Civic Intelligence

Tailored Living Choices LLC

Plan context: Tailored Living Choices 401(K) Plan & Trust

EIN 42-1706969 • Napa, CA • 8 filings • 2 plans

1957 Sierra AvenueNapa, CA 94558
Current Snapshot

Latest Year

2021

2021 Participants

114

2021 Assets

$65,334

2021 Contributions

$17,499

Historical Graphs

Total Assets Over Time

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

$65,334$32,667$0201520162017YearValue
$65,334Latest year 2017

Participants Over Time

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

135680201520192021YearValue
114Latest year 2021

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
20211114$0$0-
TAILORED LIVING CHOICES HEALTH & WELFARE BENEFIT PLAN-114---
20201106$0$0-
TAILORED LIVING CHOICES HEALTH & WELFARE BENEFIT PLAN-106---
20192135$0$0-
Tailored Living Choices 401(K) Plan & Trust-0$0$0-
TAILORED LIVING CHOICES HEALTH & WELFARE BENEFIT PLAN-135---
201810$0$0-
Tailored Living Choices 401(K) Plan & Trust-0$0$0-
20171102$65,334$17,499$172iApproximate average salary by contribution assumption: employee only about $4,289 at 4% or $2,859 at 6%; with 50% employer match about $2,859 at 4% or $1,906 at 6%; with 100% employer match about $2,144 at 4% or $1,430 at 6%.
Tailored Living Choices 401(K) Plan & Trust-102$65,334$17,499$172iApproximate average salary by contribution assumption: employee only about $4,289 at 4% or $2,859 at 6%; with 50% employer match about $2,859 at 4% or $1,906 at 6%; with 100% employer match about $2,144 at 4% or $1,430 at 6%.
20161114$50,627$19,954$175iApproximate average salary by contribution assumption: employee only about $4,376 at 4% or $2,917 at 6%; with 50% employer match about $2,917 at 4% or $1,945 at 6%; with 100% employer match about $2,188 at 4% or $1,459 at 6%.
Tailored Living Choices 401(K) Plan & Trust-114$50,627$19,954$175iApproximate average salary by contribution assumption: employee only about $4,376 at 4% or $2,917 at 6%; with 50% employer match about $2,917 at 4% or $1,945 at 6%; with 100% employer match about $2,188 at 4% or $1,459 at 6%.
20151100$28,232$28,701$287iApproximate average salary by contribution assumption: employee only about $7,175 at 4% or $4,784 at 6%; with 50% employer match about $4,784 at 4% or $3,189 at 6%; with 100% employer match about $3,588 at 4% or $2,392 at 6%.
Tailored Living Choices 401(K) Plan & Trust-100$28,232$28,701$287iApproximate average salary by contribution assumption: employee only about $7,175 at 4% or $4,784 at 6%; with 50% employer match about $4,784 at 4% or $3,189 at 6%; with 100% employer match about $3,588 at 4% or $2,392 at 6%.