Civic Intelligence

Taggart Morton, L.L.C.

Plan context: Taggart Morton 401(K) Savings Plan

EIN 72-1376656 • New Orleans, LA • 25 filings • 7 plans

1100 Poydras St Ste 2100New Orleans, LA 70163
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$10,200,599

2025 Contributions

$225,103

Historical Graphs

Total Assets Over Time

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

$11,303,215$5,651,608$0200320152025YearValue
$10,200,599Latest year 2025

Participants Over Time

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

29150200120132025YearValue
27Latest 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
2025127$10,200,599$225,103$8,337iApproximate average salary by contribution assumption: employee only about $208,429 at 4% or $138,952 at 6%; with 50% employer match about $138,952 at 4% or $92,635 at 6%; with 100% employer match about $104,214 at 4% or $69,476 at 6%.
Taggart Morton 401(K) Savings Plan-27$10,200,599$225,103$8,337iApproximate average salary by contribution assumption: employee only about $208,429 at 4% or $138,952 at 6%; with 50% employer match about $138,952 at 4% or $92,635 at 6%; with 100% employer match about $104,214 at 4% or $69,476 at 6%.
2024128$11,303,215$87,723$3,133iApproximate average salary by contribution assumption: employee only about $78,324 at 4% or $52,216 at 6%; with 50% employer match about $52,216 at 4% or $34,811 at 6%; with 100% employer match about $39,162 at 4% or $26,108 at 6%.
Taggart Morton 401(K) Savings Plan-28$11,303,215$87,723$3,133iApproximate average salary by contribution assumption: employee only about $78,324 at 4% or $52,216 at 6%; with 50% employer match about $52,216 at 4% or $34,811 at 6%; with 100% employer match about $39,162 at 4% or $26,108 at 6%.
2023128$9,882,534$212,842$7,602iApproximate average salary by contribution assumption: employee only about $190,038 at 4% or $126,692 at 6%; with 50% employer match about $126,692 at 4% or $84,461 at 6%; with 100% employer match about $95,019 at 4% or $63,346 at 6%.
Taggart Morton 401(K) Savings Plan-28$9,882,534$212,842$7,602iApproximate average salary by contribution assumption: employee only about $190,038 at 4% or $126,692 at 6%; with 50% employer match about $126,692 at 4% or $84,461 at 6%; with 100% employer match about $95,019 at 4% or $63,346 at 6%.
2022128$8,584,222$224,307$8,011iApproximate average salary by contribution assumption: employee only about $200,274 at 4% or $133,516 at 6%; with 50% employer match about $133,516 at 4% or $89,011 at 6%; with 100% employer match about $100,137 at 4% or $66,758 at 6%.
Taggart Morton 401(K) Savings Plan-28$8,584,222$224,307$8,011iApproximate average salary by contribution assumption: employee only about $200,274 at 4% or $133,516 at 6%; with 50% employer match about $133,516 at 4% or $89,011 at 6%; with 100% employer match about $100,137 at 4% or $66,758 at 6%.
2021129$9,722,795$271,183$9,351iApproximate average salary by contribution assumption: employee only about $233,778 at 4% or $155,852 at 6%; with 50% employer match about $155,852 at 4% or $103,902 at 6%; with 100% employer match about $116,889 at 4% or $77,926 at 6%.
Taggart Morton 401(K) Savings Plan-29$9,722,795$271,183$9,351iApproximate average salary by contribution assumption: employee only about $233,778 at 4% or $155,852 at 6%; with 50% employer match about $155,852 at 4% or $103,902 at 6%; with 100% employer match about $116,889 at 4% or $77,926 at 6%.
2020129$8,818,277$296,160$10,212iApproximate average salary by contribution assumption: employee only about $255,310 at 4% or $170,207 at 6%; with 50% employer match about $170,207 at 4% or $113,471 at 6%; with 100% employer match about $127,655 at 4% or $85,103 at 6%.
Taggart Morton 401(K) Savings Plan-29$8,818,277$296,160$10,212iApproximate average salary by contribution assumption: employee only about $255,310 at 4% or $170,207 at 6%; with 50% employer match about $170,207 at 4% or $113,471 at 6%; with 100% employer match about $127,655 at 4% or $85,103 at 6%.
2019129$7,537,033$305,605$10,538iApproximate average salary by contribution assumption: employee only about $263,453 at 4% or $175,635 at 6%; with 50% employer match about $175,635 at 4% or $117,090 at 6%; with 100% employer match about $131,726 at 4% or $87,818 at 6%.
