Civic Intelligence

Todd & Sargent Inc

Plan context: Todd & Sargent Inc. 401(K) Profit Sharing Plan

EIN 42-1432171 • Ames, IA • 34 filings • 3 plans

2905 SE 5th StreetAmes, IA 50010
Current Snapshot

Latest Year

2024

2024 Participants

298

2024 Assets

$21,939,784

2024 Contributions

$1,600,465

Historical Graphs

Total Assets Over Time

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

$21,978,687$10,989,344$0200720162024YearValue
$21,939,784Latest year 2024

Participants Over Time

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

3271640200720162024YearValue
298Latest 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
20242298$21,939,784$1,600,465$5,371iApproximate average salary by contribution assumption: employee only about $134,267 at 4% or $89,511 at 6%; with 50% employer match about $89,511 at 4% or $59,674 at 6%; with 100% employer match about $67,134 at 4% or $44,756 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-298$21,939,784$1,600,465$5,371iApproximate average salary by contribution assumption: employee only about $134,267 at 4% or $89,511 at 6%; with 50% employer match about $89,511 at 4% or $59,674 at 6%; with 100% employer match about $67,134 at 4% or $44,756 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-222---
20232310$21,978,687$1,843,891$5,948iApproximate average salary by contribution assumption: employee only about $148,701 at 4% or $99,134 at 6%; with 50% employer match about $99,134 at 4% or $66,089 at 6%; with 100% employer match about $74,350 at 4% or $49,567 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-310$21,978,687$1,843,891$5,948iApproximate average salary by contribution assumption: employee only about $148,701 at 4% or $99,134 at 6%; with 50% employer match about $99,134 at 4% or $66,089 at 6%; with 100% employer match about $74,350 at 4% or $49,567 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-155---
20222228$17,301,778$1,579,140$6,926iApproximate average salary by contribution assumption: employee only about $173,151 at 4% or $115,434 at 6%; with 50% employer match about $115,434 at 4% or $76,956 at 6%; with 100% employer match about $86,576 at 4% or $57,717 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-228$17,301,778$1,579,140$6,926iApproximate average salary by contribution assumption: employee only about $173,151 at 4% or $115,434 at 6%; with 50% employer match about $115,434 at 4% or $76,956 at 6%; with 100% employer match about $86,576 at 4% or $57,717 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-134---
20212145$21,149,020$895,270$6,174iApproximate average salary by contribution assumption: employee only about $154,357 at 4% or $102,905 at 6%; with 50% employer match about $102,905 at 4% or $68,603 at 6%; with 100% employer match about $77,178 at 4% or $51,452 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-145$21,149,020$895,270$6,174iApproximate average salary by contribution assumption: employee only about $154,357 at 4% or $102,905 at 6%; with 50% employer match about $102,905 at 4% or $68,603 at 6%; with 100% employer match about $77,178 at 4% or $51,452 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-103---
20202124$19,593,418$659,032$5,315iApproximate average salary by contribution assumption: employee only about $132,869 at 4% or $88,580 at 6%; with 50% employer match about $88,580 at 4% or $59,053 at 6%; with 100% employer match about $66,435 at 4% or $44,290 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-124$19,593,418$659,032$5,315iApproximate average salary by contribution assumption: employee only about $132,869 at 4% or $88,580 at 6%; with 50% employer match about $88,580 at 4% or $59,053 at 6%; with 100% employer match about $66,435 at 4% or $44,290 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-97---
20192164$18,471,727$1,164,634$7,101iApproximate average salary by contribution assumption: employee only about $177,536 at 4% or $118,357 at 6%; with 50% employer match about $118,357 at 4% or $78,905 at 6%; with 100% employer match about $88,768 at 4% or $59,179 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-164$18,471,727$1,164,634$7,101iApproximate average salary by contribution assumption: employee only about $177,536 at 4% or $118,357 at 6%; with 50% employer match about $118,357 at 4% or $78,905 at 6%; with 100% employer match about $88,768 at 4% or $59,179 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-118---
20182227$16,356,130$1,336,180$5,886iApproximate average salary by contribution assumption: employee only about $147,156 at 4% or $98,104 at 6%; with 50% employer match about $98,104 at 4% or $65,403 at 6%; with 100% employer match about $73,578 at 4% or $49,052 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-227$16,356,130$1,336,180$5,886iApproximate average salary by contribution assumption: employee only about $147,156 at 4% or $98,104 at 6%; with 50% employer match about $98,104 at 4% or $65,403 at 6%; with 100% employer match about $73,578 at 4% or $49,052 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-133---
20172247$18,974,041$1,586,303$6,422iApproximate average salary by contribution assumption: employee only about $160,557 at 4% or $107,038 at 6%; with 50% employer match about $107,038 at 4% or $71,359 at 6%; with 100% employer match about $80,278 at 4% or $53,519 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-247$18,974,041$1,586,303$6,422iApproximate average salary by contribution assumption: employee only about $160,557 at 4% or $107,038 at 6%; with 50% employer match about $107,038 at 4% or $71,359 at 6%; with 100% employer match about $80,278 at 4% or $53,519 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-172---
