Fontes & Mahony, Cpas LLP
Plan context: Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan
EIN 33-0620766 • Palm Desert, CA • 31 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$4,008,777
2025 Contributions
$1,543,378
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 | 1 | $4,008,777 | $0 | - |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $4,008,777 | - | - |
| 2024 | 1 | 1 | $3,674,392 | $1,543,378 | $1,543,378iApproximate average salary by contribution assumption: employee only about $38,584,450 at 4% or $25,722,967 at 6%; with 50% employer match about $25,722,967 at 4% or $17,148,644 at 6%; with 100% employer match about $19,292,225 at 4% or $12,861,483 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $3,674,392 | $1,543,378 | $1,543,378iApproximate average salary by contribution assumption: employee only about $38,584,450 at 4% or $25,722,967 at 6%; with 50% employer match about $25,722,967 at 4% or $17,148,644 at 6%; with 100% employer match about $19,292,225 at 4% or $12,861,483 at 6%. |
| 2023 | 1 | 1 | $1,976,004 | $43,500 | $43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $1,976,004 | $43,500 | $43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%. |
| 2022 | 2 | 1 | $3,712,341 | $135,000 | $135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 1 | $2,035,289 | $108,000 | $108,000iApproximate average salary by contribution assumption: employee only about $2,700,000 at 4% or $1,800,000 at 6%; with 50% employer match about $1,800,000 at 4% or $1,200,000 at 6%; with 100% employer match about $1,350,000 at 4% or $900,000 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $1,677,052 | $27,000 | $27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%. |
| 2021 | 2 | 2 | $3,892,472 | $816,500 | $408,250iApproximate average salary by contribution assumption: employee only about $10,206,250 at 4% or $6,804,167 at 6%; with 50% employer match about $6,804,167 at 4% or $4,536,111 at 6%; with 100% employer match about $5,103,125 at 4% or $3,402,083 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 2 | $2,215,470 | $768,000 | $384,000iApproximate average salary by contribution assumption: employee only about $9,600,000 at 4% or $6,400,000 at 6%; with 50% employer match about $6,400,000 at 4% or $4,266,667 at 6%; with 100% employer match about $4,800,000 at 4% or $3,200,000 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 2 | $1,677,002 | $48,500 | $24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%. |
| 2020 | 2 | 3 | $2,844,931 | $197,876 | $65,959iApproximate average salary by contribution assumption: employee only about $1,648,967 at 4% or $1,099,311 at 6%; with 50% employer match about $1,099,311 at 4% or $732,874 at 6%; with 100% employer match about $824,483 at 4% or $549,656 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 2 | $1,495,371 | $47,876 | $23,938iApproximate average salary by contribution assumption: employee only about $598,450 at 4% or $398,967 at 6%; with 50% employer match about $398,967 at 4% or $265,978 at 6%; with 100% employer match about $299,225 at 4% or $199,483 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 3 | $1,349,560 | $150,000 | $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%. |
| 2019 | 2 | 3 | $2,112,471 | $196,276 | $65,425iApproximate average salary by contribution assumption: employee only about $1,635,633 at 4% or $1,090,422 at 6%; with 50% employer match about $1,090,422 at 4% or $726,948 at 6%; with 100% employer match about $817,817 at 4% or $545,211 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 2 | $1,159,281 | $46,276 | $23,138iApproximate average salary by contribution assumption: employee only about $578,450 at 4% or $385,633 at 6%; with 50% employer match about $385,633 at 4% or $257,089 at 6%; with 100% employer match about $289,225 at 4% or $192,817 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 3 | $953,190 | $150,000 | $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%. |
| 2018 | 2 | 3 | $1,790,461 | $195,188 | $65,063iApproximate average salary by contribution assumption: employee only about $1,626,567 at 4% or $1,084,378 at 6%; with 50% employer match about $1,084,378 at 4% or $722,919 at 6%; with 100% employer match about $813,283 at 4% or $542,189 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 2 | $1,091,958 | $45,188 | $22,594iApproximate average salary by contribution assumption: employee only about $564,850 at 4% or $376,567 at 6%; with 50% employer match about $376,567 at 4% or $251,044 at 6%; with 100% employer match about $282,425 at 4% or $188,283 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 3 | $698,503 | $150,000 | $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%. |
| 2017 | 2 | 3 | $1,499,203 | $201,434 | $67,145iApproximate average salary by contribution assumption: employee only about $1,678,617 at 4% or $1,119,078 at 6%; with 50% employer match about $1,119,078 at 4% or $746,052 at 6%; with 100% employer match about $839,308 at 4% or $559,539 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 2 | $924,043 | $42,740 | $21,370iApproximate average salary by contribution assumption: employee only about $534,250 at 4% or $356,167 at 6%; with 50% employer match about $356,167 at 4% or $237,444 at 6%; with 100% employer match about $267,125 at 4% or $178,083 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 3 | $575,160 | $158,694 | $52,898iApproximate average salary by contribution assumption: employee only about $1,322,450 at 4% or $881,633 at 6%; with 50% employer match about $881,633 at 4% or $587,756 at 6%; with 100% employer match about $661,225 at 4% or $440,817 at 6%. |
