Civic Intelligence

Taylor Capital Management LLC

Plan context: WEALTHVIEW CAPITAL, LLC 401(K) PLAN

EIN 20-2216052 • Jackson, MS • 18 filings • 2 plans

4500 I-55 NorthSuite 263Jackson, MS 39211-6150
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$229,562

2024 Contributions

$109,798

Historical Graphs

Total Assets Over Time

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

$956,349$478,175$0200520162024YearValue
$229,562Latest year 2024

Participants Over Time

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

1160200520172024YearValue
9Latest 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
202419$229,562$109,798$12,200iApproximate average salary by contribution assumption: employee only about $304,994 at 4% or $203,330 at 6%; with 50% employer match about $203,330 at 4% or $135,553 at 6%; with 100% employer match about $152,497 at 4% or $101,665 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-9$229,562$109,798$12,200iApproximate average salary by contribution assumption: employee only about $304,994 at 4% or $203,330 at 6%; with 50% employer match about $203,330 at 4% or $135,553 at 6%; with 100% employer match about $152,497 at 4% or $101,665 at 6%.
2023110$630,547$96,642$9,664iApproximate average salary by contribution assumption: employee only about $241,605 at 4% or $161,070 at 6%; with 50% employer match about $161,070 at 4% or $107,380 at 6%; with 100% employer match about $120,803 at 4% or $80,535 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-10$630,547$96,642$9,664iApproximate average salary by contribution assumption: employee only about $241,605 at 4% or $161,070 at 6%; with 50% employer match about $161,070 at 4% or $107,380 at 6%; with 100% employer match about $120,803 at 4% or $80,535 at 6%.
2022111$467,583$109,790$9,981iApproximate average salary by contribution assumption: employee only about $249,523 at 4% or $166,348 at 6%; with 50% employer match about $166,348 at 4% or $110,899 at 6%; with 100% employer match about $124,761 at 4% or $83,174 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-11$467,583$109,790$9,981iApproximate average salary by contribution assumption: employee only about $249,523 at 4% or $166,348 at 6%; with 50% employer match about $166,348 at 4% or $110,899 at 6%; with 100% employer match about $124,761 at 4% or $83,174 at 6%.
202118$956,349$101,066$12,633iApproximate average salary by contribution assumption: employee only about $315,831 at 4% or $210,554 at 6%; with 50% employer match about $210,554 at 4% or $140,369 at 6%; with 100% employer match about $157,916 at 4% or $105,277 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-8$956,349$101,066$12,633iApproximate average salary by contribution assumption: employee only about $315,831 at 4% or $210,554 at 6%; with 50% employer match about $210,554 at 4% or $140,369 at 6%; with 100% employer match about $157,916 at 4% or $105,277 at 6%.
202018$806,936$90,591$11,324iApproximate average salary by contribution assumption: employee only about $283,097 at 4% or $188,731 at 6%; with 50% employer match about $188,731 at 4% or $125,821 at 6%; with 100% employer match about $141,548 at 4% or $94,366 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-8$806,936$90,591$11,324iApproximate average salary by contribution assumption: employee only about $283,097 at 4% or $188,731 at 6%; with 50% employer match about $188,731 at 4% or $125,821 at 6%; with 100% employer match about $141,548 at 4% or $94,366 at 6%.
201918$643,448$84,327$10,541iApproximate average salary by contribution assumption: employee only about $263,522 at 4% or $175,681 at 6%; with 50% employer match about $175,681 at 4% or $117,121 at 6%; with 100% employer match about $131,761 at 4% or $87,841 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-8$643,448$84,327$10,541iApproximate average salary by contribution assumption: employee only about $263,522 at 4% or $175,681 at 6%; with 50% employer match about $175,681 at 4% or $117,121 at 6%; with 100% employer match about $131,761 at 4% or $87,841 at 6%.
201816$487,518$74,741$12,457iApproximate average salary by contribution assumption: employee only about $311,421 at 4% or $207,614 at 6%; with 50% employer match about $207,614 at 4% or $138,409 at 6%; with 100% employer match about $155,710 at 4% or $103,807 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-6$487,518$74,741$12,457iApproximate average salary by contribution assumption: employee only about $311,421 at 4% or $207,614 at 6%; with 50% employer match about $207,614 at 4% or $138,409 at 6%; with 100% employer match about $155,710 at 4% or $103,807 at 6%.
201715$433,580$70,084$14,017iApproximate average salary by contribution assumption: employee only about $350,420 at 4% or $233,613 at 6%; with 50% employer match about $233,613 at 4% or $155,742 at 6%; with 100% employer match about $175,210 at 4% or $116,807 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-5$433,580$70,084$14,017iApproximate average salary by contribution assumption: employee only about $350,420 at 4% or $233,613 at 6%; with 50% employer match about $233,613 at 4% or $155,742 at 6%; with 100% employer match about $175,210 at 4% or $116,807 at 6%.
