Civic Intelligence

Robert a. Owens, CPA

Plan context: Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust

EIN 33-0244756 • 26 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,790,865

2024 Contributions

$128,925

Historical Graphs

Total Assets Over Time

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

$3,790,865$1,895,433$0199920142024YearValue
$3,790,865Latest year 2024

Participants Over Time

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

1260199920122024YearValue
9Latest 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
202419$3,790,865$128,925$14,325iApproximate average salary by contribution assumption: employee only about $358,125 at 4% or $238,750 at 6%; with 50% employer match about $238,750 at 4% or $159,167 at 6%; with 100% employer match about $179,063 at 4% or $119,375 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-9$3,790,865$128,925$14,325iApproximate average salary by contribution assumption: employee only about $358,125 at 4% or $238,750 at 6%; with 50% employer match about $238,750 at 4% or $159,167 at 6%; with 100% employer match about $179,063 at 4% or $119,375 at 6%.
202318$3,390,197$69,167$8,646iApproximate average salary by contribution assumption: employee only about $216,147 at 4% or $144,098 at 6%; with 50% employer match about $144,098 at 4% or $96,065 at 6%; with 100% employer match about $108,073 at 4% or $72,049 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-8$3,390,197$69,167$8,646iApproximate average salary by contribution assumption: employee only about $216,147 at 4% or $144,098 at 6%; with 50% employer match about $144,098 at 4% or $96,065 at 6%; with 100% employer match about $108,073 at 4% or $72,049 at 6%.
2022112$2,845,069$104,415$8,701iApproximate average salary by contribution assumption: employee only about $217,531 at 4% or $145,021 at 6%; with 50% employer match about $145,021 at 4% or $96,681 at 6%; with 100% employer match about $108,766 at 4% or $72,510 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-12$2,845,069$104,415$8,701iApproximate average salary by contribution assumption: employee only about $217,531 at 4% or $145,021 at 6%; with 50% employer match about $145,021 at 4% or $96,681 at 6%; with 100% employer match about $108,766 at 4% or $72,510 at 6%.
2021111$2,699,497$109,588$9,963iApproximate average salary by contribution assumption: employee only about $249,064 at 4% or $166,042 at 6%; with 50% employer match about $166,042 at 4% or $110,695 at 6%; with 100% employer match about $124,532 at 4% or $83,021 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-11$2,699,497$109,588$9,963iApproximate average salary by contribution assumption: employee only about $249,064 at 4% or $166,042 at 6%; with 50% employer match about $166,042 at 4% or $110,695 at 6%; with 100% employer match about $124,532 at 4% or $83,021 at 6%.
2020111$2,772,395$95,489$8,681iApproximate average salary by contribution assumption: employee only about $217,020 at 4% or $144,680 at 6%; with 50% employer match about $144,680 at 4% or $96,454 at 6%; with 100% employer match about $108,510 at 4% or $72,340 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-11$2,772,395$95,489$8,681iApproximate average salary by contribution assumption: employee only about $217,020 at 4% or $144,680 at 6%; with 50% employer match about $144,680 at 4% or $96,454 at 6%; with 100% employer match about $108,510 at 4% or $72,340 at 6%.
201918$2,105,791$94,627$11,828iApproximate average salary by contribution assumption: employee only about $295,709 at 4% or $197,140 at 6%; with 50% employer match about $197,140 at 4% or $131,426 at 6%; with 100% employer match about $147,855 at 4% or $98,570 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-8$2,105,791$94,627$11,828iApproximate average salary by contribution assumption: employee only about $295,709 at 4% or $197,140 at 6%; with 50% employer match about $197,140 at 4% or $131,426 at 6%; with 100% employer match about $147,855 at 4% or $98,570 at 6%.
201819$2,238,442$99,139$11,015iApproximate average salary by contribution assumption: employee only about $275,386 at 4% or $183,591 at 6%; with 50% employer match about $183,591 at 4% or $122,394 at 6%; with 100% employer match about $137,693 at 4% or $91,795 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-9$2,238,442$99,139$11,015iApproximate average salary by contribution assumption: employee only about $275,386 at 4% or $183,591 at 6%; with 50% employer match about $183,591 at 4% or $122,394 at 6%; with 100% employer match about $137,693 at 4% or $91,795 at 6%.
