Civic Intelligence

Taylor, Simonson & Winter LLP

Plan context: Taylor, Simonson & Winter LLP Profit Sharing Plan

EIN 95-4043667 • Claremont, CA • 31 filings • 7 plans

144 N Indian Hill BlvdClaremont, CA 91711-4607
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,762,268

2024 Contributions

$48,435

Historical Graphs

Total Assets Over Time

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

$7,054,455$3,527,228$0199920122024YearValue
$1,762,268Latest year 2024

Participants Over Time

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

840199920122024YearValue
4Latest year 2024

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
202414$1,762,268$48,435$12,109iApproximate average salary by contribution assumption: employee only about $302,719 at 4% or $201,813 at 6%; with 50% employer match about $201,813 at 4% or $134,542 at 6%; with 100% employer match about $151,359 at 4% or $100,906 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-4$1,762,268$48,435$12,109iApproximate average salary by contribution assumption: employee only about $302,719 at 4% or $201,813 at 6%; with 50% employer match about $201,813 at 4% or $134,542 at 6%; with 100% employer match about $151,359 at 4% or $100,906 at 6%.
202314$1,532,128$41,273$10,318iApproximate average salary by contribution assumption: employee only about $257,956 at 4% or $171,971 at 6%; with 50% employer match about $171,971 at 4% or $114,647 at 6%; with 100% employer match about $128,978 at 4% or $85,985 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-4$1,532,128$41,273$10,318iApproximate average salary by contribution assumption: employee only about $257,956 at 4% or $171,971 at 6%; with 50% employer match about $171,971 at 4% or $114,647 at 6%; with 100% employer match about $128,978 at 4% or $85,985 at 6%.
202215$1,335,848$150,955$30,191iApproximate average salary by contribution assumption: employee only about $754,775 at 4% or $503,183 at 6%; with 50% employer match about $503,183 at 4% or $335,456 at 6%; with 100% employer match about $377,388 at 4% or $251,592 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-5$1,335,848$150,955$30,191iApproximate average salary by contribution assumption: employee only about $754,775 at 4% or $503,183 at 6%; with 50% employer match about $503,183 at 4% or $335,456 at 6%; with 100% employer match about $377,388 at 4% or $251,592 at 6%.
202115$5,179,659$74,765$14,953iApproximate average salary by contribution assumption: employee only about $373,825 at 4% or $249,217 at 6%; with 50% employer match about $249,217 at 4% or $166,144 at 6%; with 100% employer match about $186,913 at 4% or $124,608 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-5$5,179,659$74,765$14,953iApproximate average salary by contribution assumption: employee only about $373,825 at 4% or $249,217 at 6%; with 50% employer match about $249,217 at 4% or $166,144 at 6%; with 100% employer match about $186,913 at 4% or $124,608 at 6%.
202014$4,592,895$93,055$23,264iApproximate average salary by contribution assumption: employee only about $581,594 at 4% or $387,729 at 6%; with 50% employer match about $387,729 at 4% or $258,486 at 6%; with 100% employer match about $290,797 at 4% or $193,865 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-4$4,592,895$93,055$23,264iApproximate average salary by contribution assumption: employee only about $581,594 at 4% or $387,729 at 6%; with 50% employer match about $387,729 at 4% or $258,486 at 6%; with 100% employer match about $290,797 at 4% or $193,865 at 6%.
201915$4,344,261$67,329$13,466iApproximate average salary by contribution assumption: employee only about $336,645 at 4% or $224,430 at 6%; with 50% employer match about $224,430 at 4% or $149,620 at 6%; with 100% employer match about $168,323 at 4% or $112,215 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-5$4,344,261$67,329$13,466iApproximate average salary by contribution assumption: employee only about $336,645 at 4% or $224,430 at 6%; with 50% employer match about $224,430 at 4% or $149,620 at 6%; with 100% employer match about $168,323 at 4% or $112,215 at 6%.
