Civic Intelligence

Quorum Group LLC DBA Take Form

Plan context: Take Form 401(K) Profit Sharing Plan & Trust

EIN 76-0838129 • Medina, NY • 24 filings • 4 plans

11601 Maple Ridge RdMedina, NY 14103-9710
Current Snapshot

Latest Year

2024

2024 Participants

205

2024 Assets

$8,031,701

2024 Contributions

$1,007,236

Historical Graphs

Total Assets Over Time

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

$8,031,701$4,015,851$0200820162024YearValue
$8,031,701Latest year 2024

Participants Over Time

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

2061030200820162024YearValue
205Latest 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
20243205$8,031,701$1,007,236$4,913iApproximate average salary by contribution assumption: employee only about $122,834 at 4% or $81,889 at 6%; with 50% employer match about $81,889 at 4% or $54,593 at 6%; with 100% employer match about $61,417 at 4% or $40,945 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-205$8,031,701$1,007,236$4,913iApproximate average salary by contribution assumption: employee only about $122,834 at 4% or $81,889 at 6%; with 50% employer match about $81,889 at 4% or $54,593 at 6%; with 100% employer match about $61,417 at 4% or $40,945 at 6%.
TAKEFORM EMPLOYEE HEALTH PLAN-141---
QUORUM GROUP LLC-135---
20233206$6,631,641$749,605$3,639iApproximate average salary by contribution assumption: employee only about $90,971 at 4% or $60,648 at 6%; with 50% employer match about $60,648 at 4% or $40,432 at 6%; with 100% employer match about $45,486 at 4% or $30,324 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-206$6,631,641$749,605$3,639iApproximate average salary by contribution assumption: employee only about $90,971 at 4% or $60,648 at 6%; with 50% employer match about $60,648 at 4% or $40,432 at 6%; with 100% employer match about $45,486 at 4% or $30,324 at 6%.
QUORUM GROUP LLC-126---
TAKEFORM EMPLOYEE HEALTH PLAN-125---
20223200$5,345,395$619,297$3,096iApproximate average salary by contribution assumption: employee only about $77,412 at 4% or $51,608 at 6%; with 50% employer match about $51,608 at 4% or $34,405 at 6%; with 100% employer match about $38,706 at 4% or $25,804 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-200$5,345,395$619,297$3,096iApproximate average salary by contribution assumption: employee only about $77,412 at 4% or $51,608 at 6%; with 50% employer match about $51,608 at 4% or $34,405 at 6%; with 100% employer match about $38,706 at 4% or $25,804 at 6%.
TAKEFORM EMPLOYEE HEALTH PLAN-128---
QUORUM GROUP LLC-118---
20212195$5,893,483$598,071$3,067iApproximate average salary by contribution assumption: employee only about $76,676 at 4% or $51,117 at 6%; with 50% employer match about $51,117 at 4% or $34,078 at 6%; with 100% employer match about $38,338 at 4% or $25,559 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-195$5,893,483$598,071$3,067iApproximate average salary by contribution assumption: employee only about $76,676 at 4% or $51,117 at 6%; with 50% employer match about $51,117 at 4% or $34,078 at 6%; with 100% employer match about $38,338 at 4% or $25,559 at 6%.
QUORUM GROUP LLC-115---
20201198$4,872,749$605,024$3,056iApproximate average salary by contribution assumption: employee only about $76,392 at 4% or $50,928 at 6%; with 50% employer match about $50,928 at 4% or $33,952 at 6%; with 100% employer match about $38,196 at 4% or $25,464 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-198$4,872,749$605,024$3,056iApproximate average salary by contribution assumption: employee only about $76,392 at 4% or $50,928 at 6%; with 50% employer match about $50,928 at 4% or $33,952 at 6%; with 100% employer match about $38,196 at 4% or $25,464 at 6%.
20191194$3,636,887$506,034$2,608iApproximate average salary by contribution assumption: employee only about $65,211 at 4% or $43,474 at 6%; with 50% employer match about $43,474 at 4% or $28,982 at 6%; with 100% employer match about $32,605 at 4% or $21,737 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-194$3,636,887$506,034$2,608iApproximate average salary by contribution assumption: employee only about $65,211 at 4% or $43,474 at 6%; with 50% employer match about $43,474 at 4% or $28,982 at 6%; with 100% employer match about $32,605 at 4% or $21,737 at 6%.
20181165$2,749,408$416,278$2,523iApproximate average salary by contribution assumption: employee only about $63,072 at 4% or $42,048 at 6%; with 50% employer match about $42,048 at 4% or $28,032 at 6%; with 100% employer match about $31,536 at 4% or $21,024 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-165$2,749,408$416,278$2,523iApproximate average salary by contribution assumption: employee only about $63,072 at 4% or $42,048 at 6%; with 50% employer match about $42,048 at 4% or $28,032 at 6%; with 100% employer match about $31,536 at 4% or $21,024 at 6%.
20171155$2,631,713$370,070$2,388iApproximate average salary by contribution assumption: employee only about $59,689 at 4% or $39,792 at 6%; with 50% employer match about $39,792 at 4% or $26,528 at 6%; with 100% employer match about $29,844 at 4% or $19,896 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-155$2,631,713$370,070$2,388iApproximate average salary by contribution assumption: employee only about $59,689 at 4% or $39,792 at 6%; with 50% employer match about $39,792 at 4% or $26,528 at 6%; with 100% employer match about $29,844 at 4% or $19,896 at 6%.
