Tafapolsky & Smith LLP
Plan context: Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust
EIN 94-3359861 • San Francisco, CA • 58 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
81
2024 Assets
$14,551,693
2024 Contributions
$2,023,682
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 | 81 | $14,551,693 | $2,023,682 | $24,984iApproximate average salary by contribution assumption: employee only about $624,593 at 4% or $416,395 at 6%; with 50% employer match about $416,395 at 4% or $277,597 at 6%; with 100% employer match about $312,297 at 4% or $208,198 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 81 | $14,551,693 | $2,023,682 | $24,984iApproximate average salary by contribution assumption: employee only about $624,593 at 4% or $416,395 at 6%; with 50% employer match about $416,395 at 4% or $277,597 at 6%; with 100% employer match about $312,297 at 4% or $208,198 at 6%. |
| 2023 | 2 | 74 | $11,114,441 | $2,198,426 | $29,708iApproximate average salary by contribution assumption: employee only about $742,711 at 4% or $495,141 at 6%; with 50% employer match about $495,141 at 4% or $330,094 at 6%; with 100% employer match about $371,356 at 4% or $247,570 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 74 | $11,114,441 | $2,198,426 | $29,708iApproximate average salary by contribution assumption: employee only about $742,711 at 4% or $495,141 at 6%; with 50% employer match about $495,141 at 4% or $330,094 at 6%; with 100% employer match about $371,356 at 4% or $247,570 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2022 | 3 | 83 | $12,568,193 | $1,475,117 | $17,772iApproximate average salary by contribution assumption: employee only about $444,312 at 4% or $296,208 at 6%; with 50% employer match about $296,208 at 4% or $197,472 at 6%; with 100% employer match about $222,156 at 4% or $148,104 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 81 | $9,931,057 | $775,792 | $9,578iApproximate average salary by contribution assumption: employee only about $239,442 at 4% or $159,628 at 6%; with 50% employer match about $159,628 at 4% or $106,419 at 6%; with 100% employer match about $119,721 at 4% or $79,814 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 83 | $2,637,136 | $699,325 | $8,426iApproximate average salary by contribution assumption: employee only about $210,640 at 4% or $140,427 at 6%; with 50% employer match about $140,427 at 4% or $93,618 at 6%; with 100% employer match about $105,320 at 4% or $70,213 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2021 | 3 | 77 | $14,702,037 | $1,291,361 | $16,771iApproximate average salary by contribution assumption: employee only about $419,273 at 4% or $279,515 at 6%; with 50% employer match about $279,515 at 4% or $186,344 at 6%; with 100% employer match about $209,637 at 4% or $139,758 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 60 | $6,202,896 | $415,486 | $6,925iApproximate average salary by contribution assumption: employee only about $173,119 at 4% or $115,413 at 6%; with 50% employer match about $115,413 at 4% or $76,942 at 6%; with 100% employer match about $86,560 at 4% or $57,706 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 77 | $6,126,621 | $765,875 | $9,946iApproximate average salary by contribution assumption: employee only about $248,661 at 4% or $165,774 at 6%; with 50% employer match about $165,774 at 4% or $110,516 at 6%; with 100% employer match about $124,330 at 4% or $82,887 at 6%. |
| TAFAPOLSKY SMITH MEHLMAN LLP CASH BALANCE PLAN | - | 73 | $2,372,520 | $110,000 | $1,507iApproximate average salary by contribution assumption: employee only about $37,671 at 4% or $25,114 at 6%; with 50% employer match about $25,114 at 4% or $16,743 at 6%; with 100% employer match about $18,836 at 4% or $12,557 at 6%. |
| 2020 | 3 | 87 | $12,244,545 | $1,418,033 | $16,299iApproximate average salary by contribution assumption: employee only about $407,481 at 4% or $271,654 at 6%; with 50% employer match about $271,654 at 4% or $181,103 at 6%; with 100% employer match about $203,740 at 4% or $135,827 at 6%. |
