Civic Intelligence

Insogna CPA PC

Plan context: Insogna CPA PC 401(K) Profit Sharing Plan Trust

EIN 27-1345499 • 10 filings • 2 plans

Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$457,051

2023 Contributions

$68,886

Historical Graphs

Total Assets Over Time

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

$457,051$228,526$0201420192023YearValue
$457,051Latest year 2023

Participants Over Time

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

1370201420192023YearValue
13Latest year 2023

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
2023113$457,051$68,886$5,299iApproximate average salary by contribution assumption: employee only about $132,473 at 4% or $88,315 at 6%; with 50% employer match about $88,315 at 4% or $58,877 at 6%; with 100% employer match about $66,237 at 4% or $44,158 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-13$457,051$68,886$5,299iApproximate average salary by contribution assumption: employee only about $132,473 at 4% or $88,315 at 6%; with 50% employer match about $88,315 at 4% or $58,877 at 6%; with 100% employer match about $66,237 at 4% or $44,158 at 6%.
2022111$322,752$55,520$5,047iApproximate average salary by contribution assumption: employee only about $126,182 at 4% or $84,121 at 6%; with 50% employer match about $84,121 at 4% or $56,081 at 6%; with 100% employer match about $63,091 at 4% or $42,061 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-11$322,752$55,520$5,047iApproximate average salary by contribution assumption: employee only about $126,182 at 4% or $84,121 at 6%; with 50% employer match about $84,121 at 4% or $56,081 at 6%; with 100% employer match about $63,091 at 4% or $42,061 at 6%.
202118$344,731$42,118$5,265iApproximate average salary by contribution assumption: employee only about $131,619 at 4% or $87,746 at 6%; with 50% employer match about $87,746 at 4% or $58,497 at 6%; with 100% employer match about $65,809 at 4% or $43,873 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-8$344,731$42,118$5,265iApproximate average salary by contribution assumption: employee only about $131,619 at 4% or $87,746 at 6%; with 50% employer match about $87,746 at 4% or $58,497 at 6%; with 100% employer match about $65,809 at 4% or $43,873 at 6%.
202017$242,103$47,820$6,831iApproximate average salary by contribution assumption: employee only about $170,786 at 4% or $113,857 at 6%; with 50% employer match about $113,857 at 4% or $75,905 at 6%; with 100% employer match about $85,393 at 4% or $56,929 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-7$242,103$47,820$6,831iApproximate average salary by contribution assumption: employee only about $170,786 at 4% or $113,857 at 6%; with 50% employer match about $113,857 at 4% or $75,905 at 6%; with 100% employer match about $85,393 at 4% or $56,929 at 6%.
201917$178,005$52,608$7,515iApproximate average salary by contribution assumption: employee only about $187,886 at 4% or $125,257 at 6%; with 50% employer match about $125,257 at 4% or $83,505 at 6%; with 100% employer match about $93,943 at 4% or $62,629 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-7$178,005$52,608$7,515iApproximate average salary by contribution assumption: employee only about $187,886 at 4% or $125,257 at 6%; with 50% employer match about $125,257 at 4% or $83,505 at 6%; with 100% employer match about $93,943 at 4% or $62,629 at 6%.
201817$108,283$38,918$5,560iApproximate average salary by contribution assumption: employee only about $138,993 at 4% or $92,662 at 6%; with 50% employer match about $92,662 at 4% or $61,775 at 6%; with 100% employer match about $69,496 at 4% or $46,331 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-7$108,283$38,918$5,560iApproximate average salary by contribution assumption: employee only about $138,993 at 4% or $92,662 at 6%; with 50% employer match about $92,662 at 4% or $61,775 at 6%; with 100% employer match about $69,496 at 4% or $46,331 at 6%.
201713$76,180$31,425$10,475iApproximate average salary by contribution assumption: employee only about $261,875 at 4% or $174,583 at 6%; with 50% employer match about $174,583 at 4% or $116,389 at 6%; with 100% employer match about $130,938 at 4% or $87,292 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-3$76,180$31,425$10,475iApproximate average salary by contribution assumption: employee only about $261,875 at 4% or $174,583 at 6%; with 50% employer match about $174,583 at 4% or $116,389 at 6%; with 100% employer match about $130,938 at 4% or $87,292 at 6%.
201613$80,707$26,994$8,998iApproximate average salary by contribution assumption: employee only about $224,950 at 4% or $149,967 at 6%; with 50% employer match about $149,967 at 4% or $99,978 at 6%; with 100% employer match about $112,475 at 4% or $74,983 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-3$80,707$26,994$8,998iApproximate average salary by contribution assumption: employee only about $224,950 at 4% or $149,967 at 6%; with 50% employer match about $149,967 at 4% or $99,978 at 6%; with 100% employer match about $112,475 at 4% or $74,983 at 6%.
201512$50,621$25,125$12,563iApproximate average salary by contribution assumption: employee only about $314,063 at 4% or $209,375 at 6%; with 50% employer match about $209,375 at 4% or $139,583 at 6%; with 100% employer match about $157,031 at 4% or $104,688 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-2$50,621$25,125$12,563iApproximate average salary by contribution assumption: employee only about $314,063 at 4% or $209,375 at 6%; with 50% employer match about $209,375 at 4% or $139,583 at 6%; with 100% employer match about $157,031 at 4% or $104,688 at 6%.
201412$3,765$3,765$1,883iApproximate average salary by contribution assumption: employee only about $47,063 at 4% or $31,375 at 6%; with 50% employer match about $31,375 at 4% or $20,917 at 6%; with 100% employer match about $23,531 at 4% or $15,688 at 6%.
Insogna CPA PC 401(K) Profit Sharing Plan Trust-2$3,765$3,765$1,883iApproximate average salary by contribution assumption: employee only about $47,063 at 4% or $31,375 at 6%; with 50% employer match about $31,375 at 4% or $20,917 at 6%; with 100% employer match about $23,531 at 4% or $15,688 at 6%.