| 2016 | 2 | 3 | $1,331,070 | $180,858 | $60,286iApproximate average salary by contribution assumption: employee only about $1,507,150 at 4% or $1,004,767 at 6%; with 50% employer match about $1,004,767 at 4% or $669,844 at 6%; with 100% employer match about $753,575 at 4% or $502,383 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 2 | $962,061 | $40,858 | $20,429iApproximate average salary by contribution assumption: employee only about $510,725 at 4% or $340,483 at 6%; with 50% employer match about $340,483 at 4% or $226,989 at 6%; with 100% employer match about $255,363 at 4% or $170,242 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 3 | $369,009 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| 2015 | 2 | 3 | $1,057,768 | $155,589 | $51,863iApproximate average salary by contribution assumption: employee only about $1,296,575 at 4% or $864,383 at 6%; with 50% employer match about $864,383 at 4% or $576,256 at 6%; with 100% employer match about $648,288 at 4% or $432,192 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 2 | $862,246 | $40,589 | $20,295iApproximate average salary by contribution assumption: employee only about $507,363 at 4% or $338,242 at 6%; with 50% employer match about $338,242 at 4% or $225,494 at 6%; with 100% employer match about $253,681 at 4% or $169,121 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 3 | $195,522 | $115,000 | $38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%. |
| 2014 | 2 | 3 | $899,561 | $110,362 | $36,787iApproximate average salary by contribution assumption: employee only about $919,683 at 4% or $613,122 at 6%; with 50% employer match about $613,122 at 4% or $408,748 at 6%; with 100% employer match about $459,842 at 4% or $306,561 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 2 | $810,549 | $23,010 | $11,505iApproximate average salary by contribution assumption: employee only about $287,625 at 4% or $191,750 at 6%; with 50% employer match about $191,750 at 4% or $127,833 at 6%; with 100% employer match about $143,813 at 4% or $95,875 at 6%. |
| Fontes & Mahony, Cpas LLP Defined Benefit Plan | - | 3 | $89,012 | $87,352 | $29,117iApproximate average salary by contribution assumption: employee only about $727,933 at 4% or $485,289 at 6%; with 50% employer match about $485,289 at 4% or $323,526 at 6%; with 100% employer match about $363,967 at 4% or $242,644 at 6%. |
| 2008 | 1 | 1 | $513,888 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $513,888 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| 2007 | 1 | 1 | $573,481 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $573,481 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2006 | 1 | 1 | $482,959 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $482,959 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2005 | 1 | 1 | $361,919 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $361,919 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| 2004 | 1 | 1 | $288,918 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $288,918 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| 2003 | 1 | 1 | $223,504 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $223,504 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2002 | 1 | 1 | $195,416 | $38,315 | $38,315iApproximate average salary by contribution assumption: employee only about $957,875 at 4% or $638,583 at 6%; with 50% employer match about $638,583 at 4% or $425,722 at 6%; with 100% employer match about $478,938 at 4% or $319,292 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $195,416 | $38,315 | $38,315iApproximate average salary by contribution assumption: employee only about $957,875 at 4% or $638,583 at 6%; with 50% employer match about $638,583 at 4% or $425,722 at 6%; with 100% employer match about $478,938 at 4% or $319,292 at 6%. |
| 2001 | 1 | 1 | $175,886 | $30,863 | $30,863iApproximate average salary by contribution assumption: employee only about $771,575 at 4% or $514,383 at 6%; with 50% employer match about $514,383 at 4% or $342,922 at 6%; with 100% employer match about $385,788 at 4% or $257,192 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $175,886 | $30,863 | $30,863iApproximate average salary by contribution assumption: employee only about $771,575 at 4% or $514,383 at 6%; with 50% employer match about $514,383 at 4% or $342,922 at 6%; with 100% employer match about $385,788 at 4% or $257,192 at 6%. |
| 2000 | 1 | 1 | $135,898 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $135,898 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 1999 | 1 | 1 | $172,006 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Fontes & Mahony, Cpas LLP Profit Sharing/401K Plan | - | 1 | $172,006 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |