Tompkins Wealth Management Inc
Plan context: Tompkins Wealth Management Inc 401K Plan
EIN 20-8145250 • Bend, OR • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$243,867
2024 Contributions
$43,997
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $243,867 | $43,997 | $21,999iApproximate average salary by contribution assumption: employee only about $549,963 at 4% or $366,642 at 6%; with 50% employer match about $366,642 at 4% or $244,428 at 6%; with 100% employer match about $274,981 at 4% or $183,321 at 6%. |
| Tompkins Wealth Management Inc 401K Plan | - | 2 | $243,867 | $43,997 | $21,999iApproximate average salary by contribution assumption: employee only about $549,963 at 4% or $366,642 at 6%; with 50% employer match about $366,642 at 4% or $244,428 at 6%; with 100% employer match about $274,981 at 4% or $183,321 at 6%. |
| 2023 | 1 | 2 | $183,868 | $65,042 | $32,521iApproximate average salary by contribution assumption: employee only about $813,025 at 4% or $542,017 at 6%; with 50% employer match about $542,017 at 4% or $361,344 at 6%; with 100% employer match about $406,513 at 4% or $271,008 at 6%. |
| Tompkins Wealth Management Inc 401K Plan | - | 2 | $183,868 | $65,042 | $32,521iApproximate average salary by contribution assumption: employee only about $813,025 at 4% or $542,017 at 6%; with 50% employer match about $542,017 at 4% or $361,344 at 6%; with 100% employer match about $406,513 at 4% or $271,008 at 6%. |
| 2022 | 1 | 2 | $107,129 | $41,962 | $20,981iApproximate average salary by contribution assumption: employee only about $524,525 at 4% or $349,683 at 6%; with 50% employer match about $349,683 at 4% or $233,122 at 6%; with 100% employer match about $262,263 at 4% or $174,842 at 6%. |
| Tompkins Wealth Management Inc 401K Plan | - | 2 | $107,129 | $41,962 | $20,981iApproximate average salary by contribution assumption: employee only about $524,525 at 4% or $349,683 at 6%; with 50% employer match about $349,683 at 4% or $233,122 at 6%; with 100% employer match about $262,263 at 4% or $174,842 at 6%. |
| 2021 | 1 | 2 | $72,853 | $53,700 | $26,850iApproximate average salary by contribution assumption: employee only about $671,250 at 4% or $447,500 at 6%; with 50% employer match about $447,500 at 4% or $298,333 at 6%; with 100% employer match about $335,625 at 4% or $223,750 at 6%. |
| Tompkins Wealth Management Inc 401K Plan | - | 2 | $72,853 | $53,700 | $26,850iApproximate average salary by contribution assumption: employee only about $671,250 at 4% or $447,500 at 6%; with 50% employer match about $447,500 at 4% or $298,333 at 6%; with 100% employer match about $335,625 at 4% or $223,750 at 6%. |
| 2020 | 1 | 2 | $12,225 | $11,013 | $5,507iApproximate average salary by contribution assumption: employee only about $137,663 at 4% or $91,775 at 6%; with 50% employer match about $91,775 at 4% or $61,183 at 6%; with 100% employer match about $68,831 at 4% or $45,888 at 6%. |
| Tompkins Wealth Management Inc 401K Plan | - | 2 | $12,225 | $11,013 | $5,507iApproximate average salary by contribution assumption: employee only about $137,663 at 4% or $91,775 at 6%; with 50% employer match about $91,775 at 4% or $61,183 at 6%; with 100% employer match about $68,831 at 4% or $45,888 at 6%. |