Thaler and Townsend, P.A.
Plan context: Thaler and Townsend, P. a. 401(K) Profit Sharing Plan
EIN 59-1274154 • Gainesville, FL • 23 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$7,647,204
2024 Contributions
$328,703
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $7,647,204 | $328,703 | $19,335iApproximate average salary by contribution assumption: employee only about $483,387 at 4% or $322,258 at 6%; with 50% employer match about $322,258 at 4% or $214,839 at 6%; with 100% employer match about $241,693 at 4% or $161,129 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 17 | $7,647,204 | $328,703 | $19,335iApproximate average salary by contribution assumption: employee only about $483,387 at 4% or $322,258 at 6%; with 50% employer match about $322,258 at 4% or $214,839 at 6%; with 100% employer match about $241,693 at 4% or $161,129 at 6%. |
| 2023 | 1 | 17 | $7,275,984 | $302,922 | $17,819iApproximate average salary by contribution assumption: employee only about $445,474 at 4% or $296,982 at 6%; with 50% employer match about $296,982 at 4% or $197,988 at 6%; with 100% employer match about $222,737 at 4% or $148,491 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 17 | $7,275,984 | $302,922 | $17,819iApproximate average salary by contribution assumption: employee only about $445,474 at 4% or $296,982 at 6%; with 50% employer match about $296,982 at 4% or $197,988 at 6%; with 100% employer match about $222,737 at 4% or $148,491 at 6%. |
| 2022 | 1 | 17 | $6,043,435 | $294,612 | $17,330iApproximate average salary by contribution assumption: employee only about $433,253 at 4% or $288,835 at 6%; with 50% employer match about $288,835 at 4% or $192,557 at 6%; with 100% employer match about $216,626 at 4% or $144,418 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 17 | $6,043,435 | $294,612 | $17,330iApproximate average salary by contribution assumption: employee only about $433,253 at 4% or $288,835 at 6%; with 50% employer match about $288,835 at 4% or $192,557 at 6%; with 100% employer match about $216,626 at 4% or $144,418 at 6%. |
| 2021 | 1 | 16 | $6,608,266 | $285,121 | $17,820iApproximate average salary by contribution assumption: employee only about $445,502 at 4% or $297,001 at 6%; with 50% employer match about $297,001 at 4% or $198,001 at 6%; with 100% employer match about $222,751 at 4% or $148,501 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 16 | $6,608,266 | $285,121 | $17,820iApproximate average salary by contribution assumption: employee only about $445,502 at 4% or $297,001 at 6%; with 50% employer match about $297,001 at 4% or $198,001 at 6%; with 100% employer match about $222,751 at 4% or $148,501 at 6%. |
| 2020 | 1 | 20 | $5,487,256 | $244,371 | $12,219iApproximate average salary by contribution assumption: employee only about $305,464 at 4% or $203,643 at 6%; with 50% employer match about $203,643 at 4% or $135,762 at 6%; with 100% employer match about $152,732 at 4% or $101,821 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 20 | $5,487,256 | $244,371 | $12,219iApproximate average salary by contribution assumption: employee only about $305,464 at 4% or $203,643 at 6%; with 50% employer match about $203,643 at 4% or $135,762 at 6%; with 100% employer match about $152,732 at 4% or $101,821 at 6%. |
| 2019 | 1 | 23 | $5,422,511 | $260,905 | $11,344iApproximate average salary by contribution assumption: employee only about $283,592 at 4% or $189,062 at 6%; with 50% employer match about $189,062 at 4% or $126,041 at 6%; with 100% employer match about $141,796 at 4% or $94,531 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 23 | $5,422,511 | $260,905 | $11,344iApproximate average salary by contribution assumption: employee only about $283,592 at 4% or $189,062 at 6%; with 50% employer match about $189,062 at 4% or $126,041 at 6%; with 100% employer match about $141,796 at 4% or $94,531 at 6%. |
