James K. Duerr, CPA PC. 401K Plan
Plan context: James K. Duerr, CPA PC. 401K Plan
EIN 11-3588581 • Orlando, FL • 18 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$775,640
2024 Contributions
$7,500
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 | 2 | $775,640 | $0 | - |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $775,640 | - | - |
| 2023 | 1 | 1 | $719,663 | $0 | - |
| James K. Duerr, CPA PC. 401K Plan | - | 1 | $719,663 | - | - |
| 2022 | 1 | 1 | $641,110 | $0 | - |
| James K. Duerr, CPA PC. 401K Plan | - | 1 | $641,110 | - | - |
| 2021 | 1 | 1 | $812,936 | $7,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 1 | $812,936 | $7,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2020 | 1 | 1 | $703,718 | $29,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 1 | $703,718 | $29,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| 2019 | 1 | 1 | $598,061 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 1 | $598,061 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2018 | 1 | 1 | $479,505 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 1 | $479,505 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2017 | 1 | 1 | $523,857 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 1 | $523,857 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2016 | 1 | 1 | $485,910 | $44,037 | $44,037iApproximate average salary by contribution assumption: employee only about $1,100,925 at 4% or $733,950 at 6%; with 50% employer match about $733,950 at 4% or $489,300 at 6%; with 100% employer match about $550,463 at 4% or $366,975 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 1 | $485,910 | $44,037 | $44,037iApproximate average salary by contribution assumption: employee only about $1,100,925 at 4% or $733,950 at 6%; with 50% employer match about $733,950 at 4% or $489,300 at 6%; with 100% employer match about $550,463 at 4% or $366,975 at 6%. |
| 2015 | 1 | 2 | $421,363 | $53,375 | $26,688iApproximate average salary by contribution assumption: employee only about $667,188 at 4% or $444,792 at 6%; with 50% employer match about $444,792 at 4% or $296,528 at 6%; with 100% employer match about $333,594 at 4% or $222,396 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $421,363 | $53,375 | $26,688iApproximate average salary by contribution assumption: employee only about $667,188 at 4% or $444,792 at 6%; with 50% employer match about $444,792 at 4% or $296,528 at 6%; with 100% employer match about $333,594 at 4% or $222,396 at 6%. |
| 2014 | 1 | 2 | $374,480 | $49,500 | $24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $374,480 | $49,500 | $24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%. |
| 2013 | 1 | 2 | $313,368 | $31,700 | $15,850iApproximate average salary by contribution assumption: employee only about $396,250 at 4% or $264,167 at 6%; with 50% employer match about $264,167 at 4% or $176,111 at 6%; with 100% employer match about $198,125 at 4% or $132,083 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $313,368 | $31,700 | $15,850iApproximate average salary by contribution assumption: employee only about $396,250 at 4% or $264,167 at 6%; with 50% employer match about $264,167 at 4% or $176,111 at 6%; with 100% employer match about $198,125 at 4% or $132,083 at 6%. |
| 2012 | 1 | 2 | $225,034 | $38,200 | $19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $225,034 | $38,200 | $19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%. |
| 2011 | 1 | 2 | $167,456 | $38,200 | $19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $167,456 | $38,200 | $19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%. |
| 2010 | 1 | 2 | $134,641 | $32,200 | $16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $134,641 | $32,200 | $16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%. |
| 2009 | 1 | 2 | $82,844 | $35,750 | $17,875iApproximate average salary by contribution assumption: employee only about $446,875 at 4% or $297,917 at 6%; with 50% employer match about $297,917 at 4% or $198,611 at 6%; with 100% employer match about $223,438 at 4% or $148,958 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $82,844 | $35,750 | $17,875iApproximate average salary by contribution assumption: employee only about $446,875 at 4% or $297,917 at 6%; with 50% employer match about $297,917 at 4% or $198,611 at 6%; with 100% employer match about $223,438 at 4% or $148,958 at 6%. |
| 2008 | 1 | 2 | $44,743 | $30,980 | $15,490iApproximate average salary by contribution assumption: employee only about $387,250 at 4% or $258,167 at 6%; with 50% employer match about $258,167 at 4% or $172,111 at 6%; with 100% employer match about $193,625 at 4% or $129,083 at 6%. |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | $44,743 | $30,980 | $15,490iApproximate average salary by contribution assumption: employee only about $387,250 at 4% or $258,167 at 6%; with 50% employer match about $258,167 at 4% or $172,111 at 6%; with 100% employer match about $193,625 at 4% or $129,083 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| James K. Duerr, CPA PC. 401K Plan | - | 2 | - | - | - |