| TAFAPOLSKY SMITH MEHLMAN LLP 401(K) PROFIT SHARING PLAN | - | 87 | $5,094,886 | $503,820 | $5,791iApproximate average salary by contribution assumption: employee only about $144,776 at 4% or $96,517 at 6%; with 50% employer match about $96,517 at 4% or $64,345 at 6%; with 100% employer match about $72,388 at 4% or $48,259 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 75 | $4,960,012 | $578,596 | $7,715iApproximate average salary by contribution assumption: employee only about $192,865 at 4% or $128,577 at 6%; with 50% employer match about $128,577 at 4% or $85,718 at 6%; with 100% employer match about $96,433 at 4% or $64,288 at 6%. |
| TAFAPOLSKY SMITH MEHLMAN LLP CASH BALANCE PLAN | - | 73 | $2,189,647 | $335,617 | $4,597iApproximate average salary by contribution assumption: employee only about $114,937 at 4% or $76,625 at 6%; with 50% employer match about $76,625 at 4% or $51,083 at 6%; with 100% employer match about $57,469 at 4% or $38,312 at 6%. |
| 2019 | 3 | 108 | $9,175,470 | $1,279,049 | $11,843iApproximate average salary by contribution assumption: employee only about $296,076 at 4% or $197,384 at 6%; with 50% employer match about $197,384 at 4% or $131,589 at 6%; with 100% employer match about $148,038 at 4% or $98,692 at 6%. |
| TAFAPOLSKY SMITH MEHLMAN LLP 401(K) PROFIT SHARING PLAN | - | 81 | $3,983,714 | $458,741 | $5,663iApproximate average salary by contribution assumption: employee only about $141,587 at 4% or $94,391 at 6%; with 50% employer match about $94,391 at 4% or $62,927 at 6%; with 100% employer match about $70,793 at 4% or $47,196 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 108 | $3,430,087 | $630,308 | $5,836iApproximate average salary by contribution assumption: employee only about $145,905 at 4% or $97,270 at 6%; with 50% employer match about $97,270 at 4% or $64,847 at 6%; with 100% employer match about $72,952 at 4% or $48,635 at 6%. |
| TAFAPOLSKY SMITH MEHLMAN LLP CASH BALANCE PLAN | - | 58 | $1,761,669 | $190,000 | $3,276iApproximate average salary by contribution assumption: employee only about $81,897 at 4% or $54,598 at 6%; with 50% employer match about $54,598 at 4% or $36,398 at 6%; with 100% employer match about $40,948 at 4% or $27,299 at 6%. |
| 2018 | 3 | 90 | $6,986,948 | $1,078,196 | $11,980iApproximate average salary by contribution assumption: employee only about $299,499 at 4% or $199,666 at 6%; with 50% employer match about $199,666 at 4% or $133,111 at 6%; with 100% employer match about $149,749 at 4% or $99,833 at 6%. |
| TAFAPOLSKY SMITH MEHLMAN LLP 401(K) PROFIT SHARING PLAN | - | 54 | $3,115,936 | $440,390 | $8,155iApproximate average salary by contribution assumption: employee only about $203,884 at 4% or $135,923 at 6%; with 50% employer match about $135,923 at 4% or $90,615 at 6%; with 100% employer match about $101,942 at 4% or $67,961 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 90 | $2,433,858 | $453,134 | $5,035iApproximate average salary by contribution assumption: employee only about $125,871 at 4% or $83,914 at 6%; with 50% employer match about $83,914 at 4% or $55,942 at 6%; with 100% employer match about $62,935 at 4% or $41,957 at 6%. |
| TAFAPOLSKY SMITH MEHLMAN LLP CASH BALANCE PLAN | - | 31 | $1,437,154 | $184,672 | $5,957iApproximate average salary by contribution assumption: employee only about $148,929 at 4% or $99,286 at 6%; with 50% employer match about $99,286 at 4% or $66,191 at 6%; with 100% employer match about $74,465 at 4% or $49,643 at 6%. |
