Civic Intelligence

Taulia

Plan context: Taulia 401(K) Plan & Trust

EIN 27-0346424 • San Francisco, CA • 24 filings • 2 plans

201 Mission St.,Ste 900San Francisco, CA 94105
Current Snapshot

Latest Year

2025

2025 Participants

255

2025 Assets

$25,455,923

2025 Contributions

$4,869,923

Historical Graphs

Total Assets Over Time

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

$25,455,923$12,727,962$0201220182024YearValue
$25,455,923Latest year 2024

Participants Over Time

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

2611310201220192025YearValue
255Latest year 2025

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
20251255$0$0-
Taulia Welfare Benefits Plan-255---
20242261$25,455,923$4,869,923$18,659iApproximate average salary by contribution assumption: employee only about $466,468 at 4% or $310,978 at 6%; with 50% employer match about $310,978 at 4% or $207,319 at 6%; with 100% employer match about $233,234 at 4% or $155,489 at 6%.
Taulia 401(K) Plan & Trust-261$25,455,923$4,869,923$18,659iApproximate average salary by contribution assumption: employee only about $466,468 at 4% or $310,978 at 6%; with 50% employer match about $310,978 at 4% or $207,319 at 6%; with 100% employer match about $233,234 at 4% or $155,489 at 6%.
Taulia Welfare Benefits Plan-258---
20232251$18,162,261$3,809,689$15,178iApproximate average salary by contribution assumption: employee only about $379,451 at 4% or $252,967 at 6%; with 50% employer match about $252,967 at 4% or $168,645 at 6%; with 100% employer match about $189,726 at 4% or $126,484 at 6%.
Taulia 401(K) Plan & Trust-251$18,162,261$3,809,689$15,178iApproximate average salary by contribution assumption: employee only about $379,451 at 4% or $252,967 at 6%; with 50% employer match about $252,967 at 4% or $168,645 at 6%; with 100% employer match about $189,726 at 4% or $126,484 at 6%.
Taulia Welfare Benefits Plan-248---
20222225$12,063,806$3,529,967$15,689iApproximate average salary by contribution assumption: employee only about $392,219 at 4% or $261,479 at 6%; with 50% employer match about $261,479 at 4% or $174,319 at 6%; with 100% employer match about $196,109 at 4% or $130,740 at 6%.
Taulia 401(K) Plan & Trust-225$12,063,806$3,529,967$15,689iApproximate average salary by contribution assumption: employee only about $392,219 at 4% or $261,479 at 6%; with 50% employer match about $261,479 at 4% or $174,319 at 6%; with 100% employer match about $196,109 at 4% or $130,740 at 6%.
Taulia Welfare Benefits Plan-220---
20212185$11,203,981$2,616,182$14,142iApproximate average salary by contribution assumption: employee only about $353,538 at 4% or $235,692 at 6%; with 50% employer match about $235,692 at 4% or $157,128 at 6%; with 100% employer match about $176,769 at 4% or $117,846 at 6%.
Taulia 401(K) Plan & Trust-185$11,203,981$2,616,182$14,142iApproximate average salary by contribution assumption: employee only about $353,538 at 4% or $235,692 at 6%; with 50% employer match about $235,692 at 4% or $157,128 at 6%; with 100% employer match about $176,769 at 4% or $117,846 at 6%.
Taulia Welfare Benefits Plan-183---
20202159$8,056,519$1,450,553$9,123iApproximate average salary by contribution assumption: employee only about $228,074 at 4% or $152,050 at 6%; with 50% employer match about $152,050 at 4% or $101,366 at 6%; with 100% employer match about $114,037 at 4% or $76,025 at 6%.
Taulia 401(K) Plan & Trust-159$8,056,519$1,450,553$9,123iApproximate average salary by contribution assumption: employee only about $228,074 at 4% or $152,050 at 6%; with 50% employer match about $152,050 at 4% or $101,366 at 6%; with 100% employer match about $114,037 at 4% or $76,025 at 6%.
Taulia Welfare Benefits Plan-150---
20192167$6,183,695$1,151,432$6,895iApproximate average salary by contribution assumption: employee only about $172,370 at 4% or $114,913 at 6%; with 50% employer match about $114,913 at 4% or $76,609 at 6%; with 100% employer match about $86,185 at 4% or $57,457 at 6%.
Taulia 401(K) Plan & Trust-167$6,183,695$1,151,432$6,895iApproximate average salary by contribution assumption: employee only about $172,370 at 4% or $114,913 at 6%; with 50% employer match about $114,913 at 4% or $76,609 at 6%; with 100% employer match about $86,185 at 4% or $57,457 at 6%.