201814$3,686,212$63,603$15,901iApproximate average salary by contribution assumption: employee only about $397,519 at 4% or $265,013 at 6%; with 50% employer match about $265,013 at 4% or $176,675 at 6%; with 100% employer match about $198,759 at 4% or $132,506 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-4$3,686,212$63,603$15,901iApproximate average salary by contribution assumption: employee only about $397,519 at 4% or $265,013 at 6%; with 50% employer match about $265,013 at 4% or $176,675 at 6%; with 100% employer match about $198,759 at 4% or $132,506 at 6%.
201715$7,054,455$113,116$22,623iApproximate average salary by contribution assumption: employee only about $565,580 at 4% or $377,053 at 6%; with 50% employer match about $377,053 at 4% or $251,369 at 6%; with 100% employer match about $282,790 at 4% or $188,527 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-5$7,054,455$113,116$22,623iApproximate average salary by contribution assumption: employee only about $565,580 at 4% or $377,053 at 6%; with 50% employer match about $377,053 at 4% or $251,369 at 6%; with 100% employer match about $282,790 at 4% or $188,527 at 6%.
201616$6,251,633$127,231$21,205iApproximate average salary by contribution assumption: employee only about $530,129 at 4% or $353,419 at 6%; with 50% employer match about $353,419 at 4% or $235,613 at 6%; with 100% employer match about $265,065 at 4% or $176,710 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-6$6,251,633$127,231$21,205iApproximate average salary by contribution assumption: employee only about $530,129 at 4% or $353,419 at 6%; with 50% employer match about $353,419 at 4% or $235,613 at 6%; with 100% employer match about $265,065 at 4% or $176,710 at 6%.
201515$5,679,833$125,378$25,076iApproximate average salary by contribution assumption: employee only about $626,890 at 4% or $417,927 at 6%; with 50% employer match about $417,927 at 4% or $278,618 at 6%; with 100% employer match about $313,445 at 4% or $208,963 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-5$5,679,833$125,378$25,076iApproximate average salary by contribution assumption: employee only about $626,890 at 4% or $417,927 at 6%; with 50% employer match about $417,927 at 4% or $278,618 at 6%; with 100% employer match about $313,445 at 4% or $208,963 at 6%.
201415$5,699,419$132,485$26,497iApproximate average salary by contribution assumption: employee only about $662,425 at 4% or $441,617 at 6%; with 50% employer match about $441,617 at 4% or $294,411 at 6%; with 100% employer match about $331,213 at 4% or $220,808 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-5$5,699,419$132,485$26,497iApproximate average salary by contribution assumption: employee only about $662,425 at 4% or $441,617 at 6%; with 50% employer match about $441,617 at 4% or $294,411 at 6%; with 100% employer match about $331,213 at 4% or $220,808 at 6%.
201316$5,228,876$131,280$21,880iApproximate average salary by contribution assumption: employee only about $547,000 at 4% or $364,667 at 6%; with 50% employer match about $364,667 at 4% or $243,111 at 6%; with 100% employer match about $273,500 at 4% or $182,333 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-6$5,228,876$131,280$21,880iApproximate average salary by contribution assumption: employee only about $547,000 at 4% or $364,667 at 6%; with 50% employer match about $364,667 at 4% or $243,111 at 6%; with 100% employer match about $273,500 at 4% or $182,333 at 6%.
201216$4,290,414$130,087$21,681iApproximate average salary by contribution assumption: employee only about $542,029 at 4% or $361,353 at 6%; with 50% employer match about $361,353 at 4% or $240,902 at 6%; with 100% employer match about $271,015 at 4% or $180,676 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-6$4,290,414$130,087$21,681iApproximate average salary by contribution assumption: employee only about $542,029 at 4% or $361,353 at 6%; with 50% employer match about $361,353 at 4% or $240,902 at 6%; with 100% employer match about $271,015 at 4% or $180,676 at 6%.
