Civic Intelligence

Joe Tanner & Associates, Inc.

Plan context: Joe Tanner & Associates Inc. 401K Profit Sharing Plan

EIN 58-2339665 • Greensboro, GA • 46 filings • 6 plans

1020 Parkside CommonsSuite 101-0Greensboro, GA 30642
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$488,923

2025 Contributions

$61,150

Historical Graphs

Total Assets Over Time

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

$2,147,285$1,073,643$0199920132025YearValue
$488,923Latest year 2025

Participants Over Time

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

1160199920122025YearValue
5Latest year 2025

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
202515$488,923$61,150$12,230iApproximate average salary by contribution assumption: employee only about $305,750 at 4% or $203,833 at 6%; with 50% employer match about $203,833 at 4% or $135,889 at 6%; with 100% employer match about $152,875 at 4% or $101,917 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-5$488,923$61,150$12,230iApproximate average salary by contribution assumption: employee only about $305,750 at 4% or $203,833 at 6%; with 50% employer match about $203,833 at 4% or $135,889 at 6%; with 100% employer match about $152,875 at 4% or $101,917 at 6%.
202414$393,086$23,912$5,978iApproximate average salary by contribution assumption: employee only about $149,450 at 4% or $99,633 at 6%; with 50% employer match about $99,633 at 4% or $66,422 at 6%; with 100% employer match about $74,725 at 4% or $49,817 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-4$393,086$23,912$5,978iApproximate average salary by contribution assumption: employee only about $149,450 at 4% or $99,633 at 6%; with 50% employer match about $99,633 at 4% or $66,422 at 6%; with 100% employer match about $74,725 at 4% or $49,817 at 6%.
202316$349,353$24,030$4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-6$349,353$24,030$4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%.
202227$814,041$57,059$8,151iApproximate average salary by contribution assumption: employee only about $203,782 at 4% or $135,855 at 6%; with 50% employer match about $135,855 at 4% or $90,570 at 6%; with 100% employer match about $101,891 at 4% or $67,927 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$814,041$57,059$8,151iApproximate average salary by contribution assumption: employee only about $203,782 at 4% or $135,855 at 6%; with 50% employer match about $135,855 at 4% or $90,570 at 6%; with 100% employer match about $101,891 at 4% or $67,927 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-0---
202127$1,171,630$24,265$3,466iApproximate average salary by contribution assumption: employee only about $86,661 at 4% or $57,774 at 6%; with 50% employer match about $57,774 at 4% or $38,516 at 6%; with 100% employer match about $43,330 at 4% or $28,887 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$1,104,331$24,265$3,466iApproximate average salary by contribution assumption: employee only about $86,661 at 4% or $57,774 at 6%; with 50% employer match about $57,774 at 4% or $38,516 at 6%; with 100% employer match about $43,330 at 4% or $28,887 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-5$67,299--
202027$1,196,202$117,368$16,767iApproximate average salary by contribution assumption: employee only about $419,171 at 4% or $279,448 at 6%; with 50% employer match about $279,448 at 4% or $186,298 at 6%; with 100% employer match about $209,586 at 4% or $139,724 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$1,128,012$117,368$16,767iApproximate average salary by contribution assumption: employee only about $419,171 at 4% or $279,448 at 6%; with 50% employer match about $279,448 at 4% or $186,298 at 6%; with 100% employer match about $209,586 at 4% or $139,724 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-5$68,190--
201927$1,083,964$27,846$3,978iApproximate average salary by contribution assumption: employee only about $99,450 at 4% or $66,300 at 6%; with 50% employer match about $66,300 at 4% or $44,200 at 6%; with 100% employer match about $49,725 at 4% or $33,150 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$746,379$27,846$3,978iApproximate average salary by contribution assumption: employee only about $99,450 at 4% or $66,300 at 6%; with 50% employer match about $66,300 at 4% or $44,200 at 6%; with 100% employer match about $49,725 at 4% or $33,150 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-5$337,585--
201827$1,323,704$43,200$6,171iApproximate average salary by contribution assumption: employee only about $154,286 at 4% or $102,857 at 6%; with 50% employer match about $102,857 at 4% or $68,571 at 6%; with 100% employer match about $77,143 at 4% or $51,429 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$899,826$42,200$6,029iApproximate average salary by contribution assumption: employee only about $150,714 at 4% or $100,476 at 6%; with 50% employer match about $100,476 at 4% or $66,984 at 6%; with 100% employer match about $75,357 at 4% or $50,238 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-5$423,878$1,000$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
