Civic Intelligence

Tradition Financial Services Inc.

Plan context: Tradition Financial Services Inc. Tax Deferred Savings Plan

EIN 22-2596917 • New York, NY • 31 filings • 12 plans

32 Old Slip 34th FloorNew York, NY 10005
Current Snapshot

Latest Year

2015

2015 Participants

494

2015 Assets

$97,297,296

2015 Contributions

$6,548,431

Historical Graphs

Total Assets Over Time

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

$99,050,554$49,525,277$0199920092015YearValue
$97,297,296Latest year 2015

Participants Over Time

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

4942470199920072015YearValue
494Latest year 2015

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
20152494$97,297,296$6,548,431$13,256iApproximate average salary by contribution assumption: employee only about $331,398 at 4% or $220,932 at 6%; with 50% employer match about $220,932 at 4% or $147,288 at 6%; with 100% employer match about $165,699 at 4% or $110,466 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-494$97,297,296$6,548,431$13,256iApproximate average salary by contribution assumption: employee only about $331,398 at 4% or $220,932 at 6%; with 50% employer match about $220,932 at 4% or $147,288 at 6%; with 100% employer match about $165,699 at 4% or $110,466 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-221---
20143453$99,050,554$2,672,083$5,899iApproximate average salary by contribution assumption: employee only about $147,466 at 4% or $98,311 at 6%; with 50% employer match about $98,311 at 4% or $65,540 at 6%; with 100% employer match about $73,733 at 4% or $49,155 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-453$99,050,554$2,672,083$5,899iApproximate average salary by contribution assumption: employee only about $147,466 at 4% or $98,311 at 6%; with 50% employer match about $98,311 at 4% or $65,540 at 6%; with 100% employer match about $73,733 at 4% or $49,155 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-215---
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-215---
20132212$34,486,610$2,678,843$12,636iApproximate average salary by contribution assumption: employee only about $315,901 at 4% or $210,601 at 6%; with 50% employer match about $210,601 at 4% or $140,401 at 6%; with 100% employer match about $157,951 at 4% or $105,300 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-206$34,486,610$2,678,843$13,004iApproximate average salary by contribution assumption: employee only about $325,102 at 4% or $216,735 at 6%; with 50% employer match about $216,735 at 4% or $144,490 at 6%; with 100% employer match about $162,551 at 4% or $108,367 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-212---
20123214$28,279,658$2,745,770$12,831iApproximate average salary by contribution assumption: employee only about $320,768 at 4% or $213,845 at 6%; with 50% employer match about $213,845 at 4% or $142,563 at 6%; with 100% employer match about $160,384 at 4% or $106,923 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-214$28,279,658$2,745,770$12,831iApproximate average salary by contribution assumption: employee only about $320,768 at 4% or $213,845 at 6%; with 50% employer match about $213,845 at 4% or $142,563 at 6%; with 100% employer match about $160,384 at 4% or $106,923 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-211---
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-211---
20112221$24,195,398$2,972,054$13,448iApproximate average salary by contribution assumption: employee only about $336,205 at 4% or $224,137 at 6%; with 50% employer match about $224,137 at 4% or $149,425 at 6%; with 100% employer match about $168,103 at 4% or $112,068 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-217$24,195,398$2,972,054$13,696iApproximate average salary by contribution assumption: employee only about $342,403 at 4% or $228,268 at 6%; with 50% employer match about $228,268 at 4% or $152,179 at 6%; with 100% employer match about $171,201 at 4% or $114,134 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-221---
20102201$23,439,389$2,662,888$13,248iApproximate average salary by contribution assumption: employee only about $331,205 at 4% or $220,803 at 6%; with 50% employer match about $220,803 at 4% or $147,202 at 6%; with 100% employer match about $165,602 at 4% or $110,402 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-199$23,439,389$2,662,888$13,381iApproximate average salary by contribution assumption: employee only about $334,534 at 4% or $223,022 at 6%; with 50% employer match about $223,022 at 4% or $148,682 at 6%; with 100% employer match about $167,267 at 4% or $111,511 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-201---
