Current Snapshot
Latest Year
2022
2022 Participants
207
2022 Assets
$13,770,274
2022 Contributions
$1,412,167
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Jth Tax Inc. Cafeteria Plan | - | 0 | - | - | - |
| 2021 | 1 | 207 | $0 | $0 | - |
| Jth Tax Inc. Cafeteria Plan | - | 207 | - | - | - |
| 2020 | 2 | 0 | $0 | $0 | - |
| Liberty Tax Service 401K Plan | - | 0 | - | - | - |
| Jth Tax Inc. Cafeteria Plan | - | 0 | - | - | - |
| 2019 | 2 | 320 | $13,770,274 | $1,412,167 | $4,413iApproximate average salary by contribution assumption: employee only about $110,326 at 4% or $73,550 at 6%; with 50% employer match about $73,550 at 4% or $49,034 at 6%; with 100% employer match about $55,163 at 4% or $36,775 at 6%. |
| Liberty Tax Service 401K Plan | - | 320 | $13,770,274 | $1,412,167 | $4,413iApproximate average salary by contribution assumption: employee only about $110,326 at 4% or $73,550 at 6%; with 50% employer match about $73,550 at 4% or $49,034 at 6%; with 100% employer match about $55,163 at 4% or $36,775 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 228 | - | - | - |
| 2018 | 2 | 411 | $13,143,770 | $2,051,627 | $4,992iApproximate average salary by contribution assumption: employee only about $124,795 at 4% or $83,197 at 6%; with 50% employer match about $83,197 at 4% or $55,464 at 6%; with 100% employer match about $62,397 at 4% or $41,598 at 6%. |
| Liberty Tax Service 401K Plan | - | 411 | $13,143,770 | $2,051,627 | $4,992iApproximate average salary by contribution assumption: employee only about $124,795 at 4% or $83,197 at 6%; with 50% employer match about $83,197 at 4% or $55,464 at 6%; with 100% employer match about $62,397 at 4% or $41,598 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 312 | - | - | - |
| 2017 | 2 | 402 | $14,598,173 | $2,014,821 | $5,012iApproximate average salary by contribution assumption: employee only about $125,300 at 4% or $83,533 at 6%; with 50% employer match about $83,533 at 4% or $55,689 at 6%; with 100% employer match about $62,650 at 4% or $41,767 at 6%. |
| Liberty Tax Service 401K Plan | - | 402 | $14,598,173 | $2,014,821 | $5,012iApproximate average salary by contribution assumption: employee only about $125,300 at 4% or $83,533 at 6%; with 50% employer match about $83,533 at 4% or $55,689 at 6%; with 100% employer match about $62,650 at 4% or $41,767 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 368 | - | - | - |
| 2016 | 2 | 448 | $15,447,994 | $1,780,309 | $3,974iApproximate average salary by contribution assumption: employee only about $99,348 at 4% or $66,232 at 6%; with 50% employer match about $66,232 at 4% or $44,154 at 6%; with 100% employer match about $49,674 at 4% or $33,116 at 6%. |
| Liberty Tax Service 401K Plan | - | 448 | $15,447,994 | $1,780,309 | $3,974iApproximate average salary by contribution assumption: employee only about $99,348 at 4% or $66,232 at 6%; with 50% employer match about $66,232 at 4% or $44,154 at 6%; with 100% employer match about $49,674 at 4% or $33,116 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 402 | - | - | - |
| 2015 | 2 | 630 | $16,397,479 | $1,976,409 | $3,137iApproximate average salary by contribution assumption: employee only about $78,429 at 4% or $52,286 at 6%; with 50% employer match about $52,286 at 4% or $34,857 at 6%; with 100% employer match about $39,214 at 4% or $26,143 at 6%. |
| Liberty Tax Service 401K Plan | - | 630 | $16,397,479 | $1,976,409 | $3,137iApproximate average salary by contribution assumption: employee only about $78,429 at 4% or $52,286 at 6%; with 50% employer match about $52,286 at 4% or $34,857 at 6%; with 100% employer match about $39,214 at 4% or $26,143 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 370 | - | - | - |
| 2014 | 2 | 460 | $18,386,757 | $1,930,328 | $4,196iApproximate average salary by contribution assumption: employee only about $104,909 at 4% or $69,939 at 6%; with 50% employer match about $69,939 at 4% or $46,626 at 6%; with 100% employer match about $52,455 at 4% or $34,970 at 6%. |
| Liberty Tax Service 401K Plan | - | 460 | $18,386,757 | $1,930,328 | $4,196iApproximate average salary by contribution assumption: employee only about $104,909 at 4% or $69,939 at 6%; with 50% employer match about $69,939 at 4% or $46,626 at 6%; with 100% employer match about $52,455 at 4% or $34,970 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 372 | - | - | - |
