EXPERT TAX AND ACCOUNTING
Plan context: EXPERT TAX AND ACCOUNTING 401(K) PLAN
EIN 46-0878555 • Tempe, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$253,716
2025 Contributions
$47,625
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 | 13 | $253,716 | $47,625 | $3,663iApproximate average salary by contribution assumption: employee only about $91,587 at 4% or $61,058 at 6%; with 50% employer match about $61,058 at 4% or $40,705 at 6%; with 100% employer match about $45,793 at 4% or $30,529 at 6%. |
| EXPERT TAX AND ACCOUNTING 401(K) PLAN | - | 13 | $253,716 | $47,625 | $3,663iApproximate average salary by contribution assumption: employee only about $91,587 at 4% or $61,058 at 6%; with 50% employer match about $61,058 at 4% or $40,705 at 6%; with 100% employer match about $45,793 at 4% or $30,529 at 6%. |
| 2024 | 1 | 16 | $219,378 | $49,544 | $3,097iApproximate average salary by contribution assumption: employee only about $77,413 at 4% or $51,608 at 6%; with 50% employer match about $51,608 at 4% or $34,406 at 6%; with 100% employer match about $38,706 at 4% or $25,804 at 6%. |
| EXPERT TAX AND ACCOUNTING 401(K) PLAN | - | 16 | $219,378 | $49,544 | $3,097iApproximate average salary by contribution assumption: employee only about $77,413 at 4% or $51,608 at 6%; with 50% employer match about $51,608 at 4% or $34,406 at 6%; with 100% employer match about $38,706 at 4% or $25,804 at 6%. |
| 2023 | 1 | 17 | $190,215 | $77,474 | $4,557iApproximate average salary by contribution assumption: employee only about $113,932 at 4% or $75,955 at 6%; with 50% employer match about $75,955 at 4% or $50,637 at 6%; with 100% employer match about $56,966 at 4% or $37,977 at 6%. |
| EXPERT TAX AND ACCOUNTING 401(K) PLAN | - | 17 | $190,215 | $77,474 | $4,557iApproximate average salary by contribution assumption: employee only about $113,932 at 4% or $75,955 at 6%; with 50% employer match about $75,955 at 4% or $50,637 at 6%; with 100% employer match about $56,966 at 4% or $37,977 at 6%. |
| 2022 | 1 | 20 | $139,397 | $177,966 | $8,898iApproximate average salary by contribution assumption: employee only about $222,457 at 4% or $148,305 at 6%; with 50% employer match about $148,305 at 4% or $98,870 at 6%; with 100% employer match about $111,229 at 4% or $74,153 at 6%. |
| EXPERT TAX AND ACCOUNTING 401(K) PLAN | - | 20 | $139,397 | $177,966 | $8,898iApproximate average salary by contribution assumption: employee only about $222,457 at 4% or $148,305 at 6%; with 50% employer match about $148,305 at 4% or $98,870 at 6%; with 100% employer match about $111,229 at 4% or $74,153 at 6%. |