Civic Intelligence

Tully Inc

Plan context: Tully Inc 401 K Profit Sharing Plan Trust

EIN 83-0499875 • Dixon, CA • 13 filings • 1 plans

1650 N Lincoln StSuite ADixon, CA 95620
Current Snapshot

Latest Year

2025

2025 Participants

57

2025 Assets

$3,582,906

2025 Contributions

$419,375

Historical Graphs

Total Assets Over Time

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

$3,582,906$1,791,453$0201320192025YearValue
$3,582,906Latest year 2025

Participants Over Time

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

57290201320192025YearValue
57Latest 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
2025157$3,582,906$419,375$7,357iApproximate average salary by contribution assumption: employee only about $183,936 at 4% or $122,624 at 6%; with 50% employer match about $122,624 at 4% or $81,750 at 6%; with 100% employer match about $91,968 at 4% or $61,312 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-57$3,582,906$419,375$7,357iApproximate average salary by contribution assumption: employee only about $183,936 at 4% or $122,624 at 6%; with 50% employer match about $122,624 at 4% or $81,750 at 6%; with 100% employer match about $91,968 at 4% or $61,312 at 6%.
2024154$2,905,729$418,972$7,759iApproximate average salary by contribution assumption: employee only about $193,969 at 4% or $129,312 at 6%; with 50% employer match about $129,312 at 4% or $86,208 at 6%; with 100% employer match about $96,984 at 4% or $64,656 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-54$2,905,729$418,972$7,759iApproximate average salary by contribution assumption: employee only about $193,969 at 4% or $129,312 at 6%; with 50% employer match about $129,312 at 4% or $86,208 at 6%; with 100% employer match about $96,984 at 4% or $64,656 at 6%.
2023147$2,216,157$380,615$8,098iApproximate average salary by contribution assumption: employee only about $202,455 at 4% or $134,970 at 6%; with 50% employer match about $134,970 at 4% or $89,980 at 6%; with 100% employer match about $101,227 at 4% or $67,485 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-47$2,216,157$380,615$8,098iApproximate average salary by contribution assumption: employee only about $202,455 at 4% or $134,970 at 6%; with 50% employer match about $134,970 at 4% or $89,980 at 6%; with 100% employer match about $101,227 at 4% or $67,485 at 6%.
2022145$1,575,799$344,758$7,661iApproximate average salary by contribution assumption: employee only about $191,532 at 4% or $127,688 at 6%; with 50% employer match about $127,688 at 4% or $85,125 at 6%; with 100% employer match about $95,766 at 4% or $63,844 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-45$1,575,799$344,758$7,661iApproximate average salary by contribution assumption: employee only about $191,532 at 4% or $127,688 at 6%; with 50% employer match about $127,688 at 4% or $85,125 at 6%; with 100% employer match about $95,766 at 4% or $63,844 at 6%.
2021139$1,559,121$362,526$9,296iApproximate average salary by contribution assumption: employee only about $232,388 at 4% or $154,926 at 6%; with 50% employer match about $154,926 at 4% or $103,284 at 6%; with 100% employer match about $116,194 at 4% or $77,463 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-39$1,559,121$362,526$9,296iApproximate average salary by contribution assumption: employee only about $232,388 at 4% or $154,926 at 6%; with 50% employer match about $154,926 at 4% or $103,284 at 6%; with 100% employer match about $116,194 at 4% or $77,463 at 6%.
2020137$1,060,417$305,680$8,262iApproximate average salary by contribution assumption: employee only about $206,541 at 4% or $137,694 at 6%; with 50% employer match about $137,694 at 4% or $91,796 at 6%; with 100% employer match about $103,270 at 4% or $68,847 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-37$1,060,417$305,680$8,262iApproximate average salary by contribution assumption: employee only about $206,541 at 4% or $137,694 at 6%; with 50% employer match about $137,694 at 4% or $91,796 at 6%; with 100% employer match about $103,270 at 4% or $68,847 at 6%.
