Civic Intelligence

Trusted Advisors Consulting

Plan context: Trusted Advisors Consulting 401K Plan

EIN 27-0447411 • Tucson, AZ • 5 filings • 2 plans

5215 N Sabino Canyon RdTucson, AZ 85750-6435
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,026,735

2019 Contributions

$298,487

Historical Graphs

Total Assets Over Time

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

$1,026,735$513,368$0201520172019YearValue
$1,026,735Latest year 2019

Participants Over Time

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

320201520172019YearValue
2Latest 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
201912$1,026,735$298,487$149,244iApproximate average salary by contribution assumption: employee only about $3,731,088 at 4% or $2,487,392 at 6%; with 50% employer match about $2,487,392 at 4% or $1,658,261 at 6%; with 100% employer match about $1,865,544 at 4% or $1,243,696 at 6%.
Trusted Advisors Consulting 401K Plan-2$1,026,735$298,487$149,244iApproximate average salary by contribution assumption: employee only about $3,731,088 at 4% or $2,487,392 at 6%; with 50% employer match about $2,487,392 at 4% or $1,658,261 at 6%; with 100% employer match about $1,865,544 at 4% or $1,243,696 at 6%.
201812$728,248$68,625$34,313iApproximate average salary by contribution assumption: employee only about $857,813 at 4% or $571,875 at 6%; with 50% employer match about $571,875 at 4% or $381,250 at 6%; with 100% employer match about $428,906 at 4% or $285,938 at 6%.
Trusted Advisors Consulting 401K Plan-2$728,248$68,625$34,313iApproximate average salary by contribution assumption: employee only about $857,813 at 4% or $571,875 at 6%; with 50% employer match about $571,875 at 4% or $381,250 at 6%; with 100% employer match about $428,906 at 4% or $285,938 at 6%.
201713$700,690$89,734$29,911iApproximate average salary by contribution assumption: employee only about $747,783 at 4% or $498,522 at 6%; with 50% employer match about $498,522 at 4% or $332,348 at 6%; with 100% employer match about $373,892 at 4% or $249,261 at 6%.
Trusted Advisors Consulting 401K Plan-3$700,690$89,734$29,911iApproximate average salary by contribution assumption: employee only about $747,783 at 4% or $498,522 at 6%; with 50% employer match about $498,522 at 4% or $332,348 at 6%; with 100% employer match about $373,892 at 4% or $249,261 at 6%.
201612$509,959$54,679$27,340iApproximate average salary by contribution assumption: employee only about $683,488 at 4% or $455,658 at 6%; with 50% employer match about $455,658 at 4% or $303,772 at 6%; with 100% employer match about $341,744 at 4% or $227,829 at 6%.
Trusted Advisors Consulting 401K Plan-2$509,959$54,679$27,340iApproximate average salary by contribution assumption: employee only about $683,488 at 4% or $455,658 at 6%; with 50% employer match about $455,658 at 4% or $303,772 at 6%; with 100% employer match about $341,744 at 4% or $227,829 at 6%.
201513$415,928$54,390$18,130iApproximate average salary by contribution assumption: employee only about $453,250 at 4% or $302,167 at 6%; with 50% employer match about $302,167 at 4% or $201,444 at 6%; with 100% employer match about $226,625 at 4% or $151,083 at 6%.
Trusted Advisors Consulting 401K Plan-3$415,928$54,390$18,130iApproximate average salary by contribution assumption: employee only about $453,250 at 4% or $302,167 at 6%; with 50% employer match about $302,167 at 4% or $201,444 at 6%; with 100% employer match about $226,625 at 4% or $151,083 at 6%.