Civic Intelligence

Donald W. Tapert Insurance

Plan context: DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

EIN 95-3301297 • Sierra Madre, CA • 25 filings • 3 plans

14 N. Baldwin AvenueSierra Madre, CA 91024
Current Snapshot

Latest Year

2016

2016 Participants

23

2016 Assets

$2,167,027

2016 Contributions

$187,882

Historical Graphs

Total Assets Over Time

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

$2,167,027$1,083,514$0200220102016YearValue
$2,167,027Latest year 2016

Participants Over Time

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

23120200120092016YearValue
23Latest year 2016

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
2016223$2,167,027$187,882$8,169iApproximate average salary by contribution assumption: employee only about $204,220 at 4% or $136,146 at 6%; with 50% employer match about $136,146 at 4% or $90,764 at 6%; with 100% employer match about $102,110 at 4% or $68,073 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN-23$2,160,441$181,296$7,882iApproximate average salary by contribution assumption: employee only about $197,061 at 4% or $131,374 at 6%; with 50% employer match about $131,374 at 4% or $87,583 at 6%; with 100% employer match about $98,530 at 4% or $65,687 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-7$6,586$6,586$941iApproximate average salary by contribution assumption: employee only about $23,521 at 4% or $15,681 at 6%; with 50% employer match about $15,681 at 4% or $10,454 at 6%; with 100% employer match about $11,761 at 4% or $7,840 at 6%.
2015221$1,970,617$230,054$10,955iApproximate average salary by contribution assumption: employee only about $273,874 at 4% or $182,583 at 6%; with 50% employer match about $182,583 at 4% or $121,722 at 6%; with 100% employer match about $136,937 at 4% or $91,291 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN-21$1,963,262$222,699$10,605iApproximate average salary by contribution assumption: employee only about $265,118 at 4% or $176,745 at 6%; with 50% employer match about $176,745 at 4% or $117,830 at 6%; with 100% employer match about $132,559 at 4% or $88,373 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-8$7,355$7,355$919iApproximate average salary by contribution assumption: employee only about $22,984 at 4% or $15,323 at 6%; with 50% employer match about $15,323 at 4% or $10,215 at 6%; with 100% employer match about $11,492 at 4% or $7,661 at 6%.
2014220$2,002,504$203,587$10,179iApproximate average salary by contribution assumption: employee only about $254,484 at 4% or $169,656 at 6%; with 50% employer match about $169,656 at 4% or $113,104 at 6%; with 100% employer match about $127,242 at 4% or $84,828 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN-20$2,001,471$196,277$9,814iApproximate average salary by contribution assumption: employee only about $245,346 at 4% or $163,564 at 6%; with 50% employer match about $163,564 at 4% or $109,043 at 6%; with 100% employer match about $122,673 at 4% or $81,782 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-4$1,033$7,310$1,828iApproximate average salary by contribution assumption: employee only about $45,688 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,306 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%.
2013119$1,688,912$225,251$11,855iApproximate average salary by contribution assumption: employee only about $296,383 at 4% or $197,589 at 6%; with 50% employer match about $197,589 at 4% or $131,726 at 6%; with 100% employer match about $148,191 at 4% or $98,794 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN-19$1,688,912$225,251$11,855iApproximate average salary by contribution assumption: employee only about $296,383 at 4% or $197,589 at 6%; with 50% employer match about $197,589 at 4% or $131,726 at 6%; with 100% employer match about $148,191 at 4% or $98,794 at 6%.
2012216$1,140,697$184,644$11,540iApproximate average salary by contribution assumption: employee only about $288,506 at 4% or $192,338 at 6%; with 50% employer match about $192,338 at 4% or $128,225 at 6%; with 100% employer match about $144,253 at 4% or $96,169 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN-16$1,140,510$177,524$11,095iApproximate average salary by contribution assumption: employee only about $277,381 at 4% or $184,921 at 6%; with 50% employer match about $184,921 at 4% or $123,281 at 6%; with 100% employer match about $138,691 at 4% or $92,460 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-6$187$7,120$1,187iApproximate average salary by contribution assumption: employee only about $29,667 at 4% or $19,778 at 6%; with 50% employer match about $19,778 at 4% or $13,185 at 6%; with 100% employer match about $14,833 at 4% or $9,889 at 6%.
2011214$815,920$107,418$7,673iApproximate average salary by contribution assumption: employee only about $191,818 at 4% or $127,879 at 6%; with 50% employer match about $127,879 at 4% or $85,252 at 6%; with 100% employer match about $95,909 at 4% or $63,939 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN-14$815,920$102,766$7,340iApproximate average salary by contribution assumption: employee only about $183,511 at 4% or $122,340 at 6%; with 50% employer match about $122,340 at 4% or $81,560 at 6%; with 100% employer match about $91,755 at 4% or $61,170 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-4-$4,652$1,163iApproximate average salary by contribution assumption: employee only about $29,075 at 4% or $19,383 at 6%; with 50% employer match about $19,383 at 4% or $12,922 at 6%; with 100% employer match about $14,538 at 4% or $9,692 at 6%.
