Wiles + Taylor & Co. PC
Plan context: Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust
EIN 62-1259539 • Nashville, TN • 43 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
56
2024 Assets
$6,668,752
2024 Contributions
$727,630
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 | 56 | $6,668,752 | $727,630 | $12,993iApproximate average salary by contribution assumption: employee only about $324,835 at 4% or $216,557 at 6%; with 50% employer match about $216,557 at 4% or $144,371 at 6%; with 100% employer match about $162,417 at 4% or $108,278 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 56 | $6,668,752 | $727,630 | $12,993iApproximate average salary by contribution assumption: employee only about $324,835 at 4% or $216,557 at 6%; with 50% employer match about $216,557 at 4% or $144,371 at 6%; with 100% employer match about $162,417 at 4% or $108,278 at 6%. |
| 2023 | 1 | 53 | $5,342,950 | $570,243 | $10,759iApproximate average salary by contribution assumption: employee only about $268,983 at 4% or $179,322 at 6%; with 50% employer match about $179,322 at 4% or $119,548 at 6%; with 100% employer match about $134,491 at 4% or $89,661 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 53 | $5,342,950 | $570,243 | $10,759iApproximate average salary by contribution assumption: employee only about $268,983 at 4% or $179,322 at 6%; with 50% employer match about $179,322 at 4% or $119,548 at 6%; with 100% employer match about $134,491 at 4% or $89,661 at 6%. |
| 2022 | 1 | 45 | $4,192,239 | $310,384 | $6,897iApproximate average salary by contribution assumption: employee only about $172,436 at 4% or $114,957 at 6%; with 50% employer match about $114,957 at 4% or $76,638 at 6%; with 100% employer match about $86,218 at 4% or $57,479 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 45 | $4,192,239 | $310,384 | $6,897iApproximate average salary by contribution assumption: employee only about $172,436 at 4% or $114,957 at 6%; with 50% employer match about $114,957 at 4% or $76,638 at 6%; with 100% employer match about $86,218 at 4% or $57,479 at 6%. |
| 2021 | 1 | 51 | $4,704,267 | $462,625 | $9,071iApproximate average salary by contribution assumption: employee only about $226,777 at 4% or $151,185 at 6%; with 50% employer match about $151,185 at 4% or $100,790 at 6%; with 100% employer match about $113,388 at 4% or $75,592 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 51 | $4,704,267 | $462,625 | $9,071iApproximate average salary by contribution assumption: employee only about $226,777 at 4% or $151,185 at 6%; with 50% employer match about $151,185 at 4% or $100,790 at 6%; with 100% employer match about $113,388 at 4% or $75,592 at 6%. |
| 2020 | 1 | 48 | $3,982,518 | $312,553 | $6,512iApproximate average salary by contribution assumption: employee only about $162,788 at 4% or $108,525 at 6%; with 50% employer match about $108,525 at 4% or $72,350 at 6%; with 100% employer match about $81,394 at 4% or $54,263 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 48 | $3,982,518 | $312,553 | $6,512iApproximate average salary by contribution assumption: employee only about $162,788 at 4% or $108,525 at 6%; with 50% employer match about $108,525 at 4% or $72,350 at 6%; with 100% employer match about $81,394 at 4% or $54,263 at 6%. |
| 2019 | 1 | 42 | $3,314,015 | $362,724 | $8,636iApproximate average salary by contribution assumption: employee only about $215,907 at 4% or $143,938 at 6%; with 50% employer match about $143,938 at 4% or $95,959 at 6%; with 100% employer match about $107,954 at 4% or $71,969 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 42 | $3,314,015 | $362,724 | $8,636iApproximate average salary by contribution assumption: employee only about $215,907 at 4% or $143,938 at 6%; with 50% employer match about $143,938 at 4% or $95,959 at 6%; with 100% employer match about $107,954 at 4% or $71,969 at 6%. |
| 2018 | 1 | 41 | $2,471,230 | $365,266 | $8,909iApproximate average salary by contribution assumption: employee only about $222,723 at 4% or $148,482 at 6%; with 50% employer match about $148,482 at 4% or $98,988 at 6%; with 100% employer match about $111,362 at 4% or $74,241 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 41 | $2,471,230 | $365,266 | $8,909iApproximate average salary by contribution assumption: employee only about $222,723 at 4% or $148,482 at 6%; with 50% employer match about $148,482 at 4% or $98,988 at 6%; with 100% employer match about $111,362 at 4% or $74,241 at 6%. |
| 2017 | 1 | 34 | $2,293,450 | $537,771 | $15,817iApproximate average salary by contribution assumption: employee only about $395,420 at 4% or $263,613 at 6%; with 50% employer match about $263,613 at 4% or $175,742 at 6%; with 100% employer match about $197,710 at 4% or $131,807 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 34 | $2,293,450 | $537,771 | $15,817iApproximate average salary by contribution assumption: employee only about $395,420 at 4% or $263,613 at 6%; with 50% employer match about $263,613 at 4% or $175,742 at 6%; with 100% employer match about $197,710 at 4% or $131,807 at 6%. |
