Tfo Partners Inc.
Plan context: TFO PARTNERS, INC. 401(K) PLAN
EIN 92-1497551 • Maumee, OH • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
142
2024 Assets
$10,253,643
2024 Contributions
$842,549
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 | 142 | $10,253,643 | $842,549 | $5,933iApproximate average salary by contribution assumption: employee only about $148,336 at 4% or $98,891 at 6%; with 50% employer match about $98,891 at 4% or $65,927 at 6%; with 100% employer match about $74,168 at 4% or $49,445 at 6%. |
| TFO PARTNERS, INC. 401(K) PLAN | - | 91 | $10,253,643 | $842,549 | $9,259iApproximate average salary by contribution assumption: employee only about $231,470 at 4% or $154,313 at 6%; with 50% employer match about $154,313 at 4% or $102,875 at 6%; with 100% employer match about $115,735 at 4% or $77,157 at 6%. |
| Tfo Partners Welfare Benefit Plan | - | 142 | - | - | - |
| 2023 | 1 | 92 | $8,914,722 | $937,091 | $10,186iApproximate average salary by contribution assumption: employee only about $254,644 at 4% or $169,763 at 6%; with 50% employer match about $169,763 at 4% or $113,175 at 6%; with 100% employer match about $127,322 at 4% or $84,881 at 6%. |
| TFO PARTNERS, INC. 401(K) PLAN | - | 92 | $8,914,722 | $937,091 | $10,186iApproximate average salary by contribution assumption: employee only about $254,644 at 4% or $169,763 at 6%; with 50% employer match about $169,763 at 4% or $113,175 at 6%; with 100% employer match about $127,322 at 4% or $84,881 at 6%. |