CAUSEY STREETER CPAS, LLC
Plan context: CAUSEY STREETER CPAS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 45-3580460 • Alpharetta, GA • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$251,809
2025 Contributions
$82,458
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 | 10 | $251,809 | $82,458 | $8,246iApproximate average salary by contribution assumption: employee only about $206,145 at 4% or $137,430 at 6%; with 50% employer match about $137,430 at 4% or $91,620 at 6%; with 100% employer match about $103,072 at 4% or $68,715 at 6%. |
| CAUSEY STREETER CPAS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $251,809 | $82,458 | $8,246iApproximate average salary by contribution assumption: employee only about $206,145 at 4% or $137,430 at 6%; with 50% employer match about $137,430 at 4% or $91,620 at 6%; with 100% employer match about $103,072 at 4% or $68,715 at 6%. |
| 2024 | 1 | 8 | $169,598 | $66,308 | $8,289iApproximate average salary by contribution assumption: employee only about $207,213 at 4% or $138,142 at 6%; with 50% employer match about $138,142 at 4% or $92,094 at 6%; with 100% employer match about $103,606 at 4% or $69,071 at 6%. |
| CAUSEY STREETER CPAS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $169,598 | $66,308 | $8,289iApproximate average salary by contribution assumption: employee only about $207,213 at 4% or $138,142 at 6%; with 50% employer match about $138,142 at 4% or $92,094 at 6%; with 100% employer match about $103,606 at 4% or $69,071 at 6%. |
| 2023 | 1 | 7 | $116,039 | $40,100 | $5,729iApproximate average salary by contribution assumption: employee only about $143,214 at 4% or $95,476 at 6%; with 50% employer match about $95,476 at 4% or $63,651 at 6%; with 100% employer match about $71,607 at 4% or $47,738 at 6%. |
| CAUSEY STREETER CPAS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $116,039 | $40,100 | $5,729iApproximate average salary by contribution assumption: employee only about $143,214 at 4% or $95,476 at 6%; with 50% employer match about $95,476 at 4% or $63,651 at 6%; with 100% employer match about $71,607 at 4% or $47,738 at 6%. |
| 2022 | 1 | 3 | $57,897 | $49,898 | $16,633iApproximate average salary by contribution assumption: employee only about $415,817 at 4% or $277,211 at 6%; with 50% employer match about $277,211 at 4% or $184,807 at 6%; with 100% employer match about $207,908 at 4% or $138,606 at 6%. |
| CAUSEY STREETER CPAS, LLC 401(K) TRUST | - | 3 | $57,897 | $49,898 | $16,633iApproximate average salary by contribution assumption: employee only about $415,817 at 4% or $277,211 at 6%; with 50% employer match about $277,211 at 4% or $184,807 at 6%; with 100% employer match about $207,908 at 4% or $138,606 at 6%. |