Civic Intelligence

Anthony J Modesto CPA PC

Plan context: Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust

EIN 26-2532468 • Burlington, MA • 13 filings • 2 plans

113 Cambridge StBurlington, MA 01803-4116
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,010,595

2024 Contributions

$48,510

Historical Graphs

Total Assets Over Time

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

$1,010,595$505,298$0201220182024YearValue
$1,010,595Latest year 2024

Participants Over Time

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

210201220182024YearValue
2Latest 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
202412$1,010,595$48,510$24,255iApproximate average salary by contribution assumption: employee only about $606,375 at 4% or $404,250 at 6%; with 50% employer match about $404,250 at 4% or $269,500 at 6%; with 100% employer match about $303,188 at 4% or $202,125 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$1,010,595$48,510$24,255iApproximate average salary by contribution assumption: employee only about $606,375 at 4% or $404,250 at 6%; with 50% employer match about $404,250 at 4% or $269,500 at 6%; with 100% employer match about $303,188 at 4% or $202,125 at 6%.
202312$811,250$46,019$23,010iApproximate average salary by contribution assumption: employee only about $575,238 at 4% or $383,492 at 6%; with 50% employer match about $383,492 at 4% or $255,661 at 6%; with 100% employer match about $287,619 at 4% or $191,746 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$811,250$46,019$23,010iApproximate average salary by contribution assumption: employee only about $575,238 at 4% or $383,492 at 6%; with 50% employer match about $383,492 at 4% or $255,661 at 6%; with 100% employer match about $287,619 at 4% or $191,746 at 6%.
202212$635,809$43,385$21,693iApproximate average salary by contribution assumption: employee only about $542,313 at 4% or $361,542 at 6%; with 50% employer match about $361,542 at 4% or $241,028 at 6%; with 100% employer match about $271,156 at 4% or $180,771 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$635,809$43,385$21,693iApproximate average salary by contribution assumption: employee only about $542,313 at 4% or $361,542 at 6%; with 50% employer match about $361,542 at 4% or $241,028 at 6%; with 100% employer match about $271,156 at 4% or $180,771 at 6%.
202112$706,290$41,603$20,802iApproximate average salary by contribution assumption: employee only about $520,038 at 4% or $346,692 at 6%; with 50% employer match about $346,692 at 4% or $231,128 at 6%; with 100% employer match about $260,019 at 4% or $173,346 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$706,290$41,603$20,802iApproximate average salary by contribution assumption: employee only about $520,038 at 4% or $346,692 at 6%; with 50% employer match about $346,692 at 4% or $231,128 at 6%; with 100% employer match about $260,019 at 4% or $173,346 at 6%.
202012$546,552$44,939$22,470iApproximate average salary by contribution assumption: employee only about $561,738 at 4% or $374,492 at 6%; with 50% employer match about $374,492 at 4% or $249,661 at 6%; with 100% employer match about $280,869 at 4% or $187,246 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$546,552$44,939$22,470iApproximate average salary by contribution assumption: employee only about $561,738 at 4% or $374,492 at 6%; with 50% employer match about $374,492 at 4% or $249,661 at 6%; with 100% employer match about $280,869 at 4% or $187,246 at 6%.
201912$434,283$42,550$21,275iApproximate average salary by contribution assumption: employee only about $531,875 at 4% or $354,583 at 6%; with 50% employer match about $354,583 at 4% or $236,389 at 6%; with 100% employer match about $265,938 at 4% or $177,292 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$434,283$42,550$21,275iApproximate average salary by contribution assumption: employee only about $531,875 at 4% or $354,583 at 6%; with 50% employer match about $354,583 at 4% or $236,389 at 6%; with 100% employer match about $265,938 at 4% or $177,292 at 6%.
201812$313,033$42,014$21,007iApproximate average salary by contribution assumption: employee only about $525,175 at 4% or $350,117 at 6%; with 50% employer match about $350,117 at 4% or $233,411 at 6%; with 100% employer match about $262,588 at 4% or $175,058 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$313,033$42,014$21,007iApproximate average salary by contribution assumption: employee only about $525,175 at 4% or $350,117 at 6%; with 50% employer match about $350,117 at 4% or $233,411 at 6%; with 100% employer match about $262,588 at 4% or $175,058 at 6%.
201712$288,835$42,081$21,041iApproximate average salary by contribution assumption: employee only about $526,013 at 4% or $350,675 at 6%; with 50% employer match about $350,675 at 4% or $233,783 at 6%; with 100% employer match about $263,006 at 4% or $175,338 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$288,835$42,081$21,041iApproximate average salary by contribution assumption: employee only about $526,013 at 4% or $350,675 at 6%; with 50% employer match about $350,675 at 4% or $233,783 at 6%; with 100% employer match about $263,006 at 4% or $175,338 at 6%.
201612$210,292$41,544$20,772iApproximate average salary by contribution assumption: employee only about $519,300 at 4% or $346,200 at 6%; with 50% employer match about $346,200 at 4% or $230,800 at 6%; with 100% employer match about $259,650 at 4% or $173,100 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$210,292$41,544$20,772iApproximate average salary by contribution assumption: employee only about $519,300 at 4% or $346,200 at 6%; with 50% employer match about $346,200 at 4% or $230,800 at 6%; with 100% employer match about $259,650 at 4% or $173,100 at 6%.
201512$171,892$41,237$20,619iApproximate average salary by contribution assumption: employee only about $515,463 at 4% or $343,642 at 6%; with 50% employer match about $343,642 at 4% or $229,094 at 6%; with 100% employer match about $257,731 at 4% or $171,821 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$171,892$41,237$20,619iApproximate average salary by contribution assumption: employee only about $515,463 at 4% or $343,642 at 6%; with 50% employer match about $343,642 at 4% or $229,094 at 6%; with 100% employer match about $257,731 at 4% or $171,821 at 6%.
201412$130,427$42,195$21,098iApproximate average salary by contribution assumption: employee only about $527,438 at 4% or $351,625 at 6%; with 50% employer match about $351,625 at 4% or $234,417 at 6%; with 100% employer match about $263,719 at 4% or $175,813 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$130,427$42,195$21,098iApproximate average salary by contribution assumption: employee only about $527,438 at 4% or $351,625 at 6%; with 50% employer match about $351,625 at 4% or $234,417 at 6%; with 100% employer match about $263,719 at 4% or $175,813 at 6%.
201312$82,300$39,418$19,709iApproximate average salary by contribution assumption: employee only about $492,725 at 4% or $328,483 at 6%; with 50% employer match about $328,483 at 4% or $218,989 at 6%; with 100% employer match about $246,363 at 4% or $164,242 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$82,300$39,418$19,709iApproximate average salary by contribution assumption: employee only about $492,725 at 4% or $328,483 at 6%; with 50% employer match about $328,483 at 4% or $218,989 at 6%; with 100% employer match about $246,363 at 4% or $164,242 at 6%.
201212$34,055$34,024$17,012iApproximate average salary by contribution assumption: employee only about $425,300 at 4% or $283,533 at 6%; with 50% employer match about $283,533 at 4% or $189,022 at 6%; with 100% employer match about $212,650 at 4% or $141,767 at 6%.
Anthony J Modesto CPA PC 401(K) Profit Sharing Plan & Trust-2$34,055$34,024$17,012iApproximate average salary by contribution assumption: employee only about $425,300 at 4% or $283,533 at 6%; with 50% employer match about $283,533 at 4% or $189,022 at 6%; with 100% employer match about $212,650 at 4% or $141,767 at 6%.