Civic Intelligence

Tgs Financial Advisors

Plan context: Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust

EIN 23-2595452 • Wayne, PA • 29 filings • 4 plans

100 W Matsonford Rd Ste 3-304Wayne, PA 19087-4551
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$4,747,007

2025 Contributions

$187,304

Historical Graphs

Total Assets Over Time

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

$4,747,007$2,373,504$0199920132025YearValue
$4,747,007Latest year 2025

Participants Over Time

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

24120199920122025YearValue
16Latest year 2025

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
2025116$4,747,007$187,304$11,707iApproximate average salary by contribution assumption: employee only about $292,663 at 4% or $195,108 at 6%; with 50% employer match about $195,108 at 4% or $130,072 at 6%; with 100% employer match about $146,331 at 4% or $97,554 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-16$4,747,007$187,304$11,707iApproximate average salary by contribution assumption: employee only about $292,663 at 4% or $195,108 at 6%; with 50% employer match about $195,108 at 4% or $130,072 at 6%; with 100% employer match about $146,331 at 4% or $97,554 at 6%.
2024116$3,949,738$116,946$7,309iApproximate average salary by contribution assumption: employee only about $182,728 at 4% or $121,819 at 6%; with 50% employer match about $121,819 at 4% or $81,213 at 6%; with 100% employer match about $91,364 at 4% or $60,909 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-16$3,949,738$116,946$7,309iApproximate average salary by contribution assumption: employee only about $182,728 at 4% or $121,819 at 6%; with 50% employer match about $121,819 at 4% or $81,213 at 6%; with 100% employer match about $91,364 at 4% or $60,909 at 6%.
2023112$3,635,827$96,275$8,023iApproximate average salary by contribution assumption: employee only about $200,573 at 4% or $133,715 at 6%; with 50% employer match about $133,715 at 4% or $89,144 at 6%; with 100% employer match about $100,286 at 4% or $66,858 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-12$3,635,827$96,275$8,023iApproximate average salary by contribution assumption: employee only about $200,573 at 4% or $133,715 at 6%; with 50% employer match about $133,715 at 4% or $89,144 at 6%; with 100% employer match about $100,286 at 4% or $66,858 at 6%.
2022113$3,195,190$96,420$7,417iApproximate average salary by contribution assumption: employee only about $185,423 at 4% or $123,615 at 6%; with 50% employer match about $123,615 at 4% or $82,410 at 6%; with 100% employer match about $92,712 at 4% or $61,808 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-13$3,195,190$96,420$7,417iApproximate average salary by contribution assumption: employee only about $185,423 at 4% or $123,615 at 6%; with 50% employer match about $123,615 at 4% or $82,410 at 6%; with 100% employer match about $92,712 at 4% or $61,808 at 6%.
2021112$3,494,674$115,981$9,665iApproximate average salary by contribution assumption: employee only about $241,627 at 4% or $161,085 at 6%; with 50% employer match about $161,085 at 4% or $107,390 at 6%; with 100% employer match about $120,814 at 4% or $80,542 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-12$3,494,674$115,981$9,665iApproximate average salary by contribution assumption: employee only about $241,627 at 4% or $161,085 at 6%; with 50% employer match about $161,085 at 4% or $107,390 at 6%; with 100% employer match about $120,814 at 4% or $80,542 at 6%.
2020113$3,210,186$194,718$14,978iApproximate average salary by contribution assumption: employee only about $374,458 at 4% or $249,638 at 6%; with 50% employer match about $249,638 at 4% or $166,426 at 6%; with 100% employer match about $187,229 at 4% or $124,819 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-13$3,210,186$194,718$14,978iApproximate average salary by contribution assumption: employee only about $374,458 at 4% or $249,638 at 6%; with 50% employer match about $249,638 at 4% or $166,426 at 6%; with 100% employer match about $187,229 at 4% or $124,819 at 6%.
2019112$3,358,998$173,910$14,493iApproximate average salary by contribution assumption: employee only about $362,313 at 4% or $241,542 at 6%; with 50% employer match about $241,542 at 4% or $161,028 at 6%; with 100% employer match about $181,156 at 4% or $120,771 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-12$3,358,998$173,910$14,493iApproximate average salary by contribution assumption: employee only about $362,313 at 4% or $241,542 at 6%; with 50% employer match about $241,542 at 4% or $161,028 at 6%; with 100% employer match about $181,156 at 4% or $120,771 at 6%.
2018112$2,826,523$245,449$20,454iApproximate average salary by contribution assumption: employee only about $511,352 at 4% or $340,901 at 6%; with 50% employer match about $340,901 at 4% or $227,268 at 6%; with 100% employer match about $255,676 at 4% or $170,451 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-12$2,826,523$245,449$20,454iApproximate average salary by contribution assumption: employee only about $511,352 at 4% or $340,901 at 6%; with 50% employer match about $340,901 at 4% or $227,268 at 6%; with 100% employer match about $255,676 at 4% or $170,451 at 6%.
