Roger Sipe CPA Firm LLC
Plan context: Roger Sipe CPA Firm 401(K) Retirement Savings Plan
EIN 20-8232577 • Huntington, IN • 18 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$20,564
2024 Contributions
$20,320
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 0 | - | - | - |
| 2023 | 1 | 0 | $20,564 | $0 | - |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 0 | $20,564 | - | - |
| 2022 | 1 | 0 | $669,326 | $20,320 | - |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 0 | $669,326 | $20,320 | - |
| 2021 | 1 | 6 | $841,106 | $30,831 | $5,139iApproximate average salary by contribution assumption: employee only about $128,463 at 4% or $85,642 at 6%; with 50% employer match about $85,642 at 4% or $57,094 at 6%; with 100% employer match about $64,231 at 4% or $42,821 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 6 | $841,106 | $30,831 | $5,139iApproximate average salary by contribution assumption: employee only about $128,463 at 4% or $85,642 at 6%; with 50% employer match about $85,642 at 4% or $57,094 at 6%; with 100% employer match about $64,231 at 4% or $42,821 at 6%. |
| 2020 | 1 | 8 | $886,369 | $31,536 | $3,942iApproximate average salary by contribution assumption: employee only about $98,550 at 4% or $65,700 at 6%; with 50% employer match about $65,700 at 4% or $43,800 at 6%; with 100% employer match about $49,275 at 4% or $32,850 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 8 | $886,369 | $31,536 | $3,942iApproximate average salary by contribution assumption: employee only about $98,550 at 4% or $65,700 at 6%; with 50% employer match about $65,700 at 4% or $43,800 at 6%; with 100% employer match about $49,275 at 4% or $32,850 at 6%. |
| 2019 | 1 | 6 | $704,111 | $30,283 | $5,047iApproximate average salary by contribution assumption: employee only about $126,179 at 4% or $84,119 at 6%; with 50% employer match about $84,119 at 4% or $56,080 at 6%; with 100% employer match about $63,090 at 4% or $42,060 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 6 | $704,111 | $30,283 | $5,047iApproximate average salary by contribution assumption: employee only about $126,179 at 4% or $84,119 at 6%; with 50% employer match about $84,119 at 4% or $56,080 at 6%; with 100% employer match about $63,090 at 4% or $42,060 at 6%. |
| 2018 | 1 | 8 | $499,206 | $27,220 | $3,403iApproximate average salary by contribution assumption: employee only about $85,063 at 4% or $56,708 at 6%; with 50% employer match about $56,708 at 4% or $37,806 at 6%; with 100% employer match about $42,531 at 4% or $28,354 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 8 | $499,206 | $27,220 | $3,403iApproximate average salary by contribution assumption: employee only about $85,063 at 4% or $56,708 at 6%; with 50% employer match about $56,708 at 4% or $37,806 at 6%; with 100% employer match about $42,531 at 4% or $28,354 at 6%. |
| 2017 | 1 | 8 | $525,934 | $24,377 | $3,047iApproximate average salary by contribution assumption: employee only about $76,178 at 4% or $50,785 at 6%; with 50% employer match about $50,785 at 4% or $33,857 at 6%; with 100% employer match about $38,089 at 4% or $25,393 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 8 | $525,934 | $24,377 | $3,047iApproximate average salary by contribution assumption: employee only about $76,178 at 4% or $50,785 at 6%; with 50% employer match about $50,785 at 4% or $33,857 at 6%; with 100% employer match about $38,089 at 4% or $25,393 at 6%. |
| 2016 | 1 | 6 | $462,545 | $24,444 | $4,074iApproximate average salary by contribution assumption: employee only about $101,850 at 4% or $67,900 at 6%; with 50% employer match about $67,900 at 4% or $45,267 at 6%; with 100% employer match about $50,925 at 4% or $33,950 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 6 | $462,545 | $24,444 | $4,074iApproximate average salary by contribution assumption: employee only about $101,850 at 4% or $67,900 at 6%; with 50% employer match about $67,900 at 4% or $45,267 at 6%; with 100% employer match about $50,925 at 4% or $33,950 at 6%. |
| 2015 | 1 | 6 | $382,161 | $24,357 | $4,060iApproximate average salary by contribution assumption: employee only about $101,488 at 4% or $67,658 at 6%; with 50% employer match about $67,658 at 4% or $45,106 at 6%; with 100% employer match about $50,744 at 4% or $33,829 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 6 | $382,161 | $24,357 | $4,060iApproximate average salary by contribution assumption: employee only about $101,488 at 4% or $67,658 at 6%; with 50% employer match about $67,658 at 4% or $45,106 at 6%; with 100% employer match about $50,744 at 4% or $33,829 at 6%. |
