Civic Intelligence

Johnson & Taylor LLC

Plan context: Johnson & Taylor LLC Cash Balance Plan

EIN 27-1045809 • Salem, OR • 7 filings • 2 plans

1193 Liberty Street SESalem, OR 97302
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$862,044

2025 Contributions

$286,817

Historical Graphs

Total Assets Over Time

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

$1,877,078$938,539$0202220242025YearValue
$862,044Latest year 2025

Participants Over Time

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

1890202220242025YearValue
18Latest 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
2025118$862,044$286,817$15,934iApproximate average salary by contribution assumption: employee only about $398,357 at 4% or $265,571 at 6%; with 50% employer match about $265,571 at 4% or $177,048 at 6%; with 100% employer match about $199,178 at 4% or $132,786 at 6%.
Johnson & Taylor LLC Cash Balance Plan-18$862,044$286,817$15,934iApproximate average salary by contribution assumption: employee only about $398,357 at 4% or $265,571 at 6%; with 50% employer match about $265,571 at 4% or $177,048 at 6%; with 100% employer match about $199,178 at 4% or $132,786 at 6%.
2024217$1,877,078$508,647$29,920iApproximate average salary by contribution assumption: employee only about $748,010 at 4% or $498,674 at 6%; with 50% employer match about $498,674 at 4% or $332,449 at 6%; with 100% employer match about $374,005 at 4% or $249,337 at 6%.
Johnson & Taylor LLC 401(K) Plan-17$1,341,749$305,547$17,973iApproximate average salary by contribution assumption: employee only about $449,334 at 4% or $299,556 at 6%; with 50% employer match about $299,556 at 4% or $199,704 at 6%; with 100% employer match about $224,667 at 4% or $149,778 at 6%.
Johnson & Taylor LLC Cash Balance Plan-14$535,329$203,100$14,507iApproximate average salary by contribution assumption: employee only about $362,679 at 4% or $241,786 at 6%; with 50% employer match about $241,786 at 4% or $161,190 at 6%; with 100% employer match about $181,339 at 4% or $120,893 at 6%.
2023218$1,251,625$370,503$20,584iApproximate average salary by contribution assumption: employee only about $514,588 at 4% or $343,058 at 6%; with 50% employer match about $343,058 at 4% or $228,706 at 6%; with 100% employer match about $257,294 at 4% or $171,529 at 6%.
Johnson & Taylor LLC 401(K) Plan-18$929,546$210,003$11,667iApproximate average salary by contribution assumption: employee only about $291,671 at 4% or $194,447 at 6%; with 50% employer match about $194,447 at 4% or $129,631 at 6%; with 100% employer match about $145,835 at 4% or $97,224 at 6%.
Johnson & Taylor LLC Cash Balance Plan-13$322,079$160,500$12,346iApproximate average salary by contribution assumption: employee only about $308,654 at 4% or $205,769 at 6%; with 50% employer match about $205,769 at 4% or $137,179 at 6%; with 100% employer match about $154,327 at 4% or $102,885 at 6%.
2022216$761,671$816,501$51,031iApproximate average salary by contribution assumption: employee only about $1,275,783 at 4% or $850,522 at 6%; with 50% employer match about $850,522 at 4% or $567,015 at 6%; with 100% employer match about $637,891 at 4% or $425,261 at 6%.
Johnson & Taylor LLC 401(K) Plan-16$605,671$660,501$41,281iApproximate average salary by contribution assumption: employee only about $1,032,033 at 4% or $688,022 at 6%; with 50% employer match about $688,022 at 4% or $458,681 at 6%; with 100% employer match about $516,016 at 4% or $344,011 at 6%.
Johnson & Taylor LLC Cash Balance Plan-10$156,000$156,000$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.