Civic Intelligence

Satterwhite Taddeo PC

Plan context: Satterwhite Taddeo PC. 401K

EIN 45-4454703 • Richmond, VA • 14 filings • 2 plans

7231 Forest AvenueSuite 301Richmond, VA 23226
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$3,528,494

2025 Contributions

$113,033

Historical Graphs

Total Assets Over Time

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

$3,528,494$1,764,247$0201220192025YearValue
$3,528,494Latest year 2025

Participants Over Time

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

1050201220192025YearValue
10Latest 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
2025110$3,528,494$113,033$11,303iApproximate average salary by contribution assumption: employee only about $282,583 at 4% or $188,388 at 6%; with 50% employer match about $188,388 at 4% or $125,592 at 6%; with 100% employer match about $141,291 at 4% or $94,194 at 6%.
Satterwhite Taddeo PC. 401K-10$3,528,494$113,033$11,303iApproximate average salary by contribution assumption: employee only about $282,583 at 4% or $188,388 at 6%; with 50% employer match about $188,388 at 4% or $125,592 at 6%; with 100% employer match about $141,291 at 4% or $94,194 at 6%.
202418$3,000,525$107,796$13,475iApproximate average salary by contribution assumption: employee only about $336,863 at 4% or $224,575 at 6%; with 50% employer match about $224,575 at 4% or $149,717 at 6%; with 100% employer match about $168,431 at 4% or $112,288 at 6%.
Satterwhite Taddeo PC. 401K-8$3,000,525$107,796$13,475iApproximate average salary by contribution assumption: employee only about $336,863 at 4% or $224,575 at 6%; with 50% employer match about $224,575 at 4% or $149,717 at 6%; with 100% employer match about $168,431 at 4% or $112,288 at 6%.
2023110$2,956,303$102,785$10,279iApproximate average salary by contribution assumption: employee only about $256,963 at 4% or $171,308 at 6%; with 50% employer match about $171,308 at 4% or $114,206 at 6%; with 100% employer match about $128,481 at 4% or $85,654 at 6%.
Satterwhite Taddeo PC. 401K-10$2,956,303$102,785$10,279iApproximate average salary by contribution assumption: employee only about $256,963 at 4% or $171,308 at 6%; with 50% employer match about $171,308 at 4% or $114,206 at 6%; with 100% employer match about $128,481 at 4% or $85,654 at 6%.
2022110$2,470,483$109,750$10,975iApproximate average salary by contribution assumption: employee only about $274,375 at 4% or $182,917 at 6%; with 50% employer match about $182,917 at 4% or $121,944 at 6%; with 100% employer match about $137,188 at 4% or $91,458 at 6%.
Satterwhite Taddeo PC. 401K-10$2,470,483$109,750$10,975iApproximate average salary by contribution assumption: employee only about $274,375 at 4% or $182,917 at 6%; with 50% employer match about $182,917 at 4% or $121,944 at 6%; with 100% employer match about $137,188 at 4% or $91,458 at 6%.
202118$3,113,580$113,396$14,175iApproximate average salary by contribution assumption: employee only about $354,363 at 4% or $236,242 at 6%; with 50% employer match about $236,242 at 4% or $157,494 at 6%; with 100% employer match about $177,181 at 4% or $118,121 at 6%.
Satterwhite Taddeo PC. 401K-8$3,113,580$113,396$14,175iApproximate average salary by contribution assumption: employee only about $354,363 at 4% or $236,242 at 6%; with 50% employer match about $236,242 at 4% or $157,494 at 6%; with 100% employer match about $177,181 at 4% or $118,121 at 6%.
202018$2,696,469$135,491$16,936iApproximate average salary by contribution assumption: employee only about $423,409 at 4% or $282,273 at 6%; with 50% employer match about $282,273 at 4% or $188,182 at 6%; with 100% employer match about $211,705 at 4% or $141,136 at 6%.
Satterwhite Taddeo PC. 401K-8$2,696,469$135,491$16,936iApproximate average salary by contribution assumption: employee only about $423,409 at 4% or $282,273 at 6%; with 50% employer match about $282,273 at 4% or $188,182 at 6%; with 100% employer match about $211,705 at 4% or $141,136 at 6%.
201919$2,270,900$1,139,293$126,588iApproximate average salary by contribution assumption: employee only about $3,164,703 at 4% or $2,109,802 at 6%; with 50% employer match about $2,109,802 at 4% or $1,406,535 at 6%; with 100% employer match about $1,582,351 at 4% or $1,054,901 at 6%.
