Civic Intelligence

Szymkowiak & Associates Cpas PC

Plan context: Szymkowiak 401(K) Plan

EIN 16-1600045 • Williamsville, NY • 16 filings • 2 plans

6325 Main StreetSuite 100Williamsville, NY 14221
Current Snapshot

Latest Year

2023

2023 Participants

57

2023 Assets

$8,146,634

2023 Contributions

$679,753

Historical Graphs

Total Assets Over Time

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

$8,933,762$4,466,881$0200820152022YearValue
$8,146,634Latest year 2022

Participants Over Time

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

57290200820152022YearValue
57Latest year 2022

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
202310$0$0-
Szymkowiak 401(K) Plan-0$0$0-
2022157$8,146,634$679,753$11,925iApproximate average salary by contribution assumption: employee only about $298,137 at 4% or $198,758 at 6%; with 50% employer match about $198,758 at 4% or $132,505 at 6%; with 100% employer match about $149,069 at 4% or $99,379 at 6%.
Szymkowiak 401(K) Plan-57$8,146,634$679,753$11,925iApproximate average salary by contribution assumption: employee only about $298,137 at 4% or $198,758 at 6%; with 50% employer match about $198,758 at 4% or $132,505 at 6%; with 100% employer match about $149,069 at 4% or $99,379 at 6%.
2021147$8,933,762$836,752$17,803iApproximate average salary by contribution assumption: employee only about $445,081 at 4% or $296,721 at 6%; with 50% employer match about $296,721 at 4% or $197,814 at 6%; with 100% employer match about $222,540 at 4% or $148,360 at 6%.
Szymkowiak 401(K) Plan-47$8,933,762$836,752$17,803iApproximate average salary by contribution assumption: employee only about $445,081 at 4% or $296,721 at 6%; with 50% employer match about $296,721 at 4% or $197,814 at 6%; with 100% employer match about $222,540 at 4% or $148,360 at 6%.
2020151$7,574,794$620,328$12,163iApproximate average salary by contribution assumption: employee only about $304,082 at 4% or $202,722 at 6%; with 50% employer match about $202,722 at 4% or $135,148 at 6%; with 100% employer match about $152,041 at 4% or $101,361 at 6%.
Szymkowiak 401(K) Plan-51$7,574,794$620,328$12,163iApproximate average salary by contribution assumption: employee only about $304,082 at 4% or $202,722 at 6%; with 50% employer match about $202,722 at 4% or $135,148 at 6%; with 100% employer match about $152,041 at 4% or $101,361 at 6%.
2019146$6,271,391$524,896$11,411iApproximate average salary by contribution assumption: employee only about $285,270 at 4% or $190,180 at 6%; with 50% employer match about $190,180 at 4% or $126,786 at 6%; with 100% employer match about $142,635 at 4% or $95,090 at 6%.
Szymkowiak 401(K) Plan-46$6,271,391$524,896$11,411iApproximate average salary by contribution assumption: employee only about $285,270 at 4% or $190,180 at 6%; with 50% employer match about $190,180 at 4% or $126,786 at 6%; with 100% employer match about $142,635 at 4% or $95,090 at 6%.
2018135$4,925,631$446,060$12,745iApproximate average salary by contribution assumption: employee only about $318,614 at 4% or $212,410 at 6%; with 50% employer match about $212,410 at 4% or $141,606 at 6%; with 100% employer match about $159,307 at 4% or $106,205 at 6%.
Szymkowiak 401(K) Plan-35$4,925,631$446,060$12,745iApproximate average salary by contribution assumption: employee only about $318,614 at 4% or $212,410 at 6%; with 50% employer match about $212,410 at 4% or $141,606 at 6%; with 100% employer match about $159,307 at 4% or $106,205 at 6%.
2017132$4,800,622$400,576$12,518iApproximate average salary by contribution assumption: employee only about $312,950 at 4% or $208,633 at 6%; with 50% employer match about $208,633 at 4% or $139,089 at 6%; with 100% employer match about $156,475 at 4% or $104,317 at 6%.
Szymkowiak 401(K) Plan-32$4,800,622$400,576$12,518iApproximate average salary by contribution assumption: employee only about $312,950 at 4% or $208,633 at 6%; with 50% employer match about $208,633 at 4% or $139,089 at 6%; with 100% employer match about $156,475 at 4% or $104,317 at 6%.
2016129$3,768,357$491,279$16,941iApproximate average salary by contribution assumption: employee only about $423,516 at 4% or $282,344 at 6%; with 50% employer match about $282,344 at 4% or $188,230 at 6%; with 100% employer match about $211,758 at 4% or $141,172 at 6%.
Szymkowiak 401(K) Plan-29$3,768,357$491,279$16,941iApproximate average salary by contribution assumption: employee only about $423,516 at 4% or $282,344 at 6%; with 50% employer match about $282,344 at 4% or $188,230 at 6%; with 100% employer match about $211,758 at 4% or $141,172 at 6%.
