Taylor, Duane, Barton, & Gilman LLP
Plan context: Taylor, Duane, Barton & Gilman Retirement Plan
EIN 04-3286391 • Boston, MA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
100
2024 Assets
$16,374,589
2024 Contributions
$1,445,763
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 | 1 | 100 | $16,374,589 | $1,445,763 | $14,458iApproximate average salary by contribution assumption: employee only about $361,441 at 4% or $240,961 at 6%; with 50% employer match about $240,961 at 4% or $160,640 at 6%; with 100% employer match about $180,720 at 4% or $120,480 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 100 | $16,374,589 | $1,445,763 | $14,458iApproximate average salary by contribution assumption: employee only about $361,441 at 4% or $240,961 at 6%; with 50% employer match about $240,961 at 4% or $160,640 at 6%; with 100% employer match about $180,720 at 4% or $120,480 at 6%. |
| 2023 | 1 | 112 | $14,700,106 | $1,274,684 | $11,381iApproximate average salary by contribution assumption: employee only about $284,528 at 4% or $189,685 at 6%; with 50% employer match about $189,685 at 4% or $126,457 at 6%; with 100% employer match about $142,264 at 4% or $94,843 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 112 | $14,700,106 | $1,274,684 | $11,381iApproximate average salary by contribution assumption: employee only about $284,528 at 4% or $189,685 at 6%; with 50% employer match about $189,685 at 4% or $126,457 at 6%; with 100% employer match about $142,264 at 4% or $94,843 at 6%. |
| 2022 | 1 | 93 | $11,602,171 | $964,428 | $10,370iApproximate average salary by contribution assumption: employee only about $259,255 at 4% or $172,837 at 6%; with 50% employer match about $172,837 at 4% or $115,224 at 6%; with 100% employer match about $129,627 at 4% or $86,418 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 93 | $11,602,171 | $964,428 | $10,370iApproximate average salary by contribution assumption: employee only about $259,255 at 4% or $172,837 at 6%; with 50% employer match about $172,837 at 4% or $115,224 at 6%; with 100% employer match about $129,627 at 4% or $86,418 at 6%. |
| 2021 | 1 | 83 | $14,390,724 | $839,709 | $10,117iApproximate average salary by contribution assumption: employee only about $252,924 at 4% or $168,616 at 6%; with 50% employer match about $168,616 at 4% or $112,411 at 6%; with 100% employer match about $126,462 at 4% or $84,308 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 83 | $14,390,724 | $839,709 | $10,117iApproximate average salary by contribution assumption: employee only about $252,924 at 4% or $168,616 at 6%; with 50% employer match about $168,616 at 4% or $112,411 at 6%; with 100% employer match about $126,462 at 4% or $84,308 at 6%. |
| 2020 | 1 | 79 | $13,017,088 | $731,891 | $9,264iApproximate average salary by contribution assumption: employee only about $231,611 at 4% or $154,407 at 6%; with 50% employer match about $154,407 at 4% or $102,938 at 6%; with 100% employer match about $115,806 at 4% or $77,204 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 79 | $13,017,088 | $731,891 | $9,264iApproximate average salary by contribution assumption: employee only about $231,611 at 4% or $154,407 at 6%; with 50% employer match about $154,407 at 4% or $102,938 at 6%; with 100% employer match about $115,806 at 4% or $77,204 at 6%. |
| 2019 | 1 | 68 | $10,679,690 | $656,921 | $9,661iApproximate average salary by contribution assumption: employee only about $241,515 at 4% or $161,010 at 6%; with 50% employer match about $161,010 at 4% or $107,340 at 6%; with 100% employer match about $120,758 at 4% or $80,505 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 68 | $10,679,690 | $656,921 | $9,661iApproximate average salary by contribution assumption: employee only about $241,515 at 4% or $161,010 at 6%; with 50% employer match about $161,010 at 4% or $107,340 at 6%; with 100% employer match about $120,758 at 4% or $80,505 at 6%. |
| 2018 | 1 | 60 | $8,239,820 | $571,194 | $9,520iApproximate average salary by contribution assumption: employee only about $237,998 at 4% or $158,665 at 6%; with 50% employer match about $158,665 at 4% or $105,777 at 6%; with 100% employer match about $118,999 at 4% or $79,333 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 60 | $8,239,820 | $571,194 | $9,520iApproximate average salary by contribution assumption: employee only about $237,998 at 4% or $158,665 at 6%; with 50% employer match about $158,665 at 4% or $105,777 at 6%; with 100% employer match about $118,999 at 4% or $79,333 at 6%. |
