Civic Intelligence

Targeted Financial Services Inc.

Plan context: TFS MANAGEMENT, INC. CASH BALANCE PLAN

EIN 22-3772932 • Seminole, FL • 28 filings • 4 plans

5666 Seminole Blvd., Suite 146Seminole, FL 33772
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,745,003

2024 Contributions

$548,572

Historical Graphs

Total Assets Over Time

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

$4,745,003$2,372,502$0200620152024YearValue
$4,745,003Latest year 2024

Participants Over Time

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

950200620152024YearValue
4Latest 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
202424$4,745,003$548,572$137,143iApproximate average salary by contribution assumption: employee only about $3,428,575 at 4% or $2,285,717 at 6%; with 50% employer match about $2,285,717 at 4% or $1,523,811 at 6%; with 100% employer match about $1,714,288 at 4% or $1,142,858 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-3$2,605,281$368,725$122,908iApproximate average salary by contribution assumption: employee only about $3,072,708 at 4% or $2,048,472 at 6%; with 50% employer match about $2,048,472 at 4% or $1,365,648 at 6%; with 100% employer match about $1,536,354 at 4% or $1,024,236 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-4$2,139,722$179,847$44,962iApproximate average salary by contribution assumption: employee only about $1,124,044 at 4% or $749,363 at 6%; with 50% employer match about $749,363 at 4% or $499,575 at 6%; with 100% employer match about $562,022 at 4% or $374,681 at 6%.
202327$4,064,049$540,601$77,229iApproximate average salary by contribution assumption: employee only about $1,930,718 at 4% or $1,287,145 at 6%; with 50% employer match about $1,287,145 at 4% or $858,097 at 6%; with 100% employer match about $965,359 at 4% or $643,573 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-3$2,071,273$368,063$122,688iApproximate average salary by contribution assumption: employee only about $3,067,192 at 4% or $2,044,794 at 6%; with 50% employer match about $2,044,794 at 4% or $1,363,196 at 6%; with 100% employer match about $1,533,596 at 4% or $1,022,397 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-7$1,992,776$172,538$24,648iApproximate average salary by contribution assumption: employee only about $616,207 at 4% or $410,805 at 6%; with 50% employer match about $410,805 at 4% or $273,870 at 6%; with 100% employer match about $308,104 at 4% or $205,402 at 6%.
202227$4,008,231$464,650$66,379iApproximate average salary by contribution assumption: employee only about $1,659,464 at 4% or $1,106,310 at 6%; with 50% employer match about $1,106,310 at 4% or $737,540 at 6%; with 100% employer match about $829,732 at 4% or $553,155 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-7$2,438,954$147,300$21,043iApproximate average salary by contribution assumption: employee only about $526,071 at 4% or $350,714 at 6%; with 50% employer match about $350,714 at 4% or $233,810 at 6%; with 100% employer match about $263,036 at 4% or $175,357 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-3$1,569,277$317,350$105,783iApproximate average salary by contribution assumption: employee only about $2,644,583 at 4% or $1,763,056 at 6%; with 50% employer match about $1,763,056 at 4% or $1,175,370 at 6%; with 100% employer match about $1,322,292 at 4% or $881,528 at 6%.
202127$3,812,093$486,450$69,493iApproximate average salary by contribution assumption: employee only about $1,737,321 at 4% or $1,158,214 at 6%; with 50% employer match about $1,158,214 at 4% or $772,143 at 6%; with 100% employer match about $868,661 at 4% or $579,107 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-7$2,485,109$169,225$24,175iApproximate average salary by contribution assumption: employee only about $604,375 at 4% or $402,917 at 6%; with 50% employer match about $402,917 at 4% or $268,611 at 6%; with 100% employer match about $302,188 at 4% or $201,458 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-3$1,326,984$317,225$105,742iApproximate average salary by contribution assumption: employee only about $2,643,542 at 4% or $1,762,361 at 6%; with 50% employer match about $1,762,361 at 4% or $1,174,907 at 6%; with 100% employer match about $1,321,771 at 4% or $881,181 at 6%.
202028$3,125,375$272,682$34,085iApproximate average salary by contribution assumption: employee only about $852,131 at 4% or $568,088 at 6%; with 50% employer match about $568,088 at 4% or $378,725 at 6%; with 100% employer match about $426,066 at 4% or $284,044 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-8$2,186,691$149,857$18,732iApproximate average salary by contribution assumption: employee only about $468,303 at 4% or $312,202 at 6%; with 50% employer match about $312,202 at 4% or $208,135 at 6%; with 100% employer match about $234,152 at 4% or $156,101 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-4$938,684$122,825$30,706iApproximate average salary by contribution assumption: employee only about $767,656 at 4% or $511,771 at 6%; with 50% employer match about $511,771 at 4% or $341,181 at 6%; with 100% employer match about $383,828 at 4% or $255,885 at 6%.
