Family Tree Inc
Plan context: Family Tree Inc 401(K) Profit Sharing Plan & Trust
EIN 23-7133742 • Minneapolis, MN • 17 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
60
2024 Assets
$1,680,715
2024 Contributions
$203,377
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 | 60 | $1,680,715 | $203,377 | $3,390iApproximate average salary by contribution assumption: employee only about $84,740 at 4% or $56,494 at 6%; with 50% employer match about $56,494 at 4% or $37,662 at 6%; with 100% employer match about $42,370 at 4% or $28,247 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 60 | $1,680,715 | $203,377 | $3,390iApproximate average salary by contribution assumption: employee only about $84,740 at 4% or $56,494 at 6%; with 50% employer match about $56,494 at 4% or $37,662 at 6%; with 100% employer match about $42,370 at 4% or $28,247 at 6%. |
| 2023 | 1 | 52 | $1,337,973 | $149,921 | $2,883iApproximate average salary by contribution assumption: employee only about $72,077 at 4% or $48,052 at 6%; with 50% employer match about $48,052 at 4% or $32,034 at 6%; with 100% employer match about $36,039 at 4% or $24,026 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 52 | $1,337,973 | $149,921 | $2,883iApproximate average salary by contribution assumption: employee only about $72,077 at 4% or $48,052 at 6%; with 50% employer match about $48,052 at 4% or $32,034 at 6%; with 100% employer match about $36,039 at 4% or $24,026 at 6%. |
| 2022 | 1 | 77 | $1,108,267 | $245,242 | $3,185iApproximate average salary by contribution assumption: employee only about $79,624 at 4% or $53,083 at 6%; with 50% employer match about $53,083 at 4% or $35,388 at 6%; with 100% employer match about $39,812 at 4% or $26,541 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 77 | $1,108,267 | $245,242 | $3,185iApproximate average salary by contribution assumption: employee only about $79,624 at 4% or $53,083 at 6%; with 50% employer match about $53,083 at 4% or $35,388 at 6%; with 100% employer match about $39,812 at 4% or $26,541 at 6%. |
| 2021 | 1 | 64 | $1,065,964 | $168,423 | $2,632iApproximate average salary by contribution assumption: employee only about $65,790 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 64 | $1,065,964 | $168,423 | $2,632iApproximate average salary by contribution assumption: employee only about $65,790 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%. |
| 2020 | 1 | 55 | $772,822 | $128,917 | $2,344iApproximate average salary by contribution assumption: employee only about $58,599 at 4% or $39,066 at 6%; with 50% employer match about $39,066 at 4% or $26,044 at 6%; with 100% employer match about $29,299 at 4% or $19,533 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 55 | $772,822 | $128,917 | $2,344iApproximate average salary by contribution assumption: employee only about $58,599 at 4% or $39,066 at 6%; with 50% employer match about $39,066 at 4% or $26,044 at 6%; with 100% employer match about $29,299 at 4% or $19,533 at 6%. |
| 2019 | 1 | 51 | $679,797 | $121,683 | $2,386iApproximate average salary by contribution assumption: employee only about $59,649 at 4% or $39,766 at 6%; with 50% employer match about $39,766 at 4% or $26,510 at 6%; with 100% employer match about $29,824 at 4% or $19,883 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 51 | $679,797 | $121,683 | $2,386iApproximate average salary by contribution assumption: employee only about $59,649 at 4% or $39,766 at 6%; with 50% employer match about $39,766 at 4% or $26,510 at 6%; with 100% employer match about $29,824 at 4% or $19,883 at 6%. |
| 2018 | 1 | 49 | $470,962 | $101,880 | $2,079iApproximate average salary by contribution assumption: employee only about $51,980 at 4% or $34,653 at 6%; with 50% employer match about $34,653 at 4% or $23,102 at 6%; with 100% employer match about $25,990 at 4% or $17,327 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 49 | $470,962 | $101,880 | $2,079iApproximate average salary by contribution assumption: employee only about $51,980 at 4% or $34,653 at 6%; with 50% employer match about $34,653 at 4% or $23,102 at 6%; with 100% employer match about $25,990 at 4% or $17,327 at 6%. |
| 2017 | 1 | 41 | $424,729 | $83,516 | $2,037iApproximate average salary by contribution assumption: employee only about $50,924 at 4% or $33,950 at 6%; with 50% employer match about $33,950 at 4% or $22,633 at 6%; with 100% employer match about $25,462 at 4% or $16,975 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 41 | $424,729 | $83,516 | $2,037iApproximate average salary by contribution assumption: employee only about $50,924 at 4% or $33,950 at 6%; with 50% employer match about $33,950 at 4% or $22,633 at 6%; with 100% employer match about $25,462 at 4% or $16,975 at 6%. |
