Civic Intelligence

EXPERT TAX SOLUTIONS, INC.

Plan context: EXPERT TAX SOLUTIONS 401(K) PLAN

EIN 72-1537464 • Racine, WA • 12 filings • 1 plans

1127 Prairie Dr Ste 100Racine, WA 53406-5662
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$722,181

2025 Contributions

$41,229

Historical Graphs

Total Assets Over Time

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

$727,426$363,713$0201420202025YearValue
$722,181Latest year 2025

Participants Over Time

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

1790201420202025YearValue
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$722,181$41,229$10,307iApproximate average salary by contribution assumption: employee only about $257,681 at 4% or $171,788 at 6%; with 50% employer match about $171,788 at 4% or $114,525 at 6%; with 100% employer match about $128,841 at 4% or $85,894 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-4$722,181$41,229$10,307iApproximate average salary by contribution assumption: employee only about $257,681 at 4% or $171,788 at 6%; with 50% employer match about $171,788 at 4% or $114,525 at 6%; with 100% employer match about $128,841 at 4% or $85,894 at 6%.
202415$671,868$32,515$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%.
EXPERT TAX SOLUTIONS 401(K) PLAN-5$671,868$32,515$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%.
202317$618,173$50,350$7,193iApproximate average salary by contribution assumption: employee only about $179,821 at 4% or $119,881 at 6%; with 50% employer match about $119,881 at 4% or $79,921 at 6%; with 100% employer match about $89,911 at 4% or $59,940 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-7$618,173$50,350$7,193iApproximate average salary by contribution assumption: employee only about $179,821 at 4% or $119,881 at 6%; with 50% employer match about $119,881 at 4% or $79,921 at 6%; with 100% employer match about $89,911 at 4% or $59,940 at 6%.
202217$467,605$47,998$6,857iApproximate average salary by contribution assumption: employee only about $171,421 at 4% or $114,281 at 6%; with 50% employer match about $114,281 at 4% or $76,187 at 6%; with 100% employer match about $85,711 at 4% or $57,140 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-7$467,605$47,998$6,857iApproximate average salary by contribution assumption: employee only about $171,421 at 4% or $114,281 at 6%; with 50% employer match about $114,281 at 4% or $76,187 at 6%; with 100% employer match about $85,711 at 4% or $57,140 at 6%.
2021110$637,336$57,562$5,756iApproximate average salary by contribution assumption: employee only about $143,905 at 4% or $95,937 at 6%; with 50% employer match about $95,937 at 4% or $63,958 at 6%; with 100% employer match about $71,953 at 4% or $47,968 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-10$637,336$57,562$5,756iApproximate average salary by contribution assumption: employee only about $143,905 at 4% or $95,937 at 6%; with 50% employer match about $95,937 at 4% or $63,958 at 6%; with 100% employer match about $71,953 at 4% or $47,968 at 6%.
2020111$711,785$53,224$4,839iApproximate average salary by contribution assumption: employee only about $120,964 at 4% or $80,642 at 6%; with 50% employer match about $80,642 at 4% or $53,762 at 6%; with 100% employer match about $60,482 at 4% or $40,321 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-11$711,785$53,224$4,839iApproximate average salary by contribution assumption: employee only about $120,964 at 4% or $80,642 at 6%; with 50% employer match about $80,642 at 4% or $53,762 at 6%; with 100% employer match about $60,482 at 4% or $40,321 at 6%.
2019117$727,426$77,777$4,575iApproximate average salary by contribution assumption: employee only about $114,378 at 4% or $76,252 at 6%; with 50% employer match about $76,252 at 4% or $50,835 at 6%; with 100% employer match about $57,189 at 4% or $38,126 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-17$727,426$77,777$4,575iApproximate average salary by contribution assumption: employee only about $114,378 at 4% or $76,252 at 6%; with 50% employer match about $76,252 at 4% or $50,835 at 6%; with 100% employer match about $57,189 at 4% or $38,126 at 6%.
2018117$524,666$92,073$5,416iApproximate average salary by contribution assumption: employee only about $135,401 at 4% or $90,268 at 6%; with 50% employer match about $90,268 at 4% or $60,178 at 6%; with 100% employer match about $67,701 at 4% or $45,134 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-17$524,666$92,073$5,416iApproximate average salary by contribution assumption: employee only about $135,401 at 4% or $90,268 at 6%; with 50% employer match about $90,268 at 4% or $60,178 at 6%; with 100% employer match about $67,701 at 4% or $45,134 at 6%.
2017115$485,751$102,677$6,845iApproximate average salary by contribution assumption: employee only about $171,128 at 4% or $114,086 at 6%; with 50% employer match about $114,086 at 4% or $76,057 at 6%; with 100% employer match about $85,564 at 4% or $57,043 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-15$485,751$102,677$6,845iApproximate average salary by contribution assumption: employee only about $171,128 at 4% or $114,086 at 6%; with 50% employer match about $114,086 at 4% or $76,057 at 6%; with 100% employer match about $85,564 at 4% or $57,043 at 6%.
2016115$328,442$97,457$6,497iApproximate average salary by contribution assumption: employee only about $162,428 at 4% or $108,286 at 6%; with 50% employer match about $108,286 at 4% or $72,190 at 6%; with 100% employer match about $81,214 at 4% or $54,143 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-15$328,442$97,457$6,497iApproximate average salary by contribution assumption: employee only about $162,428 at 4% or $108,286 at 6%; with 50% employer match about $108,286 at 4% or $72,190 at 6%; with 100% employer match about $81,214 at 4% or $54,143 at 6%.
2015114$210,030$93,153$6,654iApproximate average salary by contribution assumption: employee only about $166,345 at 4% or $110,896 at 6%; with 50% employer match about $110,896 at 4% or $73,931 at 6%; with 100% employer match about $83,172 at 4% or $55,448 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-14$210,030$93,153$6,654iApproximate average salary by contribution assumption: employee only about $166,345 at 4% or $110,896 at 6%; with 50% employer match about $110,896 at 4% or $73,931 at 6%; with 100% employer match about $83,172 at 4% or $55,448 at 6%.
2014113$119,052$115,534$8,887iApproximate average salary by contribution assumption: employee only about $222,181 at 4% or $148,121 at 6%; with 50% employer match about $148,121 at 4% or $98,747 at 6%; with 100% employer match about $111,090 at 4% or $74,060 at 6%.
EXPERT TAX SOLUTIONS 401(K) PLAN-13$119,052$115,534$8,887iApproximate average salary by contribution assumption: employee only about $222,181 at 4% or $148,121 at 6%; with 50% employer match about $148,121 at 4% or $98,747 at 6%; with 100% employer match about $111,090 at 4% or $74,060 at 6%.