20092224$19,250,539$2,786,518$12,440iApproximate average salary by contribution assumption: employee only about $310,995 at 4% or $207,330 at 6%; with 50% employer match about $207,330 at 4% or $138,220 at 6%; with 100% employer match about $155,498 at 4% or $103,665 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-224$19,250,539$2,786,518$12,440iApproximate average salary by contribution assumption: employee only about $310,995 at 4% or $207,330 at 6%; with 50% employer match about $207,330 at 4% or $138,220 at 6%; with 100% employer match about $155,498 at 4% or $103,665 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-215---
20082234$13,261,620$2,647,469$11,314iApproximate average salary by contribution assumption: employee only about $282,849 at 4% or $188,566 at 6%; with 50% employer match about $188,566 at 4% or $125,711 at 6%; with 100% employer match about $141,425 at 4% or $94,283 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-234$13,261,620$2,647,469$11,314iApproximate average salary by contribution assumption: employee only about $282,849 at 4% or $188,566 at 6%; with 50% employer match about $188,566 at 4% or $125,711 at 6%; with 100% employer match about $141,425 at 4% or $94,283 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-215---
20072230$17,545,406$2,686,743$11,681iApproximate average salary by contribution assumption: employee only about $292,037 at 4% or $194,692 at 6%; with 50% employer match about $194,692 at 4% or $129,794 at 6%; with 100% employer match about $146,019 at 4% or $97,346 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-204$17,545,406$2,686,743$13,170iApproximate average salary by contribution assumption: employee only about $329,258 at 4% or $219,505 at 6%; with 50% employer match about $219,505 at 4% or $146,337 at 6%; with 100% employer match about $164,629 at 4% or $109,753 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-230---
20061163$13,566,783$1,914,077$11,743iApproximate average salary by contribution assumption: employee only about $293,570 at 4% or $195,713 at 6%; with 50% employer match about $195,713 at 4% or $130,476 at 6%; with 100% employer match about $146,785 at 4% or $97,857 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-163$13,566,783$1,914,077$11,743iApproximate average salary by contribution assumption: employee only about $293,570 at 4% or $195,713 at 6%; with 50% employer match about $195,713 at 4% or $130,476 at 6%; with 100% employer match about $146,785 at 4% or $97,857 at 6%.
20052156$10,113,936$1,330,887$8,531iApproximate average salary by contribution assumption: employee only about $213,283 at 4% or $142,189 at 6%; with 50% employer match about $142,189 at 4% or $94,793 at 6%; with 100% employer match about $106,642 at 4% or $71,094 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-128$10,113,936$1,330,887$10,398iApproximate average salary by contribution assumption: employee only about $259,939 at 4% or $173,293 at 6%; with 50% employer match about $173,293 at 4% or $115,528 at 6%; with 100% employer match about $129,969 at 4% or $86,646 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-156---
20042107$8,781,194$1,120,394$10,471iApproximate average salary by contribution assumption: employee only about $261,774 at 4% or $174,516 at 6%; with 50% employer match about $174,516 at 4% or $116,344 at 6%; with 100% employer match about $130,887 at 4% or $87,258 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-107$8,781,194$1,120,394$10,471iApproximate average salary by contribution assumption: employee only about $261,774 at 4% or $174,516 at 6%; with 50% employer match about $174,516 at 4% or $116,344 at 6%; with 100% employer match about $130,887 at 4% or $87,258 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-97---
20032101$7,118,812$1,120,737$11,096iApproximate average salary by contribution assumption: employee only about $277,410 at 4% or $184,940 at 6%; with 50% employer match about $184,940 at 4% or $123,293 at 6%; with 100% employer match about $138,705 at 4% or $92,470 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-99$7,118,812$1,120,737$11,321iApproximate average salary by contribution assumption: employee only about $283,014 at 4% or $188,676 at 6%; with 50% employer match about $188,676 at 4% or $125,784 at 6%; with 100% employer match about $141,507 at 4% or $94,338 at 6%.
Tradition Financial Services Inc. Long-Term Disability Plan/Short Term-101---
20021130$0$0-
Tradition Financial Services Inc. Tax Deferred Savings Plan-130---
2001199$0$0-
Tradition Financial Services Inc. Tax Deferred Savings Plan-99---
20001113$0$0-
Tradition Financial Services Inc. Tax Deferred Savings Plan-113---
1999170$5,539,404$884,641$12,638iApproximate average salary by contribution assumption: employee only about $315,943 at 4% or $210,629 at 6%; with 50% employer match about $210,629 at 4% or $140,419 at 6%; with 100% employer match about $157,972 at 4% or $105,314 at 6%.
Tradition Financial Services Inc. Tax Deferred Savings Plan-70$5,539,404$884,641$12,638iApproximate average salary by contribution assumption: employee only about $315,943 at 4% or $210,629 at 6%; with 50% employer match about $210,629 at 4% or $140,419 at 6%; with 100% employer match about $157,972 at 4% or $105,314 at 6%.