| 2017 | 3 | 65 | $6,143,858 | $707,152 | $10,879iApproximate average salary by contribution assumption: employee only about $271,982 at 4% or $181,321 at 6%; with 50% employer match about $181,321 at 4% or $120,881 at 6%; with 100% employer match about $135,991 at 4% or $90,661 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 57 | $2,735,296 | $265,398 | $4,656iApproximate average salary by contribution assumption: employee only about $116,403 at 4% or $77,602 at 6%; with 50% employer match about $77,602 at 4% or $51,735 at 6%; with 100% employer match about $58,201 at 4% or $38,801 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 65 | $2,127,359 | $331,822 | $5,105iApproximate average salary by contribution assumption: employee only about $127,624 at 4% or $85,083 at 6%; with 50% employer match about $85,083 at 4% or $56,722 at 6%; with 100% employer match about $63,812 at 4% or $42,541 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 23 | $1,281,203 | $109,932 | $4,780iApproximate average salary by contribution assumption: employee only about $119,491 at 4% or $79,661 at 6%; with 50% employer match about $79,661 at 4% or $53,107 at 6%; with 100% employer match about $59,746 at 4% or $39,830 at 6%. |
| 2016 | 3 | 56 | $5,205,271 | $572,143 | $10,217iApproximate average salary by contribution assumption: employee only about $255,421 at 4% or $170,281 at 6%; with 50% employer match about $170,281 at 4% or $113,520 at 6%; with 100% employer match about $127,710 at 4% or $85,140 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 51 | $2,306,770 | $213,295 | $4,182iApproximate average salary by contribution assumption: employee only about $104,556 at 4% or $69,704 at 6%; with 50% employer match about $69,704 at 4% or $46,469 at 6%; with 100% employer match about $52,278 at 4% or $34,852 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 56 | $1,794,919 | $222,089 | $3,966iApproximate average salary by contribution assumption: employee only about $99,147 at 4% or $66,098 at 6%; with 50% employer match about $66,098 at 4% or $44,065 at 6%; with 100% employer match about $49,573 at 4% or $33,049 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 23 | $1,103,582 | $136,759 | $5,946iApproximate average salary by contribution assumption: employee only about $148,651 at 4% or $99,101 at 6%; with 50% employer match about $99,101 at 4% or $66,067 at 6%; with 100% employer match about $74,326 at 4% or $49,550 at 6%. |
| 2015 | 3 | 50 | $4,610,760 | $513,074 | $10,261iApproximate average salary by contribution assumption: employee only about $256,537 at 4% or $171,025 at 6%; with 50% employer match about $171,025 at 4% or $114,016 at 6%; with 100% employer match about $128,268 at 4% or $85,512 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 43 | $2,032,424 | $233,407 | $5,428iApproximate average salary by contribution assumption: employee only about $135,702 at 4% or $90,468 at 6%; with 50% employer match about $90,468 at 4% or $60,312 at 6%; with 100% employer match about $67,851 at 4% or $45,234 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 50 | $1,610,734 | $199,452 | $3,989iApproximate average salary by contribution assumption: employee only about $99,726 at 4% or $66,484 at 6%; with 50% employer match about $66,484 at 4% or $44,323 at 6%; with 100% employer match about $49,863 at 4% or $33,242 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 23 | $967,602 | $80,215 | $3,488iApproximate average salary by contribution assumption: employee only about $87,190 at 4% or $58,127 at 6%; with 50% employer match about $58,127 at 4% or $38,751 at 6%; with 100% employer match about $43,595 at 4% or $29,063 at 6%. |
| 2014 | 2 | 39 | $2,722,654 | $317,163 | $8,132iApproximate average salary by contribution assumption: employee only about $203,310 at 4% or $135,540 at 6%; with 50% employer match about $135,540 at 4% or $90,360 at 6%; with 100% employer match about $101,655 at 4% or $67,770 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 39 | $1,823,793 | $231,763 | $5,943iApproximate average salary by contribution assumption: employee only about $148,566 at 4% or $99,044 at 6%; with 50% employer match about $99,044 at 4% or $66,029 at 6%; with 100% employer match about $74,283 at 4% or $49,522 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 22 | $898,861 | $85,400 | $3,882iApproximate average salary by contribution assumption: employee only about $97,045 at 4% or $64,697 at 6%; with 50% employer match about $64,697 at 4% or $43,131 at 6%; with 100% employer match about $48,523 at 4% or $32,348 at 6%. |
