IRS
Plan context: Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust
EIN 43-1428698 • St Louis, MO • 29 filings • 14 plans
Current Snapshot
Latest Year
2022
2022 Participants
1
2022 Assets
$252,912
2022 Contributions
$28,811
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 0 | $0 | - | - |
| 2021 | 1 | 1 | $252,912 | $0 | - |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 1 | $252,912 | - | - |
| 2020 | 1 | 2 | $424,969 | $28,811 | $14,406iApproximate average salary by contribution assumption: employee only about $360,138 at 4% or $240,092 at 6%; with 50% employer match about $240,092 at 4% or $160,061 at 6%; with 100% employer match about $180,069 at 4% or $120,046 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 2 | $424,969 | $28,811 | $14,406iApproximate average salary by contribution assumption: employee only about $360,138 at 4% or $240,092 at 6%; with 50% employer match about $240,092 at 4% or $160,061 at 6%; with 100% employer match about $180,069 at 4% or $120,046 at 6%. |
| 2019 | 1 | 3 | $337,403 | $56,813 | $18,938iApproximate average salary by contribution assumption: employee only about $473,442 at 4% or $315,628 at 6%; with 50% employer match about $315,628 at 4% or $210,419 at 6%; with 100% employer match about $236,721 at 4% or $157,814 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $337,403 | $56,813 | $18,938iApproximate average salary by contribution assumption: employee only about $473,442 at 4% or $315,628 at 6%; with 50% employer match about $315,628 at 4% or $210,419 at 6%; with 100% employer match about $236,721 at 4% or $157,814 at 6%. |
| 2018 | 1 | 3 | $233,239 | $54,997 | $18,332iApproximate average salary by contribution assumption: employee only about $458,308 at 4% or $305,539 at 6%; with 50% employer match about $305,539 at 4% or $203,693 at 6%; with 100% employer match about $229,154 at 4% or $152,769 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $233,239 | $54,997 | $18,332iApproximate average salary by contribution assumption: employee only about $458,308 at 4% or $305,539 at 6%; with 50% employer match about $305,539 at 4% or $203,693 at 6%; with 100% employer match about $229,154 at 4% or $152,769 at 6%. |
| 2017 | 1 | 3 | $208,654 | $54,656 | $18,219iApproximate average salary by contribution assumption: employee only about $455,467 at 4% or $303,644 at 6%; with 50% employer match about $303,644 at 4% or $202,430 at 6%; with 100% employer match about $227,733 at 4% or $151,822 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $208,654 | $54,656 | $18,219iApproximate average salary by contribution assumption: employee only about $455,467 at 4% or $303,644 at 6%; with 50% employer match about $303,644 at 4% or $202,430 at 6%; with 100% employer match about $227,733 at 4% or $151,822 at 6%. |
| 2016 | 1 | 3 | $199,828 | $54,543 | $18,181iApproximate average salary by contribution assumption: employee only about $454,525 at 4% or $303,017 at 6%; with 50% employer match about $303,017 at 4% or $202,011 at 6%; with 100% employer match about $227,263 at 4% or $151,508 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $199,828 | $54,543 | $18,181iApproximate average salary by contribution assumption: employee only about $454,525 at 4% or $303,017 at 6%; with 50% employer match about $303,017 at 4% or $202,011 at 6%; with 100% employer match about $227,263 at 4% or $151,508 at 6%. |
| 2015 | 1 | 2 | $141,620 | $36,741 | $18,371iApproximate average salary by contribution assumption: employee only about $459,263 at 4% or $306,175 at 6%; with 50% employer match about $306,175 at 4% or $204,117 at 6%; with 100% employer match about $229,631 at 4% or $153,088 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 2 | $141,620 | $36,741 | $18,371iApproximate average salary by contribution assumption: employee only about $459,263 at 4% or $306,175 at 6%; with 50% employer match about $306,175 at 4% or $204,117 at 6%; with 100% employer match about $229,631 at 4% or $153,088 at 6%. |
