Civic Intelligence

Tools 2 Succeed Inc.

Plan context: Tools 2 Succeed Inc. Retirement Trust

EIN 20-8494383 • Westlake Village, CA • 14 filings • 2 plans

2629 Townsgate RdSuite 235Westlake Village, CA 91361
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,214,523

2024 Contributions

$75,360

Historical Graphs

Total Assets Over Time

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

$1,214,523$607,262$0201120172023YearValue
$1,214,523Latest year 2023

Participants Over Time

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

210201120172023YearValue
2Latest year 2023

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
202410$0$75,360-
Tools 2 Succeed Inc. Retirement Trust-0-$75,360-
202312$1,214,523$66,980$33,490iApproximate average salary by contribution assumption: employee only about $837,250 at 4% or $558,167 at 6%; with 50% employer match about $558,167 at 4% or $372,111 at 6%; with 100% employer match about $418,625 at 4% or $279,083 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$1,214,523$66,980$33,490iApproximate average salary by contribution assumption: employee only about $837,250 at 4% or $558,167 at 6%; with 50% employer match about $558,167 at 4% or $372,111 at 6%; with 100% employer match about $418,625 at 4% or $279,083 at 6%.
202212$994,446$62,288$31,144iApproximate average salary by contribution assumption: employee only about $778,600 at 4% or $519,067 at 6%; with 50% employer match about $519,067 at 4% or $346,044 at 6%; with 100% employer match about $389,300 at 4% or $259,533 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$994,446$62,288$31,144iApproximate average salary by contribution assumption: employee only about $778,600 at 4% or $519,067 at 6%; with 50% employer match about $519,067 at 4% or $346,044 at 6%; with 100% employer match about $389,300 at 4% or $259,533 at 6%.
202112$1,121,983$60,668$30,334iApproximate average salary by contribution assumption: employee only about $758,350 at 4% or $505,567 at 6%; with 50% employer match about $505,567 at 4% or $337,044 at 6%; with 100% employer match about $379,175 at 4% or $252,783 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$1,121,983$60,668$30,334iApproximate average salary by contribution assumption: employee only about $758,350 at 4% or $505,567 at 6%; with 50% employer match about $505,567 at 4% or $337,044 at 6%; with 100% employer match about $379,175 at 4% or $252,783 at 6%.
202012$944,480$61,504$30,752iApproximate average salary by contribution assumption: employee only about $768,800 at 4% or $512,533 at 6%; with 50% employer match about $512,533 at 4% or $341,689 at 6%; with 100% employer match about $384,400 at 4% or $256,267 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$944,480$61,504$30,752iApproximate average salary by contribution assumption: employee only about $768,800 at 4% or $512,533 at 6%; with 50% employer match about $512,533 at 4% or $341,689 at 6%; with 100% employer match about $384,400 at 4% or $256,267 at 6%.
201912$749,305$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$749,305$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
201812$577,190$57,120$28,560iApproximate average salary by contribution assumption: employee only about $714,000 at 4% or $476,000 at 6%; with 50% employer match about $476,000 at 4% or $317,333 at 6%; with 100% employer match about $357,000 at 4% or $238,000 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$577,190$57,120$28,560iApproximate average salary by contribution assumption: employee only about $714,000 at 4% or $476,000 at 6%; with 50% employer match about $476,000 at 4% or $317,333 at 6%; with 100% employer match about $357,000 at 4% or $238,000 at 6%.
201712$537,517$56,720$28,360iApproximate average salary by contribution assumption: employee only about $709,000 at 4% or $472,667 at 6%; with 50% employer match about $472,667 at 4% or $315,111 at 6%; with 100% employer match about $354,500 at 4% or $236,333 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$537,517$56,720$28,360iApproximate average salary by contribution assumption: employee only about $709,000 at 4% or $472,667 at 6%; with 50% employer match about $472,667 at 4% or $315,111 at 6%; with 100% employer match about $354,500 at 4% or $236,333 at 6%.
201612$408,356$53,400$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$408,356$53,400$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
201512$337,028$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$337,028$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201412$283,433$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$283,433$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201312$225,450$100,825$50,413iApproximate average salary by contribution assumption: employee only about $1,260,313 at 4% or $840,208 at 6%; with 50% employer match about $840,208 at 4% or $560,139 at 6%; with 100% employer match about $630,156 at 4% or $420,104 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$225,450$100,825$50,413iApproximate average salary by contribution assumption: employee only about $1,260,313 at 4% or $840,208 at 6%; with 50% employer match about $840,208 at 4% or $560,139 at 6%; with 100% employer match about $630,156 at 4% or $420,104 at 6%.
201212$106,425$88,099$44,050iApproximate average salary by contribution assumption: employee only about $1,101,238 at 4% or $734,158 at 6%; with 50% employer match about $734,158 at 4% or $489,439 at 6%; with 100% employer match about $550,619 at 4% or $367,079 at 6%.
Tools 2 Succeed Inc. Retirement Trust-2$106,425$88,099$44,050iApproximate average salary by contribution assumption: employee only about $1,101,238 at 4% or $734,158 at 6%; with 50% employer match about $734,158 at 4% or $489,439 at 6%; with 100% employer match about $550,619 at 4% or $367,079 at 6%.
201111$12,981$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Tools 2 Succeed Inc. Retirement Trust-1$12,981$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.