Civic Intelligence

Efficient Tax Solutions

Plan context: Efficient Tax Solutions 401(K) Profit Sharing Plan & Trust

EIN 82-3993558 • Richmond, CA • 7 filings • 1 plans

2709 Macdonald Ave Ste 204Richmond, CA 94804-3000
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$5,813

2025 Contributions

$502

Historical Graphs

Total Assets Over Time

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

$5,813$2,907$0201920222025YearValue
$5,813Latest year 2025

Participants Over Time

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

530201920222025YearValue
5Latest 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
202515$5,813$0-
Efficient Tax Solutions 401(K) Profit Sharing Plan & Trust-5$5,813$0-
202415$4,873$0-
Efficient Tax Solutions 401(K) Profit Sharing Plan & Trust-5$4,873$0-
202315$4,386$0-
Efficient Tax Solutions 401(K) Profit Sharing Plan & Trust-5$4,386$0-
202215$3,723$502$100iApproximate average salary by contribution assumption: employee only about $2,510 at 4% or $1,673 at 6%; with 50% employer match about $1,673 at 4% or $1,116 at 6%; with 100% employer match about $1,255 at 4% or $837 at 6%.
Efficient Tax Solutions 401(K) Profit Sharing Plan & Trust-5$3,723$502$100iApproximate average salary by contribution assumption: employee only about $2,510 at 4% or $1,673 at 6%; with 50% employer match about $1,673 at 4% or $1,116 at 6%; with 100% employer match about $1,255 at 4% or $837 at 6%.
202114$4,095$1,155$289iApproximate average salary by contribution assumption: employee only about $7,219 at 4% or $4,813 at 6%; with 50% employer match about $4,813 at 4% or $3,208 at 6%; with 100% employer match about $3,609 at 4% or $2,406 at 6%.
Efficient Tax Solutions 401(K) Profit Sharing Plan & Trust-4$4,095$1,155$289iApproximate average salary by contribution assumption: employee only about $7,219 at 4% or $4,813 at 6%; with 50% employer match about $4,813 at 4% or $3,208 at 6%; with 100% employer match about $3,609 at 4% or $2,406 at 6%.
202013$2,522$1,838$613iApproximate average salary by contribution assumption: employee only about $15,317 at 4% or $10,211 at 6%; with 50% employer match about $10,211 at 4% or $6,807 at 6%; with 100% employer match about $7,658 at 4% or $5,106 at 6%.
Efficient Tax Solutions 401(K) Profit Sharing Plan & Trust-3$2,522$1,838$613iApproximate average salary by contribution assumption: employee only about $15,317 at 4% or $10,211 at 6%; with 50% employer match about $10,211 at 4% or $6,807 at 6%; with 100% employer match about $7,658 at 4% or $5,106 at 6%.
201913$201$183$61iApproximate average salary by contribution assumption: employee only about $1,525 at 4% or $1,017 at 6%; with 50% employer match about $1,017 at 4% or $678 at 6%; with 100% employer match about $763 at 4% or $508 at 6%.
Efficient Tax Solutions 401(K) Profit Sharing Plan & Trust-3$201$183$61iApproximate average salary by contribution assumption: employee only about $1,525 at 4% or $1,017 at 6%; with 50% employer match about $1,017 at 4% or $678 at 6%; with 100% employer match about $763 at 4% or $508 at 6%.