2019129$658,996$240,341$8,288iApproximate average salary by contribution assumption: employee only about $207,191 at 4% or $138,127 at 6%; with 50% employer match about $138,127 at 4% or $92,085 at 6%; with 100% employer match about $103,595 at 4% or $69,064 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-29$658,996$240,341$8,288iApproximate average salary by contribution assumption: employee only about $207,191 at 4% or $138,127 at 6%; with 50% employer match about $138,127 at 4% or $92,085 at 6%; with 100% employer match about $103,595 at 4% or $69,064 at 6%.
2018122$350,949$95,752$4,352iApproximate average salary by contribution assumption: employee only about $108,809 at 4% or $72,539 at 6%; with 50% employer match about $72,539 at 4% or $48,360 at 6%; with 100% employer match about $54,405 at 4% or $36,270 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-22$350,949$95,752$4,352iApproximate average salary by contribution assumption: employee only about $108,809 at 4% or $72,539 at 6%; with 50% employer match about $72,539 at 4% or $48,360 at 6%; with 100% employer match about $54,405 at 4% or $36,270 at 6%.
2017118$281,159$62,268$3,459iApproximate average salary by contribution assumption: employee only about $86,483 at 4% or $57,656 at 6%; with 50% employer match about $57,656 at 4% or $38,437 at 6%; with 100% employer match about $43,242 at 4% or $28,828 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-18$281,159$62,268$3,459iApproximate average salary by contribution assumption: employee only about $86,483 at 4% or $57,656 at 6%; with 50% employer match about $57,656 at 4% or $38,437 at 6%; with 100% employer match about $43,242 at 4% or $28,828 at 6%.
2016113$186,159$53,436$4,110iApproximate average salary by contribution assumption: employee only about $102,762 at 4% or $68,508 at 6%; with 50% employer match about $68,508 at 4% or $45,672 at 6%; with 100% employer match about $51,381 at 4% or $34,254 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-13$186,159$53,436$4,110iApproximate average salary by contribution assumption: employee only about $102,762 at 4% or $68,508 at 6%; with 50% employer match about $68,508 at 4% or $45,672 at 6%; with 100% employer match about $51,381 at 4% or $34,254 at 6%.
2015112$130,383$36,421$3,035iApproximate average salary by contribution assumption: employee only about $75,877 at 4% or $50,585 at 6%; with 50% employer match about $50,585 at 4% or $33,723 at 6%; with 100% employer match about $37,939 at 4% or $25,292 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-12$130,383$36,421$3,035iApproximate average salary by contribution assumption: employee only about $75,877 at 4% or $50,585 at 6%; with 50% employer match about $50,585 at 4% or $33,723 at 6%; with 100% employer match about $37,939 at 4% or $25,292 at 6%.
2014110$94,562$42,687$4,269iApproximate average salary by contribution assumption: employee only about $106,718 at 4% or $71,145 at 6%; with 50% employer match about $71,145 at 4% or $47,430 at 6%; with 100% employer match about $53,359 at 4% or $35,573 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-10$94,562$42,687$4,269iApproximate average salary by contribution assumption: employee only about $106,718 at 4% or $71,145 at 6%; with 50% employer match about $71,145 at 4% or $47,430 at 6%; with 100% employer match about $53,359 at 4% or $35,573 at 6%.
2013110$45,058$42,791$4,279iApproximate average salary by contribution assumption: employee only about $106,978 at 4% or $71,318 at 6%; with 50% employer match about $71,318 at 4% or $47,546 at 6%; with 100% employer match about $53,489 at 4% or $35,659 at 6%.
Tully Inc 401 K Profit Sharing Plan Trust-10$45,058$42,791$4,279iApproximate average salary by contribution assumption: employee only about $106,978 at 4% or $71,318 at 6%; with 50% employer match about $71,318 at 4% or $47,546 at 6%; with 100% employer match about $53,489 at 4% or $35,659 at 6%.