Civic Intelligence

Posses & Chasan CPA'S PLLC

Plan context: Posses & Chasan CPA'S PLLC Cash Balance Plan

EIN 20-5626646 • Rockville Centre, NY • 37 filings • 9 plans

100 North Centre AvenueSuite 500Rockville Centre, NY 11570
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,733,187

2024 Contributions

$240,009

Historical Graphs

Total Assets Over Time

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

$8,470,365$4,235,183$0200920172024YearValue
$2,733,187Latest year 2024

Participants Over Time

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

1470200720162024YearValue
13Latest 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
2024213$2,733,187$240,009$18,462iApproximate average salary by contribution assumption: employee only about $461,556 at 4% or $307,704 at 6%; with 50% employer match about $307,704 at 4% or $205,136 at 6%; with 100% employer match about $230,778 at 4% or $153,852 at 6%.
Posses & Chasan CPA'S PLLC Cash Balance Plan-6$1,450,265$0-
Posses & Chasan CPA'S PLLC Defined Contribution Plan-13$1,282,922$240,009$18,462iApproximate average salary by contribution assumption: employee only about $461,556 at 4% or $307,704 at 6%; with 50% employer match about $307,704 at 4% or $205,136 at 6%; with 100% employer match about $230,778 at 4% or $153,852 at 6%.
2023214$2,471,047$316,745$22,625iApproximate average salary by contribution assumption: employee only about $565,616 at 4% or $377,077 at 6%; with 50% employer match about $377,077 at 4% or $251,385 at 6%; with 100% employer match about $282,808 at 4% or $188,539 at 6%.
Posses & Chasan CPA'S PLLC Cash Balance Plan-7$1,343,341$0-
Posses & Chasan CPA'S PLLC Defined Contribution Plan-14$1,127,706$316,745$22,625iApproximate average salary by contribution assumption: employee only about $565,616 at 4% or $377,077 at 6%; with 50% employer match about $377,077 at 4% or $251,385 at 6%; with 100% employer match about $282,808 at 4% or $188,539 at 6%.
202237$1,894,168$238,931$34,133iApproximate average salary by contribution assumption: employee only about $853,325 at 4% or $568,883 at 6%; with 50% employer match about $568,883 at 4% or $379,256 at 6%; with 100% employer match about $426,663 at 4% or $284,442 at 6%.
Posses & Chasan CPA'S PLLC Cash Balance Plan-7$1,197,266$0-
Posses & Chasan CPA'S PLLC Defined Contribution Plan-6$696,902$238,931$39,822iApproximate average salary by contribution assumption: employee only about $995,546 at 4% or $663,697 at 6%; with 50% employer match about $663,697 at 4% or $442,465 at 6%; with 100% employer match about $497,773 at 4% or $331,849 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-0$0$0-
2021211$8,470,365$119,580$10,871iApproximate average salary by contribution assumption: employee only about $271,773 at 4% or $181,182 at 6%; with 50% employer match about $181,182 at 4% or $120,788 at 6%; with 100% employer match about $135,886 at 4% or $90,591 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$7,852,106$0-
Posses & Chasan CPA'S PLLC Defined Contribution Plan-11$618,259$119,580$10,871iApproximate average salary by contribution assumption: employee only about $271,773 at 4% or $181,182 at 6%; with 50% employer match about $181,182 at 4% or $120,788 at 6%; with 100% employer match about $135,886 at 4% or $90,591 at 6%.
202027$7,130,903$69,595$9,942iApproximate average salary by contribution assumption: employee only about $248,554 at 4% or $165,702 at 6%; with 50% employer match about $165,702 at 4% or $110,468 at 6%; with 100% employer match about $124,277 at 4% or $82,851 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$6,720,705$0-
Posses & Chasan CPA'S PLLC Defined Contribution Plan-7$410,198$69,595$9,942iApproximate average salary by contribution assumption: employee only about $248,554 at 4% or $165,702 at 6%; with 50% employer match about $165,702 at 4% or $110,468 at 6%; with 100% employer match about $124,277 at 4% or $82,851 at 6%.
201926$6,287,306$58,792$9,799iApproximate average salary by contribution assumption: employee only about $244,967 at 4% or $163,311 at 6%; with 50% employer match about $163,311 at 4% or $108,874 at 6%; with 100% employer match about $122,483 at 4% or $81,656 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$6,000,321--
