Civic Intelligence

Thompson Dorfman Partners LLC

Plan context: Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan

EIN 94-3337554 • Mill Valley, CA • 25 filings • 7 plans

39 Forrest Street, Suite 201Mill Valley, CA 94941
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$201,256

2024 Contributions

$69,000

Historical Graphs

Total Assets Over Time

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

$2,430,492$1,215,246$0200320142024YearValue
$201,256Latest year 2024

Participants Over Time

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

1160200020122024YearValue
4Latest 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
202414$201,256$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-4$201,256$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
202314$126,143$68,641$17,160iApproximate average salary by contribution assumption: employee only about $429,006 at 4% or $286,004 at 6%; with 50% employer match about $286,004 at 4% or $190,669 at 6%; with 100% employer match about $214,503 at 4% or $143,002 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-4$126,143$68,641$17,160iApproximate average salary by contribution assumption: employee only about $429,006 at 4% or $286,004 at 6%; with 50% employer match about $286,004 at 4% or $190,669 at 6%; with 100% employer match about $214,503 at 4% or $143,002 at 6%.
202214$54,261$26,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-4$54,261$26,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
202112$28,198$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-2$28,198$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
202013$2,223$0-
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-3$2,223--
201913$2,222$0-
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-3$2,222--
201813$2,150,181$0-
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-3$2,150,181--
201713$2,430,492$71,576$23,859iApproximate average salary by contribution assumption: employee only about $596,467 at 4% or $397,644 at 6%; with 50% employer match about $397,644 at 4% or $265,096 at 6%; with 100% employer match about $298,233 at 4% or $198,822 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-3$2,430,492$71,576$23,859iApproximate average salary by contribution assumption: employee only about $596,467 at 4% or $397,644 at 6%; with 50% employer match about $397,644 at 4% or $265,096 at 6%; with 100% employer match about $298,233 at 4% or $198,822 at 6%.
201613$2,227,533$71,804$23,935iApproximate average salary by contribution assumption: employee only about $598,367 at 4% or $398,911 at 6%; with 50% employer match about $398,911 at 4% or $265,941 at 6%; with 100% employer match about $299,183 at 4% or $199,456 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-3$2,227,533$71,804$23,935iApproximate average salary by contribution assumption: employee only about $598,367 at 4% or $398,911 at 6%; with 50% employer match about $398,911 at 4% or $265,941 at 6%; with 100% employer match about $299,183 at 4% or $199,456 at 6%.
201513$2,015,302$138,686$46,229iApproximate average salary by contribution assumption: employee only about $1,155,717 at 4% or $770,478 at 6%; with 50% employer match about $770,478 at 4% or $513,652 at 6%; with 100% employer match about $577,858 at 4% or $385,239 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-3$2,015,302$138,686$46,229iApproximate average salary by contribution assumption: employee only about $1,155,717 at 4% or $770,478 at 6%; with 50% employer match about $770,478 at 4% or $513,652 at 6%; with 100% employer match about $577,858 at 4% or $385,239 at 6%.
2014110$1,967,328$38,664$3,866iApproximate average salary by contribution assumption: employee only about $96,660 at 4% or $64,440 at 6%; with 50% employer match about $64,440 at 4% or $42,960 at 6%; with 100% employer match about $48,330 at 4% or $32,220 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-10$1,967,328$38,664$3,866iApproximate average salary by contribution assumption: employee only about $96,660 at 4% or $64,440 at 6%; with 50% employer match about $64,440 at 4% or $42,960 at 6%; with 100% employer match about $48,330 at 4% or $32,220 at 6%.
201319$1,781,314$215,267$23,919iApproximate average salary by contribution assumption: employee only about $597,964 at 4% or $398,643 at 6%; with 50% employer match about $398,643 at 4% or $265,762 at 6%; with 100% employer match about $298,982 at 4% or $199,321 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-9$1,781,314$215,267$23,919iApproximate average salary by contribution assumption: employee only about $597,964 at 4% or $398,643 at 6%; with 50% employer match about $398,643 at 4% or $265,762 at 6%; with 100% employer match about $298,982 at 4% or $199,321 at 6%.
201218$1,697,104$110,332$13,792iApproximate average salary by contribution assumption: employee only about $344,788 at 4% or $229,858 at 6%; with 50% employer match about $229,858 at 4% or $153,239 at 6%; with 100% employer match about $172,394 at 4% or $114,929 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-8$1,697,104$110,332$13,792iApproximate average salary by contribution assumption: employee only about $344,788 at 4% or $229,858 at 6%; with 50% employer match about $229,858 at 4% or $153,239 at 6%; with 100% employer match about $172,394 at 4% or $114,929 at 6%.
