Civic Intelligence

Keystone CPA Inc.

Plan context: KEYSTONE CPA PROFIT SHARING PLAN

EIN 26-2060595 • Fullerton, CA • 23 filings • 2 plans

1400 N. Harbor Blvd.Suite 650Fullerton, CA 92835
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,223,927

2024 Contributions

$304,105

Historical Graphs

Total Assets Over Time

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

$4,223,927$2,111,964$0201320192024YearValue
$4,223,927Latest year 2024

Participants Over Time

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

1580201320192024YearValue
15Latest 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
2024215$4,223,927$304,105$20,274iApproximate average salary by contribution assumption: employee only about $506,842 at 4% or $337,894 at 6%; with 50% employer match about $337,894 at 4% or $225,263 at 6%; with 100% employer match about $253,421 at 4% or $168,947 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-11$2,227,039$242,105$22,010iApproximate average salary by contribution assumption: employee only about $550,239 at 4% or $366,826 at 6%; with 50% employer match about $366,826 at 4% or $244,551 at 6%; with 100% employer match about $275,119 at 4% or $183,413 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-15$1,996,888$62,000$4,133iApproximate average salary by contribution assumption: employee only about $103,333 at 4% or $68,889 at 6%; with 50% employer match about $68,889 at 4% or $45,926 at 6%; with 100% employer match about $51,667 at 4% or $34,444 at 6%.
2023214$3,514,274$426,852$30,489iApproximate average salary by contribution assumption: employee only about $762,236 at 4% or $508,157 at 6%; with 50% employer match about $508,157 at 4% or $338,771 at 6%; with 100% employer match about $381,118 at 4% or $254,079 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-12$1,774,135$197,852$16,488iApproximate average salary by contribution assumption: employee only about $412,192 at 4% or $274,794 at 6%; with 50% employer match about $274,794 at 4% or $183,196 at 6%; with 100% employer match about $206,096 at 4% or $137,397 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-14$1,740,139$229,000$16,357iApproximate average salary by contribution assumption: employee only about $408,929 at 4% or $272,619 at 6%; with 50% employer match about $272,619 at 4% or $181,746 at 6%; with 100% employer match about $204,464 at 4% or $136,310 at 6%.
2022210$2,758,540$407,871$40,787iApproximate average salary by contribution assumption: employee only about $1,019,678 at 4% or $679,785 at 6%; with 50% employer match about $679,785 at 4% or $453,190 at 6%; with 100% employer match about $509,839 at 4% or $339,893 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-8$1,385,261$227,934$28,492iApproximate average salary by contribution assumption: employee only about $712,294 at 4% or $474,863 at 6%; with 50% employer match about $474,863 at 4% or $316,575 at 6%; with 100% employer match about $356,147 at 4% or $237,431 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-10$1,373,279$179,937$17,994iApproximate average salary by contribution assumption: employee only about $449,843 at 4% or $299,895 at 6%; with 50% employer match about $299,895 at 4% or $199,930 at 6%; with 100% employer match about $224,921 at 4% or $149,948 at 6%.
2021210$2,644,939$432,762$43,276iApproximate average salary by contribution assumption: employee only about $1,081,905 at 4% or $721,270 at 6%; with 50% employer match about $721,270 at 4% or $480,847 at 6%; with 100% employer match about $540,953 at 4% or $360,635 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-8$1,330,845$303,412$37,927iApproximate average salary by contribution assumption: employee only about $948,163 at 4% or $632,108 at 6%; with 50% employer match about $632,108 at 4% or $421,406 at 6%; with 100% employer match about $474,081 at 4% or $316,054 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-10$1,314,094$129,350$12,935iApproximate average salary by contribution assumption: employee only about $323,375 at 4% or $215,583 at 6%; with 50% employer match about $215,583 at 4% or $143,722 at 6%; with 100% employer match about $161,688 at 4% or $107,792 at 6%.
202028$1,965,860$243,176$30,397iApproximate average salary by contribution assumption: employee only about $759,925 at 4% or $506,617 at 6%; with 50% employer match about $506,617 at 4% or $337,744 at 6%; with 100% employer match about $379,963 at 4% or $253,308 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-8$1,071,065$78,330$9,791iApproximate average salary by contribution assumption: employee only about $244,781 at 4% or $163,188 at 6%; with 50% employer match about $163,188 at 4% or $108,792 at 6%; with 100% employer match about $122,391 at 4% or $81,594 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-6$894,795$164,846$27,474iApproximate average salary by contribution assumption: employee only about $686,858 at 4% or $457,906 at 6%; with 50% employer match about $457,906 at 4% or $305,270 at 6%; with 100% employer match about $343,429 at 4% or $228,953 at 6%.
