Novak & Barhorst Cpas Chartered
Plan context: Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan
EIN 20-8349516 • Vero Beach, FL • 17 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$1,564,498
2023 Contributions
$57,535
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 4 | $1,564,498 | $57,535 | $14,384iApproximate average salary by contribution assumption: employee only about $359,594 at 4% or $239,729 at 6%; with 50% employer match about $239,729 at 4% or $159,819 at 6%; with 100% employer match about $179,797 at 4% or $119,865 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 4 | $1,564,498 | $57,535 | $14,384iApproximate average salary by contribution assumption: employee only about $359,594 at 4% or $239,729 at 6%; with 50% employer match about $239,729 at 4% or $159,819 at 6%; with 100% employer match about $179,797 at 4% or $119,865 at 6%. |
| 2022 | 1 | 4 | $1,286,722 | $52,729 | $13,182iApproximate average salary by contribution assumption: employee only about $329,556 at 4% or $219,704 at 6%; with 50% employer match about $219,704 at 4% or $146,469 at 6%; with 100% employer match about $164,778 at 4% or $109,852 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 4 | $1,286,722 | $52,729 | $13,182iApproximate average salary by contribution assumption: employee only about $329,556 at 4% or $219,704 at 6%; with 50% employer match about $219,704 at 4% or $146,469 at 6%; with 100% employer match about $164,778 at 4% or $109,852 at 6%. |
| 2021 | 1 | 4 | $1,483,838 | $50,783 | $12,696iApproximate average salary by contribution assumption: employee only about $317,394 at 4% or $211,596 at 6%; with 50% employer match about $211,596 at 4% or $141,064 at 6%; with 100% employer match about $158,697 at 4% or $105,798 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 4 | $1,483,838 | $50,783 | $12,696iApproximate average salary by contribution assumption: employee only about $317,394 at 4% or $211,596 at 6%; with 50% employer match about $211,596 at 4% or $141,064 at 6%; with 100% employer match about $158,697 at 4% or $105,798 at 6%. |
| 2020 | 1 | 4 | $1,248,939 | $48,665 | $12,166iApproximate average salary by contribution assumption: employee only about $304,156 at 4% or $202,771 at 6%; with 50% employer match about $202,771 at 4% or $135,181 at 6%; with 100% employer match about $152,078 at 4% or $101,385 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 4 | $1,248,939 | $48,665 | $12,166iApproximate average salary by contribution assumption: employee only about $304,156 at 4% or $202,771 at 6%; with 50% employer match about $202,771 at 4% or $135,181 at 6%; with 100% employer match about $152,078 at 4% or $101,385 at 6%. |
| 2019 | 1 | 0 | $1,087,696 | $55,667 | - |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 0 | $1,087,696 | $55,667 | - |
| 2018 | 1 | 4 | $858,402 | $55,452 | $13,863iApproximate average salary by contribution assumption: employee only about $346,575 at 4% or $231,050 at 6%; with 50% employer match about $231,050 at 4% or $154,033 at 6%; with 100% employer match about $173,288 at 4% or $115,525 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 4 | $858,402 | $55,452 | $13,863iApproximate average salary by contribution assumption: employee only about $346,575 at 4% or $231,050 at 6%; with 50% employer match about $231,050 at 4% or $154,033 at 6%; with 100% employer match about $173,288 at 4% or $115,525 at 6%. |
| 2017 | 1 | 5 | $897,942 | $47,787 | $9,557iApproximate average salary by contribution assumption: employee only about $238,935 at 4% or $159,290 at 6%; with 50% employer match about $159,290 at 4% or $106,193 at 6%; with 100% employer match about $119,468 at 4% or $79,645 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 5 | $897,942 | $47,787 | $9,557iApproximate average salary by contribution assumption: employee only about $238,935 at 4% or $159,290 at 6%; with 50% employer match about $159,290 at 4% or $106,193 at 6%; with 100% employer match about $119,468 at 4% or $79,645 at 6%. |
| 2016 | 1 | 5 | $895,842 | $56,135 | $11,227iApproximate average salary by contribution assumption: employee only about $280,675 at 4% or $187,117 at 6%; with 50% employer match about $187,117 at 4% or $124,744 at 6%; with 100% employer match about $140,338 at 4% or $93,558 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 5 | $895,842 | $56,135 | $11,227iApproximate average salary by contribution assumption: employee only about $280,675 at 4% or $187,117 at 6%; with 50% employer match about $187,117 at 4% or $124,744 at 6%; with 100% employer match about $140,338 at 4% or $93,558 at 6%. |
| 2015 | 1 | 5 | $775,430 | $55,695 | $11,139iApproximate average salary by contribution assumption: employee only about $278,475 at 4% or $185,650 at 6%; with 50% employer match about $185,650 at 4% or $123,767 at 6%; with 100% employer match about $139,238 at 4% or $92,825 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 5 | $775,430 | $55,695 | $11,139iApproximate average salary by contribution assumption: employee only about $278,475 at 4% or $185,650 at 6%; with 50% employer match about $185,650 at 4% or $123,767 at 6%; with 100% employer match about $139,238 at 4% or $92,825 at 6%. |
