Civic Intelligence

William Tao & Associates Inc.

Plan context: William Tao & Associates Inc. 401K Plan

EIN 43-0819384 • St. Louis, MO • 59 filings • 10 plans

7955 Manchester Road Suite 125St. Louis, MO 63143
Current Snapshot

Latest Year

2018

2018 Participants

43

2018 Assets

$11,639,473

2018 Contributions

$92,088

Historical Graphs

Total Assets Over Time

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

$18,309,491$9,154,746$0199920092017YearValue
$11,639,473Latest year 2017

Participants Over Time

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

78390199920082017YearValue
43Latest year 2017

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
201810$0$92,088-
William Tao & Associates Inc. 401K Plan-0$0$92,088-
2017343$11,639,473$228,701$5,319iApproximate average salary by contribution assumption: employee only about $132,966 at 4% or $88,644 at 6%; with 50% employer match about $88,644 at 4% or $59,096 at 6%; with 100% employer match about $66,483 at 4% or $44,322 at 6%.
William Tao & Associates Inc. 401K Plan-43$9,771,227$226,161$5,260iApproximate average salary by contribution assumption: employee only about $131,489 at 4% or $87,659 at 6%; with 50% employer match about $87,659 at 4% or $58,440 at 6%; with 100% employer match about $65,744 at 4% or $43,830 at 6%.
William Tao & Associates Inc. Pension Plan-25$1,155,750$0-
William Tao & Associates Inc Employee Stock Ownership Plan-24$712,496$2,540$106iApproximate average salary by contribution assumption: employee only about $2,646 at 4% or $1,764 at 6%; with 50% employer match about $1,764 at 4% or $1,176 at 6%; with 100% employer match about $1,323 at 4% or $882 at 6%.
2016353$14,426,642$454,162$8,569iApproximate average salary by contribution assumption: employee only about $214,227 at 4% or $142,818 at 6%; with 50% employer match about $142,818 at 4% or $95,212 at 6%; with 100% employer match about $107,114 at 4% or $71,409 at 6%.
William Tao & Associates Inc. 401K Plan-53$12,242,333$444,162$8,380iApproximate average salary by contribution assumption: employee only about $209,510 at 4% or $139,674 at 6%; with 50% employer match about $139,674 at 4% or $93,116 at 6%; with 100% employer match about $104,755 at 4% or $69,837 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-36$1,093,504$10,000$278iApproximate average salary by contribution assumption: employee only about $6,944 at 4% or $4,630 at 6%; with 50% employer match about $4,630 at 4% or $3,086 at 6%; with 100% employer match about $3,472 at 4% or $2,315 at 6%.
William Tao & Associates Inc. Pension Plan-28$1,090,805$0-
2015356$16,816,842$534,824$9,550iApproximate average salary by contribution assumption: employee only about $238,761 at 4% or $159,174 at 6%; with 50% employer match about $159,174 at 4% or $106,116 at 6%; with 100% employer match about $119,380 at 4% or $79,587 at 6%.
William Tao & Associates Inc. 401K Plan-56$13,656,426$358,202$6,396iApproximate average salary by contribution assumption: employee only about $159,912 at 4% or $106,608 at 6%; with 50% employer match about $106,608 at 4% or $71,072 at 6%; with 100% employer match about $79,956 at 4% or $53,304 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-42$1,921,646$176,622$4,205iApproximate average salary by contribution assumption: employee only about $105,132 at 4% or $70,088 at 6%; with 50% employer match about $70,088 at 4% or $46,725 at 6%; with 100% employer match about $52,566 at 4% or $35,044 at 6%.
William Tao & Associates Inc. Pension Plan-32$1,238,770$0-
2014361$17,885,516$367,625$6,027iApproximate average salary by contribution assumption: employee only about $150,666 at 4% or $100,444 at 6%; with 50% employer match about $100,444 at 4% or $66,963 at 6%; with 100% employer match about $75,333 at 4% or $50,222 at 6%.
William Tao & Associates Inc. 401K Plan-61$14,454,143$367,625$6,027iApproximate average salary by contribution assumption: employee only about $150,666 at 4% or $100,444 at 6%; with 50% employer match about $100,444 at 4% or $66,963 at 6%; with 100% employer match about $75,333 at 4% or $50,222 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-45$1,973,059--
William Tao & Associates Inc. Pension Plan-0$1,458,314$0-
2013366$18,309,491$546,401$8,279iApproximate average salary by contribution assumption: employee only about $206,970 at 4% or $137,980 at 6%; with 50% employer match about $137,980 at 4% or $91,987 at 6%; with 100% employer match about $103,485 at 4% or $68,990 at 6%.
