Civic Intelligence

Thomas & Fees Pension Services Inc.

Plan context: Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan

EIN 33-0314667 • Tustin, CA • 13 filings • 1 plans

511 E. First Street, Suite CTustin, CA 92780
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$156,268

2017 Contributions

$28,260

Historical Graphs

Total Assets Over Time

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

$156,268$78,134$0200520112016YearValue
$156,268Latest year 2016

Participants Over Time

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

420200520112016YearValue
1Latest year 2016

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
201710$0$0-
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-0$0--
201611$156,268$0-
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-1$156,268$0-
201511$154,719$28,260$28,260iApproximate average salary by contribution assumption: employee only about $706,500 at 4% or $471,000 at 6%; with 50% employer match about $471,000 at 4% or $314,000 at 6%; with 100% employer match about $353,250 at 4% or $235,500 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-1$154,719$28,260$28,260iApproximate average salary by contribution assumption: employee only about $706,500 at 4% or $471,000 at 6%; with 50% employer match about $471,000 at 4% or $314,000 at 6%; with 100% employer match about $353,250 at 4% or $235,500 at 6%.
201411$125,105$102,612$102,612iApproximate average salary by contribution assumption: employee only about $2,565,300 at 4% or $1,710,200 at 6%; with 50% employer match about $1,710,200 at 4% or $1,140,133 at 6%; with 100% employer match about $1,282,650 at 4% or $855,100 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-1$125,105$102,612$102,612iApproximate average salary by contribution assumption: employee only about $2,565,300 at 4% or $1,710,200 at 6%; with 50% employer match about $1,710,200 at 4% or $1,140,133 at 6%; with 100% employer match about $1,282,650 at 4% or $855,100 at 6%.
201311$23,000$26,359$26,359iApproximate average salary by contribution assumption: employee only about $658,975 at 4% or $439,317 at 6%; with 50% employer match about $439,317 at 4% or $292,878 at 6%; with 100% employer match about $329,488 at 4% or $219,658 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-1$23,000$26,359$26,359iApproximate average salary by contribution assumption: employee only about $658,975 at 4% or $439,317 at 6%; with 50% employer match about $439,317 at 4% or $292,878 at 6%; with 100% employer match about $329,488 at 4% or $219,658 at 6%.
201212$35,332$5,892$2,946iApproximate average salary by contribution assumption: employee only about $73,650 at 4% or $49,100 at 6%; with 50% employer match about $49,100 at 4% or $32,733 at 6%; with 100% employer match about $36,825 at 4% or $24,550 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-2$35,332$5,892$2,946iApproximate average salary by contribution assumption: employee only about $73,650 at 4% or $49,100 at 6%; with 50% employer match about $49,100 at 4% or $32,733 at 6%; with 100% employer match about $36,825 at 4% or $24,550 at 6%.
201112$73,951$10,748$5,374iApproximate average salary by contribution assumption: employee only about $134,350 at 4% or $89,567 at 6%; with 50% employer match about $89,567 at 4% or $59,711 at 6%; with 100% employer match about $67,175 at 4% or $44,783 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-2$73,951$10,748$5,374iApproximate average salary by contribution assumption: employee only about $134,350 at 4% or $89,567 at 6%; with 50% employer match about $89,567 at 4% or $59,711 at 6%; with 100% employer match about $67,175 at 4% or $44,783 at 6%.
201012$63,195$15,132$7,566iApproximate average salary by contribution assumption: employee only about $189,150 at 4% or $126,100 at 6%; with 50% employer match about $126,100 at 4% or $84,067 at 6%; with 100% employer match about $94,575 at 4% or $63,050 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-2$63,195$15,132$7,566iApproximate average salary by contribution assumption: employee only about $189,150 at 4% or $126,100 at 6%; with 50% employer match about $126,100 at 4% or $84,067 at 6%; with 100% employer match about $94,575 at 4% or $63,050 at 6%.
200912$119,782$16,016$8,008iApproximate average salary by contribution assumption: employee only about $200,200 at 4% or $133,467 at 6%; with 50% employer match about $133,467 at 4% or $88,978 at 6%; with 100% employer match about $100,100 at 4% or $66,733 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-2$119,782$16,016$8,008iApproximate average salary by contribution assumption: employee only about $200,200 at 4% or $133,467 at 6%; with 50% employer match about $133,467 at 4% or $88,978 at 6%; with 100% employer match about $100,100 at 4% or $66,733 at 6%.
200812$103,154$17,785$8,893iApproximate average salary by contribution assumption: employee only about $222,313 at 4% or $148,208 at 6%; with 50% employer match about $148,208 at 4% or $98,806 at 6%; with 100% employer match about $111,156 at 4% or $74,104 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-2$103,154$17,785$8,893iApproximate average salary by contribution assumption: employee only about $222,313 at 4% or $148,208 at 6%; with 50% employer match about $148,208 at 4% or $98,806 at 6%; with 100% employer match about $111,156 at 4% or $74,104 at 6%.
200713$87,857$13,263$4,421iApproximate average salary by contribution assumption: employee only about $110,525 at 4% or $73,683 at 6%; with 50% employer match about $73,683 at 4% or $49,122 at 6%; with 100% employer match about $55,263 at 4% or $36,842 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-3$87,857$13,263$4,421iApproximate average salary by contribution assumption: employee only about $110,525 at 4% or $73,683 at 6%; with 50% employer match about $73,683 at 4% or $49,122 at 6%; with 100% employer match about $55,263 at 4% or $36,842 at 6%.
200614$99,465$16,410$4,103iApproximate average salary by contribution assumption: employee only about $102,563 at 4% or $68,375 at 6%; with 50% employer match about $68,375 at 4% or $45,583 at 6%; with 100% employer match about $51,281 at 4% or $34,188 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-4$99,465$16,410$4,103iApproximate average salary by contribution assumption: employee only about $102,563 at 4% or $68,375 at 6%; with 50% employer match about $68,375 at 4% or $45,583 at 6%; with 100% employer match about $51,281 at 4% or $34,188 at 6%.
200514$79,499$82,820$20,705iApproximate average salary by contribution assumption: employee only about $517,625 at 4% or $345,083 at 6%; with 50% employer match about $345,083 at 4% or $230,056 at 6%; with 100% employer match about $258,813 at 4% or $172,542 at 6%.
Thomas & Fees Pension Services Inc. 401K Profit Sharing Plan-4$79,499$82,820$20,705iApproximate average salary by contribution assumption: employee only about $517,625 at 4% or $345,083 at 6%; with 50% employer match about $345,083 at 4% or $230,056 at 6%; with 100% employer match about $258,813 at 4% or $172,542 at 6%.