Civic Intelligence

Transition Financial Advisors Group Inc.

Plan context: Tfa Team Independence 401K Plan

EIN 86-1019547 • Gilbert, AZ • 21 filings • 2 plans

2487 South Gilbert RoadSuite 106-618Gilbert, AZ 85295
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,174,144

2024 Contributions

$74,450

Historical Graphs

Total Assets Over Time

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

$4,174,144$2,087,072$0200420142024YearValue
$4,174,144Latest year 2024

Participants Over Time

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

1260200420142024YearValue
6Latest 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
202416$4,174,144$74,450$12,408iApproximate average salary by contribution assumption: employee only about $310,208 at 4% or $206,806 at 6%; with 50% employer match about $206,806 at 4% or $137,870 at 6%; with 100% employer match about $155,104 at 4% or $103,403 at 6%.
Tfa Team Independence 401K Plan-6$4,174,144$74,450$12,408iApproximate average salary by contribution assumption: employee only about $310,208 at 4% or $206,806 at 6%; with 50% employer match about $206,806 at 4% or $137,870 at 6%; with 100% employer match about $155,104 at 4% or $103,403 at 6%.
202316$3,630,618$196,165$32,694iApproximate average salary by contribution assumption: employee only about $817,354 at 4% or $544,903 at 6%; with 50% employer match about $544,903 at 4% or $363,269 at 6%; with 100% employer match about $408,677 at 4% or $272,451 at 6%.
Tfa Team Independence 401K Plan-6$3,630,618$196,165$32,694iApproximate average salary by contribution assumption: employee only about $817,354 at 4% or $544,903 at 6%; with 50% employer match about $544,903 at 4% or $363,269 at 6%; with 100% employer match about $408,677 at 4% or $272,451 at 6%.
202216$2,326,405$180,693$30,116iApproximate average salary by contribution assumption: employee only about $752,888 at 4% or $501,925 at 6%; with 50% employer match about $501,925 at 4% or $334,617 at 6%; with 100% employer match about $376,444 at 4% or $250,963 at 6%.
Tfa Team Independence 401K Plan-6$2,326,405$180,693$30,116iApproximate average salary by contribution assumption: employee only about $752,888 at 4% or $501,925 at 6%; with 50% employer match about $501,925 at 4% or $334,617 at 6%; with 100% employer match about $376,444 at 4% or $250,963 at 6%.
2021112$2,079,733$146,547$12,212iApproximate average salary by contribution assumption: employee only about $305,306 at 4% or $203,538 at 6%; with 50% employer match about $203,538 at 4% or $135,692 at 6%; with 100% employer match about $152,653 at 4% or $101,769 at 6%.
Tfa Team Independence 401K Plan-12$2,079,733$146,547$12,212iApproximate average salary by contribution assumption: employee only about $305,306 at 4% or $203,538 at 6%; with 50% employer match about $203,538 at 4% or $135,692 at 6%; with 100% employer match about $152,653 at 4% or $101,769 at 6%.
202015$1,656,224$93,872$18,774iApproximate average salary by contribution assumption: employee only about $469,360 at 4% or $312,907 at 6%; with 50% employer match about $312,907 at 4% or $208,604 at 6%; with 100% employer match about $234,680 at 4% or $156,453 at 6%.
Tfa Team Independence 401K Plan-5$1,656,224$93,872$18,774iApproximate average salary by contribution assumption: employee only about $469,360 at 4% or $312,907 at 6%; with 50% employer match about $312,907 at 4% or $208,604 at 6%; with 100% employer match about $234,680 at 4% or $156,453 at 6%.
201914$1,347,597$79,600$19,900iApproximate average salary by contribution assumption: employee only about $497,500 at 4% or $331,667 at 6%; with 50% employer match about $331,667 at 4% or $221,111 at 6%; with 100% employer match about $248,750 at 4% or $165,833 at 6%.
Tfa Team Independence 401K Plan-4$1,347,597$79,600$19,900iApproximate average salary by contribution assumption: employee only about $497,500 at 4% or $331,667 at 6%; with 50% employer match about $331,667 at 4% or $221,111 at 6%; with 100% employer match about $248,750 at 4% or $165,833 at 6%.
