Civic Intelligence

TAX WIZARD INC

Plan context: TAX WIZARD INC 401(K) PLAN

EIN 36-4409088 • Skokie, IL • 10 filings • 2 plans

4438 W. Oakton StSkokie, IL 60076
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,840,658

2025 Contributions

$227,279

Historical Graphs

Total Assets Over Time

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

$1,840,658$920,329$0201620212025YearValue
$1,840,658Latest year 2025

Participants Over Time

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

630201620212025YearValue
6Latest 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
202516$1,840,658$227,279$37,880iApproximate average salary by contribution assumption: employee only about $946,996 at 4% or $631,331 at 6%; with 50% employer match about $631,331 at 4% or $420,887 at 6%; with 100% employer match about $473,498 at 4% or $315,665 at 6%.
TAX WIZARD INC 401(K) PLAN-6$1,840,658$227,279$37,880iApproximate average salary by contribution assumption: employee only about $946,996 at 4% or $631,331 at 6%; with 50% employer match about $631,331 at 4% or $420,887 at 6%; with 100% employer match about $473,498 at 4% or $315,665 at 6%.
202416$1,456,475$216,101$36,017iApproximate average salary by contribution assumption: employee only about $900,421 at 4% or $600,281 at 6%; with 50% employer match about $600,281 at 4% or $400,187 at 6%; with 100% employer match about $450,210 at 4% or $300,140 at 6%.
TAX WIZARD INC 401(K) PLAN-6$1,456,475$216,101$36,017iApproximate average salary by contribution assumption: employee only about $900,421 at 4% or $600,281 at 6%; with 50% employer match about $600,281 at 4% or $400,187 at 6%; with 100% employer match about $450,210 at 4% or $300,140 at 6%.
202316$1,249,218$201,331$33,555iApproximate average salary by contribution assumption: employee only about $838,879 at 4% or $559,253 at 6%; with 50% employer match about $559,253 at 4% or $372,835 at 6%; with 100% employer match about $419,440 at 4% or $279,626 at 6%.
TAX WIZARD INC 401(K) PLAN-6$1,249,218$201,331$33,555iApproximate average salary by contribution assumption: employee only about $838,879 at 4% or $559,253 at 6%; with 50% employer match about $559,253 at 4% or $372,835 at 6%; with 100% employer match about $419,440 at 4% or $279,626 at 6%.
202216$951,663$196,003$32,667iApproximate average salary by contribution assumption: employee only about $816,679 at 4% or $544,453 at 6%; with 50% employer match about $544,453 at 4% or $362,969 at 6%; with 100% employer match about $408,340 at 4% or $272,226 at 6%.
TAX WIZARD INC 401(K) PLAN-6$951,663$196,003$32,667iApproximate average salary by contribution assumption: employee only about $816,679 at 4% or $544,453 at 6%; with 50% employer match about $544,453 at 4% or $362,969 at 6%; with 100% employer match about $408,340 at 4% or $272,226 at 6%.
202115$821,373$176,522$35,304iApproximate average salary by contribution assumption: employee only about $882,610 at 4% or $588,407 at 6%; with 50% employer match about $588,407 at 4% or $392,271 at 6%; with 100% employer match about $441,305 at 4% or $294,203 at 6%.
TAX WIZARD INC 401(K) PLAN-5$821,373$176,522$35,304iApproximate average salary by contribution assumption: employee only about $882,610 at 4% or $588,407 at 6%; with 50% employer match about $588,407 at 4% or $392,271 at 6%; with 100% employer match about $441,305 at 4% or $294,203 at 6%.
202015$586,327$149,818$29,964iApproximate average salary by contribution assumption: employee only about $749,090 at 4% or $499,393 at 6%; with 50% employer match about $499,393 at 4% or $332,929 at 6%; with 100% employer match about $374,545 at 4% or $249,697 at 6%.
TAX WIZARD INC 401(K) PLAN-5$586,327$149,818$29,964iApproximate average salary by contribution assumption: employee only about $749,090 at 4% or $499,393 at 6%; with 50% employer match about $499,393 at 4% or $332,929 at 6%; with 100% employer match about $374,545 at 4% or $249,697 at 6%.
201915$523,004$167,818$33,564iApproximate average salary by contribution assumption: employee only about $839,090 at 4% or $559,393 at 6%; with 50% employer match about $559,393 at 4% or $372,929 at 6%; with 100% employer match about $419,545 at 4% or $279,697 at 6%.
TAX WIZARD INC 401(K) PLAN-5$523,004$167,818$33,564iApproximate average salary by contribution assumption: employee only about $839,090 at 4% or $559,393 at 6%; with 50% employer match about $559,393 at 4% or $372,929 at 6%; with 100% employer match about $419,545 at 4% or $279,697 at 6%.
201815$304,394$161,589$32,318iApproximate average salary by contribution assumption: employee only about $807,945 at 4% or $538,630 at 6%; with 50% employer match about $538,630 at 4% or $359,087 at 6%; with 100% employer match about $403,973 at 4% or $269,315 at 6%.
TAX WIZARD INC 401(K) PLAN PLAN-5$304,394$161,589$32,318iApproximate average salary by contribution assumption: employee only about $807,945 at 4% or $538,630 at 6%; with 50% employer match about $538,630 at 4% or $359,087 at 6%; with 100% employer match about $403,973 at 4% or $269,315 at 6%.
201715$152,706$102,993$20,599iApproximate average salary by contribution assumption: employee only about $514,965 at 4% or $343,310 at 6%; with 50% employer match about $343,310 at 4% or $228,873 at 6%; with 100% employer match about $257,482 at 4% or $171,655 at 6%.
TAX WIZARD INC 401(K) PLAN-5$152,706$102,993$20,599iApproximate average salary by contribution assumption: employee only about $514,965 at 4% or $343,310 at 6%; with 50% employer match about $343,310 at 4% or $228,873 at 6%; with 100% employer match about $257,482 at 4% or $171,655 at 6%.
201613$46,220$46,140$15,380iApproximate average salary by contribution assumption: employee only about $384,500 at 4% or $256,333 at 6%; with 50% employer match about $256,333 at 4% or $170,889 at 6%; with 100% employer match about $192,250 at 4% or $128,167 at 6%.
TAX WIZARD INC 401(K) PLAN-3$46,220$46,140$15,380iApproximate average salary by contribution assumption: employee only about $384,500 at 4% or $256,333 at 6%; with 50% employer match about $256,333 at 4% or $170,889 at 6%; with 100% employer match about $192,250 at 4% or $128,167 at 6%.