Civic Intelligence

J. Taylor & Associates LLC

Plan context: J. Taylor & Associates LLC 401(K) Plan

EIN 75-2795393 • Fort Worth, TX • 17 filings • 3 plans

4800 Overton Plz Ste 360Fort Worth, TX 76109
Current Snapshot

Latest Year

2024

2024 Participants

135

2024 Assets

$15,420,908

2024 Contributions

$2,297,966

Historical Graphs

Total Assets Over Time

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

$15,420,908$7,710,454$0200820162024YearValue
$15,420,908Latest year 2024

Participants Over Time

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

135680200820162024YearValue
135Latest year 2024

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
20241135$15,420,908$2,297,966$17,022iApproximate average salary by contribution assumption: employee only about $425,549 at 4% or $283,700 at 6%; with 50% employer match about $283,700 at 4% or $189,133 at 6%; with 100% employer match about $212,775 at 4% or $141,850 at 6%.
J. Taylor & Associates LLC 401(K) Plan-135$15,420,908$2,297,966$17,022iApproximate average salary by contribution assumption: employee only about $425,549 at 4% or $283,700 at 6%; with 50% employer match about $283,700 at 4% or $189,133 at 6%; with 100% employer match about $212,775 at 4% or $141,850 at 6%.
20231119$11,509,452$1,722,769$14,477iApproximate average salary by contribution assumption: employee only about $361,926 at 4% or $241,284 at 6%; with 50% employer match about $241,284 at 4% or $160,856 at 6%; with 100% employer match about $180,963 at 4% or $120,642 at 6%.
J. Taylor & Associates LLC 401(K) Plan-119$11,509,452$1,722,769$14,477iApproximate average salary by contribution assumption: employee only about $361,926 at 4% or $241,284 at 6%; with 50% employer match about $241,284 at 4% or $160,856 at 6%; with 100% employer match about $180,963 at 4% or $120,642 at 6%.
2022195$8,453,595$1,254,927$13,210iApproximate average salary by contribution assumption: employee only about $330,244 at 4% or $220,163 at 6%; with 50% employer match about $220,163 at 4% or $146,775 at 6%; with 100% employer match about $165,122 at 4% or $110,081 at 6%.
J. Taylor & Associates LLC 401(K) Plan-95$8,453,595$1,254,927$13,210iApproximate average salary by contribution assumption: employee only about $330,244 at 4% or $220,163 at 6%; with 50% employer match about $220,163 at 4% or $146,775 at 6%; with 100% employer match about $165,122 at 4% or $110,081 at 6%.
2021177$9,152,686$997,027$12,948iApproximate average salary by contribution assumption: employee only about $323,710 at 4% or $215,807 at 6%; with 50% employer match about $215,807 at 4% or $143,871 at 6%; with 100% employer match about $161,855 at 4% or $107,903 at 6%.
J. Taylor & Associates LLC 401(K) Plan-77$9,152,686$997,027$12,948iApproximate average salary by contribution assumption: employee only about $323,710 at 4% or $215,807 at 6%; with 50% employer match about $215,807 at 4% or $143,871 at 6%; with 100% employer match about $161,855 at 4% or $107,903 at 6%.
2020167$7,130,279$1,095,118$16,345iApproximate average salary by contribution assumption: employee only about $408,626 at 4% or $272,417 at 6%; with 50% employer match about $272,417 at 4% or $181,612 at 6%; with 100% employer match about $204,313 at 4% or $136,209 at 6%.
J. Taylor & Associates LLC 401(K) Plan-67$7,130,279$1,095,118$16,345iApproximate average salary by contribution assumption: employee only about $408,626 at 4% or $272,417 at 6%; with 50% employer match about $272,417 at 4% or $181,612 at 6%; with 100% employer match about $204,313 at 4% or $136,209 at 6%.
2019165$5,409,022$710,516$10,931iApproximate average salary by contribution assumption: employee only about $273,275 at 4% or $182,184 at 6%; with 50% employer match about $182,184 at 4% or $121,456 at 6%; with 100% employer match about $136,638 at 4% or $91,092 at 6%.
J. Taylor & Associates LLC 401(K) Plan-65$5,409,022$710,516$10,931iApproximate average salary by contribution assumption: employee only about $273,275 at 4% or $182,184 at 6%; with 50% employer match about $182,184 at 4% or $121,456 at 6%; with 100% employer match about $136,638 at 4% or $91,092 at 6%.
2018151$4,806,870$633,628$12,424iApproximate average salary by contribution assumption: employee only about $310,602 at 4% or $207,068 at 6%; with 50% employer match about $207,068 at 4% or $138,045 at 6%; with 100% employer match about $155,301 at 4% or $103,534 at 6%.
J. Taylor & Associates LLC 401(K) Plan-51$4,806,870$633,628$12,424iApproximate average salary by contribution assumption: employee only about $310,602 at 4% or $207,068 at 6%; with 50% employer match about $207,068 at 4% or $138,045 at 6%; with 100% employer match about $155,301 at 4% or $103,534 at 6%.
2017142$4,645,282$1,375,618$32,753iApproximate average salary by contribution assumption: employee only about $818,820 at 4% or $545,880 at 6%; with 50% employer match about $545,880 at 4% or $363,920 at 6%; with 100% employer match about $409,410 at 4% or $272,940 at 6%.
J. Taylor & Associates LLC 401(K) Plan-42$4,645,282$1,375,618$32,753iApproximate average salary by contribution assumption: employee only about $818,820 at 4% or $545,880 at 6%; with 50% employer match about $545,880 at 4% or $363,920 at 6%; with 100% employer match about $409,410 at 4% or $272,940 at 6%.