| 2018 | 1 | 24 | $4,358,800 | $292,063 | $12,169iApproximate average salary by contribution assumption: employee only about $304,232 at 4% or $202,822 at 6%; with 50% employer match about $202,822 at 4% or $135,214 at 6%; with 100% employer match about $152,116 at 4% or $101,411 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 24 | $4,358,800 | $292,063 | $12,169iApproximate average salary by contribution assumption: employee only about $304,232 at 4% or $202,822 at 6%; with 50% employer match about $202,822 at 4% or $135,214 at 6%; with 100% employer match about $152,116 at 4% or $101,411 at 6%. |
| 2017 | 1 | 25 | $4,350,508 | $239,817 | $9,593iApproximate average salary by contribution assumption: employee only about $239,817 at 4% or $159,878 at 6%; with 50% employer match about $159,878 at 4% or $106,585 at 6%; with 100% employer match about $119,909 at 4% or $79,939 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 25 | $4,350,508 | $239,817 | $9,593iApproximate average salary by contribution assumption: employee only about $239,817 at 4% or $159,878 at 6%; with 50% employer match about $159,878 at 4% or $106,585 at 6%; with 100% employer match about $119,909 at 4% or $79,939 at 6%. |
| 2016 | 1 | 24 | $3,552,908 | $224,445 | $9,352iApproximate average salary by contribution assumption: employee only about $233,797 at 4% or $155,865 at 6%; with 50% employer match about $155,865 at 4% or $103,910 at 6%; with 100% employer match about $116,898 at 4% or $77,932 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 24 | $3,552,908 | $224,445 | $9,352iApproximate average salary by contribution assumption: employee only about $233,797 at 4% or $155,865 at 6%; with 50% employer match about $155,865 at 4% or $103,910 at 6%; with 100% employer match about $116,898 at 4% or $77,932 at 6%. |
| 2015 | 1 | 24 | $3,104,709 | $221,658 | $9,236iApproximate average salary by contribution assumption: employee only about $230,894 at 4% or $153,929 at 6%; with 50% employer match about $153,929 at 4% or $102,619 at 6%; with 100% employer match about $115,447 at 4% or $76,965 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 24 | $3,104,709 | $221,658 | $9,236iApproximate average salary by contribution assumption: employee only about $230,894 at 4% or $153,929 at 6%; with 50% employer match about $153,929 at 4% or $102,619 at 6%; with 100% employer match about $115,447 at 4% or $76,965 at 6%. |
| 2014 | 1 | 23 | $3,006,272 | $206,427 | $8,975iApproximate average salary by contribution assumption: employee only about $224,377 at 4% or $149,585 at 6%; with 50% employer match about $149,585 at 4% or $99,723 at 6%; with 100% employer match about $112,189 at 4% or $74,792 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 23 | $3,006,272 | $206,427 | $8,975iApproximate average salary by contribution assumption: employee only about $224,377 at 4% or $149,585 at 6%; with 50% employer match about $149,585 at 4% or $99,723 at 6%; with 100% employer match about $112,189 at 4% or $74,792 at 6%. |
| 2013 | 1 | 23 | $2,595,592 | $213,726 | $9,292iApproximate average salary by contribution assumption: employee only about $232,311 at 4% or $154,874 at 6%; with 50% employer match about $154,874 at 4% or $103,249 at 6%; with 100% employer match about $116,155 at 4% or $77,437 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 23 | $2,595,592 | $213,726 | $9,292iApproximate average salary by contribution assumption: employee only about $232,311 at 4% or $154,874 at 6%; with 50% employer match about $154,874 at 4% or $103,249 at 6%; with 100% employer match about $116,155 at 4% or $77,437 at 6%. |
| 2012 | 1 | 23 | $2,038,969 | $183,640 | $7,984iApproximate average salary by contribution assumption: employee only about $199,609 at 4% or $133,072 at 6%; with 50% employer match about $133,072 at 4% or $88,715 at 6%; with 100% employer match about $99,804 at 4% or $66,536 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 23 | $2,038,969 | $183,640 | $7,984iApproximate average salary by contribution assumption: employee only about $199,609 at 4% or $133,072 at 6%; with 50% employer match about $133,072 at 4% or $88,715 at 6%; with 100% employer match about $99,804 at 4% or $66,536 at 6%. |
