Civic Intelligence

Tci Wealth Advisors Inc.

Plan context: Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust

EIN 86-1002710 • Tucson, AZ • 11 filings • 2 plans

4011 E Sunrise DriveTucson, AZ 85718
Current Snapshot

Latest Year

2024

2024 Participants

111

2024 Assets

$13,166,638

2024 Contributions

$1,545,568

Historical Graphs

Total Assets Over Time

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

$13,166,638$6,583,319$0201420192024YearValue
$13,166,638Latest year 2024

Participants Over Time

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

111560201420192024YearValue
111Latest 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
20241111$13,166,638$1,545,568$13,924iApproximate average salary by contribution assumption: employee only about $348,101 at 4% or $232,067 at 6%; with 50% employer match about $232,067 at 4% or $154,712 at 6%; with 100% employer match about $174,050 at 4% or $116,034 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-111$13,166,638$1,545,568$13,924iApproximate average salary by contribution assumption: employee only about $348,101 at 4% or $232,067 at 6%; with 50% employer match about $232,067 at 4% or $154,712 at 6%; with 100% employer match about $174,050 at 4% or $116,034 at 6%.
2023199$11,755,320$1,383,142$13,971iApproximate average salary by contribution assumption: employee only about $349,278 at 4% or $232,852 at 6%; with 50% employer match about $232,852 at 4% or $155,235 at 6%; with 100% employer match about $174,639 at 4% or $116,426 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-99$11,755,320$1,383,142$13,971iApproximate average salary by contribution assumption: employee only about $349,278 at 4% or $232,852 at 6%; with 50% employer match about $232,852 at 4% or $155,235 at 6%; with 100% employer match about $174,639 at 4% or $116,426 at 6%.
2022196$9,099,575$1,285,655$13,392iApproximate average salary by contribution assumption: employee only about $334,806 at 4% or $223,204 at 6%; with 50% employer match about $223,204 at 4% or $148,803 at 6%; with 100% employer match about $167,403 at 4% or $111,602 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-96$9,099,575$1,285,655$13,392iApproximate average salary by contribution assumption: employee only about $334,806 at 4% or $223,204 at 6%; with 50% employer match about $223,204 at 4% or $148,803 at 6%; with 100% employer match about $167,403 at 4% or $111,602 at 6%.
2021187$9,062,159$2,045,481$23,511iApproximate average salary by contribution assumption: employee only about $587,782 at 4% or $391,855 at 6%; with 50% employer match about $391,855 at 4% or $261,236 at 6%; with 100% employer match about $293,891 at 4% or $195,927 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-87$9,062,159$2,045,481$23,511iApproximate average salary by contribution assumption: employee only about $587,782 at 4% or $391,855 at 6%; with 50% employer match about $391,855 at 4% or $261,236 at 6%; with 100% employer match about $293,891 at 4% or $195,927 at 6%.
2020180$6,377,280$940,276$11,753iApproximate average salary by contribution assumption: employee only about $293,836 at 4% or $195,891 at 6%; with 50% employer match about $195,891 at 4% or $130,594 at 6%; with 100% employer match about $146,918 at 4% or $97,945 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-80$6,377,280$940,276$11,753iApproximate average salary by contribution assumption: employee only about $293,836 at 4% or $195,891 at 6%; with 50% employer match about $195,891 at 4% or $130,594 at 6%; with 100% employer match about $146,918 at 4% or $97,945 at 6%.
2019189$4,996,429$964,209$10,834iApproximate average salary by contribution assumption: employee only about $270,845 at 4% or $180,563 at 6%; with 50% employer match about $180,563 at 4% or $120,376 at 6%; with 100% employer match about $135,423 at 4% or $90,282 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-89$4,996,429$964,209$10,834iApproximate average salary by contribution assumption: employee only about $270,845 at 4% or $180,563 at 6%; with 50% employer match about $180,563 at 4% or $120,376 at 6%; with 100% employer match about $135,423 at 4% or $90,282 at 6%.
2018180$3,324,871$890,772$11,135iApproximate average salary by contribution assumption: employee only about $278,366 at 4% or $185,578 at 6%; with 50% employer match about $185,578 at 4% or $123,718 at 6%; with 100% employer match about $139,183 at 4% or $92,789 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-80$3,324,871$890,772$11,135iApproximate average salary by contribution assumption: employee only about $278,366 at 4% or $185,578 at 6%; with 50% employer match about $185,578 at 4% or $123,718 at 6%; with 100% employer match about $139,183 at 4% or $92,789 at 6%.
2017164$2,813,852$1,015,005$15,859iApproximate average salary by contribution assumption: employee only about $396,486 at 4% or $264,324 at 6%; with 50% employer match about $264,324 at 4% or $176,216 at 6%; with 100% employer match about $198,243 at 4% or $132,162 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-64$2,813,852$1,015,005$15,859iApproximate average salary by contribution assumption: employee only about $396,486 at 4% or $264,324 at 6%; with 50% employer match about $264,324 at 4% or $176,216 at 6%; with 100% employer match about $198,243 at 4% or $132,162 at 6%.
2016159$1,611,764$646,317$10,955iApproximate average salary by contribution assumption: employee only about $273,863 at 4% or $182,575 at 6%; with 50% employer match about $182,575 at 4% or $121,717 at 6%; with 100% employer match about $136,932 at 4% or $91,288 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-59$1,611,764$646,317$10,955iApproximate average salary by contribution assumption: employee only about $273,863 at 4% or $182,575 at 6%; with 50% employer match about $182,575 at 4% or $121,717 at 6%; with 100% employer match about $136,932 at 4% or $91,288 at 6%.
2015143$856,130$512,331$11,915iApproximate average salary by contribution assumption: employee only about $297,867 at 4% or $198,578 at 6%; with 50% employer match about $198,578 at 4% or $132,385 at 6%; with 100% employer match about $148,933 at 4% or $99,289 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-43$856,130$512,331$11,915iApproximate average salary by contribution assumption: employee only about $297,867 at 4% or $198,578 at 6%; with 50% employer match about $198,578 at 4% or $132,385 at 6%; with 100% employer match about $148,933 at 4% or $99,289 at 6%.
2014133$369,322$363,590$11,018iApproximate average salary by contribution assumption: employee only about $275,447 at 4% or $183,631 at 6%; with 50% employer match about $183,631 at 4% or $122,421 at 6%; with 100% employer match about $137,723 at 4% or $91,816 at 6%.
Tci Wealth Advisors Inc. Profit-Sharing Plan & Trust-33$369,322$363,590$11,018iApproximate average salary by contribution assumption: employee only about $275,447 at 4% or $183,631 at 6%; with 50% employer match about $183,631 at 4% or $122,421 at 6%; with 100% employer match about $137,723 at 4% or $91,816 at 6%.