Civic Intelligence

Small Business Tax Inc.

Plan context: Small Business Tax Inc. 401K Plan

EIN 20-8771104 • Orange, CA • 15 filings • 2 plans

1403 N. Batavia StSuite 103Orange, CA 92867
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,369,988

2024 Contributions

$136,334

Historical Graphs

Total Assets Over Time

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

$1,369,988$684,994$0201020172024YearValue
$1,369,988Latest year 2024

Participants Over Time

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

840201020172024YearValue
8Latest 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
202418$1,369,988$136,334$17,042iApproximate average salary by contribution assumption: employee only about $426,044 at 4% or $284,029 at 6%; with 50% employer match about $284,029 at 4% or $189,353 at 6%; with 100% employer match about $213,022 at 4% or $142,015 at 6%.
Small Business Tax Inc. 401K Plan-8$1,369,988$136,334$17,042iApproximate average salary by contribution assumption: employee only about $426,044 at 4% or $284,029 at 6%; with 50% employer match about $284,029 at 4% or $189,353 at 6%; with 100% employer match about $213,022 at 4% or $142,015 at 6%.
202318$1,091,935$97,957$12,245iApproximate average salary by contribution assumption: employee only about $306,116 at 4% or $204,077 at 6%; with 50% employer match about $204,077 at 4% or $136,051 at 6%; with 100% employer match about $153,058 at 4% or $102,039 at 6%.
Small Business Tax Inc. 401K Plan-8$1,091,935$97,957$12,245iApproximate average salary by contribution assumption: employee only about $306,116 at 4% or $204,077 at 6%; with 50% employer match about $204,077 at 4% or $136,051 at 6%; with 100% employer match about $153,058 at 4% or $102,039 at 6%.
202216$845,325$44,544$7,424iApproximate average salary by contribution assumption: employee only about $185,600 at 4% or $123,733 at 6%; with 50% employer match about $123,733 at 4% or $82,489 at 6%; with 100% employer match about $92,800 at 4% or $61,867 at 6%.
Small Business Tax Inc. 401K Plan-6$845,325$44,544$7,424iApproximate average salary by contribution assumption: employee only about $185,600 at 4% or $123,733 at 6%; with 50% employer match about $123,733 at 4% or $82,489 at 6%; with 100% employer match about $92,800 at 4% or $61,867 at 6%.
202112$943,544$57,190$28,595iApproximate average salary by contribution assumption: employee only about $714,875 at 4% or $476,583 at 6%; with 50% employer match about $476,583 at 4% or $317,722 at 6%; with 100% employer match about $357,438 at 4% or $238,292 at 6%.
Small Business Tax Inc. 401K Plan-2$943,544$57,190$28,595iApproximate average salary by contribution assumption: employee only about $714,875 at 4% or $476,583 at 6%; with 50% employer match about $476,583 at 4% or $317,722 at 6%; with 100% employer match about $357,438 at 4% or $238,292 at 6%.
202014$905,710$168,006$42,002iApproximate average salary by contribution assumption: employee only about $1,050,038 at 4% or $700,025 at 6%; with 50% employer match about $700,025 at 4% or $466,683 at 6%; with 100% employer match about $525,019 at 4% or $350,013 at 6%.
Small Business Tax Inc. 401K Plan-4$905,710$168,006$42,002iApproximate average salary by contribution assumption: employee only about $1,050,038 at 4% or $700,025 at 6%; with 50% employer match about $700,025 at 4% or $466,683 at 6%; with 100% employer match about $525,019 at 4% or $350,013 at 6%.
201914$756,200$58,641$14,660iApproximate average salary by contribution assumption: employee only about $366,506 at 4% or $244,338 at 6%; with 50% employer match about $244,338 at 4% or $162,892 at 6%; with 100% employer match about $183,253 at 4% or $122,169 at 6%.
Small Business Tax Inc. 401K Plan-4$756,200$58,641$14,660iApproximate average salary by contribution assumption: employee only about $366,506 at 4% or $244,338 at 6%; with 50% employer match about $244,338 at 4% or $162,892 at 6%; with 100% employer match about $183,253 at 4% or $122,169 at 6%.
201813$557,474$40,367$13,456iApproximate average salary by contribution assumption: employee only about $336,392 at 4% or $224,261 at 6%; with 50% employer match about $224,261 at 4% or $149,507 at 6%; with 100% employer match about $168,196 at 4% or $112,131 at 6%.
Small Business Tax Inc. 401K Plan-3$557,474$40,367$13,456iApproximate average salary by contribution assumption: employee only about $336,392 at 4% or $224,261 at 6%; with 50% employer match about $224,261 at 4% or $149,507 at 6%; with 100% employer match about $168,196 at 4% or $112,131 at 6%.
