Civic Intelligence

The Washington Tax Group LLC

Plan context: The Washington Tax Group LLC 401(K) Plan

EIN 65-1243076 • Washington, DC • 24 filings • 3 plans

505 9th Street, NWSuite 830Washington, DC 20004
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$6,535,816

2025 Contributions

$117,142

Historical Graphs

Total Assets Over Time

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

$6,535,816$3,267,908$0200820172025YearValue
$6,535,816Latest year 2025

Participants Over Time

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

530200820172025YearValue
4Latest year 2025

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
202514$6,535,816$117,142$29,286iApproximate average salary by contribution assumption: employee only about $732,138 at 4% or $488,092 at 6%; with 50% employer match about $488,092 at 4% or $325,394 at 6%; with 100% employer match about $366,069 at 4% or $244,046 at 6%.
The Washington Tax Group LLC 401(K) Plan-4$6,535,816$117,142$29,286iApproximate average salary by contribution assumption: employee only about $732,138 at 4% or $488,092 at 6%; with 50% employer match about $488,092 at 4% or $325,394 at 6%; with 100% employer match about $366,069 at 4% or $244,046 at 6%.
202413$5,101,874$127,858$42,619iApproximate average salary by contribution assumption: employee only about $1,065,483 at 4% or $710,322 at 6%; with 50% employer match about $710,322 at 4% or $473,548 at 6%; with 100% employer match about $532,742 at 4% or $355,161 at 6%.
The Washington Tax Group LLC 401(K) Plan-3$5,101,874$127,858$42,619iApproximate average salary by contribution assumption: employee only about $1,065,483 at 4% or $710,322 at 6%; with 50% employer match about $710,322 at 4% or $473,548 at 6%; with 100% employer match about $532,742 at 4% or $355,161 at 6%.
202313$5,101,362$152,700$50,900iApproximate average salary by contribution assumption: employee only about $1,272,500 at 4% or $848,333 at 6%; with 50% employer match about $848,333 at 4% or $565,556 at 6%; with 100% employer match about $636,250 at 4% or $424,167 at 6%.
The Washington Tax Group LLC 401(K) Plan-3$5,101,362$152,700$50,900iApproximate average salary by contribution assumption: employee only about $1,272,500 at 4% or $848,333 at 6%; with 50% employer match about $848,333 at 4% or $565,556 at 6%; with 100% employer match about $636,250 at 4% or $424,167 at 6%.
202213$3,792,007$137,750$45,917iApproximate average salary by contribution assumption: employee only about $1,147,917 at 4% or $765,278 at 6%; with 50% employer match about $765,278 at 4% or $510,185 at 6%; with 100% employer match about $573,958 at 4% or $382,639 at 6%.
The Washington Tax Group LLC 401(K) Plan-3$3,792,007$137,750$45,917iApproximate average salary by contribution assumption: employee only about $1,147,917 at 4% or $765,278 at 6%; with 50% employer match about $765,278 at 4% or $510,185 at 6%; with 100% employer match about $573,958 at 4% or $382,639 at 6%.
202115$5,208,563$153,261$30,652iApproximate average salary by contribution assumption: employee only about $766,305 at 4% or $510,870 at 6%; with 50% employer match about $510,870 at 4% or $340,580 at 6%; with 100% employer match about $383,153 at 4% or $255,435 at 6%.
The Washington Tax Group LLC 401(K) Plan-5$5,208,563$153,261$30,652iApproximate average salary by contribution assumption: employee only about $766,305 at 4% or $510,870 at 6%; with 50% employer match about $510,870 at 4% or $340,580 at 6%; with 100% employer match about $383,153 at 4% or $255,435 at 6%.
202015$4,070,025$159,225$31,845iApproximate average salary by contribution assumption: employee only about $796,125 at 4% or $530,750 at 6%; with 50% employer match about $530,750 at 4% or $353,833 at 6%; with 100% employer match about $398,063 at 4% or $265,375 at 6%.
The Washington Tax Group LLC 401(K) Plan-5$4,070,025$159,225$31,845iApproximate average salary by contribution assumption: employee only about $796,125 at 4% or $530,750 at 6%; with 50% employer match about $530,750 at 4% or $353,833 at 6%; with 100% employer match about $398,063 at 4% or $265,375 at 6%.
201915$3,354,452$174,206$34,841iApproximate average salary by contribution assumption: employee only about $871,030 at 4% or $580,687 at 6%; with 50% employer match about $580,687 at 4% or $387,124 at 6%; with 100% employer match about $435,515 at 4% or $290,343 at 6%.
The Washington Tax Group LLC 401(K) Plan-5$3,354,452$174,206$34,841iApproximate average salary by contribution assumption: employee only about $871,030 at 4% or $580,687 at 6%; with 50% employer match about $580,687 at 4% or $387,124 at 6%; with 100% employer match about $435,515 at 4% or $290,343 at 6%.
201814$2,443,448$128,186$32,047iApproximate average salary by contribution assumption: employee only about $801,163 at 4% or $534,108 at 6%; with 50% employer match about $534,108 at 4% or $356,072 at 6%; with 100% employer match about $400,581 at 4% or $267,054 at 6%.
