Civic Intelligence

Stephen Gaudino, CPA, Cfp PC

Plan context: Stephen Gaudino, CPA, Cfp PC 401(K) Plan

EIN 16-1312665 • Rochester, NY • 16 filings • 1 plans

780 Fetzner Road, Suite BRochester, NY 14626-5109
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,187,371

2024 Contributions

$112,627

Historical Graphs

Total Assets Over Time

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

$2,187,371$1,093,686$0200920172024YearValue
$2,187,371Latest year 2024

Participants Over Time

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

840200920172024YearValue
7Latest 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
202417$2,187,371$112,627$16,090iApproximate average salary by contribution assumption: employee only about $402,239 at 4% or $268,160 at 6%; with 50% employer match about $268,160 at 4% or $178,773 at 6%; with 100% employer match about $201,120 at 4% or $134,080 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-7$2,187,371$112,627$16,090iApproximate average salary by contribution assumption: employee only about $402,239 at 4% or $268,160 at 6%; with 50% employer match about $268,160 at 4% or $178,773 at 6%; with 100% employer match about $201,120 at 4% or $134,080 at 6%.
202318$1,810,265$105,466$13,183iApproximate average salary by contribution assumption: employee only about $329,581 at 4% or $219,721 at 6%; with 50% employer match about $219,721 at 4% or $146,481 at 6%; with 100% employer match about $164,791 at 4% or $109,860 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-8$1,810,265$105,466$13,183iApproximate average salary by contribution assumption: employee only about $329,581 at 4% or $219,721 at 6%; with 50% employer match about $219,721 at 4% or $146,481 at 6%; with 100% employer match about $164,791 at 4% or $109,860 at 6%.
202218$1,318,676$106,872$13,359iApproximate average salary by contribution assumption: employee only about $333,975 at 4% or $222,650 at 6%; with 50% employer match about $222,650 at 4% or $148,433 at 6%; with 100% employer match about $166,988 at 4% or $111,325 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-8$1,318,676$106,872$13,359iApproximate average salary by contribution assumption: employee only about $333,975 at 4% or $222,650 at 6%; with 50% employer match about $222,650 at 4% or $148,433 at 6%; with 100% employer match about $166,988 at 4% or $111,325 at 6%.
202117$1,674,673$93,754$13,393iApproximate average salary by contribution assumption: employee only about $334,836 at 4% or $223,224 at 6%; with 50% employer match about $223,224 at 4% or $148,816 at 6%; with 100% employer match about $167,418 at 4% or $111,612 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-7$1,674,673$93,754$13,393iApproximate average salary by contribution assumption: employee only about $334,836 at 4% or $223,224 at 6%; with 50% employer match about $223,224 at 4% or $148,816 at 6%; with 100% employer match about $167,418 at 4% or $111,612 at 6%.
202017$1,327,815$84,979$12,140iApproximate average salary by contribution assumption: employee only about $303,496 at 4% or $202,331 at 6%; with 50% employer match about $202,331 at 4% or $134,887 at 6%; with 100% employer match about $151,748 at 4% or $101,165 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-7$1,327,815$84,979$12,140iApproximate average salary by contribution assumption: employee only about $303,496 at 4% or $202,331 at 6%; with 50% employer match about $202,331 at 4% or $134,887 at 6%; with 100% employer match about $151,748 at 4% or $101,165 at 6%.
201915$988,459$87,183$17,437iApproximate average salary by contribution assumption: employee only about $435,915 at 4% or $290,610 at 6%; with 50% employer match about $290,610 at 4% or $193,740 at 6%; with 100% employer match about $217,957 at 4% or $145,305 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-5$988,459$87,183$17,437iApproximate average salary by contribution assumption: employee only about $435,915 at 4% or $290,610 at 6%; with 50% employer match about $290,610 at 4% or $193,740 at 6%; with 100% employer match about $217,957 at 4% or $145,305 at 6%.
201815$707,343$83,962$16,792iApproximate average salary by contribution assumption: employee only about $419,810 at 4% or $279,873 at 6%; with 50% employer match about $279,873 at 4% or $186,582 at 6%; with 100% employer match about $209,905 at 4% or $139,937 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-5$707,343$83,962$16,792iApproximate average salary by contribution assumption: employee only about $419,810 at 4% or $279,873 at 6%; with 50% employer match about $279,873 at 4% or $186,582 at 6%; with 100% employer match about $209,905 at 4% or $139,937 at 6%.
