Civic Intelligence

TAYLOR, HEYMAN & LEE, PARTNERS

Plan context: Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan

EIN 04-2681445 • Pittsfield, MA • 18 filings • 3 plans

20 Elm StreetPittsfield, MA 01201
Current Snapshot

Latest Year

2016

2016 Participants

46

2016 Assets

$4,111,957

2016 Contributions

$281,046

Historical Graphs

Total Assets Over Time

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

$4,958,888$2,479,444$0199920082015YearValue
$4,111,957Latest year 2015

Participants Over Time

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

49250199920072015YearValue
46Latest year 2015

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
201610$0$0-
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-0$0$0-
2015146$4,111,957$281,046$6,110iApproximate average salary by contribution assumption: employee only about $152,742 at 4% or $101,828 at 6%; with 50% employer match about $101,828 at 4% or $67,886 at 6%; with 100% employer match about $76,371 at 4% or $50,914 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-46$4,111,957$281,046$6,110iApproximate average salary by contribution assumption: employee only about $152,742 at 4% or $101,828 at 6%; with 50% employer match about $101,828 at 4% or $67,886 at 6%; with 100% employer match about $76,371 at 4% or $50,914 at 6%.
2014149$3,921,558$229,964$4,693iApproximate average salary by contribution assumption: employee only about $117,329 at 4% or $78,219 at 6%; with 50% employer match about $78,219 at 4% or $52,146 at 6%; with 100% employer match about $58,664 at 4% or $39,110 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-49$3,921,558$229,964$4,693iApproximate average salary by contribution assumption: employee only about $117,329 at 4% or $78,219 at 6%; with 50% employer match about $78,219 at 4% or $52,146 at 6%; with 100% employer match about $58,664 at 4% or $39,110 at 6%.
2013142$3,732,053$186,830$4,448iApproximate average salary by contribution assumption: employee only about $111,208 at 4% or $74,139 at 6%; with 50% employer match about $74,139 at 4% or $49,426 at 6%; with 100% employer match about $55,604 at 4% or $37,069 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-42$3,732,053$186,830$4,448iApproximate average salary by contribution assumption: employee only about $111,208 at 4% or $74,139 at 6%; with 50% employer match about $74,139 at 4% or $49,426 at 6%; with 100% employer match about $55,604 at 4% or $37,069 at 6%.
2012134$2,942,558$226,937$6,675iApproximate average salary by contribution assumption: employee only about $166,865 at 4% or $111,244 at 6%; with 50% employer match about $111,244 at 4% or $74,162 at 6%; with 100% employer match about $83,433 at 4% or $55,622 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-34$2,942,558$226,937$6,675iApproximate average salary by contribution assumption: employee only about $166,865 at 4% or $111,244 at 6%; with 50% employer match about $111,244 at 4% or $74,162 at 6%; with 100% employer match about $83,433 at 4% or $55,622 at 6%.
2011143$2,404,002$190,636$4,433iApproximate average salary by contribution assumption: employee only about $110,835 at 4% or $73,890 at 6%; with 50% employer match about $73,890 at 4% or $49,260 at 6%; with 100% employer match about $55,417 at 4% or $36,945 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-43$2,404,002$190,636$4,433iApproximate average salary by contribution assumption: employee only about $110,835 at 4% or $73,890 at 6%; with 50% employer match about $73,890 at 4% or $49,260 at 6%; with 100% employer match about $55,417 at 4% or $36,945 at 6%.
2010137$2,340,353$183,654$4,964iApproximate average salary by contribution assumption: employee only about $124,091 at 4% or $82,727 at 6%; with 50% employer match about $82,727 at 4% or $55,151 at 6%; with 100% employer match about $62,045 at 4% or $41,364 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-37$2,340,353$183,654$4,964iApproximate average salary by contribution assumption: employee only about $124,091 at 4% or $82,727 at 6%; with 50% employer match about $82,727 at 4% or $55,151 at 6%; with 100% employer match about $62,045 at 4% or $41,364 at 6%.
2009139$1,859,476$186,273$4,776iApproximate average salary by contribution assumption: employee only about $119,406 at 4% or $79,604 at 6%; with 50% employer match about $79,604 at 4% or $53,069 at 6%; with 100% employer match about $59,703 at 4% or $39,802 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-39$1,859,476$186,273$4,776iApproximate average salary by contribution assumption: employee only about $119,406 at 4% or $79,604 at 6%; with 50% employer match about $79,604 at 4% or $53,069 at 6%; with 100% employer match about $59,703 at 4% or $39,802 at 6%.