William Tao & Associates Inc. 401K Plan-66$15,067,326$490,401$7,430iApproximate average salary by contribution assumption: employee only about $185,758 at 4% or $123,839 at 6%; with 50% employer match about $123,839 at 4% or $82,559 at 6%; with 100% employer match about $92,879 at 4% or $61,919 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-52$1,797,618--
William Tao & Associates Inc. Pension Plan-36$1,444,547$56,000$1,556iApproximate average salary by contribution assumption: employee only about $38,889 at 4% or $25,926 at 6%; with 50% employer match about $25,926 at 4% or $17,284 at 6%; with 100% employer match about $19,444 at 4% or $12,963 at 6%.
2012371$16,019,945$594,076$8,367iApproximate average salary by contribution assumption: employee only about $209,182 at 4% or $139,454 at 6%; with 50% employer match about $139,454 at 4% or $92,970 at 6%; with 100% employer match about $104,591 at 4% or $69,727 at 6%.
William Tao & Associates Inc. 401K Plan-71$12,544,013$515,076$7,255iApproximate average salary by contribution assumption: employee only about $181,365 at 4% or $120,910 at 6%; with 50% employer match about $120,910 at 4% or $80,607 at 6%; with 100% employer match about $90,682 at 4% or $60,455 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-57$2,289,643$12,000$211iApproximate average salary by contribution assumption: employee only about $5,263 at 4% or $3,509 at 6%; with 50% employer match about $3,509 at 4% or $2,339 at 6%; with 100% employer match about $2,632 at 4% or $1,754 at 6%.
William Tao & Associates Inc. Pension Plan-37$1,186,289$67,000$1,811iApproximate average salary by contribution assumption: employee only about $45,270 at 4% or $30,180 at 6%; with 50% employer match about $30,180 at 4% or $20,120 at 6%; with 100% employer match about $22,635 at 4% or $15,090 at 6%.
2011372$13,383,803$623,440$8,659iApproximate average salary by contribution assumption: employee only about $216,472 at 4% or $144,315 at 6%; with 50% employer match about $144,315 at 4% or $96,210 at 6%; with 100% employer match about $108,236 at 4% or $72,157 at 6%.
William Tao & Associates Inc. 401K Plan-72$10,425,167$518,440$7,201iApproximate average salary by contribution assumption: employee only about $180,014 at 4% or $120,009 at 6%; with 50% employer match about $120,009 at 4% or $80,006 at 6%; with 100% employer match about $90,007 at 4% or $60,005 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-57$1,952,949--
William Tao & Associates Inc. Pension Plan-37$1,005,687$105,000$2,838iApproximate average salary by contribution assumption: employee only about $70,946 at 4% or $47,297 at 6%; with 50% employer match about $47,297 at 4% or $31,532 at 6%; with 100% employer match about $35,473 at 4% or $23,649 at 6%.
2010373$13,869,669$762,298$10,442iApproximate average salary by contribution assumption: employee only about $261,061 at 4% or $174,041 at 6%; with 50% employer match about $174,041 at 4% or $116,027 at 6%; with 100% employer match about $130,530 at 4% or $87,020 at 6%.
William Tao & Associates Inc. 401K Plan-73$10,559,430$569,298$7,799iApproximate average salary by contribution assumption: employee only about $194,965 at 4% or $129,977 at 6%; with 50% employer match about $129,977 at 4% or $86,651 at 6%; with 100% employer match about $97,483 at 4% or $64,988 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-59$2,405,147$105,000$1,780iApproximate average salary by contribution assumption: employee only about $44,492 at 4% or $29,661 at 6%; with 50% employer match about $29,661 at 4% or $19,774 at 6%; with 100% employer match about $22,246 at 4% or $14,831 at 6%.
William Tao & Associates Inc. Pension Plan-37$905,092$88,000$2,378iApproximate average salary by contribution assumption: employee only about $59,459 at 4% or $39,640 at 6%; with 50% employer match about $39,640 at 4% or $26,426 at 6%; with 100% employer match about $29,730 at 4% or $19,820 at 6%.
2009378$12,167,947$981,976$12,589iApproximate average salary by contribution assumption: employee only about $314,736 at 4% or $209,824 at 6%; with 50% employer match about $209,824 at 4% or $139,883 at 6%; with 100% employer match about $157,368 at 4% or $104,912 at 6%.