2016180$2,032,760$330,209$4,128iApproximate average salary by contribution assumption: employee only about $103,190 at 4% or $68,794 at 6%; with 50% employer match about $68,794 at 4% or $45,862 at 6%; with 100% employer match about $51,595 at 4% or $34,397 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-80$2,032,760$330,209$4,128iApproximate average salary by contribution assumption: employee only about $103,190 at 4% or $68,794 at 6%; with 50% employer match about $68,794 at 4% or $45,862 at 6%; with 100% employer match about $51,595 at 4% or $34,397 at 6%.
2015172$1,571,119$228,190$3,169iApproximate average salary by contribution assumption: employee only about $79,233 at 4% or $52,822 at 6%; with 50% employer match about $52,822 at 4% or $35,215 at 6%; with 100% employer match about $39,616 at 4% or $26,411 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-72$1,571,119$228,190$3,169iApproximate average salary by contribution assumption: employee only about $79,233 at 4% or $52,822 at 6%; with 50% employer match about $52,822 at 4% or $35,215 at 6%; with 100% employer match about $39,616 at 4% or $26,411 at 6%.
2014173$1,366,323$619,534$8,487iApproximate average salary by contribution assumption: employee only about $212,169 at 4% or $141,446 at 6%; with 50% employer match about $141,446 at 4% or $94,297 at 6%; with 100% employer match about $106,085 at 4% or $70,723 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-73$1,366,323$619,534$8,487iApproximate average salary by contribution assumption: employee only about $212,169 at 4% or $141,446 at 6%; with 50% employer match about $141,446 at 4% or $94,297 at 6%; with 100% employer match about $106,085 at 4% or $70,723 at 6%.
2013158$731,732$237,623$4,097iApproximate average salary by contribution assumption: employee only about $102,424 at 4% or $68,282 at 6%; with 50% employer match about $68,282 at 4% or $45,522 at 6%; with 100% employer match about $51,212 at 4% or $34,141 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-58$731,732$237,623$4,097iApproximate average salary by contribution assumption: employee only about $102,424 at 4% or $68,282 at 6%; with 50% employer match about $68,282 at 4% or $45,522 at 6%; with 100% employer match about $51,212 at 4% or $34,141 at 6%.
2012152$399,811$94,848$1,824iApproximate average salary by contribution assumption: employee only about $45,600 at 4% or $30,400 at 6%; with 50% employer match about $30,400 at 4% or $20,267 at 6%; with 100% employer match about $22,800 at 4% or $15,200 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-52$399,811$94,848$1,824iApproximate average salary by contribution assumption: employee only about $45,600 at 4% or $30,400 at 6%; with 50% employer match about $30,400 at 4% or $20,267 at 6%; with 100% employer match about $22,800 at 4% or $15,200 at 6%.
2011137$305,921$67,940$1,836iApproximate average salary by contribution assumption: employee only about $45,905 at 4% or $30,604 at 6%; with 50% employer match about $30,604 at 4% or $20,402 at 6%; with 100% employer match about $22,953 at 4% or $15,302 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-37$305,921$67,940$1,836iApproximate average salary by contribution assumption: employee only about $45,905 at 4% or $30,604 at 6%; with 50% employer match about $30,604 at 4% or $20,402 at 6%; with 100% employer match about $22,953 at 4% or $15,302 at 6%.
2010137$259,803$67,590$1,827iApproximate average salary by contribution assumption: employee only about $45,669 at 4% or $30,446 at 6%; with 50% employer match about $30,446 at 4% or $20,297 at 6%; with 100% employer match about $22,834 at 4% or $15,223 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-37$259,803$67,590$1,827iApproximate average salary by contribution assumption: employee only about $45,669 at 4% or $30,446 at 6%; with 50% employer match about $30,446 at 4% or $20,297 at 6%; with 100% employer match about $22,834 at 4% or $15,223 at 6%.
2009171$176,164$53,940$760iApproximate average salary by contribution assumption: employee only about $18,993 at 4% or $12,662 at 6%; with 50% employer match about $12,662 at 4% or $8,441 at 6%; with 100% employer match about $9,496 at 4% or $6,331 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-71$176,164$53,940$760iApproximate average salary by contribution assumption: employee only about $18,993 at 4% or $12,662 at 6%; with 50% employer match about $12,662 at 4% or $8,441 at 6%; with 100% employer match about $9,496 at 4% or $6,331 at 6%.
2008168$89,893$56,461$830iApproximate average salary by contribution assumption: employee only about $20,758 at 4% or $13,838 at 6%; with 50% employer match about $13,838 at 4% or $9,226 at 6%; with 100% employer match about $10,379 at 4% or $6,919 at 6%.
Take Form 401(K) Profit Sharing Plan & Trust-68$89,893$56,461$830iApproximate average salary by contribution assumption: employee only about $20,758 at 4% or $13,838 at 6%; with 50% employer match about $13,838 at 4% or $9,226 at 6%; with 100% employer match about $10,379 at 4% or $6,919 at 6%.