5500Tax Group Inc.
Plan context: 5500Tax Group Inc. 401(K) Plan
EIN 20-2116576 • Fair Play, SC • 16 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,240,589
2025 Contributions
$84,665
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $1,240,589 | $84,665 | $21,166iApproximate average salary by contribution assumption: employee only about $529,156 at 4% or $352,771 at 6%; with 50% employer match about $352,771 at 4% or $235,181 at 6%; with 100% employer match about $264,578 at 4% or $176,385 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 4 | $1,240,589 | $84,665 | $21,166iApproximate average salary by contribution assumption: employee only about $529,156 at 4% or $352,771 at 6%; with 50% employer match about $352,771 at 4% or $235,181 at 6%; with 100% employer match about $264,578 at 4% or $176,385 at 6%. |
| 2024 | 1 | 5 | $1,070,381 | $83,196 | $16,639iApproximate average salary by contribution assumption: employee only about $415,980 at 4% or $277,320 at 6%; with 50% employer match about $277,320 at 4% or $184,880 at 6%; with 100% employer match about $207,990 at 4% or $138,660 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 5 | $1,070,381 | $83,196 | $16,639iApproximate average salary by contribution assumption: employee only about $415,980 at 4% or $277,320 at 6%; with 50% employer match about $277,320 at 4% or $184,880 at 6%; with 100% employer match about $207,990 at 4% or $138,660 at 6%. |
| 2023 | 1 | 4 | $909,984 | $39,043 | $9,761iApproximate average salary by contribution assumption: employee only about $244,019 at 4% or $162,679 at 6%; with 50% employer match about $162,679 at 4% or $108,453 at 6%; with 100% employer match about $122,009 at 4% or $81,340 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 4 | $909,984 | $39,043 | $9,761iApproximate average salary by contribution assumption: employee only about $244,019 at 4% or $162,679 at 6%; with 50% employer match about $162,679 at 4% or $108,453 at 6%; with 100% employer match about $122,009 at 4% or $81,340 at 6%. |
| 2022 | 1 | 5 | $785,479 | $66,600 | $13,320iApproximate average salary by contribution assumption: employee only about $333,000 at 4% or $222,000 at 6%; with 50% employer match about $222,000 at 4% or $148,000 at 6%; with 100% employer match about $166,500 at 4% or $111,000 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 5 | $785,479 | $66,600 | $13,320iApproximate average salary by contribution assumption: employee only about $333,000 at 4% or $222,000 at 6%; with 50% employer match about $222,000 at 4% or $148,000 at 6%; with 100% employer match about $166,500 at 4% or $111,000 at 6%. |
| 2021 | 1 | 4 | $857,795 | $72,236 | $18,059iApproximate average salary by contribution assumption: employee only about $451,475 at 4% or $300,983 at 6%; with 50% employer match about $300,983 at 4% or $200,656 at 6%; with 100% employer match about $225,738 at 4% or $150,492 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 4 | $857,795 | $72,236 | $18,059iApproximate average salary by contribution assumption: employee only about $451,475 at 4% or $300,983 at 6%; with 50% employer match about $300,983 at 4% or $200,656 at 6%; with 100% employer match about $225,738 at 4% or $150,492 at 6%. |
| 2020 | 1 | 4 | $727,628 | $67,710 | $16,928iApproximate average salary by contribution assumption: employee only about $423,188 at 4% or $282,125 at 6%; with 50% employer match about $282,125 at 4% or $188,083 at 6%; with 100% employer match about $211,594 at 4% or $141,063 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 4 | $727,628 | $67,710 | $16,928iApproximate average salary by contribution assumption: employee only about $423,188 at 4% or $282,125 at 6%; with 50% employer match about $282,125 at 4% or $188,083 at 6%; with 100% employer match about $211,594 at 4% or $141,063 at 6%. |
| 2019 | 1 | 4 | $606,654 | $45,795 | $11,449iApproximate average salary by contribution assumption: employee only about $286,219 at 4% or $190,813 at 6%; with 50% employer match about $190,813 at 4% or $127,208 at 6%; with 100% employer match about $143,109 at 4% or $95,406 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 4 | $606,654 | $45,795 | $11,449iApproximate average salary by contribution assumption: employee only about $286,219 at 4% or $190,813 at 6%; with 50% employer match about $190,813 at 4% or $127,208 at 6%; with 100% employer match about $143,109 at 4% or $95,406 at 6%. |
