Tomlinson & Associates Inc.
Plan context: Tomlinson & Associates Inc. Retirement Plan
EIN 82-0334213 • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
137
2024 Assets
$3,390,317
2024 Contributions
$227,517
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 137 | $3,390,317 | $227,517 | $1,661iApproximate average salary by contribution assumption: employee only about $41,518 at 4% or $27,678 at 6%; with 50% employer match about $27,678 at 4% or $18,452 at 6%; with 100% employer match about $20,759 at 4% or $13,839 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 137 | $3,390,317 | $227,517 | $1,661iApproximate average salary by contribution assumption: employee only about $41,518 at 4% or $27,678 at 6%; with 50% employer match about $27,678 at 4% or $18,452 at 6%; with 100% employer match about $20,759 at 4% or $13,839 at 6%. |
| 2023 | 1 | 135 | $3,169,952 | $220,859 | $1,636iApproximate average salary by contribution assumption: employee only about $40,900 at 4% or $27,267 at 6%; with 50% employer match about $27,267 at 4% or $18,178 at 6%; with 100% employer match about $20,450 at 4% or $13,633 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 135 | $3,169,952 | $220,859 | $1,636iApproximate average salary by contribution assumption: employee only about $40,900 at 4% or $27,267 at 6%; with 50% employer match about $27,267 at 4% or $18,178 at 6%; with 100% employer match about $20,450 at 4% or $13,633 at 6%. |
| 2022 | 1 | 134 | $2,688,212 | $195,319 | $1,458iApproximate average salary by contribution assumption: employee only about $36,440 at 4% or $24,293 at 6%; with 50% employer match about $24,293 at 4% or $16,196 at 6%; with 100% employer match about $18,220 at 4% or $12,147 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 134 | $2,688,212 | $195,319 | $1,458iApproximate average salary by contribution assumption: employee only about $36,440 at 4% or $24,293 at 6%; with 50% employer match about $24,293 at 4% or $16,196 at 6%; with 100% employer match about $18,220 at 4% or $12,147 at 6%. |
| 2021 | 1 | 151 | $3,241,599 | $195,332 | $1,294iApproximate average salary by contribution assumption: employee only about $32,340 at 4% or $21,560 at 6%; with 50% employer match about $21,560 at 4% or $14,373 at 6%; with 100% employer match about $16,170 at 4% or $10,780 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 151 | $3,241,599 | $195,332 | $1,294iApproximate average salary by contribution assumption: employee only about $32,340 at 4% or $21,560 at 6%; with 50% employer match about $21,560 at 4% or $14,373 at 6%; with 100% employer match about $16,170 at 4% or $10,780 at 6%. |
| 2020 | 1 | 136 | $2,911,537 | $200,088 | $1,471iApproximate average salary by contribution assumption: employee only about $36,781 at 4% or $24,521 at 6%; with 50% employer match about $24,521 at 4% or $16,347 at 6%; with 100% employer match about $18,390 at 4% or $12,260 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 136 | $2,911,537 | $200,088 | $1,471iApproximate average salary by contribution assumption: employee only about $36,781 at 4% or $24,521 at 6%; with 50% employer match about $24,521 at 4% or $16,347 at 6%; with 100% employer match about $18,390 at 4% or $12,260 at 6%. |
| 2019 | 1 | 126 | $2,473,424 | $236,399 | $1,876iApproximate average salary by contribution assumption: employee only about $46,905 at 4% or $31,270 at 6%; with 50% employer match about $31,270 at 4% or $20,846 at 6%; with 100% employer match about $23,452 at 4% or $15,635 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 126 | $2,473,424 | $236,399 | $1,876iApproximate average salary by contribution assumption: employee only about $46,905 at 4% or $31,270 at 6%; with 50% employer match about $31,270 at 4% or $20,846 at 6%; with 100% employer match about $23,452 at 4% or $15,635 at 6%. |
| 2018 | 1 | 137 | $1,953,482 | $193,732 | $1,414iApproximate average salary by contribution assumption: employee only about $35,353 at 4% or $23,568 at 6%; with 50% employer match about $23,568 at 4% or $15,712 at 6%; with 100% employer match about $17,676 at 4% or $11,784 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 137 | $1,953,482 | $193,732 | $1,414iApproximate average salary by contribution assumption: employee only about $35,353 at 4% or $23,568 at 6%; with 50% employer match about $23,568 at 4% or $15,712 at 6%; with 100% employer match about $17,676 at 4% or $11,784 at 6%. |
| 2017 | 1 | 143 | $2,130,485 | $182,685 | $1,278iApproximate average salary by contribution assumption: employee only about $31,938 at 4% or $21,292 at 6%; with 50% employer match about $21,292 at 4% or $14,195 at 6%; with 100% employer match about $15,969 at 4% or $10,646 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 143 | $2,130,485 | $182,685 | $1,278iApproximate average salary by contribution assumption: employee only about $31,938 at 4% or $21,292 at 6%; with 50% employer match about $21,292 at 4% or $14,195 at 6%; with 100% employer match about $15,969 at 4% or $10,646 at 6%. |