201116$3,706,330$117,400$19,567iApproximate average salary by contribution assumption: employee only about $489,167 at 4% or $326,111 at 6%; with 50% employer match about $326,111 at 4% or $217,407 at 6%; with 100% employer match about $244,583 at 4% or $163,056 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-6$3,706,330$117,400$19,567iApproximate average salary by contribution assumption: employee only about $489,167 at 4% or $326,111 at 6%; with 50% employer match about $326,111 at 4% or $217,407 at 6%; with 100% employer match about $244,583 at 4% or $163,056 at 6%.
201018$5,928,817$168,814$21,102iApproximate average salary by contribution assumption: employee only about $527,544 at 4% or $351,696 at 6%; with 50% employer match about $351,696 at 4% or $234,464 at 6%; with 100% employer match about $263,772 at 4% or $175,848 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-8$5,928,817$168,814$21,102iApproximate average salary by contribution assumption: employee only about $527,544 at 4% or $351,696 at 6%; with 50% employer match about $351,696 at 4% or $234,464 at 6%; with 100% employer match about $263,772 at 4% or $175,848 at 6%.
200917$5,189,211$188,286$26,898iApproximate average salary by contribution assumption: employee only about $672,450 at 4% or $448,300 at 6%; with 50% employer match about $448,300 at 4% or $298,867 at 6%; with 100% employer match about $336,225 at 4% or $224,150 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7$5,189,211$188,286$26,898iApproximate average salary by contribution assumption: employee only about $672,450 at 4% or $448,300 at 6%; with 50% employer match about $448,300 at 4% or $298,867 at 6%; with 100% employer match about $336,225 at 4% or $224,150 at 6%.
200817$4,197,804$174,804$24,972iApproximate average salary by contribution assumption: employee only about $624,300 at 4% or $416,200 at 6%; with 50% employer match about $416,200 at 4% or $277,467 at 6%; with 100% employer match about $312,150 at 4% or $208,100 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7$4,197,804$174,804$24,972iApproximate average salary by contribution assumption: employee only about $624,300 at 4% or $416,200 at 6%; with 50% employer match about $416,200 at 4% or $277,467 at 6%; with 100% employer match about $312,150 at 4% or $208,100 at 6%.
200717$0$0-
Taylor, Simonson & Winter LLP Profit Sharing Plan-7---
200617$4,759,108$161,529$23,076iApproximate average salary by contribution assumption: employee only about $576,889 at 4% or $384,593 at 6%; with 50% employer match about $384,593 at 4% or $256,395 at 6%; with 100% employer match about $288,445 at 4% or $192,296 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7$4,759,108$161,529$23,076iApproximate average salary by contribution assumption: employee only about $576,889 at 4% or $384,593 at 6%; with 50% employer match about $384,593 at 4% or $256,395 at 6%; with 100% employer match about $288,445 at 4% or $192,296 at 6%.
200517$4,152,649$145,947$20,850iApproximate average salary by contribution assumption: employee only about $521,239 at 4% or $347,493 at 6%; with 50% employer match about $347,493 at 4% or $231,662 at 6%; with 100% employer match about $260,620 at 4% or $173,746 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7$4,152,649$145,947$20,850iApproximate average salary by contribution assumption: employee only about $521,239 at 4% or $347,493 at 6%; with 50% employer match about $347,493 at 4% or $231,662 at 6%; with 100% employer match about $260,620 at 4% or $173,746 at 6%.
200416$3,786,738$145,254$24,209iApproximate average salary by contribution assumption: employee only about $605,225 at 4% or $403,483 at 6%; with 50% employer match about $403,483 at 4% or $268,989 at 6%; with 100% employer match about $302,613 at 4% or $201,742 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-6$3,786,738$145,254$24,209iApproximate average salary by contribution assumption: employee only about $605,225 at 4% or $403,483 at 6%; with 50% employer match about $403,483 at 4% or $268,989 at 6%; with 100% employer match about $302,613 at 4% or $201,742 at 6%.
