Transforming Age Associates LLC
Plan context: Transforming Age 401(K) Plan
EIN 92-0770430 • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,571
2024 Assets
$14,989,635
2024 Contributions
$10,823,357
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 | 2 | 1,571 | $14,989,635 | $10,823,357 | $6,889iApproximate average salary by contribution assumption: employee only about $172,237 at 4% or $114,824 at 6%; with 50% employer match about $114,824 at 4% or $76,550 at 6%; with 100% employer match about $86,118 at 4% or $57,412 at 6%. |
| Transforming Age 401(K) Plan | - | 1,571 | $14,989,635 | $10,823,357 | $6,889iApproximate average salary by contribution assumption: employee only about $172,237 at 4% or $114,824 at 6%; with 50% employer match about $114,824 at 4% or $76,550 at 6%; with 100% employer match about $86,118 at 4% or $57,412 at 6%. |
| Transforming Age Associates Wrap Plan | - | 194 | - | - | - |
| 2023 | 2 | 1,129 | $3,645,818 | $1,745,257 | $1,546iApproximate average salary by contribution assumption: employee only about $38,646 at 4% or $25,764 at 6%; with 50% employer match about $25,764 at 4% or $17,176 at 6%; with 100% employer match about $19,323 at 4% or $12,882 at 6%. |
| Transforming Age 401(K) Plan | - | 1,129 | $3,645,818 | $1,745,257 | $1,546iApproximate average salary by contribution assumption: employee only about $38,646 at 4% or $25,764 at 6%; with 50% employer match about $25,764 at 4% or $17,176 at 6%; with 100% employer match about $19,323 at 4% or $12,882 at 6%. |
| Transforming Age Associates Wrap Plan | - | 181 | - | - | - |