Civic Intelligence

Tap Advisors LLC

Plan context: Tap Advisors LLC Profit Sharing Plan

EIN 27-0645708 • New York, NY • 23 filings • 2 plans

505 Park Avenue, 9th FloorNew York, NY 10022
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,346,402

2024 Contributions

$283,707

Historical Graphs

Total Assets Over Time

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

$7,541,135$3,770,568$0201320192024YearValue
$3,346,402Latest year 2024

Participants Over Time

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

1050201320192024YearValue
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$3,346,402$283,707$35,463iApproximate average salary by contribution assumption: employee only about $886,584 at 4% or $591,056 at 6%; with 50% employer match about $591,056 at 4% or $394,038 at 6%; with 100% employer match about $443,292 at 4% or $295,528 at 6%.
Tap Advisors LLC Profit Sharing Plan-8$3,346,402$283,707$35,463iApproximate average salary by contribution assumption: employee only about $886,584 at 4% or $591,056 at 6%; with 50% employer match about $591,056 at 4% or $394,038 at 6%; with 100% employer match about $443,292 at 4% or $295,528 at 6%.
202328$2,013,236$188,578$23,572iApproximate average salary by contribution assumption: employee only about $589,306 at 4% or $392,871 at 6%; with 50% employer match about $392,871 at 4% or $261,914 at 6%; with 100% employer match about $294,653 at 4% or $196,435 at 6%.
Tap Advisors LLC Profit Sharing Plan-8$2,013,236$188,578$23,572iApproximate average salary by contribution assumption: employee only about $589,306 at 4% or $392,871 at 6%; with 50% employer match about $392,871 at 4% or $261,914 at 6%; with 100% employer match about $294,653 at 4% or $196,435 at 6%.
Tap Advisors LLC Cash Balance Plan-0$0$0-
202228$5,001,016$665,027$83,128iApproximate average salary by contribution assumption: employee only about $2,078,209 at 4% or $1,385,473 at 6%; with 50% employer match about $1,385,473 at 4% or $923,649 at 6%; with 100% employer match about $1,039,105 at 4% or $692,736 at 6%.
Tap Advisors LLC Cash Balance Plan-5$3,734,856$390,394$78,079iApproximate average salary by contribution assumption: employee only about $1,951,970 at 4% or $1,301,313 at 6%; with 50% employer match about $1,301,313 at 4% or $867,542 at 6%; with 100% employer match about $975,985 at 4% or $650,657 at 6%.
Tap Advisors LLC Profit Sharing Plan-8$1,266,160$274,633$34,329iApproximate average salary by contribution assumption: employee only about $858,228 at 4% or $572,152 at 6%; with 50% employer match about $572,152 at 4% or $381,435 at 6%; with 100% employer match about $429,114 at 4% or $286,076 at 6%.
202127$7,541,135$713,884$101,983iApproximate average salary by contribution assumption: employee only about $2,549,586 at 4% or $1,699,724 at 6%; with 50% employer match about $1,699,724 at 4% or $1,133,149 at 6%; with 100% employer match about $1,274,793 at 4% or $849,862 at 6%.
Tap Advisors LLC Cash Balance Plan-6$6,088,732$629,000$104,833iApproximate average salary by contribution assumption: employee only about $2,620,833 at 4% or $1,747,222 at 6%; with 50% employer match about $1,747,222 at 4% or $1,164,815 at 6%; with 100% employer match about $1,310,417 at 4% or $873,611 at 6%.
Tap Advisors LLC Profit Sharing Plan-7$1,452,403$84,884$12,126iApproximate average salary by contribution assumption: employee only about $303,157 at 4% or $202,105 at 6%; with 50% employer match about $202,105 at 4% or $134,737 at 6%; with 100% employer match about $151,579 at 4% or $101,052 at 6%.
202028$5,646,695$519,516$64,940iApproximate average salary by contribution assumption: employee only about $1,623,488 at 4% or $1,082,325 at 6%; with 50% employer match about $1,082,325 at 4% or $721,550 at 6%; with 100% employer match about $811,744 at 4% or $541,163 at 6%.
Tap Advisors LLC Cash Balance Plan-6$4,396,834$472,800$78,800iApproximate average salary by contribution assumption: employee only about $1,970,000 at 4% or $1,313,333 at 6%; with 50% employer match about $1,313,333 at 4% or $875,556 at 6%; with 100% employer match about $985,000 at 4% or $656,667 at 6%.
Tap Advisors LLC Profit Sharing Plan-8$1,249,861$46,716$5,840iApproximate average salary by contribution assumption: employee only about $145,988 at 4% or $97,325 at 6%; with 50% employer match about $97,325 at 4% or $64,883 at 6%; with 100% employer match about $72,994 at 4% or $48,663 at 6%.
2019210$4,398,603$348,729$34,873iApproximate average salary by contribution assumption: employee only about $871,823 at 4% or $581,215 at 6%; with 50% employer match about $581,215 at 4% or $387,477 at 6%; with 100% employer match about $435,911 at 4% or $290,608 at 6%.
Tap Advisors LLC Cash Balance Plan-5$3,336,931$120,930$24,186iApproximate average salary by contribution assumption: employee only about $604,650 at 4% or $403,100 at 6%; with 50% employer match about $403,100 at 4% or $268,733 at 6%; with 100% employer match about $302,325 at 4% or $201,550 at 6%.
Tap Advisors LLC Profit Sharing Plan-10$1,061,672$227,799$22,780iApproximate average salary by contribution assumption: employee only about $569,498 at 4% or $379,665 at 6%; with 50% employer match about $379,665 at 4% or $253,110 at 6%; with 100% employer match about $284,749 at 4% or $189,833 at 6%.
