Civic Intelligence

Tusk Brokerage LLC

Plan context: Tusk Partners LLC Cash Balance Plan

EIN 81-2228045 • Charlotte, NC • 12 filings • 2 plans

1355 Greenwood CliffSte 250Charlotte, NC 28204
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,953,813

2025 Contributions

$211,930

Historical Graphs

Total Assets Over Time

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

$4,649,919$2,324,960$0201920222025YearValue
$1,953,813Latest year 2025

Participants Over Time

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

1580201920222025YearValue
14Latest 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
2025114$1,953,813$211,930$15,138iApproximate average salary by contribution assumption: employee only about $378,446 at 4% or $252,298 at 6%; with 50% employer match about $252,298 at 4% or $168,198 at 6%; with 100% employer match about $189,223 at 4% or $126,149 at 6%.
Tusk Partners LLC Cash Balance Plan-14$1,953,813$211,930$15,138iApproximate average salary by contribution assumption: employee only about $378,446 at 4% or $252,298 at 6%; with 50% employer match about $252,298 at 4% or $168,198 at 6%; with 100% employer match about $189,223 at 4% or $126,149 at 6%.
2024215$4,649,919$738,429$49,229iApproximate average salary by contribution assumption: employee only about $1,230,715 at 4% or $820,477 at 6%; with 50% employer match about $820,477 at 4% or $546,984 at 6%; with 100% employer match about $615,358 at 4% or $410,238 at 6%.
TUSK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-15$3,159,252$431,735$28,782iApproximate average salary by contribution assumption: employee only about $719,558 at 4% or $479,706 at 6%; with 50% employer match about $479,706 at 4% or $319,804 at 6%; with 100% employer match about $359,779 at 4% or $239,853 at 6%.
Tusk Partners LLC Cash Balance Plan-13$1,490,667$306,694$23,592iApproximate average salary by contribution assumption: employee only about $589,796 at 4% or $393,197 at 6%; with 50% employer match about $393,197 at 4% or $262,132 at 6%; with 100% employer match about $294,898 at 4% or $196,599 at 6%.
2023213$3,563,396$954,232$73,402iApproximate average salary by contribution assumption: employee only about $1,835,062 at 4% or $1,223,374 at 6%; with 50% employer match about $1,223,374 at 4% or $815,583 at 6%; with 100% employer match about $917,531 at 4% or $611,687 at 6%.
TUSK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-11$2,483,223$668,328$60,757iApproximate average salary by contribution assumption: employee only about $1,518,927 at 4% or $1,012,618 at 6%; with 50% employer match about $1,012,618 at 4% or $675,079 at 6%; with 100% employer match about $759,464 at 4% or $506,309 at 6%.
Tusk Partners LLC Cash Balance Plan-13$1,080,173$285,904$21,993iApproximate average salary by contribution assumption: employee only about $549,815 at 4% or $366,544 at 6%; with 50% employer match about $366,544 at 4% or $244,362 at 6%; with 100% employer match about $274,908 at 4% or $183,272 at 6%.
2022211$2,192,910$1,278,485$116,226iApproximate average salary by contribution assumption: employee only about $2,905,648 at 4% or $1,937,098 at 6%; with 50% employer match about $1,937,098 at 4% or $1,291,399 at 6%; with 100% employer match about $1,452,824 at 4% or $968,549 at 6%.
TUSK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-11$1,493,217$918,918$83,538iApproximate average salary by contribution assumption: employee only about $2,088,450 at 4% or $1,392,300 at 6%; with 50% employer match about $1,392,300 at 4% or $928,200 at 6%; with 100% employer match about $1,044,225 at 4% or $696,150 at 6%.
Tusk Partners LLC Cash Balance Plan-9$699,693$359,567$39,952iApproximate average salary by contribution assumption: employee only about $998,797 at 4% or $665,865 at 6%; with 50% employer match about $665,865 at 4% or $443,910 at 6%; with 100% employer match about $499,399 at 4% or $332,932 at 6%.
202128$1,156,850$751,508$93,939iApproximate average salary by contribution assumption: employee only about $2,348,463 at 4% or $1,565,642 at 6%; with 50% employer match about $1,565,642 at 4% or $1,043,761 at 6%; with 100% employer match about $1,174,231 at 4% or $782,821 at 6%.
TUSK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-8$761,375$492,805$61,601iApproximate average salary by contribution assumption: employee only about $1,540,016 at 4% or $1,026,677 at 6%; with 50% employer match about $1,026,677 at 4% or $684,451 at 6%; with 100% employer match about $770,008 at 4% or $513,339 at 6%.
Tusk Partners LLC Cash Balance Plan-8$395,475$258,703$32,338iApproximate average salary by contribution assumption: employee only about $808,447 at 4% or $538,965 at 6%; with 50% employer match about $538,965 at 4% or $359,310 at 6%; with 100% employer match about $404,223 at 4% or $269,482 at 6%.
202028$796,878$353,568$44,196iApproximate average salary by contribution assumption: employee only about $1,104,900 at 4% or $736,600 at 6%; with 50% employer match about $736,600 at 4% or $491,067 at 6%; with 100% employer match about $552,450 at 4% or $368,300 at 6%.
TUSK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-8$664,085$220,775$27,597iApproximate average salary by contribution assumption: employee only about $689,922 at 4% or $459,948 at 6%; with 50% employer match about $459,948 at 4% or $306,632 at 6%; with 100% employer match about $344,961 at 4% or $229,974 at 6%.
Tusk Partners LLC Cash Balance Plan-8$132,793$132,793$16,599iApproximate average salary by contribution assumption: employee only about $414,978 at 4% or $276,652 at 6%; with 50% employer match about $276,652 at 4% or $184,435 at 6%; with 100% employer match about $207,489 at 4% or $138,326 at 6%.
201915$391,781$298,653$59,731iApproximate average salary by contribution assumption: employee only about $1,493,265 at 4% or $995,510 at 6%; with 50% employer match about $995,510 at 4% or $663,673 at 6%; with 100% employer match about $746,633 at 4% or $497,755 at 6%.
TUSK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-5$391,781$298,653$59,731iApproximate average salary by contribution assumption: employee only about $1,493,265 at 4% or $995,510 at 6%; with 50% employer match about $995,510 at 4% or $663,673 at 6%; with 100% employer match about $746,633 at 4% or $497,755 at 6%.