Civic Intelligence

Tax Awareness Planning Inc.

Plan context: Pension Advisory Group Inc. Profit Sharing Plan

EIN 75-1972657 • 26 filings • 4 plans

Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,868,523

2021 Contributions

$2,305,334

Historical Graphs

Total Assets Over Time

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

$3,040,406$1,520,203$0199920132021YearValue
$2,868,523Latest year 2021

Participants Over Time

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

167840199920112020YearValue
1Latest year 2020

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
202110$2,868,523$0-
Pension Advisory Group Inc. Profit Sharing Plan-0$2,868,523--
202011$3,040,406$0-
Pension Advisory Group Inc. Profit Sharing Plan-1$3,040,406--
201911$2,152,991$0-
Pension Advisory Group Inc. Profit Sharing Plan-1$2,152,991--
201811$2,107,915$0-
Pension Advisory Group Inc. Profit Sharing Plan-1$2,107,915--
201711$2,245,428$0-
Pension Advisory Group Inc. Profit Sharing Plan-1$2,245,428--
201611$1,960,737$0-
Pension Advisory Group Inc. Profit Sharing Plan-1$1,960,737--
201512$2,148,217$0-
Pension Advisory Group Inc. Profit Sharing Plan-2$2,148,217--
201421$2,174,683$2,305,334$2,305,334iApproximate average salary by contribution assumption: employee only about $57,633,350 at 4% or $38,422,233 at 6%; with 50% employer match about $38,422,233 at 4% or $25,614,822 at 6%; with 100% employer match about $28,816,675 at 4% or $19,211,117 at 6%.
Pension Advisory Group Inc. Profit Sharing Plan-1$2,174,683$2,305,334$2,305,334iApproximate average salary by contribution assumption: employee only about $57,633,350 at 4% or $38,422,233 at 6%; with 50% employer match about $38,422,233 at 4% or $25,614,822 at 6%; with 100% employer match about $28,816,675 at 4% or $19,211,117 at 6%.
Tax Awareness Planning Inc. Defined Benefit Pension Plan-0---
201311$2,305,813$0-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-1$2,305,813--
201211$2,253,634$0-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-1$2,253,634--
201111$1,895,206$450,000$450,000iApproximate average salary by contribution assumption: employee only about $11,250,000 at 4% or $7,500,000 at 6%; with 50% employer match about $7,500,000 at 4% or $5,000,000 at 6%; with 100% employer match about $5,625,000 at 4% or $3,750,000 at 6%.
Tax Awareness Planning Inc. Defined Benefit Pension Plan-1$1,895,206$450,000$450,000iApproximate average salary by contribution assumption: employee only about $11,250,000 at 4% or $7,500,000 at 6%; with 50% employer match about $7,500,000 at 4% or $5,000,000 at 6%; with 100% employer match about $5,625,000 at 4% or $3,750,000 at 6%.
201012$1,818,452$1,200,000$600,000iApproximate average salary by contribution assumption: employee only about $15,000,000 at 4% or $10,000,000 at 6%; with 50% employer match about $10,000,000 at 4% or $6,666,667 at 6%; with 100% employer match about $7,500,000 at 4% or $5,000,000 at 6%.
Tax Awareness Planning Inc. Defined Benefit Pension Plan-2$1,818,452$1,200,000$600,000iApproximate average salary by contribution assumption: employee only about $15,000,000 at 4% or $10,000,000 at 6%; with 50% employer match about $10,000,000 at 4% or $6,666,667 at 6%; with 100% employer match about $7,500,000 at 4% or $5,000,000 at 6%.
200711$0$0-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-1---
200611$683,792$0-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-1$683,792--
200512$619,443$0-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-2$619,443--
200412$624,634$0-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-2$624,634--
200313$0$0-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-3---
200224$0$705,767$176,442iApproximate average salary by contribution assumption: employee only about $4,411,044 at 4% or $2,940,696 at 6%; with 50% employer match about $2,940,696 at 4% or $1,960,464 at 6%; with 100% employer match about $2,205,522 at 4% or $1,470,348 at 6%.
Tax Awareness Planning Inc. Health & Welfare Plan-0-$705,767-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-4---
20012100$123,503$1,483,022$14,830iApproximate average salary by contribution assumption: employee only about $370,756 at 4% or $247,170 at 6%; with 50% employer match about $247,170 at 4% or $164,780 at 6%; with 100% employer match about $185,378 at 4% or $123,585 at 6%.
Tax Awareness Planning Inc. Health & Welfare Plan-100$123,503$1,483,022$14,830iApproximate average salary by contribution assumption: employee only about $370,756 at 4% or $247,170 at 6%; with 50% employer match about $247,170 at 4% or $164,780 at 6%; with 100% employer match about $185,378 at 4% or $123,585 at 6%.
Tax Awareness Planning Inc. Defined Benefit Pension Plan-3---
2000288$0$0-
Tax Awareness Planning Inc. Defined Benefit Pension Plan-4---
Tax Awareness Planning Inc. Health & Welfare Plan-88---
19992167$700,900$2,083,366$12,475iApproximate average salary by contribution assumption: employee only about $311,881 at 4% or $207,921 at 6%; with 50% employer match about $207,921 at 4% or $138,614 at 6%; with 100% employer match about $155,941 at 4% or $103,960 at 6%.
Tax Awareness Planning Inc. Health & Welfare Plan-167$407,357$2,027,000$12,138iApproximate average salary by contribution assumption: employee only about $303,443 at 4% or $202,295 at 6%; with 50% employer match about $202,295 at 4% or $134,864 at 6%; with 100% employer match about $151,722 at 4% or $101,148 at 6%.
Tax Awareness Planning Inc. Defined Benefit Pension Plan-2$293,543$56,366$28,183iApproximate average salary by contribution assumption: employee only about $704,575 at 4% or $469,717 at 6%; with 50% employer match about $469,717 at 4% or $313,144 at 6%; with 100% employer match about $352,288 at 4% or $234,858 at 6%.