Civic Intelligence

Tarkenton Financial LLC

Plan context: Tarkenton Financial 401(K) Plan

EIN 42-1573599 • Atlanta, GA • 20 filings • 2 plans

3340 Peachtree Road, NESuite 2300Atlanta, GA 30326
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$5,168,030

2024 Contributions

$793,971

Historical Graphs

Total Assets Over Time

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

$5,168,030$2,584,015$0200520162024YearValue
$5,168,030Latest year 2024

Participants Over Time

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

61310200520152024YearValue
61Latest 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
2024161$5,168,030$793,971$13,016iApproximate average salary by contribution assumption: employee only about $325,398 at 4% or $216,932 at 6%; with 50% employer match about $216,932 at 4% or $144,621 at 6%; with 100% employer match about $162,699 at 4% or $108,466 at 6%.
Tarkenton Financial 401(K) Plan-61$5,168,030$793,971$13,016iApproximate average salary by contribution assumption: employee only about $325,398 at 4% or $216,932 at 6%; with 50% employer match about $216,932 at 4% or $144,621 at 6%; with 100% employer match about $162,699 at 4% or $108,466 at 6%.
2023151$4,605,565$439,155$8,611iApproximate average salary by contribution assumption: employee only about $215,272 at 4% or $143,515 at 6%; with 50% employer match about $143,515 at 4% or $95,676 at 6%; with 100% employer match about $107,636 at 4% or $71,757 at 6%.
Tarkenton Financial 401(K) Plan-51$4,605,565$439,155$8,611iApproximate average salary by contribution assumption: employee only about $215,272 at 4% or $143,515 at 6%; with 50% employer match about $143,515 at 4% or $95,676 at 6%; with 100% employer match about $107,636 at 4% or $71,757 at 6%.
2022147$4,034,453$354,756$7,548iApproximate average salary by contribution assumption: employee only about $188,700 at 4% or $125,800 at 6%; with 50% employer match about $125,800 at 4% or $83,867 at 6%; with 100% employer match about $94,350 at 4% or $62,900 at 6%.
Tarkenton Financial 401(K) Plan-47$4,034,453$354,756$7,548iApproximate average salary by contribution assumption: employee only about $188,700 at 4% or $125,800 at 6%; with 50% employer match about $125,800 at 4% or $83,867 at 6%; with 100% employer match about $94,350 at 4% or $62,900 at 6%.
2021141$4,468,807$288,505$7,037iApproximate average salary by contribution assumption: employee only about $175,918 at 4% or $117,278 at 6%; with 50% employer match about $117,278 at 4% or $78,186 at 6%; with 100% employer match about $87,959 at 4% or $58,639 at 6%.
Tarkenton Financial 401(K) Plan-41$4,468,807$288,505$7,037iApproximate average salary by contribution assumption: employee only about $175,918 at 4% or $117,278 at 6%; with 50% employer match about $117,278 at 4% or $78,186 at 6%; with 100% employer match about $87,959 at 4% or $58,639 at 6%.
2020138$3,791,601$222,319$5,851iApproximate average salary by contribution assumption: employee only about $146,263 at 4% or $97,508 at 6%; with 50% employer match about $97,508 at 4% or $65,006 at 6%; with 100% employer match about $73,131 at 4% or $48,754 at 6%.
Tarkenton Financial 401(K) Plan-38$3,791,601$222,319$5,851iApproximate average salary by contribution assumption: employee only about $146,263 at 4% or $97,508 at 6%; with 50% employer match about $97,508 at 4% or $65,006 at 6%; with 100% employer match about $73,131 at 4% or $48,754 at 6%.
2019134$3,218,147$190,649$5,607iApproximate average salary by contribution assumption: employee only about $140,183 at 4% or $93,455 at 6%; with 50% employer match about $93,455 at 4% or $62,304 at 6%; with 100% employer match about $70,092 at 4% or $46,728 at 6%.
