Civic Intelligence

Taylor, Jacobson & Associates PC.

Plan context: Taylor, Jacobson & Associates PC. 401(K) Plan

EIN 84-1282541 • Lakewood, CO • 18 filings • 2 plans

390 S. Kline Street, Suite 325Lakewood, CO 80226
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$2,183,421

2019 Contributions

$152,994

Historical Graphs

Total Assets Over Time

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

$2,190,671$1,095,336$0200220102018YearValue
$2,183,421Latest year 2018

Participants Over Time

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

530200220102018YearValue
5Latest year 2018

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
201910$0$0-
Taylor, Jacobson & Associates PC. 401(K) Plan-0$0--
201815$2,183,421$152,994$30,599iApproximate average salary by contribution assumption: employee only about $764,970 at 4% or $509,980 at 6%; with 50% employer match about $509,980 at 4% or $339,987 at 6%; with 100% employer match about $382,485 at 4% or $254,990 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$2,183,421$152,994$30,599iApproximate average salary by contribution assumption: employee only about $764,970 at 4% or $509,980 at 6%; with 50% employer match about $509,980 at 4% or $339,987 at 6%; with 100% employer match about $382,485 at 4% or $254,990 at 6%.
201715$2,190,671$157,279$31,456iApproximate average salary by contribution assumption: employee only about $786,395 at 4% or $524,263 at 6%; with 50% employer match about $524,263 at 4% or $349,509 at 6%; with 100% employer match about $393,198 at 4% or $262,132 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$2,190,671$157,279$31,456iApproximate average salary by contribution assumption: employee only about $786,395 at 4% or $524,263 at 6%; with 50% employer match about $524,263 at 4% or $349,509 at 6%; with 100% employer match about $393,198 at 4% or $262,132 at 6%.
201615$1,867,061$107,537$21,507iApproximate average salary by contribution assumption: employee only about $537,685 at 4% or $358,457 at 6%; with 50% employer match about $358,457 at 4% or $238,971 at 6%; with 100% employer match about $268,843 at 4% or $179,228 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$1,867,061$107,537$21,507iApproximate average salary by contribution assumption: employee only about $537,685 at 4% or $358,457 at 6%; with 50% employer match about $358,457 at 4% or $238,971 at 6%; with 100% employer match about $268,843 at 4% or $179,228 at 6%.
201515$1,650,427$107,820$21,564iApproximate average salary by contribution assumption: employee only about $539,100 at 4% or $359,400 at 6%; with 50% employer match about $359,400 at 4% or $239,600 at 6%; with 100% employer match about $269,550 at 4% or $179,700 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$1,650,427$107,820$21,564iApproximate average salary by contribution assumption: employee only about $539,100 at 4% or $359,400 at 6%; with 50% employer match about $359,400 at 4% or $239,600 at 6%; with 100% employer match about $269,550 at 4% or $179,700 at 6%.
201415$1,551,177$120,430$24,086iApproximate average salary by contribution assumption: employee only about $602,150 at 4% or $401,433 at 6%; with 50% employer match about $401,433 at 4% or $267,622 at 6%; with 100% employer match about $301,075 at 4% or $200,717 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$1,551,177$120,430$24,086iApproximate average salary by contribution assumption: employee only about $602,150 at 4% or $401,433 at 6%; with 50% employer match about $401,433 at 4% or $267,622 at 6%; with 100% employer match about $301,075 at 4% or $200,717 at 6%.
201315$1,357,652$94,307$18,861iApproximate average salary by contribution assumption: employee only about $471,535 at 4% or $314,357 at 6%; with 50% employer match about $314,357 at 4% or $209,571 at 6%; with 100% employer match about $235,768 at 4% or $157,178 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$1,357,652$94,307$18,861iApproximate average salary by contribution assumption: employee only about $471,535 at 4% or $314,357 at 6%; with 50% employer match about $314,357 at 4% or $209,571 at 6%; with 100% employer match about $235,768 at 4% or $157,178 at 6%.
201214$1,160,505$93,831$23,458iApproximate average salary by contribution assumption: employee only about $586,444 at 4% or $390,963 at 6%; with 50% employer match about $390,963 at 4% or $260,642 at 6%; with 100% employer match about $293,222 at 4% or $195,481 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-4$1,160,505$93,831$23,458iApproximate average salary by contribution assumption: employee only about $586,444 at 4% or $390,963 at 6%; with 50% employer match about $390,963 at 4% or $260,642 at 6%; with 100% employer match about $293,222 at 4% or $195,481 at 6%.
