Civic Intelligence

Sd Associates PC. CPA'S

Plan context: Sd Associates PC. CPA'S 401(K) Plan

EIN 23-2585468 • Elkins Park, PA • 26 filings • 5 plans

300 Yorktown Plaza, Suite 300Elkins Park, PA 19027
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$11,146,458

2024 Contributions

$628,946

Historical Graphs

Total Assets Over Time

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

$11,217,840$5,608,920$0200220142024YearValue
$11,146,458Latest year 2024

Participants Over Time

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

30150200020122024YearValue
28Latest 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
2024128$11,146,458$628,946$22,462iApproximate average salary by contribution assumption: employee only about $561,559 at 4% or $374,373 at 6%; with 50% employer match about $374,373 at 4% or $249,582 at 6%; with 100% employer match about $280,779 at 4% or $187,186 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-28$11,146,458$628,946$22,462iApproximate average salary by contribution assumption: employee only about $561,559 at 4% or $374,373 at 6%; with 50% employer match about $374,373 at 4% or $249,582 at 6%; with 100% employer match about $280,779 at 4% or $187,186 at 6%.
2023130$11,217,840$574,451$19,148iApproximate average salary by contribution assumption: employee only about $478,709 at 4% or $319,139 at 6%; with 50% employer match about $319,139 at 4% or $212,760 at 6%; with 100% employer match about $239,355 at 4% or $159,570 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-30$11,217,840$574,451$19,148iApproximate average salary by contribution assumption: employee only about $478,709 at 4% or $319,139 at 6%; with 50% employer match about $319,139 at 4% or $212,760 at 6%; with 100% employer match about $239,355 at 4% or $159,570 at 6%.
2022128$9,221,327$538,622$19,237iApproximate average salary by contribution assumption: employee only about $480,913 at 4% or $320,608 at 6%; with 50% employer match about $320,608 at 4% or $213,739 at 6%; with 100% employer match about $240,456 at 4% or $160,304 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-28$9,221,327$538,622$19,237iApproximate average salary by contribution assumption: employee only about $480,913 at 4% or $320,608 at 6%; with 50% employer match about $320,608 at 4% or $213,739 at 6%; with 100% employer match about $240,456 at 4% or $160,304 at 6%.
2021126$10,447,844$505,538$19,444iApproximate average salary by contribution assumption: employee only about $486,094 at 4% or $324,063 at 6%; with 50% employer match about $324,063 at 4% or $216,042 at 6%; with 100% employer match about $243,047 at 4% or $162,031 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-26$10,447,844$505,538$19,444iApproximate average salary by contribution assumption: employee only about $486,094 at 4% or $324,063 at 6%; with 50% employer match about $324,063 at 4% or $216,042 at 6%; with 100% employer match about $243,047 at 4% or $162,031 at 6%.
2020123$9,656,514$466,293$20,274iApproximate average salary by contribution assumption: employee only about $506,840 at 4% or $337,893 at 6%; with 50% employer match about $337,893 at 4% or $225,262 at 6%; with 100% employer match about $253,420 at 4% or $168,947 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-23$9,656,514$466,293$20,274iApproximate average salary by contribution assumption: employee only about $506,840 at 4% or $337,893 at 6%; with 50% employer match about $337,893 at 4% or $225,262 at 6%; with 100% employer match about $253,420 at 4% or $168,947 at 6%.
2019121$8,050,650$381,495$18,166iApproximate average salary by contribution assumption: employee only about $454,161 at 4% or $302,774 at 6%; with 50% employer match about $302,774 at 4% or $201,849 at 6%; with 100% employer match about $227,080 at 4% or $151,387 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-21$8,050,650$381,495$18,166iApproximate average salary by contribution assumption: employee only about $454,161 at 4% or $302,774 at 6%; with 50% employer match about $302,774 at 4% or $201,849 at 6%; with 100% employer match about $227,080 at 4% or $151,387 at 6%.
2018122$6,316,047$319,110$14,505iApproximate average salary by contribution assumption: employee only about $362,625 at 4% or $241,750 at 6%; with 50% employer match about $241,750 at 4% or $161,167 at 6%; with 100% employer match about $181,313 at 4% or $120,875 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-22$6,316,047$319,110$14,505iApproximate average salary by contribution assumption: employee only about $362,625 at 4% or $241,750 at 6%; with 50% employer match about $241,750 at 4% or $161,167 at 6%; with 100% employer match about $181,313 at 4% or $120,875 at 6%.