Posses & Chasan CPA'S PLLC Defined Contribution Plan-6$286,985$58,792$9,799iApproximate average salary by contribution assumption: employee only about $244,967 at 4% or $163,311 at 6%; with 50% employer match about $163,311 at 4% or $108,874 at 6%; with 100% employer match about $122,483 at 4% or $81,656 at 6%.
201825$5,151,608$36,259$7,252iApproximate average salary by contribution assumption: employee only about $181,295 at 4% or $120,863 at 6%; with 50% employer match about $120,863 at 4% or $80,576 at 6%; with 100% employer match about $90,648 at 4% or $60,432 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$4,929,244$5,494$1,374iApproximate average salary by contribution assumption: employee only about $34,338 at 4% or $22,892 at 6%; with 50% employer match about $22,892 at 4% or $15,261 at 6%; with 100% employer match about $17,169 at 4% or $11,446 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-5$222,364$30,765$6,153iApproximate average salary by contribution assumption: employee only about $153,825 at 4% or $102,550 at 6%; with 50% employer match about $102,550 at 4% or $68,367 at 6%; with 100% employer match about $76,913 at 4% or $51,275 at 6%.
201724$5,674,596$442,074$110,519iApproximate average salary by contribution assumption: employee only about $2,762,963 at 4% or $1,841,975 at 6%; with 50% employer match about $1,841,975 at 4% or $1,227,983 at 6%; with 100% employer match about $1,381,481 at 4% or $920,988 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$5,465,236$409,194$102,299iApproximate average salary by contribution assumption: employee only about $2,557,463 at 4% or $1,704,975 at 6%; with 50% employer match about $1,704,975 at 4% or $1,136,650 at 6%; with 100% employer match about $1,278,731 at 4% or $852,488 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-4$209,360$32,880$8,220iApproximate average salary by contribution assumption: employee only about $205,500 at 4% or $137,000 at 6%; with 50% employer match about $137,000 at 4% or $91,333 at 6%; with 100% employer match about $102,750 at 4% or $68,500 at 6%.
201624$4,691,413$433,027$108,257iApproximate average salary by contribution assumption: employee only about $2,706,419 at 4% or $1,804,279 at 6%; with 50% employer match about $1,804,279 at 4% or $1,202,853 at 6%; with 100% employer match about $1,353,209 at 4% or $902,140 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$4,533,088$408,111$102,028iApproximate average salary by contribution assumption: employee only about $2,550,694 at 4% or $1,700,463 at 6%; with 50% employer match about $1,700,463 at 4% or $1,133,642 at 6%; with 100% employer match about $1,275,347 at 4% or $850,231 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-4$158,325$24,916$6,229iApproximate average salary by contribution assumption: employee only about $155,725 at 4% or $103,817 at 6%; with 50% employer match about $103,817 at 4% or $69,211 at 6%; with 100% employer match about $77,863 at 4% or $51,908 at 6%.
201524$3,916,011$415,481$103,870iApproximate average salary by contribution assumption: employee only about $2,596,756 at 4% or $1,731,171 at 6%; with 50% employer match about $1,731,171 at 4% or $1,154,114 at 6%; with 100% employer match about $1,298,378 at 4% or $865,585 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$3,795,250$404,244$101,061iApproximate average salary by contribution assumption: employee only about $2,526,525 at 4% or $1,684,350 at 6%; with 50% employer match about $1,684,350 at 4% or $1,122,900 at 6%; with 100% employer match about $1,263,263 at 4% or $842,175 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-3$120,761$11,237$3,746iApproximate average salary by contribution assumption: employee only about $93,642 at 4% or $62,428 at 6%; with 50% employer match about $62,428 at 4% or $41,619 at 6%; with 100% employer match about $46,821 at 4% or $31,214 at 6%.
