Civic Intelligence

Tai and Associates PLLC

Plan context: Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust

EIN 20-2000782 • Raleigh, NC • 18 filings • 4 plans

6301-b Angus DrivePO Box 90067Raleigh, NC 27617
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,421,735

2024 Contributions

$52,418

Historical Graphs

Total Assets Over Time

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

$1,436,761$718,381$0200820162024YearValue
$1,421,735Latest year 2024

Participants Over Time

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

1790200720162024YearValue
17Latest year 2024

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
2024117$1,421,735$52,418$3,083iApproximate average salary by contribution assumption: employee only about $77,085 at 4% or $51,390 at 6%; with 50% employer match about $51,390 at 4% or $34,260 at 6%; with 100% employer match about $38,543 at 4% or $25,695 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-17$1,421,735$52,418$3,083iApproximate average salary by contribution assumption: employee only about $77,085 at 4% or $51,390 at 6%; with 50% employer match about $51,390 at 4% or $34,260 at 6%; with 100% employer match about $38,543 at 4% or $25,695 at 6%.
2023116$1,372,995$55,552$3,472iApproximate average salary by contribution assumption: employee only about $86,800 at 4% or $57,867 at 6%; with 50% employer match about $57,867 at 4% or $38,578 at 6%; with 100% employer match about $43,400 at 4% or $28,933 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-16$1,372,995$55,552$3,472iApproximate average salary by contribution assumption: employee only about $86,800 at 4% or $57,867 at 6%; with 50% employer match about $57,867 at 4% or $38,578 at 6%; with 100% employer match about $43,400 at 4% or $28,933 at 6%.
2022115$1,132,052$104,038$6,936iApproximate average salary by contribution assumption: employee only about $173,397 at 4% or $115,598 at 6%; with 50% employer match about $115,598 at 4% or $77,065 at 6%; with 100% employer match about $86,698 at 4% or $57,799 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-15$1,132,052$104,038$6,936iApproximate average salary by contribution assumption: employee only about $173,397 at 4% or $115,598 at 6%; with 50% employer match about $115,598 at 4% or $77,065 at 6%; with 100% employer match about $86,698 at 4% or $57,799 at 6%.
2021116$1,436,761$91,798$5,737iApproximate average salary by contribution assumption: employee only about $143,434 at 4% or $95,623 at 6%; with 50% employer match about $95,623 at 4% or $63,749 at 6%; with 100% employer match about $71,717 at 4% or $47,811 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-16$1,436,761$91,798$5,737iApproximate average salary by contribution assumption: employee only about $143,434 at 4% or $95,623 at 6%; with 50% employer match about $95,623 at 4% or $63,749 at 6%; with 100% employer match about $71,717 at 4% or $47,811 at 6%.
2020114$1,178,096$101,363$7,240iApproximate average salary by contribution assumption: employee only about $181,005 at 4% or $120,670 at 6%; with 50% employer match about $120,670 at 4% or $80,447 at 6%; with 100% employer match about $90,503 at 4% or $60,335 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-14$1,178,096$101,363$7,240iApproximate average salary by contribution assumption: employee only about $181,005 at 4% or $120,670 at 6%; with 50% employer match about $120,670 at 4% or $80,447 at 6%; with 100% employer match about $90,503 at 4% or $60,335 at 6%.
2019115$845,009$92,078$6,139iApproximate average salary by contribution assumption: employee only about $153,463 at 4% or $102,309 at 6%; with 50% employer match about $102,309 at 4% or $68,206 at 6%; with 100% employer match about $76,732 at 4% or $51,154 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-15$845,009$92,078$6,139iApproximate average salary by contribution assumption: employee only about $153,463 at 4% or $102,309 at 6%; with 50% employer match about $102,309 at 4% or $68,206 at 6%; with 100% employer match about $76,732 at 4% or $51,154 at 6%.
2018115$579,410$74,953$4,997iApproximate average salary by contribution assumption: employee only about $124,922 at 4% or $83,281 at 6%; with 50% employer match about $83,281 at 4% or $55,521 at 6%; with 100% employer match about $62,461 at 4% or $41,641 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-15$579,410$74,953$4,997iApproximate average salary by contribution assumption: employee only about $124,922 at 4% or $83,281 at 6%; with 50% employer match about $83,281 at 4% or $55,521 at 6%; with 100% employer match about $62,461 at 4% or $41,641 at 6%.
2017115$614,923$65,999$4,400iApproximate average salary by contribution assumption: employee only about $109,998 at 4% or $73,332 at 6%; with 50% employer match about $73,332 at 4% or $48,888 at 6%; with 100% employer match about $54,999 at 4% or $36,666 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-15$614,923$65,999$4,400iApproximate average salary by contribution assumption: employee only about $109,998 at 4% or $73,332 at 6%; with 50% employer match about $73,332 at 4% or $48,888 at 6%; with 100% employer match about $54,999 at 4% or $36,666 at 6%.
