Taylor & Associates PLLC
Plan context: Taylor & Associates PLLC 401K Profit Sharing Plan
EIN 86-0810463 • Phoenix, AZ • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$179,393
2024 Contributions
$4,872
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 18 | $179,393 | $4,872 | $271iApproximate average salary by contribution assumption: employee only about $6,767 at 4% or $4,511 at 6%; with 50% employer match about $4,511 at 4% or $3,007 at 6%; with 100% employer match about $3,383 at 4% or $2,256 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 18 | $179,393 | $4,872 | $271iApproximate average salary by contribution assumption: employee only about $6,767 at 4% or $4,511 at 6%; with 50% employer match about $4,511 at 4% or $3,007 at 6%; with 100% employer match about $3,383 at 4% or $2,256 at 6%. |
| 2023 | 1 | 20 | $277,276 | $9,688 | $484iApproximate average salary by contribution assumption: employee only about $12,110 at 4% or $8,073 at 6%; with 50% employer match about $8,073 at 4% or $5,382 at 6%; with 100% employer match about $6,055 at 4% or $4,037 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 20 | $277,276 | $9,688 | $484iApproximate average salary by contribution assumption: employee only about $12,110 at 4% or $8,073 at 6%; with 50% employer match about $8,073 at 4% or $5,382 at 6%; with 100% employer match about $6,055 at 4% or $4,037 at 6%. |
| 2022 | 1 | 22 | $262,406 | $13,905 | $632iApproximate average salary by contribution assumption: employee only about $15,801 at 4% or $10,534 at 6%; with 50% employer match about $10,534 at 4% or $7,023 at 6%; with 100% employer match about $7,901 at 4% or $5,267 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 22 | $262,406 | $13,905 | $632iApproximate average salary by contribution assumption: employee only about $15,801 at 4% or $10,534 at 6%; with 50% employer match about $10,534 at 4% or $7,023 at 6%; with 100% employer match about $7,901 at 4% or $5,267 at 6%. |
| 2021 | 1 | 24 | $333,653 | $14,852 | $619iApproximate average salary by contribution assumption: employee only about $15,471 at 4% or $10,314 at 6%; with 50% employer match about $10,314 at 4% or $6,876 at 6%; with 100% employer match about $7,735 at 4% or $5,157 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 24 | $333,653 | $14,852 | $619iApproximate average salary by contribution assumption: employee only about $15,471 at 4% or $10,314 at 6%; with 50% employer match about $10,314 at 4% or $6,876 at 6%; with 100% employer match about $7,735 at 4% or $5,157 at 6%. |
| 2020 | 1 | 25 | $359,633 | $14,296 | $572iApproximate average salary by contribution assumption: employee only about $14,296 at 4% or $9,531 at 6%; with 50% employer match about $9,531 at 4% or $6,354 at 6%; with 100% employer match about $7,148 at 4% or $4,765 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 25 | $359,633 | $14,296 | $572iApproximate average salary by contribution assumption: employee only about $14,296 at 4% or $9,531 at 6%; with 50% employer match about $9,531 at 4% or $6,354 at 6%; with 100% employer match about $7,148 at 4% or $4,765 at 6%. |
| 2019 | 1 | 26 | $337,995 | $28,702 | $1,104iApproximate average salary by contribution assumption: employee only about $27,598 at 4% or $18,399 at 6%; with 50% employer match about $18,399 at 4% or $12,266 at 6%; with 100% employer match about $13,799 at 4% or $9,199 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 26 | $337,995 | $28,702 | $1,104iApproximate average salary by contribution assumption: employee only about $27,598 at 4% or $18,399 at 6%; with 50% employer match about $18,399 at 4% or $12,266 at 6%; with 100% employer match about $13,799 at 4% or $9,199 at 6%. |
