Civic Intelligence

Operating Tax Specialists Inc.

Plan context: Operating Tax Specialists Inc. Profit Sharing Plan

EIN 58-1922158 • 11 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

6

2009 Assets

$538,034

2009 Contributions

$80,217

Historical Graphs

Total Assets Over Time

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

$819,348$409,674$0199920032008YearValue
$538,034Latest year 2008

Participants Over Time

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

630199920042008YearValue
6Latest year 2008

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
200910$0$0-
Operating Tax Specialists Inc. Profit Sharing Plan-0---
200816$538,034$0-
Operating Tax Specialists Inc. Profit Sharing Plan-6$538,034--
200716$0$0-
Operating Tax Specialists Inc. Profit Sharing Plan-6---
200616$819,348$0-
Operating Tax Specialists Inc. Profit Sharing Plan-6$819,348--
200516$702,635$0-
Operating Tax Specialists Inc. Profit Sharing Plan-6$702,635--
200416$654,386$0-
Operating Tax Specialists Inc. Profit Sharing Plan-6$654,386--
200316$585,263$80,217$13,370iApproximate average salary by contribution assumption: employee only about $334,238 at 4% or $222,825 at 6%; with 50% employer match about $222,825 at 4% or $148,550 at 6%; with 100% employer match about $167,119 at 4% or $111,413 at 6%.
Operating Tax Specialists Inc. Profit Sharing Plan-6$585,263$80,217$13,370iApproximate average salary by contribution assumption: employee only about $334,238 at 4% or $222,825 at 6%; with 50% employer match about $222,825 at 4% or $148,550 at 6%; with 100% employer match about $167,119 at 4% or $111,413 at 6%.
200215$407,481$72,380$14,476iApproximate average salary by contribution assumption: employee only about $361,900 at 4% or $241,267 at 6%; with 50% employer match about $241,267 at 4% or $160,844 at 6%; with 100% employer match about $180,950 at 4% or $120,633 at 6%.
Operating Tax Specialists Inc. Profit Sharing Plan-5$407,481$72,380$14,476iApproximate average salary by contribution assumption: employee only about $361,900 at 4% or $241,267 at 6%; with 50% employer match about $241,267 at 4% or $160,844 at 6%; with 100% employer match about $180,950 at 4% or $120,633 at 6%.
200115$431,444$65,930$13,186iApproximate average salary by contribution assumption: employee only about $329,650 at 4% or $219,767 at 6%; with 50% employer match about $219,767 at 4% or $146,511 at 6%; with 100% employer match about $164,825 at 4% or $109,883 at 6%.
Operating Tax Specialists Inc. Profit Sharing Plan-5$431,444$65,930$13,186iApproximate average salary by contribution assumption: employee only about $329,650 at 4% or $219,767 at 6%; with 50% employer match about $219,767 at 4% or $146,511 at 6%; with 100% employer match about $164,825 at 4% or $109,883 at 6%.
200015$456,741$0-
Operating Tax Specialists Inc. Profit Sharing Plan-5$456,741--
199916$615,709$74,504$12,417iApproximate average salary by contribution assumption: employee only about $310,433 at 4% or $206,956 at 6%; with 50% employer match about $206,956 at 4% or $137,970 at 6%; with 100% employer match about $155,217 at 4% or $103,478 at 6%.
Operating Tax Specialists Inc. Profit Sharing Plan-6$615,709$74,504$12,417iApproximate average salary by contribution assumption: employee only about $310,433 at 4% or $206,956 at 6%; with 50% employer match about $206,956 at 4% or $137,970 at 6%; with 100% employer match about $155,217 at 4% or $103,478 at 6%.