Civic Intelligence

Timothy W. Tuttle & Associates, Ac

Plan context: TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN

EIN 33-0057085 • San Juan Capistrano, CA • 24 filings • 6 plans

31351 Rancho Viejo Road, Suite 103San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$2,574,295

2022 Contributions

$52,000

Historical Graphs

Total Assets Over Time

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

$2,574,295$1,287,148$0200020112021YearValue
$2,574,295Latest year 2021

Participants Over Time

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

740200020112021YearValue
5Latest year 2021

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
202210$0$0-
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-0$0$0-
202115$2,574,295$52,000$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-5$2,574,295$52,000$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
202016$2,481,347$77,500$12,917iApproximate average salary by contribution assumption: employee only about $322,917 at 4% or $215,278 at 6%; with 50% employer match about $215,278 at 4% or $143,519 at 6%; with 100% employer match about $161,458 at 4% or $107,639 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-6$2,481,347$77,500$12,917iApproximate average salary by contribution assumption: employee only about $322,917 at 4% or $215,278 at 6%; with 50% employer match about $215,278 at 4% or $143,519 at 6%; with 100% employer match about $161,458 at 4% or $107,639 at 6%.
201916$2,271,533$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-6$2,271,533$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201816$1,944,530$81,058$13,510iApproximate average salary by contribution assumption: employee only about $337,742 at 4% or $225,161 at 6%; with 50% employer match about $225,161 at 4% or $150,107 at 6%; with 100% employer match about $168,871 at 4% or $112,581 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-6$1,944,530$81,058$13,510iApproximate average salary by contribution assumption: employee only about $337,742 at 4% or $225,161 at 6%; with 50% employer match about $225,161 at 4% or $150,107 at 6%; with 100% employer match about $168,871 at 4% or $112,581 at 6%.
201717$2,105,795$72,000$10,286iApproximate average salary by contribution assumption: employee only about $257,143 at 4% or $171,429 at 6%; with 50% employer match about $171,429 at 4% or $114,286 at 6%; with 100% employer match about $128,571 at 4% or $85,714 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-7$2,105,795$72,000$10,286iApproximate average salary by contribution assumption: employee only about $257,143 at 4% or $171,429 at 6%; with 50% employer match about $171,429 at 4% or $114,286 at 6%; with 100% employer match about $128,571 at 4% or $85,714 at 6%.
201617$1,844,361$71,250$10,179iApproximate average salary by contribution assumption: employee only about $254,464 at 4% or $169,643 at 6%; with 50% employer match about $169,643 at 4% or $113,095 at 6%; with 100% employer match about $127,232 at 4% or $84,821 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-7$1,844,361$71,250$10,179iApproximate average salary by contribution assumption: employee only about $254,464 at 4% or $169,643 at 6%; with 50% employer match about $169,643 at 4% or $113,095 at 6%; with 100% employer match about $127,232 at 4% or $84,821 at 6%.
201517$1,668,540$58,900$8,414iApproximate average salary by contribution assumption: employee only about $210,357 at 4% or $140,238 at 6%; with 50% employer match about $140,238 at 4% or $93,492 at 6%; with 100% employer match about $105,179 at 4% or $70,119 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-7$1,668,540$58,900$8,414iApproximate average salary by contribution assumption: employee only about $210,357 at 4% or $140,238 at 6%; with 50% employer match about $140,238 at 4% or $93,492 at 6%; with 100% employer match about $105,179 at 4% or $70,119 at 6%.
