Civic Intelligence

David Fritschy, CPA

Plan context: David Fritschy CPA 401K Plan

EIN 46-1046677 • Carlsbad, NM • 3 filings • 1 plans

315 N. Canal Street, Suite BSuite BCarlsbad, NM 88220
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,655,472

2024 Contributions

$107,338

Historical Graphs

Total Assets Over Time

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

$3,655,472$1,827,736$020132024YearValue
$3,655,472Latest year 2024

Participants Over Time

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

740201220132024YearValue
7Latest 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
202417$3,655,472$107,338$15,334iApproximate average salary by contribution assumption: employee only about $383,350 at 4% or $255,567 at 6%; with 50% employer match about $255,567 at 4% or $170,378 at 6%; with 100% employer match about $191,675 at 4% or $127,783 at 6%.
David Fritschy CPA 401K Plan-7$3,655,472$107,338$15,334iApproximate average salary by contribution assumption: employee only about $383,350 at 4% or $255,567 at 6%; with 50% employer match about $255,567 at 4% or $170,378 at 6%; with 100% employer match about $191,675 at 4% or $127,783 at 6%.
201314$887,073$477,104$119,276iApproximate average salary by contribution assumption: employee only about $2,981,900 at 4% or $1,987,933 at 6%; with 50% employer match about $1,987,933 at 4% or $1,325,289 at 6%; with 100% employer match about $1,490,950 at 4% or $993,967 at 6%.
David Fritschy CPA 401K Plan-4$887,073$477,104$119,276iApproximate average salary by contribution assumption: employee only about $2,981,900 at 4% or $1,987,933 at 6%; with 50% employer match about $1,987,933 at 4% or $1,325,289 at 6%; with 100% employer match about $1,490,950 at 4% or $993,967 at 6%.
201214$0$167,105$41,776iApproximate average salary by contribution assumption: employee only about $1,044,406 at 4% or $696,271 at 6%; with 50% employer match about $696,271 at 4% or $464,181 at 6%; with 100% employer match about $522,203 at 4% or $348,135 at 6%.
David Fritschy CPA 401K Plan-4-$167,105$41,776iApproximate average salary by contribution assumption: employee only about $1,044,406 at 4% or $696,271 at 6%; with 50% employer match about $696,271 at 4% or $464,181 at 6%; with 100% employer match about $522,203 at 4% or $348,135 at 6%.