| 2018 | 1 | 30 | $486,885 | $60,328 | $2,011iApproximate average salary by contribution assumption: employee only about $50,273 at 4% or $33,516 at 6%; with 50% employer match about $33,516 at 4% or $22,344 at 6%; with 100% employer match about $25,137 at 4% or $16,758 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 30 | $486,885 | $60,328 | $2,011iApproximate average salary by contribution assumption: employee only about $50,273 at 4% or $33,516 at 6%; with 50% employer match about $33,516 at 4% or $22,344 at 6%; with 100% employer match about $25,137 at 4% or $16,758 at 6%. |
| 2017 | 1 | 28 | $1,197,224 | $60,494 | $2,161iApproximate average salary by contribution assumption: employee only about $54,013 at 4% or $36,008 at 6%; with 50% employer match about $36,008 at 4% or $24,006 at 6%; with 100% employer match about $27,006 at 4% or $18,004 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 28 | $1,197,224 | $60,494 | $2,161iApproximate average salary by contribution assumption: employee only about $54,013 at 4% or $36,008 at 6%; with 50% employer match about $36,008 at 4% or $24,006 at 6%; with 100% employer match about $27,006 at 4% or $18,004 at 6%. |
| 2016 | 1 | 29 | $1,367,515 | $21,099 | $728iApproximate average salary by contribution assumption: employee only about $18,189 at 4% or $12,126 at 6%; with 50% employer match about $12,126 at 4% or $8,084 at 6%; with 100% employer match about $9,094 at 4% or $6,063 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 29 | $1,367,515 | $21,099 | $728iApproximate average salary by contribution assumption: employee only about $18,189 at 4% or $12,126 at 6%; with 50% employer match about $12,126 at 4% or $8,084 at 6%; with 100% employer match about $9,094 at 4% or $6,063 at 6%. |
| 2015 | 1 | 30 | $1,421,616 | $61,015 | $2,034iApproximate average salary by contribution assumption: employee only about $50,846 at 4% or $33,897 at 6%; with 50% employer match about $33,897 at 4% or $22,598 at 6%; with 100% employer match about $25,423 at 4% or $16,949 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 30 | $1,421,616 | $61,015 | $2,034iApproximate average salary by contribution assumption: employee only about $50,846 at 4% or $33,897 at 6%; with 50% employer match about $33,897 at 4% or $22,598 at 6%; with 100% employer match about $25,423 at 4% or $16,949 at 6%. |
| 2014 | 2 | 31 | $2,845,116 | $142,674 | $4,602iApproximate average salary by contribution assumption: employee only about $115,060 at 4% or $76,706 at 6%; with 50% employer match about $76,706 at 4% or $51,138 at 6%; with 100% employer match about $57,530 at 4% or $38,353 at 6%. |
| TAYLOR AND ASSOCIATES PLLC 401K PLAN | - | 31 | $1,422,558 | $71,337 | $2,301iApproximate average salary by contribution assumption: employee only about $57,530 at 4% or $38,353 at 6%; with 50% employer match about $38,353 at 4% or $25,569 at 6%; with 100% employer match about $28,765 at 4% or $19,177 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 31 | $1,422,558 | $71,337 | $2,301iApproximate average salary by contribution assumption: employee only about $57,530 at 4% or $38,353 at 6%; with 50% employer match about $38,353 at 4% or $25,569 at 6%; with 100% employer match about $28,765 at 4% or $19,177 at 6%. |
| 2013 | 2 | 31 | $2,698,512 | $182,724 | $5,894iApproximate average salary by contribution assumption: employee only about $147,358 at 4% or $98,239 at 6%; with 50% employer match about $98,239 at 4% or $65,492 at 6%; with 100% employer match about $73,679 at 4% or $49,119 at 6%. |
| TAYLOR AND ASSOCIATES PLLC 401K PLAN | - | 31 | $1,349,256 | $91,362 | $2,947iApproximate average salary by contribution assumption: employee only about $73,679 at 4% or $49,119 at 6%; with 50% employer match about $49,119 at 4% or $32,746 at 6%; with 100% employer match about $36,840 at 4% or $24,560 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 31 | $1,349,256 | $91,362 | $2,947iApproximate average salary by contribution assumption: employee only about $73,679 at 4% or $49,119 at 6%; with 50% employer match about $49,119 at 4% or $32,746 at 6%; with 100% employer match about $36,840 at 4% or $24,560 at 6%. |
