Civic Intelligence

Clausen & Company Cpas PC

Plan context: Clausen Company Cpas PC 401 K Profit Sharing Plan Trust

EIN 26-0000927 • Berlin, MA • 15 filings • 4 plans

28 Brook LaneBerlin, MA 01503
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$908,985

2023 Contributions

$81,275

Historical Graphs

Total Assets Over Time

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

$1,047,533$523,767$0200920162022YearValue
$908,985Latest year 2022

Participants Over Time

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

840200920162022YearValue
8Latest year 2022

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
202310$0$0-
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-0---
202218$908,985$81,275$10,159iApproximate average salary by contribution assumption: employee only about $253,984 at 4% or $169,323 at 6%; with 50% employer match about $169,323 at 4% or $112,882 at 6%; with 100% employer match about $126,992 at 4% or $84,661 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-8$908,985$81,275$10,159iApproximate average salary by contribution assumption: employee only about $253,984 at 4% or $169,323 at 6%; with 50% employer match about $169,323 at 4% or $112,882 at 6%; with 100% employer match about $126,992 at 4% or $84,661 at 6%.
202118$1,047,533$80,531$10,066iApproximate average salary by contribution assumption: employee only about $251,659 at 4% or $167,773 at 6%; with 50% employer match about $167,773 at 4% or $111,849 at 6%; with 100% employer match about $125,830 at 4% or $83,886 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-8$1,047,533$80,531$10,066iApproximate average salary by contribution assumption: employee only about $251,659 at 4% or $167,773 at 6%; with 50% employer match about $167,773 at 4% or $111,849 at 6%; with 100% employer match about $125,830 at 4% or $83,886 at 6%.
202018$845,727$79,242$9,905iApproximate average salary by contribution assumption: employee only about $247,631 at 4% or $165,088 at 6%; with 50% employer match about $165,088 at 4% or $110,058 at 6%; with 100% employer match about $123,816 at 4% or $82,544 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-8$845,727$79,242$9,905iApproximate average salary by contribution assumption: employee only about $247,631 at 4% or $165,088 at 6%; with 50% employer match about $165,088 at 4% or $110,058 at 6%; with 100% employer match about $123,816 at 4% or $82,544 at 6%.
201917$628,880$77,743$11,106iApproximate average salary by contribution assumption: employee only about $277,654 at 4% or $185,102 at 6%; with 50% employer match about $185,102 at 4% or $123,402 at 6%; with 100% employer match about $138,827 at 4% or $92,551 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-7$628,880$77,743$11,106iApproximate average salary by contribution assumption: employee only about $277,654 at 4% or $185,102 at 6%; with 50% employer match about $185,102 at 4% or $123,402 at 6%; with 100% employer match about $138,827 at 4% or $92,551 at 6%.
201816$715,679$74,627$12,438iApproximate average salary by contribution assumption: employee only about $310,946 at 4% or $207,297 at 6%; with 50% employer match about $207,297 at 4% or $138,198 at 6%; with 100% employer match about $155,473 at 4% or $103,649 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-6$715,679$74,627$12,438iApproximate average salary by contribution assumption: employee only about $310,946 at 4% or $207,297 at 6%; with 50% employer match about $207,297 at 4% or $138,198 at 6%; with 100% employer match about $155,473 at 4% or $103,649 at 6%.
201716$684,337$156,339$26,057iApproximate average salary by contribution assumption: employee only about $651,413 at 4% or $434,275 at 6%; with 50% employer match about $434,275 at 4% or $289,517 at 6%; with 100% employer match about $325,706 at 4% or $217,138 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-6$684,337$156,339$26,057iApproximate average salary by contribution assumption: employee only about $651,413 at 4% or $434,275 at 6%; with 50% employer match about $434,275 at 4% or $289,517 at 6%; with 100% employer match about $325,706 at 4% or $217,138 at 6%.