20162242$20,531,421$1,560,617$6,449iApproximate average salary by contribution assumption: employee only about $161,221 at 4% or $107,481 at 6%; with 50% employer match about $107,481 at 4% or $71,654 at 6%; with 100% employer match about $80,610 at 4% or $53,740 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-242$20,531,421$1,560,617$6,449iApproximate average salary by contribution assumption: employee only about $161,221 at 4% or $107,481 at 6%; with 50% employer match about $107,481 at 4% or $71,654 at 6%; with 100% employer match about $80,610 at 4% or $53,740 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-168---
20152278$19,759,422$1,588,315$5,713iApproximate average salary by contribution assumption: employee only about $142,834 at 4% or $95,223 at 6%; with 50% employer match about $95,223 at 4% or $63,482 at 6%; with 100% employer match about $71,417 at 4% or $47,611 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-278$19,759,422$1,588,315$5,713iApproximate average salary by contribution assumption: employee only about $142,834 at 4% or $95,223 at 6%; with 50% employer match about $95,223 at 4% or $63,482 at 6%; with 100% employer match about $71,417 at 4% or $47,611 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-180---
20142312$20,009,064$1,702,807$5,458iApproximate average salary by contribution assumption: employee only about $136,443 at 4% or $90,962 at 6%; with 50% employer match about $90,962 at 4% or $60,641 at 6%; with 100% employer match about $68,221 at 4% or $45,481 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-312$20,009,064$1,702,807$5,458iApproximate average salary by contribution assumption: employee only about $136,443 at 4% or $90,962 at 6%; with 50% employer match about $90,962 at 4% or $60,641 at 6%; with 100% employer match about $68,221 at 4% or $45,481 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-198---
20132253$18,215,388$936,566$3,702iApproximate average salary by contribution assumption: employee only about $92,546 at 4% or $61,697 at 6%; with 50% employer match about $61,697 at 4% or $41,132 at 6%; with 100% employer match about $46,273 at 4% or $30,849 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-253$18,215,388$936,566$3,702iApproximate average salary by contribution assumption: employee only about $92,546 at 4% or $61,697 at 6%; with 50% employer match about $61,697 at 4% or $41,132 at 6%; with 100% employer match about $46,273 at 4% or $30,849 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-158---
20122193$15,110,082$846,702$4,387iApproximate average salary by contribution assumption: employee only about $109,676 at 4% or $73,118 at 6%; with 50% employer match about $73,118 at 4% or $48,745 at 6%; with 100% employer match about $54,838 at 4% or $36,559 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-193$15,110,082$846,702$4,387iApproximate average salary by contribution assumption: employee only about $109,676 at 4% or $73,118 at 6%; with 50% employer match about $73,118 at 4% or $48,745 at 6%; with 100% employer match about $54,838 at 4% or $36,559 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-122---
20112147$12,791,882$1,232,506$8,384iApproximate average salary by contribution assumption: employee only about $209,610 at 4% or $139,740 at 6%; with 50% employer match about $139,740 at 4% or $93,160 at 6%; with 100% employer match about $104,805 at 4% or $69,870 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-147$12,791,882$1,232,506$8,384iApproximate average salary by contribution assumption: employee only about $209,610 at 4% or $139,740 at 6%; with 50% employer match about $139,740 at 4% or $93,160 at 6%; with 100% employer match about $104,805 at 4% or $69,870 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-116---
20102204$12,961,936$448,809$2,200iApproximate average salary by contribution assumption: employee only about $55,001 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,445 at 6%; with 100% employer match about $27,501 at 4% or $18,334 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-204$12,961,936$448,809$2,200iApproximate average salary by contribution assumption: employee only about $55,001 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,445 at 6%; with 100% employer match about $27,501 at 4% or $18,334 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-122---
20092176$11,904,031$446,263$2,536iApproximate average salary by contribution assumption: employee only about $63,390 at 4% or $42,260 at 6%; with 50% employer match about $42,260 at 4% or $28,173 at 6%; with 100% employer match about $31,695 at 4% or $21,130 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-176$11,904,031$446,263$2,536iApproximate average salary by contribution assumption: employee only about $63,390 at 4% or $42,260 at 6%; with 50% employer match about $42,260 at 4% or $28,173 at 6%; with 100% employer match about $31,695 at 4% or $21,130 at 6%.
Todd & Sargent Inc. Welfare Benefit Plan-100---
20081158$9,138,602$1,397,609$8,846iApproximate average salary by contribution assumption: employee only about $221,141 at 4% or $147,427 at 6%; with 50% employer match about $147,427 at 4% or $98,285 at 6%; with 100% employer match about $110,570 at 4% or $73,714 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-158$9,138,602$1,397,609$8,846iApproximate average salary by contribution assumption: employee only about $221,141 at 4% or $147,427 at 6%; with 50% employer match about $147,427 at 4% or $98,285 at 6%; with 100% employer match about $110,570 at 4% or $73,714 at 6%.
20071327$12,525,753$1,826,312$5,585iApproximate average salary by contribution assumption: employee only about $139,626 at 4% or $93,084 at 6%; with 50% employer match about $93,084 at 4% or $62,056 at 6%; with 100% employer match about $69,813 at 4% or $46,542 at 6%.
Todd & Sargent Inc. 401(K) Profit Sharing Plan-327$12,525,753$1,826,312$5,585iApproximate average salary by contribution assumption: employee only about $139,626 at 4% or $93,084 at 6%; with 50% employer match about $93,084 at 4% or $62,056 at 6%; with 100% employer match about $69,813 at 4% or $46,542 at 6%.
Todd & Sargent Inc | EIN 42-1432171 | 2024 Form 5500 Company Profile