Civic Intelligence

David Taussig & Associates

Plan context: David Taussig & Associates 401K/ Profit Sharing Plan and Trust

EIN 33-0171945 • Irvine, CA • 26 filings • 5 plans

18201 Von Karman Suite 220Irvine, CA 92612
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$5,094,567

2024 Contributions

$332,739

Historical Graphs

Total Assets Over Time

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

$5,094,567$2,547,284$0199920132024YearValue
$5,094,567Latest year 2024

Participants Over Time

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

58290199920122024YearValue
32Latest 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
2024132$5,094,567$332,739$10,398iApproximate average salary by contribution assumption: employee only about $259,952 at 4% or $173,302 at 6%; with 50% employer match about $173,302 at 4% or $115,534 at 6%; with 100% employer match about $129,976 at 4% or $86,651 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-32$5,094,567$332,739$10,398iApproximate average salary by contribution assumption: employee only about $259,952 at 4% or $173,302 at 6%; with 50% employer match about $173,302 at 4% or $115,534 at 6%; with 100% employer match about $129,976 at 4% or $86,651 at 6%.
2023135$4,217,427$238,389$6,811iApproximate average salary by contribution assumption: employee only about $170,278 at 4% or $113,519 at 6%; with 50% employer match about $113,519 at 4% or $75,679 at 6%; with 100% employer match about $85,139 at 4% or $56,759 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-35$4,217,427$238,389$6,811iApproximate average salary by contribution assumption: employee only about $170,278 at 4% or $113,519 at 6%; with 50% employer match about $113,519 at 4% or $75,679 at 6%; with 100% employer match about $85,139 at 4% or $56,759 at 6%.
2022132$3,509,111$165,103$5,159iApproximate average salary by contribution assumption: employee only about $128,987 at 4% or $85,991 at 6%; with 50% employer match about $85,991 at 4% or $57,327 at 6%; with 100% employer match about $64,493 at 4% or $42,996 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-32$3,509,111$165,103$5,159iApproximate average salary by contribution assumption: employee only about $128,987 at 4% or $85,991 at 6%; with 50% employer match about $85,991 at 4% or $57,327 at 6%; with 100% employer match about $64,493 at 4% or $42,996 at 6%.
2021126$3,796,888$147,686$5,680iApproximate average salary by contribution assumption: employee only about $142,006 at 4% or $94,671 at 6%; with 50% employer match about $94,671 at 4% or $63,114 at 6%; with 100% employer match about $71,003 at 4% or $47,335 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-26$3,796,888$147,686$5,680iApproximate average salary by contribution assumption: employee only about $142,006 at 4% or $94,671 at 6%; with 50% employer match about $94,671 at 4% or $63,114 at 6%; with 100% employer match about $71,003 at 4% or $47,335 at 6%.
2020133$3,132,119$118,787$3,600iApproximate average salary by contribution assumption: employee only about $89,990 at 4% or $59,993 at 6%; with 50% employer match about $59,993 at 4% or $39,996 at 6%; with 100% employer match about $44,995 at 4% or $29,997 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-33$3,132,119$118,787$3,600iApproximate average salary by contribution assumption: employee only about $89,990 at 4% or $59,993 at 6%; with 50% employer match about $59,993 at 4% or $39,996 at 6%; with 100% employer match about $44,995 at 4% or $29,997 at 6%.
2019132$2,945,138$121,884$3,809iApproximate average salary by contribution assumption: employee only about $95,222 at 4% or $63,481 at 6%; with 50% employer match about $63,481 at 4% or $42,321 at 6%; with 100% employer match about $47,611 at 4% or $31,741 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-32$2,945,138$121,884$3,809iApproximate average salary by contribution assumption: employee only about $95,222 at 4% or $63,481 at 6%; with 50% employer match about $63,481 at 4% or $42,321 at 6%; with 100% employer match about $47,611 at 4% or $31,741 at 6%.
2018134$2,385,813$82,943$2,440iApproximate average salary by contribution assumption: employee only about $60,988 at 4% or $40,658 at 6%; with 50% employer match about $40,658 at 4% or $27,106 at 6%; with 100% employer match about $30,494 at 4% or $20,329 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-34$2,385,813$82,943$2,440iApproximate average salary by contribution assumption: employee only about $60,988 at 4% or $40,658 at 6%; with 50% employer match about $40,658 at 4% or $27,106 at 6%; with 100% employer match about $30,494 at 4% or $20,329 at 6%.
