Civic Intelligence

Cherry Tree & Co. LLC

Plan context: Tripletree LLC 401 K Profit Sharing Plan Trust

EIN 41-1864207 • Minneapolis, MN • 22 filings • 8 plans

3600 Minnesota DriveSuite 200Minneapolis, MN 55435
Current Snapshot

Latest Year

2020

2020 Participants

95

2020 Assets

$16,817,988

2020 Contributions

$1,813,369

Historical Graphs

Total Assets Over Time

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

$16,817,988$8,408,994$0199920102020YearValue
$16,817,988Latest year 2020

Participants Over Time

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

95480199920102020YearValue
95Latest year 2020

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
2020195$16,817,988$1,813,369$19,088iApproximate average salary by contribution assumption: employee only about $477,202 at 4% or $318,135 at 6%; with 50% employer match about $318,135 at 4% or $212,090 at 6%; with 100% employer match about $238,601 at 4% or $159,067 at 6%.
Tripletree LLC 401 K Profit Sharing Plan Trust-95$16,817,988$1,813,369$19,088iApproximate average salary by contribution assumption: employee only about $477,202 at 4% or $318,135 at 6%; with 50% employer match about $318,135 at 4% or $212,090 at 6%; with 100% employer match about $238,601 at 4% or $159,067 at 6%.
2019191$12,596,842$1,494,121$16,419iApproximate average salary by contribution assumption: employee only about $410,473 at 4% or $273,649 at 6%; with 50% employer match about $273,649 at 4% or $182,432 at 6%; with 100% employer match about $205,236 at 4% or $136,824 at 6%.
Tripletree LLC 401 K Profit Sharing Plan Trust-91$12,596,842$1,494,121$16,419iApproximate average salary by contribution assumption: employee only about $410,473 at 4% or $273,649 at 6%; with 50% employer match about $273,649 at 4% or $182,432 at 6%; with 100% employer match about $205,236 at 4% or $136,824 at 6%.
2018177$9,037,764$993,905$12,908iApproximate average salary by contribution assumption: employee only about $322,696 at 4% or $215,131 at 6%; with 50% employer match about $215,131 at 4% or $143,421 at 6%; with 100% employer match about $161,348 at 4% or $107,565 at 6%.
Tripletree LLC 401 K Profit Sharing Plan Trust-77$9,037,764$993,905$12,908iApproximate average salary by contribution assumption: employee only about $322,696 at 4% or $215,131 at 6%; with 50% employer match about $215,131 at 4% or $143,421 at 6%; with 100% employer match about $161,348 at 4% or $107,565 at 6%.
2017172$9,593,054$902,350$12,533iApproximate average salary by contribution assumption: employee only about $313,316 at 4% or $208,877 at 6%; with 50% employer match about $208,877 at 4% or $139,252 at 6%; with 100% employer match about $156,658 at 4% or $104,439 at 6%.
Tripletree LLC 401 K Profit Sharing Plan Trust-72$9,593,054$902,350$12,533iApproximate average salary by contribution assumption: employee only about $313,316 at 4% or $208,877 at 6%; with 50% employer match about $208,877 at 4% or $139,252 at 6%; with 100% employer match about $156,658 at 4% or $104,439 at 6%.
2016167$7,745,922$1,058,325$15,796iApproximate average salary by contribution assumption: employee only about $394,897 at 4% or $263,265 at 6%; with 50% employer match about $263,265 at 4% or $175,510 at 6%; with 100% employer match about $197,449 at 4% or $131,632 at 6%.
Tripletree LLC 401 K Profit Sharing Plan Trust-67$7,745,922$1,058,325$15,796iApproximate average salary by contribution assumption: employee only about $394,897 at 4% or $263,265 at 6%; with 50% employer match about $263,265 at 4% or $175,510 at 6%; with 100% employer match about $197,449 at 4% or $131,632 at 6%.
2015156$6,170,667$1,584,417$28,293iApproximate average salary by contribution assumption: employee only about $707,329 at 4% or $471,553 at 6%; with 50% employer match about $471,553 at 4% or $314,368 at 6%; with 100% employer match about $353,665 at 4% or $235,776 at 6%.
Tripletree LLC 401 K Profit Sharing Plan Trust-56$6,170,667$1,584,417$28,293iApproximate average salary by contribution assumption: employee only about $707,329 at 4% or $471,553 at 6%; with 50% employer match about $471,553 at 4% or $314,368 at 6%; with 100% employer match about $353,665 at 4% or $235,776 at 6%.
2014142$5,367,578$570,319$13,579iApproximate average salary by contribution assumption: employee only about $339,476 at 4% or $226,317 at 6%; with 50% employer match about $226,317 at 4% or $150,878 at 6%; with 100% employer match about $169,738 at 4% or $113,159 at 6%.
