Civic Intelligence

The Tax Group Inc.

Plan context: THE TAX GROUP, INC. SALARY DEFERRAL PLAN

EIN 94-2953788 • San Francisco, CA • 27 filings • 3 plans

5840 Geary Blvd.San Francisco, CA 94121
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$424,489

2019 Contributions

$25,300

Historical Graphs

Total Assets Over Time

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

$1,223,295$611,648$0199920142019YearValue
$424,489Latest year 2019

Participants Over Time

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

210199920092019YearValue
1Latest year 2019

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
201911$424,489$25,300$25,300iApproximate average salary by contribution assumption: employee only about $632,500 at 4% or $421,667 at 6%; with 50% employer match about $421,667 at 4% or $281,111 at 6%; with 100% employer match about $316,250 at 4% or $210,833 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$424,489$25,300$25,300iApproximate average salary by contribution assumption: employee only about $632,500 at 4% or $421,667 at 6%; with 50% employer match about $421,667 at 4% or $281,111 at 6%; with 100% employer match about $316,250 at 4% or $210,833 at 6%.
201811$422,922$31,500$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$422,922$31,500$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
201711$407,543$29,414$29,414iApproximate average salary by contribution assumption: employee only about $735,350 at 4% or $490,233 at 6%; with 50% employer match about $490,233 at 4% or $326,822 at 6%; with 100% employer match about $367,675 at 4% or $245,117 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$407,543$29,414$29,414iApproximate average salary by contribution assumption: employee only about $735,350 at 4% or $490,233 at 6%; with 50% employer match about $490,233 at 4% or $326,822 at 6%; with 100% employer match about $367,675 at 4% or $245,117 at 6%.
201611$395,920$30,350$30,350iApproximate average salary by contribution assumption: employee only about $758,750 at 4% or $505,833 at 6%; with 50% employer match about $505,833 at 4% or $337,222 at 6%; with 100% employer match about $379,375 at 4% or $252,917 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$395,920$30,350$30,350iApproximate average salary by contribution assumption: employee only about $758,750 at 4% or $505,833 at 6%; with 50% employer match about $505,833 at 4% or $337,222 at 6%; with 100% employer match about $379,375 at 4% or $252,917 at 6%.
201511$356,796$33,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$356,796$33,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
201411$355,412$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$355,412$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201211$351,650$32,450$32,450iApproximate average salary by contribution assumption: employee only about $811,250 at 4% or $540,833 at 6%; with 50% employer match about $540,833 at 4% or $360,556 at 6%; with 100% employer match about $405,625 at 4% or $270,417 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$351,650$32,450$32,450iApproximate average salary by contribution assumption: employee only about $811,250 at 4% or $540,833 at 6%; with 50% employer match about $540,833 at 4% or $360,556 at 6%; with 100% employer match about $405,625 at 4% or $270,417 at 6%.
201111$341,251$31,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$341,251$31,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
201011$325,313$34,750$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$325,313$34,750$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
200911$332,465$34,500$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1$332,465$34,500$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
200711$0$0-
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1---
200621$0$0-
The Tax Group Inc. Defined Benefit Pension Plan-0---
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1---
200522$0$0-
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1---
The Tax Group Inc. Defined Benefit Pension Plan-2---
200422$0$0-
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1---
The Tax Group Inc. Defined Benefit Pension Plan-2---
200332$0$0-
The Tax Group Inc. Defined Benefit Pension Plan-2---
THE TAX GROUP, INC. SALARY DEFERRAL PLAN-1---
THE TAX GROUP, INC. MONEY PURCHASE PENSION PLAN-0---
200221$0$0-
The Tax Group Inc. Defined Benefit Pension Plan-1---
THE TAX GROUP, INC. MONEY PURCHASE PENSION PLAN-1---
200121$0$0-
THE TAX GROUP, INC. MONEY PURCHASE PENSION PLAN-1---
The Tax Group Inc. Defined Benefit Pension Plan-1---
200021$0$0-
THE TAX GROUP, INC. MONEY PURCHASE PENSION PLAN-1---
The Tax Group Inc. Defined Benefit Pension Plan-1---
199911$1,223,295$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
The Tax Group Inc. Defined Benefit Pension Plan-1$1,223,295$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.