2017128$2,862,695$76,514$2,733iApproximate average salary by contribution assumption: employee only about $68,316 at 4% or $45,544 at 6%; with 50% employer match about $45,544 at 4% or $30,363 at 6%; with 100% employer match about $34,158 at 4% or $22,772 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-28$2,862,695$76,514$2,733iApproximate average salary by contribution assumption: employee only about $68,316 at 4% or $45,544 at 6%; with 50% employer match about $45,544 at 4% or $30,363 at 6%; with 100% employer match about $34,158 at 4% or $22,772 at 6%.
2016128$2,581,473$79,423$2,837iApproximate average salary by contribution assumption: employee only about $70,913 at 4% or $47,276 at 6%; with 50% employer match about $47,276 at 4% or $31,517 at 6%; with 100% employer match about $35,457 at 4% or $23,638 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-28$2,581,473$79,423$2,837iApproximate average salary by contribution assumption: employee only about $70,913 at 4% or $47,276 at 6%; with 50% employer match about $47,276 at 4% or $31,517 at 6%; with 100% employer match about $35,457 at 4% or $23,638 at 6%.
2015128$2,165,068$69,364$2,477iApproximate average salary by contribution assumption: employee only about $61,932 at 4% or $41,288 at 6%; with 50% employer match about $41,288 at 4% or $27,525 at 6%; with 100% employer match about $30,966 at 4% or $20,644 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-28$2,165,068$69,364$2,477iApproximate average salary by contribution assumption: employee only about $61,932 at 4% or $41,288 at 6%; with 50% employer match about $41,288 at 4% or $27,525 at 6%; with 100% employer match about $30,966 at 4% or $20,644 at 6%.
2014129$2,522,847$59,983$2,068iApproximate average salary by contribution assumption: employee only about $51,709 at 4% or $34,473 at 6%; with 50% employer match about $34,473 at 4% or $22,982 at 6%; with 100% employer match about $25,855 at 4% or $17,236 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-29$2,522,847$59,983$2,068iApproximate average salary by contribution assumption: employee only about $51,709 at 4% or $34,473 at 6%; with 50% employer match about $34,473 at 4% or $22,982 at 6%; with 100% employer match about $25,855 at 4% or $17,236 at 6%.
2013131$2,564,776$75,340$2,430iApproximate average salary by contribution assumption: employee only about $60,758 at 4% or $40,505 at 6%; with 50% employer match about $40,505 at 4% or $27,004 at 6%; with 100% employer match about $30,379 at 4% or $20,253 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-31$2,564,776$75,340$2,430iApproximate average salary by contribution assumption: employee only about $60,758 at 4% or $40,505 at 6%; with 50% employer match about $40,505 at 4% or $27,004 at 6%; with 100% employer match about $30,379 at 4% or $20,253 at 6%.
2012136$2,129,839$65,942$1,832iApproximate average salary by contribution assumption: employee only about $45,793 at 4% or $30,529 at 6%; with 50% employer match about $30,529 at 4% or $20,352 at 6%; with 100% employer match about $22,897 at 4% or $15,264 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-36$2,129,839$65,942$1,832iApproximate average salary by contribution assumption: employee only about $45,793 at 4% or $30,529 at 6%; with 50% employer match about $30,529 at 4% or $20,352 at 6%; with 100% employer match about $22,897 at 4% or $15,264 at 6%.
2011145$1,909,513$78,327$1,741iApproximate average salary by contribution assumption: employee only about $43,515 at 4% or $29,010 at 6%; with 50% employer match about $29,010 at 4% or $19,340 at 6%; with 100% employer match about $21,758 at 4% or $14,505 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-45$1,909,513$78,327$1,741iApproximate average salary by contribution assumption: employee only about $43,515 at 4% or $29,010 at 6%; with 50% employer match about $29,010 at 4% or $19,340 at 6%; with 100% employer match about $21,758 at 4% or $14,505 at 6%.
2010150$1,960,787$60,479$1,210iApproximate average salary by contribution assumption: employee only about $30,239 at 4% or $20,160 at 6%; with 50% employer match about $20,160 at 4% or $13,440 at 6%; with 100% employer match about $15,120 at 4% or $10,080 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-50$1,960,787$60,479$1,210iApproximate average salary by contribution assumption: employee only about $30,239 at 4% or $20,160 at 6%; with 50% employer match about $20,160 at 4% or $13,440 at 6%; with 100% employer match about $15,120 at 4% or $10,080 at 6%.
