Tate Tate & Tate Tax Service
Plan context: Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust
EIN 52-2110233 • Temple Hills, MD • 15 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$31,315
2025 Contributions
$2,038
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $31,315 | $2,038 | $510iApproximate average salary by contribution assumption: employee only about $12,738 at 4% or $8,492 at 6%; with 50% employer match about $8,492 at 4% or $5,661 at 6%; with 100% employer match about $6,369 at 4% or $4,246 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $31,315 | $2,038 | $510iApproximate average salary by contribution assumption: employee only about $12,738 at 4% or $8,492 at 6%; with 50% employer match about $8,492 at 4% or $5,661 at 6%; with 100% employer match about $6,369 at 4% or $4,246 at 6%. |
| 2024 | 1 | 4 | $25,383 | $1,770 | $443iApproximate average salary by contribution assumption: employee only about $11,063 at 4% or $7,375 at 6%; with 50% employer match about $7,375 at 4% or $4,917 at 6%; with 100% employer match about $5,531 at 4% or $3,688 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $25,383 | $1,770 | $443iApproximate average salary by contribution assumption: employee only about $11,063 at 4% or $7,375 at 6%; with 50% employer match about $7,375 at 4% or $4,917 at 6%; with 100% employer match about $5,531 at 4% or $3,688 at 6%. |
| 2023 | 1 | 4 | $21,733 | $1,294 | $324iApproximate average salary by contribution assumption: employee only about $8,088 at 4% or $5,392 at 6%; with 50% employer match about $5,392 at 4% or $3,594 at 6%; with 100% employer match about $4,044 at 4% or $2,696 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $21,733 | $1,294 | $324iApproximate average salary by contribution assumption: employee only about $8,088 at 4% or $5,392 at 6%; with 50% employer match about $5,392 at 4% or $3,594 at 6%; with 100% employer match about $4,044 at 4% or $2,696 at 6%. |
| 2022 | 1 | 4 | $18,500 | $1,119 | $280iApproximate average salary by contribution assumption: employee only about $6,994 at 4% or $4,663 at 6%; with 50% employer match about $4,663 at 4% or $3,108 at 6%; with 100% employer match about $3,497 at 4% or $2,331 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $18,500 | $1,119 | $280iApproximate average salary by contribution assumption: employee only about $6,994 at 4% or $4,663 at 6%; with 50% employer match about $4,663 at 4% or $3,108 at 6%; with 100% employer match about $3,497 at 4% or $2,331 at 6%. |
| 2021 | 1 | 4 | $20,518 | $1,092 | $273iApproximate average salary by contribution assumption: employee only about $6,825 at 4% or $4,550 at 6%; with 50% employer match about $4,550 at 4% or $3,033 at 6%; with 100% employer match about $3,413 at 4% or $2,275 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $20,518 | $1,092 | $273iApproximate average salary by contribution assumption: employee only about $6,825 at 4% or $4,550 at 6%; with 50% employer match about $4,550 at 4% or $3,033 at 6%; with 100% employer match about $3,413 at 4% or $2,275 at 6%. |
| 2020 | 1 | 4 | $18,096 | $1,038 | $260iApproximate average salary by contribution assumption: employee only about $6,488 at 4% or $4,325 at 6%; with 50% employer match about $4,325 at 4% or $2,883 at 6%; with 100% employer match about $3,244 at 4% or $2,163 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $18,096 | $1,038 | $260iApproximate average salary by contribution assumption: employee only about $6,488 at 4% or $4,325 at 6%; with 50% employer match about $4,325 at 4% or $2,883 at 6%; with 100% employer match about $3,244 at 4% or $2,163 at 6%. |
| 2019 | 1 | 4 | $15,315 | $1,194 | $299iApproximate average salary by contribution assumption: employee only about $7,463 at 4% or $4,975 at 6%; with 50% employer match about $4,975 at 4% or $3,317 at 6%; with 100% employer match about $3,731 at 4% or $2,488 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $15,315 | $1,194 | $299iApproximate average salary by contribution assumption: employee only about $7,463 at 4% or $4,975 at 6%; with 50% employer match about $4,975 at 4% or $3,317 at 6%; with 100% employer match about $3,731 at 4% or $2,488 at 6%. |
