The Financial Team Inc.
Plan context: Tft 401K Savings Plan
EIN 33-0796154 • Carlsbad, CA • 14 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
5
2017 Assets
$1,304,489
2017 Contributions
$32,965
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $32,965 | - |
| Tft 401K Savings Plan | - | 0 | $0 | $32,965 | - |
| 2016 | 1 | 5 | $1,304,489 | $61,587 | $12,317iApproximate average salary by contribution assumption: employee only about $307,935 at 4% or $205,290 at 6%; with 50% employer match about $205,290 at 4% or $136,860 at 6%; with 100% employer match about $153,968 at 4% or $102,645 at 6%. |
| Tft 401K Savings Plan | - | 5 | $1,304,489 | $61,587 | $12,317iApproximate average salary by contribution assumption: employee only about $307,935 at 4% or $205,290 at 6%; with 50% employer match about $205,290 at 4% or $136,860 at 6%; with 100% employer match about $153,968 at 4% or $102,645 at 6%. |
| 2015 | 1 | 5 | $1,197,515 | $132,046 | $26,409iApproximate average salary by contribution assumption: employee only about $660,230 at 4% or $440,153 at 6%; with 50% employer match about $440,153 at 4% or $293,436 at 6%; with 100% employer match about $330,115 at 4% or $220,077 at 6%. |
| Tft 401K Savings Plan | - | 5 | $1,197,515 | $132,046 | $26,409iApproximate average salary by contribution assumption: employee only about $660,230 at 4% or $440,153 at 6%; with 50% employer match about $440,153 at 4% or $293,436 at 6%; with 100% employer match about $330,115 at 4% or $220,077 at 6%. |
| 2014 | 1 | 5 | $1,099,752 | $158,815 | $31,763iApproximate average salary by contribution assumption: employee only about $794,075 at 4% or $529,383 at 6%; with 50% employer match about $529,383 at 4% or $352,922 at 6%; with 100% employer match about $397,038 at 4% or $264,692 at 6%. |
| Tft 401K Savings Plan | - | 5 | $1,099,752 | $158,815 | $31,763iApproximate average salary by contribution assumption: employee only about $794,075 at 4% or $529,383 at 6%; with 50% employer match about $529,383 at 4% or $352,922 at 6%; with 100% employer match about $397,038 at 4% or $264,692 at 6%. |
| 2013 | 1 | 6 | $892,680 | $66,266 | $11,044iApproximate average salary by contribution assumption: employee only about $276,108 at 4% or $184,072 at 6%; with 50% employer match about $184,072 at 4% or $122,715 at 6%; with 100% employer match about $138,054 at 4% or $92,036 at 6%. |
| Tft 401K Savings Plan | - | 6 | $892,680 | $66,266 | $11,044iApproximate average salary by contribution assumption: employee only about $276,108 at 4% or $184,072 at 6%; with 50% employer match about $184,072 at 4% or $122,715 at 6%; with 100% employer match about $138,054 at 4% or $92,036 at 6%. |
| 2012 | 1 | 5 | $750,235 | $52,421 | $10,484iApproximate average salary by contribution assumption: employee only about $262,105 at 4% or $174,737 at 6%; with 50% employer match about $174,737 at 4% or $116,491 at 6%; with 100% employer match about $131,053 at 4% or $87,368 at 6%. |
| Tft 401K Savings Plan | - | 5 | $750,235 | $52,421 | $10,484iApproximate average salary by contribution assumption: employee only about $262,105 at 4% or $174,737 at 6%; with 50% employer match about $174,737 at 4% or $116,491 at 6%; with 100% employer match about $131,053 at 4% or $87,368 at 6%. |
| 2011 | 1 | 4 | $641,390 | $54,867 | $13,717iApproximate average salary by contribution assumption: employee only about $342,919 at 4% or $228,613 at 6%; with 50% employer match about $228,613 at 4% or $152,408 at 6%; with 100% employer match about $171,459 at 4% or $114,306 at 6%. |
| Tft 401K Savings Plan | - | 4 | $641,390 | $54,867 | $13,717iApproximate average salary by contribution assumption: employee only about $342,919 at 4% or $228,613 at 6%; with 50% employer match about $228,613 at 4% or $152,408 at 6%; with 100% employer match about $171,459 at 4% or $114,306 at 6%. |
