Civic Intelligence

The Tillery Group, P.A.

Plan context: The Tillery Group Retirement Plan & Trust

EIN 37-1453366 • Winter Park, FL • 16 filings • 3 plans

800 W. Morse Blvd., Suite 2Winter Park, FL 32789
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$1,593,203

2020 Contributions

$98,421

Historical Graphs

Total Assets Over Time

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

$1,593,203$796,602$0200320112017YearValue
$1,593,203Latest year 2017

Participants Over Time

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

1160200320102016YearValue
8Latest 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
202010$0$0-
The Tillery Group Retirement Plan & Trust-0---
201710$1,593,203$98,421-
The Tillery Group Retirement Plan & Trust-0$1,593,203$98,421-
201618$1,348,061$122,414$15,302iApproximate average salary by contribution assumption: employee only about $382,544 at 4% or $255,029 at 6%; with 50% employer match about $255,029 at 4% or $170,019 at 6%; with 100% employer match about $191,272 at 4% or $127,515 at 6%.
The Tillery Group Retirement Plan & Trust-8$1,348,061$122,414$15,302iApproximate average salary by contribution assumption: employee only about $382,544 at 4% or $255,029 at 6%; with 50% employer match about $255,029 at 4% or $170,019 at 6%; with 100% employer match about $191,272 at 4% or $127,515 at 6%.
2015111$1,171,580$128,478$11,680iApproximate average salary by contribution assumption: employee only about $291,995 at 4% or $194,664 at 6%; with 50% employer match about $194,664 at 4% or $129,776 at 6%; with 100% employer match about $145,998 at 4% or $97,332 at 6%.
The Tillery Group Retirement Plan & Trust-11$1,171,580$128,478$11,680iApproximate average salary by contribution assumption: employee only about $291,995 at 4% or $194,664 at 6%; with 50% employer match about $194,664 at 4% or $129,776 at 6%; with 100% employer match about $145,998 at 4% or $97,332 at 6%.
201419$1,091,720$88,361$9,818iApproximate average salary by contribution assumption: employee only about $245,447 at 4% or $163,631 at 6%; with 50% employer match about $163,631 at 4% or $109,088 at 6%; with 100% employer match about $122,724 at 4% or $81,816 at 6%.
The Tillery Group Retirement Plan & Trust-9$1,091,720$88,361$9,818iApproximate average salary by contribution assumption: employee only about $245,447 at 4% or $163,631 at 6%; with 50% employer match about $163,631 at 4% or $109,088 at 6%; with 100% employer match about $122,724 at 4% or $81,816 at 6%.
201316$971,700$73,497$12,250iApproximate average salary by contribution assumption: employee only about $306,238 at 4% or $204,158 at 6%; with 50% employer match about $204,158 at 4% or $136,106 at 6%; with 100% employer match about $153,119 at 4% or $102,079 at 6%.
The Tillery Group Retirement Plan & Trust-6$971,700$73,497$12,250iApproximate average salary by contribution assumption: employee only about $306,238 at 4% or $204,158 at 6%; with 50% employer match about $204,158 at 4% or $136,106 at 6%; with 100% employer match about $153,119 at 4% or $102,079 at 6%.
201215$806,256$71,764$14,353iApproximate average salary by contribution assumption: employee only about $358,820 at 4% or $239,213 at 6%; with 50% employer match about $239,213 at 4% or $159,476 at 6%; with 100% employer match about $179,410 at 4% or $119,607 at 6%.
The Tillery Group Retirement Plan & Trust-5$806,256$71,764$14,353iApproximate average salary by contribution assumption: employee only about $358,820 at 4% or $239,213 at 6%; with 50% employer match about $239,213 at 4% or $159,476 at 6%; with 100% employer match about $179,410 at 4% or $119,607 at 6%.
201116$679,237$69,839$11,640iApproximate average salary by contribution assumption: employee only about $290,996 at 4% or $193,997 at 6%; with 50% employer match about $193,997 at 4% or $129,331 at 6%; with 100% employer match about $145,498 at 4% or $96,999 at 6%.
The Tillery Group Retirement Plan & Trust-6$679,237$69,839$11,640iApproximate average salary by contribution assumption: employee only about $290,996 at 4% or $193,997 at 6%; with 50% employer match about $193,997 at 4% or $129,331 at 6%; with 100% employer match about $145,498 at 4% or $96,999 at 6%.