201815$1,069,101$76,796$15,359iApproximate average salary by contribution assumption: employee only about $383,980 at 4% or $255,987 at 6%; with 50% employer match about $255,987 at 4% or $170,658 at 6%; with 100% employer match about $191,990 at 4% or $127,993 at 6%.
Tfa Team Independence 401K Plan-5$1,069,101$76,796$15,359iApproximate average salary by contribution assumption: employee only about $383,980 at 4% or $255,987 at 6%; with 50% employer match about $255,987 at 4% or $170,658 at 6%; with 100% employer match about $191,990 at 4% or $127,993 at 6%.
201715$1,070,784$74,487$14,897iApproximate average salary by contribution assumption: employee only about $372,435 at 4% or $248,290 at 6%; with 50% employer match about $248,290 at 4% or $165,527 at 6%; with 100% employer match about $186,218 at 4% or $124,145 at 6%.
Tfa Team Independence 401K Plan-5$1,070,784$74,487$14,897iApproximate average salary by contribution assumption: employee only about $372,435 at 4% or $248,290 at 6%; with 50% employer match about $248,290 at 4% or $165,527 at 6%; with 100% employer match about $186,218 at 4% or $124,145 at 6%.
201615$827,202$77,171$15,434iApproximate average salary by contribution assumption: employee only about $385,855 at 4% or $257,237 at 6%; with 50% employer match about $257,237 at 4% or $171,491 at 6%; with 100% employer match about $192,928 at 4% or $128,618 at 6%.
Tfa Team Independence 401K Plan-5$827,202$77,171$15,434iApproximate average salary by contribution assumption: employee only about $385,855 at 4% or $257,237 at 6%; with 50% employer match about $257,237 at 4% or $171,491 at 6%; with 100% employer match about $192,928 at 4% or $128,618 at 6%.
201515$656,940$71,957$14,391iApproximate average salary by contribution assumption: employee only about $359,785 at 4% or $239,857 at 6%; with 50% employer match about $239,857 at 4% or $159,904 at 6%; with 100% employer match about $179,893 at 4% or $119,928 at 6%.
Tfa Team Independence 401K Plan-5$656,940$71,957$14,391iApproximate average salary by contribution assumption: employee only about $359,785 at 4% or $239,857 at 6%; with 50% employer match about $239,857 at 4% or $159,904 at 6%; with 100% employer match about $179,893 at 4% or $119,928 at 6%.
201414$629,745$61,639$15,410iApproximate average salary by contribution assumption: employee only about $385,244 at 4% or $256,829 at 6%; with 50% employer match about $256,829 at 4% or $171,219 at 6%; with 100% employer match about $192,622 at 4% or $128,415 at 6%.
Tfa Team Independence 401K Plan-4$629,745$61,639$15,410iApproximate average salary by contribution assumption: employee only about $385,244 at 4% or $256,829 at 6%; with 50% employer match about $256,829 at 4% or $171,219 at 6%; with 100% employer match about $192,622 at 4% or $128,415 at 6%.
201313$563,482$62,028$20,676iApproximate average salary by contribution assumption: employee only about $516,900 at 4% or $344,600 at 6%; with 50% employer match about $344,600 at 4% or $229,733 at 6%; with 100% employer match about $258,450 at 4% or $172,300 at 6%.
Tfa Team Independence 401K Plan-3$563,482$62,028$20,676iApproximate average salary by contribution assumption: employee only about $516,900 at 4% or $344,600 at 6%; with 50% employer match about $344,600 at 4% or $229,733 at 6%; with 100% employer match about $258,450 at 4% or $172,300 at 6%.
201214$455,333$54,564$13,641iApproximate average salary by contribution assumption: employee only about $341,025 at 4% or $227,350 at 6%; with 50% employer match about $227,350 at 4% or $151,567 at 6%; with 100% employer match about $170,513 at 4% or $113,675 at 6%.
Tfa Team Independence 401K Plan-4$455,333$54,564$13,641iApproximate average salary by contribution assumption: employee only about $341,025 at 4% or $227,350 at 6%; with 50% employer match about $227,350 at 4% or $151,567 at 6%; with 100% employer match about $170,513 at 4% or $113,675 at 6%.
201113$339,806$18,991$6,330iApproximate average salary by contribution assumption: employee only about $158,258 at 4% or $105,506 at 6%; with 50% employer match about $105,506 at 4% or $70,337 at 6%; with 100% employer match about $79,129 at 4% or $52,753 at 6%.
