Civic Intelligence

Unalp CPA Group Inc.

Plan context: Unalp CPA Group 401(K) Plan

EIN 46-1403666 • Walnut Creek, CA • 10 filings • 1 plans

175 Lennon Lane, Suite 201Walnut Creek, CA 94598
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$871,910

2024 Contributions

$91,023

Historical Graphs

Total Assets Over Time

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

$871,910$435,955$0201520202024YearValue
$871,910Latest year 2024

Participants Over Time

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

1160201520202024YearValue
9Latest 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
202419$871,910$91,023$10,114iApproximate average salary by contribution assumption: employee only about $252,842 at 4% or $168,561 at 6%; with 50% employer match about $168,561 at 4% or $112,374 at 6%; with 100% employer match about $126,421 at 4% or $84,281 at 6%.
Unalp CPA Group 401(K) Plan-9$871,910$91,023$10,114iApproximate average salary by contribution assumption: employee only about $252,842 at 4% or $168,561 at 6%; with 50% employer match about $168,561 at 4% or $112,374 at 6%; with 100% employer match about $126,421 at 4% or $84,281 at 6%.
202319$691,078$98,932$10,992iApproximate average salary by contribution assumption: employee only about $274,811 at 4% or $183,207 at 6%; with 50% employer match about $183,207 at 4% or $122,138 at 6%; with 100% employer match about $137,406 at 4% or $91,604 at 6%.
Unalp CPA Group 401(K) Plan-9$691,078$98,932$10,992iApproximate average salary by contribution assumption: employee only about $274,811 at 4% or $183,207 at 6%; with 50% employer match about $183,207 at 4% or $122,138 at 6%; with 100% employer match about $137,406 at 4% or $91,604 at 6%.
2022111$511,824$101,610$9,237iApproximate average salary by contribution assumption: employee only about $230,932 at 4% or $153,955 at 6%; with 50% employer match about $153,955 at 4% or $102,636 at 6%; with 100% employer match about $115,466 at 4% or $76,977 at 6%.
Unalp CPA Group 401(K) Plan-11$511,824$101,610$9,237iApproximate average salary by contribution assumption: employee only about $230,932 at 4% or $153,955 at 6%; with 50% employer match about $153,955 at 4% or $102,636 at 6%; with 100% employer match about $115,466 at 4% or $76,977 at 6%.
202117$855,103$132,782$18,969iApproximate average salary by contribution assumption: employee only about $474,221 at 4% or $316,148 at 6%; with 50% employer match about $316,148 at 4% or $210,765 at 6%; with 100% employer match about $237,111 at 4% or $158,074 at 6%.
Unalp CPA Group 401(K) Plan-7$855,103$132,782$18,969iApproximate average salary by contribution assumption: employee only about $474,221 at 4% or $316,148 at 6%; with 50% employer match about $316,148 at 4% or $210,765 at 6%; with 100% employer match about $237,111 at 4% or $158,074 at 6%.
202018$654,175$82,541$10,318iApproximate average salary by contribution assumption: employee only about $257,941 at 4% or $171,960 at 6%; with 50% employer match about $171,960 at 4% or $114,640 at 6%; with 100% employer match about $128,970 at 4% or $85,980 at 6%.
Unalp CPA Group 401(K) Plan-8$654,175$82,541$10,318iApproximate average salary by contribution assumption: employee only about $257,941 at 4% or $171,960 at 6%; with 50% employer match about $171,960 at 4% or $114,640 at 6%; with 100% employer match about $128,970 at 4% or $85,980 at 6%.
201918$490,709$105,267$13,158iApproximate average salary by contribution assumption: employee only about $328,959 at 4% or $219,306 at 6%; with 50% employer match about $219,306 at 4% or $146,204 at 6%; with 100% employer match about $164,480 at 4% or $109,653 at 6%.
Unalp CPA Group 401(K) Plan-8$490,709$105,267$13,158iApproximate average salary by contribution assumption: employee only about $328,959 at 4% or $219,306 at 6%; with 50% employer match about $219,306 at 4% or $146,204 at 6%; with 100% employer match about $164,480 at 4% or $109,653 at 6%.
201819$299,628$79,408$8,823iApproximate average salary by contribution assumption: employee only about $220,578 at 4% or $147,052 at 6%; with 50% employer match about $147,052 at 4% or $98,035 at 6%; with 100% employer match about $110,289 at 4% or $73,526 at 6%.
Unalp CPA Group 401(K) Plan-9$299,628$79,408$8,823iApproximate average salary by contribution assumption: employee only about $220,578 at 4% or $147,052 at 6%; with 50% employer match about $147,052 at 4% or $98,035 at 6%; with 100% employer match about $110,289 at 4% or $73,526 at 6%.
201718$237,993$60,402$7,550iApproximate average salary by contribution assumption: employee only about $188,756 at 4% or $125,838 at 6%; with 50% employer match about $125,838 at 4% or $83,892 at 6%; with 100% employer match about $94,378 at 4% or $62,919 at 6%.
Unalp CPA Group 401(K) Plan-8$237,993$60,402$7,550iApproximate average salary by contribution assumption: employee only about $188,756 at 4% or $125,838 at 6%; with 50% employer match about $125,838 at 4% or $83,892 at 6%; with 100% employer match about $94,378 at 4% or $62,919 at 6%.
201618$144,670$59,364$7,421iApproximate average salary by contribution assumption: employee only about $185,513 at 4% or $123,675 at 6%; with 50% employer match about $123,675 at 4% or $82,450 at 6%; with 100% employer match about $92,756 at 4% or $61,838 at 6%.
Unalp CPA Group 401(K) Plan-8$144,670$59,364$7,421iApproximate average salary by contribution assumption: employee only about $185,513 at 4% or $123,675 at 6%; with 50% employer match about $123,675 at 4% or $82,450 at 6%; with 100% employer match about $92,756 at 4% or $61,838 at 6%.
201517$74,555$75,130$10,733iApproximate average salary by contribution assumption: employee only about $268,321 at 4% or $178,881 at 6%; with 50% employer match about $178,881 at 4% or $119,254 at 6%; with 100% employer match about $134,161 at 4% or $89,440 at 6%.
Unalp CPA Group 401(K) Plan-7$74,555$75,130$10,733iApproximate average salary by contribution assumption: employee only about $268,321 at 4% or $178,881 at 6%; with 50% employer match about $178,881 at 4% or $119,254 at 6%; with 100% employer match about $134,161 at 4% or $89,440 at 6%.