William Tao & Associates Inc. 401K Plan-78$9,023,723$873,976$11,205iApproximate average salary by contribution assumption: employee only about $280,121 at 4% or $186,747 at 6%; with 50% employer match about $186,747 at 4% or $124,498 at 6%; with 100% employer match about $140,060 at 4% or $93,374 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-61$2,422,200$5,000$82iApproximate average salary by contribution assumption: employee only about $2,049 at 4% or $1,366 at 6%; with 50% employer match about $1,366 at 4% or $911 at 6%; with 100% employer match about $1,025 at 4% or $683 at 6%.
William Tao & Associates Inc. Pension Plan-37$722,024$103,000$2,784iApproximate average salary by contribution assumption: employee only about $69,595 at 4% or $46,396 at 6%; with 50% employer match about $46,396 at 4% or $30,931 at 6%; with 100% employer match about $34,797 at 4% or $23,198 at 6%.
2008359$6,335,010$812,859$13,777iApproximate average salary by contribution assumption: employee only about $344,432 at 4% or $229,621 at 6%; with 50% employer match about $229,621 at 4% or $153,081 at 6%; with 100% employer match about $172,216 at 4% or $114,811 at 6%.
William Tao & Associates Inc. 401K Plan-59$6,335,010$812,859$13,777iApproximate average salary by contribution assumption: employee only about $344,432 at 4% or $229,621 at 6%; with 50% employer match about $229,621 at 4% or $153,081 at 6%; with 100% employer match about $172,216 at 4% or $114,811 at 6%.
William Tao & Associates Inc. Pension Plan-23---
William Tao & Associates Inc Employee Stock Ownership Plan-58---
2007358$0$0-
William Tao & Associates Inc Employee Stock Ownership Plan-56---
William Tao & Associates Inc. 401K Plan-58---
William Tao & Associates Inc. Pension Plan-21---
2006456$10,166,969$865,343$15,453iApproximate average salary by contribution assumption: employee only about $386,314 at 4% or $257,543 at 6%; with 50% employer match about $257,543 at 4% or $171,695 at 6%; with 100% employer match about $193,157 at 4% or $128,771 at 6%.
William Tao & Associates Inc. 401K Plan-55$7,475,221$778,343$14,152iApproximate average salary by contribution assumption: employee only about $353,792 at 4% or $235,862 at 6%; with 50% employer match about $235,862 at 4% or $157,241 at 6%; with 100% employer match about $176,896 at 4% or $117,931 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-56$2,206,870$27,000$482iApproximate average salary by contribution assumption: employee only about $12,054 at 4% or $8,036 at 6%; with 50% employer match about $8,036 at 4% or $5,357 at 6%; with 100% employer match about $6,027 at 4% or $4,018 at 6%.
William Tao & Associates Inc. Pension Plan-21$484,878$60,000$2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-56---
2005358$9,425,683$816,593$14,079iApproximate average salary by contribution assumption: employee only about $351,980 at 4% or $234,653 at 6%; with 50% employer match about $234,653 at 4% or $156,435 at 6%; with 100% employer match about $175,990 at 4% or $117,327 at 6%.
William Tao & Associates Inc. 401K Plan-58$6,333,984$749,593$12,924iApproximate average salary by contribution assumption: employee only about $323,100 at 4% or $215,400 at 6%; with 50% employer match about $215,400 at 4% or $143,600 at 6%; with 100% employer match about $161,550 at 4% or $107,700 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-56$2,478,304$5,000$89iApproximate average salary by contribution assumption: employee only about $2,232 at 4% or $1,488 at 6%; with 50% employer match about $1,488 at 4% or $992 at 6%; with 100% employer match about $1,116 at 4% or $744 at 6%.
William Tao & Associates Inc. Pension Plan-25$613,395$62,000$2,480iApproximate average salary by contribution assumption: employee only about $62,000 at 4% or $41,333 at 6%; with 50% employer match about $41,333 at 4% or $27,556 at 6%; with 100% employer match about $31,000 at 4% or $20,667 at 6%.
2004359$8,103,134$896,737$15,199iApproximate average salary by contribution assumption: employee only about $379,973 at 4% or $253,316 at 6%; with 50% employer match about $253,316 at 4% or $168,877 at 6%; with 100% employer match about $189,987 at 4% or $126,658 at 6%.
William Tao & Associates Inc. 401K Plan-59$5,246,844$728,737$12,351iApproximate average salary by contribution assumption: employee only about $308,787 at 4% or $205,858 at 6%; with 50% employer match about $205,858 at 4% or $137,239 at 6%; with 100% employer match about $154,393 at 4% or $102,929 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-55$2,208,888$100,000$1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,727 at 4% or $15,152 at 6%.
