Civic Intelligence

ACCUTAX INCORPORATED

Plan context: ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-1628804 • Schaumburg, IL • 15 filings • 2 plans

953 North Plum Grove RoadUnit BSchaumburg, IL 60173
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,278,548

2024 Contributions

$135,170

Historical Graphs

Total Assets Over Time

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

$2,359,926$1,179,963$0201520202024YearValue
$1,278,548Latest year 2024

Participants Over Time

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

1260201520202024YearValue
9Latest 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
202429$1,278,548$135,170$15,019iApproximate average salary by contribution assumption: employee only about $375,472 at 4% or $250,315 at 6%; with 50% employer match about $250,315 at 4% or $166,877 at 6%; with 100% employer match about $187,736 at 4% or $125,157 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-9$1,278,548$135,170$15,019iApproximate average salary by contribution assumption: employee only about $375,472 at 4% or $250,315 at 6%; with 50% employer match about $250,315 at 4% or $166,877 at 6%; with 100% employer match about $187,736 at 4% or $125,157 at 6%.
ACCUTAX INCORPORATED CASH BALANCE PLAN & TRUST-0$0$0-
2023210$2,359,926$477,252$47,725iApproximate average salary by contribution assumption: employee only about $1,193,130 at 4% or $795,420 at 6%; with 50% employer match about $795,420 at 4% or $530,280 at 6%; with 100% employer match about $596,565 at 4% or $397,710 at 6%.
ACCUTAX INCORPORATED CASH BALANCE PLAN & TRUST-9$1,304,338$420,911$46,768iApproximate average salary by contribution assumption: employee only about $1,169,197 at 4% or $779,465 at 6%; with 50% employer match about $779,465 at 4% or $519,643 at 6%; with 100% employer match about $584,599 at 4% or $389,732 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-10$1,055,588$56,341$5,634iApproximate average salary by contribution assumption: employee only about $140,853 at 4% or $93,902 at 6%; with 50% employer match about $93,902 at 4% or $62,601 at 6%; with 100% employer match about $70,426 at 4% or $46,951 at 6%.
2022212$1,650,538$438,107$36,509iApproximate average salary by contribution assumption: employee only about $912,723 at 4% or $608,482 at 6%; with 50% employer match about $608,482 at 4% or $405,655 at 6%; with 100% employer match about $456,361 at 4% or $304,241 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-12$861,294$128,344$10,695iApproximate average salary by contribution assumption: employee only about $267,383 at 4% or $178,256 at 6%; with 50% employer match about $178,256 at 4% or $118,837 at 6%; with 100% employer match about $133,692 at 4% or $89,128 at 6%.
ACCUTAX INCORPORATED CASH BALANCE PLAN & TRUST-8$789,244$309,763$38,720iApproximate average salary by contribution assumption: employee only about $968,009 at 4% or $645,340 at 6%; with 50% employer match about $645,340 at 4% or $430,226 at 6%; with 100% employer match about $484,005 at 4% or $322,670 at 6%.
2021211$1,488,312$306,813$27,892iApproximate average salary by contribution assumption: employee only about $697,302 at 4% or $464,868 at 6%; with 50% employer match about $464,868 at 4% or $309,912 at 6%; with 100% employer match about $348,651 at 4% or $232,434 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-11$961,132$86,156$7,832iApproximate average salary by contribution assumption: employee only about $195,809 at 4% or $130,539 at 6%; with 50% employer match about $130,539 at 4% or $87,026 at 6%; with 100% employer match about $97,905 at 4% or $65,270 at 6%.
ACCUTAX INCORPORATED CASH BALANCE PLAN & TRUST-6$527,180$220,657$36,776iApproximate average salary by contribution assumption: employee only about $919,404 at 4% or $612,936 at 6%; with 50% employer match about $612,936 at 4% or $408,624 at 6%; with 100% employer match about $459,702 at 4% or $306,468 at 6%.
2020212$1,079,976$389,660$32,472iApproximate average salary by contribution assumption: employee only about $811,792 at 4% or $541,194 at 6%; with 50% employer match about $541,194 at 4% or $360,796 at 6%; with 100% employer match about $405,896 at 4% or $270,597 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-12$775,969$85,653$7,138iApproximate average salary by contribution assumption: employee only about $178,444 at 4% or $118,963 at 6%; with 50% employer match about $118,963 at 4% or $79,308 at 6%; with 100% employer match about $89,222 at 4% or $59,481 at 6%.
ACCUTAX INCORPORATED CASH BALANCE PLAN & TRUST-6$304,007$304,007$50,668iApproximate average salary by contribution assumption: employee only about $1,266,696 at 4% or $844,464 at 6%; with 50% employer match about $844,464 at 4% or $562,976 at 6%; with 100% employer match about $633,348 at 4% or $422,232 at 6%.
2019112$576,866$141,997$11,833iApproximate average salary by contribution assumption: employee only about $295,827 at 4% or $197,218 at 6%; with 50% employer match about $197,218 at 4% or $131,479 at 6%; with 100% employer match about $147,914 at 4% or $98,609 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-12$576,866$141,997$11,833iApproximate average salary by contribution assumption: employee only about $295,827 at 4% or $197,218 at 6%; with 50% employer match about $197,218 at 4% or $131,479 at 6%; with 100% employer match about $147,914 at 4% or $98,609 at 6%.
2018110$361,656$126,938$12,694iApproximate average salary by contribution assumption: employee only about $317,345 at 4% or $211,563 at 6%; with 50% employer match about $211,563 at 4% or $141,042 at 6%; with 100% employer match about $158,673 at 4% or $105,782 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-10$361,656$126,938$12,694iApproximate average salary by contribution assumption: employee only about $317,345 at 4% or $211,563 at 6%; with 50% employer match about $211,563 at 4% or $141,042 at 6%; with 100% employer match about $158,673 at 4% or $105,782 at 6%.
201719$266,382$98,771$10,975iApproximate average salary by contribution assumption: employee only about $274,364 at 4% or $182,909 at 6%; with 50% employer match about $182,909 at 4% or $121,940 at 6%; with 100% employer match about $137,182 at 4% or $91,455 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-9$266,382$98,771$10,975iApproximate average salary by contribution assumption: employee only about $274,364 at 4% or $182,909 at 6%; with 50% employer match about $182,909 at 4% or $121,940 at 6%; with 100% employer match about $137,182 at 4% or $91,455 at 6%.
201616$145,447$95,825$15,971iApproximate average salary by contribution assumption: employee only about $399,271 at 4% or $266,181 at 6%; with 50% employer match about $266,181 at 4% or $177,454 at 6%; with 100% employer match about $199,635 at 4% or $133,090 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-6$145,447$95,825$15,971iApproximate average salary by contribution assumption: employee only about $399,271 at 4% or $266,181 at 6%; with 50% employer match about $266,181 at 4% or $177,454 at 6%; with 100% employer match about $199,635 at 4% or $133,090 at 6%.
201516$47,594$47,611$7,935iApproximate average salary by contribution assumption: employee only about $198,379 at 4% or $132,253 at 6%; with 50% employer match about $132,253 at 4% or $88,169 at 6%; with 100% employer match about $99,190 at 4% or $66,126 at 6%.
ACCUTAX INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-6$47,594$47,611$7,935iApproximate average salary by contribution assumption: employee only about $198,379 at 4% or $132,253 at 6%; with 50% employer match about $132,253 at 4% or $88,169 at 6%; with 100% employer match about $99,190 at 4% or $66,126 at 6%.