Civic Intelligence

Touchstone Investments LLC

Plan context: Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust

EIN 20-4919418 • Mesa, AZ • 13 filings • 6 plans

2845 N OmahaMesa, AZ 85215-1166
Current Snapshot

Latest Year

2018

2018 Participants

21

2018 Assets

$775,052

2018 Contributions

$39,069

Historical Graphs

Total Assets Over Time

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

$878,657$439,329$0200620122017YearValue
$775,052Latest year 2017

Participants Over Time

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

57290200620122017YearValue
21Latest year 2017

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
201810$0$39,069-
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-0$0$39,069-
2017121$775,052$61,407$2,924iApproximate average salary by contribution assumption: employee only about $73,104 at 4% or $48,736 at 6%; with 50% employer match about $48,736 at 4% or $32,490 at 6%; with 100% employer match about $36,552 at 4% or $24,368 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-21$775,052$61,407$2,924iApproximate average salary by contribution assumption: employee only about $73,104 at 4% or $48,736 at 6%; with 50% employer match about $48,736 at 4% or $32,490 at 6%; with 100% employer match about $36,552 at 4% or $24,368 at 6%.
2016157$878,657$109,172$1,915iApproximate average salary by contribution assumption: employee only about $47,882 at 4% or $31,922 at 6%; with 50% employer match about $31,922 at 4% or $21,281 at 6%; with 100% employer match about $23,941 at 4% or $15,961 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-57$878,657$109,172$1,915iApproximate average salary by contribution assumption: employee only about $47,882 at 4% or $31,922 at 6%; with 50% employer match about $31,922 at 4% or $21,281 at 6%; with 100% employer match about $23,941 at 4% or $15,961 at 6%.
2015155$746,465$84,441$1,535iApproximate average salary by contribution assumption: employee only about $38,382 at 4% or $25,588 at 6%; with 50% employer match about $25,588 at 4% or $17,059 at 6%; with 100% employer match about $19,191 at 4% or $12,794 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-55$746,465$84,441$1,535iApproximate average salary by contribution assumption: employee only about $38,382 at 4% or $25,588 at 6%; with 50% employer match about $25,588 at 4% or $17,059 at 6%; with 100% employer match about $19,191 at 4% or $12,794 at 6%.
2014147$699,912$83,427$1,775iApproximate average salary by contribution assumption: employee only about $44,376 at 4% or $29,584 at 6%; with 50% employer match about $29,584 at 4% or $19,723 at 6%; with 100% employer match about $22,188 at 4% or $14,792 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-47$699,912$83,427$1,775iApproximate average salary by contribution assumption: employee only about $44,376 at 4% or $29,584 at 6%; with 50% employer match about $29,584 at 4% or $19,723 at 6%; with 100% employer match about $22,188 at 4% or $14,792 at 6%.
2013119$575,517$77,107$4,058iApproximate average salary by contribution assumption: employee only about $101,457 at 4% or $67,638 at 6%; with 50% employer match about $67,638 at 4% or $45,092 at 6%; with 100% employer match about $50,728 at 4% or $33,819 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-19$575,517$77,107$4,058iApproximate average salary by contribution assumption: employee only about $101,457 at 4% or $67,638 at 6%; with 50% employer match about $67,638 at 4% or $45,092 at 6%; with 100% employer match about $50,728 at 4% or $33,819 at 6%.
2012115$457,646$25,555$1,704iApproximate average salary by contribution assumption: employee only about $42,592 at 4% or $28,394 at 6%; with 50% employer match about $28,394 at 4% or $18,930 at 6%; with 100% employer match about $21,296 at 4% or $14,197 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-15$457,646$25,555$1,704iApproximate average salary by contribution assumption: employee only about $42,592 at 4% or $28,394 at 6%; with 50% employer match about $28,394 at 4% or $18,930 at 6%; with 100% employer match about $21,296 at 4% or $14,197 at 6%.
2011115$400,145$48,304$3,220iApproximate average salary by contribution assumption: employee only about $80,507 at 4% or $53,671 at 6%; with 50% employer match about $53,671 at 4% or $35,781 at 6%; with 100% employer match about $40,253 at 4% or $26,836 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-15$400,145$48,304$3,220iApproximate average salary by contribution assumption: employee only about $80,507 at 4% or $53,671 at 6%; with 50% employer match about $53,671 at 4% or $35,781 at 6%; with 100% employer match about $40,253 at 4% or $26,836 at 6%.
2010116$380,553$31,337$1,959iApproximate average salary by contribution assumption: employee only about $48,964 at 4% or $32,643 at 6%; with 50% employer match about $32,643 at 4% or $21,762 at 6%; with 100% employer match about $24,482 at 4% or $16,321 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-16$380,553$31,337$1,959iApproximate average salary by contribution assumption: employee only about $48,964 at 4% or $32,643 at 6%; with 50% employer match about $32,643 at 4% or $21,762 at 6%; with 100% employer match about $24,482 at 4% or $16,321 at 6%.
2009116$307,930$35,247$2,203iApproximate average salary by contribution assumption: employee only about $55,073 at 4% or $36,716 at 6%; with 50% employer match about $36,716 at 4% or $24,477 at 6%; with 100% employer match about $27,537 at 4% or $18,358 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-16$307,930$35,247$2,203iApproximate average salary by contribution assumption: employee only about $55,073 at 4% or $36,716 at 6%; with 50% employer match about $36,716 at 4% or $24,477 at 6%; with 100% employer match about $27,537 at 4% or $18,358 at 6%.
2008114$252,688$47,150$3,368iApproximate average salary by contribution assumption: employee only about $84,196 at 4% or $56,131 at 6%; with 50% employer match about $56,131 at 4% or $37,421 at 6%; with 100% employer match about $42,098 at 4% or $28,065 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-14$252,688$47,150$3,368iApproximate average salary by contribution assumption: employee only about $84,196 at 4% or $56,131 at 6%; with 50% employer match about $56,131 at 4% or $37,421 at 6%; with 100% employer match about $42,098 at 4% or $28,065 at 6%.
200718$0$0-
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-8---
200618$219,783$217,374$27,172iApproximate average salary by contribution assumption: employee only about $679,294 at 4% or $452,863 at 6%; with 50% employer match about $452,863 at 4% or $301,908 at 6%; with 100% employer match about $339,647 at 4% or $226,431 at 6%.
Touchstone Investments LLC 401(K) Profit Sharing Plan & Trust-8$219,783$217,374$27,172iApproximate average salary by contribution assumption: employee only about $679,294 at 4% or $452,863 at 6%; with 50% employer match about $452,863 at 4% or $301,908 at 6%; with 100% employer match about $339,647 at 4% or $226,431 at 6%.