| 2013 | 2 | 471 | $15,322,687 | $1,655,990 | $3,516iApproximate average salary by contribution assumption: employee only about $87,898 at 4% or $58,598 at 6%; with 50% employer match about $58,598 at 4% or $39,066 at 6%; with 100% employer match about $43,949 at 4% or $29,299 at 6%. |
| Liberty Tax Service 401K Plan | - | 471 | $15,322,687 | $1,655,990 | $3,516iApproximate average salary by contribution assumption: employee only about $87,898 at 4% or $58,598 at 6%; with 50% employer match about $58,598 at 4% or $39,066 at 6%; with 100% employer match about $43,949 at 4% or $29,299 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 131 | - | - | - |
| 2012 | 2 | 453 | $12,048,864 | $1,692,490 | $3,736iApproximate average salary by contribution assumption: employee only about $93,405 at 4% or $62,270 at 6%; with 50% employer match about $62,270 at 4% or $41,513 at 6%; with 100% employer match about $46,702 at 4% or $31,135 at 6%. |
| Liberty Tax Service 401K Plan | - | 453 | $12,048,864 | $1,692,490 | $3,736iApproximate average salary by contribution assumption: employee only about $93,405 at 4% or $62,270 at 6%; with 50% employer match about $62,270 at 4% or $41,513 at 6%; with 100% employer match about $46,702 at 4% or $31,135 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 340 | - | - | - |
| 2011 | 2 | 356 | $10,396,124 | $1,343,461 | $3,774iApproximate average salary by contribution assumption: employee only about $94,344 at 4% or $62,896 at 6%; with 50% employer match about $62,896 at 4% or $41,931 at 6%; with 100% employer match about $47,172 at 4% or $31,448 at 6%. |
| Liberty Tax Service 401K Plan | - | 356 | $10,396,124 | $1,343,461 | $3,774iApproximate average salary by contribution assumption: employee only about $94,344 at 4% or $62,896 at 6%; with 50% employer match about $62,896 at 4% or $41,931 at 6%; with 100% employer match about $47,172 at 4% or $31,448 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 302 | - | - | - |
| 2010 | 2 | 279 | $9,431,329 | $1,261,926 | $4,523iApproximate average salary by contribution assumption: employee only about $113,076 at 4% or $75,384 at 6%; with 50% employer match about $75,384 at 4% or $50,256 at 6%; with 100% employer match about $56,538 at 4% or $37,692 at 6%. |
| Liberty Tax Service 401K Plan | - | 279 | $9,431,329 | $1,261,926 | $4,523iApproximate average salary by contribution assumption: employee only about $113,076 at 4% or $75,384 at 6%; with 50% employer match about $75,384 at 4% or $50,256 at 6%; with 100% employer match about $56,538 at 4% or $37,692 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 233 | - | - | - |
| 2009 | 2 | 713 | $7,897,184 | $1,173,785 | $1,646iApproximate average salary by contribution assumption: employee only about $41,157 at 4% or $27,438 at 6%; with 50% employer match about $27,438 at 4% or $18,292 at 6%; with 100% employer match about $20,578 at 4% or $13,719 at 6%. |
| Liberty Tax Service 401K Plan | - | 361 | $7,897,184 | $1,173,785 | $3,251iApproximate average salary by contribution assumption: employee only about $81,287 at 4% or $54,191 at 6%; with 50% employer match about $54,191 at 4% or $36,128 at 6%; with 100% employer match about $40,644 at 4% or $27,096 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 713 | - | - | - |
| 2008 | 2 | 442 | $6,239,959 | $4,045,615 | $9,153iApproximate average salary by contribution assumption: employee only about $228,824 at 4% or $152,550 at 6%; with 50% employer match about $152,550 at 4% or $101,700 at 6%; with 100% employer match about $114,412 at 4% or $76,275 at 6%. |
| Liberty Tax Service 401K Plan | - | 442 | $6,239,959 | $4,045,615 | $9,153iApproximate average salary by contribution assumption: employee only about $228,824 at 4% or $152,550 at 6%; with 50% employer match about $152,550 at 4% or $101,700 at 6%; with 100% employer match about $114,412 at 4% or $76,275 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 240 | - | - | - |
| 2007 | 2 | 285 | $2,932,724 | $949,341 | $3,331iApproximate average salary by contribution assumption: employee only about $83,276 at 4% or $55,517 at 6%; with 50% employer match about $55,517 at 4% or $37,011 at 6%; with 100% employer match about $41,638 at 4% or $27,759 at 6%. |
| Liberty Tax Service 401K Plan | - | 285 | $2,932,724 | $949,341 | $3,331iApproximate average salary by contribution assumption: employee only about $83,276 at 4% or $55,517 at 6%; with 50% employer match about $55,517 at 4% or $37,011 at 6%; with 100% employer match about $41,638 at 4% or $27,759 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 193 | - | - | - |
