Taxpert LLC
Plan context: Taxpert LLC 401 K Profit Sharing Plan Trust
EIN 30-0653571 • Aventura, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$82,857
2015 Contributions
$18,960
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $18,960 | - |
| Taxpert LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $18,960 | - |
| 2014 | 1 | 1 | $82,857 | $18,460 | $18,460iApproximate average salary by contribution assumption: employee only about $461,500 at 4% or $307,667 at 6%; with 50% employer match about $307,667 at 4% or $205,111 at 6%; with 100% employer match about $230,750 at 4% or $153,833 at 6%. |
| Taxpert LLC 401 K Profit Sharing Plan Trust | - | 1 | $82,857 | $18,460 | $18,460iApproximate average salary by contribution assumption: employee only about $461,500 at 4% or $307,667 at 6%; with 50% employer match about $307,667 at 4% or $205,111 at 6%; with 100% employer match about $230,750 at 4% or $153,833 at 6%. |
| 2013 | 1 | 1 | $57,072 | $18,460 | $18,460iApproximate average salary by contribution assumption: employee only about $461,500 at 4% or $307,667 at 6%; with 50% employer match about $307,667 at 4% or $205,111 at 6%; with 100% employer match about $230,750 at 4% or $153,833 at 6%. |
| Taxpert LLC 401 K Profit Sharing Plan Trust | - | 1 | $57,072 | $18,460 | $18,460iApproximate average salary by contribution assumption: employee only about $461,500 at 4% or $307,667 at 6%; with 50% employer match about $307,667 at 4% or $205,111 at 6%; with 100% employer match about $230,750 at 4% or $153,833 at 6%. |
| 2012 | 1 | 1 | $28,573 | $20,340 | $20,340iApproximate average salary by contribution assumption: employee only about $508,500 at 4% or $339,000 at 6%; with 50% employer match about $339,000 at 4% or $226,000 at 6%; with 100% employer match about $254,250 at 4% or $169,500 at 6%. |
| Taxpert LLC 401 K Profit Sharing Plan Trust | - | 1 | $28,573 | $20,340 | $20,340iApproximate average salary by contribution assumption: employee only about $508,500 at 4% or $339,000 at 6%; with 50% employer match about $339,000 at 4% or $226,000 at 6%; with 100% employer match about $254,250 at 4% or $169,500 at 6%. |
| 2011 | 1 | 1 | $6,711 | $6,720 | $6,720iApproximate average salary by contribution assumption: employee only about $168,000 at 4% or $112,000 at 6%; with 50% employer match about $112,000 at 4% or $74,667 at 6%; with 100% employer match about $84,000 at 4% or $56,000 at 6%. |
| Taxpert LLC 401 K Profit Sharing Plan Trust | - | 1 | $6,711 | $6,720 | $6,720iApproximate average salary by contribution assumption: employee only about $168,000 at 4% or $112,000 at 6%; with 50% employer match about $112,000 at 4% or $74,667 at 6%; with 100% employer match about $84,000 at 4% or $56,000 at 6%. |