Civic Intelligence

Exactax Inc.

Plan context: Exactax Inc. 401(K) Plan

EIN 33-0369249 • Anaheim, CA • 20 filings • 2 plans

1100 E Orangethorpe Ave Ste 100Anaheim, CA 92801
Current Snapshot

Latest Year

2019

2019 Participants

24

2019 Assets

$6,012,497

2019 Contributions

$141,209

Historical Graphs

Total Assets Over Time

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

$6,012,497$3,006,249$0200020112019YearValue
$6,012,497Latest year 2019

Participants Over Time

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

68340200020102019YearValue
24Latest year 2019

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
2019124$6,012,497$141,209$5,884iApproximate average salary by contribution assumption: employee only about $147,093 at 4% or $98,062 at 6%; with 50% employer match about $98,062 at 4% or $65,375 at 6%; with 100% employer match about $73,546 at 4% or $49,031 at 6%.
Exactax Inc. 401(K) Plan-24$6,012,497$141,209$5,884iApproximate average salary by contribution assumption: employee only about $147,093 at 4% or $98,062 at 6%; with 50% employer match about $98,062 at 4% or $65,375 at 6%; with 100% employer match about $73,546 at 4% or $49,031 at 6%.
2018124$4,949,851$142,199$5,925iApproximate average salary by contribution assumption: employee only about $148,124 at 4% or $98,749 at 6%; with 50% employer match about $98,749 at 4% or $65,833 at 6%; with 100% employer match about $74,062 at 4% or $49,375 at 6%.
Exactax Inc. 401(K) Plan-24$4,949,851$142,199$5,925iApproximate average salary by contribution assumption: employee only about $148,124 at 4% or $98,749 at 6%; with 50% employer match about $98,749 at 4% or $65,833 at 6%; with 100% employer match about $74,062 at 4% or $49,375 at 6%.
2017124$5,288,168$142,647$5,944iApproximate average salary by contribution assumption: employee only about $148,591 at 4% or $99,060 at 6%; with 50% employer match about $99,060 at 4% or $66,040 at 6%; with 100% employer match about $74,295 at 4% or $49,530 at 6%.
Exactax Inc. 401(K) Plan-24$5,288,168$142,647$5,944iApproximate average salary by contribution assumption: employee only about $148,591 at 4% or $99,060 at 6%; with 50% employer match about $99,060 at 4% or $66,040 at 6%; with 100% employer match about $74,295 at 4% or $49,530 at 6%.
2016124$4,511,963$195,645$8,152iApproximate average salary by contribution assumption: employee only about $203,797 at 4% or $135,865 at 6%; with 50% employer match about $135,865 at 4% or $90,576 at 6%; with 100% employer match about $101,898 at 4% or $67,932 at 6%.
Exactax Inc. 401(K) Plan-24$4,511,963$195,645$8,152iApproximate average salary by contribution assumption: employee only about $203,797 at 4% or $135,865 at 6%; with 50% employer match about $135,865 at 4% or $90,576 at 6%; with 100% employer match about $101,898 at 4% or $67,932 at 6%.
2015124$4,131,361$195,194$8,133iApproximate average salary by contribution assumption: employee only about $203,327 at 4% or $135,551 at 6%; with 50% employer match about $135,551 at 4% or $90,368 at 6%; with 100% employer match about $101,664 at 4% or $67,776 at 6%.
Exactax Inc. 401(K) Plan-24$4,131,361$195,194$8,133iApproximate average salary by contribution assumption: employee only about $203,327 at 4% or $135,551 at 6%; with 50% employer match about $135,551 at 4% or $90,368 at 6%; with 100% employer match about $101,664 at 4% or $67,776 at 6%.
2014114$4,050,901$177,366$12,669iApproximate average salary by contribution assumption: employee only about $316,725 at 4% or $211,150 at 6%; with 50% employer match about $211,150 at 4% or $140,767 at 6%; with 100% employer match about $158,363 at 4% or $105,575 at 6%.
