Civic Intelligence

Taxgroup Partners Inc.

Plan context: Taxgroup Partners Inc. Defined Benefit Pension Plan

EIN 20-3775276 • Agoura Hills, CA • 24 filings • 2 plans

29442 Malibu View CTAgoura Hills, CA 91301
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$6,590,426

2024 Contributions

$101,624

Historical Graphs

Total Assets Over Time

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

$6,590,426$3,295,213$0201320192024YearValue
$6,590,426Latest year 2024

Participants Over Time

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

950201320192024YearValue
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
202429$6,590,426$101,624$11,292iApproximate average salary by contribution assumption: employee only about $282,289 at 4% or $188,193 at 6%; with 50% employer match about $188,193 at 4% or $125,462 at 6%; with 100% employer match about $141,144 at 4% or $94,096 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-2$6,245,651$101,624$50,812iApproximate average salary by contribution assumption: employee only about $1,270,300 at 4% or $846,867 at 6%; with 50% employer match about $846,867 at 4% or $564,578 at 6%; with 100% employer match about $635,150 at 4% or $423,433 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-9$344,775--
202329$5,829,501$237,229$26,359iApproximate average salary by contribution assumption: employee only about $658,969 at 4% or $439,313 at 6%; with 50% employer match about $439,313 at 4% or $292,875 at 6%; with 100% employer match about $329,485 at 4% or $219,656 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-2$5,500,601$237,229$118,615iApproximate average salary by contribution assumption: employee only about $2,965,363 at 4% or $1,976,908 at 6%; with 50% employer match about $1,976,908 at 4% or $1,317,939 at 6%; with 100% employer match about $1,482,681 at 4% or $988,454 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-9$328,900--
202229$4,949,961$550,000$61,111iApproximate average salary by contribution assumption: employee only about $1,527,778 at 4% or $1,018,519 at 6%; with 50% employer match about $1,018,519 at 4% or $679,012 at 6%; with 100% employer match about $763,889 at 4% or $509,259 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-2$4,654,572$550,000$275,000iApproximate average salary by contribution assumption: employee only about $6,875,000 at 4% or $4,583,333 at 6%; with 50% employer match about $4,583,333 at 4% or $3,055,556 at 6%; with 100% employer match about $3,437,500 at 4% or $2,291,667 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-9$295,389--
202129$4,734,981$927,812$103,090iApproximate average salary by contribution assumption: employee only about $2,577,256 at 4% or $1,718,170 at 6%; with 50% employer match about $1,718,170 at 4% or $1,145,447 at 6%; with 100% employer match about $1,288,628 at 4% or $859,085 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-9$4,415,674$899,153$99,906iApproximate average salary by contribution assumption: employee only about $2,497,647 at 4% or $1,665,098 at 6%; with 50% employer match about $1,665,098 at 4% or $1,110,065 at 6%; with 100% employer match about $1,248,824 at 4% or $832,549 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-9$319,307$28,659$3,184iApproximate average salary by contribution assumption: employee only about $79,608 at 4% or $53,072 at 6%; with 50% employer match about $53,072 at 4% or $35,381 at 6%; with 100% employer match about $39,804 at 4% or $26,536 at 6%.
202029$3,582,180$722,078$80,231iApproximate average salary by contribution assumption: employee only about $2,005,772 at 4% or $1,337,181 at 6%; with 50% employer match about $1,337,181 at 4% or $891,454 at 6%; with 100% employer match about $1,002,886 at 4% or $668,591 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-7$3,320,179$695,000$99,286iApproximate average salary by contribution assumption: employee only about $2,482,143 at 4% or $1,654,762 at 6%; with 50% employer match about $1,654,762 at 4% or $1,103,175 at 6%; with 100% employer match about $1,241,071 at 4% or $827,381 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-9$262,001$27,078$3,009iApproximate average salary by contribution assumption: employee only about $75,217 at 4% or $50,144 at 6%; with 50% employer match about $50,144 at 4% or $33,430 at 6%; with 100% employer match about $37,608 at 4% or $25,072 at 6%.
201927$2,544,678$129,833$18,548iApproximate average salary by contribution assumption: employee only about $463,689 at 4% or $309,126 at 6%; with 50% employer match about $309,126 at 4% or $206,084 at 6%; with 100% employer match about $231,845 at 4% or $154,563 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-7$2,327,926$85,000$12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-5$216,752$44,833$8,967iApproximate average salary by contribution assumption: employee only about $224,165 at 4% or $149,443 at 6%; with 50% employer match about $149,443 at 4% or $99,629 at 6%; with 100% employer match about $112,083 at 4% or $74,722 at 6%.
