Civic Intelligence

Tweed Financial Services Inc.

Plan context: Tweed Financial Services Inc. Ret. Plan

EIN 95-4859419 • San Marino, CA • 19 filings • 2 plans

2060 Huntington Drive, Suite 1San Marino, CA 91108-2044
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,003,378

2022 Contributions

$2,400

Historical Graphs

Total Assets Over Time

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

$1,003,378$501,689$0200420142022YearValue
$1,003,378Latest year 2022

Participants Over Time

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

1050200420132022YearValue
3Latest year 2022

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
202213$1,003,378$0-
Tweed Financial Services Inc. Ret. Plan-3$1,003,378$0-
202114$980,374$0-
Tweed Financial Services Inc. Ret. Plan-4$980,374$0-
202014$740,552$2,400$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Tweed Financial Services Inc. Ret. Plan-4$740,552$2,400$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201916$924,744$18,925$3,154iApproximate average salary by contribution assumption: employee only about $78,854 at 4% or $52,569 at 6%; with 50% employer match about $52,569 at 4% or $35,046 at 6%; with 100% employer match about $39,427 at 4% or $26,285 at 6%.
Tweed Financial Services Inc. Ret. Plan-6$924,744$18,925$3,154iApproximate average salary by contribution assumption: employee only about $78,854 at 4% or $52,569 at 6%; with 50% employer match about $52,569 at 4% or $35,046 at 6%; with 100% employer match about $39,427 at 4% or $26,285 at 6%.
201815$783,811$87,869$17,574iApproximate average salary by contribution assumption: employee only about $439,345 at 4% or $292,897 at 6%; with 50% employer match about $292,897 at 4% or $195,264 at 6%; with 100% employer match about $219,673 at 4% or $146,448 at 6%.
Tweed Financial Services Inc. Ret. Plan-5$783,811$87,869$17,574iApproximate average salary by contribution assumption: employee only about $439,345 at 4% or $292,897 at 6%; with 50% employer match about $292,897 at 4% or $195,264 at 6%; with 100% employer match about $219,673 at 4% or $146,448 at 6%.
201716$701,818$83,900$13,983iApproximate average salary by contribution assumption: employee only about $349,583 at 4% or $233,056 at 6%; with 50% employer match about $233,056 at 4% or $155,370 at 6%; with 100% employer match about $174,792 at 4% or $116,528 at 6%.
Tweed Financial Services Inc. Ret. Plan-6$701,818$83,900$13,983iApproximate average salary by contribution assumption: employee only about $349,583 at 4% or $233,056 at 6%; with 50% employer match about $233,056 at 4% or $155,370 at 6%; with 100% employer match about $174,792 at 4% or $116,528 at 6%.
201614$565,867$46,463$11,616iApproximate average salary by contribution assumption: employee only about $290,394 at 4% or $193,596 at 6%; with 50% employer match about $193,596 at 4% or $129,064 at 6%; with 100% employer match about $145,197 at 4% or $96,798 at 6%.
Tweed Financial Services Inc. Ret. Plan-4$565,867$46,463$11,616iApproximate average salary by contribution assumption: employee only about $290,394 at 4% or $193,596 at 6%; with 50% employer match about $193,596 at 4% or $129,064 at 6%; with 100% employer match about $145,197 at 4% or $96,798 at 6%.
201510$515,200$33,482-
Tweed Financial Services Inc. Ret. Plan-0$515,200$33,482-
201416$565,903$50,699$8,450iApproximate average salary by contribution assumption: employee only about $211,246 at 4% or $140,831 at 6%; with 50% employer match about $140,831 at 4% or $93,887 at 6%; with 100% employer match about $105,623 at 4% or $70,415 at 6%.
Tweed Financial Services Inc. Ret. Plan-6$565,903$50,699$8,450iApproximate average salary by contribution assumption: employee only about $211,246 at 4% or $140,831 at 6%; with 50% employer match about $140,831 at 4% or $93,887 at 6%; with 100% employer match about $105,623 at 4% or $70,415 at 6%.
201315$444,667$44,028$8,806iApproximate average salary by contribution assumption: employee only about $220,140 at 4% or $146,760 at 6%; with 50% employer match about $146,760 at 4% or $97,840 at 6%; with 100% employer match about $110,070 at 4% or $73,380 at 6%.
