Civic Intelligence

Interstate Td Investments

Plan context: Interstate Td Investments LLC Profit Sharing Plan

EIN 65-1195108 • Ventura, CA • 35 filings • 11 plans

6085 King Dr.#102Ventura, CA 93003
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,834,276

2024 Contributions

$270,001

Historical Graphs

Total Assets Over Time

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

$4,834,276$2,417,138$0200820162024YearValue
$4,834,276Latest year 2024

Participants Over Time

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

1370200720162024YearValue
10Latest 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
2024210$4,834,276$270,001$27,000iApproximate average salary by contribution assumption: employee only about $675,003 at 4% or $450,002 at 6%; with 50% employer match about $450,002 at 4% or $300,001 at 6%; with 100% employer match about $337,501 at 4% or $225,001 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-10$2,656,897$70,001$7,000iApproximate average salary by contribution assumption: employee only about $175,003 at 4% or $116,668 at 6%; with 50% employer match about $116,668 at 4% or $77,779 at 6%; with 100% employer match about $87,501 at 4% or $58,334 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-6$2,177,379$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2023211$4,323,605$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-11$2,403,122$50,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-6$1,920,483$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2022212$3,899,772$300,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-12$2,251,453$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-7$1,648,319$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
2021212$3,197,557$300,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-12$1,797,287$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-7$1,400,270$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
2020212$2,559,920$309,145$25,762iApproximate average salary by contribution assumption: employee only about $644,052 at 4% or $429,368 at 6%; with 50% employer match about $429,368 at 4% or $286,245 at 6%; with 100% employer match about $322,026 at 4% or $214,684 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-12$1,415,459$102,845$8,570iApproximate average salary by contribution assumption: employee only about $214,260 at 4% or $142,840 at 6%; with 50% employer match about $142,840 at 4% or $95,227 at 6%; with 100% employer match about $107,130 at 4% or $71,420 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-8$1,144,461$206,300$25,788iApproximate average salary by contribution assumption: employee only about $644,688 at 4% or $429,792 at 6%; with 50% employer match about $429,792 at 4% or $286,528 at 6%; with 100% employer match about $322,344 at 4% or $214,896 at 6%.
2019313$1,877,195$311,992$23,999iApproximate average salary by contribution assumption: employee only about $599,985 at 4% or $399,990 at 6%; with 50% employer match about $399,990 at 4% or $266,660 at 6%; with 100% employer match about $299,992 at 4% or $199,995 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-13$984,651$100,496$7,730iApproximate average salary by contribution assumption: employee only about $193,262 at 4% or $128,841 at 6%; with 50% employer match about $128,841 at 4% or $85,894 at 6%; with 100% employer match about $96,631 at 4% or $64,421 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-9$892,544$211,496$23,500iApproximate average salary by contribution assumption: employee only about $587,489 at 4% or $391,659 at 6%; with 50% employer match about $391,659 at 4% or $261,106 at 6%; with 100% employer match about $293,744 at 4% or $195,830 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-0$0$0-
2018313$1,923,177$346,270$26,636iApproximate average salary by contribution assumption: employee only about $665,904 at 4% or $443,936 at 6%; with 50% employer match about $443,936 at 4% or $295,957 at 6%; with 100% employer match about $332,952 at 4% or $221,968 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$669,006$36,750$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-9$649,679$211,496$23,500iApproximate average salary by contribution assumption: employee only about $587,489 at 4% or $391,659 at 6%; with 50% employer match about $391,659 at 4% or $261,106 at 6%; with 100% employer match about $293,744 at 4% or $195,830 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-13$604,492$98,024$7,540iApproximate average salary by contribution assumption: employee only about $188,508 at 4% or $125,672 at 6%; with 50% employer match about $125,672 at 4% or $83,781 at 6%; with 100% employer match about $94,254 at 4% or $62,836 at 6%.
2017313$1,458,272$340,582$26,199iApproximate average salary by contribution assumption: employee only about $654,965 at 4% or $436,644 at 6%; with 50% employer match about $436,644 at 4% or $291,096 at 6%; with 100% employer match about $327,483 at 4% or $218,322 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$709,977$36,050$5,150iApproximate average salary by contribution assumption: employee only about $128,750 at 4% or $85,833 at 6%; with 50% employer match about $85,833 at 4% or $57,222 at 6%; with 100% employer match about $64,375 at 4% or $42,917 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-9$417,338$205,028$22,781iApproximate average salary by contribution assumption: employee only about $569,522 at 4% or $379,681 at 6%; with 50% employer match about $379,681 at 4% or $253,121 at 6%; with 100% employer match about $284,761 at 4% or $189,841 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-13$330,957$99,504$7,654iApproximate average salary by contribution assumption: employee only about $191,354 at 4% or $127,569 at 6%; with 50% employer match about $127,569 at 4% or $85,046 at 6%; with 100% employer match about $95,677 at 4% or $63,785 at 6%.