Taggart Morton 401(K) Savings Plan-29$7,537,033$305,605$10,538iApproximate average salary by contribution assumption: employee only about $263,453 at 4% or $175,635 at 6%; with 50% employer match about $175,635 at 4% or $117,090 at 6%; with 100% employer match about $131,726 at 4% or $87,818 at 6%.
2018128$5,876,211$71,031$2,537iApproximate average salary by contribution assumption: employee only about $63,421 at 4% or $42,280 at 6%; with 50% employer match about $42,280 at 4% or $28,187 at 6%; with 100% employer match about $31,710 at 4% or $21,140 at 6%.
Taggart Morton 401(K) Savings Plan-28$5,876,211$71,031$2,537iApproximate average salary by contribution assumption: employee only about $63,421 at 4% or $42,280 at 6%; with 50% employer match about $42,280 at 4% or $28,187 at 6%; with 100% employer match about $31,710 at 4% or $21,140 at 6%.
2017127$6,463,420$279,786$10,362iApproximate average salary by contribution assumption: employee only about $259,061 at 4% or $172,707 at 6%; with 50% employer match about $172,707 at 4% or $115,138 at 6%; with 100% employer match about $129,531 at 4% or $86,354 at 6%.
Taggart Morton 401(K) Savings Plan-27$6,463,420$279,786$10,362iApproximate average salary by contribution assumption: employee only about $259,061 at 4% or $172,707 at 6%; with 50% employer match about $172,707 at 4% or $115,138 at 6%; with 100% employer match about $129,531 at 4% or $86,354 at 6%.
2016125$5,363,194$215,513$8,621iApproximate average salary by contribution assumption: employee only about $215,513 at 4% or $143,675 at 6%; with 50% employer match about $143,675 at 4% or $95,784 at 6%; with 100% employer match about $107,757 at 4% or $71,838 at 6%.
Taggart Morton 401(K) Savings Plan-25$5,363,194$215,513$8,621iApproximate average salary by contribution assumption: employee only about $215,513 at 4% or $143,675 at 6%; with 50% employer match about $143,675 at 4% or $95,784 at 6%; with 100% employer match about $107,757 at 4% or $71,838 at 6%.
2015122$4,752,374$251,468$11,430iApproximate average salary by contribution assumption: employee only about $285,759 at 4% or $190,506 at 6%; with 50% employer match about $190,506 at 4% or $127,004 at 6%; with 100% employer match about $142,880 at 4% or $95,253 at 6%.
Taggart Morton 401(K) Savings Plan-22$4,752,374$251,468$11,430iApproximate average salary by contribution assumption: employee only about $285,759 at 4% or $190,506 at 6%; with 50% employer match about $190,506 at 4% or $127,004 at 6%; with 100% employer match about $142,880 at 4% or $95,253 at 6%.
2014121$4,406,402$181,250$8,631iApproximate average salary by contribution assumption: employee only about $215,774 at 4% or $143,849 at 6%; with 50% employer match about $143,849 at 4% or $95,899 at 6%; with 100% employer match about $107,887 at 4% or $71,925 at 6%.
Taggart Morton 401(K) Savings Plan-21$4,406,402$181,250$8,631iApproximate average salary by contribution assumption: employee only about $215,774 at 4% or $143,849 at 6%; with 50% employer match about $143,849 at 4% or $95,899 at 6%; with 100% employer match about $107,887 at 4% or $71,925 at 6%.
2013117$3,878,667$275,206$16,189iApproximate average salary by contribution assumption: employee only about $404,715 at 4% or $269,810 at 6%; with 50% employer match about $269,810 at 4% or $179,873 at 6%; with 100% employer match about $202,357 at 4% or $134,905 at 6%.
Taggart Morton 401(K) Savings Plan-17$3,878,667$275,206$16,189iApproximate average salary by contribution assumption: employee only about $404,715 at 4% or $269,810 at 6%; with 50% employer match about $269,810 at 4% or $179,873 at 6%; with 100% employer match about $202,357 at 4% or $134,905 at 6%.
2012124$3,180,239$264,333$11,014iApproximate average salary by contribution assumption: employee only about $275,347 at 4% or $183,565 at 6%; with 50% employer match about $183,565 at 4% or $122,376 at 6%; with 100% employer match about $137,673 at 4% or $91,782 at 6%.
Taggart Morton 401(K) Savings Plan-24$3,180,239$264,333$11,014iApproximate average salary by contribution assumption: employee only about $275,347 at 4% or $183,565 at 6%; with 50% employer match about $183,565 at 4% or $122,376 at 6%; with 100% employer match about $137,673 at 4% or $91,782 at 6%.
2011124$2,635,057$361,428$15,060iApproximate average salary by contribution assumption: employee only about $376,488 at 4% or $250,992 at 6%; with 50% employer match about $250,992 at 4% or $167,328 at 6%; with 100% employer match about $188,244 at 4% or $125,496 at 6%.
