Civic Intelligence

Taxresources Inc.

Plan context: Taxresources Inc. Employee Stock Ownership Plan

EIN 33-0336176 • 83 filings • 22 plans

Current Snapshot

Latest Year

2024

2024 Participants

286

2024 Assets

$106,763,804

2024 Contributions

$1,501,219

Historical Graphs

Total Assets Over Time

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

$106,763,804$53,381,902$0200320142024YearValue
$106,763,804Latest year 2024

Participants Over Time

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

2981490200320142024YearValue
286Latest 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
20241286$106,763,804$1,501,219$5,249iApproximate average salary by contribution assumption: employee only about $131,225 at 4% or $87,484 at 6%; with 50% employer match about $87,484 at 4% or $58,322 at 6%; with 100% employer match about $65,613 at 4% or $43,742 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-286$106,763,804$1,501,219$5,249iApproximate average salary by contribution assumption: employee only about $131,225 at 4% or $87,484 at 6%; with 50% employer match about $87,484 at 4% or $58,322 at 6%; with 100% employer match about $65,613 at 4% or $43,742 at 6%.
20231298$102,388,070$1,668,549$5,599iApproximate average salary by contribution assumption: employee only about $139,979 at 4% or $93,319 at 6%; with 50% employer match about $93,319 at 4% or $62,213 at 6%; with 100% employer match about $69,989 at 4% or $46,660 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-298$102,388,070$1,668,549$5,599iApproximate average salary by contribution assumption: employee only about $139,979 at 4% or $93,319 at 6%; with 50% employer match about $93,319 at 4% or $62,213 at 6%; with 100% employer match about $69,989 at 4% or $46,660 at 6%.
20221284$92,677,660$1,585,880$5,584iApproximate average salary by contribution assumption: employee only about $139,602 at 4% or $93,068 at 6%; with 50% employer match about $93,068 at 4% or $62,045 at 6%; with 100% employer match about $69,801 at 4% or $46,534 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-284$92,677,660$1,585,880$5,584iApproximate average salary by contribution assumption: employee only about $139,602 at 4% or $93,068 at 6%; with 50% employer match about $93,068 at 4% or $62,045 at 6%; with 100% employer match about $69,801 at 4% or $46,534 at 6%.
20211279$77,698,279$2,545,491$9,124iApproximate average salary by contribution assumption: employee only about $228,091 at 4% or $152,060 at 6%; with 50% employer match about $152,060 at 4% or $101,374 at 6%; with 100% employer match about $114,045 at 4% or $76,030 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-279$77,698,279$2,545,491$9,124iApproximate average salary by contribution assumption: employee only about $228,091 at 4% or $152,060 at 6%; with 50% employer match about $152,060 at 4% or $101,374 at 6%; with 100% employer match about $114,045 at 4% or $76,030 at 6%.
20201262$68,178,636$2,139,191$8,165iApproximate average salary by contribution assumption: employee only about $204,121 at 4% or $136,081 at 6%; with 50% employer match about $136,081 at 4% or $90,721 at 6%; with 100% employer match about $102,061 at 4% or $68,040 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-262$68,178,636$2,139,191$8,165iApproximate average salary by contribution assumption: employee only about $204,121 at 4% or $136,081 at 6%; with 50% employer match about $136,081 at 4% or $90,721 at 6%; with 100% employer match about $102,061 at 4% or $68,040 at 6%.
20192254$65,934,482$2,035,923$8,015iApproximate average salary by contribution assumption: employee only about $200,386 at 4% or $133,591 at 6%; with 50% employer match about $133,591 at 4% or $89,060 at 6%; with 100% employer match about $100,193 at 4% or $66,795 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-254$65,934,482$2,035,923$8,015iApproximate average salary by contribution assumption: employee only about $200,386 at 4% or $133,591 at 6%; with 50% employer match about $133,591 at 4% or $89,060 at 6%; with 100% employer match about $100,193 at 4% or $66,795 at 6%.
Tri Holdco Inc. Medical-188---
20181252$60,458,469$4,131,362$16,394iApproximate average salary by contribution assumption: employee only about $409,857 at 4% or $273,238 at 6%; with 50% employer match about $273,238 at 4% or $182,159 at 6%; with 100% employer match about $204,929 at 4% or $136,619 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-252$60,458,469$4,131,362$16,394iApproximate average salary by contribution assumption: employee only about $409,857 at 4% or $273,238 at 6%; with 50% employer match about $273,238 at 4% or $182,159 at 6%; with 100% employer match about $204,929 at 4% or $136,619 at 6%.
