Civic Intelligence

Trivest II Inc.

Plan context: Tana Savings and Profit Sharing Plan and Trust

EIN 65-0577030 • 12 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

24

2005 Assets

$1,654,374

2005 Contributions

$194,804

Historical Graphs

Total Assets Over Time

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

$3,411,370$1,705,685$0199920022005YearValue
$1,654,374Latest year 2005

Participants Over Time

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

29150199920022005YearValue
24Latest year 2005

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
2005124$1,654,374$194,804$8,117iApproximate average salary by contribution assumption: employee only about $202,921 at 4% or $135,281 at 6%; with 50% employer match about $135,281 at 4% or $90,187 at 6%; with 100% employer match about $101,460 at 4% or $67,640 at 6%.
Tana Savings and Profit Sharing Plan and Trust-24$1,654,374$194,804$8,117iApproximate average salary by contribution assumption: employee only about $202,921 at 4% or $135,281 at 6%; with 50% employer match about $135,281 at 4% or $90,187 at 6%; with 100% employer match about $101,460 at 4% or $67,640 at 6%.
2004127$1,482,130$224,003$8,296iApproximate average salary by contribution assumption: employee only about $207,410 at 4% or $138,273 at 6%; with 50% employer match about $138,273 at 4% or $92,182 at 6%; with 100% employer match about $103,705 at 4% or $69,137 at 6%.
Tana Savings and Profit Sharing Plan and Trust-27$1,482,130$224,003$8,296iApproximate average salary by contribution assumption: employee only about $207,410 at 4% or $138,273 at 6%; with 50% employer match about $138,273 at 4% or $92,182 at 6%; with 100% employer match about $103,705 at 4% or $69,137 at 6%.
2003225$1,276,631$196,299$7,852iApproximate average salary by contribution assumption: employee only about $196,299 at 4% or $130,866 at 6%; with 50% employer match about $130,866 at 4% or $87,244 at 6%; with 100% employer match about $98,150 at 4% or $65,433 at 6%.
Tana Savings and Profit Sharing Plan and Trust-25$1,276,631$196,299$7,852iApproximate average salary by contribution assumption: employee only about $196,299 at 4% or $130,866 at 6%; with 50% employer match about $130,866 at 4% or $87,244 at 6%; with 100% employer match about $98,150 at 4% or $65,433 at 6%.
Tana Money Purchase Pension Plan and Trust-25---
2002225$1,752,036$402,679$16,107iApproximate average salary by contribution assumption: employee only about $402,679 at 4% or $268,453 at 6%; with 50% employer match about $268,453 at 4% or $178,968 at 6%; with 100% employer match about $201,340 at 4% or $134,226 at 6%.
Tana Money Purchase Pension Plan and Trust-24$902,798$218,150$9,090iApproximate average salary by contribution assumption: employee only about $227,240 at 4% or $151,493 at 6%; with 50% employer match about $151,493 at 4% or $100,995 at 6%; with 100% employer match about $113,620 at 4% or $75,747 at 6%.
Tana Savings and Profit Sharing Plan and Trust-25$849,238$184,529$7,381iApproximate average salary by contribution assumption: employee only about $184,529 at 4% or $123,019 at 6%; with 50% employer match about $123,019 at 4% or $82,013 at 6%; with 100% employer match about $92,265 at 4% or $61,510 at 6%.
2001222$1,944,446$365,437$16,611iApproximate average salary by contribution assumption: employee only about $415,269 at 4% or $276,846 at 6%; with 50% employer match about $276,846 at 4% or $184,564 at 6%; with 100% employer match about $207,635 at 4% or $138,423 at 6%.
Tana Money Purchase Pension Plan and Trust-22$1,096,354$218,153$9,916iApproximate average salary by contribution assumption: employee only about $247,901 at 4% or $165,267 at 6%; with 50% employer match about $165,267 at 4% or $110,178 at 6%; with 100% employer match about $123,951 at 4% or $82,634 at 6%.
Tana Savings and Profit Sharing Plan and Trust-22$848,092$147,284$6,695iApproximate average salary by contribution assumption: employee only about $167,368 at 4% or $111,579 at 6%; with 50% employer match about $111,579 at 4% or $74,386 at 6%; with 100% employer match about $83,684 at 4% or $55,789 at 6%.
2000225$2,967,639$356,843$14,274iApproximate average salary by contribution assumption: employee only about $356,843 at 4% or $237,895 at 6%; with 50% employer match about $237,895 at 4% or $158,597 at 6%; with 100% employer match about $178,422 at 4% or $118,948 at 6%.
Tana Money Purchase Pension Plan and Trust-19$1,550,459$171,113$9,006iApproximate average salary by contribution assumption: employee only about $225,149 at 4% or $150,099 at 6%; with 50% employer match about $150,099 at 4% or $100,066 at 6%; with 100% employer match about $112,574 at 4% or $75,050 at 6%.
Tana Savings and Profit Sharing Plan and Trust-25$1,417,180$185,730$7,429iApproximate average salary by contribution assumption: employee only about $185,730 at 4% or $123,820 at 6%; with 50% employer match about $123,820 at 4% or $82,547 at 6%; with 100% employer match about $92,865 at 4% or $61,910 at 6%.
1999229$3,411,370$354,055$12,209iApproximate average salary by contribution assumption: employee only about $305,220 at 4% or $203,480 at 6%; with 50% employer match about $203,480 at 4% or $135,653 at 6%; with 100% employer match about $152,610 at 4% or $101,740 at 6%.
Tana Money Purchase Pension Plan and Trust-23$1,783,748$192,493$8,369iApproximate average salary by contribution assumption: employee only about $209,232 at 4% or $139,488 at 6%; with 50% employer match about $139,488 at 4% or $92,992 at 6%; with 100% employer match about $104,616 at 4% or $69,744 at 6%.
Tana Savings and Profit Sharing Plan and Trust-29$1,627,622$161,562$5,571iApproximate average salary by contribution assumption: employee only about $139,278 at 4% or $92,852 at 6%; with 50% employer match about $92,852 at 4% or $61,901 at 6%; with 100% employer match about $69,639 at 4% or $46,426 at 6%.