Tweed Financial Services Inc. Ret. Plan-5$444,667$44,028$8,806iApproximate average salary by contribution assumption: employee only about $220,140 at 4% or $146,760 at 6%; with 50% employer match about $146,760 at 4% or $97,840 at 6%; with 100% employer match about $110,070 at 4% or $73,380 at 6%.
201218$448,236$49,672$6,209iApproximate average salary by contribution assumption: employee only about $155,225 at 4% or $103,483 at 6%; with 50% employer match about $103,483 at 4% or $68,989 at 6%; with 100% employer match about $77,613 at 4% or $51,742 at 6%.
Tweed Financial Services Inc. Ret. Plan-8$448,236$49,672$6,209iApproximate average salary by contribution assumption: employee only about $155,225 at 4% or $103,483 at 6%; with 50% employer match about $103,483 at 4% or $68,989 at 6%; with 100% employer match about $77,613 at 4% or $51,742 at 6%.
201118$411,646$51,456$6,432iApproximate average salary by contribution assumption: employee only about $160,800 at 4% or $107,200 at 6%; with 50% employer match about $107,200 at 4% or $71,467 at 6%; with 100% employer match about $80,400 at 4% or $53,600 at 6%.
Tweed Financial Services Inc. Ret. Plan-8$411,646$51,456$6,432iApproximate average salary by contribution assumption: employee only about $160,800 at 4% or $107,200 at 6%; with 50% employer match about $107,200 at 4% or $71,467 at 6%; with 100% employer match about $80,400 at 4% or $53,600 at 6%.
201018$369,337$17,971$2,246iApproximate average salary by contribution assumption: employee only about $56,159 at 4% or $37,440 at 6%; with 50% employer match about $37,440 at 4% or $24,960 at 6%; with 100% employer match about $28,080 at 4% or $18,720 at 6%.
Tweed Financial Services Inc. Ret. Plan-8$369,337$17,971$2,246iApproximate average salary by contribution assumption: employee only about $56,159 at 4% or $37,440 at 6%; with 50% employer match about $37,440 at 4% or $24,960 at 6%; with 100% employer match about $28,080 at 4% or $18,720 at 6%.
200919$351,889$28,939$3,215iApproximate average salary by contribution assumption: employee only about $80,386 at 4% or $53,591 at 6%; with 50% employer match about $53,591 at 4% or $35,727 at 6%; with 100% employer match about $40,193 at 4% or $26,795 at 6%.
Tweed Financial Services Inc. Ret. Plan-9$351,889$28,939$3,215iApproximate average salary by contribution assumption: employee only about $80,386 at 4% or $53,591 at 6%; with 50% employer match about $53,591 at 4% or $35,727 at 6%; with 100% employer match about $40,193 at 4% or $26,795 at 6%.
200819$0$0-
Tweed Financial Services Inc. Ret. Plan-9---
2007110$0$0-
Tweed Financial Services Inc. Ret. Plan-10---
200616$162,678$74,493$12,416iApproximate average salary by contribution assumption: employee only about $310,388 at 4% or $206,925 at 6%; with 50% employer match about $206,925 at 4% or $137,950 at 6%; with 100% employer match about $155,194 at 4% or $103,463 at 6%.
Tweed Financial Services Inc. Ret. Plan-6$162,678$74,493$12,416iApproximate average salary by contribution assumption: employee only about $310,388 at 4% or $206,925 at 6%; with 50% employer match about $206,925 at 4% or $137,950 at 6%; with 100% employer match about $155,194 at 4% or $103,463 at 6%.
200512$102,069$46,089$23,045iApproximate average salary by contribution assumption: employee only about $576,113 at 4% or $384,075 at 6%; with 50% employer match about $384,075 at 4% or $256,050 at 6%; with 100% employer match about $288,056 at 4% or $192,038 at 6%.
Tweed Financial Services Inc. Ret. Plan-2$102,069$46,089$23,045iApproximate average salary by contribution assumption: employee only about $576,113 at 4% or $384,075 at 6%; with 50% employer match about $384,075 at 4% or $256,050 at 6%; with 100% employer match about $288,056 at 4% or $192,038 at 6%.
200413$53,314$48,296$16,099iApproximate average salary by contribution assumption: employee only about $402,467 at 4% or $268,311 at 6%; with 50% employer match about $268,311 at 4% or $178,874 at 6%; with 100% employer match about $201,233 at 4% or $134,156 at 6%.
Tweed Financial Services Inc. Ret. Plan-3$53,314$48,296$16,099iApproximate average salary by contribution assumption: employee only about $402,467 at 4% or $268,311 at 6%; with 50% employer match about $268,311 at 4% or $178,874 at 6%; with 100% employer match about $201,233 at 4% or $134,156 at 6%.