Civic Intelligence

The Money Tree Inc.

Plan context: The Money Tree Inc. 401K Retirement Savings Plan

EIN 58-2171386 • 22 filings • 3 plans

Current Snapshot

Latest Year

2012

2012 Participants

103

2012 Assets

$1,028,170

2012 Contributions

$39,629

Historical Graphs

Total Assets Over Time

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

$1,370,632$685,316$0199920052011YearValue
$1,028,170Latest year 2011

Participants Over Time

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

2611310199920052011YearValue
103Latest year 2011

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
201210$0$39,629-
The Money Tree Inc. 401K Retirement Savings Plan-0-$39,629-
20112103$1,028,170$124,832$1,212iApproximate average salary by contribution assumption: employee only about $30,299 at 4% or $20,199 at 6%; with 50% employer match about $20,199 at 4% or $13,466 at 6%; with 100% employer match about $15,150 at 4% or $10,100 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-103$1,028,170$124,832$1,212iApproximate average salary by contribution assumption: employee only about $30,299 at 4% or $20,199 at 6%; with 50% employer match about $20,199 at 4% or $13,466 at 6%; with 100% employer match about $15,150 at 4% or $10,100 at 6%.
THE MONEY TREE INC FLEXIBLE BENEFITS PLAN-74---
20102196$1,370,632$164,703$840iApproximate average salary by contribution assumption: employee only about $21,008 at 4% or $14,005 at 6%; with 50% employer match about $14,005 at 4% or $9,337 at 6%; with 100% employer match about $10,504 at 4% or $7,003 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-196$1,370,632$164,703$840iApproximate average salary by contribution assumption: employee only about $21,008 at 4% or $14,005 at 6%; with 50% employer match about $14,005 at 4% or $9,337 at 6%; with 100% employer match about $10,504 at 4% or $7,003 at 6%.
THE MONEY TREE INC FLEXIBLE BENEFITS PLAN-140---
20092251$1,300,028$219,171$873iApproximate average salary by contribution assumption: employee only about $21,830 at 4% or $14,553 at 6%; with 50% employer match about $14,553 at 4% or $9,702 at 6%; with 100% employer match about $10,915 at 4% or $7,277 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-251$1,300,028$219,171$873iApproximate average salary by contribution assumption: employee only about $21,830 at 4% or $14,553 at 6%; with 50% employer match about $14,553 at 4% or $9,702 at 6%; with 100% employer match about $10,915 at 4% or $7,277 at 6%.
THE MONEY TREE INC FLEXIBLE BENEFITS PLAN-178---
20082238$967,091$324,162$1,362iApproximate average salary by contribution assumption: employee only about $34,051 at 4% or $22,700 at 6%; with 50% employer match about $22,700 at 4% or $15,134 at 6%; with 100% employer match about $17,025 at 4% or $11,350 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-238$967,091$324,162$1,362iApproximate average salary by contribution assumption: employee only about $34,051 at 4% or $22,700 at 6%; with 50% employer match about $22,700 at 4% or $15,134 at 6%; with 100% employer match about $17,025 at 4% or $11,350 at 6%.
THE MONEY TREE INC FLEXIBLE BENEFITS PLAN-191---
20072232$1,218,741$264,541$1,140iApproximate average salary by contribution assumption: employee only about $28,507 at 4% or $19,004 at 6%; with 50% employer match about $19,004 at 4% or $12,670 at 6%; with 100% employer match about $14,253 at 4% or $9,502 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-232$1,218,741$264,541$1,140iApproximate average salary by contribution assumption: employee only about $28,507 at 4% or $19,004 at 6%; with 50% employer match about $19,004 at 4% or $12,670 at 6%; with 100% employer match about $14,253 at 4% or $9,502 at 6%.
THE MONEY TREE INC FLEXIBLE BENEFITS PLAN-181---
20061197$1,042,385$226,210$1,148iApproximate average salary by contribution assumption: employee only about $28,707 at 4% or $19,138 at 6%; with 50% employer match about $19,138 at 4% or $12,759 at 6%; with 100% employer match about $14,353 at 4% or $9,569 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-197$1,042,385$226,210$1,148iApproximate average salary by contribution assumption: employee only about $28,707 at 4% or $19,138 at 6%; with 50% employer match about $19,138 at 4% or $12,759 at 6%; with 100% employer match about $14,353 at 4% or $9,569 at 6%.