Tripletree LLC 401 K Profit Sharing Plan Trust-42$5,367,578$570,319$13,579iApproximate average salary by contribution assumption: employee only about $339,476 at 4% or $226,317 at 6%; with 50% employer match about $226,317 at 4% or $150,878 at 6%; with 100% employer match about $169,738 at 4% or $113,159 at 6%.
2013145$4,713,350$294,693$6,549iApproximate average salary by contribution assumption: employee only about $163,718 at 4% or $109,146 at 6%; with 50% employer match about $109,146 at 4% or $72,764 at 6%; with 100% employer match about $81,859 at 4% or $54,573 at 6%.
Cherry Tree 401K Plan and Trust-45$4,713,350$294,693$6,549iApproximate average salary by contribution assumption: employee only about $163,718 at 4% or $109,146 at 6%; with 50% employer match about $109,146 at 4% or $72,764 at 6%; with 100% employer match about $81,859 at 4% or $54,573 at 6%.
2012138$3,721,937$512,974$13,499iApproximate average salary by contribution assumption: employee only about $337,483 at 4% or $224,989 at 6%; with 50% employer match about $224,989 at 4% or $149,992 at 6%; with 100% employer match about $168,741 at 4% or $112,494 at 6%.
Cherry Tree 401K Plan and Trust-38$3,721,937$512,974$13,499iApproximate average salary by contribution assumption: employee only about $337,483 at 4% or $224,989 at 6%; with 50% employer match about $224,989 at 4% or $149,992 at 6%; with 100% employer match about $168,741 at 4% or $112,494 at 6%.
2011138$2,956,905$760,042$20,001iApproximate average salary by contribution assumption: employee only about $500,028 at 4% or $333,352 at 6%; with 50% employer match about $333,352 at 4% or $222,235 at 6%; with 100% employer match about $250,014 at 4% or $166,676 at 6%.
Cherry Tree 401K Plan and Trust-38$2,956,905$760,042$20,001iApproximate average salary by contribution assumption: employee only about $500,028 at 4% or $333,352 at 6%; with 50% employer match about $333,352 at 4% or $222,235 at 6%; with 100% employer match about $250,014 at 4% or $166,676 at 6%.
2010130$2,315,099$439,769$14,659iApproximate average salary by contribution assumption: employee only about $366,474 at 4% or $244,316 at 6%; with 50% employer match about $244,316 at 4% or $162,877 at 6%; with 100% employer match about $183,237 at 4% or $122,158 at 6%.
Cherry Tree 401K Plan and Trust-30$2,315,099$439,769$14,659iApproximate average salary by contribution assumption: employee only about $366,474 at 4% or $244,316 at 6%; with 50% employer match about $244,316 at 4% or $162,877 at 6%; with 100% employer match about $183,237 at 4% or $122,158 at 6%.
2009127$1,698,916$181,253$6,713iApproximate average salary by contribution assumption: employee only about $167,827 at 4% or $111,885 at 6%; with 50% employer match about $111,885 at 4% or $74,590 at 6%; with 100% employer match about $83,913 at 4% or $55,942 at 6%.
Cherry Tree 401K Plan and Trust-27$1,698,916$181,253$6,713iApproximate average salary by contribution assumption: employee only about $167,827 at 4% or $111,885 at 6%; with 50% employer match about $111,885 at 4% or $74,590 at 6%; with 100% employer match about $83,913 at 4% or $55,942 at 6%.
2008121$1,187,563$407,838$19,421iApproximate average salary by contribution assumption: employee only about $485,521 at 4% or $323,681 at 6%; with 50% employer match about $323,681 at 4% or $215,787 at 6%; with 100% employer match about $242,761 at 4% or $161,840 at 6%.
Cherry Tree 401K Plan and Trust-21$1,187,563$407,838$19,421iApproximate average salary by contribution assumption: employee only about $485,521 at 4% or $323,681 at 6%; with 50% employer match about $323,681 at 4% or $215,787 at 6%; with 100% employer match about $242,761 at 4% or $161,840 at 6%.
2007119$1,381,465$338,103$17,795iApproximate average salary by contribution assumption: employee only about $444,872 at 4% or $296,582 at 6%; with 50% employer match about $296,582 at 4% or $197,721 at 6%; with 100% employer match about $222,436 at 4% or $148,291 at 6%.
Cherry Tree 401K Plan and Trust-19$1,381,465$338,103$17,795iApproximate average salary by contribution assumption: employee only about $444,872 at 4% or $296,582 at 6%; with 50% employer match about $296,582 at 4% or $197,721 at 6%; with 100% employer match about $222,436 at 4% or $148,291 at 6%.
