Civic Intelligence

Vista Tax Group LLC

Plan context: Vista Tax Group 401(K) Profit Sharing Plan

EIN 20-2863739 • Florham Park, NJ • 31 filings • 4 plans

120 Columbia Turnpike, Suite 3Florham Park, NJ 07932
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$6,406,094

2024 Contributions

$266,467

Historical Graphs

Total Assets Over Time

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

$6,406,094$3,203,047$0200620162024YearValue
$6,406,094Latest year 2024

Participants Over Time

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

630200620152024YearValue
6Latest 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
202426$6,406,094$266,467$44,411iApproximate average salary by contribution assumption: employee only about $1,110,279 at 4% or $740,186 at 6%; with 50% employer match about $740,186 at 4% or $493,457 at 6%; with 100% employer match about $555,140 at 4% or $370,093 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-6$4,389,812$167,567$27,928iApproximate average salary by contribution assumption: employee only about $698,196 at 4% or $465,464 at 6%; with 50% employer match about $465,464 at 4% or $310,309 at 6%; with 100% employer match about $349,098 at 4% or $232,732 at 6%.
Vista Tax Group LLC Cash Balance Plan-6$2,016,282$98,900$16,483iApproximate average salary by contribution assumption: employee only about $412,083 at 4% or $274,722 at 6%; with 50% employer match about $274,722 at 4% or $183,148 at 6%; with 100% employer match about $206,042 at 4% or $137,361 at 6%.
202326$5,437,083$269,282$44,880iApproximate average salary by contribution assumption: employee only about $1,122,008 at 4% or $748,006 at 6%; with 50% employer match about $748,006 at 4% or $498,670 at 6%; with 100% employer match about $561,004 at 4% or $374,003 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-6$3,618,131$153,282$25,547iApproximate average salary by contribution assumption: employee only about $638,675 at 4% or $425,783 at 6%; with 50% employer match about $425,783 at 4% or $283,856 at 6%; with 100% employer match about $319,338 at 4% or $212,892 at 6%.
Vista Tax Group LLC Cash Balance Plan-5$1,818,952$116,000$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
202225$4,393,656$260,182$52,036iApproximate average salary by contribution assumption: employee only about $1,300,910 at 4% or $867,273 at 6%; with 50% employer match about $867,273 at 4% or $578,182 at 6%; with 100% employer match about $650,455 at 4% or $433,637 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$2,915,750$135,489$27,098iApproximate average salary by contribution assumption: employee only about $677,445 at 4% or $451,630 at 6%; with 50% employer match about $451,630 at 4% or $301,087 at 6%; with 100% employer match about $338,723 at 4% or $225,815 at 6%.
Vista Tax Group LLC Cash Balance Plan-5$1,477,906$124,693$24,939iApproximate average salary by contribution assumption: employee only about $623,465 at 4% or $415,643 at 6%; with 50% employer match about $415,643 at 4% or $277,096 at 6%; with 100% employer match about $311,733 at 4% or $207,822 at 6%.
202125$4,998,565$247,107$49,421iApproximate average salary by contribution assumption: employee only about $1,235,535 at 4% or $823,690 at 6%; with 50% employer match about $823,690 at 4% or $549,127 at 6%; with 100% employer match about $617,768 at 4% or $411,845 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$3,390,281$126,902$25,380iApproximate average salary by contribution assumption: employee only about $634,510 at 4% or $423,007 at 6%; with 50% employer match about $423,007 at 4% or $282,004 at 6%; with 100% employer match about $317,255 at 4% or $211,503 at 6%.
Vista Tax Group LLC Cash Balance Plan-5$1,608,284$120,205$24,041iApproximate average salary by contribution assumption: employee only about $601,025 at 4% or $400,683 at 6%; with 50% employer match about $400,683 at 4% or $267,122 at 6%; with 100% employer match about $300,513 at 4% or $200,342 at 6%.
202025$4,082,689$241,845$48,369iApproximate average salary by contribution assumption: employee only about $1,209,225 at 4% or $806,150 at 6%; with 50% employer match about $806,150 at 4% or $537,433 at 6%; with 100% employer match about $604,613 at 4% or $403,075 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$2,824,266$123,953$24,791iApproximate average salary by contribution assumption: employee only about $619,765 at 4% or $413,177 at 6%; with 50% employer match about $413,177 at 4% or $275,451 at 6%; with 100% employer match about $309,883 at 4% or $206,588 at 6%.
