Civic Intelligence

Jon David Murray LLC

Plan context: Advance Tax Express 401K Plan

EIN 71-0910401 • Shreveport, LA • 14 filings • 2 plans

2912 West 70th StreetShreveport, LA 71108
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$933,858

2016 Contributions

$40,021

Historical Graphs

Total Assets Over Time

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

$933,858$466,929$0200420102015YearValue
$933,858Latest year 2015

Participants Over Time

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

740200320092015YearValue
3Latest year 2015

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
201610$0$0-
Advance Tax Express 401K Plan-0$0--
201513$933,858$40,021$13,340iApproximate average salary by contribution assumption: employee only about $333,508 at 4% or $222,339 at 6%; with 50% employer match about $222,339 at 4% or $148,226 at 6%; with 100% employer match about $166,754 at 4% or $111,169 at 6%.
Advance Tax Express 401K Plan-3$933,858$40,021$13,340iApproximate average salary by contribution assumption: employee only about $333,508 at 4% or $222,339 at 6%; with 50% employer match about $222,339 at 4% or $148,226 at 6%; with 100% employer match about $166,754 at 4% or $111,169 at 6%.
201413$927,389$39,606$13,202iApproximate average salary by contribution assumption: employee only about $330,050 at 4% or $220,033 at 6%; with 50% employer match about $220,033 at 4% or $146,689 at 6%; with 100% employer match about $165,025 at 4% or $110,017 at 6%.
Advance Tax Express 401K Plan-3$927,389$39,606$13,202iApproximate average salary by contribution assumption: employee only about $330,050 at 4% or $220,033 at 6%; with 50% employer match about $220,033 at 4% or $146,689 at 6%; with 100% employer match about $165,025 at 4% or $110,017 at 6%.
201315$903,323$39,644$7,929iApproximate average salary by contribution assumption: employee only about $198,220 at 4% or $132,147 at 6%; with 50% employer match about $132,147 at 4% or $88,098 at 6%; with 100% employer match about $99,110 at 4% or $66,073 at 6%.
Advance Tax Express 401K Plan-5$903,323$39,644$7,929iApproximate average salary by contribution assumption: employee only about $198,220 at 4% or $132,147 at 6%; with 50% employer match about $132,147 at 4% or $88,098 at 6%; with 100% employer match about $99,110 at 4% or $66,073 at 6%.
201216$858,577$39,018$6,503iApproximate average salary by contribution assumption: employee only about $162,575 at 4% or $108,383 at 6%; with 50% employer match about $108,383 at 4% or $72,256 at 6%; with 100% employer match about $81,288 at 4% or $54,192 at 6%.
Advance Tax Express 401K Plan-6$858,577$39,018$6,503iApproximate average salary by contribution assumption: employee only about $162,575 at 4% or $108,383 at 6%; with 50% employer match about $108,383 at 4% or $72,256 at 6%; with 100% employer match about $81,288 at 4% or $54,192 at 6%.
201116$770,531$77,228$12,871iApproximate average salary by contribution assumption: employee only about $321,783 at 4% or $214,522 at 6%; with 50% employer match about $214,522 at 4% or $143,015 at 6%; with 100% employer match about $160,892 at 4% or $107,261 at 6%.
Advance Tax Express 401K Plan-6$770,531$77,228$12,871iApproximate average salary by contribution assumption: employee only about $321,783 at 4% or $214,522 at 6%; with 50% employer match about $214,522 at 4% or $143,015 at 6%; with 100% employer match about $160,892 at 4% or $107,261 at 6%.
201016$710,020$76,557$12,760iApproximate average salary by contribution assumption: employee only about $318,988 at 4% or $212,658 at 6%; with 50% employer match about $212,658 at 4% or $141,772 at 6%; with 100% employer match about $159,494 at 4% or $106,329 at 6%.
