Tag & Associates LP
Plan context: Tag & Associates LP 401(K) Plan
EIN 68-0532836 • Bakersfield, CA • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$1,084,356
2024 Contributions
$114,332
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 | 19 | $1,084,356 | $114,332 | $6,017iApproximate average salary by contribution assumption: employee only about $150,437 at 4% or $100,291 at 6%; with 50% employer match about $100,291 at 4% or $66,861 at 6%; with 100% employer match about $75,218 at 4% or $50,146 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 19 | $1,084,356 | $114,332 | $6,017iApproximate average salary by contribution assumption: employee only about $150,437 at 4% or $100,291 at 6%; with 50% employer match about $100,291 at 4% or $66,861 at 6%; with 100% employer match about $75,218 at 4% or $50,146 at 6%. |
| 2023 | 1 | 21 | $982,575 | $99,837 | $4,754iApproximate average salary by contribution assumption: employee only about $118,854 at 4% or $79,236 at 6%; with 50% employer match about $79,236 at 4% or $52,824 at 6%; with 100% employer match about $59,427 at 4% or $39,618 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 21 | $982,575 | $99,837 | $4,754iApproximate average salary by contribution assumption: employee only about $118,854 at 4% or $79,236 at 6%; with 50% employer match about $79,236 at 4% or $52,824 at 6%; with 100% employer match about $59,427 at 4% or $39,618 at 6%. |
| 2022 | 1 | 18 | $748,079 | $93,251 | $5,181iApproximate average salary by contribution assumption: employee only about $129,515 at 4% or $86,344 at 6%; with 50% employer match about $86,344 at 4% or $57,562 at 6%; with 100% employer match about $64,758 at 4% or $43,172 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 18 | $748,079 | $93,251 | $5,181iApproximate average salary by contribution assumption: employee only about $129,515 at 4% or $86,344 at 6%; with 50% employer match about $86,344 at 4% or $57,562 at 6%; with 100% employer match about $64,758 at 4% or $43,172 at 6%. |
| 2021 | 1 | 21 | $1,021,453 | $103,426 | $4,925iApproximate average salary by contribution assumption: employee only about $123,126 at 4% or $82,084 at 6%; with 50% employer match about $82,084 at 4% or $54,723 at 6%; with 100% employer match about $61,563 at 4% or $41,042 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 21 | $1,021,453 | $103,426 | $4,925iApproximate average salary by contribution assumption: employee only about $123,126 at 4% or $82,084 at 6%; with 50% employer match about $82,084 at 4% or $54,723 at 6%; with 100% employer match about $61,563 at 4% or $41,042 at 6%. |
| 2020 | 1 | 19 | $813,108 | $100,791 | $5,305iApproximate average salary by contribution assumption: employee only about $132,620 at 4% or $88,413 at 6%; with 50% employer match about $88,413 at 4% or $58,942 at 6%; with 100% employer match about $66,310 at 4% or $44,207 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 19 | $813,108 | $100,791 | $5,305iApproximate average salary by contribution assumption: employee only about $132,620 at 4% or $88,413 at 6%; with 50% employer match about $88,413 at 4% or $58,942 at 6%; with 100% employer match about $66,310 at 4% or $44,207 at 6%. |
| 2019 | 1 | 19 | $619,108 | $118,182 | $6,220iApproximate average salary by contribution assumption: employee only about $155,503 at 4% or $103,668 at 6%; with 50% employer match about $103,668 at 4% or $69,112 at 6%; with 100% employer match about $77,751 at 4% or $51,834 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 19 | $619,108 | $118,182 | $6,220iApproximate average salary by contribution assumption: employee only about $155,503 at 4% or $103,668 at 6%; with 50% employer match about $103,668 at 4% or $69,112 at 6%; with 100% employer match about $77,751 at 4% or $51,834 at 6%. |
| 2018 | 1 | 17 | $402,948 | $100,943 | $5,938iApproximate average salary by contribution assumption: employee only about $148,446 at 4% or $98,964 at 6%; with 50% employer match about $98,964 at 4% or $65,976 at 6%; with 100% employer match about $74,223 at 4% or $49,482 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 17 | $402,948 | $100,943 | $5,938iApproximate average salary by contribution assumption: employee only about $148,446 at 4% or $98,964 at 6%; with 50% employer match about $98,964 at 4% or $65,976 at 6%; with 100% employer match about $74,223 at 4% or $49,482 at 6%. |
| 2017 | 1 | 15 | $353,265 | $91,918 | $6,128iApproximate average salary by contribution assumption: employee only about $153,197 at 4% or $102,131 at 6%; with 50% employer match about $102,131 at 4% or $68,087 at 6%; with 100% employer match about $76,598 at 4% or $51,066 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 15 | $353,265 | $91,918 | $6,128iApproximate average salary by contribution assumption: employee only about $153,197 at 4% or $102,131 at 6%; with 50% employer match about $102,131 at 4% or $68,087 at 6%; with 100% employer match about $76,598 at 4% or $51,066 at 6%. |
| 2016 | 1 | 16 | $211,466 | $104,368 | $6,523iApproximate average salary by contribution assumption: employee only about $163,075 at 4% or $108,717 at 6%; with 50% employer match about $108,717 at 4% or $72,478 at 6%; with 100% employer match about $81,538 at 4% or $54,358 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 16 | $211,466 | $104,368 | $6,523iApproximate average salary by contribution assumption: employee only about $163,075 at 4% or $108,717 at 6%; with 50% employer match about $108,717 at 4% or $72,478 at 6%; with 100% employer match about $81,538 at 4% or $54,358 at 6%. |
| 2015 | 1 | 15 | $94,766 | $82,391 | $5,493iApproximate average salary by contribution assumption: employee only about $137,318 at 4% or $91,546 at 6%; with 50% employer match about $91,546 at 4% or $61,030 at 6%; with 100% employer match about $68,659 at 4% or $45,773 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 15 | $94,766 | $82,391 | $5,493iApproximate average salary by contribution assumption: employee only about $137,318 at 4% or $91,546 at 6%; with 50% employer match about $91,546 at 4% or $61,030 at 6%; with 100% employer match about $68,659 at 4% or $45,773 at 6%. |
| 2014 | 1 | 13 | $15,203 | $15,197 | $1,169iApproximate average salary by contribution assumption: employee only about $29,225 at 4% or $19,483 at 6%; with 50% employer match about $19,483 at 4% or $12,989 at 6%; with 100% employer match about $14,613 at 4% or $9,742 at 6%. |
| Tag & Associates LP 401(K) Plan | - | 13 | $15,203 | $15,197 | $1,169iApproximate average salary by contribution assumption: employee only about $29,225 at 4% or $19,483 at 6%; with 50% employer match about $19,483 at 4% or $12,989 at 6%; with 100% employer match about $14,613 at 4% or $9,742 at 6%. |