| 2014 | 1 | 5 | $725,921 | $54,984 | $10,997iApproximate average salary by contribution assumption: employee only about $274,920 at 4% or $183,280 at 6%; with 50% employer match about $183,280 at 4% or $122,187 at 6%; with 100% employer match about $137,460 at 4% or $91,640 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 5 | $725,921 | $54,984 | $10,997iApproximate average salary by contribution assumption: employee only about $274,920 at 4% or $183,280 at 6%; with 50% employer match about $183,280 at 4% or $122,187 at 6%; with 100% employer match about $137,460 at 4% or $91,640 at 6%. |
| 2013 | 1 | 6 | $621,996 | $54,933 | $9,156iApproximate average salary by contribution assumption: employee only about $228,888 at 4% or $152,592 at 6%; with 50% employer match about $152,592 at 4% or $101,728 at 6%; with 100% employer match about $114,444 at 4% or $76,296 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 6 | $621,996 | $54,933 | $9,156iApproximate average salary by contribution assumption: employee only about $228,888 at 4% or $152,592 at 6%; with 50% employer match about $152,592 at 4% or $101,728 at 6%; with 100% employer match about $114,444 at 4% or $76,296 at 6%. |
| 2012 | 1 | 6 | $518,141 | $55,164 | $9,194iApproximate average salary by contribution assumption: employee only about $229,850 at 4% or $153,233 at 6%; with 50% employer match about $153,233 at 4% or $102,156 at 6%; with 100% employer match about $114,925 at 4% or $76,617 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 6 | $518,141 | $55,164 | $9,194iApproximate average salary by contribution assumption: employee only about $229,850 at 4% or $153,233 at 6%; with 50% employer match about $153,233 at 4% or $102,156 at 6%; with 100% employer match about $114,925 at 4% or $76,617 at 6%. |
| 2011 | 1 | 6 | $460,077 | $50,987 | $8,498iApproximate average salary by contribution assumption: employee only about $212,446 at 4% or $141,631 at 6%; with 50% employer match about $141,631 at 4% or $94,420 at 6%; with 100% employer match about $106,223 at 4% or $70,815 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 6 | $460,077 | $50,987 | $8,498iApproximate average salary by contribution assumption: employee only about $212,446 at 4% or $141,631 at 6%; with 50% employer match about $141,631 at 4% or $94,420 at 6%; with 100% employer match about $106,223 at 4% or $70,815 at 6%. |
| 2010 | 1 | 7 | $394,612 | $46,699 | $6,671iApproximate average salary by contribution assumption: employee only about $166,782 at 4% or $111,188 at 6%; with 50% employer match about $111,188 at 4% or $74,125 at 6%; with 100% employer match about $83,391 at 4% or $55,594 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 7 | $394,612 | $46,699 | $6,671iApproximate average salary by contribution assumption: employee only about $166,782 at 4% or $111,188 at 6%; with 50% employer match about $111,188 at 4% or $74,125 at 6%; with 100% employer match about $83,391 at 4% or $55,594 at 6%. |
| 2009 | 1 | 7 | $363,230 | $61,974 | $8,853iApproximate average salary by contribution assumption: employee only about $221,336 at 4% or $147,557 at 6%; with 50% employer match about $147,557 at 4% or $98,371 at 6%; with 100% employer match about $110,668 at 4% or $73,779 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 7 | $363,230 | $61,974 | $8,853iApproximate average salary by contribution assumption: employee only about $221,336 at 4% or $147,557 at 6%; with 50% employer match about $147,557 at 4% or $98,371 at 6%; with 100% employer match about $110,668 at 4% or $73,779 at 6%. |
| 2008 | 1 | 7 | $238,758 | $65,728 | $9,390iApproximate average salary by contribution assumption: employee only about $234,743 at 4% or $156,495 at 6%; with 50% employer match about $156,495 at 4% or $104,330 at 6%; with 100% employer match about $117,371 at 4% or $78,248 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 7 | $238,758 | $65,728 | $9,390iApproximate average salary by contribution assumption: employee only about $234,743 at 4% or $156,495 at 6%; with 50% employer match about $156,495 at 4% or $104,330 at 6%; with 100% employer match about $117,371 at 4% or $78,248 at 6%. |
| 2007 | 1 | 6 | $239,470 | $16,177 | $2,696iApproximate average salary by contribution assumption: employee only about $67,404 at 4% or $44,936 at 6%; with 50% employer match about $44,936 at 4% or $29,957 at 6%; with 100% employer match about $33,702 at 4% or $22,468 at 6%. |
| Novak & Barhorst Cpas Chartered 401(K) Profit Sharing Plan | - | 6 | $239,470 | $16,177 | $2,696iApproximate average salary by contribution assumption: employee only about $67,404 at 4% or $44,936 at 6%; with 50% employer match about $44,936 at 4% or $29,957 at 6%; with 100% employer match about $33,702 at 4% or $22,468 at 6%. |