Advance Tax Express 401K Plan-6$710,020$76,557$12,760iApproximate average salary by contribution assumption: employee only about $318,988 at 4% or $212,658 at 6%; with 50% employer match about $212,658 at 4% or $141,772 at 6%; with 100% employer match about $159,494 at 4% or $106,329 at 6%.
200917$576,784$78,552$11,222iApproximate average salary by contribution assumption: employee only about $280,543 at 4% or $187,029 at 6%; with 50% employer match about $187,029 at 4% or $124,686 at 6%; with 100% employer match about $140,271 at 4% or $93,514 at 6%.
Advance Tax Express 401K Plan-7$576,784$78,552$11,222iApproximate average salary by contribution assumption: employee only about $280,543 at 4% or $187,029 at 6%; with 50% employer match about $187,029 at 4% or $124,686 at 6%; with 100% employer match about $140,271 at 4% or $93,514 at 6%.
200816$418,105$74,593$12,432iApproximate average salary by contribution assumption: employee only about $310,804 at 4% or $207,203 at 6%; with 50% employer match about $207,203 at 4% or $138,135 at 6%; with 100% employer match about $155,402 at 4% or $103,601 at 6%.
Advance Tax Express 401K Plan-6$418,105$74,593$12,432iApproximate average salary by contribution assumption: employee only about $310,804 at 4% or $207,203 at 6%; with 50% employer match about $207,203 at 4% or $138,135 at 6%; with 100% employer match about $155,402 at 4% or $103,601 at 6%.
200716$531,871$70,022$11,670iApproximate average salary by contribution assumption: employee only about $291,758 at 4% or $194,506 at 6%; with 50% employer match about $194,506 at 4% or $129,670 at 6%; with 100% employer match about $145,879 at 4% or $97,253 at 6%.
Advance Tax Express 401K Plan-6$531,871$70,022$11,670iApproximate average salary by contribution assumption: employee only about $291,758 at 4% or $194,506 at 6%; with 50% employer match about $194,506 at 4% or $129,670 at 6%; with 100% employer match about $145,879 at 4% or $97,253 at 6%.
200616$409,458$65,320$10,887iApproximate average salary by contribution assumption: employee only about $272,167 at 4% or $181,444 at 6%; with 50% employer match about $181,444 at 4% or $120,963 at 6%; with 100% employer match about $136,083 at 4% or $90,722 at 6%.
Advance Tax Express 401K Plan-6$409,458$65,320$10,887iApproximate average salary by contribution assumption: employee only about $272,167 at 4% or $181,444 at 6%; with 50% employer match about $181,444 at 4% or $120,963 at 6%; with 100% employer match about $136,083 at 4% or $90,722 at 6%.
200514$317,447$62,068$15,517iApproximate average salary by contribution assumption: employee only about $387,925 at 4% or $258,617 at 6%; with 50% employer match about $258,617 at 4% or $172,411 at 6%; with 100% employer match about $193,963 at 4% or $129,308 at 6%.
Advance Tax Express 401K Plan-4$317,447$62,068$15,517iApproximate average salary by contribution assumption: employee only about $387,925 at 4% or $258,617 at 6%; with 50% employer match about $258,617 at 4% or $172,411 at 6%; with 100% employer match about $193,963 at 4% or $129,308 at 6%.
200415$232,019$63,429$12,686iApproximate average salary by contribution assumption: employee only about $317,145 at 4% or $211,430 at 6%; with 50% employer match about $211,430 at 4% or $140,953 at 6%; with 100% employer match about $158,573 at 4% or $105,715 at 6%.
Advance Tax Express 401K Plan-5$232,019$63,429$12,686iApproximate average salary by contribution assumption: employee only about $317,145 at 4% or $211,430 at 6%; with 50% employer match about $211,430 at 4% or $140,953 at 6%; with 100% employer match about $158,573 at 4% or $105,715 at 6%.
200315$0$0-
Advance Tax Express 401K Plan-5---