| 2013 | 2 | 39 | $2,301,447 | $298,846 | $7,663iApproximate average salary by contribution assumption: employee only about $191,568 at 4% or $127,712 at 6%; with 50% employer match about $127,712 at 4% or $85,141 at 6%; with 100% employer match about $95,784 at 4% or $63,856 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 39 | $1,508,442 | $206,821 | $5,303iApproximate average salary by contribution assumption: employee only about $132,578 at 4% or $88,385 at 6%; with 50% employer match about $88,385 at 4% or $58,923 at 6%; with 100% employer match about $66,289 at 4% or $44,193 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 27 | $793,005 | $92,025 | $3,408iApproximate average salary by contribution assumption: employee only about $85,208 at 4% or $56,806 at 6%; with 50% employer match about $56,806 at 4% or $37,870 at 6%; with 100% employer match about $42,604 at 4% or $28,403 at 6%. |
| 2012 | 2 | 23 | $1,984,227 | $267,462 | $11,629iApproximate average salary by contribution assumption: employee only about $290,720 at 4% or $193,813 at 6%; with 50% employer match about $193,813 at 4% or $129,209 at 6%; with 100% employer match about $145,360 at 4% or $96,907 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 20 | $1,285,849 | $172,462 | $8,623iApproximate average salary by contribution assumption: employee only about $215,578 at 4% or $143,718 at 6%; with 50% employer match about $143,718 at 4% or $95,812 at 6%; with 100% employer match about $107,789 at 4% or $71,859 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 23 | $698,378 | $95,000 | $4,130iApproximate average salary by contribution assumption: employee only about $103,261 at 4% or $68,841 at 6%; with 50% employer match about $68,841 at 4% or $45,894 at 6%; with 100% employer match about $51,630 at 4% or $34,420 at 6%. |
| 2011 | 2 | 22 | $1,705,722 | $199,003 | $9,046iApproximate average salary by contribution assumption: employee only about $226,140 at 4% or $150,760 at 6%; with 50% employer match about $150,760 at 4% or $100,507 at 6%; with 100% employer match about $113,070 at 4% or $75,380 at 6%. |
| TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN | - | 21 | $1,107,895 | $128,003 | $6,095iApproximate average salary by contribution assumption: employee only about $152,385 at 4% or $101,590 at 6%; with 50% employer match about $101,590 at 4% or $67,726 at 6%; with 100% employer match about $76,192 at 4% or $50,795 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 22 | $597,827 | $71,000 | $3,227iApproximate average salary by contribution assumption: employee only about $80,682 at 4% or $53,788 at 6%; with 50% employer match about $53,788 at 4% or $35,859 at 6%; with 100% employer match about $40,341 at 4% or $26,894 at 6%. |
| 2010 | 2 | 27 | $1,539,338 | $272,606 | $10,097iApproximate average salary by contribution assumption: employee only about $252,413 at 4% or $168,275 at 6%; with 50% employer match about $168,275 at 4% or $112,184 at 6%; with 100% employer match about $126,206 at 4% or $84,138 at 6%. |
| TAFAPOLSKY & SMITH LLP 401K PROFIT SHARING PLAN | - | 23 | $1,011,255 | $152,606 | $6,635iApproximate average salary by contribution assumption: employee only about $165,876 at 4% or $110,584 at 6%; with 50% employer match about $110,584 at 4% or $73,723 at 6%; with 100% employer match about $82,938 at 4% or $55,292 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 27 | $528,083 | $120,000 | $4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%. |