2009157$1,851,598$91,752$1,610iApproximate average salary by contribution assumption: employee only about $40,242 at 4% or $26,828 at 6%; with 50% employer match about $26,828 at 4% or $17,885 at 6%; with 100% employer match about $20,121 at 4% or $13,414 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-57$1,851,598$91,752$1,610iApproximate average salary by contribution assumption: employee only about $40,242 at 4% or $26,828 at 6%; with 50% employer match about $26,828 at 4% or $17,885 at 6%; with 100% employer match about $20,121 at 4% or $13,414 at 6%.
2008140$1,542,530$174,669$4,367iApproximate average salary by contribution assumption: employee only about $109,168 at 4% or $72,779 at 6%; with 50% employer match about $72,779 at 4% or $48,519 at 6%; with 100% employer match about $54,584 at 4% or $36,389 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-40$1,542,530$174,669$4,367iApproximate average salary by contribution assumption: employee only about $109,168 at 4% or $72,779 at 6%; with 50% employer match about $72,779 at 4% or $48,519 at 6%; with 100% employer match about $54,584 at 4% or $36,389 at 6%.
2007130$0$0-
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-30---
2006158$2,485,740$311,091$5,364iApproximate average salary by contribution assumption: employee only about $134,091 at 4% or $89,394 at 6%; with 50% employer match about $89,394 at 4% or $59,596 at 6%; with 100% employer match about $67,045 at 4% or $44,697 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-58$2,485,740$311,091$5,364iApproximate average salary by contribution assumption: employee only about $134,091 at 4% or $89,394 at 6%; with 50% employer match about $89,394 at 4% or $59,596 at 6%; with 100% employer match about $67,045 at 4% or $44,697 at 6%.
2005133$1,948,687$258,618$7,837iApproximate average salary by contribution assumption: employee only about $195,923 at 4% or $130,615 at 6%; with 50% employer match about $130,615 at 4% or $87,077 at 6%; with 100% employer match about $97,961 at 4% or $65,308 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-33$1,948,687$258,618$7,837iApproximate average salary by contribution assumption: employee only about $195,923 at 4% or $130,615 at 6%; with 50% employer match about $130,615 at 4% or $87,077 at 6%; with 100% employer match about $97,961 at 4% or $65,308 at 6%.
2004129$1,638,846$222,891$7,686iApproximate average salary by contribution assumption: employee only about $192,147 at 4% or $128,098 at 6%; with 50% employer match about $128,098 at 4% or $85,399 at 6%; with 100% employer match about $96,074 at 4% or $64,049 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-29$1,638,846$222,891$7,686iApproximate average salary by contribution assumption: employee only about $192,147 at 4% or $128,098 at 6%; with 50% employer match about $128,098 at 4% or $85,399 at 6%; with 100% employer match about $96,074 at 4% or $64,049 at 6%.
2003119$1,510,628$201,223$10,591iApproximate average salary by contribution assumption: employee only about $264,767 at 4% or $176,511 at 6%; with 50% employer match about $176,511 at 4% or $117,674 at 6%; with 100% employer match about $132,384 at 4% or $88,256 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-19$1,510,628$201,223$10,591iApproximate average salary by contribution assumption: employee only about $264,767 at 4% or $176,511 at 6%; with 50% employer match about $176,511 at 4% or $117,674 at 6%; with 100% employer match about $132,384 at 4% or $88,256 at 6%.
2002121$0$0-
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-21---
2001121$0$0-
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-21---
2000122$1,137,343$205,985$9,363iApproximate average salary by contribution assumption: employee only about $234,074 at 4% or $156,049 at 6%; with 50% employer match about $156,049 at 4% or $104,033 at 6%; with 100% employer match about $117,037 at 4% or $78,025 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-22$1,137,343$205,985$9,363iApproximate average salary by contribution assumption: employee only about $234,074 at 4% or $156,049 at 6%; with 50% employer match about $156,049 at 4% or $104,033 at 6%; with 100% employer match about $117,037 at 4% or $78,025 at 6%.
1999123$1,131,884$182,140$7,919iApproximate average salary by contribution assumption: employee only about $197,978 at 4% or $131,986 at 6%; with 50% employer match about $131,986 at 4% or $87,990 at 6%; with 100% employer match about $98,989 at 4% or $65,993 at 6%.
David Taussig & Associates 401K/ Profit Sharing Plan and Trust-23$1,131,884$182,140$7,919iApproximate average salary by contribution assumption: employee only about $197,978 at 4% or $131,986 at 6%; with 50% employer match about $131,986 at 4% or $87,990 at 6%; with 100% employer match about $98,989 at 4% or $65,993 at 6%.