Tax Insights LLC
Plan context: Tax Insights 401(K) Plan
EIN 46-1378726 • Rochester, NY • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$678,418
2025 Contributions
$52,844
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $678,418 | $52,844 | $52,844iApproximate average salary by contribution assumption: employee only about $1,321,100 at 4% or $880,733 at 6%; with 50% employer match about $880,733 at 4% or $587,156 at 6%; with 100% employer match about $660,550 at 4% or $440,367 at 6%. |
| Tax Insights 401(K) Plan | - | 1 | $678,418 | $52,844 | $52,844iApproximate average salary by contribution assumption: employee only about $1,321,100 at 4% or $880,733 at 6%; with 50% employer match about $880,733 at 4% or $587,156 at 6%; with 100% employer match about $660,550 at 4% or $440,367 at 6%. |
| 2024 | 1 | 1 | $627,110 | $41,543 | $41,543iApproximate average salary by contribution assumption: employee only about $1,038,575 at 4% or $692,383 at 6%; with 50% employer match about $692,383 at 4% or $461,589 at 6%; with 100% employer match about $519,288 at 4% or $346,192 at 6%. |
| Tax Insights 401(K) Plan | - | 1 | $627,110 | $41,543 | $41,543iApproximate average salary by contribution assumption: employee only about $1,038,575 at 4% or $692,383 at 6%; with 50% employer match about $692,383 at 4% or $461,589 at 6%; with 100% employer match about $519,288 at 4% or $346,192 at 6%. |