Civic Intelligence

TAX RESOURCES UNLIMITED LLC

Plan context: TAX RESOURCES UNLIMITED LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-0598028 • North Fort Myers, FL • 13 filings • 2 plans

16860 Wayzata CourtNorth Fort Myers, FL 33062
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$658,754

2025 Contributions

$53,266

Historical Graphs

Total Assets Over Time

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

$658,754$329,377$0201220182025YearValue
$658,754Latest year 2025

Participants Over Time

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

20100201220182025YearValue
9Latest 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
202519$658,754$53,266$5,918iApproximate average salary by contribution assumption: employee only about $147,961 at 4% or $98,641 at 6%; with 50% employer match about $98,641 at 4% or $65,760 at 6%; with 100% employer match about $73,981 at 4% or $49,320 at 6%.
TAX RESOURCES UNLIMITED LLC 401(K) PROFIT SHARING PLAN & TRUST-9$658,754$53,266$5,918iApproximate average salary by contribution assumption: employee only about $147,961 at 4% or $98,641 at 6%; with 50% employer match about $98,641 at 4% or $65,760 at 6%; with 100% employer match about $73,981 at 4% or $49,320 at 6%.
202319$416,099$32,508$3,612iApproximate average salary by contribution assumption: employee only about $90,300 at 4% or $60,200 at 6%; with 50% employer match about $60,200 at 4% or $40,133 at 6%; with 100% employer match about $45,150 at 4% or $30,100 at 6%.
TAX RESOURCES UNLIMITED LLC 401(K) PROFIT SHARING PLAN & TRUST-9$416,099$32,508$3,612iApproximate average salary by contribution assumption: employee only about $90,300 at 4% or $60,200 at 6%; with 50% employer match about $60,200 at 4% or $40,133 at 6%; with 100% employer match about $45,150 at 4% or $30,100 at 6%.
202215$326,721$23,461$4,692iApproximate average salary by contribution assumption: employee only about $117,305 at 4% or $78,203 at 6%; with 50% employer match about $78,203 at 4% or $52,136 at 6%; with 100% employer match about $58,653 at 4% or $39,102 at 6%.
TAX RESOURCES UNLIMITED LLC 401(K) PROFIT SHARING PLAN & TRUST-5$326,721$23,461$4,692iApproximate average salary by contribution assumption: employee only about $117,305 at 4% or $78,203 at 6%; with 50% employer match about $78,203 at 4% or $52,136 at 6%; with 100% employer match about $58,653 at 4% or $39,102 at 6%.
202115$360,191$24,880$4,976iApproximate average salary by contribution assumption: employee only about $124,400 at 4% or $82,933 at 6%; with 50% employer match about $82,933 at 4% or $55,289 at 6%; with 100% employer match about $62,200 at 4% or $41,467 at 6%.
TAX RESOURCES UNLIMITED LLC 401(K) PROFIT SHARING PLAN & TRUST-5$360,191$24,880$4,976iApproximate average salary by contribution assumption: employee only about $124,400 at 4% or $82,933 at 6%; with 50% employer match about $82,933 at 4% or $55,289 at 6%; with 100% employer match about $62,200 at 4% or $41,467 at 6%.
202016$299,651$19,631$3,272iApproximate average salary by contribution assumption: employee only about $81,796 at 4% or $54,531 at 6%; with 50% employer match about $54,531 at 4% or $36,354 at 6%; with 100% employer match about $40,898 at 4% or $27,265 at 6%.
TAX RESOURCES UNLIMITED LLC 401(K) PROFIT SHARING PLAN & TRUST-6$299,651$19,631$3,272iApproximate average salary by contribution assumption: employee only about $81,796 at 4% or $54,531 at 6%; with 50% employer match about $54,531 at 4% or $36,354 at 6%; with 100% employer match about $40,898 at 4% or $27,265 at 6%.
201917$246,510$15,620$2,231iApproximate average salary by contribution assumption: employee only about $55,786 at 4% or $37,190 at 6%; with 50% employer match about $37,190 at 4% or $24,794 at 6%; with 100% employer match about $27,893 at 4% or $18,595 at 6%.
TAX RESOURCES UNLIMITED LLC 401(K) PROFIT SHARING PLAN & TRUST-7$246,510$15,620$2,231iApproximate average salary by contribution assumption: employee only about $55,786 at 4% or $37,190 at 6%; with 50% employer match about $37,190 at 4% or $24,794 at 6%; with 100% employer match about $27,893 at 4% or $18,595 at 6%.
