Civic Intelligence

Tollefson Bradley Mitchell & Melendi LLP

Plan context: Tbmm 401(K) Plan

EIN 32-0164299 • Dallas, TX • 18 filings • 2 plans

2811 Mckinney Ave Ste 250Dallas, TX 75204-8545
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$4,428,662

2024 Contributions

$319,674

Historical Graphs

Total Assets Over Time

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

$4,428,662$2,214,331$0200820162024YearValue
$4,428,662Latest year 2024

Participants Over Time

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

24120200720162024YearValue
24Latest 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
2024124$4,428,662$319,674$13,320iApproximate average salary by contribution assumption: employee only about $332,994 at 4% or $221,996 at 6%; with 50% employer match about $221,996 at 4% or $147,997 at 6%; with 100% employer match about $166,497 at 4% or $110,998 at 6%.
Tbmm 401(K) Plan-24$4,428,662$319,674$13,320iApproximate average salary by contribution assumption: employee only about $332,994 at 4% or $221,996 at 6%; with 50% employer match about $221,996 at 4% or $147,997 at 6%; with 100% employer match about $166,497 at 4% or $110,998 at 6%.
2023122$3,927,072$342,982$15,590iApproximate average salary by contribution assumption: employee only about $389,752 at 4% or $259,835 at 6%; with 50% employer match about $259,835 at 4% or $173,223 at 6%; with 100% employer match about $194,876 at 4% or $129,917 at 6%.
Tbmm 401(K) Plan-22$3,927,072$342,982$15,590iApproximate average salary by contribution assumption: employee only about $389,752 at 4% or $259,835 at 6%; with 50% employer match about $259,835 at 4% or $173,223 at 6%; with 100% employer match about $194,876 at 4% or $129,917 at 6%.
2022121$2,995,178$259,072$12,337iApproximate average salary by contribution assumption: employee only about $308,419 at 4% or $205,613 at 6%; with 50% employer match about $205,613 at 4% or $137,075 at 6%; with 100% employer match about $154,210 at 4% or $102,806 at 6%.
Tbmm 401(K) Plan-21$2,995,178$259,072$12,337iApproximate average salary by contribution assumption: employee only about $308,419 at 4% or $205,613 at 6%; with 50% employer match about $205,613 at 4% or $137,075 at 6%; with 100% employer match about $154,210 at 4% or $102,806 at 6%.
2021117$3,392,694$291,884$17,170iApproximate average salary by contribution assumption: employee only about $429,241 at 4% or $286,161 at 6%; with 50% employer match about $286,161 at 4% or $190,774 at 6%; with 100% employer match about $214,621 at 4% or $143,080 at 6%.
Tbmm 401(K) Plan-17$3,392,694$291,884$17,170iApproximate average salary by contribution assumption: employee only about $429,241 at 4% or $286,161 at 6%; with 50% employer match about $286,161 at 4% or $190,774 at 6%; with 100% employer match about $214,621 at 4% or $143,080 at 6%.
2020119$2,882,249$197,263$10,382iApproximate average salary by contribution assumption: employee only about $259,557 at 4% or $173,038 at 6%; with 50% employer match about $173,038 at 4% or $115,358 at 6%; with 100% employer match about $129,778 at 4% or $86,519 at 6%.
Tbmm 401(K) Plan-19$2,882,249$197,263$10,382iApproximate average salary by contribution assumption: employee only about $259,557 at 4% or $173,038 at 6%; with 50% employer match about $173,038 at 4% or $115,358 at 6%; with 100% employer match about $129,778 at 4% or $86,519 at 6%.
2019118$2,295,838$190,364$10,576iApproximate average salary by contribution assumption: employee only about $264,394 at 4% or $176,263 at 6%; with 50% employer match about $176,263 at 4% or $117,509 at 6%; with 100% employer match about $132,197 at 4% or $88,131 at 6%.
Tbmm 401(K) Plan-18$2,295,838$190,364$10,576iApproximate average salary by contribution assumption: employee only about $264,394 at 4% or $176,263 at 6%; with 50% employer match about $176,263 at 4% or $117,509 at 6%; with 100% employer match about $132,197 at 4% or $88,131 at 6%.
2018117$1,733,616$172,034$10,120iApproximate average salary by contribution assumption: employee only about $252,991 at 4% or $168,661 at 6%; with 50% employer match about $168,661 at 4% or $112,441 at 6%; with 100% employer match about $126,496 at 4% or $84,330 at 6%.
Tbmm 401(K) Plan-17$1,733,616$172,034$10,120iApproximate average salary by contribution assumption: employee only about $252,991 at 4% or $168,661 at 6%; with 50% employer match about $168,661 at 4% or $112,441 at 6%; with 100% employer match about $126,496 at 4% or $84,330 at 6%.
2017115$1,723,432$145,675$9,712iApproximate average salary by contribution assumption: employee only about $242,792 at 4% or $161,861 at 6%; with 50% employer match about $161,861 at 4% or $107,907 at 6%; with 100% employer match about $121,396 at 4% or $80,931 at 6%.
Tbmm 401(K) Plan-15$1,723,432$145,675$9,712iApproximate average salary by contribution assumption: employee only about $242,792 at 4% or $161,861 at 6%; with 50% employer match about $161,861 at 4% or $107,907 at 6%; with 100% employer match about $121,396 at 4% or $80,931 at 6%.