Satterwhite Taddeo PC. 401K-9$2,270,900$1,139,293$126,588iApproximate average salary by contribution assumption: employee only about $3,164,703 at 4% or $2,109,802 at 6%; with 50% employer match about $2,109,802 at 4% or $1,406,535 at 6%; with 100% employer match about $1,582,351 at 4% or $1,054,901 at 6%.
201818$958,537$94,475$11,809iApproximate average salary by contribution assumption: employee only about $295,234 at 4% or $196,823 at 6%; with 50% employer match about $196,823 at 4% or $131,215 at 6%; with 100% employer match about $147,617 at 4% or $98,411 at 6%.
Satterwhite Taddeo PC. 401K-8$958,537$94,475$11,809iApproximate average salary by contribution assumption: employee only about $295,234 at 4% or $196,823 at 6%; with 50% employer match about $196,823 at 4% or $131,215 at 6%; with 100% employer match about $147,617 at 4% or $98,411 at 6%.
201719$1,024,287$128,242$14,249iApproximate average salary by contribution assumption: employee only about $356,228 at 4% or $237,485 at 6%; with 50% employer match about $237,485 at 4% or $158,323 at 6%; with 100% employer match about $178,114 at 4% or $118,743 at 6%.
Satterwhite Taddeo PC. 401K-9$1,024,287$128,242$14,249iApproximate average salary by contribution assumption: employee only about $356,228 at 4% or $237,485 at 6%; with 50% employer match about $237,485 at 4% or $158,323 at 6%; with 100% employer match about $178,114 at 4% or $118,743 at 6%.
201619$739,601$146,905$16,323iApproximate average salary by contribution assumption: employee only about $408,069 at 4% or $272,046 at 6%; with 50% employer match about $272,046 at 4% or $181,364 at 6%; with 100% employer match about $204,035 at 4% or $136,023 at 6%.
Satterwhite Taddeo PC. 401K-9$739,601$146,905$16,323iApproximate average salary by contribution assumption: employee only about $408,069 at 4% or $272,046 at 6%; with 50% employer match about $272,046 at 4% or $181,364 at 6%; with 100% employer match about $204,035 at 4% or $136,023 at 6%.
201518$536,448$107,699$13,462iApproximate average salary by contribution assumption: employee only about $336,559 at 4% or $224,373 at 6%; with 50% employer match about $224,373 at 4% or $149,582 at 6%; with 100% employer match about $168,280 at 4% or $112,186 at 6%.
Satterwhite Taddeo PC. 401K-8$536,448$107,699$13,462iApproximate average salary by contribution assumption: employee only about $336,559 at 4% or $224,373 at 6%; with 50% employer match about $224,373 at 4% or $149,582 at 6%; with 100% employer match about $168,280 at 4% or $112,186 at 6%.
201419$438,985$275,357$30,595iApproximate average salary by contribution assumption: employee only about $764,881 at 4% or $509,920 at 6%; with 50% employer match about $509,920 at 4% or $339,947 at 6%; with 100% employer match about $382,440 at 4% or $254,960 at 6%.
Satterwhite Taddeo PC. 401K-9$438,985$275,357$30,595iApproximate average salary by contribution assumption: employee only about $764,881 at 4% or $509,920 at 6%; with 50% employer match about $509,920 at 4% or $339,947 at 6%; with 100% employer match about $382,440 at 4% or $254,960 at 6%.
201319$149,941$91,636$10,182iApproximate average salary by contribution assumption: employee only about $254,544 at 4% or $169,696 at 6%; with 50% employer match about $169,696 at 4% or $113,131 at 6%; with 100% employer match about $127,272 at 4% or $84,848 at 6%.
Satterwhite Taddeo PC. 401K-9$149,941$91,636$10,182iApproximate average salary by contribution assumption: employee only about $254,544 at 4% or $169,696 at 6%; with 50% employer match about $169,696 at 4% or $113,131 at 6%; with 100% employer match about $127,272 at 4% or $84,848 at 6%.
201218$37,824$36,821$4,603iApproximate average salary by contribution assumption: employee only about $115,066 at 4% or $76,710 at 6%; with 50% employer match about $76,710 at 4% or $51,140 at 6%; with 100% employer match about $57,533 at 4% or $38,355 at 6%.
Satterwhite Taddeo PC. 401K-8$37,824$36,821$4,603iApproximate average salary by contribution assumption: employee only about $115,066 at 4% or $76,710 at 6%; with 50% employer match about $76,710 at 4% or $51,140 at 6%; with 100% employer match about $57,533 at 4% or $38,355 at 6%.