| 2016 | 3 | 31 | $2,234,304 | $217,423 | $7,014iApproximate average salary by contribution assumption: employee only about $175,341 at 4% or $116,894 at 6%; with 50% employer match about $116,894 at 4% or $77,929 at 6%; with 100% employer match about $87,671 at 4% or $58,447 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 31 | $1,481,011 | $217,423 | $7,014iApproximate average salary by contribution assumption: employee only about $175,341 at 4% or $116,894 at 6%; with 50% employer match about $116,894 at 4% or $77,929 at 6%; with 100% employer match about $87,671 at 4% or $58,447 at 6%. |
| Smith Wiles & Company PC Esop | - | 22 | $753,293 | - | - |
| Smith Wiles & Company PC Esop | - | 0 | - | - | - |
| 2015 | 2 | 25 | $1,948,505 | $391,987 | $15,679iApproximate average salary by contribution assumption: employee only about $391,987 at 4% or $261,325 at 6%; with 50% employer match about $261,325 at 4% or $174,216 at 6%; with 100% employer match about $195,994 at 4% or $130,662 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 25 | $1,200,171 | $180,422 | $7,217iApproximate average salary by contribution assumption: employee only about $180,422 at 4% or $120,281 at 6%; with 50% employer match about $120,281 at 4% or $80,188 at 6%; with 100% employer match about $90,211 at 4% or $60,141 at 6%. |
| Smith Wiles & Company PC Esop | - | 24 | $748,334 | $211,565 | $8,815iApproximate average salary by contribution assumption: employee only about $220,380 at 4% or $146,920 at 6%; with 50% employer match about $146,920 at 4% or $97,947 at 6%; with 100% employer match about $110,190 at 4% or $73,460 at 6%. |
| 2014 | 2 | 20 | $1,955,004 | $217,610 | $10,881iApproximate average salary by contribution assumption: employee only about $272,013 at 4% or $181,342 at 6%; with 50% employer match about $181,342 at 4% or $120,894 at 6%; with 100% employer match about $136,006 at 4% or $90,671 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 20 | $1,050,730 | $147,568 | $7,378iApproximate average salary by contribution assumption: employee only about $184,460 at 4% or $122,973 at 6%; with 50% employer match about $122,973 at 4% or $81,982 at 6%; with 100% employer match about $92,230 at 4% or $61,487 at 6%. |
| Smith Wiles & Company PC Esop | - | 17 | $904,274 | $70,042 | $4,120iApproximate average salary by contribution assumption: employee only about $103,003 at 4% or $68,669 at 6%; with 50% employer match about $68,669 at 4% or $45,779 at 6%; with 100% employer match about $51,501 at 4% or $34,334 at 6%. |
| 2013 | 2 | 21 | $1,744,909 | $298,786 | $14,228iApproximate average salary by contribution assumption: employee only about $355,698 at 4% or $237,132 at 6%; with 50% employer match about $237,132 at 4% or $158,088 at 6%; with 100% employer match about $177,849 at 4% or $118,566 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 21 | $990,747 | $148,864 | $7,089iApproximate average salary by contribution assumption: employee only about $177,219 at 4% or $118,146 at 6%; with 50% employer match about $118,146 at 4% or $78,764 at 6%; with 100% employer match about $88,610 at 4% or $59,073 at 6%. |
| Smith Wiles & Company PC Esop | - | 19 | $754,162 | $149,922 | $7,891iApproximate average salary by contribution assumption: employee only about $197,266 at 4% or $131,511 at 6%; with 50% employer match about $131,511 at 4% or $87,674 at 6%; with 100% employer match about $98,633 at 4% or $65,755 at 6%. |
| 2012 | 2 | 19 | $1,485,252 | $159,038 | $8,370iApproximate average salary by contribution assumption: employee only about $209,261 at 4% or $139,507 at 6%; with 50% employer match about $139,507 at 4% or $93,005 at 6%; with 100% employer match about $104,630 at 4% or $69,754 at 6%. |
| Smith Wiles & Company PC Esop | - | 19 | $788,688 | $35,000 | $1,842iApproximate average salary by contribution assumption: employee only about $46,053 at 4% or $30,702 at 6%; with 50% employer match about $30,702 at 4% or $20,468 at 6%; with 100% employer match about $23,026 at 4% or $15,351 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 15 | $696,564 | $124,038 | $8,269iApproximate average salary by contribution assumption: employee only about $206,730 at 4% or $137,820 at 6%; with 50% employer match about $137,820 at 4% or $91,880 at 6%; with 100% employer match about $103,365 at 4% or $68,910 at 6%. |
| 2011 | 2 | 20 | $1,417,547 | $184,488 | $9,224iApproximate average salary by contribution assumption: employee only about $230,610 at 4% or $153,740 at 6%; with 50% employer match about $153,740 at 4% or $102,493 at 6%; with 100% employer match about $115,305 at 4% or $76,870 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 20 | $713,524 | $124,732 | $6,237iApproximate average salary by contribution assumption: employee only about $155,915 at 4% or $103,943 at 6%; with 50% employer match about $103,943 at 4% or $69,296 at 6%; with 100% employer match about $77,958 at 4% or $51,972 at 6%. |
