Civic Intelligence

Tailored Benefits

Plan context: Tailored Benefits 401(K) Plan & Trust

EIN 35-2226224 • San Francisco, CA • 15 filings • 3 plans

563 10th AvenueSan Francisco, CA 94118
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$94,117

2022 Contributions

$88

Historical Graphs

Total Assets Over Time

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

$681,953$340,977$0200820152022YearValue
$94,117Latest year 2022

Participants Over Time

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

320200820152022YearValue
2Latest year 2022

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
202212$94,117$88$44iApproximate average salary by contribution assumption: employee only about $1,100 at 4% or $733 at 6%; with 50% employer match about $733 at 4% or $489 at 6%; with 100% employer match about $550 at 4% or $367 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$94,117$88$44iApproximate average salary by contribution assumption: employee only about $1,100 at 4% or $733 at 6%; with 50% employer match about $733 at 4% or $489 at 6%; with 100% employer match about $550 at 4% or $367 at 6%.
202112$109,805$100$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$109,805$100$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
202012$164,069$100$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$164,069$100$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
201912$570,490$6,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$570,490$6,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
201812$564,059$12,400$6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$564,059$12,400$6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%.
201712$681,953$0-
Tailored Benefits 401(K) Plan & Trust-2$681,953$0-
201612$681,931$8,975$4,488iApproximate average salary by contribution assumption: employee only about $112,188 at 4% or $74,792 at 6%; with 50% employer match about $74,792 at 4% or $49,861 at 6%; with 100% employer match about $56,094 at 4% or $37,396 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$681,931$8,975$4,488iApproximate average salary by contribution assumption: employee only about $112,188 at 4% or $74,792 at 6%; with 50% employer match about $74,792 at 4% or $49,861 at 6%; with 100% employer match about $56,094 at 4% or $37,396 at 6%.
201513$590,552$30,784$10,261iApproximate average salary by contribution assumption: employee only about $256,533 at 4% or $171,022 at 6%; with 50% employer match about $171,022 at 4% or $114,015 at 6%; with 100% employer match about $128,267 at 4% or $85,511 at 6%.
Tailored Benefits 401(K) Plan & Trust-3$590,552$30,784$10,261iApproximate average salary by contribution assumption: employee only about $256,533 at 4% or $171,022 at 6%; with 50% employer match about $171,022 at 4% or $114,015 at 6%; with 100% employer match about $128,267 at 4% or $85,511 at 6%.
201413$542,943$36,289$12,096iApproximate average salary by contribution assumption: employee only about $302,408 at 4% or $201,606 at 6%; with 50% employer match about $201,606 at 4% or $134,404 at 6%; with 100% employer match about $151,204 at 4% or $100,803 at 6%.
Tailored Benefits 401(K) Plan & Trust-3$542,943$36,289$12,096iApproximate average salary by contribution assumption: employee only about $302,408 at 4% or $201,606 at 6%; with 50% employer match about $201,606 at 4% or $134,404 at 6%; with 100% employer match about $151,204 at 4% or $100,803 at 6%.
201313$514,067$35,644$11,881iApproximate average salary by contribution assumption: employee only about $297,033 at 4% or $198,022 at 6%; with 50% employer match about $198,022 at 4% or $132,015 at 6%; with 100% employer match about $148,517 at 4% or $99,011 at 6%.
Tailored Benefits 401(K) Plan & Trust-3$514,067$35,644$11,881iApproximate average salary by contribution assumption: employee only about $297,033 at 4% or $198,022 at 6%; with 50% employer match about $198,022 at 4% or $132,015 at 6%; with 100% employer match about $148,517 at 4% or $99,011 at 6%.
201213$478,423$33,023$11,008iApproximate average salary by contribution assumption: employee only about $275,192 at 4% or $183,461 at 6%; with 50% employer match about $183,461 at 4% or $122,307 at 6%; with 100% employer match about $137,596 at 4% or $91,731 at 6%.
Tailored Benefits 401(K) Plan & Trust-3$478,423$33,023$11,008iApproximate average salary by contribution assumption: employee only about $275,192 at 4% or $183,461 at 6%; with 50% employer match about $183,461 at 4% or $122,307 at 6%; with 100% employer match about $137,596 at 4% or $91,731 at 6%.
201111$395,958$51,500$51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%.
Tailored Benefits 401(K) Plan & Trust-1$395,958$51,500$51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%.
201012$347,204$40,687$20,344iApproximate average salary by contribution assumption: employee only about $508,588 at 4% or $339,058 at 6%; with 50% employer match about $339,058 at 4% or $226,039 at 6%; with 100% employer match about $254,294 at 4% or $169,529 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$347,204$40,687$20,344iApproximate average salary by contribution assumption: employee only about $508,588 at 4% or $339,058 at 6%; with 50% employer match about $339,058 at 4% or $226,039 at 6%; with 100% employer match about $254,294 at 4% or $169,529 at 6%.
200912$279,152$191,443$95,722iApproximate average salary by contribution assumption: employee only about $2,393,038 at 4% or $1,595,358 at 6%; with 50% employer match about $1,595,358 at 4% or $1,063,572 at 6%; with 100% employer match about $1,196,519 at 4% or $797,679 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$279,152$191,443$95,722iApproximate average salary by contribution assumption: employee only about $2,393,038 at 4% or $1,595,358 at 6%; with 50% employer match about $1,595,358 at 4% or $1,063,572 at 6%; with 100% employer match about $1,196,519 at 4% or $797,679 at 6%.
200812$49,600$49,600$24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%.
Tailored Benefits 401(K) Plan & Trust-2$49,600$49,600$24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%.