Civic Intelligence

Tan & Associates Inc.

Plan context: Tan & Associates Inc. 401(K) Retirement Plan

EIN 52-1992459 • Columbia, MD • 26 filings • 7 plans

7230 Lee Deforest Dr Ste 206Columbia, MD 21046-3249
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,814,872

2024 Contributions

$204,490

Historical Graphs

Total Assets Over Time

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

$3,083,219$1,541,610$0200020122024YearValue
$2,814,872Latest year 2024

Participants Over Time

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

22110200020122024YearValue
17Latest 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
2024117$2,814,872$204,490$12,029iApproximate average salary by contribution assumption: employee only about $300,721 at 4% or $200,480 at 6%; with 50% employer match about $200,480 at 4% or $133,654 at 6%; with 100% employer match about $150,360 at 4% or $100,240 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-17$2,814,872$204,490$12,029iApproximate average salary by contribution assumption: employee only about $300,721 at 4% or $200,480 at 6%; with 50% employer match about $200,480 at 4% or $133,654 at 6%; with 100% employer match about $150,360 at 4% or $100,240 at 6%.
2023118$2,464,355$194,887$10,827iApproximate average salary by contribution assumption: employee only about $270,676 at 4% or $180,451 at 6%; with 50% employer match about $180,451 at 4% or $120,301 at 6%; with 100% employer match about $135,338 at 4% or $90,225 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-18$2,464,355$194,887$10,827iApproximate average salary by contribution assumption: employee only about $270,676 at 4% or $180,451 at 6%; with 50% employer match about $180,451 at 4% or $120,301 at 6%; with 100% employer match about $135,338 at 4% or $90,225 at 6%.
2022120$2,295,840$173,563$8,678iApproximate average salary by contribution assumption: employee only about $216,954 at 4% or $144,636 at 6%; with 50% employer match about $144,636 at 4% or $96,424 at 6%; with 100% employer match about $108,477 at 4% or $72,318 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-20$2,295,840$173,563$8,678iApproximate average salary by contribution assumption: employee only about $216,954 at 4% or $144,636 at 6%; with 50% employer match about $144,636 at 4% or $96,424 at 6%; with 100% employer match about $108,477 at 4% or $72,318 at 6%.
2021119$2,605,240$187,102$9,847iApproximate average salary by contribution assumption: employee only about $246,187 at 4% or $164,125 at 6%; with 50% employer match about $164,125 at 4% or $109,416 at 6%; with 100% employer match about $123,093 at 4% or $82,062 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-19$2,605,240$187,102$9,847iApproximate average salary by contribution assumption: employee only about $246,187 at 4% or $164,125 at 6%; with 50% employer match about $164,125 at 4% or $109,416 at 6%; with 100% employer match about $123,093 at 4% or $82,062 at 6%.
2020122$3,083,219$151,198$6,873iApproximate average salary by contribution assumption: employee only about $171,816 at 4% or $114,544 at 6%; with 50% employer match about $114,544 at 4% or $76,363 at 6%; with 100% employer match about $85,908 at 4% or $57,272 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-22$3,083,219$151,198$6,873iApproximate average salary by contribution assumption: employee only about $171,816 at 4% or $114,544 at 6%; with 50% employer match about $114,544 at 4% or $76,363 at 6%; with 100% employer match about $85,908 at 4% or $57,272 at 6%.
2019120$2,624,524$142,724$7,136iApproximate average salary by contribution assumption: employee only about $178,405 at 4% or $118,937 at 6%; with 50% employer match about $118,937 at 4% or $79,291 at 6%; with 100% employer match about $89,203 at 4% or $59,468 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-20$2,624,524$142,724$7,136iApproximate average salary by contribution assumption: employee only about $178,405 at 4% or $118,937 at 6%; with 50% employer match about $118,937 at 4% or $79,291 at 6%; with 100% employer match about $89,203 at 4% or $59,468 at 6%.
2018120$2,095,827$144,660$7,233iApproximate average salary by contribution assumption: employee only about $180,825 at 4% or $120,550 at 6%; with 50% employer match about $120,550 at 4% or $80,367 at 6%; with 100% employer match about $90,413 at 4% or $60,275 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-20$2,095,827$144,660$7,233iApproximate average salary by contribution assumption: employee only about $180,825 at 4% or $120,550 at 6%; with 50% employer match about $120,550 at 4% or $80,367 at 6%; with 100% employer match about $90,413 at 4% or $60,275 at 6%.
2017119$2,389,091$117,314$6,174iApproximate average salary by contribution assumption: employee only about $154,361 at 4% or $102,907 at 6%; with 50% employer match about $102,907 at 4% or $68,605 at 6%; with 100% employer match about $77,180 at 4% or $51,454 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-19$2,389,091$117,314$6,174iApproximate average salary by contribution assumption: employee only about $154,361 at 4% or $102,907 at 6%; with 50% employer match about $102,907 at 4% or $68,605 at 6%; with 100% employer match about $77,180 at 4% or $51,454 at 6%.