201727$1,499,549$62,317$8,902iApproximate average salary by contribution assumption: employee only about $222,561 at 4% or $148,374 at 6%; with 50% employer match about $148,374 at 4% or $98,916 at 6%; with 100% employer match about $111,280 at 4% or $74,187 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$964,700$55,017$7,860iApproximate average salary by contribution assumption: employee only about $196,489 at 4% or $130,993 at 6%; with 50% employer match about $130,993 at 4% or $87,329 at 6%; with 100% employer match about $98,245 at 4% or $65,496 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-5$534,849$7,300$1,460iApproximate average salary by contribution assumption: employee only about $36,500 at 4% or $24,333 at 6%; with 50% employer match about $24,333 at 4% or $16,222 at 6%; with 100% employer match about $18,250 at 4% or $12,167 at 6%.
201627$1,949,038$93,600$13,371iApproximate average salary by contribution assumption: employee only about $334,286 at 4% or $222,857 at 6%; with 50% employer match about $222,857 at 4% or $148,571 at 6%; with 100% employer match about $167,143 at 4% or $111,429 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$1,031,618$58,600$8,371iApproximate average salary by contribution assumption: employee only about $209,286 at 4% or $139,524 at 6%; with 50% employer match about $139,524 at 4% or $93,016 at 6%; with 100% employer match about $104,643 at 4% or $69,762 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-7$917,420$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201527$2,041,193$178,857$25,551iApproximate average salary by contribution assumption: employee only about $638,775 at 4% or $425,850 at 6%; with 50% employer match about $425,850 at 4% or $283,900 at 6%; with 100% employer match about $319,388 at 4% or $212,925 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$1,029,149$74,857$10,694iApproximate average salary by contribution assumption: employee only about $267,346 at 4% or $178,231 at 6%; with 50% employer match about $178,231 at 4% or $118,821 at 6%; with 100% employer match about $133,673 at 4% or $89,115 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-7$1,012,044$104,000$14,857iApproximate average salary by contribution assumption: employee only about $371,429 at 4% or $247,619 at 6%; with 50% employer match about $247,619 at 4% or $165,079 at 6%; with 100% employer match about $185,714 at 4% or $123,810 at 6%.
201428$2,147,285$189,175$23,647iApproximate average salary by contribution assumption: employee only about $591,172 at 4% or $394,115 at 6%; with 50% employer match about $394,115 at 4% or $262,743 at 6%; with 100% employer match about $295,586 at 4% or $197,057 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-8$1,085,764$107,331$13,416iApproximate average salary by contribution assumption: employee only about $335,409 at 4% or $223,606 at 6%; with 50% employer match about $223,606 at 4% or $149,071 at 6%; with 100% employer match about $167,705 at 4% or $111,803 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-8$1,061,521$81,844$10,231iApproximate average salary by contribution assumption: employee only about $255,763 at 4% or $170,508 at 6%; with 50% employer match about $170,508 at 4% or $113,672 at 6%; with 100% employer match about $127,881 at 4% or $85,254 at 6%.
2013210$1,892,787$181,723$18,172iApproximate average salary by contribution assumption: employee only about $454,308 at 4% or $302,872 at 6%; with 50% employer match about $302,872 at 4% or $201,914 at 6%; with 100% employer match about $227,154 at 4% or $151,436 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$1,017,825$56,830$8,119iApproximate average salary by contribution assumption: employee only about $202,964 at 4% or $135,310 at 6%; with 50% employer match about $135,310 at 4% or $90,206 at 6%; with 100% employer match about $101,482 at 4% or $67,655 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-10$874,962$124,893$12,489iApproximate average salary by contribution assumption: employee only about $312,233 at 4% or $208,155 at 6%; with 50% employer match about $208,155 at 4% or $138,770 at 6%; with 100% employer match about $156,116 at 4% or $104,078 at 6%.