20051188$894,419$222,401$1,183iApproximate average salary by contribution assumption: employee only about $29,575 at 4% or $19,716 at 6%; with 50% employer match about $19,716 at 4% or $13,144 at 6%; with 100% employer match about $14,787 at 4% or $9,858 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-188$894,419$222,401$1,183iApproximate average salary by contribution assumption: employee only about $29,575 at 4% or $19,716 at 6%; with 50% employer match about $19,716 at 4% or $13,144 at 6%; with 100% employer match about $14,787 at 4% or $9,858 at 6%.
20042261$795,866$183,695$704iApproximate average salary by contribution assumption: employee only about $17,595 at 4% or $11,730 at 6%; with 50% employer match about $11,730 at 4% or $7,820 at 6%; with 100% employer match about $8,798 at 4% or $5,865 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-162$795,866$183,695$1,134iApproximate average salary by contribution assumption: employee only about $28,348 at 4% or $18,899 at 6%; with 50% employer match about $18,899 at 4% or $12,599 at 6%; with 100% employer match about $14,174 at 4% or $9,449 at 6%.
THE MONEY TREE INC FLEXIBLE BENEFITS PLAN-261---
20032179$602,866$172,381$963iApproximate average salary by contribution assumption: employee only about $24,076 at 4% or $16,050 at 6%; with 50% employer match about $16,050 at 4% or $10,700 at 6%; with 100% employer match about $12,038 at 4% or $8,025 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-118$602,866$172,381$1,461iApproximate average salary by contribution assumption: employee only about $36,521 at 4% or $24,348 at 6%; with 50% employer match about $24,348 at 4% or $16,232 at 6%; with 100% employer match about $18,261 at 4% or $12,174 at 6%.
THE MONEY TREE INC FLEXIBLE BENEFITS PLAN-179---
20022181$394,287$140,993$779iApproximate average salary by contribution assumption: employee only about $19,474 at 4% or $12,983 at 6%; with 50% employer match about $12,983 at 4% or $8,655 at 6%; with 100% employer match about $9,737 at 4% or $6,491 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-94$394,287$140,993$1,500iApproximate average salary by contribution assumption: employee only about $37,498 at 4% or $24,999 at 6%; with 50% employer match about $24,999 at 4% or $16,666 at 6%; with 100% employer match about $18,749 at 4% or $12,499 at 6%.
THE MONEY TREE INC FLEXIBLE BENEFITS PLAN-181---
2001141$348,393$108,722$2,652iApproximate average salary by contribution assumption: employee only about $66,294 at 4% or $44,196 at 6%; with 50% employer match about $44,196 at 4% or $29,464 at 6%; with 100% employer match about $33,147 at 4% or $22,098 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-41$348,393$108,722$2,652iApproximate average salary by contribution assumption: employee only about $66,294 at 4% or $44,196 at 6%; with 50% employer match about $44,196 at 4% or $29,464 at 6%; with 100% employer match about $33,147 at 4% or $22,098 at 6%.
2000128$309,759$116,699$4,168iApproximate average salary by contribution assumption: employee only about $104,196 at 4% or $69,464 at 6%; with 50% employer match about $69,464 at 4% or $46,309 at 6%; with 100% employer match about $52,098 at 4% or $34,732 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-28$309,759$116,699$4,168iApproximate average salary by contribution assumption: employee only about $104,196 at 4% or $69,464 at 6%; with 50% employer match about $69,464 at 4% or $46,309 at 6%; with 100% employer match about $52,098 at 4% or $34,732 at 6%.
1999140$324,166$134,417$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,005 at 4% or $28,004 at 6%.
The Money Tree Inc. 401K Retirement Savings Plan-40$324,166$134,417$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,005 at 4% or $28,004 at 6%.