Civic Intelligence

Taylor, Wellons, & Politz PLC

Plan context: Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan

EIN 72-1418026 • New Orleans, LA • 25 filings • 4 plans

1515 Poydras St., Ste 1900New Orleans, LA 70112-3767
Current Snapshot

Latest Year

2023

2023 Participants

143

2023 Assets

$21,330,064

2023 Contributions

$1,847,755

Historical Graphs

Total Assets Over Time

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

$21,330,064$10,665,032$0199920122023YearValue
$21,330,064Latest year 2023

Participants Over Time

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

143720199920112023YearValue
143Latest year 2023

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
20231143$21,330,064$1,847,755$12,921iApproximate average salary by contribution assumption: employee only about $323,034 at 4% or $215,356 at 6%; with 50% employer match about $215,356 at 4% or $143,571 at 6%; with 100% employer match about $161,517 at 4% or $107,678 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-143$21,330,064$1,847,755$12,921iApproximate average salary by contribution assumption: employee only about $323,034 at 4% or $215,356 at 6%; with 50% employer match about $215,356 at 4% or $143,571 at 6%; with 100% employer match about $161,517 at 4% or $107,678 at 6%.
20221112$16,777,737$1,223,091$10,920iApproximate average salary by contribution assumption: employee only about $273,011 at 4% or $182,008 at 6%; with 50% employer match about $182,008 at 4% or $121,338 at 6%; with 100% employer match about $136,506 at 4% or $91,004 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-112$16,777,737$1,223,091$10,920iApproximate average salary by contribution assumption: employee only about $273,011 at 4% or $182,008 at 6%; with 50% employer match about $182,008 at 4% or $121,338 at 6%; with 100% employer match about $136,506 at 4% or $91,004 at 6%.
20211108$20,240,551$1,634,580$15,135iApproximate average salary by contribution assumption: employee only about $378,375 at 4% or $252,250 at 6%; with 50% employer match about $252,250 at 4% or $168,167 at 6%; with 100% employer match about $189,188 at 4% or $126,125 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-108$20,240,551$1,634,580$15,135iApproximate average salary by contribution assumption: employee only about $378,375 at 4% or $252,250 at 6%; with 50% employer match about $252,250 at 4% or $168,167 at 6%; with 100% employer match about $189,188 at 4% or $126,125 at 6%.
2020195$16,762,873$1,172,238$12,339iApproximate average salary by contribution assumption: employee only about $308,484 at 4% or $205,656 at 6%; with 50% employer match about $205,656 at 4% or $137,104 at 6%; with 100% employer match about $154,242 at 4% or $102,828 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-95$16,762,873$1,172,238$12,339iApproximate average salary by contribution assumption: employee only about $308,484 at 4% or $205,656 at 6%; with 50% employer match about $205,656 at 4% or $137,104 at 6%; with 100% employer match about $154,242 at 4% or $102,828 at 6%.
2019193$13,658,800$1,609,833$17,310iApproximate average salary by contribution assumption: employee only about $432,751 at 4% or $288,501 at 6%; with 50% employer match about $288,501 at 4% or $192,334 at 6%; with 100% employer match about $216,375 at 4% or $144,250 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-93$13,658,800$1,609,833$17,310iApproximate average salary by contribution assumption: employee only about $432,751 at 4% or $288,501 at 6%; with 50% employer match about $288,501 at 4% or $192,334 at 6%; with 100% employer match about $216,375 at 4% or $144,250 at 6%.
2018181$10,082,946$1,881,857$23,233iApproximate average salary by contribution assumption: employee only about $580,820 at 4% or $387,213 at 6%; with 50% employer match about $387,213 at 4% or $258,142 at 6%; with 100% employer match about $290,410 at 4% or $193,607 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-81$10,082,946$1,881,857$23,233iApproximate average salary by contribution assumption: employee only about $580,820 at 4% or $387,213 at 6%; with 50% employer match about $387,213 at 4% or $258,142 at 6%; with 100% employer match about $290,410 at 4% or $193,607 at 6%.
2017173$9,989,352$920,689$12,612iApproximate average salary by contribution assumption: employee only about $315,304 at 4% or $210,203 at 6%; with 50% employer match about $210,203 at 4% or $140,135 at 6%; with 100% employer match about $157,652 at 4% or $105,101 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-73$9,989,352$920,689$12,612iApproximate average salary by contribution assumption: employee only about $315,304 at 4% or $210,203 at 6%; with 50% employer match about $210,203 at 4% or $140,135 at 6%; with 100% employer match about $157,652 at 4% or $105,101 at 6%.