201615$449,745$63,483$12,697iApproximate average salary by contribution assumption: employee only about $317,415 at 4% or $211,610 at 6%; with 50% employer match about $211,610 at 4% or $141,073 at 6%; with 100% employer match about $158,708 at 4% or $105,805 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-5$449,745$63,483$12,697iApproximate average salary by contribution assumption: employee only about $317,415 at 4% or $211,610 at 6%; with 50% employer match about $211,610 at 4% or $141,073 at 6%; with 100% employer match about $158,708 at 4% or $105,805 at 6%.
201516$523,531$62,348$10,391iApproximate average salary by contribution assumption: employee only about $259,783 at 4% or $173,189 at 6%; with 50% employer match about $173,189 at 4% or $115,459 at 6%; with 100% employer match about $129,892 at 4% or $86,594 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-6$523,531$62,348$10,391iApproximate average salary by contribution assumption: employee only about $259,783 at 4% or $173,189 at 6%; with 50% employer match about $173,189 at 4% or $115,459 at 6%; with 100% employer match about $129,892 at 4% or $86,594 at 6%.
201416$475,472$80,454$13,409iApproximate average salary by contribution assumption: employee only about $335,225 at 4% or $223,483 at 6%; with 50% employer match about $223,483 at 4% or $148,989 at 6%; with 100% employer match about $167,613 at 4% or $111,742 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-6$475,472$80,454$13,409iApproximate average salary by contribution assumption: employee only about $335,225 at 4% or $223,483 at 6%; with 50% employer match about $223,483 at 4% or $148,989 at 6%; with 100% employer match about $167,613 at 4% or $111,742 at 6%.
201316$388,936$74,047$12,341iApproximate average salary by contribution assumption: employee only about $308,529 at 4% or $205,686 at 6%; with 50% employer match about $205,686 at 4% or $137,124 at 6%; with 100% employer match about $154,265 at 4% or $102,843 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-6$388,936$74,047$12,341iApproximate average salary by contribution assumption: employee only about $308,529 at 4% or $205,686 at 6%; with 50% employer match about $205,686 at 4% or $137,124 at 6%; with 100% employer match about $154,265 at 4% or $102,843 at 6%.
201215$270,769$67,663$13,533iApproximate average salary by contribution assumption: employee only about $338,315 at 4% or $225,543 at 6%; with 50% employer match about $225,543 at 4% or $150,362 at 6%; with 100% employer match about $169,158 at 4% or $112,772 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-5$270,769$67,663$13,533iApproximate average salary by contribution assumption: employee only about $338,315 at 4% or $225,543 at 6%; with 50% employer match about $225,543 at 4% or $150,362 at 6%; with 100% employer match about $169,158 at 4% or $112,772 at 6%.
201115$176,816$55,560$11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-5$176,816$55,560$11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%.
201015$129,279$57,509$11,502iApproximate average salary by contribution assumption: employee only about $287,545 at 4% or $191,697 at 6%; with 50% employer match about $191,697 at 4% or $127,798 at 6%; with 100% employer match about $143,773 at 4% or $95,848 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-5$129,279$57,509$11,502iApproximate average salary by contribution assumption: employee only about $287,545 at 4% or $191,697 at 6%; with 50% employer match about $191,697 at 4% or $127,798 at 6%; with 100% employer match about $143,773 at 4% or $95,848 at 6%.
200915$61,441$56,419$11,284iApproximate average salary by contribution assumption: employee only about $282,095 at 4% or $188,063 at 6%; with 50% employer match about $188,063 at 4% or $125,376 at 6%; with 100% employer match about $141,048 at 4% or $94,032 at 6%.
Clausen Company Cpas PC 401 K Profit Sharing Plan Trust-5$61,441$56,419$11,284iApproximate average salary by contribution assumption: employee only about $282,095 at 4% or $188,063 at 6%; with 50% employer match about $188,063 at 4% or $125,376 at 6%; with 100% employer match about $141,048 at 4% or $94,032 at 6%.