Civic Intelligence

Tufford & Associates Inc.

Plan context: Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust

EIN 41-1362242 • Edina, MN • 25 filings • 3 plans

4536 France Avenue SouthEdina, MN 55410
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,627,621

2024 Contributions

$139,690

Historical Graphs

Total Assets Over Time

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

$1,627,621$813,811$0199920152024YearValue
$1,627,621Latest year 2024

Participants Over Time

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

1050199920122024YearValue
9Latest year 2024

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
202419$1,627,621$139,690$15,521iApproximate average salary by contribution assumption: employee only about $388,028 at 4% or $258,685 at 6%; with 50% employer match about $258,685 at 4% or $172,457 at 6%; with 100% employer match about $194,014 at 4% or $129,343 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-9$1,627,621$139,690$15,521iApproximate average salary by contribution assumption: employee only about $388,028 at 4% or $258,685 at 6%; with 50% employer match about $258,685 at 4% or $172,457 at 6%; with 100% employer match about $194,014 at 4% or $129,343 at 6%.
202319$1,264,829$135,704$15,078iApproximate average salary by contribution assumption: employee only about $376,956 at 4% or $251,304 at 6%; with 50% employer match about $251,304 at 4% or $167,536 at 6%; with 100% employer match about $188,478 at 4% or $125,652 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-9$1,264,829$135,704$15,078iApproximate average salary by contribution assumption: employee only about $376,956 at 4% or $251,304 at 6%; with 50% employer match about $251,304 at 4% or $167,536 at 6%; with 100% employer match about $188,478 at 4% or $125,652 at 6%.
2022110$1,079,779$117,175$11,718iApproximate average salary by contribution assumption: employee only about $292,938 at 4% or $195,292 at 6%; with 50% employer match about $195,292 at 4% or $130,194 at 6%; with 100% employer match about $146,469 at 4% or $97,646 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-10$1,079,779$117,175$11,718iApproximate average salary by contribution assumption: employee only about $292,938 at 4% or $195,292 at 6%; with 50% employer match about $195,292 at 4% or $130,194 at 6%; with 100% employer match about $146,469 at 4% or $97,646 at 6%.
2021110$817,820$99,911$9,991iApproximate average salary by contribution assumption: employee only about $249,778 at 4% or $166,518 at 6%; with 50% employer match about $166,518 at 4% or $111,012 at 6%; with 100% employer match about $124,889 at 4% or $83,259 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-10$817,820$99,911$9,991iApproximate average salary by contribution assumption: employee only about $249,778 at 4% or $166,518 at 6%; with 50% employer match about $166,518 at 4% or $111,012 at 6%; with 100% employer match about $124,889 at 4% or $83,259 at 6%.
2020110$1,146,441$92,532$9,253iApproximate average salary by contribution assumption: employee only about $231,330 at 4% or $154,220 at 6%; with 50% employer match about $154,220 at 4% or $102,813 at 6%; with 100% employer match about $115,665 at 4% or $77,110 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-10$1,146,441$92,532$9,253iApproximate average salary by contribution assumption: employee only about $231,330 at 4% or $154,220 at 6%; with 50% employer match about $154,220 at 4% or $102,813 at 6%; with 100% employer match about $115,665 at 4% or $77,110 at 6%.
201918$986,249$114,419$14,302iApproximate average salary by contribution assumption: employee only about $357,559 at 4% or $238,373 at 6%; with 50% employer match about $238,373 at 4% or $158,915 at 6%; with 100% employer match about $178,780 at 4% or $119,186 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-8$986,249$114,419$14,302iApproximate average salary by contribution assumption: employee only about $357,559 at 4% or $238,373 at 6%; with 50% employer match about $238,373 at 4% or $158,915 at 6%; with 100% employer match about $178,780 at 4% or $119,186 at 6%.
201819$744,471$95,186$10,576iApproximate average salary by contribution assumption: employee only about $264,406 at 4% or $176,270 at 6%; with 50% employer match about $176,270 at 4% or $117,514 at 6%; with 100% employer match about $132,203 at 4% or $88,135 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-9$744,471$95,186$10,576iApproximate average salary by contribution assumption: employee only about $264,406 at 4% or $176,270 at 6%; with 50% employer match about $176,270 at 4% or $117,514 at 6%; with 100% employer match about $132,203 at 4% or $88,135 at 6%.
201718$761,798$82,314$10,289iApproximate average salary by contribution assumption: employee only about $257,231 at 4% or $171,488 at 6%; with 50% employer match about $171,488 at 4% or $114,325 at 6%; with 100% employer match about $128,616 at 4% or $85,744 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-8$761,798$82,314$10,289iApproximate average salary by contribution assumption: employee only about $257,231 at 4% or $171,488 at 6%; with 50% employer match about $171,488 at 4% or $114,325 at 6%; with 100% employer match about $128,616 at 4% or $85,744 at 6%.
201619$632,141$65,355$7,262iApproximate average salary by contribution assumption: employee only about $181,542 at 4% or $121,028 at 6%; with 50% employer match about $121,028 at 4% or $80,685 at 6%; with 100% employer match about $90,771 at 4% or $60,514 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-9$632,141$65,355$7,262iApproximate average salary by contribution assumption: employee only about $181,542 at 4% or $121,028 at 6%; with 50% employer match about $121,028 at 4% or $80,685 at 6%; with 100% employer match about $90,771 at 4% or $60,514 at 6%.