201827$2,165,543$524,967$74,995iApproximate average salary by contribution assumption: employee only about $1,874,882 at 4% or $1,249,921 at 6%; with 50% employer match about $1,249,921 at 4% or $833,281 at 6%; with 100% employer match about $937,441 at 4% or $624,961 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-6$2,015,836$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-7$149,707$24,967$3,567iApproximate average salary by contribution assumption: employee only about $89,168 at 4% or $59,445 at 6%; with 50% employer match about $59,445 at 4% or $39,630 at 6%; with 100% employer match about $44,584 at 4% or $29,723 at 6%.
201725$1,713,119$618,906$123,781iApproximate average salary by contribution assumption: employee only about $3,094,530 at 4% or $2,063,020 at 6%; with 50% employer match about $2,063,020 at 4% or $1,375,347 at 6%; with 100% employer match about $1,547,265 at 4% or $1,031,510 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-5$1,583,423$570,592$114,118iApproximate average salary by contribution assumption: employee only about $2,852,960 at 4% or $1,901,973 at 6%; with 50% employer match about $1,901,973 at 4% or $1,267,982 at 6%; with 100% employer match about $1,426,480 at 4% or $950,987 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-5$129,696$48,314$9,663iApproximate average salary by contribution assumption: employee only about $241,570 at 4% or $161,047 at 6%; with 50% employer match about $161,047 at 4% or $107,364 at 6%; with 100% employer match about $120,785 at 4% or $80,523 at 6%.
201625$1,005,554$236,550$47,310iApproximate average salary by contribution assumption: employee only about $1,182,750 at 4% or $788,500 at 6%; with 50% employer match about $788,500 at 4% or $525,667 at 6%; with 100% employer match about $591,375 at 4% or $394,250 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-5$932,594$206,822$41,364iApproximate average salary by contribution assumption: employee only about $1,034,110 at 4% or $689,407 at 6%; with 50% employer match about $689,407 at 4% or $459,604 at 6%; with 100% employer match about $517,055 at 4% or $344,703 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-5$72,960$29,728$5,946iApproximate average salary by contribution assumption: employee only about $148,640 at 4% or $99,093 at 6%; with 50% employer match about $99,093 at 4% or $66,062 at 6%; with 100% employer match about $74,320 at 4% or $49,547 at 6%.
201525$737,350$311,649$62,330iApproximate average salary by contribution assumption: employee only about $1,558,245 at 4% or $1,038,830 at 6%; with 50% employer match about $1,038,830 at 4% or $692,553 at 6%; with 100% employer match about $779,123 at 4% or $519,415 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-5$696,785$308,851$61,770iApproximate average salary by contribution assumption: employee only about $1,544,255 at 4% or $1,029,503 at 6%; with 50% employer match about $1,029,503 at 4% or $686,336 at 6%; with 100% employer match about $772,128 at 4% or $514,752 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-5$40,565$2,798$560iApproximate average salary by contribution assumption: employee only about $13,990 at 4% or $9,327 at 6%; with 50% employer match about $9,327 at 4% or $6,218 at 6%; with 100% employer match about $6,995 at 4% or $4,663 at 6%.
201425$426,719$191,845$38,369iApproximate average salary by contribution assumption: employee only about $959,225 at 4% or $639,483 at 6%; with 50% employer match about $639,483 at 4% or $426,322 at 6%; with 100% employer match about $479,613 at 4% or $319,742 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-3$388,520$175,455$58,485iApproximate average salary by contribution assumption: employee only about $1,462,125 at 4% or $974,750 at 6%; with 50% employer match about $974,750 at 4% or $649,833 at 6%; with 100% employer match about $731,063 at 4% or $487,375 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-5$38,199$16,390$3,278iApproximate average salary by contribution assumption: employee only about $81,950 at 4% or $54,633 at 6%; with 50% employer match about $54,633 at 4% or $36,422 at 6%; with 100% employer match about $40,975 at 4% or $27,317 at 6%.
201324$234,874$234,874$58,719iApproximate average salary by contribution assumption: employee only about $1,467,963 at 4% or $978,642 at 6%; with 50% employer match about $978,642 at 4% or $652,428 at 6%; with 100% employer match about $733,981 at 4% or $489,321 at 6%.
Taxgroup Partners Inc. Defined Benefit Pension Plan-3$213,065$213,065$71,022iApproximate average salary by contribution assumption: employee only about $1,775,542 at 4% or $1,183,694 at 6%; with 50% employer match about $1,183,694 at 4% or $789,130 at 6%; with 100% employer match about $887,771 at 4% or $591,847 at 6%.
Taxgroup Partners Inc. Profit Sharing Plan-4$21,809$21,809$5,452iApproximate average salary by contribution assumption: employee only about $136,306 at 4% or $90,871 at 6%; with 50% employer match about $90,871 at 4% or $60,581 at 6%; with 100% employer match about $68,153 at 4% or $45,435 at 6%.