| 2017 | 1 | 64 | $8,314,458 | $418,132 | $6,533iApproximate average salary by contribution assumption: employee only about $163,333 at 4% or $108,889 at 6%; with 50% employer match about $108,889 at 4% or $72,592 at 6%; with 100% employer match about $81,666 at 4% or $54,444 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 64 | $8,314,458 | $418,132 | $6,533iApproximate average salary by contribution assumption: employee only about $163,333 at 4% or $108,889 at 6%; with 50% employer match about $108,889 at 4% or $72,592 at 6%; with 100% employer match about $81,666 at 4% or $54,444 at 6%. |
| 2016 | 1 | 78 | $6,791,531 | $411,112 | $5,271iApproximate average salary by contribution assumption: employee only about $131,767 at 4% or $87,844 at 6%; with 50% employer match about $87,844 at 4% or $58,563 at 6%; with 100% employer match about $65,883 at 4% or $43,922 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 78 | $6,791,531 | $411,112 | $5,271iApproximate average salary by contribution assumption: employee only about $131,767 at 4% or $87,844 at 6%; with 50% employer match about $87,844 at 4% or $58,563 at 6%; with 100% employer match about $65,883 at 4% or $43,922 at 6%. |
| 2015 | 1 | 76 | $6,740,892 | $353,373 | $4,650iApproximate average salary by contribution assumption: employee only about $116,241 at 4% or $77,494 at 6%; with 50% employer match about $77,494 at 4% or $51,663 at 6%; with 100% employer match about $58,121 at 4% or $38,747 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 76 | $6,740,892 | $353,373 | $4,650iApproximate average salary by contribution assumption: employee only about $116,241 at 4% or $77,494 at 6%; with 50% employer match about $77,494 at 4% or $51,663 at 6%; with 100% employer match about $58,121 at 4% or $38,747 at 6%. |
| 2014 | 1 | 78 | $7,182,080 | $355,036 | $4,552iApproximate average salary by contribution assumption: employee only about $113,794 at 4% or $75,862 at 6%; with 50% employer match about $75,862 at 4% or $50,575 at 6%; with 100% employer match about $56,897 at 4% or $37,931 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 78 | $7,182,080 | $355,036 | $4,552iApproximate average salary by contribution assumption: employee only about $113,794 at 4% or $75,862 at 6%; with 50% employer match about $75,862 at 4% or $50,575 at 6%; with 100% employer match about $56,897 at 4% or $37,931 at 6%. |
| 2013 | 1 | 84 | $9,066,873 | $433,217 | $5,157iApproximate average salary by contribution assumption: employee only about $128,934 at 4% or $85,956 at 6%; with 50% employer match about $85,956 at 4% or $57,304 at 6%; with 100% employer match about $64,467 at 4% or $42,978 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 84 | $9,066,873 | $433,217 | $5,157iApproximate average salary by contribution assumption: employee only about $128,934 at 4% or $85,956 at 6%; with 50% employer match about $85,956 at 4% or $57,304 at 6%; with 100% employer match about $64,467 at 4% or $42,978 at 6%. |
| 2012 | 1 | 73 | $7,543,629 | $479,594 | $6,570iApproximate average salary by contribution assumption: employee only about $164,245 at 4% or $109,496 at 6%; with 50% employer match about $109,496 at 4% or $72,998 at 6%; with 100% employer match about $82,122 at 4% or $54,748 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 73 | $7,543,629 | $479,594 | $6,570iApproximate average salary by contribution assumption: employee only about $164,245 at 4% or $109,496 at 6%; with 50% employer match about $109,496 at 4% or $72,998 at 6%; with 100% employer match about $82,122 at 4% or $54,748 at 6%. |
| 2011 | 1 | 88 | $6,279,657 | $466,093 | $5,297iApproximate average salary by contribution assumption: employee only about $132,413 at 4% or $88,275 at 6%; with 50% employer match about $88,275 at 4% or $58,850 at 6%; with 100% employer match about $66,206 at 4% or $44,138 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 88 | $6,279,657 | $466,093 | $5,297iApproximate average salary by contribution assumption: employee only about $132,413 at 4% or $88,275 at 6%; with 50% employer match about $88,275 at 4% or $58,850 at 6%; with 100% employer match about $66,206 at 4% or $44,138 at 6%. |
| 2010 | 1 | 78 | $6,120,538 | $401,535 | $5,148iApproximate average salary by contribution assumption: employee only about $128,697 at 4% or $85,798 at 6%; with 50% employer match about $85,798 at 4% or $57,199 at 6%; with 100% employer match about $64,349 at 4% or $42,899 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 78 | $6,120,538 | $401,535 | $5,148iApproximate average salary by contribution assumption: employee only about $128,697 at 4% or $85,798 at 6%; with 50% employer match about $85,798 at 4% or $57,199 at 6%; with 100% employer match about $64,349 at 4% or $42,899 at 6%. |
