Civic Intelligence

Tao Consulting LLC

Plan context: Tao Consulting LLC Retirement Trust

EIN 46-3020515 • Lincoln, RI • 4 filings • 1 plans

5 Boxwood RdLincoln, RI 02865
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$702,318

2018 Contributions

$110,875

Historical Graphs

Total Assets Over Time

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

$702,318$351,159$0201520172018YearValue
$702,318Latest year 2018

Participants Over Time

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

320201520172018YearValue
3Latest year 2018

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
201813$702,318$110,875$36,958iApproximate average salary by contribution assumption: employee only about $923,958 at 4% or $615,972 at 6%; with 50% employer match about $615,972 at 4% or $410,648 at 6%; with 100% employer match about $461,979 at 4% or $307,986 at 6%.
Tao Consulting LLC Retirement Trust-3$702,318$110,875$36,958iApproximate average salary by contribution assumption: employee only about $923,958 at 4% or $615,972 at 6%; with 50% employer match about $615,972 at 4% or $410,648 at 6%; with 100% employer match about $461,979 at 4% or $307,986 at 6%.
201713$637,530$99,775$33,258iApproximate average salary by contribution assumption: employee only about $831,458 at 4% or $554,306 at 6%; with 50% employer match about $554,306 at 4% or $369,537 at 6%; with 100% employer match about $415,729 at 4% or $277,153 at 6%.
Tao Consulting LLC Retirement Trust-3$637,530$99,775$33,258iApproximate average salary by contribution assumption: employee only about $831,458 at 4% or $554,306 at 6%; with 50% employer match about $554,306 at 4% or $369,537 at 6%; with 100% employer match about $415,729 at 4% or $277,153 at 6%.
201613$447,871$143,850$47,950iApproximate average salary by contribution assumption: employee only about $1,198,750 at 4% or $799,167 at 6%; with 50% employer match about $799,167 at 4% or $532,778 at 6%; with 100% employer match about $599,375 at 4% or $399,583 at 6%.
Tao Consulting LLC Retirement Trust-3$447,871$143,850$47,950iApproximate average salary by contribution assumption: employee only about $1,198,750 at 4% or $799,167 at 6%; with 50% employer match about $799,167 at 4% or $532,778 at 6%; with 100% employer match about $599,375 at 4% or $399,583 at 6%.
201513$274,756$90,958$30,319iApproximate average salary by contribution assumption: employee only about $757,983 at 4% or $505,322 at 6%; with 50% employer match about $505,322 at 4% or $336,881 at 6%; with 100% employer match about $378,992 at 4% or $252,661 at 6%.
Tao Consulting LLC Retirement Trust-3$274,756$90,958$30,319iApproximate average salary by contribution assumption: employee only about $757,983 at 4% or $505,322 at 6%; with 50% employer match about $505,322 at 4% or $336,881 at 6%; with 100% employer match about $378,992 at 4% or $252,661 at 6%.