Tarkenton Financial 401(K) Plan-34$3,218,147$190,649$5,607iApproximate average salary by contribution assumption: employee only about $140,183 at 4% or $93,455 at 6%; with 50% employer match about $93,455 at 4% or $62,304 at 6%; with 100% employer match about $70,092 at 4% or $46,728 at 6%.
2018134$2,678,243$179,588$5,282iApproximate average salary by contribution assumption: employee only about $132,050 at 4% or $88,033 at 6%; with 50% employer match about $88,033 at 4% or $58,689 at 6%; with 100% employer match about $66,025 at 4% or $44,017 at 6%.
Tarkenton Financial 401(K) Plan-34$2,678,243$179,588$5,282iApproximate average salary by contribution assumption: employee only about $132,050 at 4% or $88,033 at 6%; with 50% employer match about $88,033 at 4% or $58,689 at 6%; with 100% employer match about $66,025 at 4% or $44,017 at 6%.
2017133$2,720,936$214,539$6,501iApproximate average salary by contribution assumption: employee only about $162,530 at 4% or $108,353 at 6%; with 50% employer match about $108,353 at 4% or $72,235 at 6%; with 100% employer match about $81,265 at 4% or $54,177 at 6%.
Tarkenton Financial 401(K) Plan-33$2,720,936$214,539$6,501iApproximate average salary by contribution assumption: employee only about $162,530 at 4% or $108,353 at 6%; with 50% employer match about $108,353 at 4% or $72,235 at 6%; with 100% employer match about $81,265 at 4% or $54,177 at 6%.
2016133$2,235,794$211,986$6,424iApproximate average salary by contribution assumption: employee only about $160,595 at 4% or $107,064 at 6%; with 50% employer match about $107,064 at 4% or $71,376 at 6%; with 100% employer match about $80,298 at 4% or $53,532 at 6%.
Tarkenton Financial 401(K) Plan-33$2,235,794$211,986$6,424iApproximate average salary by contribution assumption: employee only about $160,595 at 4% or $107,064 at 6%; with 50% employer match about $107,064 at 4% or $71,376 at 6%; with 100% employer match about $80,298 at 4% or $53,532 at 6%.
2015133$2,014,126$227,343$6,889iApproximate average salary by contribution assumption: employee only about $172,230 at 4% or $114,820 at 6%; with 50% employer match about $114,820 at 4% or $76,546 at 6%; with 100% employer match about $86,115 at 4% or $57,410 at 6%.
Tarkenton Financial 401(K) Plan-33$2,014,126$227,343$6,889iApproximate average salary by contribution assumption: employee only about $172,230 at 4% or $114,820 at 6%; with 50% employer match about $114,820 at 4% or $76,546 at 6%; with 100% employer match about $86,115 at 4% or $57,410 at 6%.
2014136$2,165,450$198,084$5,502iApproximate average salary by contribution assumption: employee only about $137,558 at 4% or $91,706 at 6%; with 50% employer match about $91,706 at 4% or $61,137 at 6%; with 100% employer match about $68,779 at 4% or $45,853 at 6%.
Tarkenton Financial 401(K) Plan-36$2,165,450$198,084$5,502iApproximate average salary by contribution assumption: employee only about $137,558 at 4% or $91,706 at 6%; with 50% employer match about $91,706 at 4% or $61,137 at 6%; with 100% employer match about $68,779 at 4% or $45,853 at 6%.
2013138$1,891,013$214,300$5,639iApproximate average salary by contribution assumption: employee only about $140,987 at 4% or $93,991 at 6%; with 50% employer match about $93,991 at 4% or $62,661 at 6%; with 100% employer match about $70,493 at 4% or $46,996 at 6%.
