Civic Intelligence

TODD FINANCIAL SERVICES, LLC

Plan context: TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

EIN 27-0814991 • Dothan, AL • 10 filings • 3 plans

203 Jamestown Blvd. Suite 1Dothan, AL 36301
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$273,171

2025 Contributions

$63,331

Historical Graphs

Total Assets Over Time

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

$647,875$323,938$0202020232025YearValue
$273,171Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest 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
202514$273,171$63,331$15,833iApproximate average salary by contribution assumption: employee only about $395,819 at 4% or $263,879 at 6%; with 50% employer match about $263,879 at 4% or $175,919 at 6%; with 100% employer match about $197,909 at 4% or $131,940 at 6%.
TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$273,171$63,331$15,833iApproximate average salary by contribution assumption: employee only about $395,819 at 4% or $263,879 at 6%; with 50% employer match about $263,879 at 4% or $175,919 at 6%; with 100% employer match about $197,909 at 4% or $131,940 at 6%.
202424$647,875$65,890$16,473iApproximate average salary by contribution assumption: employee only about $411,813 at 4% or $274,542 at 6%; with 50% employer match about $274,542 at 4% or $183,028 at 6%; with 100% employer match about $205,906 at 4% or $137,271 at 6%.
TODD FINANCIAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN-2$474,744--
TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$173,131$65,890$16,473iApproximate average salary by contribution assumption: employee only about $411,813 at 4% or $274,542 at 6%; with 50% employer match about $274,542 at 4% or $183,028 at 6%; with 100% employer match about $205,906 at 4% or $137,271 at 6%.
202324$551,627$213,244$53,311iApproximate average salary by contribution assumption: employee only about $1,332,775 at 4% or $888,517 at 6%; with 50% employer match about $888,517 at 4% or $592,344 at 6%; with 100% employer match about $666,388 at 4% or $444,258 at 6%.
TODD FINANCIAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN-2$434,336$167,355$83,678iApproximate average salary by contribution assumption: employee only about $2,091,938 at 4% or $1,394,625 at 6%; with 50% employer match about $1,394,625 at 4% or $929,750 at 6%; with 100% employer match about $1,045,969 at 4% or $697,313 at 6%.
TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$117,291$45,889$11,472iApproximate average salary by contribution assumption: employee only about $286,806 at 4% or $191,204 at 6%; with 50% employer match about $191,204 at 4% or $127,469 at 6%; with 100% employer match about $143,403 at 4% or $95,602 at 6%.
202224$361,030$140,607$35,152iApproximate average salary by contribution assumption: employee only about $878,794 at 4% or $585,863 at 6%; with 50% employer match about $585,863 at 4% or $390,575 at 6%; with 100% employer match about $439,397 at 4% or $292,931 at 6%.
TODD FINANCIAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN-2$236,123$86,769$43,385iApproximate average salary by contribution assumption: employee only about $1,084,613 at 4% or $723,075 at 6%; with 50% employer match about $723,075 at 4% or $482,050 at 6%; with 100% employer match about $542,306 at 4% or $361,538 at 6%.
TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$124,907$53,838$13,460iApproximate average salary by contribution assumption: employee only about $336,488 at 4% or $224,325 at 6%; with 50% employer match about $224,325 at 4% or $149,550 at 6%; with 100% employer match about $168,244 at 4% or $112,163 at 6%.
202124$256,432$140,239$35,060iApproximate average salary by contribution assumption: employee only about $876,494 at 4% or $584,329 at 6%; with 50% employer match about $584,329 at 4% or $389,553 at 6%; with 100% employer match about $438,247 at 4% or $292,165 at 6%.
TODD FINANCIAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN-2$168,017$67,530$33,765iApproximate average salary by contribution assumption: employee only about $844,125 at 4% or $562,750 at 6%; with 50% employer match about $562,750 at 4% or $375,167 at 6%; with 100% employer match about $422,063 at 4% or $281,375 at 6%.
TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$88,415$72,709$18,177iApproximate average salary by contribution assumption: employee only about $454,431 at 4% or $302,954 at 6%; with 50% employer match about $302,954 at 4% or $201,969 at 6%; with 100% employer match about $227,216 at 4% or $151,477 at 6%.
202014$12,629$12,629$3,157iApproximate average salary by contribution assumption: employee only about $78,931 at 4% or $52,621 at 6%; with 50% employer match about $52,621 at 4% or $35,081 at 6%; with 100% employer match about $39,466 at 4% or $26,310 at 6%.
TODD FINANCIAL SERVICES LLC 401K PROFIT SHARING PLAN-4$12,629$12,629$3,157iApproximate average salary by contribution assumption: employee only about $78,931 at 4% or $52,621 at 6%; with 50% employer match about $52,621 at 4% or $35,081 at 6%; with 100% employer match about $39,466 at 4% or $26,310 at 6%.