2016119$1,978,645$113,554$5,977iApproximate average salary by contribution assumption: employee only about $149,413 at 4% or $99,609 at 6%; with 50% employer match about $99,609 at 4% or $66,406 at 6%; with 100% employer match about $74,707 at 4% or $49,804 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-19$1,978,645$113,554$5,977iApproximate average salary by contribution assumption: employee only about $149,413 at 4% or $99,609 at 6%; with 50% employer match about $99,609 at 4% or $66,406 at 6%; with 100% employer match about $74,707 at 4% or $49,804 at 6%.
2015119$1,820,295$98,360$5,177iApproximate average salary by contribution assumption: employee only about $129,421 at 4% or $86,281 at 6%; with 50% employer match about $86,281 at 4% or $57,520 at 6%; with 100% employer match about $64,711 at 4% or $43,140 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-19$1,820,295$98,360$5,177iApproximate average salary by contribution assumption: employee only about $129,421 at 4% or $86,281 at 6%; with 50% employer match about $86,281 at 4% or $57,520 at 6%; with 100% employer match about $64,711 at 4% or $43,140 at 6%.
2014120$1,763,828$82,893$4,145iApproximate average salary by contribution assumption: employee only about $103,616 at 4% or $69,078 at 6%; with 50% employer match about $69,078 at 4% or $46,052 at 6%; with 100% employer match about $51,808 at 4% or $34,539 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-20$1,763,828$82,893$4,145iApproximate average salary by contribution assumption: employee only about $103,616 at 4% or $69,078 at 6%; with 50% employer match about $69,078 at 4% or $46,052 at 6%; with 100% employer match about $51,808 at 4% or $34,539 at 6%.
2013121$1,691,527$86,825$4,135iApproximate average salary by contribution assumption: employee only about $103,363 at 4% or $68,909 at 6%; with 50% employer match about $68,909 at 4% or $45,939 at 6%; with 100% employer match about $51,682 at 4% or $34,454 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-21$1,691,527$86,825$4,135iApproximate average salary by contribution assumption: employee only about $103,363 at 4% or $68,909 at 6%; with 50% employer match about $68,909 at 4% or $45,939 at 6%; with 100% employer match about $51,682 at 4% or $34,454 at 6%.
2012120$1,395,161$82,898$4,145iApproximate average salary by contribution assumption: employee only about $103,622 at 4% or $69,082 at 6%; with 50% employer match about $69,082 at 4% or $46,054 at 6%; with 100% employer match about $51,811 at 4% or $34,541 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-20$1,395,161$82,898$4,145iApproximate average salary by contribution assumption: employee only about $103,622 at 4% or $69,082 at 6%; with 50% employer match about $69,082 at 4% or $46,054 at 6%; with 100% employer match about $51,811 at 4% or $34,541 at 6%.
2011118$1,190,193$80,932$4,496iApproximate average salary by contribution assumption: employee only about $112,406 at 4% or $74,937 at 6%; with 50% employer match about $74,937 at 4% or $49,958 at 6%; with 100% employer match about $56,203 at 4% or $37,469 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-18$1,190,193$80,932$4,496iApproximate average salary by contribution assumption: employee only about $112,406 at 4% or $74,937 at 6%; with 50% employer match about $74,937 at 4% or $49,958 at 6%; with 100% employer match about $56,203 at 4% or $37,469 at 6%.
2010117$1,175,805$70,003$4,118iApproximate average salary by contribution assumption: employee only about $102,946 at 4% or $68,630 at 6%; with 50% employer match about $68,630 at 4% or $45,754 at 6%; with 100% employer match about $51,473 at 4% or $34,315 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-17$1,175,805$70,003$4,118iApproximate average salary by contribution assumption: employee only about $102,946 at 4% or $68,630 at 6%; with 50% employer match about $68,630 at 4% or $45,754 at 6%; with 100% employer match about $51,473 at 4% or $34,315 at 6%.
2009118$1,143,900$113,300$6,294iApproximate average salary by contribution assumption: employee only about $157,361 at 4% or $104,907 at 6%; with 50% employer match about $104,907 at 4% or $69,938 at 6%; with 100% employer match about $78,681 at 4% or $52,454 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-18$1,143,900$113,300$6,294iApproximate average salary by contribution assumption: employee only about $157,361 at 4% or $104,907 at 6%; with 50% employer match about $104,907 at 4% or $69,938 at 6%; with 100% employer match about $78,681 at 4% or $52,454 at 6%.
