Taft & Partners LLC
Plan context: Taft & Partners Personal Pension Plan
EIN 55-0907125 • Trenton, NJ • 16 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
26
2021 Assets
$1,515,418
2021 Contributions
$230,631
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 26 | $1,515,418 | $230,631 | $8,870iApproximate average salary by contribution assumption: employee only about $221,761 at 4% or $147,840 at 6%; with 50% employer match about $147,840 at 4% or $98,560 at 6%; with 100% employer match about $110,880 at 4% or $73,920 at 6%. |
| Taft & Partners Personal Pension Plan | - | 26 | $1,515,418 | $230,631 | $8,870iApproximate average salary by contribution assumption: employee only about $221,761 at 4% or $147,840 at 6%; with 50% employer match about $147,840 at 4% or $98,560 at 6%; with 100% employer match about $110,880 at 4% or $73,920 at 6%. |
| 2020 | 1 | 24 | $1,122,871 | $245,048 | $10,210iApproximate average salary by contribution assumption: employee only about $255,258 at 4% or $170,172 at 6%; with 50% employer match about $170,172 at 4% or $113,448 at 6%; with 100% employer match about $127,629 at 4% or $85,086 at 6%. |
| Taft & Partners Personal Pension Plan | - | 24 | $1,122,871 | $245,048 | $10,210iApproximate average salary by contribution assumption: employee only about $255,258 at 4% or $170,172 at 6%; with 50% employer match about $170,172 at 4% or $113,448 at 6%; with 100% employer match about $127,629 at 4% or $85,086 at 6%. |
| 2019 | 1 | 21 | $755,807 | $256,387 | $12,209iApproximate average salary by contribution assumption: employee only about $305,223 at 4% or $203,482 at 6%; with 50% employer match about $203,482 at 4% or $135,654 at 6%; with 100% employer match about $152,611 at 4% or $101,741 at 6%. |
| Taft & Partners Personal Pension Plan | - | 21 | $755,807 | $256,387 | $12,209iApproximate average salary by contribution assumption: employee only about $305,223 at 4% or $203,482 at 6%; with 50% employer match about $203,482 at 4% or $135,654 at 6%; with 100% employer match about $152,611 at 4% or $101,741 at 6%. |
| 2018 | 1 | 15 | $399,777 | $213,941 | $14,263iApproximate average salary by contribution assumption: employee only about $356,568 at 4% or $237,712 at 6%; with 50% employer match about $237,712 at 4% or $158,475 at 6%; with 100% employer match about $178,284 at 4% or $118,856 at 6%. |
| Taft & Partners Personal Pension Plan | - | 15 | $399,777 | $213,941 | $14,263iApproximate average salary by contribution assumption: employee only about $356,568 at 4% or $237,712 at 6%; with 50% employer match about $237,712 at 4% or $158,475 at 6%; with 100% employer match about $178,284 at 4% or $118,856 at 6%. |
| 2017 | 1 | 13 | $238,489 | $76,508 | $5,885iApproximate average salary by contribution assumption: employee only about $147,131 at 4% or $98,087 at 6%; with 50% employer match about $98,087 at 4% or $65,391 at 6%; with 100% employer match about $73,565 at 4% or $49,044 at 6%. |
| Taft & Partners Personal Pension Plan | - | 13 | $238,489 | $76,508 | $5,885iApproximate average salary by contribution assumption: employee only about $147,131 at 4% or $98,087 at 6%; with 50% employer match about $98,087 at 4% or $65,391 at 6%; with 100% employer match about $73,565 at 4% or $49,044 at 6%. |
| 2016 | 1 | 11 | $784,335 | $218,643 | $19,877iApproximate average salary by contribution assumption: employee only about $496,916 at 4% or $331,277 at 6%; with 50% employer match about $331,277 at 4% or $220,852 at 6%; with 100% employer match about $248,458 at 4% or $165,639 at 6%. |
| Taft & Partners Personal Pension Plan | - | 11 | $784,335 | $218,643 | $19,877iApproximate average salary by contribution assumption: employee only about $496,916 at 4% or $331,277 at 6%; with 50% employer match about $331,277 at 4% or $220,852 at 6%; with 100% employer match about $248,458 at 4% or $165,639 at 6%. |
| 2015 | 1 | 14 | $920,457 | $274,839 | $19,631iApproximate average salary by contribution assumption: employee only about $490,784 at 4% or $327,189 at 6%; with 50% employer match about $327,189 at 4% or $218,126 at 6%; with 100% employer match about $245,392 at 4% or $163,595 at 6%. |
| Taft & Partners Personal Pension Plan | - | 14 | $920,457 | $274,839 | $19,631iApproximate average salary by contribution assumption: employee only about $490,784 at 4% or $327,189 at 6%; with 50% employer match about $327,189 at 4% or $218,126 at 6%; with 100% employer match about $245,392 at 4% or $163,595 at 6%. |
| 2014 | 1 | 14 | $748,813 | $245,874 | $17,562iApproximate average salary by contribution assumption: employee only about $439,061 at 4% or $292,707 at 6%; with 50% employer match about $292,707 at 4% or $195,138 at 6%; with 100% employer match about $219,530 at 4% or $146,354 at 6%. |