201229$1,584,766$275,581$30,620iApproximate average salary by contribution assumption: employee only about $765,503 at 4% or $510,335 at 6%; with 50% employer match about $510,335 at 4% or $340,223 at 6%; with 100% employer match about $382,751 at 4% or $255,168 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$807,022$65,158$9,308iApproximate average salary by contribution assumption: employee only about $232,707 at 4% or $155,138 at 6%; with 50% employer match about $155,138 at 4% or $103,425 at 6%; with 100% employer match about $116,354 at 4% or $77,569 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-9$777,744$210,423$23,380iApproximate average salary by contribution assumption: employee only about $584,508 at 4% or $389,672 at 6%; with 50% employer match about $389,672 at 4% or $259,781 at 6%; with 100% employer match about $292,254 at 4% or $194,836 at 6%.
201128$1,577,881$281,872$35,234iApproximate average salary by contribution assumption: employee only about $880,850 at 4% or $587,233 at 6%; with 50% employer match about $587,233 at 4% or $391,489 at 6%; with 100% employer match about $440,425 at 4% or $293,617 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-8$810,150$229,423$28,678iApproximate average salary by contribution assumption: employee only about $716,947 at 4% or $477,965 at 6%; with 50% employer match about $477,965 at 4% or $318,643 at 6%; with 100% employer match about $358,473 at 4% or $238,982 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-8$767,731$52,449$6,556iApproximate average salary by contribution assumption: employee only about $163,903 at 4% or $109,269 at 6%; with 50% employer match about $109,269 at 4% or $72,846 at 6%; with 100% employer match about $81,952 at 4% or $54,634 at 6%.
201029$1,626,259$283,560$31,507iApproximate average salary by contribution assumption: employee only about $787,667 at 4% or $525,111 at 6%; with 50% employer match about $525,111 at 4% or $350,074 at 6%; with 100% employer match about $393,833 at 4% or $262,556 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-9$891,165$230,199$25,578iApproximate average salary by contribution assumption: employee only about $639,442 at 4% or $426,294 at 6%; with 50% employer match about $426,294 at 4% or $284,196 at 6%; with 100% employer match about $319,721 at 4% or $213,147 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-9$735,094$53,361$5,929iApproximate average salary by contribution assumption: employee only about $148,225 at 4% or $98,817 at 6%; with 50% employer match about $98,817 at 4% or $65,878 at 6%; with 100% employer match about $74,113 at 4% or $49,408 at 6%.
200929$1,684,491$321,266$35,696iApproximate average salary by contribution assumption: employee only about $892,406 at 4% or $594,937 at 6%; with 50% employer match about $594,937 at 4% or $396,625 at 6%; with 100% employer match about $446,203 at 4% or $297,469 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-9$1,058,596$260,507$28,945iApproximate average salary by contribution assumption: employee only about $723,631 at 4% or $482,420 at 6%; with 50% employer match about $482,420 at 4% or $321,614 at 6%; with 100% employer match about $361,815 at 4% or $241,210 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$625,895$60,759$8,680iApproximate average salary by contribution assumption: employee only about $216,996 at 4% or $144,664 at 6%; with 50% employer match about $144,664 at 4% or $96,443 at 6%; with 100% employer match about $108,498 at 4% or $72,332 at 6%.
2008211$1,588,595$525,225$47,748iApproximate average salary by contribution assumption: employee only about $1,193,693 at 4% or $795,795 at 6%; with 50% employer match about $795,795 at 4% or $530,530 at 6%; with 100% employer match about $596,847 at 4% or $397,898 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-11$1,110,222$327,882$29,807iApproximate average salary by contribution assumption: employee only about $745,186 at 4% or $496,791 at 6%; with 50% employer match about $496,791 at 4% or $331,194 at 6%; with 100% employer match about $372,593 at 4% or $248,395 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-8$478,373$197,343$24,668iApproximate average salary by contribution assumption: employee only about $616,697 at 4% or $411,131 at 6%; with 50% employer match about $411,131 at 4% or $274,088 at 6%; with 100% employer match about $308,348 at 4% or $205,566 at 6%.
2007210$540,646$54,576$5,458iApproximate average salary by contribution assumption: employee only about $136,440 at 4% or $90,960 at 6%; with 50% employer match about $90,960 at 4% or $60,640 at 6%; with 100% employer match about $68,220 at 4% or $45,480 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-10$540,646$54,576$5,458iApproximate average salary by contribution assumption: employee only about $136,440 at 4% or $90,960 at 6%; with 50% employer match about $90,960 at 4% or $60,640 at 6%; with 100% employer match about $68,220 at 4% or $45,480 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-10---
