Civic Intelligence

Rita T Barrison CPA

Plan context: Rita T Barrison CPA 401 K Profit Sharing Plan Trust

EIN 11-2534448 • Massapequa Park, NY • 18 filings • 3 plans

1000 Park Blvd Ste 212Massapequa Park, NY 11762-2740
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$851,348

2024 Contributions

$36,498

Historical Graphs

Total Assets Over Time

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

$851,348$425,674$0200720162024YearValue
$851,348Latest year 2024

Participants Over Time

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

210200720162024YearValue
2Latest 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
202412$851,348$36,498$18,249iApproximate average salary by contribution assumption: employee only about $456,225 at 4% or $304,150 at 6%; with 50% employer match about $304,150 at 4% or $202,767 at 6%; with 100% employer match about $228,113 at 4% or $152,075 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$851,348$36,498$18,249iApproximate average salary by contribution assumption: employee only about $456,225 at 4% or $304,150 at 6%; with 50% employer match about $304,150 at 4% or $202,767 at 6%; with 100% employer match about $228,113 at 4% or $152,075 at 6%.
202312$760,027$35,668$17,834iApproximate average salary by contribution assumption: employee only about $445,850 at 4% or $297,233 at 6%; with 50% employer match about $297,233 at 4% or $198,156 at 6%; with 100% employer match about $222,925 at 4% or $148,617 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$760,027$35,668$17,834iApproximate average salary by contribution assumption: employee only about $445,850 at 4% or $297,233 at 6%; with 50% employer match about $297,233 at 4% or $198,156 at 6%; with 100% employer match about $222,925 at 4% or $148,617 at 6%.
202212$654,081$37,600$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$654,081$37,600$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
202112$757,088$36,188$18,094iApproximate average salary by contribution assumption: employee only about $452,350 at 4% or $301,567 at 6%; with 50% employer match about $301,567 at 4% or $201,044 at 6%; with 100% employer match about $226,175 at 4% or $150,783 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$757,088$36,188$18,094iApproximate average salary by contribution assumption: employee only about $452,350 at 4% or $301,567 at 6%; with 50% employer match about $301,567 at 4% or $201,044 at 6%; with 100% employer match about $226,175 at 4% or $150,783 at 6%.
202012$648,364$36,518$18,259iApproximate average salary by contribution assumption: employee only about $456,475 at 4% or $304,317 at 6%; with 50% employer match about $304,317 at 4% or $202,878 at 6%; with 100% employer match about $228,238 at 4% or $152,158 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$648,364$36,518$18,259iApproximate average salary by contribution assumption: employee only about $456,475 at 4% or $304,317 at 6%; with 50% employer match about $304,317 at 4% or $202,878 at 6%; with 100% employer match about $228,238 at 4% or $152,158 at 6%.
201912$530,265$34,857$17,429iApproximate average salary by contribution assumption: employee only about $435,713 at 4% or $290,475 at 6%; with 50% employer match about $290,475 at 4% or $193,650 at 6%; with 100% employer match about $217,856 at 4% or $145,238 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$530,265$34,857$17,429iApproximate average salary by contribution assumption: employee only about $435,713 at 4% or $290,475 at 6%; with 50% employer match about $290,475 at 4% or $193,650 at 6%; with 100% employer match about $217,856 at 4% or $145,238 at 6%.
201812$420,424$33,725$16,863iApproximate average salary by contribution assumption: employee only about $421,563 at 4% or $281,042 at 6%; with 50% employer match about $281,042 at 4% or $187,361 at 6%; with 100% employer match about $210,781 at 4% or $140,521 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$420,424$33,725$16,863iApproximate average salary by contribution assumption: employee only about $421,563 at 4% or $281,042 at 6%; with 50% employer match about $281,042 at 4% or $187,361 at 6%; with 100% employer match about $210,781 at 4% or $140,521 at 6%.
201712$401,347$33,476$16,738iApproximate average salary by contribution assumption: employee only about $418,450 at 4% or $278,967 at 6%; with 50% employer match about $278,967 at 4% or $185,978 at 6%; with 100% employer match about $209,225 at 4% or $139,483 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$401,347$33,476$16,738iApproximate average salary by contribution assumption: employee only about $418,450 at 4% or $278,967 at 6%; with 50% employer match about $278,967 at 4% or $185,978 at 6%; with 100% employer match about $209,225 at 4% or $139,483 at 6%.
