Civic Intelligence

Joan E Stoner CPA

Plan context: Joan E Stoner CPA 401K Profit Sharing Plan

EIN 20-1902239 • Chico, CA • 16 filings • 4 plans

3120 Cohasset Road Suite 8Chico, CA 95973
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$776,303

2021 Contributions

$26,000

Historical Graphs

Total Assets Over Time

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

$875,190$437,595$0200620142020YearValue
$776,303Latest year 2020

Participants Over Time

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

630200620132020YearValue
3Latest year 2020

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
202110$0$0-
Joan E Stoner CPA 401K Profit Sharing Plan-0$0$0-
202013$776,303$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-3$776,303$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
201916$875,190$38,200$6,367iApproximate average salary by contribution assumption: employee only about $159,167 at 4% or $106,111 at 6%; with 50% employer match about $106,111 at 4% or $70,741 at 6%; with 100% employer match about $79,583 at 4% or $53,056 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-6$875,190$38,200$6,367iApproximate average salary by contribution assumption: employee only about $159,167 at 4% or $106,111 at 6%; with 50% employer match about $106,111 at 4% or $70,741 at 6%; with 100% employer match about $79,583 at 4% or $53,056 at 6%.
201816$738,638$52,151$8,692iApproximate average salary by contribution assumption: employee only about $217,296 at 4% or $144,864 at 6%; with 50% employer match about $144,864 at 4% or $96,576 at 6%; with 100% employer match about $108,648 at 4% or $72,432 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-6$738,638$52,151$8,692iApproximate average salary by contribution assumption: employee only about $217,296 at 4% or $144,864 at 6%; with 50% employer match about $144,864 at 4% or $96,576 at 6%; with 100% employer match about $108,648 at 4% or $72,432 at 6%.
201716$745,326$47,598$7,933iApproximate average salary by contribution assumption: employee only about $198,325 at 4% or $132,217 at 6%; with 50% employer match about $132,217 at 4% or $88,144 at 6%; with 100% employer match about $99,163 at 4% or $66,108 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-6$745,326$47,598$7,933iApproximate average salary by contribution assumption: employee only about $198,325 at 4% or $132,217 at 6%; with 50% employer match about $132,217 at 4% or $88,144 at 6%; with 100% employer match about $99,163 at 4% or $66,108 at 6%.
201616$611,520$59,620$9,937iApproximate average salary by contribution assumption: employee only about $248,417 at 4% or $165,611 at 6%; with 50% employer match about $165,611 at 4% or $110,407 at 6%; with 100% employer match about $124,208 at 4% or $82,806 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-6$611,520$59,620$9,937iApproximate average salary by contribution assumption: employee only about $248,417 at 4% or $165,611 at 6%; with 50% employer match about $165,611 at 4% or $110,407 at 6%; with 100% employer match about $124,208 at 4% or $82,806 at 6%.
201516$512,294$66,844$11,141iApproximate average salary by contribution assumption: employee only about $278,517 at 4% or $185,678 at 6%; with 50% employer match about $185,678 at 4% or $123,785 at 6%; with 100% employer match about $139,258 at 4% or $92,839 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-6$512,294$66,844$11,141iApproximate average salary by contribution assumption: employee only about $278,517 at 4% or $185,678 at 6%; with 50% employer match about $185,678 at 4% or $123,785 at 6%; with 100% employer match about $139,258 at 4% or $92,839 at 6%.
201414$456,916$28,925$7,231iApproximate average salary by contribution assumption: employee only about $180,781 at 4% or $120,521 at 6%; with 50% employer match about $120,521 at 4% or $80,347 at 6%; with 100% employer match about $90,391 at 4% or $60,260 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-4$456,916$28,925$7,231iApproximate average salary by contribution assumption: employee only about $180,781 at 4% or $120,521 at 6%; with 50% employer match about $120,521 at 4% or $80,347 at 6%; with 100% employer match about $90,391 at 4% or $60,260 at 6%.
201314$418,180$40,198$10,050iApproximate average salary by contribution assumption: employee only about $251,238 at 4% or $167,492 at 6%; with 50% employer match about $167,492 at 4% or $111,661 at 6%; with 100% employer match about $125,619 at 4% or $83,746 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-4$418,180$40,198$10,050iApproximate average salary by contribution assumption: employee only about $251,238 at 4% or $167,492 at 6%; with 50% employer match about $167,492 at 4% or $111,661 at 6%; with 100% employer match about $125,619 at 4% or $83,746 at 6%.
201214$316,268$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-4$316,268$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201112$224,655$6,200$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-2$224,655$6,200$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
201013$243,388$6,903$2,301iApproximate average salary by contribution assumption: employee only about $57,525 at 4% or $38,350 at 6%; with 50% employer match about $38,350 at 4% or $25,567 at 6%; with 100% employer match about $28,763 at 4% or $19,175 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-3$243,388$6,903$2,301iApproximate average salary by contribution assumption: employee only about $57,525 at 4% or $38,350 at 6%; with 50% employer match about $38,350 at 4% or $25,567 at 6%; with 100% employer match about $28,763 at 4% or $19,175 at 6%.
200913$217,793$10,211$3,404iApproximate average salary by contribution assumption: employee only about $85,092 at 4% or $56,728 at 6%; with 50% employer match about $56,728 at 4% or $37,819 at 6%; with 100% employer match about $42,546 at 4% or $28,364 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-3$217,793$10,211$3,404iApproximate average salary by contribution assumption: employee only about $85,092 at 4% or $56,728 at 6%; with 50% employer match about $56,728 at 4% or $37,819 at 6%; with 100% employer match about $42,546 at 4% or $28,364 at 6%.
200813$174,619$0-
Joan E Stoner CPA 401K Profit Sharing Plan-3$174,619--
200713$0$0-
Joan E Stoner CPA 401K Profit Sharing Plan-3---
200614$213,124$198,777$49,694iApproximate average salary by contribution assumption: employee only about $1,242,356 at 4% or $828,238 at 6%; with 50% employer match about $828,238 at 4% or $552,158 at 6%; with 100% employer match about $621,178 at 4% or $414,119 at 6%.
Joan E Stoner CPA 401K Profit Sharing Plan-4$213,124$198,777$49,694iApproximate average salary by contribution assumption: employee only about $1,242,356 at 4% or $828,238 at 6%; with 50% employer match about $828,238 at 4% or $552,158 at 6%; with 100% employer match about $621,178 at 4% or $414,119 at 6%.