Civic Intelligence

Engineered Tax Services Inc.

Plan context: ENGINEERED TAX SERVICES 401(K) PLAN

EIN 20-5936724 • West Palm Beach, FL • 12 filings • 5 plans

303 Evernia Street, #300West Palm Beach, FL 33401
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$7,371,497

2024 Contributions

$913,145

Historical Graphs

Total Assets Over Time

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

$7,371,497$3,685,749$0200820122024YearValue
$7,371,497Latest year 2024

Participants Over Time

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

153770200820122024YearValue
62Latest 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
2024162$7,371,497$913,145$14,728iApproximate average salary by contribution assumption: employee only about $368,204 at 4% or $245,469 at 6%; with 50% employer match about $245,469 at 4% or $163,646 at 6%; with 100% employer match about $184,102 at 4% or $122,735 at 6%.
ENGINEERED TAX SERVICES 401(K) PLAN-62$7,371,497$913,145$14,728iApproximate average salary by contribution assumption: employee only about $368,204 at 4% or $245,469 at 6%; with 50% employer match about $245,469 at 4% or $163,646 at 6%; with 100% employer match about $184,102 at 4% or $122,735 at 6%.
2023282$6,167,743$1,215,704$14,826iApproximate average salary by contribution assumption: employee only about $370,641 at 4% or $247,094 at 6%; with 50% employer match about $247,094 at 4% or $164,730 at 6%; with 100% employer match about $185,321 at 4% or $123,547 at 6%.
ENGINEERED TAX SERVICES 401(K) PLAN-71$6,167,743$1,215,704$17,123iApproximate average salary by contribution assumption: employee only about $428,065 at 4% or $285,377 at 6%; with 50% employer match about $285,377 at 4% or $190,251 at 6%; with 100% employer match about $214,032 at 4% or $142,688 at 6%.
Engineered Tax Services Inc.-82---
20222153$4,378,390$743,866$4,862iApproximate average salary by contribution assumption: employee only about $121,547 at 4% or $81,031 at 6%; with 50% employer match about $81,031 at 4% or $54,021 at 6%; with 100% employer match about $60,773 at 4% or $40,516 at 6%.
ENGINEERED TAX SERVICES 401(K) PLAN-68$4,378,390$743,866$10,939iApproximate average salary by contribution assumption: employee only about $273,480 at 4% or $182,320 at 6%; with 50% employer match about $182,320 at 4% or $121,547 at 6%; with 100% employer match about $136,740 at 4% or $91,160 at 6%.
Engineered Tax Services Inc.-153---
201410$0$3,832-
ENGINEERED TAX SERVICES, INC 401K PROFIT SHARING PLAN & TRUST-0$0$3,832-
201316$238,744$80,270$13,378iApproximate average salary by contribution assumption: employee only about $334,458 at 4% or $222,972 at 6%; with 50% employer match about $222,972 at 4% or $148,648 at 6%; with 100% employer match about $167,229 at 4% or $111,486 at 6%.
ENGINEERED TAX SERVICES, INC 401K PROFIT SHARING PLAN & TRUST-6$238,744$80,270$13,378iApproximate average salary by contribution assumption: employee only about $334,458 at 4% or $222,972 at 6%; with 50% employer match about $222,972 at 4% or $148,648 at 6%; with 100% employer match about $167,229 at 4% or $111,486 at 6%.
201216$125,055$50,709$8,452iApproximate average salary by contribution assumption: employee only about $211,288 at 4% or $140,858 at 6%; with 50% employer match about $140,858 at 4% or $93,906 at 6%; with 100% employer match about $105,644 at 4% or $70,429 at 6%.
ENGINEERED TAX SERVICES, INC 401K PROFIT SHARING PLAN & TRUST-6$125,055$50,709$8,452iApproximate average salary by contribution assumption: employee only about $211,288 at 4% or $140,858 at 6%; with 50% employer match about $140,858 at 4% or $93,906 at 6%; with 100% employer match about $105,644 at 4% or $70,429 at 6%.
201112$63,344$43,899$21,950iApproximate average salary by contribution assumption: employee only about $548,738 at 4% or $365,825 at 6%; with 50% employer match about $365,825 at 4% or $243,883 at 6%; with 100% employer match about $274,369 at 4% or $182,913 at 6%.
ENGINEERED TAX SERVICES, INC 401K PROFIT SHARING PLAN & TRUST-2$63,344$43,899$21,950iApproximate average salary by contribution assumption: employee only about $548,738 at 4% or $365,825 at 6%; with 50% employer match about $365,825 at 4% or $243,883 at 6%; with 100% employer match about $274,369 at 4% or $182,913 at 6%.
201014$68,084$41,363$10,341iApproximate average salary by contribution assumption: employee only about $258,519 at 4% or $172,346 at 6%; with 50% employer match about $172,346 at 4% or $114,897 at 6%; with 100% employer match about $129,259 at 4% or $86,173 at 6%.
ENGINEERED TAX SERVICES, INC 401K PROFIT SHARING PLAN & TRUST-4$68,084$41,363$10,341iApproximate average salary by contribution assumption: employee only about $258,519 at 4% or $172,346 at 6%; with 50% employer match about $172,346 at 4% or $114,897 at 6%; with 100% employer match about $129,259 at 4% or $86,173 at 6%.
200914$22,663$7,230$1,808iApproximate average salary by contribution assumption: employee only about $45,188 at 4% or $30,125 at 6%; with 50% employer match about $30,125 at 4% or $20,083 at 6%; with 100% employer match about $22,594 at 4% or $15,063 at 6%.
ENGINEERED TAX SERVICES, INC. 401(K) PLAN-4$22,663$7,230$1,808iApproximate average salary by contribution assumption: employee only about $45,188 at 4% or $30,125 at 6%; with 50% employer match about $30,125 at 4% or $20,083 at 6%; with 100% employer match about $22,594 at 4% or $15,063 at 6%.
200816$7,869$8,440$1,407iApproximate average salary by contribution assumption: employee only about $35,167 at 4% or $23,444 at 6%; with 50% employer match about $23,444 at 4% or $15,630 at 6%; with 100% employer match about $17,583 at 4% or $11,722 at 6%.
ENGINEERED TAX SERVICES INC 401K PROFIT SHARING PLAN & TRUST-6$7,869$8,440$1,407iApproximate average salary by contribution assumption: employee only about $35,167 at 4% or $23,444 at 6%; with 50% employer match about $23,444 at 4% or $15,630 at 6%; with 100% employer match about $17,583 at 4% or $11,722 at 6%.