Civic Intelligence

TAX & ACCOUNTING SOLUTIONS LLC

Plan context: TAX & ACCOUNTING SOLUTIONS 401(K) PLAN

EIN 46-3403498 • Santa Fe, NM • 4 filings • 1 plans

1225 S Saint Francis Dr Ste CSanta Fe, NM 87505
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$822,433

2025 Contributions

$138,626

Historical Graphs

Total Assets Over Time

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

$822,433$411,217$0202220242025YearValue
$822,433Latest year 2025

Participants Over Time

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

840202220242025YearValue
8Latest 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
202518$822,433$138,626$17,328iApproximate average salary by contribution assumption: employee only about $433,206 at 4% or $288,804 at 6%; with 50% employer match about $288,804 at 4% or $192,536 at 6%; with 100% employer match about $216,603 at 4% or $144,402 at 6%.
TAX & ACCOUNTING SOLUTIONS 401(K) PLAN-8$822,433$138,626$17,328iApproximate average salary by contribution assumption: employee only about $433,206 at 4% or $288,804 at 6%; with 50% employer match about $288,804 at 4% or $192,536 at 6%; with 100% employer match about $216,603 at 4% or $144,402 at 6%.
202418$567,257$135,279$16,910iApproximate average salary by contribution assumption: employee only about $422,747 at 4% or $281,831 at 6%; with 50% employer match about $281,831 at 4% or $187,888 at 6%; with 100% employer match about $211,373 at 4% or $140,916 at 6%.
TAX & ACCOUNTING SOLUTIONS 401(K) PLAN-8$567,257$135,279$16,910iApproximate average salary by contribution assumption: employee only about $422,747 at 4% or $281,831 at 6%; with 50% employer match about $281,831 at 4% or $187,888 at 6%; with 100% employer match about $211,373 at 4% or $140,916 at 6%.
202317$359,784$244,153$34,879iApproximate average salary by contribution assumption: employee only about $871,975 at 4% or $581,317 at 6%; with 50% employer match about $581,317 at 4% or $387,544 at 6%; with 100% employer match about $435,988 at 4% or $290,658 at 6%.
TAX & ACCOUNTING SOLUTIONS 401(K) PLAN-7$359,784$244,153$34,879iApproximate average salary by contribution assumption: employee only about $871,975 at 4% or $581,317 at 6%; with 50% employer match about $581,317 at 4% or $387,544 at 6%; with 100% employer match about $435,988 at 4% or $290,658 at 6%.
202213$69,772$72,931$24,310iApproximate average salary by contribution assumption: employee only about $607,758 at 4% or $405,172 at 6%; with 50% employer match about $405,172 at 4% or $270,115 at 6%; with 100% employer match about $303,879 at 4% or $202,586 at 6%.
TAX & ACCOUNTING SOLUTIONS 401(K) PLAN-3$69,772$72,931$24,310iApproximate average salary by contribution assumption: employee only about $607,758 at 4% or $405,172 at 6%; with 50% employer match about $405,172 at 4% or $270,115 at 6%; with 100% employer match about $303,879 at 4% or $202,586 at 6%.