Taulia Welfare Benefits Plan-150---
20182135$4,350,590$970,777$7,191iApproximate average salary by contribution assumption: employee only about $179,774 at 4% or $119,849 at 6%; with 50% employer match about $119,849 at 4% or $79,899 at 6%; with 100% employer match about $89,887 at 4% or $59,925 at 6%.
Taulia 401(K) Plan & Trust-131$4,350,590$970,777$7,411iApproximate average salary by contribution assumption: employee only about $185,263 at 4% or $123,509 at 6%; with 50% employer match about $123,509 at 4% or $82,339 at 6%; with 100% employer match about $92,631 at 4% or $61,754 at 6%.
Taulia Welfare Benefits Plan-135---
20172117$3,883,803$1,127,950$9,641iApproximate average salary by contribution assumption: employee only about $241,015 at 4% or $160,677 at 6%; with 50% employer match about $160,677 at 4% or $107,118 at 6%; with 100% employer match about $120,507 at 4% or $80,338 at 6%.
Taulia 401(K) Plan & Trust-116$3,883,803$1,127,950$9,724iApproximate average salary by contribution assumption: employee only about $243,093 at 4% or $162,062 at 6%; with 50% employer match about $162,062 at 4% or $108,041 at 6%; with 100% employer match about $121,546 at 4% or $81,031 at 6%.
Taulia Welfare Benefits Plan-117---
20162180$2,960,776$1,183,764$6,576iApproximate average salary by contribution assumption: employee only about $164,412 at 4% or $109,608 at 6%; with 50% employer match about $109,608 at 4% or $73,072 at 6%; with 100% employer match about $82,206 at 4% or $54,804 at 6%.
Taulia 401(K) Plan & Trust-180$2,960,776$1,183,764$6,576iApproximate average salary by contribution assumption: employee only about $164,412 at 4% or $109,608 at 6%; with 50% employer match about $109,608 at 4% or $73,072 at 6%; with 100% employer match about $82,206 at 4% or $54,804 at 6%.
Taulia Welfare Benefits Plan-179---
20152167$1,907,059$1,035,446$6,200iApproximate average salary by contribution assumption: employee only about $155,007 at 4% or $103,338 at 6%; with 50% employer match about $103,338 at 4% or $68,892 at 6%; with 100% employer match about $77,503 at 4% or $51,669 at 6%.
Taulia 401(K) Plan & Trust-167$1,907,059$1,035,446$6,200iApproximate average salary by contribution assumption: employee only about $155,007 at 4% or $103,338 at 6%; with 50% employer match about $103,338 at 4% or $68,892 at 6%; with 100% employer match about $77,503 at 4% or $51,669 at 6%.
Taulia Welfare Benefits Plan-165---
2014174$1,057,577$630,025$8,514iApproximate average salary by contribution assumption: employee only about $212,846 at 4% or $141,898 at 6%; with 50% employer match about $141,898 at 4% or $94,598 at 6%; with 100% employer match about $106,423 at 4% or $70,949 at 6%.
Taulia 401(K) Plan & Trust-74$1,057,577$630,025$8,514iApproximate average salary by contribution assumption: employee only about $212,846 at 4% or $141,898 at 6%; with 50% employer match about $141,898 at 4% or $94,598 at 6%; with 100% employer match about $106,423 at 4% or $70,949 at 6%.
2013139$427,294$304,871$7,817iApproximate average salary by contribution assumption: employee only about $195,430 at 4% or $130,287 at 6%; with 50% employer match about $130,287 at 4% or $86,858 at 6%; with 100% employer match about $97,715 at 4% or $65,143 at 6%.
Taulia 401(K) Plan & Trust-39$427,294$304,871$7,817iApproximate average salary by contribution assumption: employee only about $195,430 at 4% or $130,287 at 6%; with 50% employer match about $130,287 at 4% or $86,858 at 6%; with 100% employer match about $97,715 at 4% or $65,143 at 6%.
2012120$102,469$98,931$4,947iApproximate average salary by contribution assumption: employee only about $123,664 at 4% or $82,443 at 6%; with 50% employer match about $82,443 at 4% or $54,962 at 6%; with 100% employer match about $61,832 at 4% or $41,221 at 6%.
Taulia 401(K) Plan & Trust-20$102,469$98,931$4,947iApproximate average salary by contribution assumption: employee only about $123,664 at 4% or $82,443 at 6%; with 50% employer match about $82,443 at 4% or $54,962 at 6%; with 100% employer match about $61,832 at 4% or $41,221 at 6%.