| Taft & Partners Personal Pension Plan | - | 14 | $748,813 | $245,874 | $17,562iApproximate average salary by contribution assumption: employee only about $439,061 at 4% or $292,707 at 6%; with 50% employer match about $292,707 at 4% or $195,138 at 6%; with 100% employer match about $219,530 at 4% or $146,354 at 6%. |
| 2013 | 1 | 10 | $537,649 | $194,032 | $19,403iApproximate average salary by contribution assumption: employee only about $485,080 at 4% or $323,387 at 6%; with 50% employer match about $323,387 at 4% or $215,591 at 6%; with 100% employer match about $242,540 at 4% or $161,693 at 6%. |
| Taft & Partners Personal Pension Plan | - | 10 | $537,649 | $194,032 | $19,403iApproximate average salary by contribution assumption: employee only about $485,080 at 4% or $323,387 at 6%; with 50% employer match about $323,387 at 4% or $215,591 at 6%; with 100% employer match about $242,540 at 4% or $161,693 at 6%. |
| 2012 | 1 | 9 | $646,629 | $180,210 | $20,023iApproximate average salary by contribution assumption: employee only about $500,583 at 4% or $333,722 at 6%; with 50% employer match about $333,722 at 4% or $222,481 at 6%; with 100% employer match about $250,292 at 4% or $166,861 at 6%. |
| Taft & Partners Personal Pension Plan | - | 9 | $646,629 | $180,210 | $20,023iApproximate average salary by contribution assumption: employee only about $500,583 at 4% or $333,722 at 6%; with 50% employer match about $333,722 at 4% or $222,481 at 6%; with 100% employer match about $250,292 at 4% or $166,861 at 6%. |
| 2011 | 1 | 10 | $1,031,758 | $175,334 | $17,533iApproximate average salary by contribution assumption: employee only about $438,335 at 4% or $292,223 at 6%; with 50% employer match about $292,223 at 4% or $194,816 at 6%; with 100% employer match about $219,168 at 4% or $146,112 at 6%. |
| Taft & Partners Personal Pension Plan | - | 10 | $1,031,758 | $175,334 | $17,533iApproximate average salary by contribution assumption: employee only about $438,335 at 4% or $292,223 at 6%; with 50% employer match about $292,223 at 4% or $194,816 at 6%; with 100% employer match about $219,168 at 4% or $146,112 at 6%. |
| 2010 | 1 | 7 | $872,524 | $213,276 | $30,468iApproximate average salary by contribution assumption: employee only about $761,700 at 4% or $507,800 at 6%; with 50% employer match about $507,800 at 4% or $338,533 at 6%; with 100% employer match about $380,850 at 4% or $253,900 at 6%. |
| Taft & Partners Personal Pension Plan | - | 7 | $872,524 | $213,276 | $30,468iApproximate average salary by contribution assumption: employee only about $761,700 at 4% or $507,800 at 6%; with 50% employer match about $507,800 at 4% or $338,533 at 6%; with 100% employer match about $380,850 at 4% or $253,900 at 6%. |
| 2009 | 1 | 6 | $646,106 | $297,884 | $49,647iApproximate average salary by contribution assumption: employee only about $1,241,183 at 4% or $827,456 at 6%; with 50% employer match about $827,456 at 4% or $551,637 at 6%; with 100% employer match about $620,592 at 4% or $413,728 at 6%. |
| Taft & Partners Personal Pension Plan | - | 6 | $646,106 | $297,884 | $49,647iApproximate average salary by contribution assumption: employee only about $1,241,183 at 4% or $827,456 at 6%; with 50% employer match about $827,456 at 4% or $551,637 at 6%; with 100% employer match about $620,592 at 4% or $413,728 at 6%. |
| 2008 | 1 | 5 | $248,852 | $149,500 | $29,900iApproximate average salary by contribution assumption: employee only about $747,500 at 4% or $498,333 at 6%; with 50% employer match about $498,333 at 4% or $332,222 at 6%; with 100% employer match about $373,750 at 4% or $249,167 at 6%. |
| Taft & Partners Personal Pension Plan | - | 5 | $248,852 | $149,500 | $29,900iApproximate average salary by contribution assumption: employee only about $747,500 at 4% or $498,333 at 6%; with 50% employer match about $498,333 at 4% or $332,222 at 6%; with 100% employer match about $373,750 at 4% or $249,167 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Taft & Partners Personal Pension Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $145,504 | $35,683 | $8,921iApproximate average salary by contribution assumption: employee only about $223,019 at 4% or $148,679 at 6%; with 50% employer match about $148,679 at 4% or $99,119 at 6%; with 100% employer match about $111,509 at 4% or $74,340 at 6%. |
| Taft & Partners Personal Pension Plan | - | 4 | $145,504 | $35,683 | $8,921iApproximate average salary by contribution assumption: employee only about $223,019 at 4% or $148,679 at 6%; with 50% employer match about $148,679 at 4% or $99,119 at 6%; with 100% employer match about $111,509 at 4% or $74,340 at 6%. |