Tax Foundation
Plan context: Tax Foundation 401(K) Profit Sharing Plan
EIN 52-1703065 • Washington, DC • 19 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
38
2023 Assets
$3,883,073
2023 Contributions
$477,658
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 38 | $3,883,073 | $477,658 | $12,570iApproximate average salary by contribution assumption: employee only about $314,249 at 4% or $209,499 at 6%; with 50% employer match about $209,499 at 4% or $139,666 at 6%; with 100% employer match about $157,124 at 4% or $104,750 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 38 | $3,883,073 | $477,658 | $12,570iApproximate average salary by contribution assumption: employee only about $314,249 at 4% or $209,499 at 6%; with 50% employer match about $209,499 at 4% or $139,666 at 6%; with 100% employer match about $157,124 at 4% or $104,750 at 6%. |
| 2022 | 1 | 36 | $3,414,699 | $428,649 | $11,907iApproximate average salary by contribution assumption: employee only about $297,673 at 4% or $198,449 at 6%; with 50% employer match about $198,449 at 4% or $132,299 at 6%; with 100% employer match about $148,836 at 4% or $99,224 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 36 | $3,414,699 | $428,649 | $11,907iApproximate average salary by contribution assumption: employee only about $297,673 at 4% or $198,449 at 6%; with 50% employer match about $198,449 at 4% or $132,299 at 6%; with 100% employer match about $148,836 at 4% or $99,224 at 6%. |
| 2021 | 1 | 39 | $3,803,808 | $402,464 | $10,320iApproximate average salary by contribution assumption: employee only about $257,990 at 4% or $171,993 at 6%; with 50% employer match about $171,993 at 4% or $114,662 at 6%; with 100% employer match about $128,995 at 4% or $85,997 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 39 | $3,803,808 | $402,464 | $10,320iApproximate average salary by contribution assumption: employee only about $257,990 at 4% or $171,993 at 6%; with 50% employer match about $171,993 at 4% or $114,662 at 6%; with 100% employer match about $128,995 at 4% or $85,997 at 6%. |
| 2020 | 1 | 40 | $3,084,082 | $335,348 | $8,384iApproximate average salary by contribution assumption: employee only about $209,593 at 4% or $139,728 at 6%; with 50% employer match about $139,728 at 4% or $93,152 at 6%; with 100% employer match about $104,796 at 4% or $69,864 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 40 | $3,084,082 | $335,348 | $8,384iApproximate average salary by contribution assumption: employee only about $209,593 at 4% or $139,728 at 6%; with 50% employer match about $139,728 at 4% or $93,152 at 6%; with 100% employer match about $104,796 at 4% or $69,864 at 6%. |
| 2019 | 1 | 40 | $2,387,128 | $348,530 | $8,713iApproximate average salary by contribution assumption: employee only about $217,831 at 4% or $145,221 at 6%; with 50% employer match about $145,221 at 4% or $96,814 at 6%; with 100% employer match about $108,916 at 4% or $72,610 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 40 | $2,387,128 | $348,530 | $8,713iApproximate average salary by contribution assumption: employee only about $217,831 at 4% or $145,221 at 6%; with 50% employer match about $145,221 at 4% or $96,814 at 6%; with 100% employer match about $108,916 at 4% or $72,610 at 6%. |
| 2018 | 1 | 33 | $1,929,934 | $326,898 | $9,906iApproximate average salary by contribution assumption: employee only about $247,650 at 4% or $165,100 at 6%; with 50% employer match about $165,100 at 4% or $110,067 at 6%; with 100% employer match about $123,825 at 4% or $82,550 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 33 | $1,929,934 | $326,898 | $9,906iApproximate average salary by contribution assumption: employee only about $247,650 at 4% or $165,100 at 6%; with 50% employer match about $165,100 at 4% or $110,067 at 6%; with 100% employer match about $123,825 at 4% or $82,550 at 6%. |
| 2017 | 1 | 33 | $1,759,925 | $252,337 | $7,647iApproximate average salary by contribution assumption: employee only about $191,164 at 4% or $127,443 at 6%; with 50% employer match about $127,443 at 4% or $84,962 at 6%; with 100% employer match about $95,582 at 4% or $63,721 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 33 | $1,759,925 | $252,337 | $7,647iApproximate average salary by contribution assumption: employee only about $191,164 at 4% or $127,443 at 6%; with 50% employer match about $127,443 at 4% or $84,962 at 6%; with 100% employer match about $95,582 at 4% or $63,721 at 6%. |
| 2016 | 1 | 33 | $1,479,235 | $292,536 | $8,865iApproximate average salary by contribution assumption: employee only about $221,618 at 4% or $147,745 at 6%; with 50% employer match about $147,745 at 4% or $98,497 at 6%; with 100% employer match about $110,809 at 4% or $73,873 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 33 | $1,479,235 | $292,536 | $8,865iApproximate average salary by contribution assumption: employee only about $221,618 at 4% or $147,745 at 6%; with 50% employer match about $147,745 at 4% or $98,497 at 6%; with 100% employer match about $110,809 at 4% or $73,873 at 6%. |
| 2015 | 1 | 30 | $1,099,949 | $241,790 | $8,060iApproximate average salary by contribution assumption: employee only about $201,492 at 4% or $134,328 at 6%; with 50% employer match about $134,328 at 4% or $89,552 at 6%; with 100% employer match about $100,746 at 4% or $67,164 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 30 | $1,099,949 | $241,790 | $8,060iApproximate average salary by contribution assumption: employee only about $201,492 at 4% or $134,328 at 6%; with 50% employer match about $134,328 at 4% or $89,552 at 6%; with 100% employer match about $100,746 at 4% or $67,164 at 6%. |
