Civic Intelligence

Thomas J. Taylor & Associates Inc.

Plan context: Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan

EIN 04-3622508 • LA Mesa, CA • 18 filings • 2 plans

8189 Center StreetLA Mesa, CA 91942
Current Snapshot

Latest Year

2020

2020 Participants

9

2020 Assets

$233,669

2020 Contributions

$1,000

Historical Graphs

Total Assets Over Time

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

$310,099$155,050$0200220142019YearValue
$233,669Latest year 2019

Participants Over Time

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

25130200220122019YearValue
9Latest year 2019

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
202010$0$0-
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-0---
201919$233,669$1,000$111iApproximate average salary by contribution assumption: employee only about $2,778 at 4% or $1,852 at 6%; with 50% employer match about $1,852 at 4% or $1,235 at 6%; with 100% employer match about $1,389 at 4% or $926 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-9$233,669$1,000$111iApproximate average salary by contribution assumption: employee only about $2,778 at 4% or $1,852 at 6%; with 50% employer match about $1,852 at 4% or $1,235 at 6%; with 100% employer match about $1,389 at 4% or $926 at 6%.
2018114$242,241$3,000$214iApproximate average salary by contribution assumption: employee only about $5,357 at 4% or $3,571 at 6%; with 50% employer match about $3,571 at 4% or $2,381 at 6%; with 100% employer match about $2,679 at 4% or $1,786 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-14$242,241$3,000$214iApproximate average salary by contribution assumption: employee only about $5,357 at 4% or $3,571 at 6%; with 50% employer match about $3,571 at 4% or $2,381 at 6%; with 100% employer match about $2,679 at 4% or $1,786 at 6%.
2017117$282,937$4,000$235iApproximate average salary by contribution assumption: employee only about $5,882 at 4% or $3,922 at 6%; with 50% employer match about $3,922 at 4% or $2,614 at 6%; with 100% employer match about $2,941 at 4% or $1,961 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-17$282,937$4,000$235iApproximate average salary by contribution assumption: employee only about $5,882 at 4% or $3,922 at 6%; with 50% employer match about $3,922 at 4% or $2,614 at 6%; with 100% employer match about $2,941 at 4% or $1,961 at 6%.
2016118$280,378$8,500$472iApproximate average salary by contribution assumption: employee only about $11,806 at 4% or $7,870 at 6%; with 50% employer match about $7,870 at 4% or $5,247 at 6%; with 100% employer match about $5,903 at 4% or $3,935 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-18$280,378$8,500$472iApproximate average salary by contribution assumption: employee only about $11,806 at 4% or $7,870 at 6%; with 50% employer match about $7,870 at 4% or $5,247 at 6%; with 100% employer match about $5,903 at 4% or $3,935 at 6%.
2015120$269,795$8,500$425iApproximate average salary by contribution assumption: employee only about $10,625 at 4% or $7,083 at 6%; with 50% employer match about $7,083 at 4% or $4,722 at 6%; with 100% employer match about $5,313 at 4% or $3,542 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-20$269,795$8,500$425iApproximate average salary by contribution assumption: employee only about $10,625 at 4% or $7,083 at 6%; with 50% employer match about $7,083 at 4% or $4,722 at 6%; with 100% employer match about $5,313 at 4% or $3,542 at 6%.
2014120$260,315$10,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-20$260,315$10,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
2013120$297,148$7,500$375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-20$297,148$7,500$375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%.
2012117$310,099$0-
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-17$310,099--
2011117$310,079$9,213$542iApproximate average salary by contribution assumption: employee only about $13,549 at 4% or $9,032 at 6%; with 50% employer match about $9,032 at 4% or $6,022 at 6%; with 100% employer match about $6,774 at 4% or $4,516 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-17$310,079$9,213$542iApproximate average salary by contribution assumption: employee only about $13,549 at 4% or $9,032 at 6%; with 50% employer match about $9,032 at 4% or $6,022 at 6%; with 100% employer match about $6,774 at 4% or $4,516 at 6%.
2010118$301,863$10,000$556iApproximate average salary by contribution assumption: employee only about $13,889 at 4% or $9,259 at 6%; with 50% employer match about $9,259 at 4% or $6,173 at 6%; with 100% employer match about $6,944 at 4% or $4,630 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-18$301,863$10,000$556iApproximate average salary by contribution assumption: employee only about $13,889 at 4% or $9,259 at 6%; with 50% employer match about $9,259 at 4% or $6,173 at 6%; with 100% employer match about $6,944 at 4% or $4,630 at 6%.
2009122$291,900$12,607$573iApproximate average salary by contribution assumption: employee only about $14,326 at 4% or $9,551 at 6%; with 50% employer match about $9,551 at 4% or $6,367 at 6%; with 100% employer match about $7,163 at 4% or $4,775 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-22$291,900$12,607$573iApproximate average salary by contribution assumption: employee only about $14,326 at 4% or $9,551 at 6%; with 50% employer match about $9,551 at 4% or $6,367 at 6%; with 100% employer match about $7,163 at 4% or $4,775 at 6%.
2006125$0$0-
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-25---
2005120$0$0-
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-20---
2004118$0$0-
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-18---
2003116$0$0-
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-16---
2002216$25,605$9,354$585iApproximate average salary by contribution assumption: employee only about $14,616 at 4% or $9,744 at 6%; with 50% employer match about $9,744 at 4% or $6,496 at 6%; with 100% employer match about $7,308 at 4% or $4,872 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-13$25,605$9,354$720iApproximate average salary by contribution assumption: employee only about $17,988 at 4% or $11,992 at 6%; with 50% employer match about $11,992 at 4% or $7,995 at 6%; with 100% employer match about $8,994 at 4% or $5,996 at 6%.
Thomas J. Taylor & Associates Inc. Employee Stock Ownership Plan-16---