Civic Intelligence

Tamalpais Trust

Plan context: Tamalpais Trust 401(K) Profit Sharing Plan

EIN 30-6270761 • San Rafael, CA • 11 filings • 2 plans

PO Box 151048San Rafael, CA 94915
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$633,651

2024 Contributions

$54,793

Historical Graphs

Total Assets Over Time

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

$1,204,100$602,050$0201520202024YearValue
$633,651Latest year 2024

Participants Over Time

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

420201520202024YearValue
3Latest year 2024

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
202413$633,651$54,793$18,264iApproximate average salary by contribution assumption: employee only about $456,608 at 4% or $304,406 at 6%; with 50% employer match about $304,406 at 4% or $202,937 at 6%; with 100% employer match about $228,304 at 4% or $152,203 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-3$633,651$54,793$18,264iApproximate average salary by contribution assumption: employee only about $456,608 at 4% or $304,406 at 6%; with 50% employer match about $304,406 at 4% or $202,937 at 6%; with 100% employer match about $228,304 at 4% or $152,203 at 6%.
202314$527,128$68,432$17,108iApproximate average salary by contribution assumption: employee only about $427,700 at 4% or $285,133 at 6%; with 50% employer match about $285,133 at 4% or $190,089 at 6%; with 100% employer match about $213,850 at 4% or $142,567 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-4$527,128$68,432$17,108iApproximate average salary by contribution assumption: employee only about $427,700 at 4% or $285,133 at 6%; with 50% employer match about $285,133 at 4% or $190,089 at 6%; with 100% employer match about $213,850 at 4% or $142,567 at 6%.
202224$1,204,100$1,340,562$335,141iApproximate average salary by contribution assumption: employee only about $8,378,513 at 4% or $5,585,675 at 6%; with 50% employer match about $5,585,675 at 4% or $3,723,783 at 6%; with 100% employer match about $4,189,256 at 4% or $2,792,838 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-4$602,050$670,281$167,570iApproximate average salary by contribution assumption: employee only about $4,189,256 at 4% or $2,792,838 at 6%; with 50% employer match about $2,792,838 at 4% or $1,861,892 at 6%; with 100% employer match about $2,094,628 at 4% or $1,396,419 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-4$602,050$670,281$167,570iApproximate average salary by contribution assumption: employee only about $4,189,256 at 4% or $2,792,838 at 6%; with 50% employer match about $2,792,838 at 4% or $1,861,892 at 6%; with 100% employer match about $2,094,628 at 4% or $1,396,419 at 6%.
202114$184,110$68,904$17,226iApproximate average salary by contribution assumption: employee only about $430,650 at 4% or $287,100 at 6%; with 50% employer match about $287,100 at 4% or $191,400 at 6%; with 100% employer match about $215,325 at 4% or $143,550 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-4$184,110$68,904$17,226iApproximate average salary by contribution assumption: employee only about $430,650 at 4% or $287,100 at 6%; with 50% employer match about $287,100 at 4% or $191,400 at 6%; with 100% employer match about $215,325 at 4% or $143,550 at 6%.
202012$473,192$66,949$33,475iApproximate average salary by contribution assumption: employee only about $836,863 at 4% or $557,908 at 6%; with 50% employer match about $557,908 at 4% or $371,939 at 6%; with 100% employer match about $418,431 at 4% or $278,954 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-2$473,192$66,949$33,475iApproximate average salary by contribution assumption: employee only about $836,863 at 4% or $557,908 at 6%; with 50% employer match about $557,908 at 4% or $371,939 at 6%; with 100% employer match about $418,431 at 4% or $278,954 at 6%.
201912$340,857$62,013$31,007iApproximate average salary by contribution assumption: employee only about $775,163 at 4% or $516,775 at 6%; with 50% employer match about $516,775 at 4% or $344,517 at 6%; with 100% employer match about $387,581 at 4% or $258,388 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-2$340,857$62,013$31,007iApproximate average salary by contribution assumption: employee only about $775,163 at 4% or $516,775 at 6%; with 50% employer match about $516,775 at 4% or $344,517 at 6%; with 100% employer match about $387,581 at 4% or $258,388 at 6%.
201812$240,024$50,836$25,418iApproximate average salary by contribution assumption: employee only about $635,450 at 4% or $423,633 at 6%; with 50% employer match about $423,633 at 4% or $282,422 at 6%; with 100% employer match about $317,725 at 4% or $211,817 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-2$240,024$50,836$25,418iApproximate average salary by contribution assumption: employee only about $635,450 at 4% or $423,633 at 6%; with 50% employer match about $423,633 at 4% or $282,422 at 6%; with 100% employer match about $317,725 at 4% or $211,817 at 6%.
201712$194,961$49,810$24,905iApproximate average salary by contribution assumption: employee only about $622,625 at 4% or $415,083 at 6%; with 50% employer match about $415,083 at 4% or $276,722 at 6%; with 100% employer match about $311,313 at 4% or $207,542 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-2$194,961$49,810$24,905iApproximate average salary by contribution assumption: employee only about $622,625 at 4% or $415,083 at 6%; with 50% employer match about $415,083 at 4% or $276,722 at 6%; with 100% employer match about $311,313 at 4% or $207,542 at 6%.
201612$129,340$98,349$49,175iApproximate average salary by contribution assumption: employee only about $1,229,363 at 4% or $819,575 at 6%; with 50% employer match about $819,575 at 4% or $546,383 at 6%; with 100% employer match about $614,681 at 4% or $409,788 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-2$129,340$98,349$49,175iApproximate average salary by contribution assumption: employee only about $1,229,363 at 4% or $819,575 at 6%; with 50% employer match about $819,575 at 4% or $546,383 at 6%; with 100% employer match about $614,681 at 4% or $409,788 at 6%.
201511$27,818$27,958$27,958iApproximate average salary by contribution assumption: employee only about $698,950 at 4% or $465,967 at 6%; with 50% employer match about $465,967 at 4% or $310,644 at 6%; with 100% employer match about $349,475 at 4% or $232,983 at 6%.
Tamalpais Trust 401(K) Profit Sharing Plan-1$27,818$27,958$27,958iApproximate average salary by contribution assumption: employee only about $698,950 at 4% or $465,967 at 6%; with 50% employer match about $465,967 at 4% or $310,644 at 6%; with 100% employer match about $349,475 at 4% or $232,983 at 6%.
Tamalpais Trust | EIN 30-6270761 | 2024 Form 5500 Company Profile