201715$559,789$39,265$7,853iApproximate average salary by contribution assumption: employee only about $196,325 at 4% or $130,883 at 6%; with 50% employer match about $130,883 at 4% or $87,256 at 6%; with 100% employer match about $98,163 at 4% or $65,442 at 6%.
Small Business Tax Inc. 401K Plan-5$559,789$39,265$7,853iApproximate average salary by contribution assumption: employee only about $196,325 at 4% or $130,883 at 6%; with 50% employer match about $130,883 at 4% or $87,256 at 6%; with 100% employer match about $98,163 at 4% or $65,442 at 6%.
201613$429,066$34,591$11,530iApproximate average salary by contribution assumption: employee only about $288,258 at 4% or $192,172 at 6%; with 50% employer match about $192,172 at 4% or $128,115 at 6%; with 100% employer match about $144,129 at 4% or $96,086 at 6%.
Small Business Tax Inc. 401K Plan-3$429,066$34,591$11,530iApproximate average salary by contribution assumption: employee only about $288,258 at 4% or $192,172 at 6%; with 50% employer match about $192,172 at 4% or $128,115 at 6%; with 100% employer match about $144,129 at 4% or $96,086 at 6%.
201514$378,339$41,216$10,304iApproximate average salary by contribution assumption: employee only about $257,600 at 4% or $171,733 at 6%; with 50% employer match about $171,733 at 4% or $114,489 at 6%; with 100% employer match about $128,800 at 4% or $85,867 at 6%.
Small Business Tax Inc. 401K Plan-4$378,339$41,216$10,304iApproximate average salary by contribution assumption: employee only about $257,600 at 4% or $171,733 at 6%; with 50% employer match about $171,733 at 4% or $114,489 at 6%; with 100% employer match about $128,800 at 4% or $85,867 at 6%.
201413$351,746$33,665$11,222iApproximate average salary by contribution assumption: employee only about $280,542 at 4% or $187,028 at 6%; with 50% employer match about $187,028 at 4% or $124,685 at 6%; with 100% employer match about $140,271 at 4% or $93,514 at 6%.
Small Business Tax Inc. 401K Plan-3$351,746$33,665$11,222iApproximate average salary by contribution assumption: employee only about $280,542 at 4% or $187,028 at 6%; with 50% employer match about $187,028 at 4% or $124,685 at 6%; with 100% employer match about $140,271 at 4% or $93,514 at 6%.
201311$289,697$26,568$26,568iApproximate average salary by contribution assumption: employee only about $664,200 at 4% or $442,800 at 6%; with 50% employer match about $442,800 at 4% or $295,200 at 6%; with 100% employer match about $332,100 at 4% or $221,400 at 6%.
Small Business Tax Inc. 401K Plan-1$289,697$26,568$26,568iApproximate average salary by contribution assumption: employee only about $664,200 at 4% or $442,800 at 6%; with 50% employer match about $442,800 at 4% or $295,200 at 6%; with 100% employer match about $332,100 at 4% or $221,400 at 6%.
201212$244,232$20,961$10,481iApproximate average salary by contribution assumption: employee only about $262,013 at 4% or $174,675 at 6%; with 50% employer match about $174,675 at 4% or $116,450 at 6%; with 100% employer match about $131,006 at 4% or $87,338 at 6%.
Small Business Tax Inc. 401K Plan-2$244,232$20,961$10,481iApproximate average salary by contribution assumption: employee only about $262,013 at 4% or $174,675 at 6%; with 50% employer match about $174,675 at 4% or $116,450 at 6%; with 100% employer match about $131,006 at 4% or $87,338 at 6%.
201112$196,919$177,970$88,985iApproximate average salary by contribution assumption: employee only about $2,224,625 at 4% or $1,483,083 at 6%; with 50% employer match about $1,483,083 at 4% or $988,722 at 6%; with 100% employer match about $1,112,313 at 4% or $741,542 at 6%.
Small Business Tax Inc. 401K Plan-2$196,919$177,970$88,985iApproximate average salary by contribution assumption: employee only about $2,224,625 at 4% or $1,483,083 at 6%; with 50% employer match about $1,483,083 at 4% or $988,722 at 6%; with 100% employer match about $1,112,313 at 4% or $741,542 at 6%.
201012$24,958$22,047$11,024iApproximate average salary by contribution assumption: employee only about $275,588 at 4% or $183,725 at 6%; with 50% employer match about $183,725 at 4% or $122,483 at 6%; with 100% employer match about $137,794 at 4% or $91,863 at 6%.
Small Business Tax Inc. 401K Plan-2$24,958$22,047$11,024iApproximate average salary by contribution assumption: employee only about $275,588 at 4% or $183,725 at 6%; with 50% employer match about $183,725 at 4% or $122,483 at 6%; with 100% employer match about $137,794 at 4% or $91,863 at 6%.