2016163$7,960,167$1,186,418$18,832iApproximate average salary by contribution assumption: employee only about $470,801 at 4% or $313,867 at 6%; with 50% employer match about $313,867 at 4% or $209,245 at 6%; with 100% employer match about $235,400 at 4% or $156,934 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-63$7,960,167$1,186,418$18,832iApproximate average salary by contribution assumption: employee only about $470,801 at 4% or $313,867 at 6%; with 50% employer match about $313,867 at 4% or $209,245 at 6%; with 100% employer match about $235,400 at 4% or $156,934 at 6%.
2015173$6,496,036$760,323$10,415iApproximate average salary by contribution assumption: employee only about $260,385 at 4% or $173,590 at 6%; with 50% employer match about $173,590 at 4% or $115,726 at 6%; with 100% employer match about $130,192 at 4% or $86,795 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-73$6,496,036$760,323$10,415iApproximate average salary by contribution assumption: employee only about $260,385 at 4% or $173,590 at 6%; with 50% employer match about $173,590 at 4% or $115,726 at 6%; with 100% employer match about $130,192 at 4% or $86,795 at 6%.
2014167$6,084,181$612,794$9,146iApproximate average salary by contribution assumption: employee only about $228,654 at 4% or $152,436 at 6%; with 50% employer match about $152,436 at 4% or $101,624 at 6%; with 100% employer match about $114,327 at 4% or $76,218 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-67$6,084,181$612,794$9,146iApproximate average salary by contribution assumption: employee only about $228,654 at 4% or $152,436 at 6%; with 50% employer match about $152,436 at 4% or $101,624 at 6%; with 100% employer match about $114,327 at 4% or $76,218 at 6%.
2013155$5,270,483$479,663$8,721iApproximate average salary by contribution assumption: employee only about $218,029 at 4% or $145,352 at 6%; with 50% employer match about $145,352 at 4% or $96,902 at 6%; with 100% employer match about $109,014 at 4% or $72,676 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-55$5,270,483$479,663$8,721iApproximate average salary by contribution assumption: employee only about $218,029 at 4% or $145,352 at 6%; with 50% employer match about $145,352 at 4% or $96,902 at 6%; with 100% employer match about $109,014 at 4% or $72,676 at 6%.
2012157$4,081,151$595,596$10,449iApproximate average salary by contribution assumption: employee only about $261,226 at 4% or $174,151 at 6%; with 50% employer match about $174,151 at 4% or $116,101 at 6%; with 100% employer match about $130,613 at 4% or $87,075 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-57$4,081,151$595,596$10,449iApproximate average salary by contribution assumption: employee only about $261,226 at 4% or $174,151 at 6%; with 50% employer match about $174,151 at 4% or $116,101 at 6%; with 100% employer match about $130,613 at 4% or $87,075 at 6%.
2011149$3,147,391$457,074$9,328iApproximate average salary by contribution assumption: employee only about $233,201 at 4% or $155,467 at 6%; with 50% employer match about $155,467 at 4% or $103,645 at 6%; with 100% employer match about $116,601 at 4% or $77,734 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-49$3,147,391$457,074$9,328iApproximate average salary by contribution assumption: employee only about $233,201 at 4% or $155,467 at 6%; with 50% employer match about $155,467 at 4% or $103,645 at 6%; with 100% employer match about $116,601 at 4% or $77,734 at 6%.
2010146$2,797,937$400,170$8,699iApproximate average salary by contribution assumption: employee only about $217,484 at 4% or $144,989 at 6%; with 50% employer match about $144,989 at 4% or $96,659 at 6%; with 100% employer match about $108,742 at 4% or $72,495 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-46$2,797,937$400,170$8,699iApproximate average salary by contribution assumption: employee only about $217,484 at 4% or $144,989 at 6%; with 50% employer match about $144,989 at 4% or $96,659 at 6%; with 100% employer match about $108,742 at 4% or $72,495 at 6%.
2009139$2,177,906$333,380$8,548iApproximate average salary by contribution assumption: employee only about $213,705 at 4% or $142,470 at 6%; with 50% employer match about $142,470 at 4% or $94,980 at 6%; with 100% employer match about $106,853 at 4% or $71,235 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-39$2,177,906$333,380$8,548iApproximate average salary by contribution assumption: employee only about $213,705 at 4% or $142,470 at 6%; with 50% employer match about $142,470 at 4% or $94,980 at 6%; with 100% employer match about $106,853 at 4% or $71,235 at 6%.