| 2016 | 1 | 136 | $1,777,716 | $183,465 | $1,349iApproximate average salary by contribution assumption: employee only about $33,725 at 4% or $22,483 at 6%; with 50% employer match about $22,483 at 4% or $14,989 at 6%; with 100% employer match about $16,863 at 4% or $11,242 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 136 | $1,777,716 | $183,465 | $1,349iApproximate average salary by contribution assumption: employee only about $33,725 at 4% or $22,483 at 6%; with 50% employer match about $22,483 at 4% or $14,989 at 6%; with 100% employer match about $16,863 at 4% or $11,242 at 6%. |
| 2015 | 1 | 127 | $1,769,188 | $171,170 | $1,348iApproximate average salary by contribution assumption: employee only about $33,695 at 4% or $22,463 at 6%; with 50% employer match about $22,463 at 4% or $14,976 at 6%; with 100% employer match about $16,847 at 4% or $11,232 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 127 | $1,769,188 | $171,170 | $1,348iApproximate average salary by contribution assumption: employee only about $33,695 at 4% or $22,463 at 6%; with 50% employer match about $22,463 at 4% or $14,976 at 6%; with 100% employer match about $16,847 at 4% or $11,232 at 6%. |
| 2014 | 1 | 124 | $1,730,940 | $149,264 | $1,204iApproximate average salary by contribution assumption: employee only about $30,094 at 4% or $20,062 at 6%; with 50% employer match about $20,062 at 4% or $13,375 at 6%; with 100% employer match about $15,047 at 4% or $10,031 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 124 | $1,730,940 | $149,264 | $1,204iApproximate average salary by contribution assumption: employee only about $30,094 at 4% or $20,062 at 6%; with 50% employer match about $20,062 at 4% or $13,375 at 6%; with 100% employer match about $15,047 at 4% or $10,031 at 6%. |
| 2013 | 1 | 123 | $1,615,935 | $140,673 | $1,144iApproximate average salary by contribution assumption: employee only about $28,592 at 4% or $19,061 at 6%; with 50% employer match about $19,061 at 4% or $12,708 at 6%; with 100% employer match about $14,296 at 4% or $9,531 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 123 | $1,615,935 | $140,673 | $1,144iApproximate average salary by contribution assumption: employee only about $28,592 at 4% or $19,061 at 6%; with 50% employer match about $19,061 at 4% or $12,708 at 6%; with 100% employer match about $14,296 at 4% or $9,531 at 6%. |
| 2012 | 1 | 117 | $1,373,491 | $145,071 | $1,240iApproximate average salary by contribution assumption: employee only about $30,998 at 4% or $20,665 at 6%; with 50% employer match about $20,665 at 4% or $13,777 at 6%; with 100% employer match about $15,499 at 4% or $10,333 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 117 | $1,373,491 | $145,071 | $1,240iApproximate average salary by contribution assumption: employee only about $30,998 at 4% or $20,665 at 6%; with 50% employer match about $20,665 at 4% or $13,777 at 6%; with 100% employer match about $15,499 at 4% or $10,333 at 6%. |
| 2011 | 1 | 127 | $1,167,747 | $145,366 | $1,145iApproximate average salary by contribution assumption: employee only about $28,615 at 4% or $19,077 at 6%; with 50% employer match about $19,077 at 4% or $12,718 at 6%; with 100% employer match about $14,308 at 4% or $9,538 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 127 | $1,167,747 | $145,366 | $1,145iApproximate average salary by contribution assumption: employee only about $28,615 at 4% or $19,077 at 6%; with 50% employer match about $19,077 at 4% or $12,718 at 6%; with 100% employer match about $14,308 at 4% or $9,538 at 6%. |
| 2010 | 1 | 118 | $1,077,937 | $133,546 | $1,132iApproximate average salary by contribution assumption: employee only about $28,294 at 4% or $18,862 at 6%; with 50% employer match about $18,862 at 4% or $12,575 at 6%; with 100% employer match about $14,147 at 4% or $9,431 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 118 | $1,077,937 | $133,546 | $1,132iApproximate average salary by contribution assumption: employee only about $28,294 at 4% or $18,862 at 6%; with 50% employer match about $18,862 at 4% or $12,575 at 6%; with 100% employer match about $14,147 at 4% or $9,431 at 6%. |
| 2009 | 1 | 107 | $903,185 | $110,666 | $1,034iApproximate average salary by contribution assumption: employee only about $25,857 at 4% or $17,238 at 6%; with 50% employer match about $17,238 at 4% or $11,492 at 6%; with 100% employer match about $12,928 at 4% or $8,619 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 107 | $903,185 | $110,666 | $1,034iApproximate average salary by contribution assumption: employee only about $25,857 at 4% or $17,238 at 6%; with 50% employer match about $17,238 at 4% or $11,492 at 6%; with 100% employer match about $12,928 at 4% or $8,619 at 6%. |