201715$660,237$83,228$16,646iApproximate average salary by contribution assumption: employee only about $416,140 at 4% or $277,427 at 6%; with 50% employer match about $277,427 at 4% or $184,951 at 6%; with 100% employer match about $208,070 at 4% or $138,713 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-5$660,237$83,228$16,646iApproximate average salary by contribution assumption: employee only about $416,140 at 4% or $277,427 at 6%; with 50% employer match about $277,427 at 4% or $184,951 at 6%; with 100% employer match about $208,070 at 4% or $138,713 at 6%.
201615$462,230$76,641$15,328iApproximate average salary by contribution assumption: employee only about $383,205 at 4% or $255,470 at 6%; with 50% employer match about $255,470 at 4% or $170,313 at 6%; with 100% employer match about $191,603 at 4% or $127,735 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-5$462,230$76,641$15,328iApproximate average salary by contribution assumption: employee only about $383,205 at 4% or $255,470 at 6%; with 50% employer match about $255,470 at 4% or $170,313 at 6%; with 100% employer match about $191,603 at 4% or $127,735 at 6%.
201514$352,643$64,859$16,215iApproximate average salary by contribution assumption: employee only about $405,369 at 4% or $270,246 at 6%; with 50% employer match about $270,246 at 4% or $180,164 at 6%; with 100% employer match about $202,684 at 4% or $135,123 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-4$352,643$64,859$16,215iApproximate average salary by contribution assumption: employee only about $405,369 at 4% or $270,246 at 6%; with 50% employer match about $270,246 at 4% or $180,164 at 6%; with 100% employer match about $202,684 at 4% or $135,123 at 6%.
201413$287,694$49,820$16,607iApproximate average salary by contribution assumption: employee only about $415,167 at 4% or $276,778 at 6%; with 50% employer match about $276,778 at 4% or $184,519 at 6%; with 100% employer match about $207,583 at 4% or $138,389 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-3$287,694$49,820$16,607iApproximate average salary by contribution assumption: employee only about $415,167 at 4% or $276,778 at 6%; with 50% employer match about $276,778 at 4% or $184,519 at 6%; with 100% employer match about $207,583 at 4% or $138,389 at 6%.
201312$224,560$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-2$224,560$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
201212$145,583$47,750$23,875iApproximate average salary by contribution assumption: employee only about $596,875 at 4% or $397,917 at 6%; with 50% employer match about $397,917 at 4% or $265,278 at 6%; with 100% employer match about $298,438 at 4% or $198,958 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-2$145,583$47,750$23,875iApproximate average salary by contribution assumption: employee only about $596,875 at 4% or $397,917 at 6%; with 50% employer match about $397,917 at 4% or $265,278 at 6%; with 100% employer match about $298,438 at 4% or $198,958 at 6%.
201112$83,958$39,300$19,650iApproximate average salary by contribution assumption: employee only about $491,250 at 4% or $327,500 at 6%; with 50% employer match about $327,500 at 4% or $218,333 at 6%; with 100% employer match about $245,625 at 4% or $163,750 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-2$83,958$39,300$19,650iApproximate average salary by contribution assumption: employee only about $491,250 at 4% or $327,500 at 6%; with 50% employer match about $327,500 at 4% or $218,333 at 6%; with 100% employer match about $245,625 at 4% or $163,750 at 6%.
201012$48,483$17,228$8,614iApproximate average salary by contribution assumption: employee only about $215,350 at 4% or $143,567 at 6%; with 50% employer match about $143,567 at 4% or $95,711 at 6%; with 100% employer match about $107,675 at 4% or $71,783 at 6%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-2$48,483$17,228$8,614iApproximate average salary by contribution assumption: employee only about $215,350 at 4% or $143,567 at 6%; with 50% employer match about $143,567 at 4% or $95,711 at 6%; with 100% employer match about $107,675 at 4% or $71,783 at 6%.
200912$23,639$24,000$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%.
Stephen Gaudino, CPA, Cfp PC 401(K) Plan-2$23,639$24,000$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%.