| 2014 | 1 | 3 | $88,101 | $32,039 | $10,680iApproximate average salary by contribution assumption: employee only about $266,992 at 4% or $177,994 at 6%; with 50% employer match about $177,994 at 4% or $118,663 at 6%; with 100% employer match about $133,496 at 4% or $88,997 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $88,101 | $32,039 | $10,680iApproximate average salary by contribution assumption: employee only about $266,992 at 4% or $177,994 at 6%; with 50% employer match about $177,994 at 4% or $118,663 at 6%; with 100% employer match about $133,496 at 4% or $88,997 at 6%. |
| 2013 | 1 | 3 | $86,492 | $13,763 | $4,588iApproximate average salary by contribution assumption: employee only about $114,692 at 4% or $76,461 at 6%; with 50% employer match about $76,461 at 4% or $50,974 at 6%; with 100% employer match about $57,346 at 4% or $38,231 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $86,492 | $13,763 | $4,588iApproximate average salary by contribution assumption: employee only about $114,692 at 4% or $76,461 at 6%; with 50% employer match about $76,461 at 4% or $50,974 at 6%; with 100% employer match about $57,346 at 4% or $38,231 at 6%. |
| 2012 | 1 | 3 | $103,078 | $5,078 | $1,693iApproximate average salary by contribution assumption: employee only about $42,317 at 4% or $28,211 at 6%; with 50% employer match about $28,211 at 4% or $18,807 at 6%; with 100% employer match about $21,158 at 4% or $14,106 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $103,078 | $5,078 | $1,693iApproximate average salary by contribution assumption: employee only about $42,317 at 4% or $28,211 at 6%; with 50% employer match about $28,211 at 4% or $18,807 at 6%; with 100% employer match about $21,158 at 4% or $14,106 at 6%. |
| 2011 | 1 | 3 | $159,241 | $8,956 | $2,985iApproximate average salary by contribution assumption: employee only about $74,633 at 4% or $49,756 at 6%; with 50% employer match about $49,756 at 4% or $33,170 at 6%; with 100% employer match about $37,317 at 4% or $24,878 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $159,241 | $8,956 | $2,985iApproximate average salary by contribution assumption: employee only about $74,633 at 4% or $49,756 at 6%; with 50% employer match about $49,756 at 4% or $33,170 at 6%; with 100% employer match about $37,317 at 4% or $24,878 at 6%. |
| 2010 | 1 | 3 | $152,399 | $16,886 | $5,629iApproximate average salary by contribution assumption: employee only about $140,717 at 4% or $93,811 at 6%; with 50% employer match about $93,811 at 4% or $62,541 at 6%; with 100% employer match about $70,358 at 4% or $46,906 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $152,399 | $16,886 | $5,629iApproximate average salary by contribution assumption: employee only about $140,717 at 4% or $93,811 at 6%; with 50% employer match about $93,811 at 4% or $62,541 at 6%; with 100% employer match about $70,358 at 4% or $46,906 at 6%. |
| 2009 | 1 | 3 | $132,361 | $28,404 | $9,468iApproximate average salary by contribution assumption: employee only about $236,700 at 4% or $157,800 at 6%; with 50% employer match about $157,800 at 4% or $105,200 at 6%; with 100% employer match about $118,350 at 4% or $78,900 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $132,361 | $28,404 | $9,468iApproximate average salary by contribution assumption: employee only about $236,700 at 4% or $157,800 at 6%; with 50% employer match about $157,800 at 4% or $105,200 at 6%; with 100% employer match about $118,350 at 4% or $78,900 at 6%. |