2008135$1,506,185$305,292$8,723iApproximate average salary by contribution assumption: employee only about $218,066 at 4% or $145,377 at 6%; with 50% employer match about $145,377 at 4% or $96,918 at 6%; with 100% employer match about $109,033 at 4% or $72,689 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-35$1,506,185$305,292$8,723iApproximate average salary by contribution assumption: employee only about $218,066 at 4% or $145,377 at 6%; with 50% employer match about $145,377 at 4% or $96,918 at 6%; with 100% employer match about $109,033 at 4% or $72,689 at 6%.
2007126$2,315,160$300,229$11,547iApproximate average salary by contribution assumption: employee only about $288,682 at 4% or $192,454 at 6%; with 50% employer match about $192,454 at 4% or $128,303 at 6%; with 100% employer match about $144,341 at 4% or $96,227 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-26$2,315,160$300,229$11,547iApproximate average salary by contribution assumption: employee only about $288,682 at 4% or $192,454 at 6%; with 50% employer match about $192,454 at 4% or $128,303 at 6%; with 100% employer match about $144,341 at 4% or $96,227 at 6%.
2006123$1,897,818$257,317$11,188iApproximate average salary by contribution assumption: employee only about $279,692 at 4% or $186,462 at 6%; with 50% employer match about $186,462 at 4% or $124,308 at 6%; with 100% employer match about $139,846 at 4% or $93,231 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-23$1,897,818$257,317$11,188iApproximate average salary by contribution assumption: employee only about $279,692 at 4% or $186,462 at 6%; with 50% employer match about $186,462 at 4% or $124,308 at 6%; with 100% employer match about $139,846 at 4% or $93,231 at 6%.
2005117$1,534,833$272,460$16,027iApproximate average salary by contribution assumption: employee only about $400,676 at 4% or $267,118 at 6%; with 50% employer match about $267,118 at 4% or $178,078 at 6%; with 100% employer match about $200,338 at 4% or $133,559 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-17$1,534,833$272,460$16,027iApproximate average salary by contribution assumption: employee only about $400,676 at 4% or $267,118 at 6%; with 50% employer match about $267,118 at 4% or $178,078 at 6%; with 100% employer match about $200,338 at 4% or $133,559 at 6%.
2004128$1,349,899$300,991$10,750iApproximate average salary by contribution assumption: employee only about $268,742 at 4% or $179,161 at 6%; with 50% employer match about $179,161 at 4% or $119,441 at 6%; with 100% employer match about $134,371 at 4% or $89,581 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-28$1,349,899$300,991$10,750iApproximate average salary by contribution assumption: employee only about $268,742 at 4% or $179,161 at 6%; with 50% employer match about $179,161 at 4% or $119,441 at 6%; with 100% employer match about $134,371 at 4% or $89,581 at 6%.
2003125$934,083$226,131$9,045iApproximate average salary by contribution assumption: employee only about $226,131 at 4% or $150,754 at 6%; with 50% employer match about $150,754 at 4% or $100,503 at 6%; with 100% employer match about $113,066 at 4% or $75,377 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-25$934,083$226,131$9,045iApproximate average salary by contribution assumption: employee only about $226,131 at 4% or $150,754 at 6%; with 50% employer match about $150,754 at 4% or $100,503 at 6%; with 100% employer match about $113,066 at 4% or $75,377 at 6%.
2002125$588,083$174,383$6,975iApproximate average salary by contribution assumption: employee only about $174,383 at 4% or $116,255 at 6%; with 50% employer match about $116,255 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-25$588,083$174,383$6,975iApproximate average salary by contribution assumption: employee only about $174,383 at 4% or $116,255 at 6%; with 50% employer match about $116,255 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%.
2001117$0$0-
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-17---
2000112$0$0-
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-12---
1999111$313,120$73,184$6,653iApproximate average salary by contribution assumption: employee only about $166,327 at 4% or $110,885 at 6%; with 50% employer match about $110,885 at 4% or $73,923 at 6%; with 100% employer match about $83,164 at 4% or $55,442 at 6%.
Taylor, Wellons, & Politz PLC 401K Profit Sharing Plan-11$313,120$73,184$6,653iApproximate average salary by contribution assumption: employee only about $166,327 at 4% or $110,885 at 6%; with 50% employer match about $110,885 at 4% or $73,923 at 6%; with 100% employer match about $83,164 at 4% or $55,442 at 6%.