Civic Intelligence

Toft & Associates Inc

Plan context: Toft Group 401 K Plan

EIN 27-0992948 • San Diego, CA • 11 filings • 3 plans

11250 El Camino Real, Suite 102San Diego, CA 92130
Current Snapshot

Latest Year

2020

2020 Participants

22

2020 Assets

$2,084,371

2020 Contributions

$318,935

Historical Graphs

Total Assets Over Time

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

$2,318,734$1,159,367$0201020152019YearValue
$2,084,371Latest year 2019

Participants Over Time

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

27140201020152019YearValue
22Latest 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-
Toft Group 401 K Plan-0$0--
2019122$2,084,371$318,935$14,497iApproximate average salary by contribution assumption: employee only about $362,426 at 4% or $241,617 at 6%; with 50% employer match about $241,617 at 4% or $161,078 at 6%; with 100% employer match about $181,213 at 4% or $120,809 at 6%.
Toft Group 401 K Plan-22$2,084,371$318,935$14,497iApproximate average salary by contribution assumption: employee only about $362,426 at 4% or $241,617 at 6%; with 50% employer match about $241,617 at 4% or $161,078 at 6%; with 100% employer match about $181,213 at 4% or $120,809 at 6%.
2018127$2,318,734$339,863$12,588iApproximate average salary by contribution assumption: employee only about $314,688 at 4% or $209,792 at 6%; with 50% employer match about $209,792 at 4% or $139,861 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%.
Toft Group 401 K Plan-27$2,318,734$339,863$12,588iApproximate average salary by contribution assumption: employee only about $314,688 at 4% or $209,792 at 6%; with 50% employer match about $209,792 at 4% or $139,861 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%.
2017123$2,274,383$326,334$14,188iApproximate average salary by contribution assumption: employee only about $354,711 at 4% or $236,474 at 6%; with 50% employer match about $236,474 at 4% or $157,649 at 6%; with 100% employer match about $177,355 at 4% or $118,237 at 6%.
Toft Group 401 K Plan-23$2,274,383$326,334$14,188iApproximate average salary by contribution assumption: employee only about $354,711 at 4% or $236,474 at 6%; with 50% employer match about $236,474 at 4% or $157,649 at 6%; with 100% employer match about $177,355 at 4% or $118,237 at 6%.
2016123$1,669,143$271,133$11,788iApproximate average salary by contribution assumption: employee only about $294,710 at 4% or $196,473 at 6%; with 50% employer match about $196,473 at 4% or $130,982 at 6%; with 100% employer match about $147,355 at 4% or $98,237 at 6%.
Toft Group 401 K Plan-23$1,669,143$271,133$11,788iApproximate average salary by contribution assumption: employee only about $294,710 at 4% or $196,473 at 6%; with 50% employer match about $196,473 at 4% or $130,982 at 6%; with 100% employer match about $147,355 at 4% or $98,237 at 6%.
2015122$1,306,367$283,732$12,897iApproximate average salary by contribution assumption: employee only about $322,423 at 4% or $214,948 at 6%; with 50% employer match about $214,948 at 4% or $143,299 at 6%; with 100% employer match about $161,211 at 4% or $107,474 at 6%.
Toft Group 401 K Plan-22$1,306,367$283,732$12,897iApproximate average salary by contribution assumption: employee only about $322,423 at 4% or $214,948 at 6%; with 50% employer match about $214,948 at 4% or $143,299 at 6%; with 100% employer match about $161,211 at 4% or $107,474 at 6%.
2014121$1,079,776$417,492$19,881iApproximate average salary by contribution assumption: employee only about $497,014 at 4% or $331,343 at 6%; with 50% employer match about $331,343 at 4% or $220,895 at 6%; with 100% employer match about $248,507 at 4% or $165,671 at 6%.
Toft Group 401 K Plan-21$1,079,776$417,492$19,881iApproximate average salary by contribution assumption: employee only about $497,014 at 4% or $331,343 at 6%; with 50% employer match about $331,343 at 4% or $220,895 at 6%; with 100% employer match about $248,507 at 4% or $165,671 at 6%.
2013116$641,117$258,840$16,178iApproximate average salary by contribution assumption: employee only about $404,438 at 4% or $269,625 at 6%; with 50% employer match about $269,625 at 4% or $179,750 at 6%; with 100% employer match about $202,219 at 4% or $134,813 at 6%.
Toft Group 401 K Plan-16$641,117$258,840$16,178iApproximate average salary by contribution assumption: employee only about $404,438 at 4% or $269,625 at 6%; with 50% employer match about $269,625 at 4% or $179,750 at 6%; with 100% employer match about $202,219 at 4% or $134,813 at 6%.
2012111$275,399$95,595$8,690iApproximate average salary by contribution assumption: employee only about $217,261 at 4% or $144,841 at 6%; with 50% employer match about $144,841 at 4% or $96,561 at 6%; with 100% employer match about $108,631 at 4% or $72,420 at 6%.
Toft Group 401 K Plan-11$275,399$95,595$8,690iApproximate average salary by contribution assumption: employee only about $217,261 at 4% or $144,841 at 6%; with 50% employer match about $144,841 at 4% or $96,561 at 6%; with 100% employer match about $108,631 at 4% or $72,420 at 6%.
201118$156,295$136,210$17,026iApproximate average salary by contribution assumption: employee only about $425,656 at 4% or $283,771 at 6%; with 50% employer match about $283,771 at 4% or $189,181 at 6%; with 100% employer match about $212,828 at 4% or $141,885 at 6%.
Toft Group 401 K Plan-8$156,295$136,210$17,026iApproximate average salary by contribution assumption: employee only about $425,656 at 4% or $283,771 at 6%; with 50% employer match about $283,771 at 4% or $189,181 at 6%; with 100% employer match about $212,828 at 4% or $141,885 at 6%.
201015$27,905$26,011$5,202iApproximate average salary by contribution assumption: employee only about $130,055 at 4% or $86,703 at 6%; with 50% employer match about $86,703 at 4% or $57,802 at 6%; with 100% employer match about $65,028 at 4% or $43,352 at 6%.
Toft Group 401 K Plan-5$27,905$26,011$5,202iApproximate average salary by contribution assumption: employee only about $130,055 at 4% or $86,703 at 6%; with 50% employer match about $86,703 at 4% or $57,802 at 6%; with 100% employer match about $65,028 at 4% or $43,352 at 6%.