Civic Intelligence

Versatax Consulting Inc.

Plan context: Versatax Consulting Retirement Plan

EIN 45-4085817 • Mission Viejo, CA • 11 filings • 1 plans

23052 Alicia Parkway, H372Mission Viejo, CA 92692
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,427,615

2025 Contributions

$124,495

Historical Graphs

Total Assets Over Time

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

$1,427,615$713,808$0201520202025YearValue
$1,427,615Latest year 2025

Participants Over Time

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

740201520202025YearValue
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$1,427,615$124,495$20,749iApproximate average salary by contribution assumption: employee only about $518,729 at 4% or $345,819 at 6%; with 50% employer match about $345,819 at 4% or $230,546 at 6%; with 100% employer match about $259,365 at 4% or $172,910 at 6%.
Versatax Consulting Retirement Plan-6$1,427,615$124,495$20,749iApproximate average salary by contribution assumption: employee only about $518,729 at 4% or $345,819 at 6%; with 50% employer match about $345,819 at 4% or $230,546 at 6%; with 100% employer match about $259,365 at 4% or $172,910 at 6%.
202416$1,128,248$112,310$18,718iApproximate average salary by contribution assumption: employee only about $467,958 at 4% or $311,972 at 6%; with 50% employer match about $311,972 at 4% or $207,981 at 6%; with 100% employer match about $233,979 at 4% or $155,986 at 6%.
Versatax Consulting Retirement Plan-6$1,128,248$112,310$18,718iApproximate average salary by contribution assumption: employee only about $467,958 at 4% or $311,972 at 6%; with 50% employer match about $311,972 at 4% or $207,981 at 6%; with 100% employer match about $233,979 at 4% or $155,986 at 6%.
202317$928,600$123,937$17,705iApproximate average salary by contribution assumption: employee only about $442,632 at 4% or $295,088 at 6%; with 50% employer match about $295,088 at 4% or $196,725 at 6%; with 100% employer match about $221,316 at 4% or $147,544 at 6%.
Versatax Consulting Retirement Plan-7$928,600$123,937$17,705iApproximate average salary by contribution assumption: employee only about $442,632 at 4% or $295,088 at 6%; with 50% employer match about $295,088 at 4% or $196,725 at 6%; with 100% employer match about $221,316 at 4% or $147,544 at 6%.
202216$727,406$47,743$7,957iApproximate average salary by contribution assumption: employee only about $198,929 at 4% or $132,619 at 6%; with 50% employer match about $132,619 at 4% or $88,413 at 6%; with 100% employer match about $99,465 at 4% or $66,310 at 6%.
Versatax Consulting Retirement Plan-6$727,406$47,743$7,957iApproximate average salary by contribution assumption: employee only about $198,929 at 4% or $132,619 at 6%; with 50% employer match about $132,619 at 4% or $88,413 at 6%; with 100% employer match about $99,465 at 4% or $66,310 at 6%.
202114$796,754$112,261$28,065iApproximate average salary by contribution assumption: employee only about $701,631 at 4% or $467,754 at 6%; with 50% employer match about $467,754 at 4% or $311,836 at 6%; with 100% employer match about $350,816 at 4% or $233,877 at 6%.
Versatax Consulting Retirement Plan-4$796,754$112,261$28,065iApproximate average salary by contribution assumption: employee only about $701,631 at 4% or $467,754 at 6%; with 50% employer match about $467,754 at 4% or $311,836 at 6%; with 100% employer match about $350,816 at 4% or $233,877 at 6%.
202013$656,738$161,444$53,815iApproximate average salary by contribution assumption: employee only about $1,345,367 at 4% or $896,911 at 6%; with 50% employer match about $896,911 at 4% or $597,941 at 6%; with 100% employer match about $672,683 at 4% or $448,456 at 6%.
Versatax Consulting Retirement Plan-3$656,738$161,444$53,815iApproximate average salary by contribution assumption: employee only about $1,345,367 at 4% or $896,911 at 6%; with 50% employer match about $896,911 at 4% or $597,941 at 6%; with 100% employer match about $672,683 at 4% or $448,456 at 6%.
201913$455,418$134,345$44,782iApproximate average salary by contribution assumption: employee only about $1,119,542 at 4% or $746,361 at 6%; with 50% employer match about $746,361 at 4% or $497,574 at 6%; with 100% employer match about $559,771 at 4% or $373,181 at 6%.
Versatax Consulting Retirement Plan-3$455,418$134,345$44,782iApproximate average salary by contribution assumption: employee only about $1,119,542 at 4% or $746,361 at 6%; with 50% employer match about $746,361 at 4% or $497,574 at 6%; with 100% employer match about $559,771 at 4% or $373,181 at 6%.
201813$277,629$148,589$49,530iApproximate average salary by contribution assumption: employee only about $1,238,242 at 4% or $825,494 at 6%; with 50% employer match about $825,494 at 4% or $550,330 at 6%; with 100% employer match about $619,121 at 4% or $412,747 at 6%.
Versatax Consulting Retirement Plan-3$277,629$148,589$49,530iApproximate average salary by contribution assumption: employee only about $1,238,242 at 4% or $825,494 at 6%; with 50% employer match about $825,494 at 4% or $550,330 at 6%; with 100% employer match about $619,121 at 4% or $412,747 at 6%.
201713$146,170$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Versatax Consulting Retirement Plan-3$146,170$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
201613$119,054$106,594$35,531iApproximate average salary by contribution assumption: employee only about $888,283 at 4% or $592,189 at 6%; with 50% employer match about $592,189 at 4% or $394,793 at 6%; with 100% employer match about $444,142 at 4% or $296,094 at 6%.
Versatax Consulting Retirement Plan-3$119,054$106,594$35,531iApproximate average salary by contribution assumption: employee only about $888,283 at 4% or $592,189 at 6%; with 50% employer match about $592,189 at 4% or $394,793 at 6%; with 100% employer match about $444,142 at 4% or $296,094 at 6%.
201513$7,870$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Versatax Consulting Retirement Plan-3$7,870$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.