201615$325,251$67,231$13,446iApproximate average salary by contribution assumption: employee only about $336,155 at 4% or $224,103 at 6%; with 50% employer match about $224,103 at 4% or $149,402 at 6%; with 100% employer match about $168,078 at 4% or $112,052 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-5$325,251$67,231$13,446iApproximate average salary by contribution assumption: employee only about $336,155 at 4% or $224,103 at 6%; with 50% employer match about $224,103 at 4% or $149,402 at 6%; with 100% employer match about $168,078 at 4% or $112,052 at 6%.
201515$274,072$69,288$13,858iApproximate average salary by contribution assumption: employee only about $346,440 at 4% or $230,960 at 6%; with 50% employer match about $230,960 at 4% or $153,973 at 6%; with 100% employer match about $173,220 at 4% or $115,480 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-5$274,072$69,288$13,858iApproximate average salary by contribution assumption: employee only about $346,440 at 4% or $230,960 at 6%; with 50% employer match about $230,960 at 4% or $153,973 at 6%; with 100% employer match about $173,220 at 4% or $115,480 at 6%.
201415$216,967$42,013$8,403iApproximate average salary by contribution assumption: employee only about $210,065 at 4% or $140,043 at 6%; with 50% employer match about $140,043 at 4% or $93,362 at 6%; with 100% employer match about $105,033 at 4% or $70,022 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-5$216,967$42,013$8,403iApproximate average salary by contribution assumption: employee only about $210,065 at 4% or $140,043 at 6%; with 50% employer match about $140,043 at 4% or $93,362 at 6%; with 100% employer match about $105,033 at 4% or $70,022 at 6%.
201315$162,465$37,762$7,552iApproximate average salary by contribution assumption: employee only about $188,810 at 4% or $125,873 at 6%; with 50% employer match about $125,873 at 4% or $83,916 at 6%; with 100% employer match about $94,405 at 4% or $62,937 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-5$162,465$37,762$7,552iApproximate average salary by contribution assumption: employee only about $188,810 at 4% or $125,873 at 6%; with 50% employer match about $125,873 at 4% or $83,916 at 6%; with 100% employer match about $94,405 at 4% or $62,937 at 6%.
201213$102,325$36,465$12,155iApproximate average salary by contribution assumption: employee only about $303,875 at 4% or $202,583 at 6%; with 50% employer match about $202,583 at 4% or $135,056 at 6%; with 100% employer match about $151,938 at 4% or $101,292 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-3$102,325$36,465$12,155iApproximate average salary by contribution assumption: employee only about $303,875 at 4% or $202,583 at 6%; with 50% employer match about $202,583 at 4% or $135,056 at 6%; with 100% employer match about $151,938 at 4% or $101,292 at 6%.
201114$64,273$66,170$16,543iApproximate average salary by contribution assumption: employee only about $413,563 at 4% or $275,708 at 6%; with 50% employer match about $275,708 at 4% or $183,806 at 6%; with 100% employer match about $206,781 at 4% or $137,854 at 6%.
WEALTHVIEW CAPITAL, LLC 401(K) PLAN-4$64,273$66,170$16,543iApproximate average salary by contribution assumption: employee only about $413,563 at 4% or $275,708 at 6%; with 50% employer match about $275,708 at 4% or $183,806 at 6%; with 100% employer match about $206,781 at 4% or $137,854 at 6%.
200810$0$0-
Taylor Capital Management 401K Plan-0---
200710$150,446$84,051-
Taylor Capital Management 401K Plan-0$150,446$84,051-
200613$57,578$42,730$14,243iApproximate average salary by contribution assumption: employee only about $356,083 at 4% or $237,389 at 6%; with 50% employer match about $237,389 at 4% or $158,259 at 6%; with 100% employer match about $178,042 at 4% or $118,694 at 6%.
Taylor Capital Management 401K Plan-3$57,578$42,730$14,243iApproximate average salary by contribution assumption: employee only about $356,083 at 4% or $237,389 at 6%; with 50% employer match about $237,389 at 4% or $158,259 at 6%; with 100% employer match about $178,042 at 4% or $118,694 at 6%.
200513$10,454$10,359$3,453iApproximate average salary by contribution assumption: employee only about $86,325 at 4% or $57,550 at 6%; with 50% employer match about $57,550 at 4% or $38,367 at 6%; with 100% employer match about $43,163 at 4% or $28,775 at 6%.
Taylor Capital Management 401K Plan-3$10,454$10,359$3,453iApproximate average salary by contribution assumption: employee only about $86,325 at 4% or $57,550 at 6%; with 50% employer match about $57,550 at 4% or $38,367 at 6%; with 100% employer match about $43,163 at 4% or $28,775 at 6%.