| 2014 | 1 | 22 | $874,813 | $196,221 | $8,919iApproximate average salary by contribution assumption: employee only about $222,978 at 4% or $148,652 at 6%; with 50% employer match about $148,652 at 4% or $99,102 at 6%; with 100% employer match about $111,489 at 4% or $74,326 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 22 | $874,813 | $196,221 | $8,919iApproximate average salary by contribution assumption: employee only about $222,978 at 4% or $148,652 at 6%; with 50% employer match about $148,652 at 4% or $99,102 at 6%; with 100% employer match about $111,489 at 4% or $74,326 at 6%. |
| 2013 | 1 | 20 | $701,965 | $157,314 | $7,866iApproximate average salary by contribution assumption: employee only about $196,643 at 4% or $131,095 at 6%; with 50% employer match about $131,095 at 4% or $87,397 at 6%; with 100% employer match about $98,321 at 4% or $65,548 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 20 | $701,965 | $157,314 | $7,866iApproximate average salary by contribution assumption: employee only about $196,643 at 4% or $131,095 at 6%; with 50% employer match about $131,095 at 4% or $87,397 at 6%; with 100% employer match about $98,321 at 4% or $65,548 at 6%. |
| 2012 | 1 | 17 | $440,844 | $78,089 | $4,593iApproximate average salary by contribution assumption: employee only about $114,837 at 4% or $76,558 at 6%; with 50% employer match about $76,558 at 4% or $51,039 at 6%; with 100% employer match about $57,418 at 4% or $38,279 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 17 | $440,844 | $78,089 | $4,593iApproximate average salary by contribution assumption: employee only about $114,837 at 4% or $76,558 at 6%; with 50% employer match about $76,558 at 4% or $51,039 at 6%; with 100% employer match about $57,418 at 4% or $38,279 at 6%. |
| 2011 | 1 | 13 | $350,987 | $37,315 | $2,870iApproximate average salary by contribution assumption: employee only about $71,760 at 4% or $47,840 at 6%; with 50% employer match about $47,840 at 4% or $31,893 at 6%; with 100% employer match about $35,880 at 4% or $23,920 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 13 | $350,987 | $37,315 | $2,870iApproximate average salary by contribution assumption: employee only about $71,760 at 4% or $47,840 at 6%; with 50% employer match about $47,840 at 4% or $31,893 at 6%; with 100% employer match about $35,880 at 4% or $23,920 at 6%. |
| 2010 | 1 | 13 | $352,656 | $69,692 | $5,361iApproximate average salary by contribution assumption: employee only about $134,023 at 4% or $89,349 at 6%; with 50% employer match about $89,349 at 4% or $59,566 at 6%; with 100% employer match about $67,012 at 4% or $44,674 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 13 | $352,656 | $69,692 | $5,361iApproximate average salary by contribution assumption: employee only about $134,023 at 4% or $89,349 at 6%; with 50% employer match about $89,349 at 4% or $59,566 at 6%; with 100% employer match about $67,012 at 4% or $44,674 at 6%. |
| 2009 | 1 | 16 | $299,756 | $43,932 | $2,746iApproximate average salary by contribution assumption: employee only about $68,644 at 4% or $45,763 at 6%; with 50% employer match about $45,763 at 4% or $30,508 at 6%; with 100% employer match about $34,322 at 4% or $22,881 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 16 | $299,756 | $43,932 | $2,746iApproximate average salary by contribution assumption: employee only about $68,644 at 4% or $45,763 at 6%; with 50% employer match about $45,763 at 4% or $30,508 at 6%; with 100% employer match about $34,322 at 4% or $22,881 at 6%. |
| 2008 | 1 | 10 | $203,447 | $45,135 | $4,514iApproximate average salary by contribution assumption: employee only about $112,838 at 4% or $75,225 at 6%; with 50% employer match about $75,225 at 4% or $50,150 at 6%; with 100% employer match about $56,419 at 4% or $37,613 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 10 | $203,447 | $45,135 | $4,514iApproximate average salary by contribution assumption: employee only about $112,838 at 4% or $75,225 at 6%; with 50% employer match about $75,225 at 4% or $50,150 at 6%; with 100% employer match about $56,419 at 4% or $37,613 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Tax Foundation 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 11 | $262,227 | $50,056 | $4,551iApproximate average salary by contribution assumption: employee only about $113,764 at 4% or $75,842 at 6%; with 50% employer match about $75,842 at 4% or $50,562 at 6%; with 100% employer match about $56,882 at 4% or $37,921 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 11 | $262,227 | $50,056 | $4,551iApproximate average salary by contribution assumption: employee only about $113,764 at 4% or $75,842 at 6%; with 50% employer match about $75,842 at 4% or $50,562 at 6%; with 100% employer match about $56,882 at 4% or $37,921 at 6%. |
| 2000 | 1 | 8 | $163,893 | $165,146 | $20,643iApproximate average salary by contribution assumption: employee only about $516,081 at 4% or $344,054 at 6%; with 50% employer match about $344,054 at 4% or $229,369 at 6%; with 100% employer match about $258,041 at 4% or $172,027 at 6%. |
| Tax Foundation 401(K) Profit Sharing Plan | - | 8 | $163,893 | $165,146 | $20,643iApproximate average salary by contribution assumption: employee only about $516,081 at 4% or $344,054 at 6%; with 50% employer match about $344,054 at 4% or $229,369 at 6%; with 100% employer match about $258,041 at 4% or $172,027 at 6%. |