| 2006 | 2 | 291 | $1,630,933 | $380,577 | $1,308iApproximate average salary by contribution assumption: employee only about $32,696 at 4% or $21,797 at 6%; with 50% employer match about $21,797 at 4% or $14,531 at 6%; with 100% employer match about $16,348 at 4% or $10,899 at 6%. |
| Liberty Tax Service 401K Plan | - | 291 | $1,630,933 | $380,577 | $1,308iApproximate average salary by contribution assumption: employee only about $32,696 at 4% or $21,797 at 6%; with 50% employer match about $21,797 at 4% or $14,531 at 6%; with 100% employer match about $16,348 at 4% or $10,899 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 261 | - | - | - |
| 2005 | 2 | 202 | $1,140,312 | $340,507 | $1,686iApproximate average salary by contribution assumption: employee only about $42,142 at 4% or $28,095 at 6%; with 50% employer match about $28,095 at 4% or $18,730 at 6%; with 100% employer match about $21,071 at 4% or $14,047 at 6%. |
| Liberty Tax Service 401K Plan | - | 202 | $1,140,312 | $340,507 | $1,686iApproximate average salary by contribution assumption: employee only about $42,142 at 4% or $28,095 at 6%; with 50% employer match about $28,095 at 4% or $18,730 at 6%; with 100% employer match about $21,071 at 4% or $14,047 at 6%. |
| Jth Tax Inc. Cafeteria Plan | - | 178 | - | - | - |
| 2004 | 1 | 151 | $941,872 | $226,373 | $1,499iApproximate average salary by contribution assumption: employee only about $37,479 at 4% or $24,986 at 6%; with 50% employer match about $24,986 at 4% or $16,657 at 6%; with 100% employer match about $18,739 at 4% or $12,493 at 6%. |
| Liberty Tax Service 401K Plan | - | 151 | $941,872 | $226,373 | $1,499iApproximate average salary by contribution assumption: employee only about $37,479 at 4% or $24,986 at 6%; with 50% employer match about $24,986 at 4% or $16,657 at 6%; with 100% employer match about $18,739 at 4% or $12,493 at 6%. |
| 2003 | 1 | 105 | $645,612 | $264,863 | $2,523iApproximate average salary by contribution assumption: employee only about $63,063 at 4% or $42,042 at 6%; with 50% employer match about $42,042 at 4% or $28,028 at 6%; with 100% employer match about $31,531 at 4% or $21,021 at 6%. |
| Liberty Tax Service 401K Plan | - | 105 | $645,612 | $264,863 | $2,523iApproximate average salary by contribution assumption: employee only about $63,063 at 4% or $42,042 at 6%; with 50% employer match about $42,042 at 4% or $28,028 at 6%; with 100% employer match about $31,531 at 4% or $21,021 at 6%. |
| 2002 | 1 | 90 | $0 | $0 | - |
| Liberty Tax Service 401K Plan | - | 90 | - | - | - |
| 2001 | 1 | 62 | $222,687 | $96,969 | $1,564iApproximate average salary by contribution assumption: employee only about $39,100 at 4% or $26,067 at 6%; with 50% employer match about $26,067 at 4% or $17,378 at 6%; with 100% employer match about $19,550 at 4% or $13,033 at 6%. |
| Liberty Tax Service 401K Plan | - | 62 | $222,687 | $96,969 | $1,564iApproximate average salary by contribution assumption: employee only about $39,100 at 4% or $26,067 at 6%; with 50% employer match about $26,067 at 4% or $17,378 at 6%; with 100% employer match about $19,550 at 4% or $13,033 at 6%. |
| 2000 | 1 | 57 | $201,655 | $77,332 | $1,357iApproximate average salary by contribution assumption: employee only about $33,918 at 4% or $22,612 at 6%; with 50% employer match about $22,612 at 4% or $15,074 at 6%; with 100% employer match about $16,959 at 4% or $11,306 at 6%. |
| Liberty Tax Service 401K Plan | - | 57 | $201,655 | $77,332 | $1,357iApproximate average salary by contribution assumption: employee only about $33,918 at 4% or $22,612 at 6%; with 50% employer match about $22,612 at 4% or $15,074 at 6%; with 100% employer match about $16,959 at 4% or $11,306 at 6%. |
| 1999 | 1 | 28 | $173,739 | $106,789 | $3,814iApproximate average salary by contribution assumption: employee only about $95,347 at 4% or $63,565 at 6%; with 50% employer match about $63,565 at 4% or $42,377 at 6%; with 100% employer match about $47,674 at 4% or $31,782 at 6%. |
| Liberty Tax Service 401K Plan | - | 28 | $173,739 | $106,789 | $3,814iApproximate average salary by contribution assumption: employee only about $95,347 at 4% or $63,565 at 6%; with 50% employer match about $63,565 at 4% or $42,377 at 6%; with 100% employer match about $47,674 at 4% or $31,782 at 6%. |