Vista Tax Group LLC Cash Balance Plan-5$1,258,423$117,892$23,578iApproximate average salary by contribution assumption: employee only about $589,460 at 4% or $392,973 at 6%; with 50% employer match about $392,973 at 4% or $261,982 at 6%; with 100% employer match about $294,730 at 4% or $196,487 at 6%.
201925$3,869,253$227,108$45,422iApproximate average salary by contribution assumption: employee only about $1,135,540 at 4% or $757,027 at 6%; with 50% employer match about $757,027 at 4% or $504,684 at 6%; with 100% employer match about $567,770 at 4% or $378,513 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$2,874,665$113,726$22,745iApproximate average salary by contribution assumption: employee only about $568,630 at 4% or $379,087 at 6%; with 50% employer match about $379,087 at 4% or $252,724 at 6%; with 100% employer match about $284,315 at 4% or $189,543 at 6%.
Vista Tax Group LLC Cash Balance Plan-4$994,588$113,382$28,346iApproximate average salary by contribution assumption: employee only about $708,638 at 4% or $472,425 at 6%; with 50% employer match about $472,425 at 4% or $314,950 at 6%; with 100% employer match about $354,319 at 4% or $236,213 at 6%.
201825$2,888,587$269,675$53,935iApproximate average salary by contribution assumption: employee only about $1,348,375 at 4% or $898,917 at 6%; with 50% employer match about $898,917 at 4% or $599,278 at 6%; with 100% employer match about $674,188 at 4% or $449,458 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$2,199,947$159,248$31,850iApproximate average salary by contribution assumption: employee only about $796,240 at 4% or $530,827 at 6%; with 50% employer match about $530,827 at 4% or $353,884 at 6%; with 100% employer match about $398,120 at 4% or $265,413 at 6%.
Vista Tax Group LLC Cash Balance Plan-4$688,640$110,427$27,607iApproximate average salary by contribution assumption: employee only about $690,169 at 4% or $460,113 at 6%; with 50% employer match about $460,113 at 4% or $306,742 at 6%; with 100% employer match about $345,084 at 4% or $230,056 at 6%.
201725$2,845,665$264,389$52,878iApproximate average salary by contribution assumption: employee only about $1,321,945 at 4% or $881,297 at 6%; with 50% employer match about $881,297 at 4% or $587,531 at 6%; with 100% employer match about $660,973 at 4% or $440,648 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$2,229,056$153,367$30,673iApproximate average salary by contribution assumption: employee only about $766,835 at 4% or $511,223 at 6%; with 50% employer match about $511,223 at 4% or $340,816 at 6%; with 100% employer match about $383,418 at 4% or $255,612 at 6%.
Vista Tax Group LLC Cash Balance Plan-4$616,609$111,022$27,756iApproximate average salary by contribution assumption: employee only about $693,888 at 4% or $462,592 at 6%; with 50% employer match about $462,592 at 4% or $308,394 at 6%; with 100% employer match about $346,944 at 4% or $231,296 at 6%.
201624$2,162,505$258,598$64,650iApproximate average salary by contribution assumption: employee only about $1,616,238 at 4% or $1,077,492 at 6%; with 50% employer match about $1,077,492 at 4% or $718,328 at 6%; with 100% employer match about $808,119 at 4% or $538,746 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-4$1,736,426$151,208$37,802iApproximate average salary by contribution assumption: employee only about $945,050 at 4% or $630,033 at 6%; with 50% employer match about $630,033 at 4% or $420,022 at 6%; with 100% employer match about $472,525 at 4% or $315,017 at 6%.
Vista Tax Group LLC Cash Balance Plan-3$426,079$107,390$35,797iApproximate average salary by contribution assumption: employee only about $894,917 at 4% or $596,611 at 6%; with 50% employer match about $596,611 at 4% or $397,741 at 6%; with 100% employer match about $447,458 at 4% or $298,306 at 6%.
201525$1,776,304$240,756$48,151iApproximate average salary by contribution assumption: employee only about $1,203,780 at 4% or $802,520 at 6%; with 50% employer match about $802,520 at 4% or $535,013 at 6%; with 100% employer match about $601,890 at 4% or $401,260 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$1,471,974$136,756$27,351iApproximate average salary by contribution assumption: employee only about $683,780 at 4% or $455,853 at 6%; with 50% employer match about $455,853 at 4% or $303,902 at 6%; with 100% employer match about $341,890 at 4% or $227,927 at 6%.
Vista Tax Group LLC Cash Balance Plan-0$304,330$104,000-