201417$1,712,611$146,518$20,931iApproximate average salary by contribution assumption: employee only about $523,279 at 4% or $348,852 at 6%; with 50% employer match about $348,852 at 4% or $232,568 at 6%; with 100% employer match about $261,639 at 4% or $174,426 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-7$1,712,611$146,518$20,931iApproximate average salary by contribution assumption: employee only about $523,279 at 4% or $348,852 at 6%; with 50% employer match about $348,852 at 4% or $232,568 at 6%; with 100% employer match about $261,639 at 4% or $174,426 at 6%.
201316$1,566,708$173,443$28,907iApproximate average salary by contribution assumption: employee only about $722,679 at 4% or $481,786 at 6%; with 50% employer match about $481,786 at 4% or $321,191 at 6%; with 100% employer match about $361,340 at 4% or $240,893 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-6$1,566,708$173,443$28,907iApproximate average salary by contribution assumption: employee only about $722,679 at 4% or $481,786 at 6%; with 50% employer match about $481,786 at 4% or $321,191 at 6%; with 100% employer match about $361,340 at 4% or $240,893 at 6%.
201216$1,197,604$142,862$23,810iApproximate average salary by contribution assumption: employee only about $595,258 at 4% or $396,839 at 6%; with 50% employer match about $396,839 at 4% or $264,559 at 6%; with 100% employer match about $297,629 at 4% or $198,419 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-6$1,197,604$142,862$23,810iApproximate average salary by contribution assumption: employee only about $595,258 at 4% or $396,839 at 6%; with 50% employer match about $396,839 at 4% or $264,559 at 6%; with 100% employer match about $297,629 at 4% or $198,419 at 6%.
201116$927,097$33,896$5,649iApproximate average salary by contribution assumption: employee only about $141,233 at 4% or $94,156 at 6%; with 50% employer match about $94,156 at 4% or $62,770 at 6%; with 100% employer match about $70,617 at 4% or $47,078 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-6$927,097$33,896$5,649iApproximate average salary by contribution assumption: employee only about $141,233 at 4% or $94,156 at 6%; with 50% employer match about $94,156 at 4% or $62,770 at 6%; with 100% employer match about $70,617 at 4% or $47,078 at 6%.
201017$950,629$33,108$4,730iApproximate average salary by contribution assumption: employee only about $118,243 at 4% or $78,829 at 6%; with 50% employer match about $78,829 at 4% or $52,552 at 6%; with 100% employer match about $59,121 at 4% or $39,414 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-7$950,629$33,108$4,730iApproximate average salary by contribution assumption: employee only about $118,243 at 4% or $78,829 at 6%; with 50% employer match about $78,829 at 4% or $52,552 at 6%; with 100% employer match about $59,121 at 4% or $39,414 at 6%.
200917$785,317$30,862$4,409iApproximate average salary by contribution assumption: employee only about $110,221 at 4% or $73,481 at 6%; with 50% employer match about $73,481 at 4% or $48,987 at 6%; with 100% employer match about $55,111 at 4% or $36,740 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401(K) PROFIT SHARING PLAN-7$785,317$30,862$4,409iApproximate average salary by contribution assumption: employee only about $110,221 at 4% or $73,481 at 6%; with 50% employer match about $73,481 at 4% or $48,987 at 6%; with 100% employer match about $55,111 at 4% or $36,740 at 6%.
200816$592,564$44,633$7,439iApproximate average salary by contribution assumption: employee only about $185,971 at 4% or $123,981 at 6%; with 50% employer match about $123,981 at 4% or $82,654 at 6%; with 100% employer match about $92,985 at 4% or $61,990 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401K PROFIT SHARING PLAN-6$592,564$44,633$7,439iApproximate average salary by contribution assumption: employee only about $185,971 at 4% or $123,981 at 6%; with 50% employer match about $123,981 at 4% or $82,654 at 6%; with 100% employer match about $92,985 at 4% or $61,990 at 6%.
