Civic Intelligence

Jerome Johnson CPA LLC

Plan context: JEROME JOHNSON CPA LLC CASH BALANCE PLAN

EIN 46-1577713 • Albuquerque, NM • 6 filings • 2 plans

6500 Jefferson NESuite 260Albuquerque, NM 87109
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$487,997

2025 Contributions

$232,837

Historical Graphs

Total Assets Over Time

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

$487,997$243,999$020232024YearValue
$487,997Latest year 2024

Participants Over Time

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

42020232024YearValue
4Latest 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
202520$0$0-
Jerome Johnson CPA LLC 401(K) Plan-0$0--
JEROME JOHNSON CPA LLC CASH BALANCE PLAN-0$0--
202424$487,997$232,837$58,209iApproximate average salary by contribution assumption: employee only about $1,455,231 at 4% or $970,154 at 6%; with 50% employer match about $970,154 at 4% or $646,769 at 6%; with 100% employer match about $727,616 at 4% or $485,077 at 6%.
JEROME JOHNSON CPA LLC CASH BALANCE PLAN-4$259,875$126,375$31,594iApproximate average salary by contribution assumption: employee only about $789,844 at 4% or $526,563 at 6%; with 50% employer match about $526,563 at 4% or $351,042 at 6%; with 100% employer match about $394,922 at 4% or $263,281 at 6%.
Jerome Johnson CPA LLC 401(K) Plan-4$228,122$106,462$26,616iApproximate average salary by contribution assumption: employee only about $665,388 at 4% or $443,592 at 6%; with 50% employer match about $443,592 at 4% or $295,728 at 6%; with 100% employer match about $332,694 at 4% or $221,796 at 6%.
202324$235,902$231,884$57,971iApproximate average salary by contribution assumption: employee only about $1,449,275 at 4% or $966,183 at 6%; with 50% employer match about $966,183 at 4% or $644,122 at 6%; with 100% employer match about $724,638 at 4% or $483,092 at 6%.
JEROME JOHNSON CPA LLC CASH BALANCE PLAN-4$125,551$125,551$31,388iApproximate average salary by contribution assumption: employee only about $784,694 at 4% or $523,129 at 6%; with 50% employer match about $523,129 at 4% or $348,753 at 6%; with 100% employer match about $392,347 at 4% or $261,565 at 6%.
Jerome Johnson CPA LLC 401(K) Plan-4$110,351$106,333$26,583iApproximate average salary by contribution assumption: employee only about $664,581 at 4% or $443,054 at 6%; with 50% employer match about $443,054 at 4% or $295,369 at 6%; with 100% employer match about $332,291 at 4% or $221,527 at 6%.