Civic Intelligence

Taxsquad Partners

Plan context: Taxsquad Partners I401(K)

EIN 47-2712336 • Burlingame, CA • 5 filings • 1 plans

851 Burlway Rd Ste 101Burlingame, CA 94010-1746
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$580,404

2019 Contributions

$87,673

Historical Graphs

Total Assets Over Time

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

$580,404$290,202$0201520172019YearValue
$580,404Latest year 2019

Participants Over Time

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

210201620182019YearValue
2Latest year 2019

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
201912$580,404$87,673$43,837iApproximate average salary by contribution assumption: employee only about $1,095,913 at 4% or $730,608 at 6%; with 50% employer match about $730,608 at 4% or $487,072 at 6%; with 100% employer match about $547,956 at 4% or $365,304 at 6%.
Taxsquad Partners I401(K)-2$580,404$87,673$43,837iApproximate average salary by contribution assumption: employee only about $1,095,913 at 4% or $730,608 at 6%; with 50% employer match about $730,608 at 4% or $487,072 at 6%; with 100% employer match about $547,956 at 4% or $365,304 at 6%.
201812$490,556$69,286$34,643iApproximate average salary by contribution assumption: employee only about $866,075 at 4% or $577,383 at 6%; with 50% employer match about $577,383 at 4% or $384,922 at 6%; with 100% employer match about $433,038 at 4% or $288,692 at 6%.
Taxsquad Partners I401(K)-2$490,556$69,286$34,643iApproximate average salary by contribution assumption: employee only about $866,075 at 4% or $577,383 at 6%; with 50% employer match about $577,383 at 4% or $384,922 at 6%; with 100% employer match about $433,038 at 4% or $288,692 at 6%.
201712$408,101$68,200$34,100iApproximate average salary by contribution assumption: employee only about $852,500 at 4% or $568,333 at 6%; with 50% employer match about $568,333 at 4% or $378,889 at 6%; with 100% employer match about $426,250 at 4% or $284,167 at 6%.
Taxsquad Partners I401(K)-2$408,101$68,200$34,100iApproximate average salary by contribution assumption: employee only about $852,500 at 4% or $568,333 at 6%; with 50% employer match about $568,333 at 4% or $378,889 at 6%; with 100% employer match about $426,250 at 4% or $284,167 at 6%.
201612$339,059$57,614$28,807iApproximate average salary by contribution assumption: employee only about $720,175 at 4% or $480,117 at 6%; with 50% employer match about $480,117 at 4% or $320,078 at 6%; with 100% employer match about $360,088 at 4% or $240,058 at 6%.
Taxsquad Partners I401(K)-2$339,059$57,614$28,807iApproximate average salary by contribution assumption: employee only about $720,175 at 4% or $480,117 at 6%; with 50% employer match about $480,117 at 4% or $320,078 at 6%; with 100% employer match about $360,088 at 4% or $240,058 at 6%.
201510$318,535$49,000-
Taxsquad Partners I401(K)-0$318,535$49,000-