| 2010 | 1 | 4 | $600,581 | $64,702 | $16,176iApproximate average salary by contribution assumption: employee only about $404,388 at 4% or $269,592 at 6%; with 50% employer match about $269,592 at 4% or $179,728 at 6%; with 100% employer match about $202,194 at 4% or $134,796 at 6%. |
| Tft 401K Savings Plan | - | 4 | $600,581 | $64,702 | $16,176iApproximate average salary by contribution assumption: employee only about $404,388 at 4% or $269,592 at 6%; with 50% employer match about $269,592 at 4% or $179,728 at 6%; with 100% employer match about $202,194 at 4% or $134,796 at 6%. |
| 2009 | 1 | 4 | $486,423 | $37,057 | $9,264iApproximate average salary by contribution assumption: employee only about $231,606 at 4% or $154,404 at 6%; with 50% employer match about $154,404 at 4% or $102,936 at 6%; with 100% employer match about $115,803 at 4% or $77,202 at 6%. |
| Tft 401K Savings Plan | - | 4 | $486,423 | $37,057 | $9,264iApproximate average salary by contribution assumption: employee only about $231,606 at 4% or $154,404 at 6%; with 50% employer match about $154,404 at 4% or $102,936 at 6%; with 100% employer match about $115,803 at 4% or $77,202 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Tft 401K Savings Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $520,856 | $101,161 | $25,290iApproximate average salary by contribution assumption: employee only about $632,256 at 4% or $421,504 at 6%; with 50% employer match about $421,504 at 4% or $281,003 at 6%; with 100% employer match about $316,128 at 4% or $210,752 at 6%. |
| Tft 401K Savings Plan | - | 4 | $520,856 | $101,161 | $25,290iApproximate average salary by contribution assumption: employee only about $632,256 at 4% or $421,504 at 6%; with 50% employer match about $421,504 at 4% or $281,003 at 6%; with 100% employer match about $316,128 at 4% or $210,752 at 6%. |
| 2006 | 1 | 5 | $431,416 | $90,908 | $18,182iApproximate average salary by contribution assumption: employee only about $454,540 at 4% or $303,027 at 6%; with 50% employer match about $303,027 at 4% or $202,018 at 6%; with 100% employer match about $227,270 at 4% or $151,513 at 6%. |
| Tft 401K Savings Plan | - | 5 | $431,416 | $90,908 | $18,182iApproximate average salary by contribution assumption: employee only about $454,540 at 4% or $303,027 at 6%; with 50% employer match about $303,027 at 4% or $202,018 at 6%; with 100% employer match about $227,270 at 4% or $151,513 at 6%. |
| 2005 | 1 | 4 | $311,489 | $106,634 | $26,659iApproximate average salary by contribution assumption: employee only about $666,463 at 4% or $444,308 at 6%; with 50% employer match about $444,308 at 4% or $296,206 at 6%; with 100% employer match about $333,231 at 4% or $222,154 at 6%. |
| Tft 401K Savings Plan | - | 4 | $311,489 | $106,634 | $26,659iApproximate average salary by contribution assumption: employee only about $666,463 at 4% or $444,308 at 6%; with 50% employer match about $444,308 at 4% or $296,206 at 6%; with 100% employer match about $333,231 at 4% or $222,154 at 6%. |
| 2004 | 1 | 6 | $178,688 | $97,450 | $16,242iApproximate average salary by contribution assumption: employee only about $406,042 at 4% or $270,694 at 6%; with 50% employer match about $270,694 at 4% or $180,463 at 6%; with 100% employer match about $203,021 at 4% or $135,347 at 6%. |
| Tft 401K Savings Plan | - | 6 | $178,688 | $97,450 | $16,242iApproximate average salary by contribution assumption: employee only about $406,042 at 4% or $270,694 at 6%; with 50% employer match about $270,694 at 4% or $180,463 at 6%; with 100% employer match about $203,021 at 4% or $135,347 at 6%. |