Tfa Team Independence 401K Plan-3$339,806$18,991$6,330iApproximate average salary by contribution assumption: employee only about $158,258 at 4% or $105,506 at 6%; with 50% employer match about $105,506 at 4% or $70,337 at 6%; with 100% employer match about $79,129 at 4% or $52,753 at 6%.
201013$366,631$51,870$17,290iApproximate average salary by contribution assumption: employee only about $432,250 at 4% or $288,167 at 6%; with 50% employer match about $288,167 at 4% or $192,111 at 6%; with 100% employer match about $216,125 at 4% or $144,083 at 6%.
Tfa Team Independence 401K Plan-3$366,631$51,870$17,290iApproximate average salary by contribution assumption: employee only about $432,250 at 4% or $288,167 at 6%; with 50% employer match about $288,167 at 4% or $192,111 at 6%; with 100% employer match about $216,125 at 4% or $144,083 at 6%.
200913$266,325$44,187$14,729iApproximate average salary by contribution assumption: employee only about $368,225 at 4% or $245,483 at 6%; with 50% employer match about $245,483 at 4% or $163,656 at 6%; with 100% employer match about $184,113 at 4% or $122,742 at 6%.
Tfa Team Independence 401K Plan-3$266,325$44,187$14,729iApproximate average salary by contribution assumption: employee only about $368,225 at 4% or $245,483 at 6%; with 50% employer match about $245,483 at 4% or $163,656 at 6%; with 100% employer match about $184,113 at 4% or $122,742 at 6%.
200813$157,374$45,427$15,142iApproximate average salary by contribution assumption: employee only about $378,558 at 4% or $252,372 at 6%; with 50% employer match about $252,372 at 4% or $168,248 at 6%; with 100% employer match about $189,279 at 4% or $126,186 at 6%.
Tfa Team Independence 401K Plan-3$157,374$45,427$15,142iApproximate average salary by contribution assumption: employee only about $378,558 at 4% or $252,372 at 6%; with 50% employer match about $252,372 at 4% or $168,248 at 6%; with 100% employer match about $189,279 at 4% or $126,186 at 6%.
200713$194,503$20,786$6,929iApproximate average salary by contribution assumption: employee only about $173,217 at 4% or $115,478 at 6%; with 50% employer match about $115,478 at 4% or $76,985 at 6%; with 100% employer match about $86,608 at 4% or $57,739 at 6%.
Tfa Team Independence 401K Plan-3$194,503$20,786$6,929iApproximate average salary by contribution assumption: employee only about $173,217 at 4% or $115,478 at 6%; with 50% employer match about $115,478 at 4% or $76,985 at 6%; with 100% employer match about $86,608 at 4% or $57,739 at 6%.
200612$153,904$10,005$5,003iApproximate average salary by contribution assumption: employee only about $125,063 at 4% or $83,375 at 6%; with 50% employer match about $83,375 at 4% or $55,583 at 6%; with 100% employer match about $62,531 at 4% or $41,688 at 6%.
Tfa Team Independence 401K Plan-2$153,904$10,005$5,003iApproximate average salary by contribution assumption: employee only about $125,063 at 4% or $83,375 at 6%; with 50% employer match about $83,375 at 4% or $55,583 at 6%; with 100% employer match about $62,531 at 4% or $41,688 at 6%.
200512$116,359$25,194$12,597iApproximate average salary by contribution assumption: employee only about $314,925 at 4% or $209,950 at 6%; with 50% employer match about $209,950 at 4% or $139,967 at 6%; with 100% employer match about $157,463 at 4% or $104,975 at 6%.
Tfa Team Independence 401K Plan-2$116,359$25,194$12,597iApproximate average salary by contribution assumption: employee only about $314,925 at 4% or $209,950 at 6%; with 50% employer match about $209,950 at 4% or $139,967 at 6%; with 100% employer match about $157,463 at 4% or $104,975 at 6%.
200412$76,620$20,920$10,460iApproximate average salary by contribution assumption: employee only about $261,500 at 4% or $174,333 at 6%; with 50% employer match about $174,333 at 4% or $116,222 at 6%; with 100% employer match about $130,750 at 4% or $87,167 at 6%.
Tfa Team Independence 401K Plan-2$76,620$20,920$10,460iApproximate average salary by contribution assumption: employee only about $261,500 at 4% or $174,333 at 6%; with 50% employer match about $174,333 at 4% or $116,222 at 6%; with 100% employer match about $130,750 at 4% or $87,167 at 6%.