2017121$6,585,764$315,033$15,002iApproximate average salary by contribution assumption: employee only about $375,039 at 4% or $250,026 at 6%; with 50% employer match about $250,026 at 4% or $166,684 at 6%; with 100% employer match about $187,520 at 4% or $125,013 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-21$6,585,764$315,033$15,002iApproximate average salary by contribution assumption: employee only about $375,039 at 4% or $250,026 at 6%; with 50% employer match about $250,026 at 4% or $166,684 at 6%; with 100% employer match about $187,520 at 4% or $125,013 at 6%.
2016124$5,381,435$252,874$10,536iApproximate average salary by contribution assumption: employee only about $263,410 at 4% or $175,607 at 6%; with 50% employer match about $175,607 at 4% or $117,071 at 6%; with 100% employer match about $131,705 at 4% or $87,803 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-24$5,381,435$252,874$10,536iApproximate average salary by contribution assumption: employee only about $263,410 at 4% or $175,607 at 6%; with 50% employer match about $175,607 at 4% or $117,071 at 6%; with 100% employer match about $131,705 at 4% or $87,803 at 6%.
2015124$4,708,729$243,800$10,158iApproximate average salary by contribution assumption: employee only about $253,958 at 4% or $169,306 at 6%; with 50% employer match about $169,306 at 4% or $112,870 at 6%; with 100% employer match about $126,979 at 4% or $84,653 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-24$4,708,729$243,800$10,158iApproximate average salary by contribution assumption: employee only about $253,958 at 4% or $169,306 at 6%; with 50% employer match about $169,306 at 4% or $112,870 at 6%; with 100% employer match about $126,979 at 4% or $84,653 at 6%.
2014123$4,585,123$267,468$11,629iApproximate average salary by contribution assumption: employee only about $290,726 at 4% or $193,817 at 6%; with 50% employer match about $193,817 at 4% or $129,212 at 6%; with 100% employer match about $145,363 at 4% or $96,909 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-23$4,585,123$267,468$11,629iApproximate average salary by contribution assumption: employee only about $290,726 at 4% or $193,817 at 6%; with 50% employer match about $193,817 at 4% or $129,212 at 6%; with 100% employer match about $145,363 at 4% or $96,909 at 6%.
2013123$4,069,646$262,344$11,406iApproximate average salary by contribution assumption: employee only about $285,157 at 4% or $190,104 at 6%; with 50% employer match about $190,104 at 4% or $126,736 at 6%; with 100% employer match about $142,578 at 4% or $95,052 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-23$4,069,646$262,344$11,406iApproximate average salary by contribution assumption: employee only about $285,157 at 4% or $190,104 at 6%; with 50% employer match about $190,104 at 4% or $126,736 at 6%; with 100% employer match about $142,578 at 4% or $95,052 at 6%.
2012123$3,073,909$254,891$11,082iApproximate average salary by contribution assumption: employee only about $277,055 at 4% or $184,704 at 6%; with 50% employer match about $184,704 at 4% or $123,136 at 6%; with 100% employer match about $138,528 at 4% or $92,352 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-23$3,073,909$254,891$11,082iApproximate average salary by contribution assumption: employee only about $277,055 at 4% or $184,704 at 6%; with 50% employer match about $184,704 at 4% or $123,136 at 6%; with 100% employer match about $138,528 at 4% or $92,352 at 6%.
2011123$2,507,445$246,270$10,707iApproximate average salary by contribution assumption: employee only about $267,685 at 4% or $178,457 at 6%; with 50% employer match about $178,457 at 4% or $118,971 at 6%; with 100% employer match about $133,842 at 4% or $89,228 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-23$2,507,445$246,270$10,707iApproximate average salary by contribution assumption: employee only about $267,685 at 4% or $178,457 at 6%; with 50% employer match about $178,457 at 4% or $118,971 at 6%; with 100% employer match about $133,842 at 4% or $89,228 at 6%.
