Civic Intelligence

Nick G. Tarlson CPA

Plan context: Tarlson & Associates Profit Sharing Plan

EIN 68-0077572 • San Francisco, CA • 14 filings • 3 plans

220 Sansome St Ste 900San Francisco, CA 94104-2724
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,480,472

2024 Contributions

$87,827

Historical Graphs

Total Assets Over Time

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

$2,480,472$1,240,236$0201120182024YearValue
$2,480,472Latest year 2024

Participants Over Time

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

630201120182024YearValue
5Latest 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
202415$2,480,472$87,827$17,565iApproximate average salary by contribution assumption: employee only about $439,135 at 4% or $292,757 at 6%; with 50% employer match about $292,757 at 4% or $195,171 at 6%; with 100% employer match about $219,568 at 4% or $146,378 at 6%.
Tarlson & Associates Profit Sharing Plan-5$2,480,472$87,827$17,565iApproximate average salary by contribution assumption: employee only about $439,135 at 4% or $292,757 at 6%; with 50% employer match about $292,757 at 4% or $195,171 at 6%; with 100% employer match about $219,568 at 4% or $146,378 at 6%.
202315$2,143,002$98,997$19,799iApproximate average salary by contribution assumption: employee only about $494,985 at 4% or $329,990 at 6%; with 50% employer match about $329,990 at 4% or $219,993 at 6%; with 100% employer match about $247,493 at 4% or $164,995 at 6%.
Tarlson & Associates Profit Sharing Plan-5$2,143,002$98,997$19,799iApproximate average salary by contribution assumption: employee only about $494,985 at 4% or $329,990 at 6%; with 50% employer match about $329,990 at 4% or $219,993 at 6%; with 100% employer match about $247,493 at 4% or $164,995 at 6%.
202216$1,776,478$85,632$14,272iApproximate average salary by contribution assumption: employee only about $356,800 at 4% or $237,867 at 6%; with 50% employer match about $237,867 at 4% or $158,578 at 6%; with 100% employer match about $178,400 at 4% or $118,933 at 6%.
Tarlson & Associates Profit Sharing Plan-6$1,776,478$85,632$14,272iApproximate average salary by contribution assumption: employee only about $356,800 at 4% or $237,867 at 6%; with 50% employer match about $237,867 at 4% or $158,578 at 6%; with 100% employer match about $178,400 at 4% or $118,933 at 6%.
202116$1,940,593$71,740$11,957iApproximate average salary by contribution assumption: employee only about $298,917 at 4% or $199,278 at 6%; with 50% employer match about $199,278 at 4% or $132,852 at 6%; with 100% employer match about $149,458 at 4% or $99,639 at 6%.
Tarlson & Associates Profit Sharing Plan-6$1,940,593$71,740$11,957iApproximate average salary by contribution assumption: employee only about $298,917 at 4% or $199,278 at 6%; with 50% employer match about $199,278 at 4% or $132,852 at 6%; with 100% employer match about $149,458 at 4% or $99,639 at 6%.
202015$1,630,796$66,150$13,230iApproximate average salary by contribution assumption: employee only about $330,750 at 4% or $220,500 at 6%; with 50% employer match about $220,500 at 4% or $147,000 at 6%; with 100% employer match about $165,375 at 4% or $110,250 at 6%.
Tarlson & Associates Profit Sharing Plan-5$1,630,796$66,150$13,230iApproximate average salary by contribution assumption: employee only about $330,750 at 4% or $220,500 at 6%; with 50% employer match about $220,500 at 4% or $147,000 at 6%; with 100% employer match about $165,375 at 4% or $110,250 at 6%.
201916$1,396,340$64,061$10,677iApproximate average salary by contribution assumption: employee only about $266,921 at 4% or $177,947 at 6%; with 50% employer match about $177,947 at 4% or $118,631 at 6%; with 100% employer match about $133,460 at 4% or $88,974 at 6%.
Tarlson & Associates Profit Sharing Plan-6$1,396,340$64,061$10,677iApproximate average salary by contribution assumption: employee only about $266,921 at 4% or $177,947 at 6%; with 50% employer match about $177,947 at 4% or $118,631 at 6%; with 100% employer match about $133,460 at 4% or $88,974 at 6%.