| 2009 | 1 | 81 | $5,235,437 | $439,548 | $5,427iApproximate average salary by contribution assumption: employee only about $135,663 at 4% or $90,442 at 6%; with 50% employer match about $90,442 at 4% or $60,295 at 6%; with 100% employer match about $67,831 at 4% or $45,221 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 81 | $5,235,437 | $439,548 | $5,427iApproximate average salary by contribution assumption: employee only about $135,663 at 4% or $90,442 at 6%; with 50% employer match about $90,442 at 4% or $60,295 at 6%; with 100% employer match about $67,831 at 4% or $45,221 at 6%. |
| 2008 | 1 | 83 | $3,720,567 | $426,347 | $5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 83 | $3,720,567 | $426,347 | $5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| 2007 | 1 | 70 | $5,040,612 | $427,154 | $6,102iApproximate average salary by contribution assumption: employee only about $152,555 at 4% or $101,703 at 6%; with 50% employer match about $101,703 at 4% or $67,802 at 6%; with 100% employer match about $76,278 at 4% or $50,852 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 70 | $5,040,612 | $427,154 | $6,102iApproximate average salary by contribution assumption: employee only about $152,555 at 4% or $101,703 at 6%; with 50% employer match about $101,703 at 4% or $67,802 at 6%; with 100% employer match about $76,278 at 4% or $50,852 at 6%. |
| 2006 | 1 | 55 | $4,246,290 | $393,664 | $7,158iApproximate average salary by contribution assumption: employee only about $178,938 at 4% or $119,292 at 6%; with 50% employer match about $119,292 at 4% or $79,528 at 6%; with 100% employer match about $89,469 at 4% or $59,646 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 55 | $4,246,290 | $393,664 | $7,158iApproximate average salary by contribution assumption: employee only about $178,938 at 4% or $119,292 at 6%; with 50% employer match about $119,292 at 4% or $79,528 at 6%; with 100% employer match about $89,469 at 4% or $59,646 at 6%. |
| 2005 | 1 | 41 | $3,473,720 | $341,200 | $8,322iApproximate average salary by contribution assumption: employee only about $208,049 at 4% or $138,699 at 6%; with 50% employer match about $138,699 at 4% or $92,466 at 6%; with 100% employer match about $104,024 at 4% or $69,350 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 41 | $3,473,720 | $341,200 | $8,322iApproximate average salary by contribution assumption: employee only about $208,049 at 4% or $138,699 at 6%; with 50% employer match about $138,699 at 4% or $92,466 at 6%; with 100% employer match about $104,024 at 4% or $69,350 at 6%. |
| 2004 | 1 | 37 | $2,894,013 | $290,133 | $7,841iApproximate average salary by contribution assumption: employee only about $196,036 at 4% or $130,691 at 6%; with 50% employer match about $130,691 at 4% or $87,127 at 6%; with 100% employer match about $98,018 at 4% or $65,345 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 37 | $2,894,013 | $290,133 | $7,841iApproximate average salary by contribution assumption: employee only about $196,036 at 4% or $130,691 at 6%; with 50% employer match about $130,691 at 4% or $87,127 at 6%; with 100% employer match about $98,018 at 4% or $65,345 at 6%. |
| 2003 | 1 | 42 | $2,414,937 | $258,869 | $6,164iApproximate average salary by contribution assumption: employee only about $154,089 at 4% or $102,726 at 6%; with 50% employer match about $102,726 at 4% or $68,484 at 6%; with 100% employer match about $77,044 at 4% or $51,363 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 42 | $2,414,937 | $258,869 | $6,164iApproximate average salary by contribution assumption: employee only about $154,089 at 4% or $102,726 at 6%; with 50% employer match about $102,726 at 4% or $68,484 at 6%; with 100% employer match about $77,044 at 4% or $51,363 at 6%. |
| 2002 | 1 | 37 | $1,678,798 | $204,411 | $5,525iApproximate average salary by contribution assumption: employee only about $138,116 at 4% or $92,077 at 6%; with 50% employer match about $92,077 at 4% or $61,385 at 6%; with 100% employer match about $69,058 at 4% or $46,039 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 37 | $1,678,798 | $204,411 | $5,525iApproximate average salary by contribution assumption: employee only about $138,116 at 4% or $92,077 at 6%; with 50% employer match about $92,077 at 4% or $61,385 at 6%; with 100% employer match about $69,058 at 4% or $46,039 at 6%. |
| 2001 | 1 | 36 | $0 | $0 | - |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 36 | - | - | - |
| 2000 | 1 | 39 | $1,852,711 | $149,771 | $3,840iApproximate average salary by contribution assumption: employee only about $96,007 at 4% or $64,005 at 6%; with 50% employer match about $64,005 at 4% or $42,670 at 6%; with 100% employer match about $48,004 at 4% or $32,002 at 6%. |
| Taylor, Duane, Barton & Gilman Retirement Plan | - | 39 | $1,852,711 | $149,771 | $3,840iApproximate average salary by contribution assumption: employee only about $96,007 at 4% or $64,005 at 6%; with 50% employer match about $64,005 at 4% or $42,670 at 6%; with 100% employer match about $48,004 at 4% or $32,002 at 6%. |