Taggart Morton 401(K) Savings Plan-24$2,635,057$361,428$15,060iApproximate average salary by contribution assumption: employee only about $376,488 at 4% or $250,992 at 6%; with 50% employer match about $250,992 at 4% or $167,328 at 6%; with 100% employer match about $188,244 at 4% or $125,496 at 6%.
2010128$2,531,346$235,332$8,405iApproximate average salary by contribution assumption: employee only about $210,118 at 4% or $140,079 at 6%; with 50% employer match about $140,079 at 4% or $93,386 at 6%; with 100% employer match about $105,059 at 4% or $70,039 at 6%.
Taggart Morton 401(K) Savings Plan-28$2,531,346$235,332$8,405iApproximate average salary by contribution assumption: employee only about $210,118 at 4% or $140,079 at 6%; with 50% employer match about $140,079 at 4% or $93,386 at 6%; with 100% employer match about $105,059 at 4% or $70,039 at 6%.
2009129$2,214,323$233,543$8,053iApproximate average salary by contribution assumption: employee only about $201,330 at 4% or $134,220 at 6%; with 50% employer match about $134,220 at 4% or $89,480 at 6%; with 100% employer match about $100,665 at 4% or $67,110 at 6%.
Taggart Morton 401(K) Savings Plan-29$2,214,323$233,543$8,053iApproximate average salary by contribution assumption: employee only about $201,330 at 4% or $134,220 at 6%; with 50% employer match about $134,220 at 4% or $89,480 at 6%; with 100% employer match about $100,665 at 4% or $67,110 at 6%.
2008118$0$0-
Taggart Morton 401(K) Savings Plan-18---
2007117$1,811,034$262,824$15,460iApproximate average salary by contribution assumption: employee only about $386,506 at 4% or $257,671 at 6%; with 50% employer match about $257,671 at 4% or $171,780 at 6%; with 100% employer match about $193,253 at 4% or $128,835 at 6%.
Taggart Morton 401(K) Savings Plan-17$1,811,034$262,824$15,460iApproximate average salary by contribution assumption: employee only about $386,506 at 4% or $257,671 at 6%; with 50% employer match about $257,671 at 4% or $171,780 at 6%; with 100% employer match about $193,253 at 4% or $128,835 at 6%.
2006120$1,493,176$184,163$9,208iApproximate average salary by contribution assumption: employee only about $230,204 at 4% or $153,469 at 6%; with 50% employer match about $153,469 at 4% or $102,313 at 6%; with 100% employer match about $115,102 at 4% or $76,735 at 6%.
Taggart Morton 401(K) Savings Plan-20$1,493,176$184,163$9,208iApproximate average salary by contribution assumption: employee only about $230,204 at 4% or $153,469 at 6%; with 50% employer match about $153,469 at 4% or $102,313 at 6%; with 100% employer match about $115,102 at 4% or $76,735 at 6%.
2005124$1,207,888$140,114$5,838iApproximate average salary by contribution assumption: employee only about $145,952 at 4% or $97,301 at 6%; with 50% employer match about $97,301 at 4% or $64,868 at 6%; with 100% employer match about $72,976 at 4% or $48,651 at 6%.
Taggart Morton 401(K) Savings Plan-24$1,207,888$140,114$5,838iApproximate average salary by contribution assumption: employee only about $145,952 at 4% or $97,301 at 6%; with 50% employer match about $97,301 at 4% or $64,868 at 6%; with 100% employer match about $72,976 at 4% or $48,651 at 6%.
2004119$1,024,607$132,796$6,989iApproximate average salary by contribution assumption: employee only about $174,732 at 4% or $116,488 at 6%; with 50% employer match about $116,488 at 4% or $77,658 at 6%; with 100% employer match about $87,366 at 4% or $58,244 at 6%.
Taggart Morton 401(K) Savings Plan-19$1,024,607$132,796$6,989iApproximate average salary by contribution assumption: employee only about $174,732 at 4% or $116,488 at 6%; with 50% employer match about $116,488 at 4% or $77,658 at 6%; with 100% employer match about $87,366 at 4% or $58,244 at 6%.
2003120$875,105$126,754$6,338iApproximate average salary by contribution assumption: employee only about $158,443 at 4% or $105,628 at 6%; with 50% employer match about $105,628 at 4% or $70,419 at 6%; with 100% employer match about $79,221 at 4% or $52,814 at 6%.
Taggart Morton 401(K) Savings Plan-20$875,105$126,754$6,338iApproximate average salary by contribution assumption: employee only about $158,443 at 4% or $105,628 at 6%; with 50% employer match about $105,628 at 4% or $70,419 at 6%; with 100% employer match about $79,221 at 4% or $52,814 at 6%.
2002122$0$0-
Taggart Morton 401(K) Savings Plan-22---
2001122$0$0-
Taggart Morton 401(K) Savings Plan-22---