Civic Intelligence

Aaron T White CPA

Plan context: Aaron T White CPA 401 K Profit Sharing Plan Trust

EIN 27-1147399 • Worcester, MA • 5 filings • 2 plans

90 Madison St Ste 406Worcester, MA 01608-2073
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$63,659

2018 Contributions

$21,700

Historical Graphs

Total Assets Over Time

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

$63,659$31,830$0201420162017YearValue
$63,659Latest year 2017

Participants Over Time

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

210201420162017YearValue
1Latest year 2017

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
201810$0$0-
Aaron T White CPA 401 K Profit Sharing Plan Trust-0$0$0-
201711$63,659$0-
Aaron T White CPA 401 K Profit Sharing Plan Trust-1$63,659$0-
201611$59,742$21,700$21,700iApproximate average salary by contribution assumption: employee only about $542,500 at 4% or $361,667 at 6%; with 50% employer match about $361,667 at 4% or $241,111 at 6%; with 100% employer match about $271,250 at 4% or $180,833 at 6%.
Aaron T White CPA 401 K Profit Sharing Plan Trust-1$59,742$21,700$21,700iApproximate average salary by contribution assumption: employee only about $542,500 at 4% or $361,667 at 6%; with 50% employer match about $361,667 at 4% or $241,111 at 6%; with 100% employer match about $271,250 at 4% or $180,833 at 6%.
201512$41,025$23,269$11,635iApproximate average salary by contribution assumption: employee only about $290,863 at 4% or $193,908 at 6%; with 50% employer match about $193,908 at 4% or $129,272 at 6%; with 100% employer match about $145,431 at 4% or $96,954 at 6%.
Aaron T White CPA 401 K Profit Sharing Plan Trust-2$41,025$23,269$11,635iApproximate average salary by contribution assumption: employee only about $290,863 at 4% or $193,908 at 6%; with 50% employer match about $193,908 at 4% or $129,272 at 6%; with 100% employer match about $145,431 at 4% or $96,954 at 6%.
201412$18,499$18,661$9,331iApproximate average salary by contribution assumption: employee only about $233,263 at 4% or $155,508 at 6%; with 50% employer match about $155,508 at 4% or $103,672 at 6%; with 100% employer match about $116,631 at 4% or $77,754 at 6%.
Aaron T White CPA 401 K Profit Sharing Plan Trust-2$18,499$18,661$9,331iApproximate average salary by contribution assumption: employee only about $233,263 at 4% or $155,508 at 6%; with 50% employer match about $155,508 at 4% or $103,672 at 6%; with 100% employer match about $116,631 at 4% or $77,754 at 6%.