Civic Intelligence

Taff Davies & Kalwinsky LLC

Plan context: Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust

EIN 22-3220195 • Toms River, NJ • 26 filings • 3 plans

143 Rt 70 Suite 1Toms River, NJ 08755-0936
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,023,384

2024 Contributions

$69,195

Historical Graphs

Total Assets Over Time

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

$4,023,384$2,011,692$0199920132024YearValue
$4,023,384Latest year 2024

Participants Over Time

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

20100199920122024YearValue
12Latest 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
2024112$4,023,384$69,195$5,766iApproximate average salary by contribution assumption: employee only about $144,156 at 4% or $96,104 at 6%; with 50% employer match about $96,104 at 4% or $64,069 at 6%; with 100% employer match about $72,078 at 4% or $48,052 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-12$4,023,384$69,195$5,766iApproximate average salary by contribution assumption: employee only about $144,156 at 4% or $96,104 at 6%; with 50% employer match about $96,104 at 4% or $64,069 at 6%; with 100% employer match about $72,078 at 4% or $48,052 at 6%.
2023111$3,641,369$139,479$12,680iApproximate average salary by contribution assumption: employee only about $316,998 at 4% or $211,332 at 6%; with 50% employer match about $211,332 at 4% or $140,888 at 6%; with 100% employer match about $158,499 at 4% or $105,666 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-11$3,641,369$139,479$12,680iApproximate average salary by contribution assumption: employee only about $316,998 at 4% or $211,332 at 6%; with 50% employer match about $211,332 at 4% or $140,888 at 6%; with 100% employer match about $158,499 at 4% or $105,666 at 6%.
2022113$3,096,095$124,512$9,578iApproximate average salary by contribution assumption: employee only about $239,446 at 4% or $159,631 at 6%; with 50% employer match about $159,631 at 4% or $106,421 at 6%; with 100% employer match about $119,723 at 4% or $79,815 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-13$3,096,095$124,512$9,578iApproximate average salary by contribution assumption: employee only about $239,446 at 4% or $159,631 at 6%; with 50% employer match about $159,631 at 4% or $106,421 at 6%; with 100% employer match about $119,723 at 4% or $79,815 at 6%.
2021114$3,397,147$98,188$7,013iApproximate average salary by contribution assumption: employee only about $175,336 at 4% or $116,890 at 6%; with 50% employer match about $116,890 at 4% or $77,927 at 6%; with 100% employer match about $87,668 at 4% or $58,445 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-14$3,397,147$98,188$7,013iApproximate average salary by contribution assumption: employee only about $175,336 at 4% or $116,890 at 6%; with 50% employer match about $116,890 at 4% or $77,927 at 6%; with 100% employer match about $87,668 at 4% or $58,445 at 6%.
2020113$2,750,000$114,634$8,818iApproximate average salary by contribution assumption: employee only about $220,450 at 4% or $146,967 at 6%; with 50% employer match about $146,967 at 4% or $97,978 at 6%; with 100% employer match about $110,225 at 4% or $73,483 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-13$2,750,000$114,634$8,818iApproximate average salary by contribution assumption: employee only about $220,450 at 4% or $146,967 at 6%; with 50% employer match about $146,967 at 4% or $97,978 at 6%; with 100% employer match about $110,225 at 4% or $73,483 at 6%.
2019113$2,531,496$68,313$5,255iApproximate average salary by contribution assumption: employee only about $131,371 at 4% or $87,581 at 6%; with 50% employer match about $87,581 at 4% or $58,387 at 6%; with 100% employer match about $65,686 at 4% or $43,790 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-13$2,531,496$68,313$5,255iApproximate average salary by contribution assumption: employee only about $131,371 at 4% or $87,581 at 6%; with 50% employer match about $87,581 at 4% or $58,387 at 6%; with 100% employer match about $65,686 at 4% or $43,790 at 6%.
2018115$2,215,669$89,267$5,951iApproximate average salary by contribution assumption: employee only about $148,778 at 4% or $99,186 at 6%; with 50% employer match about $99,186 at 4% or $66,124 at 6%; with 100% employer match about $74,389 at 4% or $49,593 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-15$2,215,669$89,267$5,951iApproximate average salary by contribution assumption: employee only about $148,778 at 4% or $99,186 at 6%; with 50% employer match about $99,186 at 4% or $66,124 at 6%; with 100% employer match about $74,389 at 4% or $49,593 at 6%.