201425$1,561,402$224,044$44,809iApproximate average salary by contribution assumption: employee only about $1,120,220 at 4% or $746,813 at 6%; with 50% employer match about $746,813 at 4% or $497,876 at 6%; with 100% employer match about $560,110 at 4% or $373,407 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$1,352,542$120,044$24,009iApproximate average salary by contribution assumption: employee only about $600,220 at 4% or $400,147 at 6%; with 50% employer match about $400,147 at 4% or $266,764 at 6%; with 100% employer match about $300,110 at 4% or $200,073 at 6%.
Vista Tax Group LLC Cash Balance Plan-2$208,860$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201324$1,294,979$208,214$52,054iApproximate average salary by contribution assumption: employee only about $1,301,338 at 4% or $867,558 at 6%; with 50% employer match about $867,558 at 4% or $578,372 at 6%; with 100% employer match about $650,669 at 4% or $433,779 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-4$1,192,979$106,214$26,554iApproximate average salary by contribution assumption: employee only about $663,838 at 4% or $442,558 at 6%; with 50% employer match about $442,558 at 4% or $295,039 at 6%; with 100% employer match about $331,919 at 4% or $221,279 at 6%.
Vista Tax Group LLC Cash Balance Plan-2$102,000$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201215$936,819$124,412$24,882iApproximate average salary by contribution assumption: employee only about $622,060 at 4% or $414,707 at 6%; with 50% employer match about $414,707 at 4% or $276,471 at 6%; with 100% employer match about $311,030 at 4% or $207,353 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$936,819$124,412$24,882iApproximate average salary by contribution assumption: employee only about $622,060 at 4% or $414,707 at 6%; with 50% employer match about $414,707 at 4% or $276,471 at 6%; with 100% employer match about $311,030 at 4% or $207,353 at 6%.
201115$717,173$120,351$24,070iApproximate average salary by contribution assumption: employee only about $601,755 at 4% or $401,170 at 6%; with 50% employer match about $401,170 at 4% or $267,447 at 6%; with 100% employer match about $300,878 at 4% or $200,585 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$717,173$120,351$24,070iApproximate average salary by contribution assumption: employee only about $601,755 at 4% or $401,170 at 6%; with 50% employer match about $401,170 at 4% or $267,447 at 6%; with 100% employer match about $300,878 at 4% or $200,585 at 6%.
201015$619,815$124,101$24,820iApproximate average salary by contribution assumption: employee only about $620,505 at 4% or $413,670 at 6%; with 50% employer match about $413,670 at 4% or $275,780 at 6%; with 100% employer match about $310,253 at 4% or $206,835 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$619,815$124,101$24,820iApproximate average salary by contribution assumption: employee only about $620,505 at 4% or $413,670 at 6%; with 50% employer match about $413,670 at 4% or $275,780 at 6%; with 100% employer match about $310,253 at 4% or $206,835 at 6%.
200915$443,705$127,790$25,558iApproximate average salary by contribution assumption: employee only about $638,950 at 4% or $425,967 at 6%; with 50% employer match about $425,967 at 4% or $283,978 at 6%; with 100% employer match about $319,475 at 4% or $212,983 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-5$443,705$127,790$25,558iApproximate average salary by contribution assumption: employee only about $638,950 at 4% or $425,967 at 6%; with 50% employer match about $425,967 at 4% or $283,978 at 6%; with 100% employer match about $319,475 at 4% or $212,983 at 6%.
200814$232,917$103,800$25,950iApproximate average salary by contribution assumption: employee only about $648,750 at 4% or $432,500 at 6%; with 50% employer match about $432,500 at 4% or $288,333 at 6%; with 100% employer match about $324,375 at 4% or $216,250 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-4$232,917$103,800$25,950iApproximate average salary by contribution assumption: employee only about $648,750 at 4% or $432,500 at 6%; with 50% employer match about $432,500 at 4% or $288,333 at 6%; with 100% employer match about $324,375 at 4% or $216,250 at 6%.
200712$0$0-
Vista Tax Group 401(K) Profit Sharing Plan-2---
200612$82,579$80,494$40,247iApproximate average salary by contribution assumption: employee only about $1,006,175 at 4% or $670,783 at 6%; with 50% employer match about $670,783 at 4% or $447,189 at 6%; with 100% employer match about $503,088 at 4% or $335,392 at 6%.
Vista Tax Group 401(K) Profit Sharing Plan-2$82,579$80,494$40,247iApproximate average salary by contribution assumption: employee only about $1,006,175 at 4% or $670,783 at 6%; with 50% employer match about $670,783 at 4% or $447,189 at 6%; with 100% employer match about $503,088 at 4% or $335,392 at 6%.