Brian Nathanson, CPA Inc
Plan context: BRIAN NATHANSON, CPA, INC. DEFINED BENEFIT PLAN
EIN 33-0890551 • Newport Beach, CA • 15 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$350,529
2018 Contributions
$194,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| BRIAN NATHANSON, CPA, INC. DEFINED BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2017 | 1 | 2 | $350,529 | $194,000 | $97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%. |
| BRIAN NATHANSON, CPA, INC. DEFINED BENEFIT PLAN | - | 2 | $350,529 | $194,000 | $97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%. |
| 2016 | 1 | 2 | $169,000 | $169,000 | $84,500iApproximate average salary by contribution assumption: employee only about $2,112,500 at 4% or $1,408,333 at 6%; with 50% employer match about $1,408,333 at 4% or $938,889 at 6%; with 100% employer match about $1,056,250 at 4% or $704,167 at 6%. |
| BRIAN NATHANSON, CPA, INC. DEFINED BENEFIT PLAN | - | 2 | $169,000 | $169,000 | $84,500iApproximate average salary by contribution assumption: employee only about $2,112,500 at 4% or $1,408,333 at 6%; with 50% employer match about $1,408,333 at 4% or $938,889 at 6%; with 100% employer match about $1,056,250 at 4% or $704,167 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | - | - | - | - |
| 2010 | 1 | 2 | $112,424 | $9,900 | $4,950iApproximate average salary by contribution assumption: employee only about $123,750 at 4% or $82,500 at 6%; with 50% employer match about $82,500 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%. |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 2 | $112,424 | $9,900 | $4,950iApproximate average salary by contribution assumption: employee only about $123,750 at 4% or $82,500 at 6%; with 50% employer match about $82,500 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%. |
| 2009 | 1 | 2 | $99,336 | $9,356 | $4,678iApproximate average salary by contribution assumption: employee only about $116,950 at 4% or $77,967 at 6%; with 50% employer match about $77,967 at 4% or $51,978 at 6%; with 100% employer match about $58,475 at 4% or $38,983 at 6%. |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 2 | $99,336 | $9,356 | $4,678iApproximate average salary by contribution assumption: employee only about $116,950 at 4% or $77,967 at 6%; with 50% employer match about $77,967 at 4% or $51,978 at 6%; with 100% employer match about $58,475 at 4% or $38,983 at 6%. |
| 2008 | 1 | 2 | $57,017 | $9,530 | $4,765iApproximate average salary by contribution assumption: employee only about $119,125 at 4% or $79,417 at 6%; with 50% employer match about $79,417 at 4% or $52,944 at 6%; with 100% employer match about $59,563 at 4% or $39,708 at 6%. |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 2 | $57,017 | $9,530 | $4,765iApproximate average salary by contribution assumption: employee only about $119,125 at 4% or $79,417 at 6%; with 50% employer match about $79,417 at 4% or $52,944 at 6%; with 100% employer match about $59,563 at 4% or $39,708 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 0 | - | - | - |
| 2006 | 1 | 2 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 2 | - | - | - |
| 2005 | 1 | 2 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 2 | - | - | - |
| 2004 | 1 | 1 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 1 | - | - | - |
| 2003 | 1 | 1 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 1 | - | - | - |
| 2002 | 1 | 1 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Brian Nathanson CPA Inc Money Purchase and Profit Sharing Plans | - | 1 | - | - | - |