| 2008 | 1 | 70 | $692,015 | $121,802 | $1,740iApproximate average salary by contribution assumption: employee only about $43,501 at 4% or $29,000 at 6%; with 50% employer match about $29,000 at 4% or $19,334 at 6%; with 100% employer match about $21,750 at 4% or $14,500 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 70 | $692,015 | $121,802 | $1,740iApproximate average salary by contribution assumption: employee only about $43,501 at 4% or $29,000 at 6%; with 50% employer match about $29,000 at 4% or $19,334 at 6%; with 100% employer match about $21,750 at 4% or $14,500 at 6%. |
| 2007 | 1 | 84 | $0 | $0 | - |
| Tomlinson & Associates Inc. Retirement Plan | - | 84 | - | - | - |
| 2006 | 1 | 75 | $872,689 | $112,310 | $1,497iApproximate average salary by contribution assumption: employee only about $37,437 at 4% or $24,958 at 6%; with 50% employer match about $24,958 at 4% or $16,639 at 6%; with 100% employer match about $18,718 at 4% or $12,479 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 75 | $872,689 | $112,310 | $1,497iApproximate average salary by contribution assumption: employee only about $37,437 at 4% or $24,958 at 6%; with 50% employer match about $24,958 at 4% or $16,639 at 6%; with 100% employer match about $18,718 at 4% or $12,479 at 6%. |
| 2005 | 1 | 79 | $731,077 | $91,058 | $1,153iApproximate average salary by contribution assumption: employee only about $28,816 at 4% or $19,211 at 6%; with 50% employer match about $19,211 at 4% or $12,807 at 6%; with 100% employer match about $14,408 at 4% or $9,605 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 79 | $731,077 | $91,058 | $1,153iApproximate average salary by contribution assumption: employee only about $28,816 at 4% or $19,211 at 6%; with 50% employer match about $19,211 at 4% or $12,807 at 6%; with 100% employer match about $14,408 at 4% or $9,605 at 6%. |
| 2004 | 1 | 69 | $694,143 | $82,376 | $1,194iApproximate average salary by contribution assumption: employee only about $29,846 at 4% or $19,898 at 6%; with 50% employer match about $19,898 at 4% or $13,265 at 6%; with 100% employer match about $14,923 at 4% or $9,949 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 69 | $694,143 | $82,376 | $1,194iApproximate average salary by contribution assumption: employee only about $29,846 at 4% or $19,898 at 6%; with 50% employer match about $19,898 at 4% or $13,265 at 6%; with 100% employer match about $14,923 at 4% or $9,949 at 6%. |
| 2003 | 1 | 75 | $638,815 | $90,815 | $1,211iApproximate average salary by contribution assumption: employee only about $30,272 at 4% or $20,181 at 6%; with 50% employer match about $20,181 at 4% or $13,454 at 6%; with 100% employer match about $15,136 at 4% or $10,091 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 75 | $638,815 | $90,815 | $1,211iApproximate average salary by contribution assumption: employee only about $30,272 at 4% or $20,181 at 6%; with 50% employer match about $20,181 at 4% or $13,454 at 6%; with 100% employer match about $15,136 at 4% or $10,091 at 6%. |
| 2002 | 1 | 77 | $503,161 | $112,224 | $1,457iApproximate average salary by contribution assumption: employee only about $36,436 at 4% or $24,291 at 6%; with 50% employer match about $24,291 at 4% or $16,194 at 6%; with 100% employer match about $18,218 at 4% or $12,145 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 77 | $503,161 | $112,224 | $1,457iApproximate average salary by contribution assumption: employee only about $36,436 at 4% or $24,291 at 6%; with 50% employer match about $24,291 at 4% or $16,194 at 6%; with 100% employer match about $18,218 at 4% or $12,145 at 6%. |
| 2001 | 1 | 199 | $566,060 | $120,178 | $604iApproximate average salary by contribution assumption: employee only about $15,098 at 4% or $10,065 at 6%; with 50% employer match about $10,065 at 4% or $6,710 at 6%; with 100% employer match about $7,549 at 4% or $5,033 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 199 | $566,060 | $120,178 | $604iApproximate average salary by contribution assumption: employee only about $15,098 at 4% or $10,065 at 6%; with 50% employer match about $10,065 at 4% or $6,710 at 6%; with 100% employer match about $7,549 at 4% or $5,033 at 6%. |
| 2000 | 1 | 207 | $663,132 | $152,179 | $735iApproximate average salary by contribution assumption: employee only about $18,379 at 4% or $12,253 at 6%; with 50% employer match about $12,253 at 4% or $8,168 at 6%; with 100% employer match about $9,190 at 4% or $6,126 at 6%. |
| Tomlinson & Associates Inc. Retirement Plan | - | 207 | $663,132 | $152,179 | $735iApproximate average salary by contribution assumption: employee only about $18,379 at 4% or $12,253 at 6%; with 50% employer match about $12,253 at 4% or $8,168 at 6%; with 100% employer match about $9,190 at 4% or $6,126 at 6%. |