Taylor, Wellons, Politz & Duhe LLC
Plan context: Taylor, Wellons, Politz & Duhe LLC 401(K) Profit Sharing Plan
EIN 87-3829912 • New Orleans, LA • 5 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
129
2024 Assets
$24,831,475
2024 Contributions
$1,687,068
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 | 129 | $24,831,475 | $1,687,068 | $13,078iApproximate average salary by contribution assumption: employee only about $326,951 at 4% or $217,967 at 6%; with 50% employer match about $217,967 at 4% or $145,312 at 6%; with 100% employer match about $163,476 at 4% or $108,984 at 6%. |
| Taylor, Wellons, Politz & Duhe LLC 401(K) Profit Sharing Plan | - | 129 | $24,831,475 | $1,687,068 | $13,078iApproximate average salary by contribution assumption: employee only about $326,951 at 4% or $217,967 at 6%; with 50% employer match about $217,967 at 4% or $145,312 at 6%; with 100% employer match about $163,476 at 4% or $108,984 at 6%. |
| 2023 | 2 | 143 | $21,330,064 | $1,847,755 | $12,921iApproximate average salary by contribution assumption: employee only about $323,034 at 4% or $215,356 at 6%; with 50% employer match about $215,356 at 4% or $143,571 at 6%; with 100% employer match about $161,517 at 4% or $107,678 at 6%. |
| Taylor, Wellons, Politz & Duhe LLC 401(K) Profit Sharing Plan | - | 143 | $21,330,064 | $1,847,755 | $12,921iApproximate average salary by contribution assumption: employee only about $323,034 at 4% or $215,356 at 6%; with 50% employer match about $215,356 at 4% or $143,571 at 6%; with 100% employer match about $161,517 at 4% or $107,678 at 6%. |
| Taylor, Wellons, Politz & Duhe LLC Employee Benefits Plan | - | 121 | - | - | - |
| 2022 | 2 | 112 | $16,777,737 | $1,223,091 | $10,920iApproximate average salary by contribution assumption: employee only about $273,011 at 4% or $182,008 at 6%; with 50% employer match about $182,008 at 4% or $121,338 at 6%; with 100% employer match about $136,506 at 4% or $91,004 at 6%. |
| Taylor, Wellons, Politz & Duhe LLC 401(K) Profit Sharing Plan | - | 112 | $16,777,737 | $1,223,091 | $10,920iApproximate average salary by contribution assumption: employee only about $273,011 at 4% or $182,008 at 6%; with 50% employer match about $182,008 at 4% or $121,338 at 6%; with 100% employer match about $136,506 at 4% or $91,004 at 6%. |
| Taylor, Wellons, Politz & Duhe LLC Employee Benefits Plan | - | 94 | - | - | - |