Civic Intelligence

Patrick & Patrick, CPA'S

Plan context: Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan

EIN 33-0641269 • Upland, CA • 8 filings • 2 plans

923 North Central Ave. #EUpland, CA 91786
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$628,353

2016 Contributions

$3,406

Historical Graphs

Total Assets Over Time

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

$628,353$314,177$0200920122015YearValue
$628,353Latest year 2015

Participants Over Time

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

530200920122015YearValue
5Latest year 2015

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
201610$0$3,406-
Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan-0$0$3,406-
201515$628,353$6,362$1,272iApproximate average salary by contribution assumption: employee only about $31,810 at 4% or $21,207 at 6%; with 50% employer match about $21,207 at 4% or $14,138 at 6%; with 100% employer match about $15,905 at 4% or $10,603 at 6%.
Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan-5$628,353$6,362$1,272iApproximate average salary by contribution assumption: employee only about $31,810 at 4% or $21,207 at 6%; with 50% employer match about $21,207 at 4% or $14,138 at 6%; with 100% employer match about $15,905 at 4% or $10,603 at 6%.
201415$619,795$95,004$19,001iApproximate average salary by contribution assumption: employee only about $475,020 at 4% or $316,680 at 6%; with 50% employer match about $316,680 at 4% or $211,120 at 6%; with 100% employer match about $237,510 at 4% or $158,340 at 6%.
Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan-5$619,795$95,004$19,001iApproximate average salary by contribution assumption: employee only about $475,020 at 4% or $316,680 at 6%; with 50% employer match about $316,680 at 4% or $211,120 at 6%; with 100% employer match about $237,510 at 4% or $158,340 at 6%.
201315$477,515$95,461$19,092iApproximate average salary by contribution assumption: employee only about $477,305 at 4% or $318,203 at 6%; with 50% employer match about $318,203 at 4% or $212,136 at 6%; with 100% employer match about $238,653 at 4% or $159,102 at 6%.
Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan-5$477,515$95,461$19,092iApproximate average salary by contribution assumption: employee only about $477,305 at 4% or $318,203 at 6%; with 50% employer match about $318,203 at 4% or $212,136 at 6%; with 100% employer match about $238,653 at 4% or $159,102 at 6%.
201214$371,122$103,976$25,994iApproximate average salary by contribution assumption: employee only about $649,850 at 4% or $433,233 at 6%; with 50% employer match about $433,233 at 4% or $288,822 at 6%; with 100% employer match about $324,925 at 4% or $216,617 at 6%.
Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan-4$371,122$103,976$25,994iApproximate average salary by contribution assumption: employee only about $649,850 at 4% or $433,233 at 6%; with 50% employer match about $433,233 at 4% or $288,822 at 6%; with 100% employer match about $324,925 at 4% or $216,617 at 6%.
201114$259,082$90,239$22,560iApproximate average salary by contribution assumption: employee only about $563,994 at 4% or $375,996 at 6%; with 50% employer match about $375,996 at 4% or $250,664 at 6%; with 100% employer match about $281,997 at 4% or $187,998 at 6%.
Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan-4$259,082$90,239$22,560iApproximate average salary by contribution assumption: employee only about $563,994 at 4% or $375,996 at 6%; with 50% employer match about $375,996 at 4% or $250,664 at 6%; with 100% employer match about $281,997 at 4% or $187,998 at 6%.
201014$186,842$86,648$21,662iApproximate average salary by contribution assumption: employee only about $541,550 at 4% or $361,033 at 6%; with 50% employer match about $361,033 at 4% or $240,689 at 6%; with 100% employer match about $270,775 at 4% or $180,517 at 6%.
Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan-4$186,842$86,648$21,662iApproximate average salary by contribution assumption: employee only about $541,550 at 4% or $361,033 at 6%; with 50% employer match about $361,033 at 4% or $240,689 at 6%; with 100% employer match about $270,775 at 4% or $180,517 at 6%.
200914$93,053$92,853$23,213iApproximate average salary by contribution assumption: employee only about $580,331 at 4% or $386,888 at 6%; with 50% employer match about $386,888 at 4% or $257,925 at 6%; with 100% employer match about $290,166 at 4% or $193,444 at 6%.
Patrick & Patrick, CPA'S 401(K) Profit Sharing Plan-4$93,053$92,853$23,213iApproximate average salary by contribution assumption: employee only about $580,331 at 4% or $386,888 at 6%; with 50% employer match about $386,888 at 4% or $257,925 at 6%; with 100% employer match about $290,166 at 4% or $193,444 at 6%.