2010212$775,193$102,366$8,531iApproximate average salary by contribution assumption: employee only about $213,263 at 4% or $142,175 at 6%; with 50% employer match about $142,175 at 4% or $94,783 at 6%; with 100% employer match about $106,631 at 4% or $71,088 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN-12$775,153$98,467$8,206iApproximate average salary by contribution assumption: employee only about $205,140 at 4% or $136,760 at 6%; with 50% employer match about $136,760 at 4% or $91,173 at 6%; with 100% employer match about $102,570 at 4% or $68,380 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-5$40$3,899$780iApproximate average salary by contribution assumption: employee only about $19,495 at 4% or $12,997 at 6%; with 50% employer match about $12,997 at 4% or $8,664 at 6%; with 100% employer match about $9,748 at 4% or $6,498 at 6%.
2009214$648,634$111,737$7,981iApproximate average salary by contribution assumption: employee only about $199,530 at 4% or $133,020 at 6%; with 50% employer match about $133,020 at 4% or $88,680 at 6%; with 100% employer match about $99,765 at 4% or $66,510 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN-14$648,471$104,417$7,458iApproximate average salary by contribution assumption: employee only about $186,459 at 4% or $124,306 at 6%; with 50% employer match about $124,306 at 4% or $82,871 at 6%; with 100% employer match about $93,229 at 4% or $62,153 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-6$163$7,320$1,220iApproximate average salary by contribution assumption: employee only about $30,500 at 4% or $20,333 at 6%; with 50% employer match about $20,333 at 4% or $13,556 at 6%; with 100% employer match about $15,250 at 4% or $10,167 at 6%.
2008214$21$10,720$766iApproximate average salary by contribution assumption: employee only about $19,143 at 4% or $12,762 at 6%; with 50% employer match about $12,762 at 4% or $8,508 at 6%; with 100% employer match about $9,571 at 4% or $6,381 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-7$21$10,720$1,531iApproximate average salary by contribution assumption: employee only about $38,286 at 4% or $25,524 at 6%; with 50% employer match about $25,524 at 4% or $17,016 at 6%; with 100% employer match about $19,143 at 4% or $12,762 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-14---
2007213$375$11,836$910iApproximate average salary by contribution assumption: employee only about $22,762 at 4% or $15,174 at 6%; with 50% employer match about $15,174 at 4% or $10,116 at 6%; with 100% employer match about $11,381 at 4% or $7,587 at 6%.
Donald W. Tapert Insurance - Flexible Benefits Plan-8$375$11,836$1,480iApproximate average salary by contribution assumption: employee only about $36,988 at 4% or $24,658 at 6%; with 50% employer match about $24,658 at 4% or $16,439 at 6%; with 100% employer match about $18,494 at 4% or $12,329 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-13---
2006114$495,173$91,944$6,567iApproximate average salary by contribution assumption: employee only about $164,186 at 4% or $109,457 at 6%; with 50% employer match about $109,457 at 4% or $72,971 at 6%; with 100% employer match about $82,093 at 4% or $54,729 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-14$495,173$91,944$6,567iApproximate average salary by contribution assumption: employee only about $164,186 at 4% or $109,457 at 6%; with 50% employer match about $109,457 at 4% or $72,971 at 6%; with 100% employer match about $82,093 at 4% or $54,729 at 6%.
2005111$0$0-
DONALD W. TAPERT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-11---
2004110$224,428$71,518$7,152iApproximate average salary by contribution assumption: employee only about $178,795 at 4% or $119,197 at 6%; with 50% employer match about $119,197 at 4% or $79,464 at 6%; with 100% employer match about $89,398 at 4% or $59,598 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-10$224,428$71,518$7,152iApproximate average salary by contribution assumption: employee only about $178,795 at 4% or $119,197 at 6%; with 50% employer match about $119,197 at 4% or $79,464 at 6%; with 100% employer match about $89,398 at 4% or $59,598 at 6%.
200319$130,749$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-9$130,749$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
200219$54,371$35,217$3,913iApproximate average salary by contribution assumption: employee only about $97,825 at 4% or $65,217 at 6%; with 50% employer match about $65,217 at 4% or $43,478 at 6%; with 100% employer match about $48,913 at 4% or $32,608 at 6%.
DONALD W. TAPERT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-9$54,371$35,217$3,913iApproximate average salary by contribution assumption: employee only about $97,825 at 4% or $65,217 at 6%; with 50% employer match about $65,217 at 4% or $43,478 at 6%; with 100% employer match about $48,913 at 4% or $32,608 at 6%.
200119$0$0-
DONALD W. TAPERT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-9---