Civic Intelligence

Sontag & Associates, CPA'S PC

Plan context: Sontag & Associates, CPA'S PC 401(K) Retirement Plan

EIN 46-1609746 • Leominster, MA • 11 filings • 2 plans

87 Merriam AvenueLeominster, MA 01453
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$458,753

2024 Contributions

$37,064

Historical Graphs

Total Assets Over Time

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

$458,753$229,377$0201420192024YearValue
$458,753Latest year 2024

Participants Over Time

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

320201420192023YearValue
2Latest year 2023

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
202410$458,753$37,064-
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-0$458,753$37,064-
202312$378,870$36,533$18,267iApproximate average salary by contribution assumption: employee only about $456,663 at 4% or $304,442 at 6%; with 50% employer match about $304,442 at 4% or $202,961 at 6%; with 100% employer match about $228,331 at 4% or $152,221 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-2$378,870$36,533$18,267iApproximate average salary by contribution assumption: employee only about $456,663 at 4% or $304,442 at 6%; with 50% employer match about $304,442 at 4% or $202,961 at 6%; with 100% employer match about $228,331 at 4% or $152,221 at 6%.
202212$289,137$32,700$16,350iApproximate average salary by contribution assumption: employee only about $408,750 at 4% or $272,500 at 6%; with 50% employer match about $272,500 at 4% or $181,667 at 6%; with 100% employer match about $204,375 at 4% or $136,250 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-2$289,137$32,700$16,350iApproximate average salary by contribution assumption: employee only about $408,750 at 4% or $272,500 at 6%; with 50% employer match about $272,500 at 4% or $181,667 at 6%; with 100% employer match about $204,375 at 4% or $136,250 at 6%.
202113$349,837$32,415$10,805iApproximate average salary by contribution assumption: employee only about $270,125 at 4% or $180,083 at 6%; with 50% employer match about $180,083 at 4% or $120,056 at 6%; with 100% employer match about $135,063 at 4% or $90,042 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-3$349,837$32,415$10,805iApproximate average salary by contribution assumption: employee only about $270,125 at 4% or $180,083 at 6%; with 50% employer match about $180,083 at 4% or $120,056 at 6%; with 100% employer match about $135,063 at 4% or $90,042 at 6%.
202013$265,082$32,551$10,850iApproximate average salary by contribution assumption: employee only about $271,258 at 4% or $180,839 at 6%; with 50% employer match about $180,839 at 4% or $120,559 at 6%; with 100% employer match about $135,629 at 4% or $90,419 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-3$265,082$32,551$10,850iApproximate average salary by contribution assumption: employee only about $271,258 at 4% or $180,839 at 6%; with 50% employer match about $180,839 at 4% or $120,559 at 6%; with 100% employer match about $135,629 at 4% or $90,419 at 6%.
201912$200,491$30,317$15,159iApproximate average salary by contribution assumption: employee only about $378,963 at 4% or $252,642 at 6%; with 50% employer match about $252,642 at 4% or $168,428 at 6%; with 100% employer match about $189,481 at 4% or $126,321 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-2$200,491$30,317$15,159iApproximate average salary by contribution assumption: employee only about $378,963 at 4% or $252,642 at 6%; with 50% employer match about $252,642 at 4% or $168,428 at 6%; with 100% employer match about $189,481 at 4% or $126,321 at 6%.
201812$136,570$34,067$17,034iApproximate average salary by contribution assumption: employee only about $425,838 at 4% or $283,892 at 6%; with 50% employer match about $283,892 at 4% or $189,261 at 6%; with 100% employer match about $212,919 at 4% or $141,946 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-2$136,570$34,067$17,034iApproximate average salary by contribution assumption: employee only about $425,838 at 4% or $283,892 at 6%; with 50% employer match about $283,892 at 4% or $189,261 at 6%; with 100% employer match about $212,919 at 4% or $141,946 at 6%.
201712$116,373$30,876$15,438iApproximate average salary by contribution assumption: employee only about $385,950 at 4% or $257,300 at 6%; with 50% employer match about $257,300 at 4% or $171,533 at 6%; with 100% employer match about $192,975 at 4% or $128,650 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-2$116,373$30,876$15,438iApproximate average salary by contribution assumption: employee only about $385,950 at 4% or $257,300 at 6%; with 50% employer match about $257,300 at 4% or $171,533 at 6%; with 100% employer match about $192,975 at 4% or $128,650 at 6%.
201612$71,581$25,508$12,754iApproximate average salary by contribution assumption: employee only about $318,850 at 4% or $212,567 at 6%; with 50% employer match about $212,567 at 4% or $141,711 at 6%; with 100% employer match about $159,425 at 4% or $106,283 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-2$71,581$25,508$12,754iApproximate average salary by contribution assumption: employee only about $318,850 at 4% or $212,567 at 6%; with 50% employer match about $212,567 at 4% or $141,711 at 6%; with 100% employer match about $159,425 at 4% or $106,283 at 6%.
201512$42,977$20,567$10,284iApproximate average salary by contribution assumption: employee only about $257,088 at 4% or $171,392 at 6%; with 50% employer match about $171,392 at 4% or $114,261 at 6%; with 100% employer match about $128,544 at 4% or $85,696 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-2$42,977$20,567$10,284iApproximate average salary by contribution assumption: employee only about $257,088 at 4% or $171,392 at 6%; with 50% employer match about $171,392 at 4% or $114,261 at 6%; with 100% employer match about $128,544 at 4% or $85,696 at 6%.
201413$23,657$23,099$7,700iApproximate average salary by contribution assumption: employee only about $192,492 at 4% or $128,328 at 6%; with 50% employer match about $128,328 at 4% or $85,552 at 6%; with 100% employer match about $96,246 at 4% or $64,164 at 6%.
Sontag & Associates, CPA'S PC 401(K) Retirement Plan-3$23,657$23,099$7,700iApproximate average salary by contribution assumption: employee only about $192,492 at 4% or $128,328 at 6%; with 50% employer match about $128,328 at 4% or $85,552 at 6%; with 100% employer match about $96,246 at 4% or $64,164 at 6%.