2017113$2,212,945$83,403$6,416iApproximate average salary by contribution assumption: employee only about $160,390 at 4% or $106,927 at 6%; with 50% employer match about $106,927 at 4% or $71,285 at 6%; with 100% employer match about $80,195 at 4% or $53,463 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-13$2,212,945$83,403$6,416iApproximate average salary by contribution assumption: employee only about $160,390 at 4% or $106,927 at 6%; with 50% employer match about $106,927 at 4% or $71,285 at 6%; with 100% employer match about $80,195 at 4% or $53,463 at 6%.
2016115$1,848,435$99,795$6,653iApproximate average salary by contribution assumption: employee only about $166,325 at 4% or $110,883 at 6%; with 50% employer match about $110,883 at 4% or $73,922 at 6%; with 100% employer match about $83,163 at 4% or $55,442 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-15$1,848,435$99,795$6,653iApproximate average salary by contribution assumption: employee only about $166,325 at 4% or $110,883 at 6%; with 50% employer match about $110,883 at 4% or $73,922 at 6%; with 100% employer match about $83,163 at 4% or $55,442 at 6%.
2015115$1,566,038$109,145$7,276iApproximate average salary by contribution assumption: employee only about $181,908 at 4% or $121,272 at 6%; with 50% employer match about $121,272 at 4% or $80,848 at 6%; with 100% employer match about $90,954 at 4% or $60,636 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-15$1,566,038$109,145$7,276iApproximate average salary by contribution assumption: employee only about $181,908 at 4% or $121,272 at 6%; with 50% employer match about $121,272 at 4% or $80,848 at 6%; with 100% employer match about $90,954 at 4% or $60,636 at 6%.
2014114$1,562,788$93,524$6,680iApproximate average salary by contribution assumption: employee only about $167,007 at 4% or $111,338 at 6%; with 50% employer match about $111,338 at 4% or $74,225 at 6%; with 100% employer match about $83,504 at 4% or $55,669 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-14$1,562,788$93,524$6,680iApproximate average salary by contribution assumption: employee only about $167,007 at 4% or $111,338 at 6%; with 50% employer match about $111,338 at 4% or $74,225 at 6%; with 100% employer match about $83,504 at 4% or $55,669 at 6%.
2013114$1,615,457$98,459$7,033iApproximate average salary by contribution assumption: employee only about $175,820 at 4% or $117,213 at 6%; with 50% employer match about $117,213 at 4% or $78,142 at 6%; with 100% employer match about $87,910 at 4% or $58,607 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-14$1,615,457$98,459$7,033iApproximate average salary by contribution assumption: employee only about $175,820 at 4% or $117,213 at 6%; with 50% employer match about $117,213 at 4% or $78,142 at 6%; with 100% employer match about $87,910 at 4% or $58,607 at 6%.
2012114$1,335,846$85,414$6,101iApproximate average salary by contribution assumption: employee only about $152,525 at 4% or $101,683 at 6%; with 50% employer match about $101,683 at 4% or $67,789 at 6%; with 100% employer match about $76,263 at 4% or $50,842 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-14$1,335,846$85,414$6,101iApproximate average salary by contribution assumption: employee only about $152,525 at 4% or $101,683 at 6%; with 50% employer match about $101,683 at 4% or $67,789 at 6%; with 100% employer match about $76,263 at 4% or $50,842 at 6%.
2011115$1,210,274$82,451$5,497iApproximate average salary by contribution assumption: employee only about $137,418 at 4% or $91,612 at 6%; with 50% employer match about $91,612 at 4% or $61,075 at 6%; with 100% employer match about $68,709 at 4% or $45,806 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-15$1,210,274$82,451$5,497iApproximate average salary by contribution assumption: employee only about $137,418 at 4% or $91,612 at 6%; with 50% employer match about $91,612 at 4% or $61,075 at 6%; with 100% employer match about $68,709 at 4% or $45,806 at 6%.
2010117$1,304,099$87,002$5,118iApproximate average salary by contribution assumption: employee only about $127,944 at 4% or $85,296 at 6%; with 50% employer match about $85,296 at 4% or $56,864 at 6%; with 100% employer match about $63,972 at 4% or $42,648 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-17$1,304,099$87,002$5,118iApproximate average salary by contribution assumption: employee only about $127,944 at 4% or $85,296 at 6%; with 50% employer match about $85,296 at 4% or $56,864 at 6%; with 100% employer match about $63,972 at 4% or $42,648 at 6%.
2009117$1,122,679$78,313$4,607iApproximate average salary by contribution assumption: employee only about $115,166 at 4% or $76,777 at 6%; with 50% employer match about $76,777 at 4% or $51,185 at 6%; with 100% employer match about $57,583 at 4% or $38,389 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-17$1,122,679$78,313$4,607iApproximate average salary by contribution assumption: employee only about $115,166 at 4% or $76,777 at 6%; with 50% employer match about $76,777 at 4% or $51,185 at 6%; with 100% employer match about $57,583 at 4% or $38,389 at 6%.