| 2018 | 1 | 4 | $489,810 | $51,636 | $12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 4 | $489,810 | $51,636 | $12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%. |
| 2017 | 1 | 3 | $469,978 | $47,994 | $15,998iApproximate average salary by contribution assumption: employee only about $399,950 at 4% or $266,633 at 6%; with 50% employer match about $266,633 at 4% or $177,756 at 6%; with 100% employer match about $199,975 at 4% or $133,317 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 3 | $469,978 | $47,994 | $15,998iApproximate average salary by contribution assumption: employee only about $399,950 at 4% or $266,633 at 6%; with 50% employer match about $266,633 at 4% or $177,756 at 6%; with 100% employer match about $199,975 at 4% or $133,317 at 6%. |
| 2016 | 1 | 3 | $386,107 | $172,139 | $57,380iApproximate average salary by contribution assumption: employee only about $1,434,492 at 4% or $956,328 at 6%; with 50% employer match about $956,328 at 4% or $637,552 at 6%; with 100% employer match about $717,246 at 4% or $478,164 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 3 | $386,107 | $172,139 | $57,380iApproximate average salary by contribution assumption: employee only about $1,434,492 at 4% or $956,328 at 6%; with 50% employer match about $956,328 at 4% or $637,552 at 6%; with 100% employer match about $717,246 at 4% or $478,164 at 6%. |
| 2015 | 1 | 2 | $218,938 | $33,574 | $16,787iApproximate average salary by contribution assumption: employee only about $419,675 at 4% or $279,783 at 6%; with 50% employer match about $279,783 at 4% or $186,522 at 6%; with 100% employer match about $209,838 at 4% or $139,892 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 2 | $218,938 | $33,574 | $16,787iApproximate average salary by contribution assumption: employee only about $419,675 at 4% or $279,783 at 6%; with 50% employer match about $279,783 at 4% or $186,522 at 6%; with 100% employer match about $209,838 at 4% or $139,892 at 6%. |
| 2014 | 1 | 2 | $187,551 | $30,615 | $15,308iApproximate average salary by contribution assumption: employee only about $382,688 at 4% or $255,125 at 6%; with 50% employer match about $255,125 at 4% or $170,083 at 6%; with 100% employer match about $191,344 at 4% or $127,563 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 2 | $187,551 | $30,615 | $15,308iApproximate average salary by contribution assumption: employee only about $382,688 at 4% or $255,125 at 6%; with 50% employer match about $255,125 at 4% or $170,083 at 6%; with 100% employer match about $191,344 at 4% or $127,563 at 6%. |
| 2013 | 1 | 2 | $157,306 | $25,047 | $12,524iApproximate average salary by contribution assumption: employee only about $313,088 at 4% or $208,725 at 6%; with 50% employer match about $208,725 at 4% or $139,150 at 6%; with 100% employer match about $156,544 at 4% or $104,363 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 2 | $157,306 | $25,047 | $12,524iApproximate average salary by contribution assumption: employee only about $313,088 at 4% or $208,725 at 6%; with 50% employer match about $208,725 at 4% or $139,150 at 6%; with 100% employer match about $156,544 at 4% or $104,363 at 6%. |
| 2012 | 1 | 2 | $130,149 | $23,600 | $11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 2 | $130,149 | $23,600 | $11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%. |
| 2011 | 1 | 2 | $106,541 | $99,341 | $49,671iApproximate average salary by contribution assumption: employee only about $1,241,763 at 4% or $827,842 at 6%; with 50% employer match about $827,842 at 4% or $551,894 at 6%; with 100% employer match about $620,881 at 4% or $413,921 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 2 | $106,541 | $99,341 | $49,671iApproximate average salary by contribution assumption: employee only about $1,241,763 at 4% or $827,842 at 6%; with 50% employer match about $827,842 at 4% or $551,894 at 6%; with 100% employer match about $620,881 at 4% or $413,921 at 6%. |
| 2010 | 1 | 2 | $8,088 | $8,090 | $4,045iApproximate average salary by contribution assumption: employee only about $101,125 at 4% or $67,417 at 6%; with 50% employer match about $67,417 at 4% or $44,944 at 6%; with 100% employer match about $50,563 at 4% or $33,708 at 6%. |
| 5500Tax Group Inc. 401(K) Plan | - | 2 | $8,088 | $8,090 | $4,045iApproximate average salary by contribution assumption: employee only about $101,125 at 4% or $67,417 at 6%; with 50% employer match about $67,417 at 4% or $44,944 at 6%; with 100% employer match about $50,563 at 4% or $33,708 at 6%. |