20172224$95,575,653$5,046,320$22,528iApproximate average salary by contribution assumption: employee only about $563,205 at 4% or $375,470 at 6%; with 50% employer match about $375,470 at 4% or $250,313 at 6%; with 100% employer match about $281,603 at 4% or $187,735 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-213$89,718,640$4,353,515$20,439iApproximate average salary by contribution assumption: employee only about $510,976 at 4% or $340,651 at 6%; with 50% employer match about $340,651 at 4% or $227,100 at 6%; with 100% employer match about $255,488 at 4% or $170,325 at 6%.
Taxresources Inc. 401(K) Plan-224$5,857,013$692,805$3,093iApproximate average salary by contribution assumption: employee only about $77,322 at 4% or $51,548 at 6%; with 50% employer match about $51,548 at 4% or $34,365 at 6%; with 100% employer match about $38,661 at 4% or $25,774 at 6%.
201611224$53,528,492$7,891,578$35,230iApproximate average salary by contribution assumption: employee only about $880,756 at 4% or $587,171 at 6%; with 50% employer match about $587,171 at 4% or $391,447 at 6%; with 100% employer match about $440,378 at 4% or $293,585 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-194$48,637,488$7,242,774$37,334iApproximate average salary by contribution assumption: employee only about $933,347 at 4% or $622,231 at 6%; with 50% employer match about $622,231 at 4% or $414,821 at 6%; with 100% employer match about $466,674 at 4% or $311,116 at 6%.
Taxresources Inc. 401(K) Plan-204$4,891,004$648,804$3,180iApproximate average salary by contribution assumption: employee only about $79,510 at 4% or $53,007 at 6%; with 50% employer match about $53,007 at 4% or $35,338 at 6%; with 100% employer match about $39,755 at 4% or $26,503 at 6%.
Taxresources Inc. Accident Insurance Plan-44---
Taxresources Inc. Cancer Insurance Plan-31---
Taxresources Inc. Critical Illness Insurance Plan-30---
Taxresources Inc. Long Term Disability Plan-52---
Taxresources Inc. Short Term Disability Insurance Plan-47---
Taxresources Inc. Term Life, Accidental Death & Dismemberment Plan-224---
Taxresources Inc. Vision Plan-91---
Tri Holdco Inc. Medical-205---
Tri Holdco Inc. Dental-201---
20159209$44,370,520$7,253,258$34,705iApproximate average salary by contribution assumption: employee only about $867,615 at 4% or $578,410 at 6%; with 50% employer match about $578,410 at 4% or $385,606 at 6%; with 100% employer match about $433,807 at 4% or $289,205 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-180$40,377,981$6,503,289$36,129iApproximate average salary by contribution assumption: employee only about $903,235 at 4% or $602,156 at 6%; with 50% employer match about $602,156 at 4% or $401,438 at 6%; with 100% employer match about $451,617 at 4% or $301,078 at 6%.
Taxresources Inc. 401(K) Plan-191$3,992,539$749,969$3,927iApproximate average salary by contribution assumption: employee only about $98,163 at 4% or $65,442 at 6%; with 50% employer match about $65,442 at 4% or $43,628 at 6%; with 100% employer match about $49,082 at 4% or $32,721 at 6%.
Taxresources Inc. Long Term Disability Plan-47---
Taxresources Inc. Critical Illness Insurance Plan-31---
Taxresources Inc. Short Term Disability Insurance Plan-44---
Taxresources Inc. Accident Insurance Plan-43---
Taxresources Inc. Cancer Insurance Plan-32---
Taxresources Inc. Term Life, Accidental Death & Dismemberment Plan-209---
Taxresources Inc. Vision Plan-82---
201416191$37,727,298$6,727,571$35,223iApproximate average salary by contribution assumption: employee only about $880,572 at 4% or $587,048 at 6%; with 50% employer match about $587,048 at 4% or $391,365 at 6%; with 100% employer match about $440,286 at 4% or $293,524 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-162$34,308,279$5,796,341$35,780iApproximate average salary by contribution assumption: employee only about $894,497 at 4% or $596,331 at 6%; with 50% employer match about $596,331 at 4% or $397,554 at 6%; with 100% employer match about $447,249 at 4% or $298,166 at 6%.
Taxresources Inc. 401(K) Plan-165$3,419,019$931,230$5,644iApproximate average salary by contribution assumption: employee only about $141,095 at 4% or $94,064 at 6%; with 50% employer match about $94,064 at 4% or $62,709 at 6%; with 100% employer match about $70,548 at 4% or $47,032 at 6%.
