Civic Intelligence

DEFENSE TAX PARTNERS

Plan context: DEFENSE TAX PARTNERS 401(K) PLAN

EIN 84-2005124 • Los Angeles, CA • 5 filings • 1 plans

12121 Wilshire Blvd Ste 250Los Angeles, CA 90025
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$473,795

2025 Contributions

$83,852

Historical Graphs

Total Assets Over Time

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

$473,795$236,898$0202120232025YearValue
$473,795Latest year 2025

Participants Over Time

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

630202120232025YearValue
6Latest 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
202516$473,795$83,852$13,975iApproximate average salary by contribution assumption: employee only about $349,383 at 4% or $232,922 at 6%; with 50% employer match about $232,922 at 4% or $155,281 at 6%; with 100% employer match about $174,692 at 4% or $116,461 at 6%.
DEFENSE TAX PARTNERS 401(K) PLAN-6$473,795$83,852$13,975iApproximate average salary by contribution assumption: employee only about $349,383 at 4% or $232,922 at 6%; with 50% employer match about $232,922 at 4% or $155,281 at 6%; with 100% employer match about $174,692 at 4% or $116,461 at 6%.
202414$334,973$85,253$21,313iApproximate average salary by contribution assumption: employee only about $532,831 at 4% or $355,221 at 6%; with 50% employer match about $355,221 at 4% or $236,814 at 6%; with 100% employer match about $266,416 at 4% or $177,610 at 6%.
DEFENSE TAX PARTNERS 401(K) PLAN-4$334,973$85,253$21,313iApproximate average salary by contribution assumption: employee only about $532,831 at 4% or $355,221 at 6%; with 50% employer match about $355,221 at 4% or $236,814 at 6%; with 100% employer match about $266,416 at 4% or $177,610 at 6%.
202312$225,159$80,556$40,278iApproximate average salary by contribution assumption: employee only about $1,006,950 at 4% or $671,300 at 6%; with 50% employer match about $671,300 at 4% or $447,533 at 6%; with 100% employer match about $503,475 at 4% or $335,650 at 6%.
DEFENSE TAX PARTNERS 401(K) PLAN-2$225,159$80,556$40,278iApproximate average salary by contribution assumption: employee only about $1,006,950 at 4% or $671,300 at 6%; with 50% employer match about $671,300 at 4% or $447,533 at 6%; with 100% employer match about $503,475 at 4% or $335,650 at 6%.
202213$125,612$69,854$23,285iApproximate average salary by contribution assumption: employee only about $582,117 at 4% or $388,078 at 6%; with 50% employer match about $388,078 at 4% or $258,719 at 6%; with 100% employer match about $291,058 at 4% or $194,039 at 6%.
DEFENSE TAX PARTNERS 401(K) PLAN-3$125,612$69,854$23,285iApproximate average salary by contribution assumption: employee only about $582,117 at 4% or $388,078 at 6%; with 50% employer match about $388,078 at 4% or $258,719 at 6%; with 100% employer match about $291,058 at 4% or $194,039 at 6%.
202113$60,612$60,612$20,204iApproximate average salary by contribution assumption: employee only about $505,100 at 4% or $336,733 at 6%; with 50% employer match about $336,733 at 4% or $224,489 at 6%; with 100% employer match about $252,550 at 4% or $168,367 at 6%.
DEFENSE TAX PARTNERS 401(K) PLAN-3$60,612$60,612$20,204iApproximate average salary by contribution assumption: employee only about $505,100 at 4% or $336,733 at 6%; with 50% employer match about $336,733 at 4% or $224,489 at 6%; with 100% employer match about $252,550 at 4% or $168,367 at 6%.