| 2009 | 3 | 29 | $1,884,922 | $317,417 | $10,945iApproximate average salary by contribution assumption: employee only about $273,635 at 4% or $182,424 at 6%; with 50% employer match about $182,424 at 4% or $121,616 at 6%; with 100% employer match about $136,818 at 4% or $91,212 at 6%. |
| TAFAPOLSKY & SMITH LLP 401K PROFIT SHARING PLAN | - | 20 | $888,600 | $137,559 | $6,878iApproximate average salary by contribution assumption: employee only about $171,949 at 4% or $114,633 at 6%; with 50% employer match about $114,633 at 4% or $76,422 at 6%; with 100% employer match about $85,974 at 4% or $57,316 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 21 | $587,404 | $104,858 | $4,993iApproximate average salary by contribution assumption: employee only about $124,831 at 4% or $83,221 at 6%; with 50% employer match about $83,221 at 4% or $55,480 at 6%; with 100% employer match about $62,415 at 4% or $41,610 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 29 | $408,918 | $75,000 | $2,586iApproximate average salary by contribution assumption: employee only about $64,655 at 4% or $43,103 at 6%; with 50% employer match about $43,103 at 4% or $28,736 at 6%; with 100% employer match about $32,328 at 4% or $21,552 at 6%. |
| 2008 | 3 | 23 | $367,463 | $90,137 | $3,919iApproximate average salary by contribution assumption: employee only about $97,975 at 4% or $65,317 at 6%; with 50% employer match about $65,317 at 4% or $43,544 at 6%; with 100% employer match about $48,988 at 4% or $32,658 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 19 | $367,463 | $90,137 | $4,744iApproximate average salary by contribution assumption: employee only about $118,601 at 4% or $79,068 at 6%; with 50% employer match about $79,068 at 4% or $52,712 at 6%; with 100% employer match about $59,301 at 4% or $39,534 at 6%. |
| TAFAPOLSKY & SMITH LLP 401K PROFIT SHARING PLAN | - | 23 | - | - | - |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 15 | - | - | - |
| 2007 | 3 | 23 | $677,120 | $88,905 | $3,865iApproximate average salary by contribution assumption: employee only about $96,636 at 4% or $64,424 at 6%; with 50% employer match about $64,424 at 4% or $42,949 at 6%; with 100% employer match about $48,318 at 4% or $32,212 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 19 | $677,120 | $88,905 | $4,679iApproximate average salary by contribution assumption: employee only about $116,980 at 4% or $77,987 at 6%; with 50% employer match about $77,987 at 4% or $51,991 at 6%; with 100% employer match about $58,490 at 4% or $38,993 at 6%. |
| TAFAPOLSKY & SMITH LLP 401K PROFIT SHARING PLAN | - | 23 | - | - | - |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 10 | - | - | - |
| 2006 | 2 | 14 | $660,043 | $243,181 | $17,370iApproximate average salary by contribution assumption: employee only about $434,252 at 4% or $289,501 at 6%; with 50% employer match about $289,501 at 4% or $193,001 at 6%; with 100% employer match about $217,126 at 4% or $144,751 at 6%. |
| TAFAPOLSKY & SMITH LLP 401K PROFIT SHARING PLAN | - | 14 | $457,256 | $174,915 | $12,494iApproximate average salary by contribution assumption: employee only about $312,348 at 4% or $208,232 at 6%; with 50% employer match about $208,232 at 4% or $138,821 at 6%; with 100% employer match about $156,174 at 4% or $104,116 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 14 | $202,787 | $68,266 | $4,876iApproximate average salary by contribution assumption: employee only about $121,904 at 4% or $81,269 at 6%; with 50% employer match about $81,269 at 4% or $54,179 at 6%; with 100% employer match about $60,952 at 4% or $40,635 at 6%. |
| 2005 | 3 | 17 | $978,014 | $298,907 | $17,583iApproximate average salary by contribution assumption: employee only about $439,569 at 4% or $293,046 at 6%; with 50% employer match about $293,046 at 4% or $195,364 at 6%; with 100% employer match about $219,785 at 4% or $146,523 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 17 | $572,053 | $85,004 | $5,000iApproximate average salary by contribution assumption: employee only about $125,006 at 4% or $83,337 at 6%; with 50% employer match about $83,337 at 4% or $55,558 at 6%; with 100% employer match about $62,503 at 4% or $41,669 at 6%. |