2016154$2,861,025$408,352$7,562iApproximate average salary by contribution assumption: employee only about $189,052 at 4% or $126,035 at 6%; with 50% employer match about $126,035 at 4% or $84,023 at 6%; with 100% employer match about $94,526 at 4% or $63,017 at 6%.
J. Taylor & Associates LLC 401(K) Plan-54$2,861,025$408,352$7,562iApproximate average salary by contribution assumption: employee only about $189,052 at 4% or $126,035 at 6%; with 50% employer match about $126,035 at 4% or $84,023 at 6%; with 100% employer match about $94,526 at 4% or $63,017 at 6%.
2015145$2,288,119$324,205$7,205iApproximate average salary by contribution assumption: employee only about $180,114 at 4% or $120,076 at 6%; with 50% employer match about $120,076 at 4% or $80,051 at 6%; with 100% employer match about $90,057 at 4% or $60,038 at 6%.
J. Taylor & Associates LLC 401(K) Plan-45$2,288,119$324,205$7,205iApproximate average salary by contribution assumption: employee only about $180,114 at 4% or $120,076 at 6%; with 50% employer match about $120,076 at 4% or $80,051 at 6%; with 100% employer match about $90,057 at 4% or $60,038 at 6%.
2014137$2,128,382$235,909$6,376iApproximate average salary by contribution assumption: employee only about $159,398 at 4% or $106,265 at 6%; with 50% employer match about $106,265 at 4% or $70,844 at 6%; with 100% employer match about $79,699 at 4% or $53,133 at 6%.
J. Taylor & Associates LLC 401(K) Plan-37$2,128,382$235,909$6,376iApproximate average salary by contribution assumption: employee only about $159,398 at 4% or $106,265 at 6%; with 50% employer match about $106,265 at 4% or $70,844 at 6%; with 100% employer match about $79,699 at 4% or $53,133 at 6%.
2013135$2,021,783$212,890$6,083iApproximate average salary by contribution assumption: employee only about $152,064 at 4% or $101,376 at 6%; with 50% employer match about $101,376 at 4% or $67,584 at 6%; with 100% employer match about $76,032 at 4% or $50,688 at 6%.
J. Taylor & Associates LLC 401(K) Plan-35$2,021,783$212,890$6,083iApproximate average salary by contribution assumption: employee only about $152,064 at 4% or $101,376 at 6%; with 50% employer match about $101,376 at 4% or $67,584 at 6%; with 100% employer match about $76,032 at 4% or $50,688 at 6%.
2012128$1,470,029$498,895$17,818iApproximate average salary by contribution assumption: employee only about $445,442 at 4% or $296,961 at 6%; with 50% employer match about $296,961 at 4% or $197,974 at 6%; with 100% employer match about $222,721 at 4% or $148,481 at 6%.
J. Taylor & Associates LLC 401(K) Plan-28$1,470,029$498,895$17,818iApproximate average salary by contribution assumption: employee only about $445,442 at 4% or $296,961 at 6%; with 50% employer match about $296,961 at 4% or $197,974 at 6%; with 100% employer match about $222,721 at 4% or $148,481 at 6%.
2011124$897,886$189,479$7,895iApproximate average salary by contribution assumption: employee only about $197,374 at 4% or $131,583 at 6%; with 50% employer match about $131,583 at 4% or $87,722 at 6%; with 100% employer match about $98,687 at 4% or $65,791 at 6%.
J. Taylor & Associates LLC 401(K) Plan-24$897,886$189,479$7,895iApproximate average salary by contribution assumption: employee only about $197,374 at 4% or $131,583 at 6%; with 50% employer match about $131,583 at 4% or $87,722 at 6%; with 100% employer match about $98,687 at 4% or $65,791 at 6%.
2010121$766,958$322,753$15,369iApproximate average salary by contribution assumption: employee only about $384,230 at 4% or $256,153 at 6%; with 50% employer match about $256,153 at 4% or $170,769 at 6%; with 100% employer match about $192,115 at 4% or $128,077 at 6%.
J. Taylor & Associates LLC 401(K) Plan-21$766,958$322,753$15,369iApproximate average salary by contribution assumption: employee only about $384,230 at 4% or $256,153 at 6%; with 50% employer match about $256,153 at 4% or $170,769 at 6%; with 100% employer match about $192,115 at 4% or $128,077 at 6%.
2009118$395,792$244,335$13,574iApproximate average salary by contribution assumption: employee only about $339,354 at 4% or $226,236 at 6%; with 50% employer match about $226,236 at 4% or $150,824 at 6%; with 100% employer match about $169,677 at 4% or $113,118 at 6%.
J. Taylor & Associates LLC 401(K) Plan-18$395,792$244,335$13,574iApproximate average salary by contribution assumption: employee only about $339,354 at 4% or $226,236 at 6%; with 50% employer match about $226,236 at 4% or $150,824 at 6%; with 100% employer match about $169,677 at 4% or $113,118 at 6%.
2008119$88,691$115,716$6,090iApproximate average salary by contribution assumption: employee only about $152,258 at 4% or $101,505 at 6%; with 50% employer match about $101,505 at 4% or $67,670 at 6%; with 100% employer match about $76,129 at 4% or $50,753 at 6%.
J. Taylor & Associates LLC 401(K) Plan-19$88,691$115,716$6,090iApproximate average salary by contribution assumption: employee only about $152,258 at 4% or $101,505 at 6%; with 50% employer match about $101,505 at 4% or $67,670 at 6%; with 100% employer match about $76,129 at 4% or $50,753 at 6%.