| 2016 | 1 | 32 | $301,160 | $47,736 | $1,492iApproximate average salary by contribution assumption: employee only about $37,294 at 4% or $24,863 at 6%; with 50% employer match about $24,863 at 4% or $16,575 at 6%; with 100% employer match about $18,647 at 4% or $12,431 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 32 | $301,160 | $47,736 | $1,492iApproximate average salary by contribution assumption: employee only about $37,294 at 4% or $24,863 at 6%; with 50% employer match about $24,863 at 4% or $16,575 at 6%; with 100% employer match about $18,647 at 4% or $12,431 at 6%. |
| 2015 | 1 | 26 | $242,657 | $45,371 | $1,745iApproximate average salary by contribution assumption: employee only about $43,626 at 4% or $29,084 at 6%; with 50% employer match about $29,084 at 4% or $19,389 at 6%; with 100% employer match about $21,813 at 4% or $14,542 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 26 | $242,657 | $45,371 | $1,745iApproximate average salary by contribution assumption: employee only about $43,626 at 4% or $29,084 at 6%; with 50% employer match about $29,084 at 4% or $19,389 at 6%; with 100% employer match about $21,813 at 4% or $14,542 at 6%. |
| 2014 | 1 | 22 | $221,531 | $45,756 | $2,080iApproximate average salary by contribution assumption: employee only about $51,995 at 4% or $34,664 at 6%; with 50% employer match about $34,664 at 4% or $23,109 at 6%; with 100% employer match about $25,998 at 4% or $17,332 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 22 | $221,531 | $45,756 | $2,080iApproximate average salary by contribution assumption: employee only about $51,995 at 4% or $34,664 at 6%; with 50% employer match about $34,664 at 4% or $23,109 at 6%; with 100% employer match about $25,998 at 4% or $17,332 at 6%. |
| 2013 | 1 | 26 | $292,455 | $81,086 | $3,119iApproximate average salary by contribution assumption: employee only about $77,967 at 4% or $51,978 at 6%; with 50% employer match about $51,978 at 4% or $34,652 at 6%; with 100% employer match about $38,984 at 4% or $25,989 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 26 | $292,455 | $81,086 | $3,119iApproximate average salary by contribution assumption: employee only about $77,967 at 4% or $51,978 at 6%; with 50% employer match about $51,978 at 4% or $34,652 at 6%; with 100% employer match about $38,984 at 4% or $25,989 at 6%. |
| 2012 | 1 | 16 | $304,090 | $73,307 | $4,582iApproximate average salary by contribution assumption: employee only about $114,542 at 4% or $76,361 at 6%; with 50% employer match about $76,361 at 4% or $50,908 at 6%; with 100% employer match about $57,271 at 4% or $38,181 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 16 | $304,090 | $73,307 | $4,582iApproximate average salary by contribution assumption: employee only about $114,542 at 4% or $76,361 at 6%; with 50% employer match about $76,361 at 4% or $50,908 at 6%; with 100% employer match about $57,271 at 4% or $38,181 at 6%. |
| 2011 | 1 | 15 | $199,109 | $60,177 | $4,012iApproximate average salary by contribution assumption: employee only about $100,295 at 4% or $66,863 at 6%; with 50% employer match about $66,863 at 4% or $44,576 at 6%; with 100% employer match about $50,148 at 4% or $33,432 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 15 | $199,109 | $60,177 | $4,012iApproximate average salary by contribution assumption: employee only about $100,295 at 4% or $66,863 at 6%; with 50% employer match about $66,863 at 4% or $44,576 at 6%; with 100% employer match about $50,148 at 4% or $33,432 at 6%. |
| 2010 | 1 | 15 | $141,084 | $43,377 | $2,892iApproximate average salary by contribution assumption: employee only about $72,295 at 4% or $48,197 at 6%; with 50% employer match about $48,197 at 4% or $32,131 at 6%; with 100% employer match about $36,148 at 4% or $24,098 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 15 | $141,084 | $43,377 | $2,892iApproximate average salary by contribution assumption: employee only about $72,295 at 4% or $48,197 at 6%; with 50% employer match about $48,197 at 4% or $32,131 at 6%; with 100% employer match about $36,148 at 4% or $24,098 at 6%. |
| 2009 | 1 | 14 | $81,569 | $60,685 | $4,335iApproximate average salary by contribution assumption: employee only about $108,366 at 4% or $72,244 at 6%; with 50% employer match about $72,244 at 4% or $48,163 at 6%; with 100% employer match about $54,183 at 4% or $36,122 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 14 | $81,569 | $60,685 | $4,335iApproximate average salary by contribution assumption: employee only about $108,366 at 4% or $72,244 at 6%; with 50% employer match about $72,244 at 4% or $48,163 at 6%; with 100% employer match about $54,183 at 4% or $36,122 at 6%. |
| 2008 | 1 | 50 | $16,961 | $16,775 | $336iApproximate average salary by contribution assumption: employee only about $8,388 at 4% or $5,592 at 6%; with 50% employer match about $5,592 at 4% or $3,728 at 6%; with 100% employer match about $4,194 at 4% or $2,796 at 6%. |
| Family Tree Inc 401(K) Profit Sharing Plan & Trust | - | 50 | $16,961 | $16,775 | $336iApproximate average salary by contribution assumption: employee only about $8,388 at 4% or $5,592 at 6%; with 50% employer match about $5,592 at 4% or $3,728 at 6%; with 100% employer match about $4,194 at 4% or $2,796 at 6%. |