200327$3,299,027$1,274,404$182,058iApproximate average salary by contribution assumption: employee only about $4,551,443 at 4% or $3,034,295 at 6%; with 50% employer match about $3,034,295 at 4% or $2,022,863 at 6%; with 100% employer match about $2,275,721 at 4% or $1,517,148 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7$3,299,027$1,274,404$182,058iApproximate average salary by contribution assumption: employee only about $4,551,443 at 4% or $3,034,295 at 6%; with 50% employer match about $3,034,295 at 4% or $2,022,863 at 6%; with 100% employer match about $2,275,721 at 4% or $1,517,148 at 6%.
Taylor Simonson & Winter LLP Money Purchase Keogh-0---
200227$2,788,696$124,535$17,791iApproximate average salary by contribution assumption: employee only about $444,768 at 4% or $296,512 at 6%; with 50% employer match about $296,512 at 4% or $197,675 at 6%; with 100% employer match about $222,384 at 4% or $148,256 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7$1,689,038$81,298$11,614iApproximate average salary by contribution assumption: employee only about $290,350 at 4% or $193,567 at 6%; with 50% employer match about $193,567 at 4% or $129,044 at 6%; with 100% employer match about $145,175 at 4% or $96,783 at 6%.
Taylor Simonson & Winter LLP Money Purchase Keogh-7$1,099,658$43,237$6,177iApproximate average salary by contribution assumption: employee only about $154,418 at 4% or $102,945 at 6%; with 50% employer match about $102,945 at 4% or $68,630 at 6%; with 100% employer match about $77,209 at 4% or $51,473 at 6%.
200127$1,023,172$44,820$6,403iApproximate average salary by contribution assumption: employee only about $160,071 at 4% or $106,714 at 6%; with 50% employer match about $106,714 at 4% or $71,143 at 6%; with 100% employer match about $80,036 at 4% or $53,357 at 6%.
Taylor Simonson & Winter LLP Money Purchase Keogh-7$1,023,172$44,820$6,403iApproximate average salary by contribution assumption: employee only about $160,071 at 4% or $106,714 at 6%; with 50% employer match about $106,714 at 4% or $71,143 at 6%; with 100% employer match about $80,036 at 4% or $53,357 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7---
200027$2,794,991$121,153$17,308iApproximate average salary by contribution assumption: employee only about $432,689 at 4% or $288,460 at 6%; with 50% employer match about $288,460 at 4% or $192,306 at 6%; with 100% employer match about $216,345 at 4% or $144,230 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7$1,767,343$78,750$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Taylor Simonson & Winter LLP Money Purchase Keogh-7$1,027,648$42,403$6,058iApproximate average salary by contribution assumption: employee only about $151,439 at 4% or $100,960 at 6%; with 50% employer match about $100,960 at 4% or $67,306 at 6%; with 100% employer match about $75,720 at 4% or $50,480 at 6%.
199927$2,585,689$120,096$17,157iApproximate average salary by contribution assumption: employee only about $428,914 at 4% or $285,943 at 6%; with 50% employer match about $285,943 at 4% or $190,629 at 6%; with 100% employer match about $214,457 at 4% or $142,971 at 6%.
Taylor, Simonson & Winter LLP Profit Sharing Plan-7$1,690,457$78,062$11,152iApproximate average salary by contribution assumption: employee only about $278,793 at 4% or $185,862 at 6%; with 50% employer match about $185,862 at 4% or $123,908 at 6%; with 100% employer match about $139,396 at 4% or $92,931 at 6%.
Taylor Simonson & Winter LLP Money Purchase Keogh-7$895,232$42,034$6,005iApproximate average salary by contribution assumption: employee only about $150,121 at 4% or $100,081 at 6%; with 50% employer match about $100,081 at 4% or $66,721 at 6%; with 100% employer match about $75,061 at 4% or $50,040 at 6%.