| 2008 | 1 | 4 | $82,271 | $16,165 | $4,041iApproximate average salary by contribution assumption: employee only about $101,031 at 4% or $67,354 at 6%; with 50% employer match about $67,354 at 4% or $44,903 at 6%; with 100% employer match about $50,516 at 4% or $33,677 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 4 | $82,271 | $16,165 | $4,041iApproximate average salary by contribution assumption: employee only about $101,031 at 4% or $67,354 at 6%; with 50% employer match about $67,354 at 4% or $44,903 at 6%; with 100% employer match about $50,516 at 4% or $33,677 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 4 | - | - | - |
| 2006 | 1 | 3 | $88,652 | $16,609 | $5,536iApproximate average salary by contribution assumption: employee only about $138,408 at 4% or $92,272 at 6%; with 50% employer match about $92,272 at 4% or $61,515 at 6%; with 100% employer match about $69,204 at 4% or $46,136 at 6%. |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 3 | $88,652 | $16,609 | $5,536iApproximate average salary by contribution assumption: employee only about $138,408 at 4% or $92,272 at 6%; with 50% employer match about $92,272 at 4% or $61,515 at 6%; with 100% employer match about $69,204 at 4% or $46,136 at 6%. |
| 2005 | 2 | 1 | $204,948 | $3,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Michael J Sommers & Associates PC Money Purchase Plan & Trust | - | 1 | $142,684 | - | - |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 1 | $62,264 | $3,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2004 | 2 | 2 | $365,471 | $30,274 | $15,137iApproximate average salary by contribution assumption: employee only about $378,425 at 4% or $252,283 at 6%; with 50% employer match about $252,283 at 4% or $168,189 at 6%; with 100% employer match about $189,213 at 4% or $126,142 at 6%. |
| Michael J Sommers & Associates PC Money Purchase Plan & Trust | - | 1 | $279,621 | - | - |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 2 | $85,850 | $30,274 | $15,137iApproximate average salary by contribution assumption: employee only about $378,425 at 4% or $252,283 at 6%; with 50% employer match about $252,283 at 4% or $168,189 at 6%; with 100% employer match about $189,213 at 4% or $126,142 at 6%. |
| 2003 | 2 | 2 | $400,465 | $50,605 | $25,303iApproximate average salary by contribution assumption: employee only about $632,563 at 4% or $421,708 at 6%; with 50% employer match about $421,708 at 4% or $281,139 at 6%; with 100% employer match about $316,281 at 4% or $210,854 at 6%. |
| Michael J Sommers & Associates PC Money Purchase Plan & Trust | - | 2 | $348,223 | - | - |
| Advanced Tax Strategies PC. Profit Sharing 401(K) Plan & Trust | - | 2 | $52,242 | $50,605 | $25,303iApproximate average salary by contribution assumption: employee only about $632,563 at 4% or $421,708 at 6%; with 50% employer match about $421,708 at 4% or $281,139 at 6%; with 100% employer match about $316,281 at 4% or $210,854 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Michael J Sommers & Associates PC Money Purchase Plan & Trust | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Michael J Sommers & Associates PC Money Purchase Plan & Trust | - | 2 | - | - | - |
| 2000 | 2 | 2 | $381,530 | $15,278 | $7,639iApproximate average salary by contribution assumption: employee only about $190,975 at 4% or $127,317 at 6%; with 50% employer match about $127,317 at 4% or $84,878 at 6%; with 100% employer match about $95,488 at 4% or $63,658 at 6%. |
| Michael J Sommers & Associates PC Money Purchase Plan & Trust | - | 2 | $381,530 | $15,278 | $7,639iApproximate average salary by contribution assumption: employee only about $190,975 at 4% or $127,317 at 6%; with 50% employer match about $127,317 at 4% or $84,878 at 6%; with 100% employer match about $95,488 at 4% or $63,658 at 6%. |
| Michael J. Sommers & Associates PC Retirement Plan & Trust | - | 0 | - | - | - |
| 1999 | 2 | 0 | $365,639 | $34,248 | - |
| Michael J Sommers & Associates PC Money Purchase Plan & Trust | - | 0 | $296,860 | $16,108 | - |
| Michael J. Sommers & Associates PC Retirement Plan & Trust | - | 0 | $68,779 | $18,140 | - |