| 2012 | 1 | 32 | $1,203,940 | $86,139 | $2,692iApproximate average salary by contribution assumption: employee only about $67,296 at 4% or $44,864 at 6%; with 50% employer match about $44,864 at 4% or $29,909 at 6%; with 100% employer match about $33,648 at 4% or $22,432 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 32 | $1,203,940 | $86,139 | $2,692iApproximate average salary by contribution assumption: employee only about $67,296 at 4% or $44,864 at 6%; with 50% employer match about $44,864 at 4% or $29,909 at 6%; with 100% employer match about $33,648 at 4% or $22,432 at 6%. |
| 2011 | 1 | 34 | $1,080,308 | $85,341 | $2,510iApproximate average salary by contribution assumption: employee only about $62,751 at 4% or $41,834 at 6%; with 50% employer match about $41,834 at 4% or $27,889 at 6%; with 100% employer match about $31,375 at 4% or $20,917 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 34 | $1,080,308 | $85,341 | $2,510iApproximate average salary by contribution assumption: employee only about $62,751 at 4% or $41,834 at 6%; with 50% employer match about $41,834 at 4% or $27,889 at 6%; with 100% employer match about $31,375 at 4% or $20,917 at 6%. |
| 2010 | 1 | 33 | $1,023,891 | $80,687 | $2,445iApproximate average salary by contribution assumption: employee only about $61,127 at 4% or $40,751 at 6%; with 50% employer match about $40,751 at 4% or $27,167 at 6%; with 100% employer match about $30,563 at 4% or $20,376 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 33 | $1,023,891 | $80,687 | $2,445iApproximate average salary by contribution assumption: employee only about $61,127 at 4% or $40,751 at 6%; with 50% employer match about $40,751 at 4% or $27,167 at 6%; with 100% employer match about $30,563 at 4% or $20,376 at 6%. |
| 2009 | 1 | 29 | $861,317 | $97,585 | $3,365iApproximate average salary by contribution assumption: employee only about $84,125 at 4% or $56,083 at 6%; with 50% employer match about $56,083 at 4% or $37,389 at 6%; with 100% employer match about $42,063 at 4% or $28,042 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 29 | $861,317 | $97,585 | $3,365iApproximate average salary by contribution assumption: employee only about $84,125 at 4% or $56,083 at 6%; with 50% employer match about $56,083 at 4% or $37,389 at 6%; with 100% employer match about $42,063 at 4% or $28,042 at 6%. |
| 2008 | 1 | 30 | $0 | $0 | - |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 30 | - | - | - |
| 2007 | 1 | 42 | $911,250 | $103,368 | $2,461iApproximate average salary by contribution assumption: employee only about $61,529 at 4% or $41,019 at 6%; with 50% employer match about $41,019 at 4% or $27,346 at 6%; with 100% employer match about $30,764 at 4% or $20,510 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 42 | $911,250 | $103,368 | $2,461iApproximate average salary by contribution assumption: employee only about $61,529 at 4% or $41,019 at 6%; with 50% employer match about $41,019 at 4% or $27,346 at 6%; with 100% employer match about $30,764 at 4% or $20,510 at 6%. |
| 2006 | 1 | 34 | $770,930 | $114,187 | $3,358iApproximate average salary by contribution assumption: employee only about $83,961 at 4% or $55,974 at 6%; with 50% employer match about $55,974 at 4% or $37,316 at 6%; with 100% employer match about $41,981 at 4% or $27,987 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 34 | $770,930 | $114,187 | $3,358iApproximate average salary by contribution assumption: employee only about $83,961 at 4% or $55,974 at 6%; with 50% employer match about $55,974 at 4% or $37,316 at 6%; with 100% employer match about $41,981 at 4% or $27,987 at 6%. |
