Tidwell Group LLC
Plan context: Tidwell Group LLC 401(K) Plan
EIN 27-1490692 • Birmingham, AL • 20 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
160
2024 Assets
$11,638,987
2024 Contributions
$888,472
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 | 0 | $0 | $888,472 | - |
| Tidwell Group LLC 401(K) Plan | - | 0 | - | $888,472 | - |
| 2023 | 2 | 160 | $11,638,987 | $2,140,717 | $13,379iApproximate average salary by contribution assumption: employee only about $334,487 at 4% or $222,991 at 6%; with 50% employer match about $222,991 at 4% or $148,661 at 6%; with 100% employer match about $167,244 at 4% or $111,496 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 160 | $11,638,987 | $2,140,717 | $13,379iApproximate average salary by contribution assumption: employee only about $334,487 at 4% or $222,991 at 6%; with 50% employer match about $222,991 at 4% or $148,661 at 6%; with 100% employer match about $167,244 at 4% or $111,496 at 6%. |
| Tidwell Group LLC Employee Benefits Plan | - | 156 | - | - | - |
| 2022 | 2 | 156 | $8,293,054 | $2,172,998 | $13,929iApproximate average salary by contribution assumption: employee only about $348,237 at 4% or $232,158 at 6%; with 50% employer match about $232,158 at 4% or $154,772 at 6%; with 100% employer match about $174,118 at 4% or $116,079 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 140 | $8,293,054 | $2,172,998 | $15,521iApproximate average salary by contribution assumption: employee only about $388,035 at 4% or $258,690 at 6%; with 50% employer match about $258,690 at 4% or $172,460 at 6%; with 100% employer match about $194,018 at 4% or $129,345 at 6%. |
| Tidwell Group LLC Employee Benefits Plan | - | 156 | - | - | - |
| 2021 | 2 | 158 | $8,153,969 | $1,538,395 | $9,737iApproximate average salary by contribution assumption: employee only about $243,417 at 4% or $162,278 at 6%; with 50% employer match about $162,278 at 4% or $108,185 at 6%; with 100% employer match about $121,708 at 4% or $81,139 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 136 | $8,153,969 | $1,538,395 | $11,312iApproximate average salary by contribution assumption: employee only about $282,793 at 4% or $188,529 at 6%; with 50% employer match about $188,529 at 4% or $125,686 at 6%; with 100% employer match about $141,397 at 4% or $94,264 at 6%. |
| Tidwell Group LLC Employee Benefits Plan | - | 158 | - | - | - |
| 2020 | 1 | 109 | $5,796,570 | $1,596,637 | $14,648iApproximate average salary by contribution assumption: employee only about $366,201 at 4% or $244,134 at 6%; with 50% employer match about $244,134 at 4% or $162,756 at 6%; with 100% employer match about $183,101 at 4% or $122,067 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 109 | $5,796,570 | $1,596,637 | $14,648iApproximate average salary by contribution assumption: employee only about $366,201 at 4% or $244,134 at 6%; with 50% employer match about $244,134 at 4% or $162,756 at 6%; with 100% employer match about $183,101 at 4% or $122,067 at 6%. |
| 2019 | 2 | 125 | $3,545,040 | $1,562,850 | $12,503iApproximate average salary by contribution assumption: employee only about $312,570 at 4% or $208,380 at 6%; with 50% employer match about $208,380 at 4% or $138,920 at 6%; with 100% employer match about $156,285 at 4% or $104,190 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 125 | $3,545,040 | $1,562,850 | $12,503iApproximate average salary by contribution assumption: employee only about $312,570 at 4% or $208,380 at 6%; with 50% employer match about $208,380 at 4% or $138,920 at 6%; with 100% employer match about $156,285 at 4% or $104,190 at 6%. |
| TIDWELL GROUP, LLC PLAN 520 | - | 0 | - | - | - |
| 2018 | 1 | 86 | $1,737,504 | $668,677 | $7,775iApproximate average salary by contribution assumption: employee only about $194,383 at 4% or $129,589 at 6%; with 50% employer match about $129,589 at 4% or $86,392 at 6%; with 100% employer match about $97,191 at 4% or $64,794 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 86 | $1,737,504 | $668,677 | $7,775iApproximate average salary by contribution assumption: employee only about $194,383 at 4% or $129,589 at 6%; with 50% employer match about $129,589 at 4% or $86,392 at 6%; with 100% employer match about $97,191 at 4% or $64,794 at 6%. |
| 2017 | 1 | 77 | $1,305,716 | $361,055 | $4,689iApproximate average salary by contribution assumption: employee only about $117,226 at 4% or $78,150 at 6%; with 50% employer match about $78,150 at 4% or $52,100 at 6%; with 100% employer match about $58,613 at 4% or $39,075 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 77 | $1,305,716 | $361,055 | $4,689iApproximate average salary by contribution assumption: employee only about $117,226 at 4% or $78,150 at 6%; with 50% employer match about $78,150 at 4% or $52,100 at 6%; with 100% employer match about $58,613 at 4% or $39,075 at 6%. |