| 2014 | 1 | 6 | $373,992 | $25,482 | $4,247iApproximate average salary by contribution assumption: employee only about $106,175 at 4% or $70,783 at 6%; with 50% employer match about $70,783 at 4% or $47,189 at 6%; with 100% employer match about $53,088 at 4% or $35,392 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 6 | $373,992 | $25,482 | $4,247iApproximate average salary by contribution assumption: employee only about $106,175 at 4% or $70,783 at 6%; with 50% employer match about $70,783 at 4% or $47,189 at 6%; with 100% employer match about $53,088 at 4% or $35,392 at 6%. |
| 2013 | 1 | 6 | $352,170 | $23,038 | $3,840iApproximate average salary by contribution assumption: employee only about $95,992 at 4% or $63,994 at 6%; with 50% employer match about $63,994 at 4% or $42,663 at 6%; with 100% employer match about $47,996 at 4% or $31,997 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 6 | $352,170 | $23,038 | $3,840iApproximate average salary by contribution assumption: employee only about $95,992 at 4% or $63,994 at 6%; with 50% employer match about $63,994 at 4% or $42,663 at 6%; with 100% employer match about $47,996 at 4% or $31,997 at 6%. |
| 2012 | 1 | 9 | $257,752 | $22,365 | $2,485iApproximate average salary by contribution assumption: employee only about $62,125 at 4% or $41,417 at 6%; with 50% employer match about $41,417 at 4% or $27,611 at 6%; with 100% employer match about $31,063 at 4% or $20,708 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 9 | $257,752 | $22,365 | $2,485iApproximate average salary by contribution assumption: employee only about $62,125 at 4% or $41,417 at 6%; with 50% employer match about $41,417 at 4% or $27,611 at 6%; with 100% employer match about $31,063 at 4% or $20,708 at 6%. |
| 2011 | 1 | 9 | $225,052 | $21,863 | $2,429iApproximate average salary by contribution assumption: employee only about $60,731 at 4% or $40,487 at 6%; with 50% employer match about $40,487 at 4% or $26,991 at 6%; with 100% employer match about $30,365 at 4% or $20,244 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 9 | $225,052 | $21,863 | $2,429iApproximate average salary by contribution assumption: employee only about $60,731 at 4% or $40,487 at 6%; with 50% employer match about $40,487 at 4% or $26,991 at 6%; with 100% employer match about $30,365 at 4% or $20,244 at 6%. |
| 2010 | 1 | 7 | $219,417 | $14,561 | $2,080iApproximate average salary by contribution assumption: employee only about $52,004 at 4% or $34,669 at 6%; with 50% employer match about $34,669 at 4% or $23,113 at 6%; with 100% employer match about $26,002 at 4% or $17,335 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 7 | $219,417 | $14,561 | $2,080iApproximate average salary by contribution assumption: employee only about $52,004 at 4% or $34,669 at 6%; with 50% employer match about $34,669 at 4% or $23,113 at 6%; with 100% employer match about $26,002 at 4% or $17,335 at 6%. |
| 2009 | 1 | 7 | $160,440 | $15,067 | $2,152iApproximate average salary by contribution assumption: employee only about $53,811 at 4% or $35,874 at 6%; with 50% employer match about $35,874 at 4% or $23,916 at 6%; with 100% employer match about $26,905 at 4% or $17,937 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 7 | $160,440 | $15,067 | $2,152iApproximate average salary by contribution assumption: employee only about $53,811 at 4% or $35,874 at 6%; with 50% employer match about $35,874 at 4% or $23,916 at 6%; with 100% employer match about $26,905 at 4% or $17,937 at 6%. |
| 2008 | 1 | 7 | $86,376 | $15,669 | $2,238iApproximate average salary by contribution assumption: employee only about $55,961 at 4% or $37,307 at 6%; with 50% employer match about $37,307 at 4% or $24,871 at 6%; with 100% employer match about $27,980 at 4% or $18,654 at 6%. |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 7 | $86,376 | $15,669 | $2,238iApproximate average salary by contribution assumption: employee only about $55,961 at 4% or $37,307 at 6%; with 50% employer match about $37,307 at 4% or $24,871 at 6%; with 100% employer match about $27,980 at 4% or $18,654 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Roger Sipe CPA Firm 401(K) Retirement Savings Plan | - | 9 | - | - | - |