2017112$2,729,465$160,523$13,377iApproximate average salary by contribution assumption: employee only about $334,423 at 4% or $222,949 at 6%; with 50% employer match about $222,949 at 4% or $148,632 at 6%; with 100% employer match about $167,211 at 4% or $111,474 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-12$2,729,465$160,523$13,377iApproximate average salary by contribution assumption: employee only about $334,423 at 4% or $222,949 at 6%; with 50% employer match about $222,949 at 4% or $148,632 at 6%; with 100% employer match about $167,211 at 4% or $111,474 at 6%.
2016112$2,311,339$138,188$11,516iApproximate average salary by contribution assumption: employee only about $287,892 at 4% or $191,928 at 6%; with 50% employer match about $191,928 at 4% or $127,952 at 6%; with 100% employer match about $143,946 at 4% or $95,964 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-12$2,311,339$138,188$11,516iApproximate average salary by contribution assumption: employee only about $287,892 at 4% or $191,928 at 6%; with 50% employer match about $191,928 at 4% or $127,952 at 6%; with 100% employer match about $143,946 at 4% or $95,964 at 6%.
2015119$2,634,812$530,130$27,902iApproximate average salary by contribution assumption: employee only about $697,539 at 4% or $465,026 at 6%; with 50% employer match about $465,026 at 4% or $310,018 at 6%; with 100% employer match about $348,770 at 4% or $232,513 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-19$2,634,812$530,130$27,902iApproximate average salary by contribution assumption: employee only about $697,539 at 4% or $465,026 at 6%; with 50% employer match about $465,026 at 4% or $310,018 at 6%; with 100% employer match about $348,770 at 4% or $232,513 at 6%.
2014122$2,382,259$147,285$6,695iApproximate average salary by contribution assumption: employee only about $167,369 at 4% or $111,580 at 6%; with 50% employer match about $111,580 at 4% or $74,386 at 6%; with 100% employer match about $83,685 at 4% or $55,790 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-22$2,382,259$147,285$6,695iApproximate average salary by contribution assumption: employee only about $167,369 at 4% or $111,580 at 6%; with 50% employer match about $111,580 at 4% or $74,386 at 6%; with 100% employer match about $83,685 at 4% or $55,790 at 6%.
2013124$2,236,417$136,596$5,692iApproximate average salary by contribution assumption: employee only about $142,288 at 4% or $94,858 at 6%; with 50% employer match about $94,858 at 4% or $63,239 at 6%; with 100% employer match about $71,144 at 4% or $47,429 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-24$2,236,417$136,596$5,692iApproximate average salary by contribution assumption: employee only about $142,288 at 4% or $94,858 at 6%; with 50% employer match about $94,858 at 4% or $63,239 at 6%; with 100% employer match about $71,144 at 4% or $47,429 at 6%.
2012121$1,897,444$112,771$5,370iApproximate average salary by contribution assumption: employee only about $134,251 at 4% or $89,501 at 6%; with 50% employer match about $89,501 at 4% or $59,667 at 6%; with 100% employer match about $67,126 at 4% or $44,750 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-21$1,897,444$112,771$5,370iApproximate average salary by contribution assumption: employee only about $134,251 at 4% or $89,501 at 6%; with 50% employer match about $89,501 at 4% or $59,667 at 6%; with 100% employer match about $67,126 at 4% or $44,750 at 6%.
2011119$1,570,668$106,803$5,621iApproximate average salary by contribution assumption: employee only about $140,530 at 4% or $93,687 at 6%; with 50% employer match about $93,687 at 4% or $62,458 at 6%; with 100% employer match about $70,265 at 4% or $46,843 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-19$1,570,668$106,803$5,621iApproximate average salary by contribution assumption: employee only about $140,530 at 4% or $93,687 at 6%; with 50% employer match about $93,687 at 4% or $62,458 at 6%; with 100% employer match about $70,265 at 4% or $46,843 at 6%.
2010118$1,507,583$107,321$5,962iApproximate average salary by contribution assumption: employee only about $149,057 at 4% or $99,371 at 6%; with 50% employer match about $99,371 at 4% or $66,248 at 6%; with 100% employer match about $74,528 at 4% or $49,686 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-18$1,507,583$107,321$5,962iApproximate average salary by contribution assumption: employee only about $149,057 at 4% or $99,371 at 6%; with 50% employer match about $99,371 at 4% or $66,248 at 6%; with 100% employer match about $74,528 at 4% or $49,686 at 6%.
2009114$1,250,036$110,444$7,889iApproximate average salary by contribution assumption: employee only about $197,221 at 4% or $131,481 at 6%; with 50% employer match about $131,481 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,740 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-14$1,250,036$110,444$7,889iApproximate average salary by contribution assumption: employee only about $197,221 at 4% or $131,481 at 6%; with 50% employer match about $131,481 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,740 at 6%.