2008113$821,407$129,590$9,968iApproximate average salary by contribution assumption: employee only about $249,212 at 4% or $166,141 at 6%; with 50% employer match about $166,141 at 4% or $110,761 at 6%; with 100% employer match about $124,606 at 4% or $83,071 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-13$821,407$129,590$9,968iApproximate average salary by contribution assumption: employee only about $249,212 at 4% or $166,141 at 6%; with 50% employer match about $166,141 at 4% or $110,761 at 6%; with 100% employer match about $124,606 at 4% or $83,071 at 6%.
2007116$1,282,798$140,315$8,770iApproximate average salary by contribution assumption: employee only about $219,242 at 4% or $146,161 at 6%; with 50% employer match about $146,161 at 4% or $97,441 at 6%; with 100% employer match about $109,621 at 4% or $73,081 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-16$1,282,798$140,315$8,770iApproximate average salary by contribution assumption: employee only about $219,242 at 4% or $146,161 at 6%; with 50% employer match about $146,161 at 4% or $97,441 at 6%; with 100% employer match about $109,621 at 4% or $73,081 at 6%.
2006115$1,004,964$121,971$8,131iApproximate average salary by contribution assumption: employee only about $203,285 at 4% or $135,523 at 6%; with 50% employer match about $135,523 at 4% or $90,349 at 6%; with 100% employer match about $101,643 at 4% or $67,762 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-15$1,004,964$121,971$8,131iApproximate average salary by contribution assumption: employee only about $203,285 at 4% or $135,523 at 6%; with 50% employer match about $135,523 at 4% or $90,349 at 6%; with 100% employer match about $101,643 at 4% or $67,762 at 6%.
2005116$751,738$126,362$7,898iApproximate average salary by contribution assumption: employee only about $197,441 at 4% or $131,627 at 6%; with 50% employer match about $131,627 at 4% or $87,751 at 6%; with 100% employer match about $98,720 at 4% or $65,814 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-16$751,738$126,362$7,898iApproximate average salary by contribution assumption: employee only about $197,441 at 4% or $131,627 at 6%; with 50% employer match about $131,627 at 4% or $87,751 at 6%; with 100% employer match about $98,720 at 4% or $65,814 at 6%.
2004113$543,949$117,441$9,034iApproximate average salary by contribution assumption: employee only about $225,848 at 4% or $150,565 at 6%; with 50% employer match about $150,565 at 4% or $100,377 at 6%; with 100% employer match about $112,924 at 4% or $75,283 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-13$543,949$117,441$9,034iApproximate average salary by contribution assumption: employee only about $225,848 at 4% or $150,565 at 6%; with 50% employer match about $150,565 at 4% or $100,377 at 6%; with 100% employer match about $112,924 at 4% or $75,283 at 6%.
2003113$367,308$86,645$6,665iApproximate average salary by contribution assumption: employee only about $166,625 at 4% or $111,083 at 6%; with 50% employer match about $111,083 at 4% or $74,056 at 6%; with 100% employer match about $83,313 at 4% or $55,542 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-13$367,308$86,645$6,665iApproximate average salary by contribution assumption: employee only about $166,625 at 4% or $111,083 at 6%; with 50% employer match about $111,083 at 4% or $74,056 at 6%; with 100% employer match about $83,313 at 4% or $55,542 at 6%.
2002113$222,044$71,717$5,517iApproximate average salary by contribution assumption: employee only about $137,917 at 4% or $91,945 at 6%; with 50% employer match about $91,945 at 4% or $61,297 at 6%; with 100% employer match about $68,959 at 4% or $45,972 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-13$222,044$71,717$5,517iApproximate average salary by contribution assumption: employee only about $137,917 at 4% or $91,945 at 6%; with 50% employer match about $91,945 at 4% or $61,297 at 6%; with 100% employer match about $68,959 at 4% or $45,972 at 6%.
2001110$197,425$65,538$6,554iApproximate average salary by contribution assumption: employee only about $163,845 at 4% or $109,230 at 6%; with 50% employer match about $109,230 at 4% or $72,820 at 6%; with 100% employer match about $81,923 at 4% or $54,615 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-10$197,425$65,538$6,554iApproximate average salary by contribution assumption: employee only about $163,845 at 4% or $109,230 at 6%; with 50% employer match about $109,230 at 4% or $72,820 at 6%; with 100% employer match about $81,923 at 4% or $54,615 at 6%.
200027$153,788$58,366$8,338iApproximate average salary by contribution assumption: employee only about $208,450 at 4% or $138,967 at 6%; with 50% employer match about $138,967 at 4% or $92,644 at 6%; with 100% employer match about $104,225 at 4% or $69,483 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-7$153,788$58,366$8,338iApproximate average salary by contribution assumption: employee only about $208,450 at 4% or $138,967 at 6%; with 50% employer match about $138,967 at 4% or $92,644 at 6%; with 100% employer match about $104,225 at 4% or $69,483 at 6%.
Tan & Associates Inc. 401(K) Retirement Plan-7---