| TAFAPOLSKY & SMITH LLP 401K PROFIT SHARING PLAN | - | 12 | $275,201 | $148,740 | $12,395iApproximate average salary by contribution assumption: employee only about $309,875 at 4% or $206,583 at 6%; with 50% employer match about $206,583 at 4% or $137,722 at 6%; with 100% employer match about $154,938 at 4% or $103,292 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 12 | $130,760 | $65,163 | $5,430iApproximate average salary by contribution assumption: employee only about $135,756 at 4% or $90,504 at 6%; with 50% employer match about $90,504 at 4% or $60,336 at 6%; with 100% employer match about $67,878 at 4% or $45,252 at 6%. |
| 2004 | 3 | 14 | $656,362 | $294,631 | $21,045iApproximate average salary by contribution assumption: employee only about $526,127 at 4% or $350,751 at 6%; with 50% employer match about $350,751 at 4% or $233,834 at 6%; with 100% employer match about $263,063 at 4% or $175,376 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 12 | $465,750 | $104,019 | $8,668iApproximate average salary by contribution assumption: employee only about $216,706 at 4% or $144,471 at 6%; with 50% employer match about $144,471 at 4% or $96,314 at 6%; with 100% employer match about $108,353 at 4% or $72,235 at 6%. |
| TAFAPOLSKY & SMITH LLP 401K PROFIT SHARING PLAN | - | 14 | $125,612 | $125,612 | $8,972iApproximate average salary by contribution assumption: employee only about $224,307 at 4% or $149,538 at 6%; with 50% employer match about $149,538 at 4% or $99,692 at 6%; with 100% employer match about $112,154 at 4% or $74,769 at 6%. |
| TAFAPOLSKY & SMITH LLP CASH BALANCE PLAN | - | 12 | $65,000 | $65,000 | $5,417iApproximate average salary by contribution assumption: employee only about $135,417 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,185 at 6%; with 100% employer match about $67,708 at 4% or $45,139 at 6%. |
| 2003 | 1 | 14 | $336,621 | $84,116 | $6,008iApproximate average salary by contribution assumption: employee only about $150,207 at 4% or $100,138 at 6%; with 50% employer match about $100,138 at 4% or $66,759 at 6%; with 100% employer match about $75,104 at 4% or $50,069 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 14 | $336,621 | $84,116 | $6,008iApproximate average salary by contribution assumption: employee only about $150,207 at 4% or $100,138 at 6%; with 50% employer match about $100,138 at 4% or $66,759 at 6%; with 100% employer match about $75,104 at 4% or $50,069 at 6%. |
| 2002 | 1 | 16 | $212,535 | $149,975 | $9,373iApproximate average salary by contribution assumption: employee only about $234,336 at 4% or $156,224 at 6%; with 50% employer match about $156,224 at 4% or $104,149 at 6%; with 100% employer match about $117,168 at 4% or $78,112 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 16 | $212,535 | $149,975 | $9,373iApproximate average salary by contribution assumption: employee only about $234,336 at 4% or $156,224 at 6%; with 50% employer match about $156,224 at 4% or $104,149 at 6%; with 100% employer match about $117,168 at 4% or $78,112 at 6%. |
| 2001 | 1 | 16 | $89,266 | $72,409 | $4,526iApproximate average salary by contribution assumption: employee only about $113,139 at 4% or $75,426 at 6%; with 50% employer match about $75,426 at 4% or $50,284 at 6%; with 100% employer match about $56,570 at 4% or $37,713 at 6%. |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 16 | $89,266 | $72,409 | $4,526iApproximate average salary by contribution assumption: employee only about $113,139 at 4% or $75,426 at 6%; with 50% employer match about $75,426 at 4% or $50,284 at 6%; with 100% employer match about $56,570 at 4% or $37,713 at 6%. |
| 2000 | 1 | 9 | $0 | $0 | - |
| Tafapolsky Smith LLP 401 K Profit Sharing Plan Trust | - | 9 | - | - | - |