Civic Intelligence

Tocco Financial Services Inc.

Plan context: Tocco Financial Services 401(K) Plan

EIN 20-4116292 • Tucson, AZ • 23 filings • 3 plans

1647 N Swan RoadTucson, AZ 85712
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,601,372

2024 Contributions

$170,174

Historical Graphs

Total Assets Over Time

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

$5,437,472$2,718,736$0201220182024YearValue
$3,601,372Latest year 2024

Participants Over Time

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

1260201220182024YearValue
12Latest 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
2024112$3,601,372$170,174$14,181iApproximate average salary by contribution assumption: employee only about $354,529 at 4% or $236,353 at 6%; with 50% employer match about $236,353 at 4% or $157,569 at 6%; with 100% employer match about $177,265 at 4% or $118,176 at 6%.
Tocco Financial Services 401(K) Plan-12$3,601,372$170,174$14,181iApproximate average salary by contribution assumption: employee only about $354,529 at 4% or $236,353 at 6%; with 50% employer match about $236,353 at 4% or $157,569 at 6%; with 100% employer match about $177,265 at 4% or $118,176 at 6%.
202328$2,862,516$317,357$39,670iApproximate average salary by contribution assumption: employee only about $991,741 at 4% or $661,160 at 6%; with 50% employer match about $661,160 at 4% or $440,774 at 6%; with 100% employer match about $495,870 at 4% or $330,580 at 6%.
Tocco Financial Services 401(K) Plan-8$2,862,516$317,357$39,670iApproximate average salary by contribution assumption: employee only about $991,741 at 4% or $661,160 at 6%; with 50% employer match about $661,160 at 4% or $440,774 at 6%; with 100% employer match about $495,870 at 4% or $330,580 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-0$0$0-
2022210$4,423,597$163,083$16,308iApproximate average salary by contribution assumption: employee only about $407,708 at 4% or $271,805 at 6%; with 50% employer match about $271,805 at 4% or $181,203 at 6%; with 100% employer match about $203,854 at 4% or $135,903 at 6%.
Tocco Financial Services 401(K) Plan-10$2,482,183$163,083$16,308iApproximate average salary by contribution assumption: employee only about $407,708 at 4% or $271,805 at 6%; with 50% employer match about $271,805 at 4% or $181,203 at 6%; with 100% employer match about $203,854 at 4% or $135,903 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-3$1,941,414$0-
202128$5,437,472$405,407$50,676iApproximate average salary by contribution assumption: employee only about $1,266,897 at 4% or $844,598 at 6%; with 50% employer match about $844,598 at 4% or $563,065 at 6%; with 100% employer match about $633,448 at 4% or $422,299 at 6%.
Tocco Financial Services 401(K) Plan-8$3,019,869$155,407$19,426iApproximate average salary by contribution assumption: employee only about $485,647 at 4% or $323,765 at 6%; with 50% employer match about $323,765 at 4% or $215,843 at 6%; with 100% employer match about $242,823 at 4% or $161,882 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-4$2,417,603$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
202029$4,734,103$221,067$24,563iApproximate average salary by contribution assumption: employee only about $614,075 at 4% or $409,383 at 6%; with 50% employer match about $409,383 at 4% or $272,922 at 6%; with 100% employer match about $307,038 at 4% or $204,692 at 6%.
Tocco Financial Services 401(K) Plan-9$2,740,960$182,112$20,235iApproximate average salary by contribution assumption: employee only about $505,867 at 4% or $337,244 at 6%; with 50% employer match about $337,244 at 4% or $224,830 at 6%; with 100% employer match about $252,933 at 4% or $168,622 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-4$1,993,143$38,955$9,739iApproximate average salary by contribution assumption: employee only about $243,469 at 4% or $162,313 at 6%; with 50% employer match about $162,313 at 4% or $108,208 at 6%; with 100% employer match about $121,734 at 4% or $81,156 at 6%.
201928$3,744,542$393,581$49,198iApproximate average salary by contribution assumption: employee only about $1,229,941 at 4% or $819,960 at 6%; with 50% employer match about $819,960 at 4% or $546,640 at 6%; with 100% employer match about $614,970 at 4% or $409,980 at 6%.
Tocco Financial Services 401(K) Plan-8$2,094,046$162,058$20,257iApproximate average salary by contribution assumption: employee only about $506,431 at 4% or $337,621 at 6%; with 50% employer match about $337,621 at 4% or $225,081 at 6%; with 100% employer match about $253,216 at 4% or $168,810 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-3$1,650,496$231,523$77,174iApproximate average salary by contribution assumption: employee only about $1,929,358 at 4% or $1,286,239 at 6%; with 50% employer match about $1,286,239 at 4% or $857,493 at 6%; with 100% employer match about $964,679 at 4% or $643,119 at 6%.
201828$2,721,807$422,676$52,835iApproximate average salary by contribution assumption: employee only about $1,320,863 at 4% or $880,575 at 6%; with 50% employer match about $880,575 at 4% or $587,050 at 6%; with 100% employer match about $660,431 at 4% or $440,288 at 6%.