2016111$1,391,923$586,574$53,325iApproximate average salary by contribution assumption: employee only about $1,333,123 at 4% or $888,748 at 6%; with 50% employer match about $888,748 at 4% or $592,499 at 6%; with 100% employer match about $666,561 at 4% or $444,374 at 6%.
Tbmm 401(K) Plan-11$1,391,923$586,574$53,325iApproximate average salary by contribution assumption: employee only about $1,333,123 at 4% or $888,748 at 6%; with 50% employer match about $888,748 at 4% or $592,499 at 6%; with 100% employer match about $666,561 at 4% or $444,374 at 6%.
2015111$767,614$103,708$9,428iApproximate average salary by contribution assumption: employee only about $235,700 at 4% or $157,133 at 6%; with 50% employer match about $157,133 at 4% or $104,756 at 6%; with 100% employer match about $117,850 at 4% or $78,567 at 6%.
Tbmm 401(K) Plan-11$767,614$103,708$9,428iApproximate average salary by contribution assumption: employee only about $235,700 at 4% or $157,133 at 6%; with 50% employer match about $157,133 at 4% or $104,756 at 6%; with 100% employer match about $117,850 at 4% or $78,567 at 6%.
2014110$933,481$99,456$9,946iApproximate average salary by contribution assumption: employee only about $248,640 at 4% or $165,760 at 6%; with 50% employer match about $165,760 at 4% or $110,507 at 6%; with 100% employer match about $124,320 at 4% or $82,880 at 6%.
Tbmm 401(K) Plan-10$933,481$99,456$9,946iApproximate average salary by contribution assumption: employee only about $248,640 at 4% or $165,760 at 6%; with 50% employer match about $165,760 at 4% or $110,507 at 6%; with 100% employer match about $124,320 at 4% or $82,880 at 6%.
2013110$785,615$128,001$12,800iApproximate average salary by contribution assumption: employee only about $320,003 at 4% or $213,335 at 6%; with 50% employer match about $213,335 at 4% or $142,223 at 6%; with 100% employer match about $160,001 at 4% or $106,668 at 6%.
Tbmm 401(K) Plan-10$785,615$128,001$12,800iApproximate average salary by contribution assumption: employee only about $320,003 at 4% or $213,335 at 6%; with 50% employer match about $213,335 at 4% or $142,223 at 6%; with 100% employer match about $160,001 at 4% or $106,668 at 6%.
2012110$550,766$152,966$15,297iApproximate average salary by contribution assumption: employee only about $382,415 at 4% or $254,943 at 6%; with 50% employer match about $254,943 at 4% or $169,962 at 6%; with 100% employer match about $191,208 at 4% or $127,472 at 6%.
Tbmm 401(K) Plan-10$550,766$152,966$15,297iApproximate average salary by contribution assumption: employee only about $382,415 at 4% or $254,943 at 6%; with 50% employer match about $254,943 at 4% or $169,962 at 6%; with 100% employer match about $191,208 at 4% or $127,472 at 6%.
2011110$448,953$111,373$11,137iApproximate average salary by contribution assumption: employee only about $278,433 at 4% or $185,622 at 6%; with 50% employer match about $185,622 at 4% or $123,748 at 6%; with 100% employer match about $139,216 at 4% or $92,811 at 6%.
Tbmm 401(K) Plan-10$448,953$111,373$11,137iApproximate average salary by contribution assumption: employee only about $278,433 at 4% or $185,622 at 6%; with 50% employer match about $185,622 at 4% or $123,748 at 6%; with 100% employer match about $139,216 at 4% or $92,811 at 6%.
2010111$369,244$96,940$8,813iApproximate average salary by contribution assumption: employee only about $220,318 at 4% or $146,879 at 6%; with 50% employer match about $146,879 at 4% or $97,919 at 6%; with 100% employer match about $110,159 at 4% or $73,439 at 6%.
Tbmm 401(K) Plan-11$369,244$96,940$8,813iApproximate average salary by contribution assumption: employee only about $220,318 at 4% or $146,879 at 6%; with 50% employer match about $146,879 at 4% or $97,919 at 6%; with 100% employer match about $110,159 at 4% or $73,439 at 6%.
2009110$236,744$50,637$5,064iApproximate average salary by contribution assumption: employee only about $126,593 at 4% or $84,395 at 6%; with 50% employer match about $84,395 at 4% or $56,263 at 6%; with 100% employer match about $63,296 at 4% or $42,198 at 6%.
Tbmm 401(K) Plan-10$236,744$50,637$5,064iApproximate average salary by contribution assumption: employee only about $126,593 at 4% or $84,395 at 6%; with 50% employer match about $84,395 at 4% or $56,263 at 6%; with 100% employer match about $63,296 at 4% or $42,198 at 6%.
200816$142,354$59,131$9,855iApproximate average salary by contribution assumption: employee only about $246,379 at 4% or $164,253 at 6%; with 50% employer match about $164,253 at 4% or $109,502 at 6%; with 100% employer match about $123,190 at 4% or $82,126 at 6%.
Tbmm 401(K) Plan-6$142,354$59,131$9,855iApproximate average salary by contribution assumption: employee only about $246,379 at 4% or $164,253 at 6%; with 50% employer match about $164,253 at 4% or $109,502 at 6%; with 100% employer match about $123,190 at 4% or $82,126 at 6%.
200718$0$0-
Tbmm 401(K) Plan-8---