Current Snapshot
Latest Year
2007
2007 Participants
178
2007 Assets
$4,513,167
2007 Contributions
$919,763
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 178 | $4,513,167 | $919,763 | $5,167iApproximate average salary by contribution assumption: employee only about $129,180 at 4% or $86,120 at 6%; with 50% employer match about $86,120 at 4% or $57,413 at 6%; with 100% employer match about $64,590 at 4% or $43,060 at 6%. |
| Tax Refund Express 401K Plan | - | 178 | $4,513,167 | $919,763 | $5,167iApproximate average salary by contribution assumption: employee only about $129,180 at 4% or $86,120 at 6%; with 50% employer match about $86,120 at 4% or $57,413 at 6%; with 100% employer match about $64,590 at 4% or $43,060 at 6%. |
| 2006 | 1 | 153 | $3,572,542 | $708,089 | $4,628iApproximate average salary by contribution assumption: employee only about $115,701 at 4% or $77,134 at 6%; with 50% employer match about $77,134 at 4% or $51,423 at 6%; with 100% employer match about $57,850 at 4% or $38,567 at 6%. |
| Tax Refund Express 401K Plan | - | 153 | $3,572,542 | $708,089 | $4,628iApproximate average salary by contribution assumption: employee only about $115,701 at 4% or $77,134 at 6%; with 50% employer match about $77,134 at 4% or $51,423 at 6%; with 100% employer match about $57,850 at 4% or $38,567 at 6%. |
| 2005 | 1 | 145 | $2,833,986 | $724,112 | $4,994iApproximate average salary by contribution assumption: employee only about $124,847 at 4% or $83,231 at 6%; with 50% employer match about $83,231 at 4% or $55,488 at 6%; with 100% employer match about $62,423 at 4% or $41,616 at 6%. |
| Tax Refund Express 401K Plan | - | 145 | $2,833,986 | $724,112 | $4,994iApproximate average salary by contribution assumption: employee only about $124,847 at 4% or $83,231 at 6%; with 50% employer match about $83,231 at 4% or $55,488 at 6%; with 100% employer match about $62,423 at 4% or $41,616 at 6%. |
| 2004 | 1 | 172 | $2,138,859 | $596,876 | $3,470iApproximate average salary by contribution assumption: employee only about $86,755 at 4% or $57,837 at 6%; with 50% employer match about $57,837 at 4% or $38,558 at 6%; with 100% employer match about $43,378 at 4% or $28,918 at 6%. |
| Tax Refund Express 401K Plan | - | 172 | $2,138,859 | $596,876 | $3,470iApproximate average salary by contribution assumption: employee only about $86,755 at 4% or $57,837 at 6%; with 50% employer match about $57,837 at 4% or $38,558 at 6%; with 100% employer match about $43,378 at 4% or $28,918 at 6%. |
| 2003 | 1 | 135 | $1,605,335 | $705,612 | $5,227iApproximate average salary by contribution assumption: employee only about $130,669 at 4% or $87,113 at 6%; with 50% employer match about $87,113 at 4% or $58,075 at 6%; with 100% employer match about $65,334 at 4% or $43,556 at 6%. |
| Tax Refund Express 401K Plan | - | 135 | $1,605,335 | $705,612 | $5,227iApproximate average salary by contribution assumption: employee only about $130,669 at 4% or $87,113 at 6%; with 50% employer match about $87,113 at 4% or $58,075 at 6%; with 100% employer match about $65,334 at 4% or $43,556 at 6%. |
| 2002 | 1 | 138 | $785,953 | $680,897 | $4,934iApproximate average salary by contribution assumption: employee only about $123,351 at 4% or $82,234 at 6%; with 50% employer match about $82,234 at 4% or $54,823 at 6%; with 100% employer match about $61,675 at 4% or $41,117 at 6%. |
| Tax Refund Express 401K Plan | - | 138 | $785,953 | $680,897 | $4,934iApproximate average salary by contribution assumption: employee only about $123,351 at 4% or $82,234 at 6%; with 50% employer match about $82,234 at 4% or $54,823 at 6%; with 100% employer match about $61,675 at 4% or $41,117 at 6%. |
| 2001 | 1 | 43 | $0 | $0 | - |
| Tax Refund Express 401K Plan | - | 43 | - | - | - |
| 2000 | 1 | 56 | $278,787 | $153,646 | $2,744iApproximate average salary by contribution assumption: employee only about $68,592 at 4% or $45,728 at 6%; with 50% employer match about $45,728 at 4% or $30,485 at 6%; with 100% employer match about $34,296 at 4% or $22,864 at 6%. |
| Tax Refund Express 401K Plan | - | 56 | $278,787 | $153,646 | $2,744iApproximate average salary by contribution assumption: employee only about $68,592 at 4% or $45,728 at 6%; with 50% employer match about $45,728 at 4% or $30,485 at 6%; with 100% employer match about $34,296 at 4% or $22,864 at 6%. |
| 1999 | 1 | 11 | $179,214 | $96,848 | $8,804iApproximate average salary by contribution assumption: employee only about $220,109 at 4% or $146,739 at 6%; with 50% employer match about $146,739 at 4% or $97,826 at 6%; with 100% employer match about $110,055 at 4% or $73,370 at 6%. |
| Tax Refund Express 401K Plan | - | 11 | $179,214 | $96,848 | $8,804iApproximate average salary by contribution assumption: employee only about $220,109 at 4% or $146,739 at 6%; with 50% employer match about $146,739 at 4% or $97,826 at 6%; with 100% employer match about $110,055 at 4% or $73,370 at 6%. |