Civic Intelligence

Gift & Associates LLC

Plan context: GIFT CPAS DREAM FUND

EIN 26-0006710 • Mechanicsburg, PA • 3 filings • 2 plans

1205 Manor Drive Suite 100Mechanicsburg, PA 17055
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$2,861,468

2024 Contributions

$2,731,997

Historical Graphs

Total Assets Over Time

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

$2,861,468$1,430,734$020232024YearValue
$2,861,468Latest year 2024

Participants Over Time

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

5025020232024YearValue
50Latest 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
2024250$2,861,468$2,731,997$54,640iApproximate average salary by contribution assumption: employee only about $1,365,999 at 4% or $910,666 at 6%; with 50% employer match about $910,666 at 4% or $607,110 at 6%; with 100% employer match about $682,999 at 4% or $455,333 at 6%.
GIFT CPAS DREAM FUND-50$2,839,432$2,695,519$53,910iApproximate average salary by contribution assumption: employee only about $1,347,760 at 4% or $898,506 at 6%; with 50% employer match about $898,506 at 4% or $599,004 at 6%; with 100% employer match about $673,880 at 4% or $449,253 at 6%.
Gift & Associates Employee Benefit Plan-35$22,036$36,478$1,042iApproximate average salary by contribution assumption: employee only about $26,056 at 4% or $17,370 at 6%; with 50% employer match about $17,370 at 4% or $11,580 at 6%; with 100% employer match about $13,028 at 4% or $8,685 at 6%.
2023134$17,339$413,500$12,162iApproximate average salary by contribution assumption: employee only about $304,044 at 4% or $202,696 at 6%; with 50% employer match about $202,696 at 4% or $135,131 at 6%; with 100% employer match about $152,022 at 4% or $101,348 at 6%.
Gift & Associates Employee Benefit Plan-34$17,339$413,500$12,162iApproximate average salary by contribution assumption: employee only about $304,044 at 4% or $202,696 at 6%; with 50% employer match about $202,696 at 4% or $135,131 at 6%; with 100% employer match about $152,022 at 4% or $101,348 at 6%.