Exactax Inc. 401(K) Plan-14$4,050,901$177,366$12,669iApproximate average salary by contribution assumption: employee only about $316,725 at 4% or $211,150 at 6%; with 50% employer match about $211,150 at 4% or $140,767 at 6%; with 100% employer match about $158,363 at 4% or $105,575 at 6%.
2013115$3,936,247$183,613$12,241iApproximate average salary by contribution assumption: employee only about $306,022 at 4% or $204,014 at 6%; with 50% employer match about $204,014 at 4% or $136,010 at 6%; with 100% employer match about $153,011 at 4% or $102,007 at 6%.
Exactax Inc. 401(K) Plan-15$3,936,247$183,613$12,241iApproximate average salary by contribution assumption: employee only about $306,022 at 4% or $204,014 at 6%; with 50% employer match about $204,014 at 4% or $136,010 at 6%; with 100% employer match about $153,011 at 4% or $102,007 at 6%.
2012115$3,453,295$178,559$11,904iApproximate average salary by contribution assumption: employee only about $297,598 at 4% or $198,399 at 6%; with 50% employer match about $198,399 at 4% or $132,266 at 6%; with 100% employer match about $148,799 at 4% or $99,199 at 6%.
Exactax Inc. 401(K) Plan-15$3,453,295$178,559$11,904iApproximate average salary by contribution assumption: employee only about $297,598 at 4% or $198,399 at 6%; with 50% employer match about $198,399 at 4% or $132,266 at 6%; with 100% employer match about $148,799 at 4% or $99,199 at 6%.
2011116$3,198,853$213,022$13,314iApproximate average salary by contribution assumption: employee only about $332,847 at 4% or $221,898 at 6%; with 50% employer match about $221,898 at 4% or $147,932 at 6%; with 100% employer match about $166,423 at 4% or $110,949 at 6%.
Exactax Inc. 401(K) Plan-16$3,198,853$213,022$13,314iApproximate average salary by contribution assumption: employee only about $332,847 at 4% or $221,898 at 6%; with 50% employer match about $221,898 at 4% or $147,932 at 6%; with 100% employer match about $166,423 at 4% or $110,949 at 6%.
2010117$3,112,813$201,680$11,864iApproximate average salary by contribution assumption: employee only about $296,588 at 4% or $197,725 at 6%; with 50% employer match about $197,725 at 4% or $131,817 at 6%; with 100% employer match about $148,294 at 4% or $98,863 at 6%.
Exactax Inc. 401(K) Plan-17$3,112,813$201,680$11,864iApproximate average salary by contribution assumption: employee only about $296,588 at 4% or $197,725 at 6%; with 50% employer match about $197,725 at 4% or $131,817 at 6%; with 100% employer match about $148,294 at 4% or $98,863 at 6%.
2009118$2,678,792$216,277$12,015iApproximate average salary by contribution assumption: employee only about $300,385 at 4% or $200,256 at 6%; with 50% employer match about $200,256 at 4% or $133,504 at 6%; with 100% employer match about $150,192 at 4% or $100,128 at 6%.
Exactax Inc. 401(K) Plan-18$2,678,792$216,277$12,015iApproximate average salary by contribution assumption: employee only about $300,385 at 4% or $200,256 at 6%; with 50% employer match about $200,256 at 4% or $133,504 at 6%; with 100% employer match about $150,192 at 4% or $100,128 at 6%.
2008121$2,238,271$189,101$9,005iApproximate average salary by contribution assumption: employee only about $225,120 at 4% or $150,080 at 6%; with 50% employer match about $150,080 at 4% or $100,053 at 6%; with 100% employer match about $112,560 at 4% or $75,040 at 6%.
