Sax Certified Public Accounting PC
Plan context: Sax Certified Public Accounting PC 401(K) Plan
EIN 27-4092578 • Missoula, MT • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$429,152
2025 Contributions
$56,779
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $429,152 | $56,779 | $18,926iApproximate average salary by contribution assumption: employee only about $473,158 at 4% or $315,439 at 6%; with 50% employer match about $315,439 at 4% or $210,293 at 6%; with 100% employer match about $236,579 at 4% or $157,719 at 6%. |
| Sax Certified Public Accounting PC 401(K) Plan | - | 3 | $429,152 | $56,779 | $18,926iApproximate average salary by contribution assumption: employee only about $473,158 at 4% or $315,439 at 6%; with 50% employer match about $315,439 at 4% or $210,293 at 6%; with 100% employer match about $236,579 at 4% or $157,719 at 6%. |
| 2024 | 1 | 3 | $293,340 | $47,675 | $15,892iApproximate average salary by contribution assumption: employee only about $397,292 at 4% or $264,861 at 6%; with 50% employer match about $264,861 at 4% or $176,574 at 6%; with 100% employer match about $198,646 at 4% or $132,431 at 6%. |
| Sax Certified Public Accounting PC 401(K) Plan | - | 3 | $293,340 | $47,675 | $15,892iApproximate average salary by contribution assumption: employee only about $397,292 at 4% or $264,861 at 6%; with 50% employer match about $264,861 at 4% or $176,574 at 6%; with 100% employer match about $198,646 at 4% or $132,431 at 6%. |
| 2023 | 1 | 3 | $209,547 | $42,113 | $14,038iApproximate average salary by contribution assumption: employee only about $350,942 at 4% or $233,961 at 6%; with 50% employer match about $233,961 at 4% or $155,974 at 6%; with 100% employer match about $175,471 at 4% or $116,981 at 6%. |
| Sax Certified Public Accounting PC 401(K) Plan | - | 3 | $209,547 | $42,113 | $14,038iApproximate average salary by contribution assumption: employee only about $350,942 at 4% or $233,961 at 6%; with 50% employer match about $233,961 at 4% or $155,974 at 6%; with 100% employer match about $175,471 at 4% or $116,981 at 6%. |
| 2022 | 1 | 2 | $131,310 | $146,606 | $73,303iApproximate average salary by contribution assumption: employee only about $1,832,575 at 4% or $1,221,717 at 6%; with 50% employer match about $1,221,717 at 4% or $814,478 at 6%; with 100% employer match about $916,288 at 4% or $610,858 at 6%. |
| Sax Certified Public Accounting PC 401(K) Plan | - | 2 | $131,310 | $146,606 | $73,303iApproximate average salary by contribution assumption: employee only about $1,832,575 at 4% or $1,221,717 at 6%; with 50% employer match about $1,221,717 at 4% or $814,478 at 6%; with 100% employer match about $916,288 at 4% or $610,858 at 6%. |
| 2021 | 1 | 2 | $31,222 | $31,479 | $15,740iApproximate average salary by contribution assumption: employee only about $393,488 at 4% or $262,325 at 6%; with 50% employer match about $262,325 at 4% or $174,883 at 6%; with 100% employer match about $196,744 at 4% or $131,163 at 6%. |
| Sax Certified Public Accounting PC 401(K) Plan | - | 2 | $31,222 | $31,479 | $15,740iApproximate average salary by contribution assumption: employee only about $393,488 at 4% or $262,325 at 6%; with 50% employer match about $262,325 at 4% or $174,883 at 6%; with 100% employer match about $196,744 at 4% or $131,163 at 6%. |