201115$1,048,692$92,785$18,557iApproximate average salary by contribution assumption: employee only about $463,925 at 4% or $309,283 at 6%; with 50% employer match about $309,283 at 4% or $206,189 at 6%; with 100% employer match about $231,963 at 4% or $154,642 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$1,048,692$92,785$18,557iApproximate average salary by contribution assumption: employee only about $463,925 at 4% or $309,283 at 6%; with 50% employer match about $309,283 at 4% or $206,189 at 6%; with 100% employer match about $231,963 at 4% or $154,642 at 6%.
201013$928,281$103,023$34,341iApproximate average salary by contribution assumption: employee only about $858,525 at 4% or $572,350 at 6%; with 50% employer match about $572,350 at 4% or $381,567 at 6%; with 100% employer match about $429,263 at 4% or $286,175 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-3$928,281$103,023$34,341iApproximate average salary by contribution assumption: employee only about $858,525 at 4% or $572,350 at 6%; with 50% employer match about $572,350 at 4% or $381,567 at 6%; with 100% employer match about $429,263 at 4% or $286,175 at 6%.
200915$881,833$114,840$22,968iApproximate average salary by contribution assumption: employee only about $574,200 at 4% or $382,800 at 6%; with 50% employer match about $382,800 at 4% or $255,200 at 6%; with 100% employer match about $287,100 at 4% or $191,400 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$881,833$114,840$22,968iApproximate average salary by contribution assumption: employee only about $574,200 at 4% or $382,800 at 6%; with 50% employer match about $382,800 at 4% or $255,200 at 6%; with 100% employer match about $287,100 at 4% or $191,400 at 6%.
200815$569,438$109,113$21,823iApproximate average salary by contribution assumption: employee only about $545,565 at 4% or $363,710 at 6%; with 50% employer match about $363,710 at 4% or $242,473 at 6%; with 100% employer match about $272,783 at 4% or $181,855 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-5$569,438$109,113$21,823iApproximate average salary by contribution assumption: employee only about $545,565 at 4% or $363,710 at 6%; with 50% employer match about $363,710 at 4% or $242,473 at 6%; with 100% employer match about $272,783 at 4% or $181,855 at 6%.
200712$508,023$70,168$35,084iApproximate average salary by contribution assumption: employee only about $877,100 at 4% or $584,733 at 6%; with 50% employer match about $584,733 at 4% or $389,822 at 6%; with 100% employer match about $438,550 at 4% or $292,367 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-2$508,023$70,168$35,084iApproximate average salary by contribution assumption: employee only about $877,100 at 4% or $584,733 at 6%; with 50% employer match about $584,733 at 4% or $389,822 at 6%; with 100% employer match about $438,550 at 4% or $292,367 at 6%.
200612$411,630$92,358$46,179iApproximate average salary by contribution assumption: employee only about $1,154,475 at 4% or $769,650 at 6%; with 50% employer match about $769,650 at 4% or $513,100 at 6%; with 100% employer match about $577,238 at 4% or $384,825 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-2$411,630$92,358$46,179iApproximate average salary by contribution assumption: employee only about $1,154,475 at 4% or $769,650 at 6%; with 50% employer match about $769,650 at 4% or $513,100 at 6%; with 100% employer match about $577,238 at 4% or $384,825 at 6%.
200512$279,069$87,317$43,659iApproximate average salary by contribution assumption: employee only about $1,091,463 at 4% or $727,642 at 6%; with 50% employer match about $727,642 at 4% or $485,094 at 6%; with 100% employer match about $545,731 at 4% or $363,821 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-2$279,069$87,317$43,659iApproximate average salary by contribution assumption: employee only about $1,091,463 at 4% or $727,642 at 6%; with 50% employer match about $727,642 at 4% or $485,094 at 6%; with 100% employer match about $545,731 at 4% or $363,821 at 6%.
200412$180,286$84,500$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-2$180,286$84,500$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
200312$89,229$29,938$14,969iApproximate average salary by contribution assumption: employee only about $374,225 at 4% or $249,483 at 6%; with 50% employer match about $249,483 at 4% or $166,322 at 6%; with 100% employer match about $187,113 at 4% or $124,742 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-2$89,229$29,938$14,969iApproximate average salary by contribution assumption: employee only about $374,225 at 4% or $249,483 at 6%; with 50% employer match about $249,483 at 4% or $166,322 at 6%; with 100% employer match about $187,113 at 4% or $124,742 at 6%.
200213$58,245$57,611$19,204iApproximate average salary by contribution assumption: employee only about $480,092 at 4% or $320,061 at 6%; with 50% employer match about $320,061 at 4% or $213,374 at 6%; with 100% employer match about $240,046 at 4% or $160,031 at 6%.
Taylor, Jacobson & Associates PC. 401(K) Plan-3$58,245$57,611$19,204iApproximate average salary by contribution assumption: employee only about $480,092 at 4% or $320,061 at 6%; with 50% employer match about $320,061 at 4% or $213,374 at 6%; with 100% employer match about $240,046 at 4% or $160,031 at 6%.