201518$847,441$67,569$8,446iApproximate average salary by contribution assumption: employee only about $211,153 at 4% or $140,769 at 6%; with 50% employer match about $140,769 at 4% or $93,846 at 6%; with 100% employer match about $105,577 at 4% or $70,384 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-8$847,441$67,569$8,446iApproximate average salary by contribution assumption: employee only about $211,153 at 4% or $140,769 at 6%; with 50% employer match about $140,769 at 4% or $93,846 at 6%; with 100% employer match about $105,577 at 4% or $70,384 at 6%.
201418$699,428$58,098$7,262iApproximate average salary by contribution assumption: employee only about $181,556 at 4% or $121,038 at 6%; with 50% employer match about $121,038 at 4% or $80,692 at 6%; with 100% employer match about $90,778 at 4% or $60,519 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-8$699,428$58,098$7,262iApproximate average salary by contribution assumption: employee only about $181,556 at 4% or $121,038 at 6%; with 50% employer match about $121,038 at 4% or $80,692 at 6%; with 100% employer match about $90,778 at 4% or $60,519 at 6%.
201315$647,507$39,023$7,805iApproximate average salary by contribution assumption: employee only about $195,115 at 4% or $130,077 at 6%; with 50% employer match about $130,077 at 4% or $86,718 at 6%; with 100% employer match about $97,558 at 4% or $65,038 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-5$647,507$39,023$7,805iApproximate average salary by contribution assumption: employee only about $195,115 at 4% or $130,077 at 6%; with 50% employer match about $130,077 at 4% or $86,718 at 6%; with 100% employer match about $97,558 at 4% or $65,038 at 6%.
201216$667,869$34,936$5,823iApproximate average salary by contribution assumption: employee only about $145,567 at 4% or $97,044 at 6%; with 50% employer match about $97,044 at 4% or $64,696 at 6%; with 100% employer match about $72,783 at 4% or $48,522 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-6$667,869$34,936$5,823iApproximate average salary by contribution assumption: employee only about $145,567 at 4% or $97,044 at 6%; with 50% employer match about $97,044 at 4% or $64,696 at 6%; with 100% employer match about $72,783 at 4% or $48,522 at 6%.
201116$750,225$19,468$3,245iApproximate average salary by contribution assumption: employee only about $81,117 at 4% or $54,078 at 6%; with 50% employer match about $54,078 at 4% or $36,052 at 6%; with 100% employer match about $40,558 at 4% or $27,039 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-6$750,225$19,468$3,245iApproximate average salary by contribution assumption: employee only about $81,117 at 4% or $54,078 at 6%; with 50% employer match about $54,078 at 4% or $36,052 at 6%; with 100% employer match about $40,558 at 4% or $27,039 at 6%.
201015$630,595$25,895$5,179iApproximate average salary by contribution assumption: employee only about $129,475 at 4% or $86,317 at 6%; with 50% employer match about $86,317 at 4% or $57,544 at 6%; with 100% employer match about $64,738 at 4% or $43,158 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-5$630,595$25,895$5,179iApproximate average salary by contribution assumption: employee only about $129,475 at 4% or $86,317 at 6%; with 50% employer match about $86,317 at 4% or $57,544 at 6%; with 100% employer match about $64,738 at 4% or $43,158 at 6%.
200915$657,116$10,940$2,188iApproximate average salary by contribution assumption: employee only about $54,700 at 4% or $36,467 at 6%; with 50% employer match about $36,467 at 4% or $24,311 at 6%; with 100% employer match about $27,350 at 4% or $18,233 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-5$657,116$10,940$2,188iApproximate average salary by contribution assumption: employee only about $54,700 at 4% or $36,467 at 6%; with 50% employer match about $36,467 at 4% or $24,311 at 6%; with 100% employer match about $27,350 at 4% or $18,233 at 6%.
200814$0$0-
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-4---
200716$0$0-
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-6---
200613$1,102,385$51,366$17,122iApproximate average salary by contribution assumption: employee only about $428,050 at 4% or $285,367 at 6%; with 50% employer match about $285,367 at 4% or $190,244 at 6%; with 100% employer match about $214,025 at 4% or $142,683 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-3$1,102,385$51,366$17,122iApproximate average salary by contribution assumption: employee only about $428,050 at 4% or $285,367 at 6%; with 50% employer match about $285,367 at 4% or $190,244 at 6%; with 100% employer match about $214,025 at 4% or $142,683 at 6%.
200414$734,676$86,075$21,519iApproximate average salary by contribution assumption: employee only about $537,969 at 4% or $358,646 at 6%; with 50% employer match about $358,646 at 4% or $239,097 at 6%; with 100% employer match about $268,984 at 4% or $179,323 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-4$734,676$86,075$21,519iApproximate average salary by contribution assumption: employee only about $537,969 at 4% or $358,646 at 6%; with 50% employer match about $358,646 at 4% or $239,097 at 6%; with 100% employer match about $268,984 at 4% or $179,323 at 6%.
200314$0$0-
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-4---
200212$0$0-
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-2---
200112$0$0-
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-2---
200012$0$0-
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-2---
199913$422,823$29,683$9,894iApproximate average salary by contribution assumption: employee only about $247,358 at 4% or $164,906 at 6%; with 50% employer match about $164,906 at 4% or $109,937 at 6%; with 100% employer match about $123,679 at 4% or $82,453 at 6%.
Tufford Financial Planning Service Inc. Profit Sharing Plan and Trust-3$422,823$29,683$9,894iApproximate average salary by contribution assumption: employee only about $247,358 at 4% or $164,906 at 6%; with 50% employer match about $164,906 at 4% or $109,937 at 6%; with 100% employer match about $123,679 at 4% or $82,453 at 6%.