The Taft University Systems Inc.
Plan context: The Taft University Systems Inc. 401(K) Profit Sharing Plan
EIN 95-3752635 • Santa Ana, CA • 30 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
33
2024 Assets
$3,968,173
2024 Contributions
$76,412
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 | 33 | $3,968,173 | $76,412 | $2,316iApproximate average salary by contribution assumption: employee only about $57,888 at 4% or $38,592 at 6%; with 50% employer match about $38,592 at 4% or $25,728 at 6%; with 100% employer match about $28,944 at 4% or $19,296 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 33 | $3,968,173 | $76,412 | $2,316iApproximate average salary by contribution assumption: employee only about $57,888 at 4% or $38,592 at 6%; with 50% employer match about $38,592 at 4% or $25,728 at 6%; with 100% employer match about $28,944 at 4% or $19,296 at 6%. |
| 2023 | 1 | 15 | $3,749,138 | $91,937 | $6,129iApproximate average salary by contribution assumption: employee only about $153,228 at 4% or $102,152 at 6%; with 50% employer match about $102,152 at 4% or $68,101 at 6%; with 100% employer match about $76,614 at 4% or $51,076 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 15 | $3,749,138 | $91,937 | $6,129iApproximate average salary by contribution assumption: employee only about $153,228 at 4% or $102,152 at 6%; with 50% employer match about $102,152 at 4% or $68,101 at 6%; with 100% employer match about $76,614 at 4% or $51,076 at 6%. |
| 2022 | 1 | 14 | $4,680,324 | $82,572 | $5,898iApproximate average salary by contribution assumption: employee only about $147,450 at 4% or $98,300 at 6%; with 50% employer match about $98,300 at 4% or $65,533 at 6%; with 100% employer match about $73,725 at 4% or $49,150 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 14 | $4,680,324 | $82,572 | $5,898iApproximate average salary by contribution assumption: employee only about $147,450 at 4% or $98,300 at 6%; with 50% employer match about $98,300 at 4% or $65,533 at 6%; with 100% employer match about $73,725 at 4% or $49,150 at 6%. |
| 2021 | 1 | 16 | $4,813,587 | $137,924 | $8,620iApproximate average salary by contribution assumption: employee only about $215,506 at 4% or $143,671 at 6%; with 50% employer match about $143,671 at 4% or $95,781 at 6%; with 100% employer match about $107,753 at 4% or $71,835 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 16 | $4,813,587 | $137,924 | $8,620iApproximate average salary by contribution assumption: employee only about $215,506 at 4% or $143,671 at 6%; with 50% employer match about $143,671 at 4% or $95,781 at 6%; with 100% employer match about $107,753 at 4% or $71,835 at 6%. |
| 2020 | 1 | 17 | $4,551,475 | $156,470 | $9,204iApproximate average salary by contribution assumption: employee only about $230,103 at 4% or $153,402 at 6%; with 50% employer match about $153,402 at 4% or $102,268 at 6%; with 100% employer match about $115,051 at 4% or $76,701 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 17 | $4,551,475 | $156,470 | $9,204iApproximate average salary by contribution assumption: employee only about $230,103 at 4% or $153,402 at 6%; with 50% employer match about $153,402 at 4% or $102,268 at 6%; with 100% employer match about $115,051 at 4% or $76,701 at 6%. |
| 2019 | 1 | 18 | $4,271,176 | $189,450 | $10,525iApproximate average salary by contribution assumption: employee only about $263,125 at 4% or $175,417 at 6%; with 50% employer match about $175,417 at 4% or $116,944 at 6%; with 100% employer match about $131,563 at 4% or $87,708 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 18 | $4,271,176 | $189,450 | $10,525iApproximate average salary by contribution assumption: employee only about $263,125 at 4% or $175,417 at 6%; with 50% employer match about $175,417 at 4% or $116,944 at 6%; with 100% employer match about $131,563 at 4% or $87,708 at 6%. |
| 2018 | 1 | 18 | $3,881,997 | $202,670 | $11,259iApproximate average salary by contribution assumption: employee only about $281,486 at 4% or $187,657 at 6%; with 50% employer match about $187,657 at 4% or $125,105 at 6%; with 100% employer match about $140,743 at 4% or $93,829 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 18 | $3,881,997 | $202,670 | $11,259iApproximate average salary by contribution assumption: employee only about $281,486 at 4% or $187,657 at 6%; with 50% employer match about $187,657 at 4% or $125,105 at 6%; with 100% employer match about $140,743 at 4% or $93,829 at 6%. |
