Civic Intelligence

Val David Taylor, CPA

Plan context: Val David Taylor, CPA Target Benefit Pension Plan

EIN 95-3427044 • Bakersfield, CA • 14 filings • 4 plans

1800 30th Street, Suite 170Bakersfield, CA 93301
Current Snapshot

Latest Year

2014

2014 Participants

8

2014 Assets

$1,065,347

2014 Contributions

$35,607

Historical Graphs

Total Assets Over Time

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

$1,065,347$532,674$0199920062014YearValue
$1,065,347Latest year 2014

Participants Over Time

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

840199920062014YearValue
8Latest year 2014

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
201418$1,065,347$35,607$4,451iApproximate average salary by contribution assumption: employee only about $111,272 at 4% or $74,181 at 6%; with 50% employer match about $74,181 at 4% or $49,454 at 6%; with 100% employer match about $55,636 at 4% or $37,091 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-8$1,065,347$35,607$4,451iApproximate average salary by contribution assumption: employee only about $111,272 at 4% or $74,181 at 6%; with 50% employer match about $74,181 at 4% or $49,454 at 6%; with 100% employer match about $55,636 at 4% or $37,091 at 6%.
201117$912,710$22,429$3,204iApproximate average salary by contribution assumption: employee only about $80,104 at 4% or $53,402 at 6%; with 50% employer match about $53,402 at 4% or $35,602 at 6%; with 100% employer match about $40,052 at 4% or $26,701 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-7$912,710$22,429$3,204iApproximate average salary by contribution assumption: employee only about $80,104 at 4% or $53,402 at 6%; with 50% employer match about $53,402 at 4% or $35,602 at 6%; with 100% employer match about $40,052 at 4% or $26,701 at 6%.
201017$890,902$22,190$3,170iApproximate average salary by contribution assumption: employee only about $79,250 at 4% or $52,833 at 6%; with 50% employer match about $52,833 at 4% or $35,222 at 6%; with 100% employer match about $39,625 at 4% or $26,417 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-7$890,902$22,190$3,170iApproximate average salary by contribution assumption: employee only about $79,250 at 4% or $52,833 at 6%; with 50% employer match about $52,833 at 4% or $35,222 at 6%; with 100% employer match about $39,625 at 4% or $26,417 at 6%.
200917$815,798$18,194$2,599iApproximate average salary by contribution assumption: employee only about $64,979 at 4% or $43,319 at 6%; with 50% employer match about $43,319 at 4% or $28,879 at 6%; with 100% employer match about $32,489 at 4% or $21,660 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-7$815,798$18,194$2,599iApproximate average salary by contribution assumption: employee only about $64,979 at 4% or $43,319 at 6%; with 50% employer match about $43,319 at 4% or $28,879 at 6%; with 100% employer match about $32,489 at 4% or $21,660 at 6%.
200817$686,783$23,671$3,382iApproximate average salary by contribution assumption: employee only about $84,539 at 4% or $56,360 at 6%; with 50% employer match about $56,360 at 4% or $37,573 at 6%; with 100% employer match about $42,270 at 4% or $28,180 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-7$686,783$23,671$3,382iApproximate average salary by contribution assumption: employee only about $84,539 at 4% or $56,360 at 6%; with 50% employer match about $56,360 at 4% or $37,573 at 6%; with 100% employer match about $42,270 at 4% or $28,180 at 6%.
200716$0$0-
Val David Taylor, CPA Target Benefit Pension Plan-6---
200614$701,355$79,806$19,952iApproximate average salary by contribution assumption: employee only about $498,788 at 4% or $332,525 at 6%; with 50% employer match about $332,525 at 4% or $221,683 at 6%; with 100% employer match about $249,394 at 4% or $166,263 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-4$701,355$79,806$19,952iApproximate average salary by contribution assumption: employee only about $498,788 at 4% or $332,525 at 6%; with 50% employer match about $332,525 at 4% or $221,683 at 6%; with 100% employer match about $249,394 at 4% or $166,263 at 6%.
200513$564,414$67,344$22,448iApproximate average salary by contribution assumption: employee only about $561,200 at 4% or $374,133 at 6%; with 50% employer match about $374,133 at 4% or $249,422 at 6%; with 100% employer match about $280,600 at 4% or $187,067 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-3$564,414$67,344$22,448iApproximate average salary by contribution assumption: employee only about $561,200 at 4% or $374,133 at 6%; with 50% employer match about $374,133 at 4% or $249,422 at 6%; with 100% employer match about $280,600 at 4% or $187,067 at 6%.
200413$514,089$68,901$22,967iApproximate average salary by contribution assumption: employee only about $574,175 at 4% or $382,783 at 6%; with 50% employer match about $382,783 at 4% or $255,189 at 6%; with 100% employer match about $287,088 at 4% or $191,392 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-3$514,089$68,901$22,967iApproximate average salary by contribution assumption: employee only about $574,175 at 4% or $382,783 at 6%; with 50% employer match about $382,783 at 4% or $255,189 at 6%; with 100% employer match about $287,088 at 4% or $191,392 at 6%.
200315$397,842$0-
Val David Taylor, CPA Target Benefit Pension Plan-5$397,842--
200215$307,805$25,120$5,024iApproximate average salary by contribution assumption: employee only about $125,600 at 4% or $83,733 at 6%; with 50% employer match about $83,733 at 4% or $55,822 at 6%; with 100% employer match about $62,800 at 4% or $41,867 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-5$307,805$25,120$5,024iApproximate average salary by contribution assumption: employee only about $125,600 at 4% or $83,733 at 6%; with 50% employer match about $83,733 at 4% or $55,822 at 6%; with 100% employer match about $62,800 at 4% or $41,867 at 6%.
200115$0$0-
Val David Taylor, CPA Target Benefit Pension Plan-5---
200013$382,321$7,986$2,662iApproximate average salary by contribution assumption: employee only about $66,550 at 4% or $44,367 at 6%; with 50% employer match about $44,367 at 4% or $29,578 at 6%; with 100% employer match about $33,275 at 4% or $22,183 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-3$382,321$7,986$2,662iApproximate average salary by contribution assumption: employee only about $66,550 at 4% or $44,367 at 6%; with 50% employer match about $44,367 at 4% or $29,578 at 6%; with 100% employer match about $33,275 at 4% or $22,183 at 6%.
199914$438,566$38,443$9,611iApproximate average salary by contribution assumption: employee only about $240,269 at 4% or $160,179 at 6%; with 50% employer match about $160,179 at 4% or $106,786 at 6%; with 100% employer match about $120,134 at 4% or $80,090 at 6%.
Val David Taylor, CPA Target Benefit Pension Plan-4$438,566$38,443$9,611iApproximate average salary by contribution assumption: employee only about $240,269 at 4% or $160,179 at 6%; with 50% employer match about $160,179 at 4% or $106,786 at 6%; with 100% employer match about $120,134 at 4% or $80,090 at 6%.