201815$1,153,676$66,906$13,381iApproximate average salary by contribution assumption: employee only about $334,530 at 4% or $223,020 at 6%; with 50% employer match about $223,020 at 4% or $148,680 at 6%; with 100% employer match about $167,265 at 4% or $111,510 at 6%.
Tarlson & Associates Profit Sharing Plan-5$1,153,676$66,906$13,381iApproximate average salary by contribution assumption: employee only about $334,530 at 4% or $223,020 at 6%; with 50% employer match about $223,020 at 4% or $148,680 at 6%; with 100% employer match about $167,265 at 4% or $111,510 at 6%.
201714$1,120,288$35,205$8,801iApproximate average salary by contribution assumption: employee only about $220,031 at 4% or $146,688 at 6%; with 50% employer match about $146,688 at 4% or $97,792 at 6%; with 100% employer match about $110,016 at 4% or $73,344 at 6%.
Tarlson & Associates Profit Sharing Plan-4$1,120,288$35,205$8,801iApproximate average salary by contribution assumption: employee only about $220,031 at 4% or $146,688 at 6%; with 50% employer match about $146,688 at 4% or $97,792 at 6%; with 100% employer match about $110,016 at 4% or $73,344 at 6%.
201614$971,333$53,687$13,422iApproximate average salary by contribution assumption: employee only about $335,544 at 4% or $223,696 at 6%; with 50% employer match about $223,696 at 4% or $149,131 at 6%; with 100% employer match about $167,772 at 4% or $111,848 at 6%.
Tarlson & Associates Profit Sharing Plan-4$971,333$53,687$13,422iApproximate average salary by contribution assumption: employee only about $335,544 at 4% or $223,696 at 6%; with 50% employer match about $223,696 at 4% or $149,131 at 6%; with 100% employer match about $167,772 at 4% or $111,848 at 6%.
201510$872,070$39,829-
Tarlson & Associates Profit Sharing Plan--$872,070$39,829-
201414$852,010$34,812$8,703iApproximate average salary by contribution assumption: employee only about $217,575 at 4% or $145,050 at 6%; with 50% employer match about $145,050 at 4% or $96,700 at 6%; with 100% employer match about $108,788 at 4% or $72,525 at 6%.
Tarlson & Associates Profit Sharing Plan-4$852,010$34,812$8,703iApproximate average salary by contribution assumption: employee only about $217,575 at 4% or $145,050 at 6%; with 50% employer match about $145,050 at 4% or $96,700 at 6%; with 100% employer match about $108,788 at 4% or $72,525 at 6%.
201315$745,141$26,472$5,294iApproximate average salary by contribution assumption: employee only about $132,360 at 4% or $88,240 at 6%; with 50% employer match about $88,240 at 4% or $58,827 at 6%; with 100% employer match about $66,180 at 4% or $44,120 at 6%.
Tarlson & Associates Profit Sharing Plan-5$745,141$26,472$5,294iApproximate average salary by contribution assumption: employee only about $132,360 at 4% or $88,240 at 6%; with 50% employer match about $88,240 at 4% or $58,827 at 6%; with 100% employer match about $66,180 at 4% or $44,120 at 6%.
201215$643,428$33,846$6,769iApproximate average salary by contribution assumption: employee only about $169,230 at 4% or $112,820 at 6%; with 50% employer match about $112,820 at 4% or $75,213 at 6%; with 100% employer match about $84,615 at 4% or $56,410 at 6%.
Tarlson & Associates Profit Sharing Plan-5$643,428$33,846$6,769iApproximate average salary by contribution assumption: employee only about $169,230 at 4% or $112,820 at 6%; with 50% employer match about $112,820 at 4% or $75,213 at 6%; with 100% employer match about $84,615 at 4% or $56,410 at 6%.
201114$563,442$25,611$6,403iApproximate average salary by contribution assumption: employee only about $160,069 at 4% or $106,713 at 6%; with 50% employer match about $106,713 at 4% or $71,142 at 6%; with 100% employer match about $80,034 at 4% or $53,356 at 6%.
Tarlson & Associates Profit Sharing Plan-4$563,442$25,611$6,403iApproximate average salary by contribution assumption: employee only about $160,069 at 4% or $106,713 at 6%; with 50% employer match about $106,713 at 4% or $71,142 at 6%; with 100% employer match about $80,034 at 4% or $53,356 at 6%.