William Tao & Associates Inc. Pension Plan-25$647,402$68,000$2,720iApproximate average salary by contribution assumption: employee only about $68,000 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,667 at 6%.
2003359$6,396,646$962,744$16,318iApproximate average salary by contribution assumption: employee only about $407,942 at 4% or $271,962 at 6%; with 50% employer match about $271,962 at 4% or $181,308 at 6%; with 100% employer match about $203,971 at 4% or $135,981 at 6%.
William Tao & Associates Inc. 401K Plan-59$4,006,820$889,744$15,080iApproximate average salary by contribution assumption: employee only about $377,010 at 4% or $251,340 at 6%; with 50% employer match about $251,340 at 4% or $167,560 at 6%; with 100% employer match about $188,505 at 4% or $125,670 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-55$1,842,315$5,000$91iApproximate average salary by contribution assumption: employee only about $2,273 at 4% or $1,515 at 6%; with 50% employer match about $1,515 at 4% or $1,010 at 6%; with 100% employer match about $1,136 at 4% or $758 at 6%.
William Tao & Associates Inc. Pension Plan-25$547,511$68,000$2,720iApproximate average salary by contribution assumption: employee only about $68,000 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,667 at 6%.
2002355$2,773,507$624,776$11,360iApproximate average salary by contribution assumption: employee only about $283,989 at 4% or $189,326 at 6%; with 50% employer match about $189,326 at 4% or $126,217 at 6%; with 100% employer match about $141,995 at 4% or $94,663 at 6%.
William Tao & Associates Inc. 401K Plan-55$2,359,295$564,776$10,269iApproximate average salary by contribution assumption: employee only about $256,716 at 4% or $171,144 at 6%; with 50% employer match about $171,144 at 4% or $114,096 at 6%; with 100% employer match about $128,358 at 4% or $85,572 at 6%.
William Tao & Associates Inc. Pension Plan-24$414,212$60,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-54---
2001347$1,764,501$38,765$825iApproximate average salary by contribution assumption: employee only about $20,620 at 4% or $13,746 at 6%; with 50% employer match about $13,746 at 4% or $9,164 at 6%; with 100% employer match about $10,310 at 4% or $6,873 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-47$1,764,501$38,765$825iApproximate average salary by contribution assumption: employee only about $20,620 at 4% or $13,746 at 6%; with 50% employer match about $13,746 at 4% or $9,164 at 6%; with 100% employer match about $10,310 at 4% or $6,873 at 6%.
William Tao & Associates Inc. Pension Plan-25---
William Tao & Associates Inc. 401K Plan-43---
2000347$3,842,841$437,258$9,303iApproximate average salary by contribution assumption: employee only about $232,584 at 4% or $155,056 at 6%; with 50% employer match about $155,056 at 4% or $103,371 at 6%; with 100% employer match about $116,292 at 4% or $77,528 at 6%.
William Tao & Associates Inc. 401K Plan-44$1,997,647$385,258$8,756iApproximate average salary by contribution assumption: employee only about $218,897 at 4% or $145,931 at 6%; with 50% employer match about $145,931 at 4% or $97,287 at 6%; with 100% employer match about $109,448 at 4% or $72,966 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-47$1,456,027--
William Tao & Associates Inc. Pension Plan-25$389,167$52,000$2,080iApproximate average salary by contribution assumption: employee only about $52,000 at 4% or $34,667 at 6%; with 50% employer match about $34,667 at 4% or $23,111 at 6%; with 100% employer match about $26,000 at 4% or $17,333 at 6%.
1999347$3,234,370$275,820$5,869iApproximate average salary by contribution assumption: employee only about $146,713 at 4% or $97,809 at 6%; with 50% employer match about $97,809 at 4% or $65,206 at 6%; with 100% employer match about $73,356 at 4% or $48,904 at 6%.
William Tao & Associates Inc. 401K Plan-47$1,667,656$214,820$4,571iApproximate average salary by contribution assumption: employee only about $114,266 at 4% or $76,177 at 6%; with 50% employer match about $76,177 at 4% or $50,785 at 6%; with 100% employer match about $57,133 at 4% or $38,089 at 6%.
William Tao & Associates Inc Employee Stock Ownership Plan-47$1,199,482$5,000$106iApproximate average salary by contribution assumption: employee only about $2,660 at 4% or $1,773 at 6%; with 50% employer match about $1,773 at 4% or $1,182 at 6%; with 100% employer match about $1,330 at 4% or $887 at 6%.
William Tao & Associates Inc. Pension Plan-28$367,232$56,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.