Taylor, Bean & Whitaker Mortgage Corp.
Plan context: TAYLOR, BEAN AND WHITAKER MORTGAGE CORPORATION 401(K) PLAN
EIN 59-3069391 • Ocala, FL • 14 filings • 7 plans
Current Snapshot
Latest Year
2010
2010 Participants
162
2010 Assets
$6,542,491
2010 Contributions
$1,882,292
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Taylor, Bean & Whitaker Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2009 | 2 | 162 | $0 | $1,882,292 | $11,619iApproximate average salary by contribution assumption: employee only about $290,477 at 4% or $193,651 at 6%; with 50% employer match about $193,651 at 4% or $129,101 at 6%; with 100% employer match about $145,239 at 4% or $96,826 at 6%. |
| TAYLOR, BEAN AND WHITAKER MORTGAGE CORPORATION 401(K) PLAN | - | 0 | - | $1,882,292 | - |
| Taylor, Bean & Whitaker Employee Stock Ownership Plan | - | 162 | - | - | - |
| 2008 | 1 | 2,440 | $6,542,491 | $2,455,768 | $1,006iApproximate average salary by contribution assumption: employee only about $25,162 at 4% or $16,774 at 6%; with 50% employer match about $16,774 at 4% or $11,183 at 6%; with 100% employer match about $12,581 at 4% or $8,387 at 6%. |
| TAYLOR, BEAN AND WHITAKER MORTGAGE CORPORATION 401K PLAN | - | 2,440 | $6,542,491 | $2,455,768 | $1,006iApproximate average salary by contribution assumption: employee only about $25,162 at 4% or $16,774 at 6%; with 50% employer match about $16,774 at 4% or $11,183 at 6%; with 100% employer match about $12,581 at 4% or $8,387 at 6%. |
| 2007 | 3 | 2,148 | $10,183,163 | $5,219,656 | $2,430iApproximate average salary by contribution assumption: employee only about $60,750 at 4% or $40,500 at 6%; with 50% employer match about $40,500 at 4% or $27,000 at 6%; with 100% employer match about $30,375 at 4% or $20,250 at 6%. |
| TAYLOR, BEAN AND WHITAKER MORTGAGE CORPORATION 401K PLAN | - | 2,148 | $7,504,000 | $2,630,189 | $1,224iApproximate average salary by contribution assumption: employee only about $30,612 at 4% or $20,408 at 6%; with 50% employer match about $20,408 at 4% or $13,605 at 6%; with 100% employer match about $15,306 at 4% or $10,204 at 6%. |
| Taylor, Bean & Whitaker Employee Stock Ownership Plan | - | 1,231 | $2,679,163 | $2,589,467 | $2,104iApproximate average salary by contribution assumption: employee only about $52,589 at 4% or $35,059 at 6%; with 50% employer match about $35,059 at 4% or $23,373 at 6%; with 100% employer match about $26,294 at 4% or $17,530 at 6%. |
| TAYLOR, BEAN & WHITAKER MORTGAGE CORPORATION WELFARE BENEFIT PLAN | - | 1,984 | - | - | - |
| 2006 | 2 | 1,703 | $5,169,012 | $1,608,675 | $945iApproximate average salary by contribution assumption: employee only about $23,615 at 4% or $15,744 at 6%; with 50% employer match about $15,744 at 4% or $10,496 at 6%; with 100% employer match about $11,808 at 4% or $7,872 at 6%. |
| TAYLOR, BEAN AND WHITAKER MORTGAGE CORPORATION 401K PLAN | - | 1,703 | $5,169,012 | $1,608,675 | $945iApproximate average salary by contribution assumption: employee only about $23,615 at 4% or $15,744 at 6%; with 50% employer match about $15,744 at 4% or $10,496 at 6%; with 100% employer match about $11,808 at 4% or $7,872 at 6%. |
| TAYLOR, BEAN & WHITAKER MORTGAGE CORPORATION WELFARE BENEFIT PLAN | - | 1,556 | - | - | - |
| 2005 | 2 | 1,855 | $3,521,627 | $1,166,310 | $629iApproximate average salary by contribution assumption: employee only about $15,718 at 4% or $10,479 at 6%; with 50% employer match about $10,479 at 4% or $6,986 at 6%; with 100% employer match about $7,859 at 4% or $5,239 at 6%. |
| TAYLOR, BEAN & WHITAKER MORTGAGE CORPORATION 401K PLAN | - | 1,855 | $3,521,627 | $1,166,310 | $629iApproximate average salary by contribution assumption: employee only about $15,718 at 4% or $10,479 at 6%; with 50% employer match about $10,479 at 4% or $6,986 at 6%; with 100% employer match about $7,859 at 4% or $5,239 at 6%. |
| TAYLOR, BEAN & WHITAKER MORTGAGE CORPORATION WELFARE BENEFIT PLAN | - | 1,206 | - | - | - |
| 2004 | 2 | 1,696 | $2,547,419 | $547,008 | $323iApproximate average salary by contribution assumption: employee only about $8,063 at 4% or $5,375 at 6%; with 50% employer match about $5,375 at 4% or $3,584 at 6%; with 100% employer match about $4,032 at 4% or $2,688 at 6%. |
| TAYLOR, BEAN & WHITAKER MORTGAGE CORPORATION 401K PLAN | - | 1,696 | $2,547,419 | $547,008 | $323iApproximate average salary by contribution assumption: employee only about $8,063 at 4% or $5,375 at 6%; with 50% employer match about $5,375 at 4% or $3,584 at 6%; with 100% employer match about $4,032 at 4% or $2,688 at 6%. |
| TAYLOR BEAN & WHITAKER WELFARE BENEFIT PLAN | - | 877 | - | - | - |
| 2001 | 1 | 566 | $0 | $0 | - |
| TAYLOR BEAN & WHITAKER WELFARE BENE FIT PLAN | - | 566 | - | - | - |