Taxresources Inc. Accident Insurance Plan-39---
Taxresources Inc. Critical Illness Insurance Plan-26---
Taxresources Inc. Long Term Disability Plan-37---
Taxresources Inc. Short Term Disability Insurance Plan-36---
Taxresources Inc. Term Life, Accidental Death & Dismemberment Plan-163---
Taxresources Inc. Vision Plan-66---
Taxresources Inc. Cancer Insurance Plan-26---
Taxresources Inc. Long Term Disability Plan-41---
Taxresources Inc. Critical Illness Insurance Plan-25---
Taxresources Inc. Accident Insurance Plan-39---
Taxresources Inc. Cancer Insurance Plan-28---
Taxresources Inc. Vision Plan-75---
Taxresources Inc. Term Life, Accidental Death & Dismemberment Plan-191---
Taxresources Inc. Short Term Disability Insurance Plan-38---
20139165$28,149,366$5,858,251$35,505iApproximate average salary by contribution assumption: employee only about $887,614 at 4% or $591,743 at 6%; with 50% employer match about $591,743 at 4% or $394,495 at 6%; with 100% employer match about $443,807 at 4% or $295,871 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-160$25,422,134$5,403,646$33,773iApproximate average salary by contribution assumption: employee only about $844,320 at 4% or $562,880 at 6%; with 50% employer match about $562,880 at 4% or $375,253 at 6%; with 100% employer match about $422,160 at 4% or $281,440 at 6%.
Taxresources Inc. 401(K) Plan-163$2,727,232$454,605$2,789iApproximate average salary by contribution assumption: employee only about $69,725 at 4% or $46,483 at 6%; with 50% employer match about $46,483 at 4% or $30,989 at 6%; with 100% employer match about $34,862 at 4% or $23,242 at 6%.
Taxresources Inc. Critical Illness Insurance Plan-26---
Taxresources Inc. Long Term Disability Plan-38---
Taxresources Inc. Cancer Insurance Plan-26---
Taxresources Inc. Short Term Disability Insurance Plan-37---
Taxresources Inc. Accident Insurance Plan-41---
Taxresources Inc. Term Life, Accidental Death & Dismemberment Plan-165---
Taxresources Inc. Vision Plan-67---
20129173$22,385,972$5,405,442$31,245iApproximate average salary by contribution assumption: employee only about $781,133 at 4% or $520,755 at 6%; with 50% employer match about $520,755 at 4% or $347,170 at 6%; with 100% employer match about $390,567 at 4% or $260,378 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-162$20,052,330$4,969,928$30,679iApproximate average salary by contribution assumption: employee only about $766,964 at 4% or $511,309 at 6%; with 50% employer match about $511,309 at 4% or $340,873 at 6%; with 100% employer match about $383,482 at 4% or $255,655 at 6%.
Taxresources Inc. 401(K) Plan-173$2,333,642$435,514$2,517iApproximate average salary by contribution assumption: employee only about $62,936 at 4% or $41,957 at 6%; with 50% employer match about $41,957 at 4% or $27,971 at 6%; with 100% employer match about $31,468 at 4% or $20,979 at 6%.
Taxresources Inc. Accident Insurance Plan-39---
Taxresources Inc. Cancer Insurance Plan-22---
Taxresources Inc. Critical Illness Insurance Plan-25---
Taxresources Inc. Long Term Disability Plan-36---
Taxresources Inc. Short Term Disability Insurance Plan-36---
Taxresources Inc. Term Life, Accidental Death & Dismemberment Plan-165---
Taxresources Inc. Vision Plan-67---
20118167$10,994,485$3,705,997$22,192iApproximate average salary by contribution assumption: employee only about $554,790 at 4% or $369,860 at 6%; with 50% employer match about $369,860 at 4% or $246,573 at 6%; with 100% employer match about $277,395 at 4% or $184,930 at 6%.
Taxresources Inc. Employee Stock Ownership Plan-124$9,253,194$3,320,503$26,778iApproximate average salary by contribution assumption: employee only about $669,456 at 4% or $446,304 at 6%; with 50% employer match about $446,304 at 4% or $297,536 at 6%; with 100% employer match about $334,728 at 4% or $223,152 at 6%.
Taxresources Inc. 401(K) Plan-149$1,741,291$385,494$2,587iApproximate average salary by contribution assumption: employee only about $64,680 at 4% or $43,120 at 6%; with 50% employer match about $43,120 at 4% or $28,747 at 6%; with 100% employer match about $32,340 at 4% or $21,560 at 6%.
Taxresources Inc. Term Life, Accidental Death & Dismemberment Plan-167---
Taxresources Inc. Vision Plan-66---
Taxresources Inc. Long Term Disability Plan-36---
Taxresources Inc. Critical Illness Insurance Plan-28---
Taxresources Inc. Accident Insurance Plan-44---
Taxresources Inc. Cancer Insurance Plan-23---
