Civic Intelligence

Lebensbaum & Russo, CPAs

Plan context: American Institute of Certified Public Accountants Retirement Plan

EIN 11-2637560 • Levittown, NY • 13 filings • 2 plans

3601 Hempstead Turnpike, Suite 210Levittown, NY 11756
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$1,216,052

2012 Contributions

$12,733

Historical Graphs

Total Assets Over Time

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

$1,216,052$608,026$0200220062011YearValue
$1,216,052Latest year 2011

Participants Over Time

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

530200020062011YearValue
5Latest year 2011

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
201210$0$12,733-
American Institute of Certified Public Accountants Retirement Plan-0$0$12,733-
201115$1,216,052$39,812$7,962iApproximate average salary by contribution assumption: employee only about $199,060 at 4% or $132,707 at 6%; with 50% employer match about $132,707 at 4% or $88,471 at 6%; with 100% employer match about $99,530 at 4% or $66,353 at 6%.
American Institute of Certified Public Accountants Retirement Plan-5$1,216,052$39,812$7,962iApproximate average salary by contribution assumption: employee only about $199,060 at 4% or $132,707 at 6%; with 50% employer match about $132,707 at 4% or $88,471 at 6%; with 100% employer match about $99,530 at 4% or $66,353 at 6%.
201015$1,169,120$40,305$8,061iApproximate average salary by contribution assumption: employee only about $201,525 at 4% or $134,350 at 6%; with 50% employer match about $134,350 at 4% or $89,567 at 6%; with 100% employer match about $100,763 at 4% or $67,175 at 6%.
American Institute of Certified Public Accountants Retirement Plan-5$1,169,120$40,305$8,061iApproximate average salary by contribution assumption: employee only about $201,525 at 4% or $134,350 at 6%; with 50% employer match about $134,350 at 4% or $89,567 at 6%; with 100% employer match about $100,763 at 4% or $67,175 at 6%.
200915$967,733$37,757$7,551iApproximate average salary by contribution assumption: employee only about $188,785 at 4% or $125,857 at 6%; with 50% employer match about $125,857 at 4% or $83,904 at 6%; with 100% employer match about $94,393 at 4% or $62,928 at 6%.
American Institute of Certified Public Accountants Retirement Plan-5$967,733$37,757$7,551iApproximate average salary by contribution assumption: employee only about $188,785 at 4% or $125,857 at 6%; with 50% employer match about $125,857 at 4% or $83,904 at 6%; with 100% employer match about $94,393 at 4% or $62,928 at 6%.
200814$0$56,638$14,160iApproximate average salary by contribution assumption: employee only about $353,988 at 4% or $235,992 at 6%; with 50% employer match about $235,992 at 4% or $157,328 at 6%; with 100% employer match about $176,994 at 4% or $117,996 at 6%.
American Institute of Certified Public Accountants Retirement Plan-4-$56,638$14,160iApproximate average salary by contribution assumption: employee only about $353,988 at 4% or $235,992 at 6%; with 50% employer match about $235,992 at 4% or $157,328 at 6%; with 100% employer match about $176,994 at 4% or $117,996 at 6%.
200714$0$0-
American Institute of Certified Public Accountants Retirement Plan-4---
200614$886,793$37,329$9,332iApproximate average salary by contribution assumption: employee only about $233,306 at 4% or $155,538 at 6%; with 50% employer match about $155,538 at 4% or $103,692 at 6%; with 100% employer match about $116,653 at 4% or $77,769 at 6%.
American Institute of Certified Public Accountants Retirement Plan-4$886,793$37,329$9,332iApproximate average salary by contribution assumption: employee only about $233,306 at 4% or $155,538 at 6%; with 50% employer match about $155,538 at 4% or $103,692 at 6%; with 100% employer match about $116,653 at 4% or $77,769 at 6%.
200514$723,420$39,622$9,906iApproximate average salary by contribution assumption: employee only about $247,638 at 4% or $165,092 at 6%; with 50% employer match about $165,092 at 4% or $110,061 at 6%; with 100% employer match about $123,819 at 4% or $82,546 at 6%.
American Institute of Certified Public Accountants Retirement Plan-4$723,420$39,622$9,906iApproximate average salary by contribution assumption: employee only about $247,638 at 4% or $165,092 at 6%; with 50% employer match about $165,092 at 4% or $110,061 at 6%; with 100% employer match about $123,819 at 4% or $82,546 at 6%.
200414$613,969$32,456$8,114iApproximate average salary by contribution assumption: employee only about $202,850 at 4% or $135,233 at 6%; with 50% employer match about $135,233 at 4% or $90,156 at 6%; with 100% employer match about $101,425 at 4% or $67,617 at 6%.
American Institute of Certified Public Accountants Retirement Plan-4$613,969$32,456$8,114iApproximate average salary by contribution assumption: employee only about $202,850 at 4% or $135,233 at 6%; with 50% employer match about $135,233 at 4% or $90,156 at 6%; with 100% employer match about $101,425 at 4% or $67,617 at 6%.
200315$561,581$24,525$4,905iApproximate average salary by contribution assumption: employee only about $122,625 at 4% or $81,750 at 6%; with 50% employer match about $81,750 at 4% or $54,500 at 6%; with 100% employer match about $61,313 at 4% or $40,875 at 6%.
American Institute of Certified Public Accountants Retirement Plan-5$561,581$24,525$4,905iApproximate average salary by contribution assumption: employee only about $122,625 at 4% or $81,750 at 6%; with 50% employer match about $81,750 at 4% or $54,500 at 6%; with 100% employer match about $61,313 at 4% or $40,875 at 6%.
200214$424,587$23,954$5,989iApproximate average salary by contribution assumption: employee only about $149,713 at 4% or $99,808 at 6%; with 50% employer match about $99,808 at 4% or $66,539 at 6%; with 100% employer match about $74,856 at 4% or $49,904 at 6%.
American Institute of Certified Public Accountants Retirement Plan-4$424,587$23,954$5,989iApproximate average salary by contribution assumption: employee only about $149,713 at 4% or $99,808 at 6%; with 50% employer match about $99,808 at 4% or $66,539 at 6%; with 100% employer match about $74,856 at 4% or $49,904 at 6%.
200110$0$0-
American Institute of Certified Public Accountants Retirement Plan-0---
200015$0$0-
American Institute of Certified Public Accountants Retirement Plan-5---