Civic Intelligence

Roumel Sheena CPA PC

Plan context: Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust

EIN 38-3052242 • Southfield, MI • 9 filings • 2 plans

29500 Telegraph Rd Ste 100Southfield, MI 48034-1358
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$570,422

2024 Contributions

$78,879

Historical Graphs

Total Assets Over Time

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

$570,422$285,211$0201620202024YearValue
$570,422Latest year 2024

Participants Over Time

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

25130201620202024YearValue
25Latest 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
2024125$570,422$78,879$3,155iApproximate average salary by contribution assumption: employee only about $78,879 at 4% or $52,586 at 6%; with 50% employer match about $52,586 at 4% or $35,057 at 6%; with 100% employer match about $39,440 at 4% or $26,293 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-25$570,422$78,879$3,155iApproximate average salary by contribution assumption: employee only about $78,879 at 4% or $52,586 at 6%; with 50% employer match about $52,586 at 4% or $35,057 at 6%; with 100% employer match about $39,440 at 4% or $26,293 at 6%.
2023122$483,672$73,158$3,325iApproximate average salary by contribution assumption: employee only about $83,134 at 4% or $55,423 at 6%; with 50% employer match about $55,423 at 4% or $36,948 at 6%; with 100% employer match about $41,567 at 4% or $27,711 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-22$483,672$73,158$3,325iApproximate average salary by contribution assumption: employee only about $83,134 at 4% or $55,423 at 6%; with 50% employer match about $55,423 at 4% or $36,948 at 6%; with 100% employer match about $41,567 at 4% or $27,711 at 6%.
2022122$369,831$63,697$2,895iApproximate average salary by contribution assumption: employee only about $72,383 at 4% or $48,255 at 6%; with 50% employer match about $48,255 at 4% or $32,170 at 6%; with 100% employer match about $36,191 at 4% or $24,128 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-22$369,831$63,697$2,895iApproximate average salary by contribution assumption: employee only about $72,383 at 4% or $48,255 at 6%; with 50% employer match about $48,255 at 4% or $32,170 at 6%; with 100% employer match about $36,191 at 4% or $24,128 at 6%.
2021120$364,347$64,728$3,236iApproximate average salary by contribution assumption: employee only about $80,910 at 4% or $53,940 at 6%; with 50% employer match about $53,940 at 4% or $35,960 at 6%; with 100% employer match about $40,455 at 4% or $26,970 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-20$364,347$64,728$3,236iApproximate average salary by contribution assumption: employee only about $80,910 at 4% or $53,940 at 6%; with 50% employer match about $53,940 at 4% or $35,960 at 6%; with 100% employer match about $40,455 at 4% or $26,970 at 6%.
2020112$276,773$51,725$4,310iApproximate average salary by contribution assumption: employee only about $107,760 at 4% or $71,840 at 6%; with 50% employer match about $71,840 at 4% or $47,894 at 6%; with 100% employer match about $53,880 at 4% or $35,920 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-12$276,773$51,725$4,310iApproximate average salary by contribution assumption: employee only about $107,760 at 4% or $71,840 at 6%; with 50% employer match about $71,840 at 4% or $47,894 at 6%; with 100% employer match about $53,880 at 4% or $35,920 at 6%.
2019111$198,053$52,258$4,751iApproximate average salary by contribution assumption: employee only about $118,768 at 4% or $79,179 at 6%; with 50% employer match about $79,179 at 4% or $52,786 at 6%; with 100% employer match about $59,384 at 4% or $39,589 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-11$198,053$52,258$4,751iApproximate average salary by contribution assumption: employee only about $118,768 at 4% or $79,179 at 6%; with 50% employer match about $79,179 at 4% or $52,786 at 6%; with 100% employer match about $59,384 at 4% or $39,589 at 6%.
2018111$127,825$52,525$4,775iApproximate average salary by contribution assumption: employee only about $119,375 at 4% or $79,583 at 6%; with 50% employer match about $79,583 at 4% or $53,056 at 6%; with 100% employer match about $59,688 at 4% or $39,792 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-11$127,825$52,525$4,775iApproximate average salary by contribution assumption: employee only about $119,375 at 4% or $79,583 at 6%; with 50% employer match about $79,583 at 4% or $53,056 at 6%; with 100% employer match about $59,688 at 4% or $39,792 at 6%.
2017110$82,608$51,457$5,146iApproximate average salary by contribution assumption: employee only about $128,643 at 4% or $85,762 at 6%; with 50% employer match about $85,762 at 4% or $57,174 at 6%; with 100% employer match about $64,321 at 4% or $42,881 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-10$82,608$51,457$5,146iApproximate average salary by contribution assumption: employee only about $128,643 at 4% or $85,762 at 6%; with 50% employer match about $85,762 at 4% or $57,174 at 6%; with 100% employer match about $64,321 at 4% or $42,881 at 6%.
201618$27,284$27,273$3,409iApproximate average salary by contribution assumption: employee only about $85,228 at 4% or $56,819 at 6%; with 50% employer match about $56,819 at 4% or $37,879 at 6%; with 100% employer match about $42,614 at 4% or $28,409 at 6%.
Roumel Sheena CPA PC 401 K Profit Sharing Plan Trust-8$27,284$27,273$3,409iApproximate average salary by contribution assumption: employee only about $85,228 at 4% or $56,819 at 6%; with 50% employer match about $56,819 at 4% or $37,879 at 6%; with 100% employer match about $42,614 at 4% or $28,409 at 6%.