| 2011 | 1 | 24 | $1,736,413 | $205,315 | $8,555iApproximate average salary by contribution assumption: employee only about $213,870 at 4% or $142,580 at 6%; with 50% employer match about $142,580 at 4% or $95,053 at 6%; with 100% employer match about $106,935 at 4% or $71,290 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 24 | $1,736,413 | $205,315 | $8,555iApproximate average salary by contribution assumption: employee only about $213,870 at 4% or $142,580 at 6%; with 50% employer match about $142,580 at 4% or $95,053 at 6%; with 100% employer match about $106,935 at 4% or $71,290 at 6%. |
| 2010 | 1 | 25 | $2,023,990 | $212,672 | $8,507iApproximate average salary by contribution assumption: employee only about $212,672 at 4% or $141,781 at 6%; with 50% employer match about $141,781 at 4% or $94,521 at 6%; with 100% employer match about $106,336 at 4% or $70,891 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 25 | $2,023,990 | $212,672 | $8,507iApproximate average salary by contribution assumption: employee only about $212,672 at 4% or $141,781 at 6%; with 50% employer match about $141,781 at 4% or $94,521 at 6%; with 100% employer match about $106,336 at 4% or $70,891 at 6%. |
| 2009 | 1 | 23 | $1,705,458 | $219,064 | $9,525iApproximate average salary by contribution assumption: employee only about $238,113 at 4% or $158,742 at 6%; with 50% employer match about $158,742 at 4% or $105,828 at 6%; with 100% employer match about $119,057 at 4% or $79,371 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 23 | $1,705,458 | $219,064 | $9,525iApproximate average salary by contribution assumption: employee only about $238,113 at 4% or $158,742 at 6%; with 50% employer match about $158,742 at 4% or $105,828 at 6%; with 100% employer match about $119,057 at 4% or $79,371 at 6%. |
| 2008 | 1 | 18 | $1,163,976 | $212,434 | $11,802iApproximate average salary by contribution assumption: employee only about $295,047 at 4% or $196,698 at 6%; with 50% employer match about $196,698 at 4% or $131,132 at 6%; with 100% employer match about $147,524 at 4% or $98,349 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 18 | $1,163,976 | $212,434 | $11,802iApproximate average salary by contribution assumption: employee only about $295,047 at 4% or $196,698 at 6%; with 50% employer match about $196,698 at 4% or $131,132 at 6%; with 100% employer match about $147,524 at 4% or $98,349 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 20 | - | - | - |
| 2006 | 1 | 19 | $1,166,871 | $240,156 | $12,640iApproximate average salary by contribution assumption: employee only about $315,995 at 4% or $210,663 at 6%; with 50% employer match about $210,663 at 4% or $140,442 at 6%; with 100% employer match about $157,997 at 4% or $105,332 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 19 | $1,166,871 | $240,156 | $12,640iApproximate average salary by contribution assumption: employee only about $315,995 at 4% or $210,663 at 6%; with 50% employer match about $210,663 at 4% or $140,442 at 6%; with 100% employer match about $157,997 at 4% or $105,332 at 6%. |
| 2005 | 1 | 21 | $846,562 | $31,315 | $1,491iApproximate average salary by contribution assumption: employee only about $37,280 at 4% or $24,853 at 6%; with 50% employer match about $24,853 at 4% or $16,569 at 6%; with 100% employer match about $18,640 at 4% or $12,427 at 6%. |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 21 | $846,562 | $31,315 | $1,491iApproximate average salary by contribution assumption: employee only about $37,280 at 4% or $24,853 at 6%; with 50% employer match about $24,853 at 4% or $16,569 at 6%; with 100% employer match about $18,640 at 4% or $12,427 at 6%. |
| 2003 | 1 | 20 | $0 | $0 | - |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 20 | - | - | - |
| 2002 | 1 | 17 | $0 | $0 | - |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 17 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| Thaler and Townsend, P. a. 401(K) Profit Sharing Plan | - | 13 | - | - | - |