Civic Intelligence

Isabelle V. Curtiss PC., CPA

Plan context: Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan

EIN 06-1259032 • Middlebury, CT • 22 filings • 4 plans

P. O. Box 1211Middlebury, CT 06762
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$882,710

2021 Contributions

$34,750

Historical Graphs

Total Assets Over Time

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

$882,710$441,355$0200020112021YearValue
$882,710Latest year 2021

Participants Over Time

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

110200020122021YearValue
1Latest year 2021

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
202111$882,710$34,750$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$882,710$34,750$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
202011$834,472$33,750$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$834,472$33,750$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
201911$769,303$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$769,303$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
201811$623,325$37,875$37,875iApproximate average salary by contribution assumption: employee only about $946,875 at 4% or $631,250 at 6%; with 50% employer match about $631,250 at 4% or $420,833 at 6%; with 100% employer match about $473,438 at 4% or $315,625 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$623,325$37,875$37,875iApproximate average salary by contribution assumption: employee only about $946,875 at 4% or $631,250 at 6%; with 50% employer match about $631,250 at 4% or $420,833 at 6%; with 100% employer match about $473,438 at 4% or $315,625 at 6%.
201711$684,199$44,356$44,356iApproximate average salary by contribution assumption: employee only about $1,108,900 at 4% or $739,267 at 6%; with 50% employer match about $739,267 at 4% or $492,844 at 6%; with 100% employer match about $554,450 at 4% or $369,633 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$684,199$44,356$44,356iApproximate average salary by contribution assumption: employee only about $1,108,900 at 4% or $739,267 at 6%; with 50% employer match about $739,267 at 4% or $492,844 at 6%; with 100% employer match about $554,450 at 4% or $369,633 at 6%.
201611$543,996$43,795$43,795iApproximate average salary by contribution assumption: employee only about $1,094,875 at 4% or $729,917 at 6%; with 50% employer match about $729,917 at 4% or $486,611 at 6%; with 100% employer match about $547,438 at 4% or $364,958 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$543,996$43,795$43,795iApproximate average salary by contribution assumption: employee only about $1,094,875 at 4% or $729,917 at 6%; with 50% employer match about $729,917 at 4% or $486,611 at 6%; with 100% employer match about $547,438 at 4% or $364,958 at 6%.
201511$475,139$47,539$47,539iApproximate average salary by contribution assumption: employee only about $1,188,475 at 4% or $792,317 at 6%; with 50% employer match about $792,317 at 4% or $528,211 at 6%; with 100% employer match about $594,238 at 4% or $396,158 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$475,139$47,539$47,539iApproximate average salary by contribution assumption: employee only about $1,188,475 at 4% or $792,317 at 6%; with 50% employer match about $792,317 at 4% or $528,211 at 6%; with 100% employer match about $594,238 at 4% or $396,158 at 6%.
201411$471,773$37,125$37,125iApproximate average salary by contribution assumption: employee only about $928,125 at 4% or $618,750 at 6%; with 50% employer match about $618,750 at 4% or $412,500 at 6%; with 100% employer match about $464,063 at 4% or $309,375 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$471,773$37,125$37,125iApproximate average salary by contribution assumption: employee only about $928,125 at 4% or $618,750 at 6%; with 50% employer match about $618,750 at 4% or $412,500 at 6%; with 100% employer match about $464,063 at 4% or $309,375 at 6%.
201311$436,372$32,488$32,488iApproximate average salary by contribution assumption: employee only about $812,200 at 4% or $541,467 at 6%; with 50% employer match about $541,467 at 4% or $360,978 at 6%; with 100% employer match about $406,100 at 4% or $270,733 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$436,372$32,488$32,488iApproximate average salary by contribution assumption: employee only about $812,200 at 4% or $541,467 at 6%; with 50% employer match about $541,467 at 4% or $360,978 at 6%; with 100% employer match about $406,100 at 4% or $270,733 at 6%.
201211$383,984$38,750$38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$383,984$38,750$38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%.