2008134$1,259,381$179,780$5,288iApproximate average salary by contribution assumption: employee only about $132,191 at 4% or $88,127 at 6%; with 50% employer match about $88,127 at 4% or $58,752 at 6%; with 100% employer match about $66,096 at 4% or $44,064 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-34$1,259,381$179,780$5,288iApproximate average salary by contribution assumption: employee only about $132,191 at 4% or $88,127 at 6%; with 50% employer match about $88,127 at 4% or $58,752 at 6%; with 100% employer match about $66,096 at 4% or $44,064 at 6%.
2007134$0$0-
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-34---
2006133$1,857,341$162,541$4,925iApproximate average salary by contribution assumption: employee only about $123,137 at 4% or $82,091 at 6%; with 50% employer match about $82,091 at 4% or $54,728 at 6%; with 100% employer match about $61,569 at 4% or $41,046 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-33$1,857,341$162,541$4,925iApproximate average salary by contribution assumption: employee only about $123,137 at 4% or $82,091 at 6%; with 50% employer match about $82,091 at 4% or $54,728 at 6%; with 100% employer match about $61,569 at 4% or $41,046 at 6%.
2005129$1,527,330$179,388$6,186iApproximate average salary by contribution assumption: employee only about $154,645 at 4% or $103,097 at 6%; with 50% employer match about $103,097 at 4% or $68,731 at 6%; with 100% employer match about $77,322 at 4% or $51,548 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-29$1,527,330$179,388$6,186iApproximate average salary by contribution assumption: employee only about $154,645 at 4% or $103,097 at 6%; with 50% employer match about $103,097 at 4% or $68,731 at 6%; with 100% employer match about $77,322 at 4% or $51,548 at 6%.
2004135$1,289,783$176,770$5,051iApproximate average salary by contribution assumption: employee only about $126,264 at 4% or $84,176 at 6%; with 50% employer match about $84,176 at 4% or $56,117 at 6%; with 100% employer match about $63,132 at 4% or $42,088 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-35$1,289,783$176,770$5,051iApproximate average salary by contribution assumption: employee only about $126,264 at 4% or $84,176 at 6%; with 50% employer match about $84,176 at 4% or $56,117 at 6%; with 100% employer match about $63,132 at 4% or $42,088 at 6%.
2003135$1,022,507$135,253$3,864iApproximate average salary by contribution assumption: employee only about $96,609 at 4% or $64,406 at 6%; with 50% employer match about $64,406 at 4% or $42,937 at 6%; with 100% employer match about $48,305 at 4% or $32,203 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-35$1,022,507$135,253$3,864iApproximate average salary by contribution assumption: employee only about $96,609 at 4% or $64,406 at 6%; with 50% employer match about $64,406 at 4% or $42,937 at 6%; with 100% employer match about $48,305 at 4% or $32,203 at 6%.
2002132$709,478$116,419$3,638iApproximate average salary by contribution assumption: employee only about $90,952 at 4% or $60,635 at 6%; with 50% employer match about $60,635 at 4% or $40,423 at 6%; with 100% employer match about $45,476 at 4% or $30,317 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-32$709,478$116,419$3,638iApproximate average salary by contribution assumption: employee only about $90,952 at 4% or $60,635 at 6%; with 50% employer match about $60,635 at 4% or $40,423 at 6%; with 100% employer match about $45,476 at 4% or $30,317 at 6%.
2001127$805,978$120,703$4,470iApproximate average salary by contribution assumption: employee only about $111,762 at 4% or $74,508 at 6%; with 50% employer match about $74,508 at 4% or $49,672 at 6%; with 100% employer match about $55,881 at 4% or $37,254 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-27$805,978$120,703$4,470iApproximate average salary by contribution assumption: employee only about $111,762 at 4% or $74,508 at 6%; with 50% employer match about $74,508 at 4% or $49,672 at 6%; with 100% employer match about $55,881 at 4% or $37,254 at 6%.
2000123$3,584,306$105,813$4,601iApproximate average salary by contribution assumption: employee only about $115,014 at 4% or $76,676 at 6%; with 50% employer match about $76,676 at 4% or $51,117 at 6%; with 100% employer match about $57,507 at 4% or $38,338 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-23$3,584,306$105,813$4,601iApproximate average salary by contribution assumption: employee only about $115,014 at 4% or $76,676 at 6%; with 50% employer match about $76,676 at 4% or $51,117 at 6%; with 100% employer match about $57,507 at 4% or $38,338 at 6%.
1999126$4,958,888$158,153$6,083iApproximate average salary by contribution assumption: employee only about $152,070 at 4% or $101,380 at 6%; with 50% employer match about $101,380 at 4% or $67,587 at 6%; with 100% employer match about $76,035 at 4% or $50,690 at 6%.
Taylor, Heyman & Lee, Partners 401K Salary Deferral Plan-26$4,958,888$158,153$6,083iApproximate average salary by contribution assumption: employee only about $152,070 at 4% or $101,380 at 6%; with 50% employer match about $101,380 at 4% or $67,587 at 6%; with 100% employer match about $76,035 at 4% or $50,690 at 6%.