| 2018 | 1 | 4 | $12,080 | $1,456 | $364iApproximate average salary by contribution assumption: employee only about $9,100 at 4% or $6,067 at 6%; with 50% employer match about $6,067 at 4% or $4,044 at 6%; with 100% employer match about $4,550 at 4% or $3,033 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $12,080 | $1,456 | $364iApproximate average salary by contribution assumption: employee only about $9,100 at 4% or $6,067 at 6%; with 50% employer match about $6,067 at 4% or $4,044 at 6%; with 100% employer match about $4,550 at 4% or $3,033 at 6%. |
| 2017 | 1 | 4 | $11,754 | $1,417 | $354iApproximate average salary by contribution assumption: employee only about $8,856 at 4% or $5,904 at 6%; with 50% employer match about $5,904 at 4% or $3,936 at 6%; with 100% employer match about $4,428 at 4% or $2,952 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $11,754 | $1,417 | $354iApproximate average salary by contribution assumption: employee only about $8,856 at 4% or $5,904 at 6%; with 50% employer match about $5,904 at 4% or $3,936 at 6%; with 100% employer match about $4,428 at 4% or $2,952 at 6%. |
| 2016 | 1 | 4 | $8,900 | $1,523 | $381iApproximate average salary by contribution assumption: employee only about $9,519 at 4% or $6,346 at 6%; with 50% employer match about $6,346 at 4% or $4,231 at 6%; with 100% employer match about $4,759 at 4% or $3,173 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $8,900 | $1,523 | $381iApproximate average salary by contribution assumption: employee only about $9,519 at 4% or $6,346 at 6%; with 50% employer match about $6,346 at 4% or $4,231 at 6%; with 100% employer match about $4,759 at 4% or $3,173 at 6%. |
| 2015 | 1 | 4 | $7,158 | $1,800 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $7,158 | $1,800 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| 2014 | 1 | 4 | $5,746 | $1,650 | $413iApproximate average salary by contribution assumption: employee only about $10,313 at 4% or $6,875 at 6%; with 50% employer match about $6,875 at 4% or $4,583 at 6%; with 100% employer match about $5,156 at 4% or $3,438 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $5,746 | $1,650 | $413iApproximate average salary by contribution assumption: employee only about $10,313 at 4% or $6,875 at 6%; with 50% employer match about $6,875 at 4% or $4,583 at 6%; with 100% employer match about $5,156 at 4% or $3,438 at 6%. |
| 2013 | 1 | 4 | $4,512 | $1,419 | $355iApproximate average salary by contribution assumption: employee only about $8,869 at 4% or $5,913 at 6%; with 50% employer match about $5,913 at 4% or $3,942 at 6%; with 100% employer match about $4,434 at 4% or $2,956 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $4,512 | $1,419 | $355iApproximate average salary by contribution assumption: employee only about $8,869 at 4% or $5,913 at 6%; with 50% employer match about $5,913 at 4% or $3,942 at 6%; with 100% employer match about $4,434 at 4% or $2,956 at 6%. |
| 2012 | 1 | 4 | $2,525 | $1,673 | $418iApproximate average salary by contribution assumption: employee only about $10,456 at 4% or $6,971 at 6%; with 50% employer match about $6,971 at 4% or $4,647 at 6%; with 100% employer match about $5,228 at 4% or $3,485 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $2,525 | $1,673 | $418iApproximate average salary by contribution assumption: employee only about $10,456 at 4% or $6,971 at 6%; with 50% employer match about $6,971 at 4% or $4,647 at 6%; with 100% employer match about $5,228 at 4% or $3,485 at 6%. |
| 2011 | 1 | 4 | $721 | $712 | $178iApproximate average salary by contribution assumption: employee only about $4,450 at 4% or $2,967 at 6%; with 50% employer match about $2,967 at 4% or $1,978 at 6%; with 100% employer match about $2,225 at 4% or $1,483 at 6%. |
| Tate Tate Tate Tax Service 401 K Profit Sharing Plan Trust | - | 4 | $721 | $712 | $178iApproximate average salary by contribution assumption: employee only about $4,450 at 4% or $2,967 at 6%; with 50% employer match about $2,967 at 4% or $1,978 at 6%; with 100% employer match about $2,225 at 4% or $1,483 at 6%. |