% employer match about $160,808 at 4% or $107,206 at 6%; with 100% employer match about $120,606 at 4% or $80,404 at 6%.
201513$225,092$45,318$15,106iApproximate average salary by contribution assumption: employee only about $377,650 at 4% or $251,767 at 6%; with 50% employer match about $251,767 at 4% or $167,844 at 6%; with 100% employer match about $188,825 at 4% or $125,883 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-3$225,092$45,318$15,106iApproximate average salary by contribution assumption: employee only about $377,650 at 4% or $251,767 at 6%; with 50% employer match about $251,767 at 4% or $167,844 at 6%; with 100% employer match about $188,825 at 4% or $125,883 at 6%.
201413$188,562$22,512$7,504iApproximate average salary by contribution assumption: employee only about $187,600 at 4% or $125,067 at 6%; with 50% employer match about $125,067 at 4% or $83,378 at 6%; with 100% employer match about $93,800 at 4% or $62,533 at 6%.
Thomas James Patnode Wealth Management Retirement Plan-3$188,562$22,512$7,504iApproximate average salary by contribution assumption: employee only about $187,600 at 4% or $125,067 at 6%; with 50% employer match about $125,067 at 4% or $83,378 at 6%; with 100% employer match about $93,800 at 4% or $62,533 at 6%.