Caswell & Associates, Cpas PC
Plan context: Caswell & Associates, Cpas Profit Sharing / 401K Plan
EIN 16-1287780 • 5 filings • 5 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$1,119
2003 Contributions
$24,070
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Caswell & Associates, Cpas Profit Sharing / 401K Plan | - | 0 | - | - | - |
| 2002 | 1 | 1 | $1,119 | $0 | - |
| Caswell & Associates, Cpas Profit Sharing / 401K Plan | - | 1 | $1,119 | - | - |
| 2001 | 1 | 0 | $331,136 | $24,070 | - |
| Caswell & Associates, Cpas Profit Sharing / 401K Plan | - | 0 | $331,136 | $24,070 | - |
| 2000 | 1 | 9 | $344,444 | $46,407 | $5,156iApproximate average salary by contribution assumption: employee only about $128,908 at 4% or $85,939 at 6%; with 50% employer match about $85,939 at 4% or $57,293 at 6%; with 100% employer match about $64,454 at 4% or $42,969 at 6%. |
| Caswell & Associates, Cpas Profit Sharing / 401K Plan | - | 9 | $344,444 | $46,407 | $5,156iApproximate average salary by contribution assumption: employee only about $128,908 at 4% or $85,939 at 6%; with 50% employer match about $85,939 at 4% or $57,293 at 6%; with 100% employer match about $64,454 at 4% or $42,969 at 6%. |
| 1999 | 1 | 4 | $307,467 | $17,645 | $4,411iApproximate average salary by contribution assumption: employee only about $110,281 at 4% or $73,521 at 6%; with 50% employer match about $73,521 at 4% or $49,014 at 6%; with 100% employer match about $55,141 at 4% or $36,760 at 6%. |
| Caswell & Associates, Cpas Profit Sharing / 401K Plan | - | 4 | $307,467 | $17,645 | $4,411iApproximate average salary by contribution assumption: employee only about $110,281 at 4% or $73,521 at 6%; with 50% employer match about $73,521 at 4% or $49,014 at 6%; with 100% employer match about $55,141 at 4% or $36,760 at 6%. |