Civic Intelligence

Finesse Tax Accounting

Plan context: Finesse Tax Accounting 401 K Profit Sharing Plan Trust

EIN 26-1688416 • Middleburg, VA • 11 filings • 2 plans

107 W Federal StUnit 2Middleburg, VA 20117
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$518,053

2024 Contributions

$65,293

Historical Graphs

Total Assets Over Time

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

$518,053$259,027$0201420192024YearValue
$518,053Latest year 2024

Participants Over Time

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

420201420192024YearValue
4Latest 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
202414$518,053$65,293$16,323iApproximate average salary by contribution assumption: employee only about $408,081 at 4% or $272,054 at 6%; with 50% employer match about $272,054 at 4% or $181,369 at 6%; with 100% employer match about $204,041 at 4% or $136,027 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-4$518,053$65,293$16,323iApproximate average salary by contribution assumption: employee only about $408,081 at 4% or $272,054 at 6%; with 50% employer match about $272,054 at 4% or $181,369 at 6%; with 100% employer match about $204,041 at 4% or $136,027 at 6%.
202314$408,027$53,379$13,345iApproximate average salary by contribution assumption: employee only about $333,619 at 4% or $222,413 at 6%; with 50% employer match about $222,413 at 4% or $148,275 at 6%; with 100% employer match about $166,809 at 4% or $111,206 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-4$408,027$53,379$13,345iApproximate average salary by contribution assumption: employee only about $333,619 at 4% or $222,413 at 6%; with 50% employer match about $222,413 at 4% or $148,275 at 6%; with 100% employer match about $166,809 at 4% or $111,206 at 6%.
202214$313,283$56,577$14,144iApproximate average salary by contribution assumption: employee only about $353,606 at 4% or $235,738 at 6%; with 50% employer match about $235,738 at 4% or $157,158 at 6%; with 100% employer match about $176,803 at 4% or $117,869 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-4$313,283$56,577$14,144iApproximate average salary by contribution assumption: employee only about $353,606 at 4% or $235,738 at 6%; with 50% employer match about $235,738 at 4% or $157,158 at 6%; with 100% employer match about $176,803 at 4% or $117,869 at 6%.
202114$299,842$17,187$4,297iApproximate average salary by contribution assumption: employee only about $107,419 at 4% or $71,613 at 6%; with 50% employer match about $71,613 at 4% or $47,742 at 6%; with 100% employer match about $53,709 at 4% or $35,806 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-4$299,842$17,187$4,297iApproximate average salary by contribution assumption: employee only about $107,419 at 4% or $71,613 at 6%; with 50% employer match about $71,613 at 4% or $47,742 at 6%; with 100% employer match about $53,709 at 4% or $35,806 at 6%.
202013$213,784$41,798$13,933iApproximate average salary by contribution assumption: employee only about $348,317 at 4% or $232,211 at 6%; with 50% employer match about $232,211 at 4% or $154,807 at 6%; with 100% employer match about $174,158 at 4% or $116,106 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-3$213,784$41,798$13,933iApproximate average salary by contribution assumption: employee only about $348,317 at 4% or $232,211 at 6%; with 50% employer match about $232,211 at 4% or $154,807 at 6%; with 100% employer match about $174,158 at 4% or $116,106 at 6%.
201912$146,225$25,571$12,786iApproximate average salary by contribution assumption: employee only about $319,638 at 4% or $213,092 at 6%; with 50% employer match about $213,092 at 4% or $142,061 at 6%; with 100% employer match about $159,819 at 4% or $106,546 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-2$146,225$25,571$12,786iApproximate average salary by contribution assumption: employee only about $319,638 at 4% or $213,092 at 6%; with 50% employer match about $213,092 at 4% or $142,061 at 6%; with 100% employer match about $159,819 at 4% or $106,546 at 6%.
201812$96,895$23,047$11,524iApproximate average salary by contribution assumption: employee only about $288,088 at 4% or $192,058 at 6%; with 50% employer match about $192,058 at 4% or $128,039 at 6%; with 100% employer match about $144,044 at 4% or $96,029 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-2$96,895$23,047$11,524iApproximate average salary by contribution assumption: employee only about $288,088 at 4% or $192,058 at 6%; with 50% employer match about $192,058 at 4% or $128,039 at 6%; with 100% employer match about $144,044 at 4% or $96,029 at 6%.
201712$81,950$25,961$12,981iApproximate average salary by contribution assumption: employee only about $324,513 at 4% or $216,342 at 6%; with 50% employer match about $216,342 at 4% or $144,228 at 6%; with 100% employer match about $162,256 at 4% or $108,171 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-2$81,950$25,961$12,981iApproximate average salary by contribution assumption: employee only about $324,513 at 4% or $216,342 at 6%; with 50% employer match about $216,342 at 4% or $144,228 at 6%; with 100% employer match about $162,256 at 4% or $108,171 at 6%.
201611$45,889$5,128$5,128iApproximate average salary by contribution assumption: employee only about $128,200 at 4% or $85,467 at 6%; with 50% employer match about $85,467 at 4% or $56,978 at 6%; with 100% employer match about $64,100 at 4% or $42,733 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-1$45,889$5,128$5,128iApproximate average salary by contribution assumption: employee only about $128,200 at 4% or $85,467 at 6%; with 50% employer match about $85,467 at 4% or $56,978 at 6%; with 100% employer match about $64,100 at 4% or $42,733 at 6%.
201511$37,514$20,552$20,552iApproximate average salary by contribution assumption: employee only about $513,800 at 4% or $342,533 at 6%; with 50% employer match about $342,533 at 4% or $228,356 at 6%; with 100% employer match about $256,900 at 4% or $171,267 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-1$37,514$20,552$20,552iApproximate average salary by contribution assumption: employee only about $513,800 at 4% or $342,533 at 6%; with 50% employer match about $342,533 at 4% or $228,356 at 6%; with 100% employer match about $256,900 at 4% or $171,267 at 6%.
201411$17,790$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Finesse Tax Accounting 401 K Profit Sharing Plan Trust-1$17,790$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.