201827$3,162,215$760,200$108,600iApproximate average salary by contribution assumption: employee only about $2,715,000 at 4% or $1,810,000 at 6%; with 50% employer match about $1,810,000 at 4% or $1,206,667 at 6%; with 100% employer match about $1,357,500 at 4% or $905,000 at 6%.
Tap Advisors LLC Cash Balance Plan-5$2,472,208$560,000$112,000iApproximate average salary by contribution assumption: employee only about $2,800,000 at 4% or $1,866,667 at 6%; with 50% employer match about $1,866,667 at 4% or $1,244,444 at 6%; with 100% employer match about $1,400,000 at 4% or $933,333 at 6%.
Tap Advisors LLC Profit Sharing Plan-7$690,007$200,200$28,600iApproximate average salary by contribution assumption: employee only about $715,000 at 4% or $476,667 at 6%; with 50% employer match about $476,667 at 4% or $317,778 at 6%; with 100% employer match about $357,500 at 4% or $238,333 at 6%.
201727$2,779,324$426,971$60,996iApproximate average salary by contribution assumption: employee only about $1,524,896 at 4% or $1,016,598 at 6%; with 50% employer match about $1,016,598 at 4% or $677,732 at 6%; with 100% employer match about $762,448 at 4% or $508,299 at 6%.
Tap Advisors LLC Cash Balance Plan-5$2,189,447$376,188$75,238iApproximate average salary by contribution assumption: employee only about $1,880,940 at 4% or $1,253,960 at 6%; with 50% employer match about $1,253,960 at 4% or $835,973 at 6%; with 100% employer match about $940,470 at 4% or $626,980 at 6%.
Tap Advisors LLC Profit Sharing Plan-7$589,877$50,783$7,255iApproximate average salary by contribution assumption: employee only about $181,368 at 4% or $120,912 at 6%; with 50% employer match about $120,912 at 4% or $80,608 at 6%; with 100% employer match about $90,684 at 4% or $60,456 at 6%.
201628$2,000,580$225,131$28,141iApproximate average salary by contribution assumption: employee only about $703,534 at 4% or $469,023 at 6%; with 50% employer match about $469,023 at 4% or $312,682 at 6%; with 100% employer match about $351,767 at 4% or $234,511 at 6%.
Tap Advisors LLC Cash Balance Plan-5$1,543,308$13,137$2,627iApproximate average salary by contribution assumption: employee only about $65,685 at 4% or $43,790 at 6%; with 50% employer match about $43,790 at 4% or $29,193 at 6%; with 100% employer match about $32,843 at 4% or $21,895 at 6%.
Tap Advisors LLC Profit Sharing Plan-8$457,272$211,994$26,499iApproximate average salary by contribution assumption: employee only about $662,481 at 4% or $441,654 at 6%; with 50% employer match about $441,654 at 4% or $294,436 at 6%; with 100% employer match about $331,241 at 4% or $220,827 at 6%.
201526$1,577,363$633,615$105,603iApproximate average salary by contribution assumption: employee only about $2,640,063 at 4% or $1,760,042 at 6%; with 50% employer match about $1,760,042 at 4% or $1,173,361 at 6%; with 100% employer match about $1,320,031 at 4% or $880,021 at 6%.
Tap Advisors LLC Cash Balance Plan-5$1,348,892$480,313$96,063iApproximate average salary by contribution assumption: employee only about $2,401,565 at 4% or $1,601,043 at 6%; with 50% employer match about $1,601,043 at 4% or $1,067,362 at 6%; with 100% employer match about $1,200,783 at 4% or $800,522 at 6%.
Tap Advisors LLC Profit Sharing Plan-6$228,471$153,302$25,550iApproximate average salary by contribution assumption: employee only about $638,758 at 4% or $425,839 at 6%; with 50% employer match about $425,839 at 4% or $283,893 at 6%; with 100% employer match about $319,379 at 4% or $212,919 at 6%.
201425$939,205$461,350$92,270iApproximate average salary by contribution assumption: employee only about $2,306,750 at 4% or $1,537,833 at 6%; with 50% employer match about $1,537,833 at 4% or $1,025,222 at 6%; with 100% employer match about $1,153,375 at 4% or $768,917 at 6%.
Tap Advisors LLC Cash Balance Plan-5$865,397$390,200$78,040iApproximate average salary by contribution assumption: employee only about $1,951,000 at 4% or $1,300,667 at 6%; with 50% employer match about $1,300,667 at 4% or $867,111 at 6%; with 100% employer match about $975,500 at 4% or $650,333 at 6%.
Tap Advisors LLC Profit Sharing Plan-5$73,808$71,150$14,230iApproximate average salary by contribution assumption: employee only about $355,750 at 4% or $237,167 at 6%; with 50% employer match about $237,167 at 4% or $158,111 at 6%; with 100% employer match about $177,875 at 4% or $118,583 at 6%.
201325$458,900$458,900$91,780iApproximate average salary by contribution assumption: employee only about $2,294,500 at 4% or $1,529,667 at 6%; with 50% employer match about $1,529,667 at 4% or $1,019,778 at 6%; with 100% employer match about $1,147,250 at 4% or $764,833 at 6%.
Tap Advisors LLC Cash Balance Plan-5$458,900$458,900$91,780iApproximate average salary by contribution assumption: employee only about $2,294,500 at 4% or $1,529,667 at 6%; with 50% employer match about $1,529,667 at 4% or $1,019,778 at 6%; with 100% employer match about $1,147,250 at 4% or $764,833 at 6%.
Tap Advisors LLC Profit Sharing Plan-0$0--