PGL TAX ADVISORS
Plan context: PGL TAX ADVISORS 401(K) PLAN
EIN 83-1940912 • Folsom, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$108,868
2025 Contributions
$65,695
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $108,868 | $65,695 | $10,949iApproximate average salary by contribution assumption: employee only about $273,729 at 4% or $182,486 at 6%; with 50% employer match about $182,486 at 4% or $121,657 at 6%; with 100% employer match about $136,865 at 4% or $91,243 at 6%. |
| PGL TAX ADVISORS 401(K) PLAN | - | 6 | $108,868 | $65,695 | $10,949iApproximate average salary by contribution assumption: employee only about $273,729 at 4% or $182,486 at 6%; with 50% employer match about $182,486 at 4% or $121,657 at 6%; with 100% employer match about $136,865 at 4% or $91,243 at 6%. |
| 2024 | 1 | 5 | $200,847 | $56,908 | $11,382iApproximate average salary by contribution assumption: employee only about $284,540 at 4% or $189,693 at 6%; with 50% employer match about $189,693 at 4% or $126,462 at 6%; with 100% employer match about $142,270 at 4% or $94,847 at 6%. |
| PGL TAX ADVISORS 401(K) PLAN | - | 5 | $200,847 | $56,908 | $11,382iApproximate average salary by contribution assumption: employee only about $284,540 at 4% or $189,693 at 6%; with 50% employer match about $189,693 at 4% or $126,462 at 6%; with 100% employer match about $142,270 at 4% or $94,847 at 6%. |
| 2023 | 1 | 5 | $122,091 | $52,914 | $10,583iApproximate average salary by contribution assumption: employee only about $264,570 at 4% or $176,380 at 6%; with 50% employer match about $176,380 at 4% or $117,587 at 6%; with 100% employer match about $132,285 at 4% or $88,190 at 6%. |
| PGL TAX ADVISORS 401(K) PLAN | - | 5 | $122,091 | $52,914 | $10,583iApproximate average salary by contribution assumption: employee only about $264,570 at 4% or $176,380 at 6%; with 50% employer match about $176,380 at 4% or $117,587 at 6%; with 100% employer match about $132,285 at 4% or $88,190 at 6%. |
| 2022 | 1 | 5 | $54,938 | $59,135 | $11,827iApproximate average salary by contribution assumption: employee only about $295,675 at 4% or $197,117 at 6%; with 50% employer match about $197,117 at 4% or $131,411 at 6%; with 100% employer match about $147,838 at 4% or $98,558 at 6%. |
| PGL TAX ADVISORS 401(K) PLAN | - | 5 | $54,938 | $59,135 | $11,827iApproximate average salary by contribution assumption: employee only about $295,675 at 4% or $197,117 at 6%; with 50% employer match about $197,117 at 4% or $131,411 at 6%; with 100% employer match about $147,838 at 4% or $98,558 at 6%. |