201718$2,054,142$92,115$11,514iApproximate average salary by contribution assumption: employee only about $287,859 at 4% or $191,906 at 6%; with 50% employer match about $191,906 at 4% or $127,938 at 6%; with 100% employer match about $143,930 at 4% or $95,953 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-8$2,054,142$92,115$11,514iApproximate average salary by contribution assumption: employee only about $287,859 at 4% or $191,906 at 6%; with 50% employer match about $191,906 at 4% or $127,938 at 6%; with 100% employer match about $143,930 at 4% or $95,953 at 6%.
201617$1,821,529$88,212$12,602iApproximate average salary by contribution assumption: employee only about $315,043 at 4% or $210,029 at 6%; with 50% employer match about $210,029 at 4% or $140,019 at 6%; with 100% employer match about $157,521 at 4% or $105,014 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-7$1,821,529$88,212$12,602iApproximate average salary by contribution assumption: employee only about $315,043 at 4% or $210,029 at 6%; with 50% employer match about $210,029 at 4% or $140,019 at 6%; with 100% employer match about $157,521 at 4% or $105,014 at 6%.
201517$1,600,461$85,160$12,166iApproximate average salary by contribution assumption: employee only about $304,143 at 4% or $202,762 at 6%; with 50% employer match about $202,762 at 4% or $135,175 at 6%; with 100% employer match about $152,071 at 4% or $101,381 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-7$1,600,461$85,160$12,166iApproximate average salary by contribution assumption: employee only about $304,143 at 4% or $202,762 at 6%; with 50% employer match about $202,762 at 4% or $135,175 at 6%; with 100% employer match about $152,071 at 4% or $101,381 at 6%.
201417$1,523,792$84,619$12,088iApproximate average salary by contribution assumption: employee only about $302,211 at 4% or $201,474 at 6%; with 50% employer match about $201,474 at 4% or $134,316 at 6%; with 100% employer match about $151,105 at 4% or $100,737 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-7$1,523,792$84,619$12,088iApproximate average salary by contribution assumption: employee only about $302,211 at 4% or $201,474 at 6%; with 50% employer match about $201,474 at 4% or $134,316 at 6%; with 100% employer match about $151,105 at 4% or $100,737 at 6%.
201316$1,376,346$80,937$13,490iApproximate average salary by contribution assumption: employee only about $337,238 at 4% or $224,825 at 6%; with 50% employer match about $224,825 at 4% or $149,883 at 6%; with 100% employer match about $168,619 at 4% or $112,413 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-6$1,376,346$80,937$13,490iApproximate average salary by contribution assumption: employee only about $337,238 at 4% or $224,825 at 6%; with 50% employer match about $224,825 at 4% or $149,883 at 6%; with 100% employer match about $168,619 at 4% or $112,413 at 6%.
201219$1,252,104$84,233$9,359iApproximate average salary by contribution assumption: employee only about $233,981 at 4% or $155,987 at 6%; with 50% employer match about $155,987 at 4% or $103,991 at 6%; with 100% employer match about $116,990 at 4% or $77,994 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-9$1,252,104$84,233$9,359iApproximate average salary by contribution assumption: employee only about $233,981 at 4% or $155,987 at 6%; with 50% employer match about $155,987 at 4% or $103,991 at 6%; with 100% employer match about $116,990 at 4% or $77,994 at 6%.
201116$1,146,333$74,808$12,468iApproximate average salary by contribution assumption: employee only about $311,700 at 4% or $207,800 at 6%; with 50% employer match about $207,800 at 4% or $138,533 at 6%; with 100% employer match about $155,850 at 4% or $103,900 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-6$1,146,333$74,808$12,468iApproximate average salary by contribution assumption: employee only about $311,700 at 4% or $207,800 at 6%; with 50% employer match about $207,800 at 4% or $138,533 at 6%; with 100% employer match about $155,850 at 4% or $103,900 at 6%.
