Steven L. Lopata, CPA Ltd
Plan context: Self-Employed 401(K) for Steven L. Lopata
EIN 20-0397855 • 6 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$809,527
2023 Contributions
$43,750
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $809,527 | $43,750 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| Self-Employed 401(K) for Steven L. Lopata | - | 1 | $809,527 | $43,750 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| 2022 | 1 | 1 | $625,334 | $26,750 | $26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%. |
| Self-Employed 401(K) for Steven L. Lopata | - | 1 | $625,334 | $26,750 | $26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%. |
| 2021 | 1 | 1 | $883,459 | $41,250 | $41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%. |
| Self-Employed 401(K) for Steven L. Lopata | - | 1 | $883,459 | $41,250 | $41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%. |
| 2020 | 1 | 0 | $773,280 | $37,500 | - |
| Self-Employed 401(K) for Steven L. Lopata | - | - | $773,280 | $37,500 | - |
| 2019 | 1 | 1 | $521,777 | $37,250 | $37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%. |
| Self-Employed 401(K) for Steven L. Lopata | - | 1 | $521,777 | $37,250 | $37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%. |
| 2018 | 1 | 0 | $262,144 | $0 | - |
| Self-Employed 401(K) for Steven L. Lopata | - | 0 | $262,144 | - | - |