2015125$2,983,350$375,001$15,000iApproximate average salary by contribution assumption: employee only about $375,001 at 4% or $250,001 at 6%; with 50% employer match about $250,001 at 4% or $166,667 at 6%; with 100% employer match about $187,501 at 4% or $125,000 at 6%.
Szymkowiak 401(K) Plan-25$2,983,350$375,001$15,000iApproximate average salary by contribution assumption: employee only about $375,001 at 4% or $250,001 at 6%; with 50% employer match about $250,001 at 4% or $166,667 at 6%; with 100% employer match about $187,501 at 4% or $125,000 at 6%.
2014121$2,683,906$367,359$17,493iApproximate average salary by contribution assumption: employee only about $437,332 at 4% or $291,555 at 6%; with 50% employer match about $291,555 at 4% or $194,370 at 6%; with 100% employer match about $218,666 at 4% or $145,777 at 6%.
Szymkowiak 401(K) Plan-21$2,683,906$367,359$17,493iApproximate average salary by contribution assumption: employee only about $437,332 at 4% or $291,555 at 6%; with 50% employer match about $291,555 at 4% or $194,370 at 6%; with 100% employer match about $218,666 at 4% or $145,777 at 6%.
2013122$2,248,197$437,960$19,907iApproximate average salary by contribution assumption: employee only about $497,682 at 4% or $331,788 at 6%; with 50% employer match about $331,788 at 4% or $221,192 at 6%; with 100% employer match about $248,841 at 4% or $165,894 at 6%.
Szymkowiak 401(K) Plan-22$2,248,197$437,960$19,907iApproximate average salary by contribution assumption: employee only about $497,682 at 4% or $331,788 at 6%; with 50% employer match about $331,788 at 4% or $221,192 at 6%; with 100% employer match about $248,841 at 4% or $165,894 at 6%.
2012120$1,495,545$253,390$12,670iApproximate average salary by contribution assumption: employee only about $316,738 at 4% or $211,158 at 6%; with 50% employer match about $211,158 at 4% or $140,772 at 6%; with 100% employer match about $158,369 at 4% or $105,579 at 6%.
Szymkowiak 401(K) Plan-20$1,495,545$253,390$12,670iApproximate average salary by contribution assumption: employee only about $316,738 at 4% or $211,158 at 6%; with 50% employer match about $211,158 at 4% or $140,772 at 6%; with 100% employer match about $158,369 at 4% or $105,579 at 6%.
2011117$1,107,224$201,303$11,841iApproximate average salary by contribution assumption: employee only about $296,034 at 4% or $197,356 at 6%; with 50% employer match about $197,356 at 4% or $131,571 at 6%; with 100% employer match about $148,017 at 4% or $98,678 at 6%.
Szymkowiak 401(K) Plan-17$1,107,224$201,303$11,841iApproximate average salary by contribution assumption: employee only about $296,034 at 4% or $197,356 at 6%; with 50% employer match about $197,356 at 4% or $131,571 at 6%; with 100% employer match about $148,017 at 4% or $98,678 at 6%.
2010118$1,097,130$246,867$13,715iApproximate average salary by contribution assumption: employee only about $342,871 at 4% or $228,581 at 6%; with 50% employer match about $228,581 at 4% or $152,387 at 6%; with 100% employer match about $171,435 at 4% or $114,290 at 6%.
Szymkowiak 401(K) Plan-18$1,097,130$246,867$13,715iApproximate average salary by contribution assumption: employee only about $342,871 at 4% or $228,581 at 6%; with 50% employer match about $228,581 at 4% or $152,387 at 6%; with 100% employer match about $171,435 at 4% or $114,290 at 6%.
2009119$792,249$365,741$19,250iApproximate average salary by contribution assumption: employee only about $481,238 at 4% or $320,825 at 6%; with 50% employer match about $320,825 at 4% or $213,884 at 6%; with 100% employer match about $240,619 at 4% or $160,413 at 6%.
Szymkowiak 401(K) Plan-19$792,249$365,741$19,250iApproximate average salary by contribution assumption: employee only about $481,238 at 4% or $320,825 at 6%; with 50% employer match about $320,825 at 4% or $213,884 at 6%; with 100% employer match about $240,619 at 4% or $160,413 at 6%.
2008117$317,065$433,521$25,501iApproximate average salary by contribution assumption: employee only about $637,531 at 4% or $425,021 at 6%; with 50% employer match about $425,021 at 4% or $283,347 at 6%; with 100% employer match about $318,765 at 4% or $212,510 at 6%.
Szymkowiak 401(K) Plan-17$317,065$433,521$25,501iApproximate average salary by contribution assumption: employee only about $637,531 at 4% or $425,021 at 6%; with 50% employer match about $425,021 at 4% or $283,347 at 6%; with 100% employer match about $318,765 at 4% or $212,510 at 6%.