Civic Intelligence

Tda Group LLC

Plan context: Tda Group LLC 401(K) Retirement Plan Trust

EIN 26-1363893 • Redwood City, CA • 13 filings • 2 plans

Three Lagoon Drive Ste 160Paul GustafsonRedwood City, CA 94065
Current Snapshot

Latest Year

2020

2020 Participants

10

2020 Assets

$167,961

2020 Contributions

$17,328

Historical Graphs

Total Assets Over Time

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

$1,114,195$557,098$0200920142019YearValue
$167,961Latest year 2019

Participants Over Time

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

21110200820142019YearValue
10Latest year 2019

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
202010$0$0-
Tda Group LLC 401(K) Retirement Plan Trust-0$0--
2019110$167,961$17,328$1,733iApproximate average salary by contribution assumption: employee only about $43,320 at 4% or $28,880 at 6%; with 50% employer match about $28,880 at 4% or $19,253 at 6%; with 100% employer match about $21,660 at 4% or $14,440 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-10$167,961$17,328$1,733iApproximate average salary by contribution assumption: employee only about $43,320 at 4% or $28,880 at 6%; with 50% employer match about $28,880 at 4% or $19,253 at 6%; with 100% employer match about $21,660 at 4% or $14,440 at 6%.
2018110$814,388$42,853$4,285iApproximate average salary by contribution assumption: employee only about $107,133 at 4% or $71,422 at 6%; with 50% employer match about $71,422 at 4% or $47,614 at 6%; with 100% employer match about $53,566 at 4% or $35,711 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-10$814,388$42,853$4,285iApproximate average salary by contribution assumption: employee only about $107,133 at 4% or $71,422 at 6%; with 50% employer match about $71,422 at 4% or $47,614 at 6%; with 100% employer match about $53,566 at 4% or $35,711 at 6%.
2017113$856,763$83,788$6,445iApproximate average salary by contribution assumption: employee only about $161,131 at 4% or $107,421 at 6%; with 50% employer match about $107,421 at 4% or $71,614 at 6%; with 100% employer match about $80,565 at 4% or $53,710 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-13$856,763$83,788$6,445iApproximate average salary by contribution assumption: employee only about $161,131 at 4% or $107,421 at 6%; with 50% employer match about $107,421 at 4% or $71,614 at 6%; with 100% employer match about $80,565 at 4% or $53,710 at 6%.
2016116$1,008,107$125,268$7,829iApproximate average salary by contribution assumption: employee only about $195,731 at 4% or $130,488 at 6%; with 50% employer match about $130,488 at 4% or $86,992 at 6%; with 100% employer match about $97,866 at 4% or $65,244 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-16$1,008,107$125,268$7,829iApproximate average salary by contribution assumption: employee only about $195,731 at 4% or $130,488 at 6%; with 50% employer match about $130,488 at 4% or $86,992 at 6%; with 100% employer match about $97,866 at 4% or $65,244 at 6%.
2015116$802,093$114,551$7,159iApproximate average salary by contribution assumption: employee only about $178,986 at 4% or $119,324 at 6%; with 50% employer match about $119,324 at 4% or $79,549 at 6%; with 100% employer match about $89,493 at 4% or $59,662 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-16$802,093$114,551$7,159iApproximate average salary by contribution assumption: employee only about $178,986 at 4% or $119,324 at 6%; with 50% employer match about $119,324 at 4% or $79,549 at 6%; with 100% employer match about $89,493 at 4% or $59,662 at 6%.
2014117$998,651$71,096$4,182iApproximate average salary by contribution assumption: employee only about $104,553 at 4% or $69,702 at 6%; with 50% employer match about $69,702 at 4% or $46,468 at 6%; with 100% employer match about $52,276 at 4% or $34,851 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-17$998,651$71,096$4,182iApproximate average salary by contribution assumption: employee only about $104,553 at 4% or $69,702 at 6%; with 50% employer match about $69,702 at 4% or $46,468 at 6%; with 100% employer match about $52,276 at 4% or $34,851 at 6%.
2013120$1,114,195$84,290$4,215iApproximate average salary by contribution assumption: employee only about $105,363 at 4% or $70,242 at 6%; with 50% employer match about $70,242 at 4% or $46,828 at 6%; with 100% employer match about $52,681 at 4% or $35,121 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-20$1,114,195$84,290$4,215iApproximate average salary by contribution assumption: employee only about $105,363 at 4% or $70,242 at 6%; with 50% employer match about $70,242 at 4% or $46,828 at 6%; with 100% employer match about $52,681 at 4% or $35,121 at 6%.
2012120$911,612$106,741$5,337iApproximate average salary by contribution assumption: employee only about $133,426 at 4% or $88,951 at 6%; with 50% employer match about $88,951 at 4% or $59,301 at 6%; with 100% employer match about $66,713 at 4% or $44,475 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-20$911,612$106,741$5,337iApproximate average salary by contribution assumption: employee only about $133,426 at 4% or $88,951 at 6%; with 50% employer match about $88,951 at 4% or $59,301 at 6%; with 100% employer match about $66,713 at 4% or $44,475 at 6%.
2011120$734,104$93,000$4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-20$734,104$93,000$4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%.
2010120$637,002$92,874$4,644iApproximate average salary by contribution assumption: employee only about $116,093 at 4% or $77,395 at 6%; with 50% employer match about $77,395 at 4% or $51,597 at 6%; with 100% employer match about $58,046 at 4% or $38,698 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-20$637,002$92,874$4,644iApproximate average salary by contribution assumption: employee only about $116,093 at 4% or $77,395 at 6%; with 50% employer match about $77,395 at 4% or $51,597 at 6%; with 100% employer match about $58,046 at 4% or $38,698 at 6%.
2009121$523,248$88,592$4,219iApproximate average salary by contribution assumption: employee only about $105,467 at 4% or $70,311 at 6%; with 50% employer match about $70,311 at 4% or $46,874 at 6%; with 100% employer match about $52,733 at 4% or $35,156 at 6%.
Tda Group LLC 401(K) Retirement Plan Trust-21$523,248$88,592$4,219iApproximate average salary by contribution assumption: employee only about $105,467 at 4% or $70,311 at 6%; with 50% employer match about $70,311 at 4% or $46,874 at 6%; with 100% employer match about $52,733 at 4% or $35,156 at 6%.
2008118$0$0-
Tda Group LLC 401(K) Retirement Plan Trust-18---