Exactax Inc. 401(K) Plan-21$2,238,271$189,101$9,005iApproximate average salary by contribution assumption: employee only about $225,120 at 4% or $150,080 at 6%; with 50% employer match about $150,080 at 4% or $100,053 at 6%; with 100% employer match about $112,560 at 4% or $75,040 at 6%.
2007120$3,420,528$247,600$12,380iApproximate average salary by contribution assumption: employee only about $309,500 at 4% or $206,333 at 6%; with 50% employer match about $206,333 at 4% or $137,556 at 6%; with 100% employer match about $154,750 at 4% or $103,167 at 6%.
Exactax Inc. 401(K) Plan-20$3,420,528$247,600$12,380iApproximate average salary by contribution assumption: employee only about $309,500 at 4% or $206,333 at 6%; with 50% employer match about $206,333 at 4% or $137,556 at 6%; with 100% employer match about $154,750 at 4% or $103,167 at 6%.
2006121$3,066,121$217,047$10,336iApproximate average salary by contribution assumption: employee only about $258,389 at 4% or $172,260 at 6%; with 50% employer match about $172,260 at 4% or $114,840 at 6%; with 100% employer match about $129,195 at 4% or $86,130 at 6%.
Exactax Inc. 401(K) Plan-21$3,066,121$217,047$10,336iApproximate average salary by contribution assumption: employee only about $258,389 at 4% or $172,260 at 6%; with 50% employer match about $172,260 at 4% or $114,840 at 6%; with 100% employer match about $129,195 at 4% or $86,130 at 6%.
2005129$2,724,936$204,729$7,060iApproximate average salary by contribution assumption: employee only about $176,491 at 4% or $117,660 at 6%; with 50% employer match about $117,660 at 4% or $78,440 at 6%; with 100% employer match about $88,245 at 4% or $58,830 at 6%.
Exactax Inc. 401(K) Plan-29$2,724,936$204,729$7,060iApproximate average salary by contribution assumption: employee only about $176,491 at 4% or $117,660 at 6%; with 50% employer match about $117,660 at 4% or $78,440 at 6%; with 100% employer match about $88,245 at 4% or $58,830 at 6%.
2004134$2,419,243$314,430$9,248iApproximate average salary by contribution assumption: employee only about $231,199 at 4% or $154,132 at 6%; with 50% employer match about $154,132 at 4% or $102,755 at 6%; with 100% employer match about $115,599 at 4% or $77,066 at 6%.
Exactax Inc. 401(K) Plan-34$2,419,243$314,430$9,248iApproximate average salary by contribution assumption: employee only about $231,199 at 4% or $154,132 at 6%; with 50% employer match about $154,132 at 4% or $102,755 at 6%; with 100% employer match about $115,599 at 4% or $77,066 at 6%.
2003168$0$0-
Exactax Inc. 401(K) Plan-68---
2002163$1,760,251$259,082$4,112iApproximate average salary by contribution assumption: employee only about $102,810 at 4% or $68,540 at 6%; with 50% employer match about $68,540 at 4% or $45,693 at 6%; with 100% employer match about $51,405 at 4% or $34,270 at 6%.
Exactax Inc. 401(K) Plan-63$1,760,251$259,082$4,112iApproximate average salary by contribution assumption: employee only about $102,810 at 4% or $68,540 at 6%; with 50% employer match about $68,540 at 4% or $45,693 at 6%; with 100% employer match about $51,405 at 4% or $34,270 at 6%.
2001161$0$0-
Exactax Inc. 401(K) Plan-61---
2000160$1,941,488$195,897$3,265iApproximate average salary by contribution assumption: employee only about $81,624 at 4% or $54,416 at 6%; with 50% employer match about $54,416 at 4% or $36,277 at 6%; with 100% employer match about $40,812 at 4% or $27,208 at 6%.
Exactax Inc. 401(K) Plan-60$1,941,488$195,897$3,265iApproximate average salary by contribution assumption: employee only about $81,624 at 4% or $54,416 at 6%; with 50% employer match about $54,416 at 4% or $36,277 at 6%; with 100% employer match about $40,812 at 4% or $27,208 at 6%.