201014$643,295$69,624$17,406iApproximate average salary by contribution assumption: employee only about $435,150 at 4% or $290,100 at 6%; with 50% employer match about $290,100 at 4% or $193,400 at 6%; with 100% employer match about $217,575 at 4% or $145,050 at 6%.
The Tillery Group Retirement Plan & Trust-4$643,295$69,624$17,406iApproximate average salary by contribution assumption: employee only about $435,150 at 4% or $290,100 at 6%; with 50% employer match about $290,100 at 4% or $193,400 at 6%; with 100% employer match about $217,575 at 4% or $145,050 at 6%.
200917$527,389$80,813$11,545iApproximate average salary by contribution assumption: employee only about $288,618 at 4% or $192,412 at 6%; with 50% employer match about $192,412 at 4% or $128,275 at 6%; with 100% employer match about $144,309 at 4% or $96,206 at 6%.
The Tillery Group Retirement Plan & Trust-7$527,389$80,813$11,545iApproximate average salary by contribution assumption: employee only about $288,618 at 4% or $192,412 at 6%; with 50% employer match about $192,412 at 4% or $128,275 at 6%; with 100% employer match about $144,309 at 4% or $96,206 at 6%.
200817$390,762$82,848$11,835iApproximate average salary by contribution assumption: employee only about $295,886 at 4% or $197,257 at 6%; with 50% employer match about $197,257 at 4% or $131,505 at 6%; with 100% employer match about $147,943 at 4% or $98,629 at 6%.
The Tillery Group Retirement Plan & Trust-7$390,762$82,848$11,835iApproximate average salary by contribution assumption: employee only about $295,886 at 4% or $197,257 at 6%; with 50% employer match about $197,257 at 4% or $131,505 at 6%; with 100% employer match about $147,943 at 4% or $98,629 at 6%.
200714$0$0-
The Tillery Group Retirement Plan & Trust-4---
200614$454,294$58,374$14,594iApproximate average salary by contribution assumption: employee only about $364,838 at 4% or $243,225 at 6%; with 50% employer match about $243,225 at 4% or $162,150 at 6%; with 100% employer match about $182,419 at 4% or $121,613 at 6%.
The Tillery Group Retirement Plan & Trust-4$454,294$58,374$14,594iApproximate average salary by contribution assumption: employee only about $364,838 at 4% or $243,225 at 6%; with 50% employer match about $243,225 at 4% or $162,150 at 6%; with 100% employer match about $182,419 at 4% or $121,613 at 6%.
200514$387,552$53,451$13,363iApproximate average salary by contribution assumption: employee only about $334,069 at 4% or $222,713 at 6%; with 50% employer match about $222,713 at 4% or $148,475 at 6%; with 100% employer match about $167,034 at 4% or $111,356 at 6%.
The Tillery Group Retirement Plan & Trust-4$387,552$53,451$13,363iApproximate average salary by contribution assumption: employee only about $334,069 at 4% or $222,713 at 6%; with 50% employer match about $222,713 at 4% or $148,475 at 6%; with 100% employer match about $167,034 at 4% or $111,356 at 6%.
200415$373,843$52,813$10,563iApproximate average salary by contribution assumption: employee only about $264,065 at 4% or $176,043 at 6%; with 50% employer match about $176,043 at 4% or $117,362 at 6%; with 100% employer match about $132,033 at 4% or $88,022 at 6%.
The Tillery Group Retirement Plan & Trust-5$373,843$52,813$10,563iApproximate average salary by contribution assumption: employee only about $264,065 at 4% or $176,043 at 6%; with 50% employer match about $176,043 at 4% or $117,362 at 6%; with 100% employer match about $132,033 at 4% or $88,022 at 6%.
200316$268,873$56,831$9,472iApproximate average salary by contribution assumption: employee only about $236,796 at 4% or $157,864 at 6%; with 50% employer match about $157,864 at 4% or $105,243 at 6%; with 100% employer match about $118,398 at 4% or $78,932 at 6%.
The Tillery Group Retirement Plan & Trust-6$268,873$56,831$9,472iApproximate average salary by contribution assumption: employee only about $236,796 at 4% or $157,864 at 6%; with 50% employer match about $157,864 at 4% or $105,243 at 6%; with 100% employer match about $118,398 at 4% or $78,932 at 6%.