CPA Advisory Group Inc.
Plan context: CPA Advisory Group Employee Stock Ownership Plan
EIN 20-0335930 • Columbus, OH • 4 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
6
2019 Assets
$296,488
2019 Contributions
$104,525
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| CPA Advisory Group Employee Stock Ownership Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 6 | $296,488 | $104,525 | $17,421iApproximate average salary by contribution assumption: employee only about $435,521 at 4% or $290,347 at 6%; with 50% employer match about $290,347 at 4% or $193,565 at 6%; with 100% employer match about $217,760 at 4% or $145,174 at 6%. |
| CPA Advisory Group Employee Stock Ownership Plan | - | 6 | $296,488 | $104,525 | $17,421iApproximate average salary by contribution assumption: employee only about $435,521 at 4% or $290,347 at 6%; with 50% employer match about $290,347 at 4% or $193,565 at 6%; with 100% employer match about $217,760 at 4% or $145,174 at 6%. |
| 2017 | 1 | 5 | $207,036 | $95,100 | $19,020iApproximate average salary by contribution assumption: employee only about $475,500 at 4% or $317,000 at 6%; with 50% employer match about $317,000 at 4% or $211,333 at 6%; with 100% employer match about $237,750 at 4% or $158,500 at 6%. |
| CPA Advisory Group Employee Stock Ownership Plan | - | 5 | $207,036 | $95,100 | $19,020iApproximate average salary by contribution assumption: employee only about $475,500 at 4% or $317,000 at 6%; with 50% employer match about $317,000 at 4% or $211,333 at 6%; with 100% employer match about $237,750 at 4% or $158,500 at 6%. |
| 2016 | 1 | 8 | $106,000 | $106,000 | $13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%. |
| CPA Advisory Group Employee Stock Ownership Plan | - | 8 | $106,000 | $106,000 | $13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%. |