| 2005 | 1 | 40 | $622,336 | $103,146 | $2,579iApproximate average salary by contribution assumption: employee only about $64,466 at 4% or $42,978 at 6%; with 50% employer match about $42,978 at 4% or $28,652 at 6%; with 100% employer match about $32,233 at 4% or $21,489 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 40 | $622,336 | $103,146 | $2,579iApproximate average salary by contribution assumption: employee only about $64,466 at 4% or $42,978 at 6%; with 50% employer match about $42,978 at 4% or $28,652 at 6%; with 100% employer match about $32,233 at 4% or $21,489 at 6%. |
| 2004 | 1 | 32 | $491,931 | $87,952 | $2,749iApproximate average salary by contribution assumption: employee only about $68,713 at 4% or $45,808 at 6%; with 50% employer match about $45,808 at 4% or $30,539 at 6%; with 100% employer match about $34,356 at 4% or $22,904 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 32 | $491,931 | $87,952 | $2,749iApproximate average salary by contribution assumption: employee only about $68,713 at 4% or $45,808 at 6%; with 50% employer match about $45,808 at 4% or $30,539 at 6%; with 100% employer match about $34,356 at 4% or $22,904 at 6%. |
| 2003 | 1 | 38 | $389,030 | $55,880 | $1,471iApproximate average salary by contribution assumption: employee only about $36,763 at 4% or $24,509 at 6%; with 50% employer match about $24,509 at 4% or $16,339 at 6%; with 100% employer match about $18,382 at 4% or $12,254 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 38 | $389,030 | $55,880 | $1,471iApproximate average salary by contribution assumption: employee only about $36,763 at 4% or $24,509 at 6%; with 50% employer match about $24,509 at 4% or $16,339 at 6%; with 100% employer match about $18,382 at 4% or $12,254 at 6%. |
| 2002 | 1 | 37 | $267,976 | $70,867 | $1,915iApproximate average salary by contribution assumption: employee only about $47,883 at 4% or $31,922 at 6%; with 50% employer match about $31,922 at 4% or $21,281 at 6%; with 100% employer match about $23,942 at 4% or $15,961 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 37 | $267,976 | $70,867 | $1,915iApproximate average salary by contribution assumption: employee only about $47,883 at 4% or $31,922 at 6%; with 50% employer match about $31,922 at 4% or $21,281 at 6%; with 100% employer match about $23,942 at 4% or $15,961 at 6%. |
| 2001 | 1 | 30 | $0 | $0 | - |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 30 | - | - | - |
| 2000 | 1 | 36 | $221,604 | $97,345 | $2,704iApproximate average salary by contribution assumption: employee only about $67,601 at 4% or $45,067 at 6%; with 50% employer match about $45,067 at 4% or $30,045 at 6%; with 100% employer match about $33,800 at 4% or $22,534 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 36 | $221,604 | $97,345 | $2,704iApproximate average salary by contribution assumption: employee only about $67,601 at 4% or $45,067 at 6%; with 50% employer match about $45,067 at 4% or $30,045 at 6%; with 100% employer match about $33,800 at 4% or $22,534 at 6%. |
| 1999 | 1 | 31 | $151,512 | $98,138 | $3,166iApproximate average salary by contribution assumption: employee only about $79,144 at 4% or $52,762 at 6%; with 50% employer match about $52,762 at 4% or $35,175 at 6%; with 100% employer match about $39,572 at 4% or $26,381 at 6%. |
| Taylor & Associates PLLC 401K Profit Sharing Plan | - | 31 | $151,512 | $98,138 | $3,166iApproximate average salary by contribution assumption: employee only about $79,144 at 4% or $52,762 at 6%; with 50% employer match about $52,762 at 4% or $35,175 at 6%; with 100% employer match about $39,572 at 4% or $26,381 at 6%. |