Civic Intelligence

Brett V. Backlund, CPA PC

Plan context: Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan

EIN 20-4834300 • Gilbert, AZ • 11 filings • 3 plans

1776 E. Silver Creek CourtGilbert, AZ 85296
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$602,800

2024 Contributions

$94,755

Historical Graphs

Total Assets Over Time

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

$602,800$301,400$0200820132024YearValue
$602,800Latest year 2024

Participants Over Time

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

320200820132024YearValue
2Latest 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
202412$602,800$94,755$47,378iApproximate average salary by contribution assumption: employee only about $1,184,438 at 4% or $789,625 at 6%; with 50% employer match about $789,625 at 4% or $526,417 at 6%; with 100% employer match about $592,219 at 4% or $394,813 at 6%.
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-2$602,800$94,755$47,378iApproximate average salary by contribution assumption: employee only about $1,184,438 at 4% or $789,625 at 6%; with 50% employer match about $789,625 at 4% or $526,417 at 6%; with 100% employer match about $592,219 at 4% or $394,813 at 6%.
202110$0$0-
BRETT V BACKLUND CPA PC MEDOVA LIFESTYLE HEALTH PLAN-0$0$0-
202010$1,375$15,318-
BRETT V BACKLUND CPA PC MEDOVA LIFESTYLE HEALTH PLAN-0$1,375$15,318-
201610$0$2,033-
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-0$0$2,033-
201512$276,224$24,237$12,119iApproximate average salary by contribution assumption: employee only about $302,963 at 4% or $201,975 at 6%; with 50% employer match about $201,975 at 4% or $134,650 at 6%; with 100% employer match about $151,481 at 4% or $100,988 at 6%.
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-2$276,224$24,237$12,119iApproximate average salary by contribution assumption: employee only about $302,963 at 4% or $201,975 at 6%; with 50% employer match about $201,975 at 4% or $134,650 at 6%; with 100% employer match about $151,481 at 4% or $100,988 at 6%.
201412$255,808$23,247$11,624iApproximate average salary by contribution assumption: employee only about $290,588 at 4% or $193,725 at 6%; with 50% employer match about $193,725 at 4% or $129,150 at 6%; with 100% employer match about $145,294 at 4% or $96,863 at 6%.
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-2$255,808$23,247$11,624iApproximate average salary by contribution assumption: employee only about $290,588 at 4% or $193,725 at 6%; with 50% employer match about $193,725 at 4% or $129,150 at 6%; with 100% employer match about $145,294 at 4% or $96,863 at 6%.
201313$248,109$25,200$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-3$248,109$25,200$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
201213$186,913$34,564$11,521iApproximate average salary by contribution assumption: employee only about $288,033 at 4% or $192,022 at 6%; with 50% employer match about $192,022 at 4% or $128,015 at 6%; with 100% employer match about $144,017 at 4% or $96,011 at 6%.
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-3$186,913$34,564$11,521iApproximate average salary by contribution assumption: employee only about $288,033 at 4% or $192,022 at 6%; with 50% employer match about $192,022 at 4% or $128,015 at 6%; with 100% employer match about $144,017 at 4% or $96,011 at 6%.
201112$133,403$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-2$133,403$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201012$114,560$33,500$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-2$114,560$33,500$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
200811$34,632$42,733$42,733iApproximate average salary by contribution assumption: employee only about $1,068,325 at 4% or $712,217 at 6%; with 50% employer match about $712,217 at 4% or $474,811 at 6%; with 100% employer match about $534,163 at 4% or $356,108 at 6%.
Brett V. Backlund, CPA PC 401(K) Profit Sharing Plan-1$34,632$42,733$42,733iApproximate average salary by contribution assumption: employee only about $1,068,325 at 4% or $712,217 at 6%; with 50% employer match about $712,217 at 4% or $474,811 at 6%; with 100% employer match about $534,163 at 4% or $356,108 at 6%.