Civic Intelligence

Td Consulting Group PC

Plan context: Td Consulting Group PC Retirement Plan

EIN 93-1162204 • Milwaukie, OR • 18 filings • 2 plans

6400 SE Lake Road, Suite 400Milwaukie, OR 97222
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,820,397

2024 Contributions

$138,742

Historical Graphs

Total Assets Over Time

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

$2,820,397$1,410,199$0200820162024YearValue
$2,820,397Latest year 2024

Participants Over Time

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

1580200720162024YearValue
15Latest 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
2024115$2,820,397$138,742$9,249iApproximate average salary by contribution assumption: employee only about $231,237 at 4% or $154,158 at 6%; with 50% employer match about $154,158 at 4% or $102,772 at 6%; with 100% employer match about $115,618 at 4% or $77,079 at 6%.
Td Consulting Group PC Retirement Plan-15$2,820,397$138,742$9,249iApproximate average salary by contribution assumption: employee only about $231,237 at 4% or $154,158 at 6%; with 50% employer match about $154,158 at 4% or $102,772 at 6%; with 100% employer match about $115,618 at 4% or $77,079 at 6%.
2023114$2,339,056$147,566$10,540iApproximate average salary by contribution assumption: employee only about $263,511 at 4% or $175,674 at 6%; with 50% employer match about $175,674 at 4% or $117,116 at 6%; with 100% employer match about $131,755 at 4% or $87,837 at 6%.
Td Consulting Group PC Retirement Plan-14$2,339,056$147,566$10,540iApproximate average salary by contribution assumption: employee only about $263,511 at 4% or $175,674 at 6%; with 50% employer match about $175,674 at 4% or $117,116 at 6%; with 100% employer match about $131,755 at 4% or $87,837 at 6%.
2022113$1,851,513$148,254$11,404iApproximate average salary by contribution assumption: employee only about $285,104 at 4% or $190,069 at 6%; with 50% employer match about $190,069 at 4% or $126,713 at 6%; with 100% employer match about $142,552 at 4% or $95,035 at 6%.
Td Consulting Group PC Retirement Plan-13$1,851,513$148,254$11,404iApproximate average salary by contribution assumption: employee only about $285,104 at 4% or $190,069 at 6%; with 50% employer match about $190,069 at 4% or $126,713 at 6%; with 100% employer match about $142,552 at 4% or $95,035 at 6%.
2021114$2,056,538$132,450$9,461iApproximate average salary by contribution assumption: employee only about $236,518 at 4% or $157,679 at 6%; with 50% employer match about $157,679 at 4% or $105,119 at 6%; with 100% employer match about $118,259 at 4% or $78,839 at 6%.
Td Consulting Group PC Retirement Plan-14$2,056,538$132,450$9,461iApproximate average salary by contribution assumption: employee only about $236,518 at 4% or $157,679 at 6%; with 50% employer match about $157,679 at 4% or $105,119 at 6%; with 100% employer match about $118,259 at 4% or $78,839 at 6%.
2020113$1,592,033$110,422$8,494iApproximate average salary by contribution assumption: employee only about $212,350 at 4% or $141,567 at 6%; with 50% employer match about $141,567 at 4% or $94,378 at 6%; with 100% employer match about $106,175 at 4% or $70,783 at 6%.
Td Consulting Group PC Retirement Plan-13$1,592,033$110,422$8,494iApproximate average salary by contribution assumption: employee only about $212,350 at 4% or $141,567 at 6%; with 50% employer match about $141,567 at 4% or $94,378 at 6%; with 100% employer match about $106,175 at 4% or $70,783 at 6%.
2019111$1,305,528$115,184$10,471iApproximate average salary by contribution assumption: employee only about $261,782 at 4% or $174,521 at 6%; with 50% employer match about $174,521 at 4% or $116,347 at 6%; with 100% employer match about $130,891 at 4% or $87,261 at 6%.
Td Consulting Group PC Retirement Plan-11$1,305,528$115,184$10,471iApproximate average salary by contribution assumption: employee only about $261,782 at 4% or $174,521 at 6%; with 50% employer match about $174,521 at 4% or $116,347 at 6%; with 100% employer match about $130,891 at 4% or $87,261 at 6%.
2018111$935,916$107,009$9,728iApproximate average salary by contribution assumption: employee only about $243,202 at 4% or $162,135 at 6%; with 50% employer match about $162,135 at 4% or $108,090 at 6%; with 100% employer match about $121,601 at 4% or $81,067 at 6%.
Td Consulting Group PC Retirement Plan-11$935,916$107,009$9,728iApproximate average salary by contribution assumption: employee only about $243,202 at 4% or $162,135 at 6%; with 50% employer match about $162,135 at 4% or $108,090 at 6%; with 100% employer match about $121,601 at 4% or $81,067 at 6%.
2017111$907,550$153,853$13,987iApproximate average salary by contribution assumption: employee only about $349,666 at 4% or $233,111 at 6%; with 50% employer match about $233,111 at 4% or $155,407 at 6%; with 100% employer match about $174,833 at 4% or $116,555 at 6%.
Td Consulting Group PC Retirement Plan-11$907,550$153,853$13,987iApproximate average salary by contribution assumption: employee only about $349,666 at 4% or $233,111 at 6%; with 50% employer match about $233,111 at 4% or $155,407 at 6%; with 100% employer match about $174,833 at 4% or $116,555 at 6%.
