Civic Intelligence

Gerber/Taylor Capital Advisors LP

Plan context: Gerber/Taylor Capital Advisors Profit Sharing Plan

EIN 62-1422457 • Memphis, TN • 6 filings • 3 plans

40 S. Main StOne Commerce Square - Suite 1900Memphis, TN 38103
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$63,830,910

2024 Contributions

$2,289,975

Historical Graphs

Total Assets Over Time

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

$63,830,910$31,915,455$0202120232024YearValue
$63,830,910Latest year 2024

Participants Over Time

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

47240202120232024YearValue
47Latest year 2024

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
2024247$63,830,910$2,289,975$48,723iApproximate average salary by contribution assumption: employee only about $1,218,072 at 4% or $812,048 at 6%; with 50% employer match about $812,048 at 4% or $541,365 at 6%; with 100% employer match about $609,036 at 4% or $406,024 at 6%.
Gerber/Taylor Capital Advisors Profit Sharing Plan-44$50,455,553$1,562,805$35,518iApproximate average salary by contribution assumption: employee only about $887,957 at 4% or $591,972 at 6%; with 50% employer match about $591,972 at 4% or $394,648 at 6%; with 100% employer match about $443,979 at 4% or $295,986 at 6%.
GERBER/TAYLOR CAPITAL ADVISORS 401(K) PLAN-47$13,375,357$727,170$15,472iApproximate average salary by contribution assumption: employee only about $386,793 at 4% or $257,862 at 6%; with 50% employer match about $257,862 at 4% or $171,908 at 6%; with 100% employer match about $193,396 at 4% or $128,931 at 6%.
2023245$57,883,029$1,976,558$43,924iApproximate average salary by contribution assumption: employee only about $1,098,088 at 4% or $732,059 at 6%; with 50% employer match about $732,059 at 4% or $488,039 at 6%; with 100% employer match about $549,044 at 4% or $366,029 at 6%.
Gerber/Taylor Capital Advisors Profit Sharing Plan-42$45,840,819$1,445,888$34,426iApproximate average salary by contribution assumption: employee only about $860,648 at 4% or $573,765 at 6%; with 50% employer match about $573,765 at 4% or $382,510 at 6%; with 100% employer match about $430,324 at 4% or $286,883 at 6%.
GERBER/TAYLOR CAPITAL ADVISORS 401(K) PLAN-45$12,042,210$530,670$11,793iApproximate average salary by contribution assumption: employee only about $294,817 at 4% or $196,544 at 6%; with 50% employer match about $196,544 at 4% or $131,030 at 6%; with 100% employer match about $147,408 at 4% or $98,272 at 6%.
2022140$49,750,145$1,876,965$46,924iApproximate average salary by contribution assumption: employee only about $1,173,103 at 4% or $782,069 at 6%; with 50% employer match about $782,069 at 4% or $521,379 at 6%; with 100% employer match about $586,552 at 4% or $391,034 at 6%.
Gerber/Taylor Capital Advisors Profit Sharing Plan-40$49,750,145$1,876,965$46,924iApproximate average salary by contribution assumption: employee only about $1,173,103 at 4% or $782,069 at 6%; with 50% employer match about $782,069 at 4% or $521,379 at 6%; with 100% employer match about $586,552 at 4% or $391,034 at 6%.
2021143$56,840,517$1,969,636$45,805iApproximate average salary by contribution assumption: employee only about $1,145,137 at 4% or $763,425 at 6%; with 50% employer match about $763,425 at 4% or $508,950 at 6%; with 100% employer match about $572,569 at 4% or $381,712 at 6%.
Gerber/Taylor Capital Advisors Profit Sharing Plan-43$56,840,517$1,969,636$45,805iApproximate average salary by contribution assumption: employee only about $1,145,137 at 4% or $763,425 at 6%; with 50% employer match about $763,425 at 4% or $508,950 at 6%; with 100% employer match about $572,569 at 4% or $381,712 at 6%.