Civic Intelligence

Slattery Petersen PLLC

Plan context: Slattery Petersen PLLC Cash Balance Plan

EIN 27-1338597 • Phoenix, AZ • 22 filings • 2 plans

340 E. Palm Lane, Suite 250Suite 250Phoenix, AZ 85004
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$10,815,836

2024 Contributions

$927,257

Historical Graphs

Total Assets Over Time

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

$10,815,836$5,407,918$0201420192024YearValue
$10,815,836Latest year 2024

Participants Over Time

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

19100201420192024YearValue
16Latest 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
2024216$10,815,836$927,257$57,954iApproximate average salary by contribution assumption: employee only about $1,448,839 at 4% or $965,893 at 6%; with 50% employer match about $965,893 at 4% or $643,928 at 6%; with 100% employer match about $724,420 at 4% or $482,946 at 6%.
Slattery Petersen PLLC Cash Balance Plan-13$6,140,335$708,829$54,525iApproximate average salary by contribution assumption: employee only about $1,363,133 at 4% or $908,755 at 6%; with 50% employer match about $908,755 at 4% or $605,837 at 6%; with 100% employer match about $681,566 at 4% or $454,378 at 6%.
Slattery Petersen PLLC 401(K) Plan-16$4,675,501$218,428$13,652iApproximate average salary by contribution assumption: employee only about $341,294 at 4% or $227,529 at 6%; with 50% employer match about $227,529 at 4% or $151,686 at 6%; with 100% employer match about $170,647 at 4% or $113,765 at 6%.
2023216$9,305,744$1,096,517$68,532iApproximate average salary by contribution assumption: employee only about $1,713,308 at 4% or $1,142,205 at 6%; with 50% employer match about $1,142,205 at 4% or $761,470 at 6%; with 100% employer match about $856,654 at 4% or $571,103 at 6%.
Slattery Petersen PLLC Cash Balance Plan-11$5,132,587$901,022$81,911iApproximate average salary by contribution assumption: employee only about $2,047,777 at 4% or $1,365,185 at 6%; with 50% employer match about $1,365,185 at 4% or $910,123 at 6%; with 100% employer match about $1,023,889 at 4% or $682,592 at 6%.
Slattery Petersen PLLC 401(K) Plan-16$4,173,157$195,495$12,218iApproximate average salary by contribution assumption: employee only about $305,461 at 4% or $203,641 at 6%; with 50% employer match about $203,641 at 4% or $135,760 at 6%; with 100% employer match about $152,730 at 4% or $101,820 at 6%.
2022216$7,615,251$849,997$53,125iApproximate average salary by contribution assumption: employee only about $1,328,120 at 4% or $885,414 at 6%; with 50% employer match about $885,414 at 4% or $590,276 at 6%; with 100% employer match about $664,060 at 4% or $442,707 at 6%.
Slattery Petersen PLLC Cash Balance Plan-13$4,137,367$619,862$47,682iApproximate average salary by contribution assumption: employee only about $1,192,042 at 4% or $794,695 at 6%; with 50% employer match about $794,695 at 4% or $529,797 at 6%; with 100% employer match about $596,021 at 4% or $397,347 at 6%.
Slattery Petersen PLLC 401(K) Plan-16$3,477,884$230,135$14,383iApproximate average salary by contribution assumption: employee only about $359,586 at 4% or $239,724 at 6%; with 50% employer match about $239,724 at 4% or $159,816 at 6%; with 100% employer match about $179,793 at 4% or $119,862 at 6%.
2021219$7,787,941$712,586$37,505iApproximate average salary by contribution assumption: employee only about $937,613 at 4% or $625,075 at 6%; with 50% employer match about $625,075 at 4% or $416,717 at 6%; with 100% employer match about $468,807 at 4% or $312,538 at 6%.
Slattery Petersen PLLC 401(K) Plan-19$3,910,523$120,830$6,359iApproximate average salary by contribution assumption: employee only about $158,987 at 4% or $105,991 at 6%; with 50% employer match about $105,991 at 4% or $70,661 at 6%; with 100% employer match about $79,493 at 4% or $52,996 at 6%.
Slattery Petersen PLLC Cash Balance Plan-12$3,877,418$591,756$49,313iApproximate average salary by contribution assumption: employee only about $1,232,825 at 4% or $821,883 at 6%; with 50% employer match about $821,883 at 4% or $547,922 at 6%; with 100% employer match about $616,413 at 4% or $410,942 at 6%.
2020217$6,583,739$712,524$41,913iApproximate average salary by contribution assumption: employee only about $1,047,829 at 4% or $698,553 at 6%; with 50% employer match about $698,553 at 4% or $465,702 at 6%; with 100% employer match about $523,915 at 4% or $349,276 at 6%.
Slattery Petersen PLLC 401(K) Plan-17$3,465,670$137,666$8,098iApproximate average salary by contribution assumption: employee only about $202,450 at 4% or $134,967 at 6%; with 50% employer match about $134,967 at 4% or $89,978 at 6%; with 100% employer match about $101,225 at 4% or $67,483 at 6%.
Slattery Petersen PLLC Cash Balance Plan-10$3,118,069$574,858$57,486iApproximate average salary by contribution assumption: employee only about $1,437,145 at 4% or $958,097 at 6%; with 50% employer match about $958,097 at 4% or $638,731 at 6%; with 100% employer match about $718,573 at 4% or $479,048 at 6%.