2011110$1,388,083$71,620$7,162iApproximate average salary by contribution assumption: employee only about $179,050 at 4% or $119,367 at 6%; with 50% employer match about $119,367 at 4% or $79,578 at 6%; with 100% employer match about $89,525 at 4% or $59,683 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-10$1,388,083$71,620$7,162iApproximate average salary by contribution assumption: employee only about $179,050 at 4% or $119,367 at 6%; with 50% employer match about $119,367 at 4% or $79,578 at 6%; with 100% employer match about $89,525 at 4% or $59,683 at 6%.
2010110$1,423,293$87,504$8,750iApproximate average salary by contribution assumption: employee only about $218,760 at 4% or $145,840 at 6%; with 50% employer match about $145,840 at 4% or $97,227 at 6%; with 100% employer match about $109,380 at 4% or $72,920 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-10$1,423,293$87,504$8,750iApproximate average salary by contribution assumption: employee only about $218,760 at 4% or $145,840 at 6%; with 50% employer match about $145,840 at 4% or $97,227 at 6%; with 100% employer match about $109,380 at 4% or $72,920 at 6%.
2009111$1,148,316$93,929$8,539iApproximate average salary by contribution assumption: employee only about $213,475 at 4% or $142,317 at 6%; with 50% employer match about $142,317 at 4% or $94,878 at 6%; with 100% employer match about $106,738 at 4% or $71,158 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-11$1,148,316$93,929$8,539iApproximate average salary by contribution assumption: employee only about $213,475 at 4% or $142,317 at 6%; with 50% employer match about $142,317 at 4% or $94,878 at 6%; with 100% employer match about $106,738 at 4% or $71,158 at 6%.
200819$749,133$199,380$22,153iApproximate average salary by contribution assumption: employee only about $553,833 at 4% or $369,222 at 6%; with 50% employer match about $369,222 at 4% or $246,148 at 6%; with 100% employer match about $276,917 at 4% or $184,611 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-9$749,133$199,380$22,153iApproximate average salary by contribution assumption: employee only about $553,833 at 4% or $369,222 at 6%; with 50% employer match about $369,222 at 4% or $246,148 at 6%; with 100% employer match about $276,917 at 4% or $184,611 at 6%.
200716$0$0-
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-6---
200616$841,377$67,350$11,225iApproximate average salary by contribution assumption: employee only about $280,625 at 4% or $187,083 at 6%; with 50% employer match about $187,083 at 4% or $124,722 at 6%; with 100% employer match about $140,313 at 4% or $93,542 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-6$841,377$67,350$11,225iApproximate average salary by contribution assumption: employee only about $280,625 at 4% or $187,083 at 6%; with 50% employer match about $187,083 at 4% or $124,722 at 6%; with 100% employer match about $140,313 at 4% or $93,542 at 6%.
200516$669,988$120,362$20,060iApproximate average salary by contribution assumption: employee only about $501,508 at 4% or $334,339 at 6%; with 50% employer match about $334,339 at 4% or $222,893 at 6%; with 100% employer match about $250,754 at 4% or $167,169 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-6$669,988$120,362$20,060iApproximate average salary by contribution assumption: employee only about $501,508 at 4% or $334,339 at 6%; with 50% employer match about $334,339 at 4% or $222,893 at 6%; with 100% employer match about $250,754 at 4% or $167,169 at 6%.
200416$533,581$155,874$25,979iApproximate average salary by contribution assumption: employee only about $649,475 at 4% or $432,983 at 6%; with 50% employer match about $432,983 at 4% or $288,656 at 6%; with 100% employer match about $324,738 at 4% or $216,492 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-6$533,581$155,874$25,979iApproximate average salary by contribution assumption: employee only about $649,475 at 4% or $432,983 at 6%; with 50% employer match about $432,983 at 4% or $288,656 at 6%; with 100% employer match about $324,738 at 4% or $216,492 at 6%.
200315$375,880$100,132$20,026iApproximate average salary by contribution assumption: employee only about $500,660 at 4% or $333,773 at 6%; with 50% employer match about $333,773 at 4% or $222,516 at 6%; with 100% employer match about $250,330 at 4% or $166,887 at 6%.
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-5$375,880$100,132$20,026iApproximate average salary by contribution assumption: employee only about $500,660 at 4% or $333,773 at 6%; with 50% employer match about $333,773 at 4% or $222,516 at 6%; with 100% employer match about $250,330 at 4% or $166,887 at 6%.
200215$0$0-
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-5---
200112$0$0-
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-2---
200012$0$0-
Thompson Dorfman Partners LLC 401(K) Profit Sharing Plan-2---