Civic Intelligence

Andy Tomlinson Financial Services

Plan context: Andy Tomlinson Financial Services Profit Sharing Plan

EIN 74-2512326 • 23 filings • 2 plans

Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$4,721,913

2020 Contributions

$37,415

Historical Graphs

Total Assets Over Time

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

$5,322,477$2,661,239$0199920102019YearValue
$4,721,913Latest year 2019

Participants Over Time

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

840199920092019YearValue
8Latest year 2019

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
202010$0$0-
Andy Tomlinson Financial Services Profit Sharing Plan-0---
201918$4,721,913$37,415$4,677iApproximate average salary by contribution assumption: employee only about $116,922 at 4% or $77,948 at 6%; with 50% employer match about $77,948 at 4% or $51,965 at 6%; with 100% employer match about $58,461 at 4% or $38,974 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-8$4,721,913$37,415$4,677iApproximate average salary by contribution assumption: employee only about $116,922 at 4% or $77,948 at 6%; with 50% employer match about $77,948 at 4% or $51,965 at 6%; with 100% employer match about $58,461 at 4% or $38,974 at 6%.
201818$4,217,585$142,830$17,854iApproximate average salary by contribution assumption: employee only about $446,344 at 4% or $297,563 at 6%; with 50% employer match about $297,563 at 4% or $198,375 at 6%; with 100% employer match about $223,172 at 4% or $148,781 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-8$4,217,585$142,830$17,854iApproximate average salary by contribution assumption: employee only about $446,344 at 4% or $297,563 at 6%; with 50% employer match about $297,563 at 4% or $198,375 at 6%; with 100% employer match about $223,172 at 4% or $148,781 at 6%.
201716$5,322,477$121,212$20,202iApproximate average salary by contribution assumption: employee only about $505,050 at 4% or $336,700 at 6%; with 50% employer match about $336,700 at 4% or $224,467 at 6%; with 100% employer match about $252,525 at 4% or $168,350 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-6$5,322,477$121,212$20,202iApproximate average salary by contribution assumption: employee only about $505,050 at 4% or $336,700 at 6%; with 50% employer match about $336,700 at 4% or $224,467 at 6%; with 100% employer match about $252,525 at 4% or $168,350 at 6%.
201616$4,790,063$120,300$20,050iApproximate average salary by contribution assumption: employee only about $501,250 at 4% or $334,167 at 6%; with 50% employer match about $334,167 at 4% or $222,778 at 6%; with 100% employer match about $250,625 at 4% or $167,083 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-6$4,790,063$120,300$20,050iApproximate average salary by contribution assumption: employee only about $501,250 at 4% or $334,167 at 6%; with 50% employer match about $334,167 at 4% or $222,778 at 6%; with 100% employer match about $250,625 at 4% or $167,083 at 6%.
201516$4,026,804$122,446$20,408iApproximate average salary by contribution assumption: employee only about $510,192 at 4% or $340,128 at 6%; with 50% employer match about $340,128 at 4% or $226,752 at 6%; with 100% employer match about $255,096 at 4% or $170,064 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-6$4,026,804$122,446$20,408iApproximate average salary by contribution assumption: employee only about $510,192 at 4% or $340,128 at 6%; with 50% employer match about $340,128 at 4% or $226,752 at 6%; with 100% employer match about $255,096 at 4% or $170,064 at 6%.
201417$4,419,055$130,187$18,598iApproximate average salary by contribution assumption: employee only about $464,954 at 4% or $309,969 at 6%; with 50% employer match about $309,969 at 4% or $206,646 at 6%; with 100% employer match about $232,477 at 4% or $154,985 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-7$4,419,055$130,187$18,598iApproximate average salary by contribution assumption: employee only about $464,954 at 4% or $309,969 at 6%; with 50% employer match about $309,969 at 4% or $206,646 at 6%; with 100% employer match about $232,477 at 4% or $154,985 at 6%.
201317$4,171,645$117,815$16,831iApproximate average salary by contribution assumption: employee only about $420,768 at 4% or $280,512 at 6%; with 50% employer match about $280,512 at 4% or $187,008 at 6%; with 100% employer match about $210,384 at 4% or $140,256 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-7$4,171,645$117,815$16,831iApproximate average salary by contribution assumption: employee only about $420,768 at 4% or $280,512 at 6%; with 50% employer match about $280,512 at 4% or $187,008 at 6%; with 100% employer match about $210,384 at 4% or $140,256 at 6%.
201215$3,299,098$103,697$20,739iApproximate average salary by contribution assumption: employee only about $518,485 at 4% or $345,657 at 6%; with 50% employer match about $345,657 at 4% or $230,438 at 6%; with 100% employer match about $259,243 at 4% or $172,828 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-5$3,299,098$103,697$20,739iApproximate average salary by contribution assumption: employee only about $518,485 at 4% or $345,657 at 6%; with 50% employer match about $345,657 at 4% or $230,438 at 6%; with 100% employer match about $259,243 at 4% or $172,828 at 6%.