2006210$1,837,410$340,983$34,098iApproximate average salary by contribution assumption: employee only about $852,458 at 4% or $568,305 at 6%; with 50% employer match about $568,305 at 4% or $378,870 at 6%; with 100% employer match about $426,229 at 4% or $284,153 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-10$1,370,274$283,632$28,363iApproximate average salary by contribution assumption: employee only about $709,080 at 4% or $472,720 at 6%; with 50% employer match about $472,720 at 4% or $315,147 at 6%; with 100% employer match about $354,540 at 4% or $236,360 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-10$467,136$57,351$5,735iApproximate average salary by contribution assumption: employee only about $143,378 at 4% or $95,585 at 6%; with 50% employer match about $95,585 at 4% or $63,723 at 6%; with 100% employer match about $71,689 at 4% or $47,793 at 6%.
200529$1,262,657$338,911$37,657iApproximate average salary by contribution assumption: employee only about $941,419 at 4% or $627,613 at 6%; with 50% employer match about $627,613 at 4% or $418,409 at 6%; with 100% employer match about $470,710 at 4% or $313,806 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-8$885,591$285,319$35,665iApproximate average salary by contribution assumption: employee only about $891,622 at 4% or $594,415 at 6%; with 50% employer match about $594,415 at 4% or $396,276 at 6%; with 100% employer match about $445,811 at 4% or $297,207 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-9$377,066$53,592$5,955iApproximate average salary by contribution assumption: employee only about $148,867 at 4% or $99,244 at 6%; with 50% employer match about $99,244 at 4% or $66,163 at 6%; with 100% employer match about $74,433 at 4% or $49,622 at 6%.
200428$1,341,662$313,923$39,240iApproximate average salary by contribution assumption: employee only about $981,009 at 4% or $654,006 at 6%; with 50% employer match about $654,006 at 4% or $436,004 at 6%; with 100% employer match about $490,505 at 4% or $327,003 at 6%.
Employee Stock Ownership Plan of Joe Tanner & Associates-8$1,030,206$268,843$33,605iApproximate average salary by contribution assumption: employee only about $840,134 at 4% or $560,090 at 6%; with 50% employer match about $560,090 at 4% or $373,393 at 6%; with 100% employer match about $420,067 at 4% or $280,045 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-8$311,456$45,080$5,635iApproximate average salary by contribution assumption: employee only about $140,875 at 4% or $93,917 at 6%; with 50% employer match about $93,917 at 4% or $62,611 at 6%; with 100% employer match about $70,438 at 4% or $46,958 at 6%.
200318$242,926$73,900$9,238iApproximate average salary by contribution assumption: employee only about $230,938 at 4% or $153,958 at 6%; with 50% employer match about $153,958 at 4% or $102,639 at 6%; with 100% employer match about $115,469 at 4% or $76,979 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-8$242,926$73,900$9,238iApproximate average salary by contribution assumption: employee only about $230,938 at 4% or $153,958 at 6%; with 50% employer match about $153,958 at 4% or $102,639 at 6%; with 100% employer match about $115,469 at 4% or $76,979 at 6%.
200216$157,842$60,475$10,079iApproximate average salary by contribution assumption: employee only about $251,979 at 4% or $167,986 at 6%; with 50% employer match about $167,986 at 4% or $111,991 at 6%; with 100% employer match about $125,990 at 4% or $83,993 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-6$157,842$60,475$10,079iApproximate average salary by contribution assumption: employee only about $251,979 at 4% or $167,986 at 6%; with 50% employer match about $167,986 at 4% or $111,991 at 6%; with 100% employer match about $125,990 at 4% or $83,993 at 6%.
200117$0$0-
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7---
200017$63,658$49,386$7,055iApproximate average salary by contribution assumption: employee only about $176,379 at 4% or $117,586 at 6%; with 50% employer match about $117,586 at 4% or $78,390 at 6%; with 100% employer match about $88,189 at 4% or $58,793 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-7$63,658$49,386$7,055iApproximate average salary by contribution assumption: employee only about $176,379 at 4% or $117,586 at 6%; with 50% employer match about $117,586 at 4% or $78,390 at 6%; with 100% employer match about $88,189 at 4% or $58,793 at 6%.
199916$21,155$21,155$3,526iApproximate average salary by contribution assumption: employee only about $88,146 at 4% or $58,764 at 6%; with 50% employer match about $58,764 at 4% or $39,176 at 6%; with 100% employer match about $44,073 at 4% or $29,382 at 6%.
Joe Tanner & Associates Inc. 401K Profit Sharing Plan-6$21,155$21,155$3,526iApproximate average salary by contribution assumption: employee only about $88,146 at 4% or $58,764 at 6%; with 50% employer match about $58,764 at 4% or $39,176 at 6%; with 100% employer match about $44,073 at 4% or $29,382 at 6%.