201111$356,768$37,050$37,050iApproximate average salary by contribution assumption: employee only about $926,250 at 4% or $617,500 at 6%; with 50% employer match about $617,500 at 4% or $411,667 at 6%; with 100% employer match about $463,125 at 4% or $308,750 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$356,768$37,050$37,050iApproximate average salary by contribution assumption: employee only about $926,250 at 4% or $617,500 at 6%; with 50% employer match about $617,500 at 4% or $411,667 at 6%; with 100% employer match about $463,125 at 4% or $308,750 at 6%.
201011$364,296$36,500$36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$364,296$36,500$36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%.
200911$372,414$35,800$35,800iApproximate average salary by contribution assumption: employee only about $895,000 at 4% or $596,667 at 6%; with 50% employer match about $596,667 at 4% or $397,778 at 6%; with 100% employer match about $447,500 at 4% or $298,333 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$372,414$35,800$35,800iApproximate average salary by contribution assumption: employee only about $895,000 at 4% or $596,667 at 6%; with 50% employer match about $596,667 at 4% or $397,778 at 6%; with 100% employer match about $447,500 at 4% or $298,333 at 6%.
200810$325,505$35,883-
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-0$325,505$35,883-
200711$423,341$38,688$38,688iApproximate average salary by contribution assumption: employee only about $967,200 at 4% or $644,800 at 6%; with 50% employer match about $644,800 at 4% or $429,867 at 6%; with 100% employer match about $483,600 at 4% or $322,400 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$423,341$38,688$38,688iApproximate average salary by contribution assumption: employee only about $967,200 at 4% or $644,800 at 6%; with 50% employer match about $644,800 at 4% or $429,867 at 6%; with 100% employer match about $483,600 at 4% or $322,400 at 6%.
200611$319,107$33,018$33,018iApproximate average salary by contribution assumption: employee only about $825,450 at 4% or $550,300 at 6%; with 50% employer match about $550,300 at 4% or $366,867 at 6%; with 100% employer match about $412,725 at 4% or $275,150 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$319,107$33,018$33,018iApproximate average salary by contribution assumption: employee only about $825,450 at 4% or $550,300 at 6%; with 50% employer match about $550,300 at 4% or $366,867 at 6%; with 100% employer match about $412,725 at 4% or $275,150 at 6%.
200511$301,936$28,335$28,335iApproximate average salary by contribution assumption: employee only about $708,375 at 4% or $472,250 at 6%; with 50% employer match about $472,250 at 4% or $314,833 at 6%; with 100% employer match about $354,188 at 4% or $236,125 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$301,936$28,335$28,335iApproximate average salary by contribution assumption: employee only about $708,375 at 4% or $472,250 at 6%; with 50% employer match about $472,250 at 4% or $314,833 at 6%; with 100% employer match about $354,188 at 4% or $236,125 at 6%.
200411$301,181$26,244$26,244iApproximate average salary by contribution assumption: employee only about $656,100 at 4% or $437,400 at 6%; with 50% employer match about $437,400 at 4% or $291,600 at 6%; with 100% employer match about $328,050 at 4% or $218,700 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$301,181$26,244$26,244iApproximate average salary by contribution assumption: employee only about $656,100 at 4% or $437,400 at 6%; with 50% employer match about $437,400 at 4% or $291,600 at 6%; with 100% employer match about $328,050 at 4% or $218,700 at 6%.
200311$337,241$19,540$19,540iApproximate average salary by contribution assumption: employee only about $488,500 at 4% or $325,667 at 6%; with 50% employer match about $325,667 at 4% or $217,111 at 6%; with 100% employer match about $244,250 at 4% or $162,833 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$337,241$19,540$19,540iApproximate average salary by contribution assumption: employee only about $488,500 at 4% or $325,667 at 6%; with 50% employer match about $325,667 at 4% or $217,111 at 6%; with 100% employer match about $244,250 at 4% or $162,833 at 6%.
200210$171,242$100-
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-0$171,242$100-
200111$384,777$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$384,777$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
200011$753,843$3,300$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
Isabelle V. Curtiss PC., CPA 401K Profit Sharing Plan-1$753,843$3,300$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.