Tocco Financial Services 401(K) Plan-8$1,558,762$137,676$17,210iApproximate average salary by contribution assumption: employee only about $430,238 at 4% or $286,825 at 6%; with 50% employer match about $286,825 at 4% or $191,217 at 6%; with 100% employer match about $215,119 at 4% or $143,413 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-3$1,163,045$285,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
201727$2,532,799$352,811$50,402iApproximate average salary by contribution assumption: employee only about $1,260,039 at 4% or $840,026 at 6%; with 50% employer match about $840,026 at 4% or $560,017 at 6%; with 100% employer match about $630,020 at 4% or $420,013 at 6%.
Tocco Financial Services 401(K) Plan-7$1,565,806$175,754$25,108iApproximate average salary by contribution assumption: employee only about $627,693 at 4% or $418,462 at 6%; with 50% employer match about $418,462 at 4% or $278,975 at 6%; with 100% employer match about $313,846 at 4% or $209,231 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-3$966,993$177,057$59,019iApproximate average salary by contribution assumption: employee only about $1,475,475 at 4% or $983,650 at 6%; with 50% employer match about $983,650 at 4% or $655,767 at 6%; with 100% employer match about $737,738 at 4% or $491,825 at 6%.
201626$1,870,756$520,749$86,792iApproximate average salary by contribution assumption: employee only about $2,169,788 at 4% or $1,446,525 at 6%; with 50% employer match about $1,446,525 at 4% or $964,350 at 6%; with 100% employer match about $1,084,894 at 4% or $723,263 at 6%.
Tocco Financial Services 401(K) Plan-6$1,180,606$295,749$49,292iApproximate average salary by contribution assumption: employee only about $1,232,288 at 4% or $821,525 at 6%; with 50% employer match about $821,525 at 4% or $547,683 at 6%; with 100% employer match about $616,144 at 4% or $410,763 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-3$690,150$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201525$1,266,718$388,490$77,698iApproximate average salary by contribution assumption: employee only about $1,942,450 at 4% or $1,294,967 at 6%; with 50% employer match about $1,294,967 at 4% or $863,311 at 6%; with 100% employer match about $971,225 at 4% or $647,483 at 6%.
Tocco Financial Services 401(K) Plan-5$823,677$155,832$31,166iApproximate average salary by contribution assumption: employee only about $779,160 at 4% or $519,440 at 6%; with 50% employer match about $519,440 at 4% or $346,293 at 6%; with 100% employer match about $389,580 at 4% or $259,720 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-2$443,041$232,658$116,329iApproximate average salary by contribution assumption: employee only about $2,908,225 at 4% or $1,938,817 at 6%; with 50% employer match about $1,938,817 at 4% or $1,292,544 at 6%; with 100% employer match about $1,454,113 at 4% or $969,408 at 6%.
201427$889,933$412,323$58,903iApproximate average salary by contribution assumption: employee only about $1,472,582 at 4% or $981,721 at 6%; with 50% employer match about $981,721 at 4% or $654,481 at 6%; with 100% employer match about $736,291 at 4% or $490,861 at 6%.
Tocco Financial Services 401(K) Plan-7$670,878$193,268$27,610iApproximate average salary by contribution assumption: employee only about $690,243 at 4% or $460,162 at 6%; with 50% employer match about $460,162 at 4% or $306,775 at 6%; with 100% employer match about $345,121 at 4% or $230,081 at 6%.
TOCCO FINANCIAL SERVICES PENSION PLAN-2$219,055$219,055$109,528iApproximate average salary by contribution assumption: employee only about $2,738,188 at 4% or $1,825,458 at 6%; with 50% employer match about $1,825,458 at 4% or $1,216,972 at 6%; with 100% employer match about $1,369,094 at 4% or $912,729 at 6%.
201313$463,798$89,703$29,901iApproximate average salary by contribution assumption: employee only about $747,525 at 4% or $498,350 at 6%; with 50% employer match about $498,350 at 4% or $332,233 at 6%; with 100% employer match about $373,763 at 4% or $249,175 at 6%.
Tocco Financial Services 401(K) Plan-3$463,798$89,703$29,901iApproximate average salary by contribution assumption: employee only about $747,525 at 4% or $498,350 at 6%; with 50% employer match about $498,350 at 4% or $332,233 at 6%; with 100% employer match about $373,763 at 4% or $249,175 at 6%.
201214$370,026$348,218$87,055iApproximate average salary by contribution assumption: employee only about $2,176,363 at 4% or $1,450,908 at 6%; with 50% employer match about $1,450,908 at 4% or $967,272 at 6%; with 100% employer match about $1,088,181 at 4% or $725,454 at 6%.
Tocco Financial Services 401(K) Plan-4$370,026$348,218$87,055iApproximate average salary by contribution assumption: employee only about $2,176,363 at 4% or $1,450,908 at 6%; with 50% employer match about $1,450,908 at 4% or $967,272 at 6%; with 100% employer match about $1,088,181 at 4% or $725,454 at 6%.