201928$2,581,608$542,451$67,806iApproximate average salary by contribution assumption: employee only about $1,695,159 at 4% or $1,130,106 at 6%; with 50% employer match about $1,130,106 at 4% or $753,404 at 6%; with 100% employer match about $847,580 at 4% or $565,053 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-8$1,843,200$192,451$24,056iApproximate average salary by contribution assumption: employee only about $601,409 at 4% or $400,940 at 6%; with 50% employer match about $400,940 at 4% or $267,293 at 6%; with 100% employer match about $300,705 at 4% or $200,470 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-4$738,408$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
201828$2,595,223$418,998$52,375iApproximate average salary by contribution assumption: employee only about $1,309,369 at 4% or $872,913 at 6%; with 50% employer match about $872,913 at 4% or $581,942 at 6%; with 100% employer match about $654,684 at 4% or $436,456 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-8$2,075,031$204,166$25,521iApproximate average salary by contribution assumption: employee only about $638,019 at 4% or $425,346 at 6%; with 50% employer match about $425,346 at 4% or $283,564 at 6%; with 100% employer match about $319,009 at 4% or $212,673 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-5$520,192$214,832$42,966iApproximate average salary by contribution assumption: employee only about $1,074,160 at 4% or $716,107 at 6%; with 50% employer match about $716,107 at 4% or $477,404 at 6%; with 100% employer match about $537,080 at 4% or $358,053 at 6%.
201728$2,238,734$364,513$45,564iApproximate average salary by contribution assumption: employee only about $1,139,103 at 4% or $759,402 at 6%; with 50% employer match about $759,402 at 4% or $506,268 at 6%; with 100% employer match about $569,552 at 4% or $379,701 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-8$1,923,148$191,245$23,906iApproximate average salary by contribution assumption: employee only about $597,641 at 4% or $398,427 at 6%; with 50% employer match about $398,427 at 4% or $265,618 at 6%; with 100% employer match about $298,820 at 4% or $199,214 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-6$315,586$173,268$28,878iApproximate average salary by contribution assumption: employee only about $721,950 at 4% or $481,300 at 6%; with 50% employer match about $481,300 at 4% or $320,867 at 6%; with 100% employer match about $360,975 at 4% or $240,650 at 6%.
201628$1,619,562$259,086$32,386iApproximate average salary by contribution assumption: employee only about $809,644 at 4% or $539,763 at 6%; with 50% employer match about $539,763 at 4% or $359,842 at 6%; with 100% employer match about $404,822 at 4% or $269,881 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-8$1,494,037$133,561$16,695iApproximate average salary by contribution assumption: employee only about $417,378 at 4% or $278,252 at 6%; with 50% employer match about $278,252 at 4% or $185,501 at 6%; with 100% employer match about $208,689 at 4% or $139,126 at 6%.
TFS MANAGEMENT, INC. CASH BALANCE PLAN-6$125,525$125,525$20,921iApproximate average salary by contribution assumption: employee only about $523,021 at 4% or $348,681 at 6%; with 50% employer match about $348,681 at 4% or $232,454 at 6%; with 100% employer match about $261,510 at 4% or $174,340 at 6%.
201519$1,294,482$180,064$20,007iApproximate average salary by contribution assumption: employee only about $500,178 at 4% or $333,452 at 6%; with 50% employer match about $333,452 at 4% or $222,301 at 6%; with 100% employer match about $250,089 at 4% or $166,726 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-9$1,294,482$180,064$20,007iApproximate average salary by contribution assumption: employee only about $500,178 at 4% or $333,452 at 6%; with 50% employer match about $333,452 at 4% or $222,301 at 6%; with 100% employer match about $250,089 at 4% or $166,726 at 6%.
201418$1,116,415$170,364$21,296iApproximate average salary by contribution assumption: employee only about $532,388 at 4% or $354,925 at 6%; with 50% employer match about $354,925 at 4% or $236,617 at 6%; with 100% employer match about $266,194 at 4% or $177,463 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-8$1,116,415$170,364$21,296iApproximate average salary by contribution assumption: employee only about $532,388 at 4% or $354,925 at 6%; with 50% employer match about $354,925 at 4% or $236,617 at 6%; with 100% employer match about $266,194 at 4% or $177,463 at 6%.