201816$188,993$25,589$4,265iApproximate average salary by contribution assumption: employee only about $106,621 at 4% or $71,081 at 6%; with 50% employer match about $71,081 at 4% or $47,387 at 6%; with 100% employer match about $53,310 at 4% or $35,540 at 6%.
TAX RESOURCES UNLIMITED LLC 401 K PROFIT SHARING PLAN TRUST-6$188,993$25,589$4,265iApproximate average salary by contribution assumption: employee only about $106,621 at 4% or $71,081 at 6%; with 50% employer match about $71,081 at 4% or $47,387 at 6%; with 100% employer match about $53,310 at 4% or $35,540 at 6%.
201716$310,366$29,279$4,880iApproximate average salary by contribution assumption: employee only about $121,996 at 4% or $81,331 at 6%; with 50% employer match about $81,331 at 4% or $54,220 at 6%; with 100% employer match about $60,998 at 4% or $40,665 at 6%.
TAX RESOURCES UNLIMITED LLC 401 K PROFIT SHARING PLAN TRUST-6$310,366$29,279$4,880iApproximate average salary by contribution assumption: employee only about $121,996 at 4% or $81,331 at 6%; with 50% employer match about $81,331 at 4% or $54,220 at 6%; with 100% employer match about $60,998 at 4% or $40,665 at 6%.
201616$235,318$38,500$6,417iApproximate average salary by contribution assumption: employee only about $160,417 at 4% or $106,944 at 6%; with 50% employer match about $106,944 at 4% or $71,296 at 6%; with 100% employer match about $80,208 at 4% or $53,472 at 6%.
TAX RESOURCES UNLIMITED LLC 401 K PROFIT SHARING PLAN TRUST-6$235,318$38,500$6,417iApproximate average salary by contribution assumption: employee only about $160,417 at 4% or $106,944 at 6%; with 50% employer match about $106,944 at 4% or $71,296 at 6%; with 100% employer match about $80,208 at 4% or $53,472 at 6%.
201516$176,186$36,714$6,119iApproximate average salary by contribution assumption: employee only about $152,975 at 4% or $101,983 at 6%; with 50% employer match about $101,983 at 4% or $67,989 at 6%; with 100% employer match about $76,488 at 4% or $50,992 at 6%.
TAX RESOURCES UNLIMITED LLC 401 K PROFIT SHARING PLAN TRUST-6$176,186$36,714$6,119iApproximate average salary by contribution assumption: employee only about $152,975 at 4% or $101,983 at 6%; with 50% employer match about $101,983 at 4% or $67,989 at 6%; with 100% employer match about $76,488 at 4% or $50,992 at 6%.
201419$144,341$87,102$9,678iApproximate average salary by contribution assumption: employee only about $241,950 at 4% or $161,300 at 6%; with 50% employer match about $161,300 at 4% or $107,533 at 6%; with 100% employer match about $120,975 at 4% or $80,650 at 6%.
TAX RESOURCES UNLIMITED LLC 401 K PROFIT SHARING PLAN TRUST-9$144,341$87,102$9,678iApproximate average salary by contribution assumption: employee only about $241,950 at 4% or $161,300 at 6%; with 50% employer match about $161,300 at 4% or $107,533 at 6%; with 100% employer match about $120,975 at 4% or $80,650 at 6%.
2013120$52,887$22,005$1,100iApproximate average salary by contribution assumption: employee only about $27,506 at 4% or $18,338 at 6%; with 50% employer match about $18,338 at 4% or $12,225 at 6%; with 100% employer match about $13,753 at 4% or $9,169 at 6%.
TAX RESOURCES UNLIMITED LLC 401 K PROFIT SHARING PLAN TRUST-20$52,887$22,005$1,100iApproximate average salary by contribution assumption: employee only about $27,506 at 4% or $18,338 at 6%; with 50% employer match about $18,338 at 4% or $12,225 at 6%; with 100% employer match about $13,753 at 4% or $9,169 at 6%.
201212$23,481$22,480$11,240iApproximate average salary by contribution assumption: employee only about $281,000 at 4% or $187,333 at 6%; with 50% employer match about $187,333 at 4% or $124,889 at 6%; with 100% employer match about $140,500 at 4% or $93,667 at 6%.
TAX RESOURCES UNLIMITED LLC 401 K PROFIT SHARING PLAN TRUST-2$23,481$22,480$11,240iApproximate average salary by contribution assumption: employee only about $281,000 at 4% or $187,333 at 6%; with 50% employer match about $187,333 at 4% or $124,889 at 6%; with 100% employer match about $140,500 at 4% or $93,667 at 6%.