201116$3,026,152$126,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-6$3,026,152$126,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201016$3,003,656$110,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-6$3,003,656$110,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
200916$3,102,459$95,500$15,917iApproximate average salary by contribution assumption: employee only about $397,917 at 4% or $265,278 at 6%; with 50% employer match about $265,278 at 4% or $176,852 at 6%; with 100% employer match about $198,958 at 4% or $132,639 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-6$3,102,459$95,500$15,917iApproximate average salary by contribution assumption: employee only about $397,917 at 4% or $265,278 at 6%; with 50% employer match about $265,278 at 4% or $176,852 at 6%; with 100% employer match about $198,958 at 4% or $132,639 at 6%.
200816$2,373,599$96,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-6$2,373,599$96,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200714$3,260,735$97,043$24,261iApproximate average salary by contribution assumption: employee only about $606,519 at 4% or $404,346 at 6%; with 50% employer match about $404,346 at 4% or $269,564 at 6%; with 100% employer match about $303,259 at 4% or $202,173 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-4$3,260,735$97,043$24,261iApproximate average salary by contribution assumption: employee only about $606,519 at 4% or $404,346 at 6%; with 50% employer match about $404,346 at 4% or $269,564 at 6%; with 100% employer match about $303,259 at 4% or $202,173 at 6%.
200614$2,738,253$68,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-4$2,738,253$68,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
200514$2,360,131$77,400$19,350iApproximate average salary by contribution assumption: employee only about $483,750 at 4% or $322,500 at 6%; with 50% employer match about $322,500 at 4% or $215,000 at 6%; with 100% employer match about $241,875 at 4% or $161,250 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-4$2,360,131$77,400$19,350iApproximate average salary by contribution assumption: employee only about $483,750 at 4% or $322,500 at 6%; with 50% employer match about $322,500 at 4% or $215,000 at 6%; with 100% employer match about $241,875 at 4% or $161,250 at 6%.
200413$2,154,433$75,316$25,105iApproximate average salary by contribution assumption: employee only about $627,633 at 4% or $418,422 at 6%; with 50% employer match about $418,422 at 4% or $278,948 at 6%; with 100% employer match about $313,817 at 4% or $209,211 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-3$2,154,433$75,316$25,105iApproximate average salary by contribution assumption: employee only about $627,633 at 4% or $418,422 at 6%; with 50% employer match about $418,422 at 4% or $278,948 at 6%; with 100% employer match about $313,817 at 4% or $209,211 at 6%.
200314$1,801,467$54,471$13,618iApproximate average salary by contribution assumption: employee only about $340,444 at 4% or $226,963 at 6%; with 50% employer match about $226,963 at 4% or $151,308 at 6%; with 100% employer match about $170,222 at 4% or $113,481 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-4$1,801,467$54,471$13,618iApproximate average salary by contribution assumption: employee only about $340,444 at 4% or $226,963 at 6%; with 50% employer match about $226,963 at 4% or $151,308 at 6%; with 100% employer match about $170,222 at 4% or $113,481 at 6%.
200215$1,247,797$55,469$11,094iApproximate average salary by contribution assumption: employee only about $277,345 at 4% or $184,897 at 6%; with 50% employer match about $184,897 at 4% or $123,264 at 6%; with 100% employer match about $138,673 at 4% or $92,448 at 6%.
Andy Tomlinson Financial Services Profit Sharing Plan-5$1,247,797$55,469$11,094iApproximate average salary by contribution assumption: employee only about $277,345 at 4% or $184,897 at 6%; with 50% employer match about $184,897 at 4% or $123,264 at 6%; with 100% employer match about $138,673 at 4% or $92,448 at 6%.
200124$0$0-
Andy Tomlinson Financial Services Defined Benefit Pension Plan-0---
Andy Tomlinson Financial Services Profit Sharing Plan-4---
200014$0$0-
Andy Tomlinson Financial Services Defined Benefit Pension Plan-4---
199914$2,165,915$93,079$23,270iApproximate average salary by contribution assumption: employee only about $581,744 at 4% or $387,829 at 6%; with 50% employer match about $387,829 at 4% or $258,553 at 6%; with 100% employer match about $290,872 at 4% or $193,915 at 6%.
Andy Tomlinson Financial Services Defined Benefit Pension Plan-4$2,165,915$93,079$23,270iApproximate average salary by contribution assumption: employee only about $581,744 at 4% or $387,829 at 6%; with 50% employer match about $387,829 at 4% or $258,553 at 6%; with 100% employer match about $290,872 at 4% or $193,915 at 6%.