201318$882,807$114,383$14,298iApproximate average salary by contribution assumption: employee only about $357,447 at 4% or $238,298 at 6%; with 50% employer match about $238,298 at 4% or $158,865 at 6%; with 100% employer match about $178,723 at 4% or $119,149 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-8$882,807$114,383$14,298iApproximate average salary by contribution assumption: employee only about $357,447 at 4% or $238,298 at 6%; with 50% employer match about $238,298 at 4% or $158,865 at 6%; with 100% employer match about $178,723 at 4% or $119,149 at 6%.
201217$647,680$84,979$12,140iApproximate average salary by contribution assumption: employee only about $303,496 at 4% or $202,331 at 6%; with 50% employer match about $202,331 at 4% or $134,887 at 6%; with 100% employer match about $151,748 at 4% or $101,165 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-7$647,680$84,979$12,140iApproximate average salary by contribution assumption: employee only about $303,496 at 4% or $202,331 at 6%; with 50% employer match about $202,331 at 4% or $134,887 at 6%; with 100% employer match about $151,748 at 4% or $101,165 at 6%.
201117$506,767$97,012$13,859iApproximate average salary by contribution assumption: employee only about $346,471 at 4% or $230,981 at 6%; with 50% employer match about $230,981 at 4% or $153,987 at 6%; with 100% employer match about $173,236 at 4% or $115,490 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-7$506,767$97,012$13,859iApproximate average salary by contribution assumption: employee only about $346,471 at 4% or $230,981 at 6%; with 50% employer match about $230,981 at 4% or $153,987 at 6%; with 100% employer match about $173,236 at 4% or $115,490 at 6%.
201016$411,383$116,174$19,362iApproximate average salary by contribution assumption: employee only about $484,058 at 4% or $322,706 at 6%; with 50% employer match about $322,706 at 4% or $215,137 at 6%; with 100% employer match about $242,029 at 4% or $161,353 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-6$411,383$116,174$19,362iApproximate average salary by contribution assumption: employee only about $484,058 at 4% or $322,706 at 6%; with 50% employer match about $322,706 at 4% or $215,137 at 6%; with 100% employer match about $242,029 at 4% or $161,353 at 6%.
200916$262,087$66,915$11,153iApproximate average salary by contribution assumption: employee only about $278,813 at 4% or $185,875 at 6%; with 50% employer match about $185,875 at 4% or $123,917 at 6%; with 100% employer match about $139,406 at 4% or $92,938 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-6$262,087$66,915$11,153iApproximate average salary by contribution assumption: employee only about $278,813 at 4% or $185,875 at 6%; with 50% employer match about $185,875 at 4% or $123,917 at 6%; with 100% employer match about $139,406 at 4% or $92,938 at 6%.
200814$153,080$66,967$16,742iApproximate average salary by contribution assumption: employee only about $418,544 at 4% or $279,029 at 6%; with 50% employer match about $279,029 at 4% or $186,019 at 6%; with 100% employer match about $209,272 at 4% or $139,515 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-4$153,080$66,967$16,742iApproximate average salary by contribution assumption: employee only about $418,544 at 4% or $279,029 at 6%; with 50% employer match about $279,029 at 4% or $186,019 at 6%; with 100% employer match about $209,272 at 4% or $139,515 at 6%.
200715$154,634$88,341$17,668iApproximate average salary by contribution assumption: employee only about $441,705 at 4% or $294,470 at 6%; with 50% employer match about $294,470 at 4% or $196,313 at 6%; with 100% employer match about $220,853 at 4% or $147,235 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-5$154,634$88,341$17,668iApproximate average salary by contribution assumption: employee only about $441,705 at 4% or $294,470 at 6%; with 50% employer match about $294,470 at 4% or $196,313 at 6%; with 100% employer match about $220,853 at 4% or $147,235 at 6%.
200615$63,884$60,729$12,146iApproximate average salary by contribution assumption: employee only about $303,645 at 4% or $202,430 at 6%; with 50% employer match about $202,430 at 4% or $134,953 at 6%; with 100% employer match about $151,823 at 4% or $101,215 at 6%.
Targeted Financial Services Management Inc. 401(K) Plan-5$63,884$60,729$12,146iApproximate average salary by contribution assumption: employee only about $303,645 at 4% or $202,430 at 6%; with 50% employer match about $202,430 at 4% or $134,953 at 6%; with 100% employer match about $151,823 at 4% or $101,215 at 6%.