200716$0$0-
TIMOTHY W. TUTTLE & ASSOCIATES, AAC 401K PROFIT SHARING PLAN-6---
200626$776,294$697,821$116,304iApproximate average salary by contribution assumption: employee only about $2,907,588 at 4% or $1,938,392 at 6%; with 50% employer match about $1,938,392 at 4% or $1,292,261 at 6%; with 100% employer match about $1,453,794 at 4% or $969,196 at 6%.
TIMOTHY W. TUTTLE & ASSOCIATES, A.C.C. PROFIT SHARING PLAN-6$776,294$697,821$116,304iApproximate average salary by contribution assumption: employee only about $2,907,588 at 4% or $1,938,392 at 6%; with 50% employer match about $1,938,392 at 4% or $1,292,261 at 6%; with 100% employer match about $1,453,794 at 4% or $969,196 at 6%.
Timothy W. Tuttle & Associates, Aac Defined Benefit Pension Plan-0---
200515$666,828$97,742$19,548iApproximate average salary by contribution assumption: employee only about $488,710 at 4% or $325,807 at 6%; with 50% employer match about $325,807 at 4% or $217,204 at 6%; with 100% employer match about $244,355 at 4% or $162,903 at 6%.
Timothy W. Tuttle & Associates, Aac Defined Benefit Pension Plan-5$666,828$97,742$19,548iApproximate average salary by contribution assumption: employee only about $488,710 at 4% or $325,807 at 6%; with 50% employer match about $325,807 at 4% or $217,204 at 6%; with 100% employer match about $244,355 at 4% or $162,903 at 6%.
200415$519,020$82,688$16,538iApproximate average salary by contribution assumption: employee only about $413,440 at 4% or $275,627 at 6%; with 50% employer match about $275,627 at 4% or $183,751 at 6%; with 100% employer match about $206,720 at 4% or $137,813 at 6%.
Timothy W. Tuttle & Associates, Aac Defined Benefit Pension Plan-5$519,020$82,688$16,538iApproximate average salary by contribution assumption: employee only about $413,440 at 4% or $275,627 at 6%; with 50% employer match about $275,627 at 4% or $183,751 at 6%; with 100% employer match about $206,720 at 4% or $137,813 at 6%.
200315$369,662$75,227$15,045iApproximate average salary by contribution assumption: employee only about $376,135 at 4% or $250,757 at 6%; with 50% employer match about $250,757 at 4% or $167,171 at 6%; with 100% employer match about $188,068 at 4% or $125,378 at 6%.
Timothy W. Tuttle & Associates, Aac Defined Benefit Pension Plan-5$369,662$75,227$15,045iApproximate average salary by contribution assumption: employee only about $376,135 at 4% or $250,757 at 6%; with 50% employer match about $250,757 at 4% or $167,171 at 6%; with 100% employer match about $188,068 at 4% or $125,378 at 6%.
200214$215,531$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Timothy W. Tuttle & Associates, Aac Defined Benefit Pension Plan-4$215,531$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200114$166,785$86,935$21,734iApproximate average salary by contribution assumption: employee only about $543,344 at 4% or $362,229 at 6%; with 50% employer match about $362,229 at 4% or $241,486 at 6%; with 100% employer match about $271,672 at 4% or $181,115 at 6%.
Timothy W. Tuttle & Associates, Aac Defined Benefit Pension Plan-4$166,785$86,935$21,734iApproximate average salary by contribution assumption: employee only about $543,344 at 4% or $362,229 at 6%; with 50% employer match about $362,229 at 4% or $241,486 at 6%; with 100% employer match about $271,672 at 4% or $181,115 at 6%.
200015$83,242$82,933$16,587iApproximate average salary by contribution assumption: employee only about $414,665 at 4% or $276,443 at 6%; with 50% employer match about $276,443 at 4% or $184,296 at 6%; with 100% employer match about $207,332 at 4% or $138,222 at 6%.
Timothy W. Tuttle & Associates, Aac Defined Benefit Pension Plan-5$83,242$82,933$16,587iApproximate average salary by contribution assumption: employee only about $414,665 at 4% or $276,443 at 6%; with 50% employer match about $276,443 at 4% or $184,296 at 6%; with 100% employer match about $207,332 at 4% or $138,222 at 6%.