2008115$899,228$103,607$6,907iApproximate average salary by contribution assumption: employee only about $172,678 at 4% or $115,119 at 6%; with 50% employer match about $115,119 at 4% or $76,746 at 6%; with 100% employer match about $86,339 at 4% or $57,559 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-15$899,228$103,607$6,907iApproximate average salary by contribution assumption: employee only about $172,678 at 4% or $115,119 at 6%; with 50% employer match about $115,119 at 4% or $76,746 at 6%; with 100% employer match about $86,339 at 4% or $57,559 at 6%.
2007118$0$0-
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-18---
2006119$1,066,152$140,968$7,419iApproximate average salary by contribution assumption: employee only about $185,484 at 4% or $123,656 at 6%; with 50% employer match about $123,656 at 4% or $82,437 at 6%; with 100% employer match about $92,742 at 4% or $61,828 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-19$1,066,152$140,968$7,419iApproximate average salary by contribution assumption: employee only about $185,484 at 4% or $123,656 at 6%; with 50% employer match about $123,656 at 4% or $82,437 at 6%; with 100% employer match about $92,742 at 4% or $61,828 at 6%.
2005120$833,793$131,854$6,593iApproximate average salary by contribution assumption: employee only about $164,818 at 4% or $109,878 at 6%; with 50% employer match about $109,878 at 4% or $73,252 at 6%; with 100% employer match about $82,409 at 4% or $54,939 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-20$833,793$131,854$6,593iApproximate average salary by contribution assumption: employee only about $164,818 at 4% or $109,878 at 6%; with 50% employer match about $109,878 at 4% or $73,252 at 6%; with 100% employer match about $82,409 at 4% or $54,939 at 6%.
2004118$660,111$118,382$6,577iApproximate average salary by contribution assumption: employee only about $164,419 at 4% or $109,613 at 6%; with 50% employer match about $109,613 at 4% or $73,075 at 6%; with 100% employer match about $82,210 at 4% or $54,806 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-18$660,111$118,382$6,577iApproximate average salary by contribution assumption: employee only about $164,419 at 4% or $109,613 at 6%; with 50% employer match about $109,613 at 4% or $73,075 at 6%; with 100% employer match about $82,210 at 4% or $54,806 at 6%.
2003117$497,714$93,656$5,509iApproximate average salary by contribution assumption: employee only about $137,729 at 4% or $91,820 at 6%; with 50% employer match about $91,820 at 4% or $61,213 at 6%; with 100% employer match about $68,865 at 4% or $45,910 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-17$497,714$93,656$5,509iApproximate average salary by contribution assumption: employee only about $137,729 at 4% or $91,820 at 6%; with 50% employer match about $91,820 at 4% or $61,213 at 6%; with 100% employer match about $68,865 at 4% or $45,910 at 6%.
2002115$318,296$90,220$6,015iApproximate average salary by contribution assumption: employee only about $150,367 at 4% or $100,244 at 6%; with 50% employer match about $100,244 at 4% or $66,830 at 6%; with 100% employer match about $75,183 at 4% or $50,122 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-15$318,296$90,220$6,015iApproximate average salary by contribution assumption: employee only about $150,367 at 4% or $100,244 at 6%; with 50% employer match about $100,244 at 4% or $66,830 at 6%; with 100% employer match about $75,183 at 4% or $50,122 at 6%.
2001111$0$0-
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-11---
2000112$340,629$70,726$5,894iApproximate average salary by contribution assumption: employee only about $147,346 at 4% or $98,231 at 6%; with 50% employer match about $98,231 at 4% or $65,487 at 6%; with 100% employer match about $73,673 at 4% or $49,115 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-12$340,629$70,726$5,894iApproximate average salary by contribution assumption: employee only about $147,346 at 4% or $98,231 at 6%; with 50% employer match about $98,231 at 4% or $65,487 at 6%; with 100% employer match about $73,673 at 4% or $49,115 at 6%.
1999110$331,412$72,837$7,284iApproximate average salary by contribution assumption: employee only about $182,093 at 4% or $121,395 at 6%; with 50% employer match about $121,395 at 4% or $80,930 at 6%; with 100% employer match about $91,046 at 4% or $60,698 at 6%.
Taff Davies & Kalwinsky LLC 401K Profit Sharing Plan & Trust-10$331,412$72,837$7,284iApproximate average salary by contribution assumption: employee only about $182,093 at 4% or $121,395 at 6%; with 50% employer match about $121,395 at 4% or $80,930 at 6%; with 100% employer match about $91,046 at 4% or $60,698 at 6%.