| Smith Wiles & Company PC Esop | - | 14 | $704,023 | $59,756 | $4,268iApproximate average salary by contribution assumption: employee only about $106,707 at 4% or $71,138 at 6%; with 50% employer match about $71,138 at 4% or $47,425 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%. |
| 2010 | 2 | 21 | $1,302,090 | $161,402 | $7,686iApproximate average salary by contribution assumption: employee only about $192,145 at 4% or $128,097 at 6%; with 50% employer match about $128,097 at 4% or $85,398 at 6%; with 100% employer match about $96,073 at 4% or $64,048 at 6%. |
| Smith Wiles & Company PC Esop | - | 15 | $666,787 | $58,865 | $3,924iApproximate average salary by contribution assumption: employee only about $98,108 at 4% or $65,406 at 6%; with 50% employer match about $65,406 at 4% or $43,604 at 6%; with 100% employer match about $49,054 at 4% or $32,703 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 21 | $635,303 | $102,537 | $4,883iApproximate average salary by contribution assumption: employee only about $122,068 at 4% or $81,379 at 6%; with 50% employer match about $81,379 at 4% or $54,252 at 6%; with 100% employer match about $61,034 at 4% or $40,689 at 6%. |
| 2009 | 2 | 23 | $1,281,619 | $148,208 | $6,444iApproximate average salary by contribution assumption: employee only about $161,096 at 4% or $107,397 at 6%; with 50% employer match about $107,397 at 4% or $71,598 at 6%; with 100% employer match about $80,548 at 4% or $53,699 at 6%. |
| Smith Wiles & Company PC Esop | - | 17 | $783,345 | $68,947 | $4,056iApproximate average salary by contribution assumption: employee only about $101,393 at 4% or $67,595 at 6%; with 50% employer match about $67,595 at 4% or $45,063 at 6%; with 100% employer match about $50,696 at 4% or $33,798 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 23 | $498,274 | $79,261 | $3,446iApproximate average salary by contribution assumption: employee only about $86,153 at 4% or $57,436 at 6%; with 50% employer match about $57,436 at 4% or $38,290 at 6%; with 100% employer match about $43,077 at 4% or $28,718 at 6%. |
| 2008 | 2 | 16 | $0 | $0 | - |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 15 | - | - | - |
| Smith Wiles & Company PC Esop | - | 16 | - | - | - |
| 2007 | 2 | 18 | $0 | $0 | - |
| Smith Wiles & Company PC Esop | - | 18 | - | - | - |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 14 | - | - | - |
| 2006 | 2 | 13 | $2,750,906 | $115,398 | $8,877iApproximate average salary by contribution assumption: employee only about $221,919 at 4% or $147,946 at 6%; with 50% employer match about $147,946 at 4% or $98,631 at 6%; with 100% employer match about $110,960 at 4% or $73,973 at 6%. |
| Smith Wiles & Company PC Esop | - | 12 | $2,180,765 | $57,500 | $4,792iApproximate average salary by contribution assumption: employee only about $119,792 at 4% or $79,861 at 6%; with 50% employer match about $79,861 at 4% or $53,241 at 6%; with 100% employer match about $59,896 at 4% or $39,931 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 13 | $570,141 | $57,898 | $4,454iApproximate average salary by contribution assumption: employee only about $111,342 at 4% or $74,228 at 6%; with 50% employer match about $74,228 at 4% or $49,485 at 6%; with 100% employer match about $55,671 at 4% or $37,114 at 6%. |
| 2005 | 2 | 14 | $2,434,481 | $104,866 | $7,490iApproximate average salary by contribution assumption: employee only about $187,261 at 4% or $124,840 at 6%; with 50% employer match about $124,840 at 4% or $83,227 at 6%; with 100% employer match about $93,630 at 4% or $62,420 at 6%. |
| Smith Wiles & Company PC Esop | - | 12 | $1,937,560 | $50,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 14 | $496,921 | $54,866 | $3,919iApproximate average salary by contribution assumption: employee only about $97,975 at 4% or $65,317 at 6%; with 50% employer match about $65,317 at 4% or $43,544 at 6%; with 100% employer match about $48,988 at 4% or $32,658 at 6%. |
| 2004 | 2 | 7 | $1,766,342 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Smith Wiles & Company PC Esop | - | 7 | $1,415,838 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 0 | $350,504 | - | - |
| 2003 | 2 | 7 | $1,572,995 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Smith Wiles & Company PC Esop | - | 7 | $1,232,700 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 7 | $340,295 | - | - |
| 2002 | 2 | 8 | $1,595,988 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Smith Wiles & Company PC Esop | - | 8 | $1,595,988 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 7 | - | - | - |
| 2001 | 2 | 8 | $0 | $0 | - |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 8 | - | - | - |
| Smith Wiles & Company PC Esop | - | 8 | - | - | - |
| 2000 | 2 | 8 | $0 | $0 | - |
| Smith Wiles & Company PC Esop | - | 8 | - | - | - |
| Wiles + Taylor & Co. PC 401(K) Profit Sharing Plan & Trust | - | 8 | - | - | - |