2016113$457,407$65,511$5,039iApproximate average salary by contribution assumption: employee only about $125,983 at 4% or $83,988 at 6%; with 50% employer match about $83,988 at 4% or $55,992 at 6%; with 100% employer match about $62,991 at 4% or $41,994 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-13$457,407$65,511$5,039iApproximate average salary by contribution assumption: employee only about $125,983 at 4% or $83,988 at 6%; with 50% employer match about $83,988 at 4% or $55,992 at 6%; with 100% employer match about $62,991 at 4% or $41,994 at 6%.
2015112$364,420$42,649$3,554iApproximate average salary by contribution assumption: employee only about $88,852 at 4% or $59,235 at 6%; with 50% employer match about $59,235 at 4% or $39,490 at 6%; with 100% employer match about $44,426 at 4% or $29,617 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-12$364,420$42,649$3,554iApproximate average salary by contribution assumption: employee only about $88,852 at 4% or $59,235 at 6%; with 50% employer match about $59,235 at 4% or $39,490 at 6%; with 100% employer match about $44,426 at 4% or $29,617 at 6%.
2014112$394,144$49,234$4,103iApproximate average salary by contribution assumption: employee only about $102,571 at 4% or $68,381 at 6%; with 50% employer match about $68,381 at 4% or $45,587 at 6%; with 100% employer match about $51,285 at 4% or $34,190 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-12$394,144$49,234$4,103iApproximate average salary by contribution assumption: employee only about $102,571 at 4% or $68,381 at 6%; with 50% employer match about $68,381 at 4% or $45,587 at 6%; with 100% employer match about $51,285 at 4% or $34,190 at 6%.
2013111$336,601$52,295$4,754iApproximate average salary by contribution assumption: employee only about $118,852 at 4% or $79,235 at 6%; with 50% employer match about $79,235 at 4% or $52,823 at 6%; with 100% employer match about $59,426 at 4% or $39,617 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-11$336,601$52,295$4,754iApproximate average salary by contribution assumption: employee only about $118,852 at 4% or $79,235 at 6%; with 50% employer match about $79,235 at 4% or $52,823 at 6%; with 100% employer match about $59,426 at 4% or $39,617 at 6%.
2012111$243,880$41,432$3,767iApproximate average salary by contribution assumption: employee only about $94,164 at 4% or $62,776 at 6%; with 50% employer match about $62,776 at 4% or $41,851 at 6%; with 100% employer match about $47,082 at 4% or $31,388 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-11$243,880$41,432$3,767iApproximate average salary by contribution assumption: employee only about $94,164 at 4% or $62,776 at 6%; with 50% employer match about $62,776 at 4% or $41,851 at 6%; with 100% employer match about $47,082 at 4% or $31,388 at 6%.
2011113$192,195$39,877$3,067iApproximate average salary by contribution assumption: employee only about $76,687 at 4% or $51,124 at 6%; with 50% employer match about $51,124 at 4% or $34,083 at 6%; with 100% employer match about $38,343 at 4% or $25,562 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-13$192,195$39,877$3,067iApproximate average salary by contribution assumption: employee only about $76,687 at 4% or $51,124 at 6%; with 50% employer match about $51,124 at 4% or $34,083 at 6%; with 100% employer match about $38,343 at 4% or $25,562 at 6%.
2010113$331,086$96,292$7,407iApproximate average salary by contribution assumption: employee only about $185,177 at 4% or $123,451 at 6%; with 50% employer match about $123,451 at 4% or $82,301 at 6%; with 100% employer match about $92,588 at 4% or $61,726 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-13$331,086$96,292$7,407iApproximate average salary by contribution assumption: employee only about $185,177 at 4% or $123,451 at 6%; with 50% employer match about $123,451 at 4% or $82,301 at 6%; with 100% employer match about $92,588 at 4% or $61,726 at 6%.
2009114$205,509$79,611$5,687iApproximate average salary by contribution assumption: employee only about $142,163 at 4% or $94,775 at 6%; with 50% employer match about $94,775 at 4% or $63,183 at 6%; with 100% employer match about $71,081 at 4% or $47,388 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-14$205,509$79,611$5,687iApproximate average salary by contribution assumption: employee only about $142,163 at 4% or $94,775 at 6%; with 50% employer match about $94,775 at 4% or $63,183 at 6%; with 100% employer match about $71,081 at 4% or $47,388 at 6%.
2008112$80,047$62,465$5,205iApproximate average salary by contribution assumption: employee only about $130,135 at 4% or $86,757 at 6%; with 50% employer match about $86,757 at 4% or $57,838 at 6%; with 100% employer match about $65,068 at 4% or $43,378 at 6%.
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-12$80,047$62,465$5,205iApproximate average salary by contribution assumption: employee only about $130,135 at 4% or $86,757 at 6%; with 50% employer match about $86,757 at 4% or $57,838 at 6%; with 100% employer match about $65,068 at 4% or $43,378 at 6%.
2007111$0$0-
Tai and Associates PLLC 401(K) Profit Sharing Plan and Trust-11---