2019215$5,620,547$623,578$41,572iApproximate average salary by contribution assumption: employee only about $1,039,297 at 4% or $692,864 at 6%; with 50% employer match about $692,864 at 4% or $461,910 at 6%; with 100% employer match about $519,648 at 4% or $346,432 at 6%.
Slattery Petersen PLLC 401(K) Plan-15$3,024,633$150,578$10,039iApproximate average salary by contribution assumption: employee only about $250,963 at 4% or $167,309 at 6%; with 50% employer match about $167,309 at 4% or $111,539 at 6%; with 100% employer match about $125,482 at 4% or $83,654 at 6%.
Slattery Petersen PLLC Cash Balance Plan-10$2,595,914$473,000$47,300iApproximate average salary by contribution assumption: employee only about $1,182,500 at 4% or $788,333 at 6%; with 50% employer match about $788,333 at 4% or $525,556 at 6%; with 100% employer match about $591,250 at 4% or $394,167 at 6%.
2018212$4,435,718$1,132,551$94,379iApproximate average salary by contribution assumption: employee only about $2,359,481 at 4% or $1,572,988 at 6%; with 50% employer match about $1,572,988 at 4% or $1,048,658 at 6%; with 100% employer match about $1,179,741 at 4% or $786,494 at 6%.
Slattery Petersen PLLC 401(K) Plan-12$2,440,272$632,551$52,713iApproximate average salary by contribution assumption: employee only about $1,317,815 at 4% or $878,543 at 6%; with 50% employer match about $878,543 at 4% or $585,695 at 6%; with 100% employer match about $658,907 at 4% or $439,272 at 6%.
Slattery Petersen PLLC Cash Balance Plan-10$1,995,446$500,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201729$3,476,196$629,034$69,893iApproximate average salary by contribution assumption: employee only about $1,747,317 at 4% or $1,164,878 at 6%; with 50% employer match about $1,164,878 at 4% or $776,585 at 6%; with 100% employer match about $873,658 at 4% or $582,439 at 6%.
Slattery Petersen PLLC 401(K) Plan-9$1,917,958$154,045$17,116iApproximate average salary by contribution assumption: employee only about $427,903 at 4% or $285,269 at 6%; with 50% employer match about $285,269 at 4% or $190,179 at 6%; with 100% employer match about $213,951 at 4% or $142,634 at 6%.
Slattery Petersen PLLC Cash Balance Plan-8$1,558,238$474,989$59,374iApproximate average salary by contribution assumption: employee only about $1,484,341 at 4% or $989,560 at 6%; with 50% employer match about $989,560 at 4% or $659,707 at 6%; with 100% employer match about $742,170 at 4% or $494,780 at 6%.
201627$2,542,910$571,929$81,704iApproximate average salary by contribution assumption: employee only about $2,042,604 at 4% or $1,361,736 at 6%; with 50% employer match about $1,361,736 at 4% or $907,824 at 6%; with 100% employer match about $1,021,302 at 4% or $680,868 at 6%.
Slattery Petersen PLLC 401(K) Plan-7$1,525,625$138,261$19,752iApproximate average salary by contribution assumption: employee only about $493,789 at 4% or $329,193 at 6%; with 50% employer match about $329,193 at 4% or $219,462 at 6%; with 100% employer match about $246,895 at 4% or $164,596 at 6%.
Slattery Petersen PLLC Cash Balance Plan-5$1,017,285$433,668$86,734iApproximate average salary by contribution assumption: employee only about $2,168,340 at 4% or $1,445,560 at 6%; with 50% employer match about $1,445,560 at 4% or $963,707 at 6%; with 100% employer match about $1,084,170 at 4% or $722,780 at 6%.
201526$1,845,711$1,553,498$258,916iApproximate average salary by contribution assumption: employee only about $6,472,908 at 4% or $4,315,272 at 6%; with 50% employer match about $4,315,272 at 4% or $2,876,848 at 6%; with 100% employer match about $3,236,454 at 4% or $2,157,636 at 6%.
Slattery Petersen PLLC 401(K) Plan-6$1,271,502$1,255,231$209,205iApproximate average salary by contribution assumption: employee only about $5,230,129 at 4% or $3,486,753 at 6%; with 50% employer match about $3,486,753 at 4% or $2,324,502 at 6%; with 100% employer match about $2,615,065 at 4% or $1,743,376 at 6%.
Slattery Petersen PLLC Cash Balance Plan-5$574,209$298,267$59,653iApproximate average salary by contribution assumption: employee only about $1,491,335 at 4% or $994,223 at 6%; with 50% employer match about $994,223 at 4% or $662,816 at 6%; with 100% employer match about $745,668 at 4% or $497,112 at 6%.
201425$344,764$343,615$68,723iApproximate average salary by contribution assumption: employee only about $1,718,075 at 4% or $1,145,383 at 6%; with 50% employer match about $1,145,383 at 4% or $763,589 at 6%; with 100% employer match about $859,038 at 4% or $572,692 at 6%.
Slattery Petersen PLLC Cash Balance Plan-5$283,862$283,862$56,772iApproximate average salary by contribution assumption: employee only about $1,419,310 at 4% or $946,207 at 6%; with 50% employer match about $946,207 at 4% or $630,804 at 6%; with 100% employer match about $709,655 at 4% or $473,103 at 6%.
Slattery Petersen PLLC 401(K) Plan-5$60,902$59,753$11,951iApproximate average salary by contribution assumption: employee only about $298,765 at 4% or $199,177 at 6%; with 50% employer match about $199,177 at 4% or $132,784 at 6%; with 100% employer match about $149,383 at 4% or $99,588 at 6%.