201928$1,642,676$274,322$34,290iApproximate average salary by contribution assumption: employee only about $857,256 at 4% or $571,504 at 6%; with 50% employer match about $571,504 at 4% or $381,003 at 6%; with 100% employer match about $428,628 at 4% or $285,752 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-8$917,038$150,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-8$725,638$124,322$15,540iApproximate average salary by contribution assumption: employee only about $388,506 at 4% or $259,004 at 6%; with 50% employer match about $259,004 at 4% or $172,669 at 6%; with 100% employer match about $194,253 at 4% or $129,502 at 6%.
201828$1,188,659$298,620$37,328iApproximate average salary by contribution assumption: employee only about $933,188 at 4% or $622,125 at 6%; with 50% employer match about $622,125 at 4% or $414,750 at 6%; with 100% employer match about $466,594 at 4% or $311,063 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-8$684,176$186,534$23,317iApproximate average salary by contribution assumption: employee only about $582,919 at 4% or $388,613 at 6%; with 50% employer match about $388,613 at 4% or $259,075 at 6%; with 100% employer match about $291,459 at 4% or $194,306 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-8$504,483$112,086$14,011iApproximate average salary by contribution assumption: employee only about $350,269 at 4% or $233,513 at 6%; with 50% employer match about $233,513 at 4% or $155,675 at 6%; with 100% employer match about $175,134 at 4% or $116,756 at 6%.
201728$943,987$324,355$40,544iApproximate average salary by contribution assumption: employee only about $1,013,609 at 4% or $675,740 at 6%; with 50% employer match about $675,740 at 4% or $450,493 at 6%; with 100% employer match about $506,805 at 4% or $337,870 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-8$514,903$178,669$22,334iApproximate average salary by contribution assumption: employee only about $558,341 at 4% or $372,227 at 6%; with 50% employer match about $372,227 at 4% or $248,151 at 6%; with 100% employer match about $279,170 at 4% or $186,114 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-8$429,084$145,686$18,211iApproximate average salary by contribution assumption: employee only about $455,269 at 4% or $303,513 at 6%; with 50% employer match about $303,513 at 4% or $202,342 at 6%; with 100% employer match about $227,634 at 4% or $151,756 at 6%.
201627$556,669$241,384$34,483iApproximate average salary by contribution assumption: employee only about $862,086 at 4% or $574,724 at 6%; with 50% employer match about $574,724 at 4% or $383,149 at 6%; with 100% employer match about $431,043 at 4% or $287,362 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-7$310,514$108,264$15,466iApproximate average salary by contribution assumption: employee only about $386,657 at 4% or $257,771 at 6%; with 50% employer match about $257,771 at 4% or $171,848 at 6%; with 100% employer match about $193,329 at 4% or $128,886 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-7$246,155$133,120$19,017iApproximate average salary by contribution assumption: employee only about $475,429 at 4% or $316,952 at 6%; with 50% employer match about $316,952 at 4% or $211,302 at 6%; with 100% employer match about $237,714 at 4% or $158,476 at 6%.
201525$306,759$154,389$30,878iApproximate average salary by contribution assumption: employee only about $771,945 at 4% or $514,630 at 6%; with 50% employer match about $514,630 at 4% or $343,087 at 6%; with 100% employer match about $385,973 at 4% or $257,315 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-5$202,248$99,000$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-5$104,511$55,389$11,078iApproximate average salary by contribution assumption: employee only about $276,945 at 4% or $184,630 at 6%; with 50% employer match about $184,630 at 4% or $123,087 at 6%; with 100% employer match about $138,473 at 4% or $92,315 at 6%.
201424$156,641$125,364$31,341iApproximate average salary by contribution assumption: employee only about $783,525 at 4% or $522,350 at 6%; with 50% employer match about $522,350 at 4% or $348,233 at 6%; with 100% employer match about $391,763 at 4% or $261,175 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-4$103,243$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
KEYSTONE CPA PROFIT SHARING PLAN-4$53,398$50,364$12,591iApproximate average salary by contribution assumption: employee only about $314,775 at 4% or $209,850 at 6%; with 50% employer match about $209,850 at 4% or $139,900 at 6%; with 100% employer match about $157,388 at 4% or $104,925 at 6%.
201312$28,242$28,242$14,121iApproximate average salary by contribution assumption: employee only about $353,025 at 4% or $235,350 at 6%; with 50% employer match about $235,350 at 4% or $156,900 at 6%; with 100% employer match about $176,513 at 4% or $117,675 at 6%.
Keystone CPA Inc. Defined Benefit Pension Plan-2$28,242$28,242$14,121iApproximate average salary by contribution assumption: employee only about $353,025 at 4% or $235,350 at 6%; with 50% employer match about $235,350 at 4% or $156,900 at 6%; with 100% employer match about $176,513 at 4% or $117,675 at 6%.
Keystone CPA Inc. | EIN 26-2060595 | 2024 Form 5500 Company Profile