Civic Intelligence

Lloyd Naes

Plan context: LLOYD NAES CPA CFP CASH BALANCE PLAN

EIN 43-1470615 • Saint Louis, MO • 19 filings • 4 plans

7144 Stanford AvenueSaint Louis, MO 63130
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,031,938

2024 Contributions

$140,914

Historical Graphs

Total Assets Over Time

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

$1,031,938$515,969$0201420192024YearValue
$1,031,938Latest year 2024

Participants Over Time

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

320201420192024YearValue
1Latest 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
202431$1,031,938$0-
LLOYD NAES CPA CFP CASH BALANCE PLAN-1$566,990--
Lloyd Naes CPA Cfp-1$426,643$0-
LLOYD NAES CPA CFP PROFIT SHARING PLAN-1$38,305--
202333$861,826$140,914$46,971iApproximate average salary by contribution assumption: employee only about $1,174,283 at 4% or $782,856 at 6%; with 50% employer match about $782,856 at 4% or $521,904 at 6%; with 100% employer match about $587,142 at 4% or $391,428 at 6%.
LLOYD NAES CPA CFP CASH BALANCE PLAN-3$476,370$140,914$46,971iApproximate average salary by contribution assumption: employee only about $1,174,283 at 4% or $782,856 at 6%; with 50% employer match about $782,856 at 4% or $521,904 at 6%; with 100% employer match about $587,142 at 4% or $391,428 at 6%.
Lloyd Naes CPA Cfp-1$354,539--
LLOYD NAES CPA CFP PROFIT SHARING PLAN-3$30,917$0-
202233$653,563$58,481$19,494iApproximate average salary by contribution assumption: employee only about $487,342 at 4% or $324,894 at 6%; with 50% employer match about $324,894 at 4% or $216,596 at 6%; with 100% employer match about $243,671 at 4% or $162,447 at 6%.
Lloyd Naes CPA Cfp-1$313,921--
LLOYD NAES CPA CFP CASH BALANCE PLAN-3$310,042$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
LLOYD NAES CPA CFP PROFIT SHARING PLAN-3$29,600$8,481$2,827iApproximate average salary by contribution assumption: employee only about $70,675 at 4% or $47,117 at 6%; with 50% employer match about $47,117 at 4% or $31,411 at 6%; with 100% employer match about $35,338 at 4% or $23,558 at 6%.
202123$376,303$248,711$82,904iApproximate average salary by contribution assumption: employee only about $2,072,592 at 4% or $1,381,728 at 6%; with 50% employer match about $1,381,728 at 4% or $921,152 at 6%; with 100% employer match about $1,036,296 at 4% or $690,864 at 6%.
LLOYD NAES CPA CFP CASH BALANCE PLAN-3$353,007$225,819$75,273iApproximate average salary by contribution assumption: employee only about $1,881,825 at 4% or $1,254,550 at 6%; with 50% employer match about $1,254,550 at 4% or $836,367 at 6%; with 100% employer match about $940,913 at 4% or $627,275 at 6%.
LLOYD NAES CPA CFP PROFIT SHARING PLAN-3$23,296$22,892$7,631iApproximate average salary by contribution assumption: employee only about $190,767 at 4% or $127,178 at 6%; with 50% employer match about $127,178 at 4% or $84,785 at 6%; with 100% employer match about $95,383 at 4% or $63,589 at 6%.
202022$368,643$36,316$18,158iApproximate average salary by contribution assumption: employee only about $453,950 at 4% or $302,633 at 6%; with 50% employer match about $302,633 at 4% or $201,756 at 6%; with 100% employer match about $226,975 at 4% or $151,317 at 6%.
Lloyd Naes CPA Cfp-2$368,643$36,316$18,158iApproximate average salary by contribution assumption: employee only about $453,950 at 4% or $302,633 at 6%; with 50% employer match about $302,633 at 4% or $201,756 at 6%; with 100% employer match about $226,975 at 4% or $151,317 at 6%.
LLOYD NAES CPA CFP PROFIT SHARING PLAN-0$0$0-
201912$272,881$33,750$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Lloyd Naes CPA Cfp-2$272,881$33,750$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
201812$176,447$34,167$17,084iApproximate average salary by contribution assumption: employee only about $427,088 at 4% or $284,725 at 6%; with 50% employer match about $284,725 at 4% or $189,817 at 6%; with 100% employer match about $213,544 at 4% or $142,363 at 6%.
Lloyd Naes CPA Cfp-2$176,447$34,167$17,084iApproximate average salary by contribution assumption: employee only about $427,088 at 4% or $284,725 at 6%; with 50% employer match about $284,725 at 4% or $189,817 at 6%; with 100% employer match about $213,544 at 4% or $142,363 at 6%.
201712$160,994$31,033$15,517iApproximate average salary by contribution assumption: employee only about $387,913 at 4% or $258,608 at 6%; with 50% employer match about $258,608 at 4% or $172,406 at 6%; with 100% employer match about $193,956 at 4% or $129,304 at 6%.
Lloyd Naes CPA Cfp-2$160,994$31,033$15,517iApproximate average salary by contribution assumption: employee only about $387,913 at 4% or $258,608 at 6%; with 50% employer match about $258,608 at 4% or $172,406 at 6%; with 100% employer match about $193,956 at 4% or $129,304 at 6%.
201612$106,834$33,509$16,755iApproximate average salary by contribution assumption: employee only about $418,863 at 4% or $279,242 at 6%; with 50% employer match about $279,242 at 4% or $186,161 at 6%; with 100% employer match about $209,431 at 4% or $139,621 at 6%.
Lloyd Naes CPA Cfp-2$106,834$33,509$16,755iApproximate average salary by contribution assumption: employee only about $418,863 at 4% or $279,242 at 6%; with 50% employer match about $279,242 at 4% or $186,161 at 6%; with 100% employer match about $209,431 at 4% or $139,621 at 6%.
201512$56,962$30,711$15,356iApproximate average salary by contribution assumption: employee only about $383,888 at 4% or $255,925 at 6%; with 50% employer match about $255,925 at 4% or $170,617 at 6%; with 100% employer match about $191,944 at 4% or $127,963 at 6%.
Lloyd Naes CPA Cfp-2$56,962$30,711$15,356iApproximate average salary by contribution assumption: employee only about $383,888 at 4% or $255,925 at 6%; with 50% employer match about $255,925 at 4% or $170,617 at 6%; with 100% employer match about $191,944 at 4% or $127,963 at 6%.
201412$27,265$27,265$13,633iApproximate average salary by contribution assumption: employee only about $340,813 at 4% or $227,208 at 6%; with 50% employer match about $227,208 at 4% or $151,472 at 6%; with 100% employer match about $170,406 at 4% or $113,604 at 6%.
Lloyd Naes CPA Cfp-2$27,265$27,265$13,633iApproximate average salary by contribution assumption: employee only about $340,813 at 4% or $227,208 at 6%; with 50% employer match about $227,208 at 4% or $151,472 at 6%; with 100% employer match about $170,406 at 4% or $113,604 at 6%.