2010123$2,395,966$244,508$10,631iApproximate average salary by contribution assumption: employee only about $265,770 at 4% or $177,180 at 6%; with 50% employer match about $177,180 at 4% or $118,120 at 6%; with 100% employer match about $132,885 at 4% or $88,590 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-23$2,395,966$244,508$10,631iApproximate average salary by contribution assumption: employee only about $265,770 at 4% or $177,180 at 6%; with 50% employer match about $177,180 at 4% or $118,120 at 6%; with 100% employer match about $132,885 at 4% or $88,590 at 6%.
2009120$1,887,136$242,833$12,142iApproximate average salary by contribution assumption: employee only about $303,541 at 4% or $202,361 at 6%; with 50% employer match about $202,361 at 4% or $134,907 at 6%; with 100% employer match about $151,771 at 4% or $101,180 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-20$1,887,136$242,833$12,142iApproximate average salary by contribution assumption: employee only about $303,541 at 4% or $202,361 at 6%; with 50% employer match about $202,361 at 4% or $134,907 at 6%; with 100% employer match about $151,771 at 4% or $101,180 at 6%.
2008115$1,260,147$247,933$16,529iApproximate average salary by contribution assumption: employee only about $413,222 at 4% or $275,481 at 6%; with 50% employer match about $275,481 at 4% or $183,654 at 6%; with 100% employer match about $206,611 at 4% or $137,741 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-15$1,260,147$247,933$16,529iApproximate average salary by contribution assumption: employee only about $413,222 at 4% or $275,481 at 6%; with 50% employer match about $275,481 at 4% or $183,654 at 6%; with 100% employer match about $206,611 at 4% or $137,741 at 6%.
2007114$0$0-
Sd Associates PC. CPA'S 401(K) Plan-14---
2006112$1,278,756$189,136$15,761iApproximate average salary by contribution assumption: employee only about $394,033 at 4% or $262,689 at 6%; with 50% employer match about $262,689 at 4% or $175,126 at 6%; with 100% employer match about $197,017 at 4% or $131,344 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-12$1,278,756$189,136$15,761iApproximate average salary by contribution assumption: employee only about $394,033 at 4% or $262,689 at 6%; with 50% employer match about $262,689 at 4% or $175,126 at 6%; with 100% employer match about $197,017 at 4% or $131,344 at 6%.
2005113$967,144$161,311$12,409iApproximate average salary by contribution assumption: employee only about $310,213 at 4% or $206,809 at 6%; with 50% employer match about $206,809 at 4% or $137,873 at 6%; with 100% employer match about $155,107 at 4% or $103,404 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-13$967,144$161,311$12,409iApproximate average salary by contribution assumption: employee only about $310,213 at 4% or $206,809 at 6%; with 50% employer match about $206,809 at 4% or $137,873 at 6%; with 100% employer match about $155,107 at 4% or $103,404 at 6%.
2004111$751,227$154,093$14,008iApproximate average salary by contribution assumption: employee only about $350,211 at 4% or $233,474 at 6%; with 50% employer match about $233,474 at 4% or $155,649 at 6%; with 100% employer match about $175,106 at 4% or $116,737 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-11$751,227$154,093$14,008iApproximate average salary by contribution assumption: employee only about $350,211 at 4% or $233,474 at 6%; with 50% employer match about $233,474 at 4% or $155,649 at 6%; with 100% employer match about $175,106 at 4% or $116,737 at 6%.
2003111$553,780$139,926$12,721iApproximate average salary by contribution assumption: employee only about $318,014 at 4% or $212,009 at 6%; with 50% employer match about $212,009 at 4% or $141,339 at 6%; with 100% employer match about $159,007 at 4% or $106,005 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-11$553,780$139,926$12,721iApproximate average salary by contribution assumption: employee only about $318,014 at 4% or $212,009 at 6%; with 50% employer match about $212,009 at 4% or $141,339 at 6%; with 100% employer match about $159,007 at 4% or $106,005 at 6%.
2002210$368,015$106,023$10,602iApproximate average salary by contribution assumption: employee only about $265,058 at 4% or $176,705 at 6%; with 50% employer match about $176,705 at 4% or $117,803 at 6%; with 100% employer match about $132,529 at 4% or $88,353 at 6%.
Sd Associates PC. CPA'S 401(K) Plan-10$368,015$106,023$10,602iApproximate average salary by contribution assumption: employee only about $265,058 at 4% or $176,705 at 6%; with 50% employer match about $176,705 at 4% or $117,803 at 6%; with 100% employer match about $132,529 at 4% or $88,353 at 6%.
SECTION 125-0---
2001111$0$0-
Sd Associates PC. CPA'S 401(K) Plan-11---
2000111$0$0-
Sd Associates PC. CPA'S 401(K) Plan-11---