| 2017 | 1 | 22 | $3,981,997 | $226,362 | $10,289iApproximate average salary by contribution assumption: employee only about $257,230 at 4% or $171,486 at 6%; with 50% employer match about $171,486 at 4% or $114,324 at 6%; with 100% employer match about $128,615 at 4% or $85,743 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 22 | $3,981,997 | $226,362 | $10,289iApproximate average salary by contribution assumption: employee only about $257,230 at 4% or $171,486 at 6%; with 50% employer match about $171,486 at 4% or $114,324 at 6%; with 100% employer match about $128,615 at 4% or $85,743 at 6%. |
| 2016 | 1 | 22 | $3,499,335 | $155,840 | $7,084iApproximate average salary by contribution assumption: employee only about $177,091 at 4% or $118,061 at 6%; with 50% employer match about $118,061 at 4% or $78,707 at 6%; with 100% employer match about $88,545 at 4% or $59,030 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 22 | $3,499,335 | $155,840 | $7,084iApproximate average salary by contribution assumption: employee only about $177,091 at 4% or $118,061 at 6%; with 50% employer match about $118,061 at 4% or $78,707 at 6%; with 100% employer match about $88,545 at 4% or $59,030 at 6%. |
| 2015 | 1 | 18 | $3,209,087 | $236,083 | $13,116iApproximate average salary by contribution assumption: employee only about $327,893 at 4% or $218,595 at 6%; with 50% employer match about $218,595 at 4% or $145,730 at 6%; with 100% employer match about $163,947 at 4% or $109,298 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 18 | $3,209,087 | $236,083 | $13,116iApproximate average salary by contribution assumption: employee only about $327,893 at 4% or $218,595 at 6%; with 50% employer match about $218,595 at 4% or $145,730 at 6%; with 100% employer match about $163,947 at 4% or $109,298 at 6%. |
| 2014 | 1 | 19 | $2,987,475 | $227,066 | $11,951iApproximate average salary by contribution assumption: employee only about $298,771 at 4% or $199,181 at 6%; with 50% employer match about $199,181 at 4% or $132,787 at 6%; with 100% employer match about $149,386 at 4% or $99,590 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 19 | $2,987,475 | $227,066 | $11,951iApproximate average salary by contribution assumption: employee only about $298,771 at 4% or $199,181 at 6%; with 50% employer match about $199,181 at 4% or $132,787 at 6%; with 100% employer match about $149,386 at 4% or $99,590 at 6%. |
| 2013 | 1 | 19 | $2,672,040 | $219,733 | $11,565iApproximate average salary by contribution assumption: employee only about $289,122 at 4% or $192,748 at 6%; with 50% employer match about $192,748 at 4% or $128,499 at 6%; with 100% employer match about $144,561 at 4% or $96,374 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 19 | $2,672,040 | $219,733 | $11,565iApproximate average salary by contribution assumption: employee only about $289,122 at 4% or $192,748 at 6%; with 50% employer match about $192,748 at 4% or $128,499 at 6%; with 100% employer match about $144,561 at 4% or $96,374 at 6%. |
| 2012 | 1 | 18 | $2,291,234 | $202,670 | $11,259iApproximate average salary by contribution assumption: employee only about $281,486 at 4% or $187,657 at 6%; with 50% employer match about $187,657 at 4% or $125,105 at 6%; with 100% employer match about $140,743 at 4% or $93,829 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 18 | $2,291,234 | $202,670 | $11,259iApproximate average salary by contribution assumption: employee only about $281,486 at 4% or $187,657 at 6%; with 50% employer match about $187,657 at 4% or $125,105 at 6%; with 100% employer match about $140,743 at 4% or $93,829 at 6%. |
| 2011 | 1 | 16 | $1,978,347 | $187,881 | $11,743iApproximate average salary by contribution assumption: employee only about $293,564 at 4% or $195,709 at 6%; with 50% employer match about $195,709 at 4% or $130,473 at 6%; with 100% employer match about $146,782 at 4% or $97,855 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 16 | $1,978,347 | $187,881 | $11,743iApproximate average salary by contribution assumption: employee only about $293,564 at 4% or $195,709 at 6%; with 50% employer match about $195,709 at 4% or $130,473 at 6%; with 100% employer match about $146,782 at 4% or $97,855 at 6%. |