201612$333,539$30,044$15,022iApproximate average salary by contribution assumption: employee only about $375,550 at 4% or $250,367 at 6%; with 50% employer match about $250,367 at 4% or $166,911 at 6%; with 100% employer match about $187,775 at 4% or $125,183 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$333,539$30,044$15,022iApproximate average salary by contribution assumption: employee only about $375,550 at 4% or $250,367 at 6%; with 50% employer match about $250,367 at 4% or $166,911 at 6%; with 100% employer match about $187,775 at 4% or $125,183 at 6%.
201511$298,447$30,709$30,709iApproximate average salary by contribution assumption: employee only about $767,725 at 4% or $511,817 at 6%; with 50% employer match about $511,817 at 4% or $341,211 at 6%; with 100% employer match about $383,863 at 4% or $255,908 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-1$298,447$30,709$30,709iApproximate average salary by contribution assumption: employee only about $767,725 at 4% or $511,817 at 6%; with 50% employer match about $511,817 at 4% or $341,211 at 6%; with 100% employer match about $383,863 at 4% or $255,908 at 6%.
201412$287,955$29,820$14,910iApproximate average salary by contribution assumption: employee only about $372,750 at 4% or $248,500 at 6%; with 50% employer match about $248,500 at 4% or $165,667 at 6%; with 100% employer match about $186,375 at 4% or $124,250 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$287,955$29,820$14,910iApproximate average salary by contribution assumption: employee only about $372,750 at 4% or $248,500 at 6%; with 50% employer match about $248,500 at 4% or $165,667 at 6%; with 100% employer match about $186,375 at 4% or $124,250 at 6%.
201312$245,839$30,468$15,234iApproximate average salary by contribution assumption: employee only about $380,850 at 4% or $253,900 at 6%; with 50% employer match about $253,900 at 4% or $169,267 at 6%; with 100% employer match about $190,425 at 4% or $126,950 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$245,839$30,468$15,234iApproximate average salary by contribution assumption: employee only about $380,850 at 4% or $253,900 at 6%; with 50% employer match about $253,900 at 4% or $169,267 at 6%; with 100% employer match about $190,425 at 4% or $126,950 at 6%.
201212$193,028$27,887$13,944iApproximate average salary by contribution assumption: employee only about $348,588 at 4% or $232,392 at 6%; with 50% employer match about $232,392 at 4% or $154,928 at 6%; with 100% employer match about $174,294 at 4% or $116,196 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$193,028$27,887$13,944iApproximate average salary by contribution assumption: employee only about $348,588 at 4% or $232,392 at 6%; with 50% employer match about $232,392 at 4% or $154,928 at 6%; with 100% employer match about $174,294 at 4% or $116,196 at 6%.
201112$145,629$28,635$14,318iApproximate average salary by contribution assumption: employee only about $357,938 at 4% or $238,625 at 6%; with 50% employer match about $238,625 at 4% or $159,083 at 6%; with 100% employer match about $178,969 at 4% or $119,313 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$145,629$28,635$14,318iApproximate average salary by contribution assumption: employee only about $357,938 at 4% or $238,625 at 6%; with 50% employer match about $238,625 at 4% or $159,083 at 6%; with 100% employer match about $178,969 at 4% or $119,313 at 6%.
201012$119,129$28,093$14,047iApproximate average salary by contribution assumption: employee only about $351,163 at 4% or $234,108 at 6%; with 50% employer match about $234,108 at 4% or $156,072 at 6%; with 100% employer match about $175,581 at 4% or $117,054 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$119,129$28,093$14,047iApproximate average salary by contribution assumption: employee only about $351,163 at 4% or $234,108 at 6%; with 50% employer match about $234,108 at 4% or $156,072 at 6%; with 100% employer match about $175,581 at 4% or $117,054 at 6%.
200912$77,272$27,462$13,731iApproximate average salary by contribution assumption: employee only about $343,275 at 4% or $228,850 at 6%; with 50% employer match about $228,850 at 4% or $152,567 at 6%; with 100% employer match about $171,638 at 4% or $114,425 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$77,272$27,462$13,731iApproximate average salary by contribution assumption: employee only about $343,275 at 4% or $228,850 at 6%; with 50% employer match about $228,850 at 4% or $152,567 at 6%; with 100% employer match about $171,638 at 4% or $114,425 at 6%.
200812$32,396$27,098$13,549iApproximate average salary by contribution assumption: employee only about $338,725 at 4% or $225,817 at 6%; with 50% employer match about $225,817 at 4% or $150,544 at 6%; with 100% employer match about $169,363 at 4% or $112,908 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$32,396$27,098$13,549iApproximate average salary by contribution assumption: employee only about $338,725 at 4% or $225,817 at 6%; with 50% employer match about $225,817 at 4% or $150,544 at 6%; with 100% employer match about $169,363 at 4% or $112,908 at 6%.
200712$20,972$20,800$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
Rita T Barrison CPA 401 K Profit Sharing Plan Trust-2$20,972$20,800$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.