The Washington Tax Group LLC 401(K) Plan-4$2,443,448$128,186$32,047iApproximate average salary by contribution assumption: employee only about $801,163 at 4% or $534,108 at 6%; with 50% employer match about $534,108 at 4% or $356,072 at 6%; with 100% employer match about $400,581 at 4% or $267,054 at 6%.
201713$2,571,760$117,720$39,240iApproximate average salary by contribution assumption: employee only about $981,000 at 4% or $654,000 at 6%; with 50% employer match about $654,000 at 4% or $436,000 at 6%; with 100% employer match about $490,500 at 4% or $327,000 at 6%.
The Washington Tax Group LLC 401(K) Plan-3$2,571,760$117,720$39,240iApproximate average salary by contribution assumption: employee only about $981,000 at 4% or $654,000 at 6%; with 50% employer match about $654,000 at 4% or $436,000 at 6%; with 100% employer match about $490,500 at 4% or $327,000 at 6%.
201614$2,022,823$118,815$29,704iApproximate average salary by contribution assumption: employee only about $742,594 at 4% or $495,063 at 6%; with 50% employer match about $495,063 at 4% or $330,042 at 6%; with 100% employer match about $371,297 at 4% or $247,531 at 6%.
The Washington Tax Group LLC 401(K) Plan-4$2,022,823$118,815$29,704iApproximate average salary by contribution assumption: employee only about $742,594 at 4% or $495,063 at 6%; with 50% employer match about $495,063 at 4% or $330,042 at 6%; with 100% employer match about $371,297 at 4% or $247,531 at 6%.
201523$1,787,064$1,359,245$453,082iApproximate average salary by contribution assumption: employee only about $11,327,042 at 4% or $7,551,361 at 6%; with 50% employer match about $7,551,361 at 4% or $5,034,241 at 6%; with 100% employer match about $5,663,521 at 4% or $3,775,681 at 6%.
The Washington Tax Group LLC 401(K) Plan-3$1,787,064$1,359,245$453,082iApproximate average salary by contribution assumption: employee only about $11,327,042 at 4% or $7,551,361 at 6%; with 50% employer match about $7,551,361 at 4% or $5,034,241 at 6%; with 100% employer match about $5,663,521 at 4% or $3,775,681 at 6%.
THE WASHINGTON TAX GROUP, LLC DEFINED BENEFIT PLAN-0---
201423$441,060$91,500$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
The Washington Tax Group LLC 401(K) Plan-3$441,060$91,500$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
THE WASHINGTON TAX GROUP, LLC DEFINED BENEFIT PLAN-2---
201322$325,480$60,500$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
The Washington Tax Group LLC 401(K) Plan-2$325,480$60,500$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
THE WASHINGTON TAX GROUP, LLC DEFINED BENEFIT PLAN-2---
201222$205,876$57,875$28,938iApproximate average salary by contribution assumption: employee only about $723,438 at 4% or $482,292 at 6%; with 50% employer match about $482,292 at 4% or $321,528 at 6%; with 100% employer match about $361,719 at 4% or $241,146 at 6%.
The Washington Tax Group LLC 401(K) Plan-2$205,876$57,875$28,938iApproximate average salary by contribution assumption: employee only about $723,438 at 4% or $482,292 at 6%; with 50% employer match about $482,292 at 4% or $321,528 at 6%; with 100% employer match about $361,719 at 4% or $241,146 at 6%.
THE WASHINGTON TAX GROUP, LLC DEFINED BENEFIT PLAN-2---
201123$164,258$60,925$20,308iApproximate average salary by contribution assumption: employee only about $507,708 at 4% or $338,472 at 6%; with 50% employer match about $338,472 at 4% or $225,648 at 6%; with 100% employer match about $253,854 at 4% or $169,236 at 6%.
The Washington Tax Group LLC 401(K) Plan-3$164,258$60,925$20,308iApproximate average salary by contribution assumption: employee only about $507,708 at 4% or $338,472 at 6%; with 50% employer match about $338,472 at 4% or $225,648 at 6%; with 100% employer match about $253,854 at 4% or $169,236 at 6%.
THE WASHINGTON TAX GROUP, LLC DEFINED BENEFIT PLAN-2---
201023$149,246$74,827$24,942iApproximate average salary by contribution assumption: employee only about $623,558 at 4% or $415,706 at 6%; with 50% employer match about $415,706 at 4% or $277,137 at 6%; with 100% employer match about $311,779 at 4% or $207,853 at 6%.
The Washington Tax Group LLC 401(K) Plan-3$149,246$74,827$24,942iApproximate average salary by contribution assumption: employee only about $623,558 at 4% or $415,706 at 6%; with 50% employer match about $415,706 at 4% or $277,137 at 6%; with 100% employer match about $311,779 at 4% or $207,853 at 6%.
THE WASHINGTON TAX GROUP, LLC DEFINED BENEFIT PLAN-2---
200912$77,805$46,400$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
The Washington Tax Group LLC 401(K) Plan-2$77,805$46,400$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
200812$78,584$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
The Washington Tax Group LLC 401(K) Plan-2$78,584$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.