| 2010 | 1 | 15 | $1,786,614 | $153,356 | $10,224iApproximate average salary by contribution assumption: employee only about $255,593 at 4% or $170,396 at 6%; with 50% employer match about $170,396 at 4% or $113,597 at 6%; with 100% employer match about $127,797 at 4% or $85,198 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 15 | $1,786,614 | $153,356 | $10,224iApproximate average salary by contribution assumption: employee only about $255,593 at 4% or $170,396 at 6%; with 50% employer match about $170,396 at 4% or $113,597 at 6%; with 100% employer match about $127,797 at 4% or $85,198 at 6%. |
| 2009 | 1 | 12 | $1,591,155 | $136,571 | $11,381iApproximate average salary by contribution assumption: employee only about $284,523 at 4% or $189,682 at 6%; with 50% employer match about $189,682 at 4% or $126,455 at 6%; with 100% employer match about $142,261 at 4% or $94,841 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 12 | $1,591,155 | $136,571 | $11,381iApproximate average salary by contribution assumption: employee only about $284,523 at 4% or $189,682 at 6%; with 50% employer match about $189,682 at 4% or $126,455 at 6%; with 100% employer match about $142,261 at 4% or $94,841 at 6%. |
| 2008 | 1 | 9 | $1,400,204 | $132,538 | $14,726iApproximate average salary by contribution assumption: employee only about $368,161 at 4% or $245,441 at 6%; with 50% employer match about $245,441 at 4% or $163,627 at 6%; with 100% employer match about $184,081 at 4% or $122,720 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 9 | $1,400,204 | $132,538 | $14,726iApproximate average salary by contribution assumption: employee only about $368,161 at 4% or $245,441 at 6%; with 50% employer match about $245,441 at 4% or $163,627 at 6%; with 100% employer match about $184,081 at 4% or $122,720 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $1,385,893 | $192,028 | $21,336iApproximate average salary by contribution assumption: employee only about $533,411 at 4% or $355,607 at 6%; with 50% employer match about $355,607 at 4% or $237,072 at 6%; with 100% employer match about $266,706 at 4% or $177,804 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 9 | $1,385,893 | $192,028 | $21,336iApproximate average salary by contribution assumption: employee only about $533,411 at 4% or $355,607 at 6%; with 50% employer match about $355,607 at 4% or $237,072 at 6%; with 100% employer match about $266,706 at 4% or $177,804 at 6%. |
| 2005 | 1 | 9 | $1,115,268 | $121,377 | $13,486iApproximate average salary by contribution assumption: employee only about $337,158 at 4% or $224,772 at 6%; with 50% employer match about $224,772 at 4% or $149,848 at 6%; with 100% employer match about $168,579 at 4% or $112,386 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 9 | $1,115,268 | $121,377 | $13,486iApproximate average salary by contribution assumption: employee only about $337,158 at 4% or $224,772 at 6%; with 50% employer match about $224,772 at 4% or $149,848 at 6%; with 100% employer match about $168,579 at 4% or $112,386 at 6%. |
| 2004 | 1 | 9 | $960,185 | $0 | - |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 9 | $960,185 | - | - |
| 2003 | 1 | 8 | $958,478 | $0 | - |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 8 | $958,478 | - | - |
| 2002 | 2 | 9 | $934,864 | $0 | - |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 9 | $934,864 | - | - |
| William Howard Taft University Inc. Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 9 | $0 | $0 | - |
| William Howard Taft University Inc. Money Purchase Plan | - | 9 | - | - | - |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2000 | 2 | 7 | $0 | $0 | - |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| William Howard Taft University Inc. Money Purchase Plan | - | 7 | - | - | - |
| 1999 | 2 | 6 | $745,910 | $65,711 | $10,952iApproximate average salary by contribution assumption: employee only about $273,796 at 4% or $182,531 at 6%; with 50% employer match about $182,531 at 4% or $121,687 at 6%; with 100% employer match about $136,898 at 4% or $91,265 at 6%. |
| The Taft University Systems Inc. 401(K) Profit Sharing Plan | - | 6 | $389,743 | $30,665 | $5,111iApproximate average salary by contribution assumption: employee only about $127,771 at 4% or $85,181 at 6%; with 50% employer match about $85,181 at 4% or $56,787 at 6%; with 100% employer match about $63,885 at 4% or $42,590 at 6%. |
| William Howard Taft University Inc. Money Purchase Plan | - | 6 | $356,167 | $35,046 | $5,841iApproximate average salary by contribution assumption: employee only about $146,025 at 4% or $97,350 at 6%; with 50% employer match about $97,350 at 4% or $64,900 at 6%; with 100% employer match about $73,013 at 4% or $48,675 at 6%. |