201017$1,046,650$87,881$12,554iApproximate average salary by contribution assumption: employee only about $313,861 at 4% or $209,240 at 6%; with 50% employer match about $209,240 at 4% or $139,494 at 6%; with 100% employer match about $156,930 at 4% or $104,620 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-7$1,046,650$87,881$12,554iApproximate average salary by contribution assumption: employee only about $313,861 at 4% or $209,240 at 6%; with 50% employer match about $209,240 at 4% or $139,494 at 6%; with 100% employer match about $156,930 at 4% or $104,620 at 6%.
200916$944,779$78,562$13,094iApproximate average salary by contribution assumption: employee only about $327,342 at 4% or $218,228 at 6%; with 50% employer match about $218,228 at 4% or $145,485 at 6%; with 100% employer match about $163,671 at 4% or $109,114 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-6$944,779$78,562$13,094iApproximate average salary by contribution assumption: employee only about $327,342 at 4% or $218,228 at 6%; with 50% employer match about $218,228 at 4% or $145,485 at 6%; with 100% employer match about $163,671 at 4% or $109,114 at 6%.
200816$0$0-
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-6---
200714$0$0-
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-4---
200614$686,820$60,593$15,148iApproximate average salary by contribution assumption: employee only about $378,706 at 4% or $252,471 at 6%; with 50% employer match about $252,471 at 4% or $168,314 at 6%; with 100% employer match about $189,353 at 4% or $126,235 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-4$686,820$60,593$15,148iApproximate average salary by contribution assumption: employee only about $378,706 at 4% or $252,471 at 6%; with 50% employer match about $252,471 at 4% or $168,314 at 6%; with 100% employer match about $189,353 at 4% or $126,235 at 6%.
200514$572,360$58,204$14,551iApproximate average salary by contribution assumption: employee only about $363,775 at 4% or $242,517 at 6%; with 50% employer match about $242,517 at 4% or $161,678 at 6%; with 100% employer match about $181,888 at 4% or $121,258 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-4$572,360$58,204$14,551iApproximate average salary by contribution assumption: employee only about $363,775 at 4% or $242,517 at 6%; with 50% employer match about $242,517 at 4% or $161,678 at 6%; with 100% employer match about $181,888 at 4% or $121,258 at 6%.
200414$465,339$62,108$15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-4$465,339$62,108$15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%.
200314$0$0-
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-4---
200214$287,754$49,567$12,392iApproximate average salary by contribution assumption: employee only about $309,794 at 4% or $206,529 at 6%; with 50% employer match about $206,529 at 4% or $137,686 at 6%; with 100% employer match about $154,897 at 4% or $103,265 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-4$287,754$49,567$12,392iApproximate average salary by contribution assumption: employee only about $309,794 at 4% or $206,529 at 6%; with 50% employer match about $206,529 at 4% or $137,686 at 6%; with 100% employer match about $154,897 at 4% or $103,265 at 6%.
200114$0$0-
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-4---
200014$220,276$36,363$9,091iApproximate average salary by contribution assumption: employee only about $227,269 at 4% or $151,513 at 6%; with 50% employer match about $151,513 at 4% or $101,008 at 6%; with 100% employer match about $113,634 at 4% or $75,756 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-4$220,276$36,363$9,091iApproximate average salary by contribution assumption: employee only about $227,269 at 4% or $151,513 at 6%; with 50% employer match about $151,513 at 4% or $101,008 at 6%; with 100% employer match about $113,634 at 4% or $75,756 at 6%.
199913$176,724$34,854$11,618iApproximate average salary by contribution assumption: employee only about $290,450 at 4% or $193,633 at 6%; with 50% employer match about $193,633 at 4% or $129,089 at 6%; with 100% employer match about $145,225 at 4% or $96,817 at 6%.
Robert a. Owens, CPA, a Professional Accountancy Corp Profit Sharing 401K Plan & Trust-3$176,724$34,854$11,618iApproximate average salary by contribution assumption: employee only about $290,450 at 4% or $193,633 at 6%; with 50% employer match about $193,633 at 4% or $129,089 at 6%; with 100% employer match about $145,225 at 4% or $96,817 at 6%.