THE CPA SOLUTIONS LLC
Plan context: THE CPA SOLUTION, LLC. 401(K) PLAN
EIN 20-5144604 • Bangor, ME • 11 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$797,502
2025 Contributions
$68,172
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $797,502 | $68,172 | $9,739iApproximate average salary by contribution assumption: employee only about $243,471 at 4% or $162,314 at 6%; with 50% employer match about $162,314 at 4% or $108,210 at 6%; with 100% employer match about $121,736 at 4% or $81,157 at 6%. |
| THE CPA SOLUTION, LLC. 401(K) PLAN | - | 7 | $797,502 | $68,172 | $9,739iApproximate average salary by contribution assumption: employee only about $243,471 at 4% or $162,314 at 6%; with 50% employer match about $162,314 at 4% or $108,210 at 6%; with 100% employer match about $121,736 at 4% or $81,157 at 6%. |
| 2024 | 1 | 7 | $626,840 | $68,594 | $9,799iApproximate average salary by contribution assumption: employee only about $244,979 at 4% or $163,319 at 6%; with 50% employer match about $163,319 at 4% or $108,879 at 6%; with 100% employer match about $122,489 at 4% or $81,660 at 6%. |
| THE CPA SOLUTIONS, LLC. 401(K) PLAN | - | 7 | $626,840 | $68,594 | $9,799iApproximate average salary by contribution assumption: employee only about $244,979 at 4% or $163,319 at 6%; with 50% employer match about $163,319 at 4% or $108,879 at 6%; with 100% employer match about $122,489 at 4% or $81,660 at 6%. |
| 2023 | 1 | 8 | $524,248 | $69,495 | $8,687iApproximate average salary by contribution assumption: employee only about $217,172 at 4% or $144,781 at 6%; with 50% employer match about $144,781 at 4% or $96,521 at 6%; with 100% employer match about $108,586 at 4% or $72,391 at 6%. |
| THE CPA SOLUTIONS, LLC. 401(K) PLAN | - | 8 | $524,248 | $69,495 | $8,687iApproximate average salary by contribution assumption: employee only about $217,172 at 4% or $144,781 at 6%; with 50% employer match about $144,781 at 4% or $96,521 at 6%; with 100% employer match about $108,586 at 4% or $72,391 at 6%. |
| 2022 | 1 | 8 | $415,568 | $68,181 | $8,523iApproximate average salary by contribution assumption: employee only about $213,066 at 4% or $142,044 at 6%; with 50% employer match about $142,044 at 4% or $94,696 at 6%; with 100% employer match about $106,533 at 4% or $71,022 at 6%. |
| THE CPA SOLUTIONS, LLC. 401(K) PLAN | - | 8 | $415,568 | $68,181 | $8,523iApproximate average salary by contribution assumption: employee only about $213,066 at 4% or $142,044 at 6%; with 50% employer match about $142,044 at 4% or $94,696 at 6%; with 100% employer match about $106,533 at 4% or $71,022 at 6%. |
| 2021 | 1 | 7 | $410,586 | $73,625 | $10,518iApproximate average salary by contribution assumption: employee only about $262,946 at 4% or $175,298 at 6%; with 50% employer match about $175,298 at 4% or $116,865 at 6%; with 100% employer match about $131,473 at 4% or $87,649 at 6%. |
| THE CPA SOLUTIONS, LLC. 401(K) PLAN | - | 7 | $410,586 | $73,625 | $10,518iApproximate average salary by contribution assumption: employee only about $262,946 at 4% or $175,298 at 6%; with 50% employer match about $175,298 at 4% or $116,865 at 6%; with 100% employer match about $131,473 at 4% or $87,649 at 6%. |
| 2020 | 1 | 7 | $327,292 | $78,648 | $11,235iApproximate average salary by contribution assumption: employee only about $280,886 at 4% or $187,257 at 6%; with 50% employer match about $187,257 at 4% or $124,838 at 6%; with 100% employer match about $140,443 at 4% or $93,629 at 6%. |
| THE CPA SOLUTIONS, LLC. 401(K) PLAN | - | 7 | $327,292 | $78,648 | $11,235iApproximate average salary by contribution assumption: employee only about $280,886 at 4% or $187,257 at 6%; with 50% employer match about $187,257 at 4% or $124,838 at 6%; with 100% employer match about $140,443 at 4% or $93,629 at 6%. |
| 2019 | 1 | 5 | $221,462 | $214,301 | $42,860iApproximate average salary by contribution assumption: employee only about $1,071,505 at 4% or $714,337 at 6%; with 50% employer match about $714,337 at 4% or $476,224 at 6%; with 100% employer match about $535,753 at 4% or $357,168 at 6%. |
| THE CPA SOLUTIONS, LLC. 401(K) PLAN | - | 5 | $221,462 | $214,301 | $42,860iApproximate average salary by contribution assumption: employee only about $1,071,505 at 4% or $714,337 at 6%; with 50% employer match about $714,337 at 4% or $476,224 at 6%; with 100% employer match about $535,753 at 4% or $357,168 at 6%. |
| 2010 | 2 | 5 | $97,163 | $22,960 | $4,592iApproximate average salary by contribution assumption: employee only about $114,800 at 4% or $76,533 at 6%; with 50% employer match about $76,533 at 4% or $51,022 at 6%; with 100% employer match about $57,400 at 4% or $38,267 at 6%. |
| THE CPA SOLUTION LLC 401(K) P/S PLAN | - | 5 | $97,163 | $22,960 | $4,592iApproximate average salary by contribution assumption: employee only about $114,800 at 4% or $76,533 at 6%; with 50% employer match about $76,533 at 4% or $51,022 at 6%; with 100% employer match about $57,400 at 4% or $38,267 at 6%. |
| THE CPA SOLUTION LLC | - | 0 | $0 | $0 | - |
| 2009 | 1 | 5 | $61,372 | $23,673 | $4,735iApproximate average salary by contribution assumption: employee only about $118,365 at 4% or $78,910 at 6%; with 50% employer match about $78,910 at 4% or $52,607 at 6%; with 100% employer match about $59,183 at 4% or $39,455 at 6%. |
| THE CPA SOLUTION LLC 401(K) P/S PLAN | - | 5 | $61,372 | $23,673 | $4,735iApproximate average salary by contribution assumption: employee only about $118,365 at 4% or $78,910 at 6%; with 50% employer match about $78,910 at 4% or $52,607 at 6%; with 100% employer match about $59,183 at 4% or $39,455 at 6%. |
| 2008 | 1 | 4 | $23,802 | $29,658 | $7,415iApproximate average salary by contribution assumption: employee only about $185,363 at 4% or $123,575 at 6%; with 50% employer match about $123,575 at 4% or $82,383 at 6%; with 100% employer match about $92,681 at 4% or $61,788 at 6%. |
| THE CPA SOLUTION LLC 401K P/S PLAN | - | 4 | $23,802 | $29,658 | $7,415iApproximate average salary by contribution assumption: employee only about $185,363 at 4% or $123,575 at 6%; with 50% employer match about $123,575 at 4% or $82,383 at 6%; with 100% employer match about $92,681 at 4% or $61,788 at 6%. |