| 2016 | 1 | 58 | $1,944,780 | $169,436 | $2,921iApproximate average salary by contribution assumption: employee only about $73,033 at 4% or $48,689 at 6%; with 50% employer match about $48,689 at 4% or $32,459 at 6%; with 100% employer match about $36,516 at 4% or $24,344 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 58 | $1,944,780 | $169,436 | $2,921iApproximate average salary by contribution assumption: employee only about $73,033 at 4% or $48,689 at 6%; with 50% employer match about $48,689 at 4% or $32,459 at 6%; with 100% employer match about $36,516 at 4% or $24,344 at 6%. |
| 2015 | 1 | 46 | $1,915,011 | $91,478 | $1,989iApproximate average salary by contribution assumption: employee only about $49,716 at 4% or $33,144 at 6%; with 50% employer match about $33,144 at 4% or $22,096 at 6%; with 100% employer match about $24,858 at 4% or $16,572 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 46 | $1,915,011 | $91,478 | $1,989iApproximate average salary by contribution assumption: employee only about $49,716 at 4% or $33,144 at 6%; with 50% employer match about $33,144 at 4% or $22,096 at 6%; with 100% employer match about $24,858 at 4% or $16,572 at 6%. |
| 2014 | 1 | 42 | $1,929,835 | $85,564 | $2,037iApproximate average salary by contribution assumption: employee only about $50,931 at 4% or $33,954 at 6%; with 50% employer match about $33,954 at 4% or $22,636 at 6%; with 100% employer match about $25,465 at 4% or $16,977 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 42 | $1,929,835 | $85,564 | $2,037iApproximate average salary by contribution assumption: employee only about $50,931 at 4% or $33,954 at 6%; with 50% employer match about $33,954 at 4% or $22,636 at 6%; with 100% employer match about $25,465 at 4% or $16,977 at 6%. |
| 2013 | 1 | 42 | $2,279,684 | $109,413 | $2,605iApproximate average salary by contribution assumption: employee only about $65,127 at 4% or $43,418 at 6%; with 50% employer match about $43,418 at 4% or $28,945 at 6%; with 100% employer match about $32,563 at 4% or $21,709 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 42 | $2,279,684 | $109,413 | $2,605iApproximate average salary by contribution assumption: employee only about $65,127 at 4% or $43,418 at 6%; with 50% employer match about $43,418 at 4% or $28,945 at 6%; with 100% employer match about $32,563 at 4% or $21,709 at 6%. |
| 2012 | 1 | 47 | $1,902,920 | $101,004 | $2,149iApproximate average salary by contribution assumption: employee only about $53,726 at 4% or $35,817 at 6%; with 50% employer match about $35,817 at 4% or $23,878 at 6%; with 100% employer match about $26,863 at 4% or $17,909 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 47 | $1,902,920 | $101,004 | $2,149iApproximate average salary by contribution assumption: employee only about $53,726 at 4% or $35,817 at 6%; with 50% employer match about $35,817 at 4% or $23,878 at 6%; with 100% employer match about $26,863 at 4% or $17,909 at 6%. |
| 2011 | 1 | 71 | $1,849,880 | $180,491 | $2,542iApproximate average salary by contribution assumption: employee only about $63,553 at 4% or $42,369 at 6%; with 50% employer match about $42,369 at 4% or $28,246 at 6%; with 100% employer match about $31,777 at 4% or $21,184 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 71 | $1,849,880 | $180,491 | $2,542iApproximate average salary by contribution assumption: employee only about $63,553 at 4% or $42,369 at 6%; with 50% employer match about $42,369 at 4% or $28,246 at 6%; with 100% employer match about $31,777 at 4% or $21,184 at 6%. |
| 2010 | 1 | 65 | $2,065,703 | $271,110 | $4,171iApproximate average salary by contribution assumption: employee only about $104,273 at 4% or $69,515 at 6%; with 50% employer match about $69,515 at 4% or $46,344 at 6%; with 100% employer match about $52,137 at 4% or $34,758 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 65 | $2,065,703 | $271,110 | $4,171iApproximate average salary by contribution assumption: employee only about $104,273 at 4% or $69,515 at 6%; with 50% employer match about $69,515 at 4% or $46,344 at 6%; with 100% employer match about $52,137 at 4% or $34,758 at 6%. |
| 2009 | 1 | 40 | $2,152,113 | $156,289 | $3,907iApproximate average salary by contribution assumption: employee only about $97,681 at 4% or $65,120 at 6%; with 50% employer match about $65,120 at 4% or $43,414 at 6%; with 100% employer match about $48,840 at 4% or $32,560 at 6%. |
| Tidwell Group LLC 401(K) Plan | - | 40 | $2,152,113 | $156,289 | $3,907iApproximate average salary by contribution assumption: employee only about $97,681 at 4% or $65,120 at 6%; with 50% employer match about $65,120 at 4% or $43,414 at 6%; with 100% employer match about $48,840 at 4% or $32,560 at 6%. |