2016413$973,088$459,035$35,310iApproximate average salary by contribution assumption: employee only about $882,760 at 4% or $588,506 at 6%; with 50% employer match about $588,506 at 4% or $392,338 at 6%; with 100% employer match about $441,380 at 4% or $294,253 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$577,350$63,297$9,042iApproximate average salary by contribution assumption: employee only about $226,061 at 4% or $150,707 at 6%; with 50% employer match about $150,707 at 4% or $100,471 at 6%; with 100% employer match about $113,030 at 4% or $75,354 at 6%.
Interstate Td Investments LLC Cash Balance Pension Plan-9$202,486$202,486$22,498iApproximate average salary by contribution assumption: employee only about $562,461 at 4% or $374,974 at 6%; with 50% employer match about $374,974 at 4% or $249,983 at 6%; with 100% employer match about $281,231 at 4% or $187,487 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-13$96,626$96,626$7,433iApproximate average salary by contribution assumption: employee only about $185,819 at 4% or $123,879 at 6%; with 50% employer match about $123,879 at 4% or $82,586 at 6%; with 100% employer match about $92,910 at 4% or $61,940 at 6%.
Interstate Td Investments LLC Profit Sharing Plan-13$96,626$96,626$7,433iApproximate average salary by contribution assumption: employee only about $185,819 at 4% or $123,879 at 6%; with 50% employer match about $123,879 at 4% or $82,586 at 6%; with 100% employer match about $92,910 at 4% or $61,940 at 6%.
201517$474,583$36,203$5,172iApproximate average salary by contribution assumption: employee only about $129,296 at 4% or $86,198 at 6%; with 50% employer match about $86,198 at 4% or $57,465 at 6%; with 100% employer match about $64,648 at 4% or $43,099 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$474,583$36,203$5,172iApproximate average salary by contribution assumption: employee only about $129,296 at 4% or $86,198 at 6%; with 50% employer match about $86,198 at 4% or $57,465 at 6%; with 100% employer match about $64,648 at 4% or $43,099 at 6%.
201417$459,544$60,233$8,605iApproximate average salary by contribution assumption: employee only about $215,118 at 4% or $143,412 at 6%; with 50% employer match about $143,412 at 4% or $95,608 at 6%; with 100% employer match about $107,559 at 4% or $71,706 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$459,544$60,233$8,605iApproximate average salary by contribution assumption: employee only about $215,118 at 4% or $143,412 at 6%; with 50% employer match about $143,412 at 4% or $95,608 at 6%; with 100% employer match about $107,559 at 4% or $71,706 at 6%.
201317$376,963$66,132$9,447iApproximate average salary by contribution assumption: employee only about $236,186 at 4% or $157,457 at 6%; with 50% employer match about $157,457 at 4% or $104,971 at 6%; with 100% employer match about $118,093 at 4% or $78,729 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$376,963$66,132$9,447iApproximate average salary by contribution assumption: employee only about $236,186 at 4% or $157,457 at 6%; with 50% employer match about $157,457 at 4% or $104,971 at 6%; with 100% employer match about $118,093 at 4% or $78,729 at 6%.
201217$258,981$55,617$7,945iApproximate average salary by contribution assumption: employee only about $198,632 at 4% or $132,421 at 6%; with 50% employer match about $132,421 at 4% or $88,281 at 6%; with 100% employer match about $99,316 at 4% or $66,211 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$258,981$55,617$7,945iApproximate average salary by contribution assumption: employee only about $198,632 at 4% or $132,421 at 6%; with 50% employer match about $132,421 at 4% or $88,281 at 6%; with 100% employer match about $99,316 at 4% or $66,211 at 6%.
201129$363,322$110,834$12,315iApproximate average salary by contribution assumption: employee only about $307,872 at 4% or $205,248 at 6%; with 50% employer match about $205,248 at 4% or $136,832 at 6%; with 100% employer match about $153,936 at 4% or $102,624 at 6%.
INTERSTATE TD INVESTMENTS 401 K PROFIT SHARING PLAN TRUST-9$181,661$55,417$6,157iApproximate average salary by contribution assumption: employee only about $153,936 at 4% or $102,624 at 6%; with 50% employer match about $102,624 at 4% or $68,416 at 6%; with 100% employer match about $76,968 at 4% or $51,312 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-9$181,661$55,417$6,157iApproximate average salary by contribution assumption: employee only about $153,936 at 4% or $102,624 at 6%; with 50% employer match about $102,624 at 4% or $68,416 at 6%; with 100% employer match about $76,968 at 4% or $51,312 at 6%.
201027$284,952$63,900$9,129iApproximate average salary by contribution assumption: employee only about $228,214 at 4% or $152,143 at 6%; with 50% employer match about $152,143 at 4% or $101,429 at 6%; with 100% employer match about $114,107 at 4% or $76,071 at 6%.
INTERSTATE TD INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST-7$142,476$31,950$4,564iApproximate average salary by contribution assumption: employee only about $114,107 at 4% or $76,071 at 6%; with 50% employer match about $76,071 at 4% or $50,714 at 6%; with 100% employer match about $57,054 at 4% or $38,036 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$142,476$31,950$4,564iApproximate average salary by contribution assumption: employee only about $114,107 at 4% or $76,071 at 6%; with 50% employer match about $76,071 at 4% or $50,714 at 6%; with 100% employer match about $57,054 at 4% or $38,036 at 6%.
200917$99,554$19,050$2,721iApproximate average salary by contribution assumption: employee only about $68,036 at 4% or $45,357 at 6%; with 50% employer match about $45,357 at 4% or $30,238 at 6%; with 100% employer match about $34,018 at 4% or $22,679 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-7$99,554$19,050$2,721iApproximate average salary by contribution assumption: employee only about $68,036 at 4% or $45,357 at 6%; with 50% employer match about $45,357 at 4% or $30,238 at 6%; with 100% employer match about $34,018 at 4% or $22,679 at 6%.
200818$63,990$15,840$1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%.
Interstate Td Investments 401 K Profit Sharing Plan Trust-8$63,990$15,840$1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%.
200728$0$0-
INTERSTATE TD INVESTMENTS, LLC 401K PLAN-0---
Interstate Td Investments 401 K Profit Sharing Plan Trust-8---