2008113$909,535$133,489$10,268iApproximate average salary by contribution assumption: employee only about $256,710 at 4% or $171,140 at 6%; with 50% employer match about $171,140 at 4% or $114,093 at 6%; with 100% employer match about $128,355 at 4% or $85,570 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-13$909,535$133,489$10,268iApproximate average salary by contribution assumption: employee only about $256,710 at 4% or $171,140 at 6%; with 50% employer match about $171,140 at 4% or $114,093 at 6%; with 100% employer match about $128,355 at 4% or $85,570 at 6%.
2007114$0$0-
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-14---
2006111$949,619$121,339$11,031iApproximate average salary by contribution assumption: employee only about $275,770 at 4% or $183,847 at 6%; with 50% employer match about $183,847 at 4% or $122,565 at 6%; with 100% employer match about $137,885 at 4% or $91,923 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-11$949,619$121,339$11,031iApproximate average salary by contribution assumption: employee only about $275,770 at 4% or $183,847 at 6%; with 50% employer match about $183,847 at 4% or $122,565 at 6%; with 100% employer match about $137,885 at 4% or $91,923 at 6%.
2005110$725,902$136,101$13,610iApproximate average salary by contribution assumption: employee only about $340,253 at 4% or $226,835 at 6%; with 50% employer match about $226,835 at 4% or $151,223 at 6%; with 100% employer match about $170,126 at 4% or $113,418 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-10$725,902$136,101$13,610iApproximate average salary by contribution assumption: employee only about $340,253 at 4% or $226,835 at 6%; with 50% employer match about $226,835 at 4% or $151,223 at 6%; with 100% employer match about $170,126 at 4% or $113,418 at 6%.
200419$598,708$129,241$14,360iApproximate average salary by contribution assumption: employee only about $359,003 at 4% or $239,335 at 6%; with 50% employer match about $239,335 at 4% or $159,557 at 6%; with 100% employer match about $179,501 at 4% or $119,668 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-9$598,708$129,241$14,360iApproximate average salary by contribution assumption: employee only about $359,003 at 4% or $239,335 at 6%; with 50% employer match about $239,335 at 4% or $159,557 at 6%; with 100% employer match about $179,501 at 4% or $119,668 at 6%.
200318$387,106$79,309$9,914iApproximate average salary by contribution assumption: employee only about $247,841 at 4% or $165,227 at 6%; with 50% employer match about $165,227 at 4% or $110,151 at 6%; with 100% employer match about $123,920 at 4% or $82,614 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-8$387,106$79,309$9,914iApproximate average salary by contribution assumption: employee only about $247,841 at 4% or $165,227 at 6%; with 50% employer match about $165,227 at 4% or $110,151 at 6%; with 100% employer match about $123,920 at 4% or $82,614 at 6%.
200226$216,109$68,959$11,493iApproximate average salary by contribution assumption: employee only about $287,329 at 4% or $191,553 at 6%; with 50% employer match about $191,553 at 4% or $127,702 at 6%; with 100% employer match about $143,665 at 4% or $95,776 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-6$216,109$68,959$11,493iApproximate average salary by contribution assumption: employee only about $287,329 at 4% or $191,553 at 6%; with 50% employer match about $191,553 at 4% or $127,702 at 6%; with 100% employer match about $143,665 at 4% or $95,776 at 6%.
Tgs Financial Advisors Money Purchase Plan-0---
200116$0$0-
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-6---
200025$123,353$47,377$9,475iApproximate average salary by contribution assumption: employee only about $236,885 at 4% or $157,923 at 6%; with 50% employer match about $157,923 at 4% or $105,282 at 6%; with 100% employer match about $118,443 at 4% or $78,962 at 6%.
Tgs Financial Advisors Money Purchase Plan-5$94,783$17,263$3,453iApproximate average salary by contribution assumption: employee only about $86,315 at 4% or $57,543 at 6%; with 50% employer match about $57,543 at 4% or $38,362 at 6%; with 100% employer match about $43,158 at 4% or $28,772 at 6%.
Tgs Financial Advisors 401(K) Profit Sharing Plan & Trust-5$28,570$30,114$6,023iApproximate average salary by contribution assumption: employee only about $150,570 at 4% or $100,380 at 6%; with 50% employer match about $100,380 at 4% or $66,920 at 6%; with 100% employer match about $75,285 at 4% or $50,190 at 6%.
199915$73,745$22,267$4,453iApproximate average salary by contribution assumption: employee only about $111,335 at 4% or $74,223 at 6%; with 50% employer match about $74,223 at 4% or $49,482 at 6%; with 100% employer match about $55,667 at 4% or $37,112 at 6%.
Tgs Financial Advisors Money Purchase Plan-5$73,745$22,267$4,453iApproximate average salary by contribution assumption: employee only about $111,335 at 4% or $74,223 at 6%; with 50% employer match about $74,223 at 4% or $49,482 at 6%; with 100% employer match about $55,667 at 4% or $37,112 at 6%.