Civic Intelligence

PARAGON ACCOUNTING SOLUTIONS, LLC

Plan context: PARAGON ACCOUNTING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

EIN 46-0806465 • San Francisco, CA • 15 filings • 3 plans

1834 Leavenworth St, Apt 2San Francisco, CA 94109
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,024,905

2025 Contributions

$88,400

Historical Graphs

Total Assets Over Time

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

$1,712,067$856,034$0201820222025YearValue
$1,024,905Latest year 2025

Participants Over Time

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

210201820222025YearValue
2Latest year 2025

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
202512$1,024,905$88,400$44,200iApproximate average salary by contribution assumption: employee only about $1,105,000 at 4% or $736,667 at 6%; with 50% employer match about $736,667 at 4% or $491,111 at 6%; with 100% employer match about $552,500 at 4% or $368,333 at 6%.
PARAGON ACCOUNTING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN-2$1,024,905$88,400$44,200iApproximate average salary by contribution assumption: employee only about $1,105,000 at 4% or $736,667 at 6%; with 50% employer match about $736,667 at 4% or $491,111 at 6%; with 100% employer match about $552,500 at 4% or $368,333 at 6%.
202422$797,073$174,900$87,450iApproximate average salary by contribution assumption: employee only about $2,186,250 at 4% or $1,457,500 at 6%; with 50% employer match about $1,457,500 at 4% or $971,667 at 6%; with 100% employer match about $1,093,125 at 4% or $728,750 at 6%.
PARAGON ACCOUNTING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN-2$794,438$104,900$52,450iApproximate average salary by contribution assumption: employee only about $1,311,250 at 4% or $874,167 at 6%; with 50% employer match about $874,167 at 4% or $582,778 at 6%; with 100% employer match about $655,625 at 4% or $437,083 at 6%.
PARAGON ACCOUNTING SOLUTIONS CASH BALANCE PLAN-2$2,635$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
202322$1,712,067$211,400$105,700iApproximate average salary by contribution assumption: employee only about $2,642,500 at 4% or $1,761,667 at 6%; with 50% employer match about $1,761,667 at 4% or $1,174,444 at 6%; with 100% employer match about $1,321,250 at 4% or $880,833 at 6%.
PARAGON ACCOUNTING SOLUTIONS CASH BALANCE PLAN-2$1,102,584$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
PARAGON ACCOUNTING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN-2$609,483$61,400$30,700iApproximate average salary by contribution assumption: employee only about $767,500 at 4% or $511,667 at 6%; with 50% employer match about $511,667 at 4% or $341,111 at 6%; with 100% employer match about $383,750 at 4% or $255,833 at 6%.
202222$1,340,319$283,400$141,700iApproximate average salary by contribution assumption: employee only about $3,542,500 at 4% or $2,361,667 at 6%; with 50% employer match about $2,361,667 at 4% or $1,574,444 at 6%; with 100% employer match about $1,771,250 at 4% or $1,180,833 at 6%.
PARAGON ACCOUNTING SOLUTIONS CASH BALANCE PLAN-2$893,677$220,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
PARAGON ACCOUNTING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN-2$446,642$63,400$31,700iApproximate average salary by contribution assumption: employee only about $792,500 at 4% or $528,333 at 6%; with 50% employer match about $528,333 at 4% or $352,222 at 6%; with 100% employer match about $396,250 at 4% or $264,167 at 6%.
202122$1,158,978$283,900$141,950iApproximate average salary by contribution assumption: employee only about $3,548,750 at 4% or $2,365,833 at 6%; with 50% employer match about $2,365,833 at 4% or $1,577,222 at 6%; with 100% employer match about $1,774,375 at 4% or $1,182,917 at 6%.
PARAGON ACCOUNTING SOLUTIONS CASH BALANCE PLAN-2$719,763$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
PARAGON ACCOUNTING SOLUTIONS 401(K) PROFIT SHARING PLAN-2$439,215$83,900$41,950iApproximate average salary by contribution assumption: employee only about $1,048,750 at 4% or $699,167 at 6%; with 50% employer match about $699,167 at 4% or $466,111 at 6%; with 100% employer match about $524,375 at 4% or $349,583 at 6%.
202022$788,418$267,210$133,605iApproximate average salary by contribution assumption: employee only about $3,340,125 at 4% or $2,226,750 at 6%; with 50% employer match about $2,226,750 at 4% or $1,484,500 at 6%; with 100% employer match about $1,670,063 at 4% or $1,113,375 at 6%.
PARAGON ACCOUNTING SOLUTIONS CASH BALANCE PLAN-2$498,094$191,110$95,555iApproximate average salary by contribution assumption: employee only about $2,388,875 at 4% or $1,592,583 at 6%; with 50% employer match about $1,592,583 at 4% or $1,061,722 at 6%; with 100% employer match about $1,194,438 at 4% or $796,292 at 6%.
PARAGON ACCOUNTING SOLUTIONS 401(K) PROFIT SHARING PLAN-2$290,324$76,100$38,050iApproximate average salary by contribution assumption: employee only about $951,250 at 4% or $634,167 at 6%; with 50% employer match about $634,167 at 4% or $422,778 at 6%; with 100% employer match about $475,625 at 4% or $317,083 at 6%.
201922$464,766$211,600$105,800iApproximate average salary by contribution assumption: employee only about $2,645,000 at 4% or $1,763,333 at 6%; with 50% employer match about $1,763,333 at 4% or $1,175,556 at 6%; with 100% employer match about $1,322,500 at 4% or $881,667 at 6%.
PARAGON ACCOUNTING SOLUTIONS CASH BALANCE PLAN-2$284,375$117,515$58,758iApproximate average salary by contribution assumption: employee only about $1,468,938 at 4% or $979,292 at 6%; with 50% employer match about $979,292 at 4% or $652,861 at 6%; with 100% employer match about $734,469 at 4% or $489,646 at 6%.
PARAGON ACCOUNTING SOLUTIONS 401(K) PROFIT SHARING PLAN-2$180,391$94,085$47,043iApproximate average salary by contribution assumption: employee only about $1,176,063 at 4% or $784,042 at 6%; with 50% employer match about $784,042 at 4% or $522,694 at 6%; with 100% employer match about $588,031 at 4% or $392,021 at 6%.
201822$223,757$228,689$114,345iApproximate average salary by contribution assumption: employee only about $2,858,613 at 4% or $1,905,742 at 6%; with 50% employer match about $1,905,742 at 4% or $1,270,494 at 6%; with 100% employer match about $1,429,306 at 4% or $952,871 at 6%.
PARAGON ACCOUNTING SOLUTIONS CASH BALANCE PLAN-2$158,689$158,689$79,345iApproximate average salary by contribution assumption: employee only about $1,983,613 at 4% or $1,322,408 at 6%; with 50% employer match about $1,322,408 at 4% or $881,606 at 6%; with 100% employer match about $991,806 at 4% or $661,204 at 6%.
PARAGON ACCOUNTING SOLUTIONS 401(K) PROFIT SHARING PLAN-2$65,068$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
PARAGON ACCOUNTING SOLUTIONS, LLC | EIN 46-0806465 | 2025 Form 5500 Company Profile