Civic Intelligence

Aa Tax CPA LLC

Plan context: Aa Tax CPA Retirement Savings Plan

EIN 45-3707293 • Tempe, AZ • 9 filings • 1 plans

1007 E Warner Rd.Suite 109Tempe, AZ 85284
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$340,617

2024 Contributions

$39,766

Historical Graphs

Total Assets Over Time

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

$340,617$170,309$0201620202024YearValue
$340,617Latest year 2024

Participants Over Time

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

420201620202024YearValue
3Latest 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
202413$340,617$39,766$13,255iApproximate average salary by contribution assumption: employee only about $331,383 at 4% or $220,922 at 6%; with 50% employer match about $220,922 at 4% or $147,281 at 6%; with 100% employer match about $165,692 at 4% or $110,461 at 6%.
Aa Tax CPA Retirement Savings Plan-3$340,617$39,766$13,255iApproximate average salary by contribution assumption: employee only about $331,383 at 4% or $220,922 at 6%; with 50% employer match about $220,922 at 4% or $147,281 at 6%; with 100% employer match about $165,692 at 4% or $110,461 at 6%.
202313$258,516$32,767$10,922iApproximate average salary by contribution assumption: employee only about $273,058 at 4% or $182,039 at 6%; with 50% employer match about $182,039 at 4% or $121,359 at 6%; with 100% employer match about $136,529 at 4% or $91,019 at 6%.
Aa Tax CPA Retirement Savings Plan-3$258,516$32,767$10,922iApproximate average salary by contribution assumption: employee only about $273,058 at 4% or $182,039 at 6%; with 50% employer match about $182,039 at 4% or $121,359 at 6%; with 100% employer match about $136,529 at 4% or $91,019 at 6%.
202213$189,121$33,577$11,192iApproximate average salary by contribution assumption: employee only about $279,808 at 4% or $186,539 at 6%; with 50% employer match about $186,539 at 4% or $124,359 at 6%; with 100% employer match about $139,904 at 4% or $93,269 at 6%.
Aa Tax CPA Retirement Savings Plan-3$189,121$33,577$11,192iApproximate average salary by contribution assumption: employee only about $279,808 at 4% or $186,539 at 6%; with 50% employer match about $186,539 at 4% or $124,359 at 6%; with 100% employer match about $139,904 at 4% or $93,269 at 6%.
202113$204,295$27,715$9,238iApproximate average salary by contribution assumption: employee only about $230,958 at 4% or $153,972 at 6%; with 50% employer match about $153,972 at 4% or $102,648 at 6%; with 100% employer match about $115,479 at 4% or $76,986 at 6%.
Aa Tax CPA Retirement Savings Plan-3$204,295$27,715$9,238iApproximate average salary by contribution assumption: employee only about $230,958 at 4% or $153,972 at 6%; with 50% employer match about $153,972 at 4% or $102,648 at 6%; with 100% employer match about $115,479 at 4% or $76,986 at 6%.
202013$144,995$27,004$9,001iApproximate average salary by contribution assumption: employee only about $225,033 at 4% or $150,022 at 6%; with 50% employer match about $150,022 at 4% or $100,015 at 6%; with 100% employer match about $112,517 at 4% or $75,011 at 6%.
Aa Tax CPA Retirement Savings Plan-3$144,995$27,004$9,001iApproximate average salary by contribution assumption: employee only about $225,033 at 4% or $150,022 at 6%; with 50% employer match about $150,022 at 4% or $100,015 at 6%; with 100% employer match about $112,517 at 4% or $75,011 at 6%.
201912$99,758$22,020$11,010iApproximate average salary by contribution assumption: employee only about $275,250 at 4% or $183,500 at 6%; with 50% employer match about $183,500 at 4% or $122,333 at 6%; with 100% employer match about $137,625 at 4% or $91,750 at 6%.
Aa Tax CPA Retirement Savings Plan-2$99,758$22,020$11,010iApproximate average salary by contribution assumption: employee only about $275,250 at 4% or $183,500 at 6%; with 50% employer match about $183,500 at 4% or $122,333 at 6%; with 100% employer match about $137,625 at 4% or $91,750 at 6%.
201813$72,527$28,677$9,559iApproximate average salary by contribution assumption: employee only about $238,975 at 4% or $159,317 at 6%; with 50% employer match about $159,317 at 4% or $106,211 at 6%; with 100% employer match about $119,488 at 4% or $79,658 at 6%.
Aa Tax CPA Retirement Savings Plan-3$72,527$28,677$9,559iApproximate average salary by contribution assumption: employee only about $238,975 at 4% or $159,317 at 6%; with 50% employer match about $159,317 at 4% or $106,211 at 6%; with 100% employer match about $119,488 at 4% or $79,658 at 6%.
201714$60,277$30,023$7,506iApproximate average salary by contribution assumption: employee only about $187,644 at 4% or $125,096 at 6%; with 50% employer match about $125,096 at 4% or $83,397 at 6%; with 100% employer match about $93,822 at 4% or $62,548 at 6%.
Aa Tax CPA Retirement Savings Plan-4$60,277$30,023$7,506iApproximate average salary by contribution assumption: employee only about $187,644 at 4% or $125,096 at 6%; with 50% employer match about $125,096 at 4% or $83,397 at 6%; with 100% employer match about $93,822 at 4% or $62,548 at 6%.
201613$24,807$23,645$7,882iApproximate average salary by contribution assumption: employee only about $197,042 at 4% or $131,361 at 6%; with 50% employer match about $131,361 at 4% or $87,574 at 6%; with 100% employer match about $98,521 at 4% or $65,681 at 6%.
Aa Tax CPA Retirement Savings Plan-3$24,807$23,645$7,882iApproximate average salary by contribution assumption: employee only about $197,042 at 4% or $131,361 at 6%; with 50% employer match about $131,361 at 4% or $87,574 at 6%; with 100% employer match about $98,521 at 4% or $65,681 at 6%.