2006125$955,431$251,698$10,068iApproximate average salary by contribution assumption: employee only about $251,698 at 4% or $167,799 at 6%; with 50% employer match about $167,799 at 4% or $111,866 at 6%; with 100% employer match about $125,849 at 4% or $83,899 at 6%.
Cherry Tree 401K Plan and Trust-25$955,431$251,698$10,068iApproximate average salary by contribution assumption: employee only about $251,698 at 4% or $167,799 at 6%; with 50% employer match about $167,799 at 4% or $111,866 at 6%; with 100% employer match about $125,849 at 4% or $83,899 at 6%.
2005120$653,161$171,529$8,576iApproximate average salary by contribution assumption: employee only about $214,411 at 4% or $142,941 at 6%; with 50% employer match about $142,941 at 4% or $95,294 at 6%; with 100% employer match about $107,206 at 4% or $71,470 at 6%.
Cherry Tree 401K Plan and Trust-20$653,161$171,529$8,576iApproximate average salary by contribution assumption: employee only about $214,411 at 4% or $142,941 at 6%; with 50% employer match about $142,941 at 4% or $95,294 at 6%; with 100% employer match about $107,206 at 4% or $71,470 at 6%.
2004114$522,908$130,708$9,336iApproximate average salary by contribution assumption: employee only about $233,407 at 4% or $155,605 at 6%; with 50% employer match about $155,605 at 4% or $103,737 at 6%; with 100% employer match about $116,704 at 4% or $77,802 at 6%.
Cherry Tree 401K Plan and Trust-14$522,908$130,708$9,336iApproximate average salary by contribution assumption: employee only about $233,407 at 4% or $155,605 at 6%; with 50% employer match about $155,605 at 4% or $103,737 at 6%; with 100% employer match about $116,704 at 4% or $77,802 at 6%.
2003111$360,900$97,540$8,867iApproximate average salary by contribution assumption: employee only about $221,682 at 4% or $147,788 at 6%; with 50% employer match about $147,788 at 4% or $98,525 at 6%; with 100% employer match about $110,841 at 4% or $73,894 at 6%.
Cherry Tree 401K Plan and Trust-11$360,900$97,540$8,867iApproximate average salary by contribution assumption: employee only about $221,682 at 4% or $147,788 at 6%; with 50% employer match about $147,788 at 4% or $98,525 at 6%; with 100% employer match about $110,841 at 4% or $73,894 at 6%.
2002110$218,240$69,993$6,999iApproximate average salary by contribution assumption: employee only about $174,983 at 4% or $116,655 at 6%; with 50% employer match about $116,655 at 4% or $77,770 at 6%; with 100% employer match about $87,491 at 4% or $58,328 at 6%.
Cherry Tree 401K Plan and Trust-10$218,240$69,993$6,999iApproximate average salary by contribution assumption: employee only about $174,983 at 4% or $116,655 at 6%; with 50% employer match about $116,655 at 4% or $77,770 at 6%; with 100% employer match about $87,491 at 4% or $58,328 at 6%.
2001116$202,887$102,269$6,392iApproximate average salary by contribution assumption: employee only about $159,795 at 4% or $106,530 at 6%; with 50% employer match about $106,530 at 4% or $71,020 at 6%; with 100% employer match about $79,898 at 4% or $53,265 at 6%.
Cherry Tree 401K Plan and Trust-16$202,887$102,269$6,392iApproximate average salary by contribution assumption: employee only about $159,795 at 4% or $106,530 at 6%; with 50% employer match about $106,530 at 4% or $71,020 at 6%; with 100% employer match about $79,898 at 4% or $53,265 at 6%.
200018$116,995$71,172$8,897iApproximate average salary by contribution assumption: employee only about $222,413 at 4% or $148,275 at 6%; with 50% employer match about $148,275 at 4% or $98,850 at 6%; with 100% employer match about $111,206 at 4% or $74,138 at 6%.
Cherry Tree 401K Plan and Trust-8$116,995$71,172$8,897iApproximate average salary by contribution assumption: employee only about $222,413 at 4% or $148,275 at 6%; with 50% employer match about $148,275 at 4% or $98,850 at 6%; with 100% employer match about $111,206 at 4% or $74,138 at 6%.
199913$55,673$28,964$9,655iApproximate average salary by contribution assumption: employee only about $241,367 at 4% or $160,911 at 6%; with 50% employer match about $160,911 at 4% or $107,274 at 6%; with 100% employer match about $120,683 at 4% or $80,456 at 6%.
Cherry Tree 401K Plan and Trust-3$55,673$28,964$9,655iApproximate average salary by contribution assumption: employee only about $241,367 at 4% or $160,911 at 6%; with 50% employer match about $160,911 at 4% or $107,274 at 6%; with 100% employer match about $120,683 at 4% or $80,456 at 6%.