Current Snapshot
Latest Year
2008
2008 Participants
3
2008 Assets
$133,752
2008 Contributions
$41,607
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 3 | $133,752 | $0 | - |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 3 | $133,752 | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 4 | - | - | - |
| 2006 | 1 | 4 | $216,489 | $0 | - |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 4 | $216,489 | - | - |
| 2005 | 1 | 4 | $198,210 | $41,607 | $10,402iApproximate average salary by contribution assumption: employee only about $260,044 at 4% or $173,363 at 6%; with 50% employer match about $173,363 at 4% or $115,575 at 6%; with 100% employer match about $130,022 at 4% or $86,681 at 6%. |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 4 | $198,210 | $41,607 | $10,402iApproximate average salary by contribution assumption: employee only about $260,044 at 4% or $173,363 at 6%; with 50% employer match about $173,363 at 4% or $115,575 at 6%; with 100% employer match about $130,022 at 4% or $86,681 at 6%. |
| 2004 | 1 | 4 | $161,198 | $40,829 | $10,207iApproximate average salary by contribution assumption: employee only about $255,181 at 4% or $170,121 at 6%; with 50% employer match about $170,121 at 4% or $113,414 at 6%; with 100% employer match about $127,591 at 4% or $85,060 at 6%. |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 4 | $161,198 | $40,829 | $10,207iApproximate average salary by contribution assumption: employee only about $255,181 at 4% or $170,121 at 6%; with 50% employer match about $170,121 at 4% or $113,414 at 6%; with 100% employer match about $127,591 at 4% or $85,060 at 6%. |
| 2003 | 2 | 4 | $108,635 | $167,292 | $41,823iApproximate average salary by contribution assumption: employee only about $1,045,575 at 4% or $697,050 at 6%; with 50% employer match about $697,050 at 4% or $464,700 at 6%; with 100% employer match about $522,788 at 4% or $348,525 at 6%. |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 4 | $108,635 | - | - |
| Taxwise Giving Defined Benefit Plan | - | 0 | - | $167,292 | - |
| 2002 | 2 | 4 | $858,012 | $28,341 | $7,085iApproximate average salary by contribution assumption: employee only about $177,131 at 4% or $118,088 at 6%; with 50% employer match about $118,088 at 4% or $78,725 at 6%; with 100% employer match about $88,566 at 4% or $59,044 at 6%. |
| Taxwise Giving Defined Benefit Plan | - | 4 | $759,945 | - | - |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 4 | $98,067 | $28,341 | $7,085iApproximate average salary by contribution assumption: employee only about $177,131 at 4% or $118,088 at 6%; with 50% employer match about $118,088 at 4% or $78,725 at 6%; with 100% employer match about $88,566 at 4% or $59,044 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| Taxwise Giving Defined Benefit Plan | - | 4 | - | - | - |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 4 | - | - | - |
| 2000 | 2 | 4 | $36,102 | $36,102 | $9,026iApproximate average salary by contribution assumption: employee only about $225,638 at 4% or $150,425 at 6%; with 50% employer match about $150,425 at 4% or $100,283 at 6%; with 100% employer match about $112,819 at 4% or $75,213 at 6%. |
| TAXWISE GIVING PROFIT SHARING PLAN | - | 4 | $36,102 | $36,102 | $9,026iApproximate average salary by contribution assumption: employee only about $225,638 at 4% or $150,425 at 6%; with 50% employer match about $150,425 at 4% or $100,283 at 6%; with 100% employer match about $112,819 at 4% or $75,213 at 6%. |
| Taxwise Giving Defined Benefit Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $959,688 | $46,891 | $11,723iApproximate average salary by contribution assumption: employee only about $293,069 at 4% or $195,379 at 6%; with 50% employer match about $195,379 at 4% or $130,253 at 6%; with 100% employer match about $146,534 at 4% or $97,690 at 6%. |
| Taxwise Giving Defined Benefit Plan | - | 4 | $959,688 | $46,891 | $11,723iApproximate average salary by contribution assumption: employee only about $293,069 at 4% or $195,379 at 6%; with 50% employer match about $195,379 at 4% or $130,253 at 6%; with 100% employer match about $146,534 at 4% or $97,690 at 6%. |