201424$3,592,175$415,285$103,821iApproximate average salary by contribution assumption: employee only about $2,595,531 at 4% or $1,730,354 at 6%; with 50% employer match about $1,730,354 at 4% or $1,153,569 at 6%; with 100% employer match about $1,297,766 at 4% or $865,177 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$3,483,411$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-2$108,764$15,285$7,643iApproximate average salary by contribution assumption: employee only about $191,063 at 4% or $127,375 at 6%; with 50% employer match about $127,375 at 4% or $84,917 at 6%; with 100% employer match about $95,531 at 4% or $63,688 at 6%.
201324$2,985,848$414,185$103,546iApproximate average salary by contribution assumption: employee only about $2,588,656 at 4% or $1,725,771 at 6%; with 50% employer match about $1,725,771 at 4% or $1,150,514 at 6%; with 100% employer match about $1,294,328 at 4% or $862,885 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$2,895,948$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-2$89,900$14,185$7,093iApproximate average salary by contribution assumption: employee only about $177,313 at 4% or $118,208 at 6%; with 50% employer match about $118,208 at 4% or $78,806 at 6%; with 100% employer match about $88,656 at 4% or $59,104 at 6%.
201224$2,329,711$408,823$102,206iApproximate average salary by contribution assumption: employee only about $2,555,144 at 4% or $1,703,429 at 6%; with 50% employer match about $1,703,429 at 4% or $1,135,619 at 6%; with 100% employer match about $1,277,572 at 4% or $851,715 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$2,264,384$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-2$65,327$8,823$4,412iApproximate average salary by contribution assumption: employee only about $110,288 at 4% or $73,525 at 6%; with 50% employer match about $73,525 at 4% or $49,017 at 6%; with 100% employer match about $55,144 at 4% or $36,763 at 6%.
201124$1,756,060$408,823$102,206iApproximate average salary by contribution assumption: employee only about $2,555,144 at 4% or $1,703,429 at 6%; with 50% employer match about $1,703,429 at 4% or $1,135,619 at 6%; with 100% employer match about $1,277,572 at 4% or $851,715 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$1,704,153$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-2$51,907$8,823$4,412iApproximate average salary by contribution assumption: employee only about $110,288 at 4% or $73,525 at 6%; with 50% employer match about $73,525 at 4% or $49,017 at 6%; with 100% employer match about $55,144 at 4% or $36,763 at 6%.
201024$1,451,664$411,455$102,864iApproximate average salary by contribution assumption: employee only about $2,571,594 at 4% or $1,714,396 at 6%; with 50% employer match about $1,714,396 at 4% or $1,142,931 at 6%; with 100% employer match about $1,285,797 at 4% or $857,198 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$1,417,002$402,936$100,734iApproximate average salary by contribution assumption: employee only about $2,518,350 at 4% or $1,678,900 at 6%; with 50% employer match about $1,678,900 at 4% or $1,119,267 at 6%; with 100% employer match about $1,259,175 at 4% or $839,450 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-2$34,662$8,519$4,260iApproximate average salary by contribution assumption: employee only about $106,488 at 4% or $70,992 at 6%; with 50% employer match about $70,992 at 4% or $47,328 at 6%; with 100% employer match about $53,244 at 4% or $35,496 at 6%.
200924$1,039,046$378,000$94,500iApproximate average salary by contribution assumption: employee only about $2,362,500 at 4% or $1,575,000 at 6%; with 50% employer match about $1,575,000 at 4% or $1,050,000 at 6%; with 100% employer match about $1,181,250 at 4% or $787,500 at 6%.
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-4$1,012,195$370,000$92,500iApproximate average salary by contribution assumption: employee only about $2,312,500 at 4% or $1,541,667 at 6%; with 50% employer match about $1,541,667 at 4% or $1,027,778 at 6%; with 100% employer match about $1,156,250 at 4% or $770,833 at 6%.
Posses & Chasan CPA'S PLLC Defined Contribution Plan-2$26,851$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200826$0$0-
Posses & Chasan CPA'S PLLC Defined Contribution Plan-2---
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-6---
200723$0$0-
Posses & Chasan CPA'S PLLC Defined Contribution Plan-3---
Posses & Chasan CPA'S PLLC Defined Benefit Pension Plan-3---