Civic Intelligence

Taylor Wealth Management Partners LLC

Plan context: Taylor Wealth Management Partners LLC 401K Plan

EIN 46-4499534 • Boston, MA • 8 filings • 2 plans

50 Federal StreetBoston, MA 02110
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$1,873,696

2021 Contributions

$60,032

Historical Graphs

Total Assets Over Time

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

$2,376,344$1,188,172$0201420172020YearValue
$1,873,696Latest year 2020

Participants Over Time

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

950201420172020YearValue
7Latest year 2020

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
202110$0$60,032-
Taylor Wealth Management Partners LLC 401K Plan-0$0$60,032-
202017$1,873,696$136,221$19,460iApproximate average salary by contribution assumption: employee only about $486,504 at 4% or $324,336 at 6%; with 50% employer match about $324,336 at 4% or $216,224 at 6%; with 100% employer match about $243,252 at 4% or $162,168 at 6%.
Taylor Wealth Management Partners LLC 401K Plan-7$1,873,696$136,221$19,460iApproximate average salary by contribution assumption: employee only about $486,504 at 4% or $324,336 at 6%; with 50% employer match about $324,336 at 4% or $216,224 at 6%; with 100% employer match about $243,252 at 4% or $162,168 at 6%.
201915$1,399,642$109,207$21,841iApproximate average salary by contribution assumption: employee only about $546,035 at 4% or $364,023 at 6%; with 50% employer match about $364,023 at 4% or $242,682 at 6%; with 100% employer match about $273,018 at 4% or $182,012 at 6%.
Taylor Wealth Management Partners LLC 401K Plan-5$1,399,642$109,207$21,841iApproximate average salary by contribution assumption: employee only about $546,035 at 4% or $364,023 at 6%; with 50% employer match about $364,023 at 4% or $242,682 at 6%; with 100% employer match about $273,018 at 4% or $182,012 at 6%.
201816$2,207,852$103,211$17,202iApproximate average salary by contribution assumption: employee only about $430,046 at 4% or $286,697 at 6%; with 50% employer match about $286,697 at 4% or $191,131 at 6%; with 100% employer match about $215,023 at 4% or $143,349 at 6%.
Taylor Wealth Management Partners LLC 401K Plan-6$2,207,852$103,211$17,202iApproximate average salary by contribution assumption: employee only about $430,046 at 4% or $286,697 at 6%; with 50% employer match about $286,697 at 4% or $191,131 at 6%; with 100% employer match about $215,023 at 4% or $143,349 at 6%.
201717$2,282,867$100,874$14,411iApproximate average salary by contribution assumption: employee only about $360,264 at 4% or $240,176 at 6%; with 50% employer match about $240,176 at 4% or $160,117 at 6%; with 100% employer match about $180,132 at 4% or $120,088 at 6%.
Taylor Wealth Management Partners LLC 401K Plan-7$2,282,867$100,874$14,411iApproximate average salary by contribution assumption: employee only about $360,264 at 4% or $240,176 at 6%; with 50% employer match about $240,176 at 4% or $160,117 at 6%; with 100% employer match about $180,132 at 4% or $120,088 at 6%.
201618$1,736,545$99,010$12,376iApproximate average salary by contribution assumption: employee only about $309,406 at 4% or $206,271 at 6%; with 50% employer match about $206,271 at 4% or $137,514 at 6%; with 100% employer match about $154,703 at 4% or $103,135 at 6%.
Taylor Wealth Management Partners LLC 401K Plan-8$1,736,545$99,010$12,376iApproximate average salary by contribution assumption: employee only about $309,406 at 4% or $206,271 at 6%; with 50% employer match about $206,271 at 4% or $137,514 at 6%; with 100% employer match about $154,703 at 4% or $103,135 at 6%.
201519$1,821,589$174,395$19,377iApproximate average salary by contribution assumption: employee only about $484,431 at 4% or $322,954 at 6%; with 50% employer match about $322,954 at 4% or $215,302 at 6%; with 100% employer match about $242,215 at 4% or $161,477 at 6%.
Taylor Wealth Management Partners LLC 401K Plan-9$1,821,589$174,395$19,377iApproximate average salary by contribution assumption: employee only about $484,431 at 4% or $322,954 at 6%; with 50% employer match about $322,954 at 4% or $215,302 at 6%; with 100% employer match about $242,215 at 4% or $161,477 at 6%.
201419$2,376,344$2,360,953$262,328iApproximate average salary by contribution assumption: employee only about $6,558,203 at 4% or $4,372,135 at 6%; with 50% employer match about $4,372,135 at 4% or $2,914,757 at 6%; with 100% employer match about $3,279,101 at 4% or $2,186,068 at 6%.
Taylor Wealth Management Partners LLC 401K Plan-9$2,376,344$2,360,953$262,328iApproximate average salary by contribution assumption: employee only about $6,558,203 at 4% or $4,372,135 at 6%; with 50% employer match about $4,372,135 at 4% or $2,914,757 at 6%; with 100% employer match about $3,279,101 at 4% or $2,186,068 at 6%.