Tarkenton Financial 401(K) Plan-38$1,891,013$214,300$5,639iApproximate average salary by contribution assumption: employee only about $140,987 at 4% or $93,991 at 6%; with 50% employer match about $93,991 at 4% or $62,661 at 6%; with 100% employer match about $70,493 at 4% or $46,996 at 6%.
2012137$1,529,947$251,225$6,790iApproximate average salary by contribution assumption: employee only about $169,747 at 4% or $113,164 at 6%; with 50% employer match about $113,164 at 4% or $75,443 at 6%; with 100% employer match about $84,873 at 4% or $56,582 at 6%.
Tarkenton Financial 401(K) Plan-37$1,529,947$251,225$6,790iApproximate average salary by contribution assumption: employee only about $169,747 at 4% or $113,164 at 6%; with 50% employer match about $113,164 at 4% or $75,443 at 6%; with 100% employer match about $84,873 at 4% or $56,582 at 6%.
2011134$1,284,748$253,090$7,444iApproximate average salary by contribution assumption: employee only about $186,096 at 4% or $124,064 at 6%; with 50% employer match about $124,064 at 4% or $82,709 at 6%; with 100% employer match about $93,048 at 4% or $62,032 at 6%.
Tarkenton Financial 401(K) Plan-34$1,284,748$253,090$7,444iApproximate average salary by contribution assumption: employee only about $186,096 at 4% or $124,064 at 6%; with 50% employer match about $124,064 at 4% or $82,709 at 6%; with 100% employer match about $93,048 at 4% or $62,032 at 6%.
2010136$1,125,595$293,574$8,155iApproximate average salary by contribution assumption: employee only about $203,871 at 4% or $135,914 at 6%; with 50% employer match about $135,914 at 4% or $90,609 at 6%; with 100% employer match about $101,935 at 4% or $67,957 at 6%.
Tarkenton Financial 401(K) Plan-36$1,125,595$293,574$8,155iApproximate average salary by contribution assumption: employee only about $203,871 at 4% or $135,914 at 6%; with 50% employer match about $135,914 at 4% or $90,609 at 6%; with 100% employer match about $101,935 at 4% or $67,957 at 6%.
2009134$798,596$258,023$7,589iApproximate average salary by contribution assumption: employee only about $189,723 at 4% or $126,482 at 6%; with 50% employer match about $126,482 at 4% or $84,321 at 6%; with 100% employer match about $94,861 at 4% or $63,241 at 6%.
Tarkenton Financial 401(K) Plan-34$798,596$258,023$7,589iApproximate average salary by contribution assumption: employee only about $189,723 at 4% or $126,482 at 6%; with 50% employer match about $126,482 at 4% or $84,321 at 6%; with 100% employer match about $94,861 at 4% or $63,241 at 6%.
2008125$0$0-
Tarkenton Financial 401(K) Plan-25---
2007119$0$0-
Tarkenton Financial 401(K) Plan-19---
2006122$250,999$135,903$6,177iApproximate average salary by contribution assumption: employee only about $154,435 at 4% or $102,957 at 6%; with 50% employer match about $102,957 at 4% or $68,638 at 6%; with 100% employer match about $77,218 at 4% or $51,478 at 6%.
Tarkenton Financial 401(K) Plan-22$250,999$135,903$6,177iApproximate average salary by contribution assumption: employee only about $154,435 at 4% or $102,957 at 6%; with 50% employer match about $102,957 at 4% or $68,638 at 6%; with 100% employer match about $77,218 at 4% or $51,478 at 6%.
2005117$97,606$93,652$5,509iApproximate average salary by contribution assumption: employee only about $137,724 at 4% or $91,816 at 6%; with 50% employer match about $91,816 at 4% or $61,210 at 6%; with 100% employer match about $68,862 at 4% or $45,908 at 6%.
Tarkenton Financial 401(K) Plan-17$97,606$93,652$5,509iApproximate average salary by contribution assumption: employee only about $137,724 at 4% or $91,816 at 6%; with 50% employer match about $91,816 at 4% or $61,210 at 6%; with 100% employer match about $68,862 at 4% or $45,908 at 6%.