2016111$631,678$102,144$9,286iApproximate average salary by contribution assumption: employee only about $232,145 at 4% or $154,764 at 6%; with 50% employer match about $154,764 at 4% or $103,176 at 6%; with 100% employer match about $116,073 at 4% or $77,382 at 6%.
Td Consulting Group PC Retirement Plan-11$631,678$102,144$9,286iApproximate average salary by contribution assumption: employee only about $232,145 at 4% or $154,764 at 6%; with 50% employer match about $154,764 at 4% or $103,176 at 6%; with 100% employer match about $116,073 at 4% or $77,382 at 6%.
201519$488,778$56,287$6,254iApproximate average salary by contribution assumption: employee only about $156,353 at 4% or $104,235 at 6%; with 50% employer match about $104,235 at 4% or $69,490 at 6%; with 100% employer match about $78,176 at 4% or $52,118 at 6%.
Td Consulting Group PC Retirement Plan-9$488,778$56,287$6,254iApproximate average salary by contribution assumption: employee only about $156,353 at 4% or $104,235 at 6%; with 50% employer match about $104,235 at 4% or $69,490 at 6%; with 100% employer match about $78,176 at 4% or $52,118 at 6%.
201418$437,150$37,585$4,698iApproximate average salary by contribution assumption: employee only about $117,453 at 4% or $78,302 at 6%; with 50% employer match about $78,302 at 4% or $52,201 at 6%; with 100% employer match about $58,727 at 4% or $39,151 at 6%.
Td Consulting Group PC Retirement Plan-8$437,150$37,585$4,698iApproximate average salary by contribution assumption: employee only about $117,453 at 4% or $78,302 at 6%; with 50% employer match about $78,302 at 4% or $52,201 at 6%; with 100% employer match about $58,727 at 4% or $39,151 at 6%.
201317$380,238$38,407$5,487iApproximate average salary by contribution assumption: employee only about $137,168 at 4% or $91,445 at 6%; with 50% employer match about $91,445 at 4% or $60,963 at 6%; with 100% employer match about $68,584 at 4% or $45,723 at 6%.
Td Consulting Group PC Retirement Plan-7$380,238$38,407$5,487iApproximate average salary by contribution assumption: employee only about $137,168 at 4% or $91,445 at 6%; with 50% employer match about $91,445 at 4% or $60,963 at 6%; with 100% employer match about $68,584 at 4% or $45,723 at 6%.
201216$306,465$31,594$5,266iApproximate average salary by contribution assumption: employee only about $131,642 at 4% or $87,761 at 6%; with 50% employer match about $87,761 at 4% or $58,507 at 6%; with 100% employer match about $65,821 at 4% or $43,881 at 6%.
Td Consulting Group PC Retirement Plan-6$306,465$31,594$5,266iApproximate average salary by contribution assumption: employee only about $131,642 at 4% or $87,761 at 6%; with 50% employer match about $87,761 at 4% or $58,507 at 6%; with 100% employer match about $65,821 at 4% or $43,881 at 6%.
201117$245,846$34,277$4,897iApproximate average salary by contribution assumption: employee only about $122,418 at 4% or $81,612 at 6%; with 50% employer match about $81,612 at 4% or $54,408 at 6%; with 100% employer match about $61,209 at 4% or $40,806 at 6%.
Td Consulting Group PC Retirement Plan-7$245,846$34,277$4,897iApproximate average salary by contribution assumption: employee only about $122,418 at 4% or $81,612 at 6%; with 50% employer match about $81,612 at 4% or $54,408 at 6%; with 100% employer match about $61,209 at 4% or $40,806 at 6%.
201016$224,733$32,244$5,374iApproximate average salary by contribution assumption: employee only about $134,350 at 4% or $89,567 at 6%; with 50% employer match about $89,567 at 4% or $59,711 at 6%; with 100% employer match about $67,175 at 4% or $44,783 at 6%.
Td Consulting Group PC Retirement Plan-6$224,733$32,244$5,374iApproximate average salary by contribution assumption: employee only about $134,350 at 4% or $89,567 at 6%; with 50% employer match about $89,567 at 4% or $59,711 at 6%; with 100% employer match about $67,175 at 4% or $44,783 at 6%.
200916$190,219$51,596$8,599iApproximate average salary by contribution assumption: employee only about $214,983 at 4% or $143,322 at 6%; with 50% employer match about $143,322 at 4% or $95,548 at 6%; with 100% employer match about $107,492 at 4% or $71,661 at 6%.
Td Consulting Group PC Retirement Plan-6$190,219$51,596$8,599iApproximate average salary by contribution assumption: employee only about $214,983 at 4% or $143,322 at 6%; with 50% employer match about $143,322 at 4% or $95,548 at 6%; with 100% employer match about $107,492 at 4% or $71,661 at 6%.
200815$118,606$85,719$17,144iApproximate average salary by contribution assumption: employee only about $428,595 at 4% or $285,730 at 6%; with 50% employer match about $285,730 at 4% or $190,487 at 6%; with 100% employer match about $214,298 at 4% or $142,865 at 6%.
Td Consulting Group PC Retirement Plan-5$118,606$85,719$17,144iApproximate average salary by contribution assumption: employee only about $428,595 at 4% or $285,730 at 6%; with 50% employer match about $285,730 at 4% or $190,487 at 6%; with 100% employer match about $214,298 at 4% or $142,865 at 6%.
200716$0$0-
Td Consulting Group PC Retirement Plan-6---