20104263$1,493,687$331,218$1,259iApproximate average salary by contribution assumption: employee only about $31,485 at 4% or $20,990 at 6%; with 50% employer match about $20,990 at 4% or $13,993 at 6%; with 100% employer match about $15,742 at 4% or $10,495 at 6%.
Taxresources Inc. 401(K) Plan-114$1,493,687$331,218$2,905iApproximate average salary by contribution assumption: employee only about $72,636 at 4% or $48,424 at 6%; with 50% employer match about $48,424 at 4% or $32,282 at 6%; with 100% employer match about $36,318 at 4% or $24,212 at 6%.
Taxresources Inc. Vision Plan-59---
Taxresources Inc. Long Term Disability Plan-24---
Taxresources Inc. Term Life, Accidental Death & Dismemberment Plan-263---
20091101$1,066,910$277,941$2,752iApproximate average salary by contribution assumption: employee only about $68,797 at 4% or $45,865 at 6%; with 50% employer match about $45,865 at 4% or $30,577 at 6%; with 100% employer match about $34,399 at 4% or $22,932 at 6%.
Taxresources Inc. 401(K) Plan-101$1,066,910$277,941$2,752iApproximate average salary by contribution assumption: employee only about $68,797 at 4% or $45,865 at 6%; with 50% employer match about $45,865 at 4% or $30,577 at 6%; with 100% employer match about $34,399 at 4% or $22,932 at 6%.
2008198$758,483$288,657$2,945iApproximate average salary by contribution assumption: employee only about $73,637 at 4% or $49,091 at 6%; with 50% employer match about $49,091 at 4% or $32,728 at 6%; with 100% employer match about $36,818 at 4% or $24,546 at 6%.
Taxresources Inc. 401(K) Plan-98$758,483$288,657$2,945iApproximate average salary by contribution assumption: employee only about $73,637 at 4% or $49,091 at 6%; with 50% employer match about $49,091 at 4% or $32,728 at 6%; with 100% employer match about $36,818 at 4% or $24,546 at 6%.
2007191$804,543$277,282$3,047iApproximate average salary by contribution assumption: employee only about $76,176 at 4% or $50,784 at 6%; with 50% employer match about $50,784 at 4% or $33,856 at 6%; with 100% employer match about $38,088 at 4% or $25,392 at 6%.
Taxresources Inc. 401(K) Plan-91$804,543$277,282$3,047iApproximate average salary by contribution assumption: employee only about $76,176 at 4% or $50,784 at 6%; with 50% employer match about $50,784 at 4% or $33,856 at 6%; with 100% employer match about $38,088 at 4% or $25,392 at 6%.
2006169$642,398$244,430$3,542iApproximate average salary by contribution assumption: employee only about $88,562 at 4% or $59,041 at 6%; with 50% employer match about $59,041 at 4% or $39,361 at 6%; with 100% employer match about $44,281 at 4% or $29,521 at 6%.
Taxresources Inc. 401(K) Plan-69$642,398$244,430$3,542iApproximate average salary by contribution assumption: employee only about $88,562 at 4% or $59,041 at 6%; with 50% employer match about $59,041 at 4% or $39,361 at 6%; with 100% employer match about $44,281 at 4% or $29,521 at 6%.
20051117$351,927$159,778$1,366iApproximate average salary by contribution assumption: employee only about $34,141 at 4% or $22,760 at 6%; with 50% employer match about $22,760 at 4% or $15,174 at 6%; with 100% employer match about $17,070 at 4% or $11,380 at 6%.
Taxresources Inc. 401(K) Plan-117$351,927$159,778$1,366iApproximate average salary by contribution assumption: employee only about $34,141 at 4% or $22,760 at 6%; with 50% employer match about $22,760 at 4% or $15,174 at 6%; with 100% employer match about $17,070 at 4% or $11,380 at 6%.
2004154$176,625$106,556$1,973iApproximate average salary by contribution assumption: employee only about $49,331 at 4% or $32,888 at 6%; with 50% employer match about $32,888 at 4% or $21,925 at 6%; with 100% employer match about $24,666 at 4% or $16,444 at 6%.
Taxresources Inc. 401(K) Plan-54$176,625$106,556$1,973iApproximate average salary by contribution assumption: employee only about $49,331 at 4% or $32,888 at 6%; with 50% employer match about $32,888 at 4% or $21,925 at 6%; with 100% employer match about $24,666 at 4% or $16,444 at 6%.
2003136$73,084$62,617$1,739iApproximate average salary by contribution assumption: employee only about $43,484 at 4% or $28,989 at 6%; with 50% employer match about $28,989 at 4% or $19,326 at 6%; with 100% employer match about $21,742 at 4% or $14,495 at 6%.
Taxresources Inc. 401(K) Plan-36$73,084$62,617$1,739iApproximate average salary by contribution assumption: employee only about $43,484 at 4% or $28,989 at 6%; with 50% employer match about $28,989 at 4% or $19,326 at 6%; with 100% employer match about $21,742 at 4% or $14,495 at 6%.