Barbara Jean Schultz CPA LLC
Plan context: Barbara Jean Schultz CPA LLC 401K Plan
EIN 46-2290157 • Hauppauge, NY • 4 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$18,293
2018 Contributions
$1,385
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Barbara Jean Schultz CPA LLC 401K Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 2 | $18,293 | $1,385 | $693iApproximate average salary by contribution assumption: employee only about $17,313 at 4% or $11,542 at 6%; with 50% employer match about $11,542 at 4% or $7,694 at 6%; with 100% employer match about $8,656 at 4% or $5,771 at 6%. |
| Barbara Jean Schultz CPA LLC 401K Plan | - | 2 | $18,293 | $1,385 | $693iApproximate average salary by contribution assumption: employee only about $17,313 at 4% or $11,542 at 6%; with 50% employer match about $11,542 at 4% or $7,694 at 6%; with 100% employer match about $8,656 at 4% or $5,771 at 6%. |
| 2016 | 1 | 3 | $72,856 | $4,691 | $1,564iApproximate average salary by contribution assumption: employee only about $39,092 at 4% or $26,061 at 6%; with 50% employer match about $26,061 at 4% or $17,374 at 6%; with 100% employer match about $19,546 at 4% or $13,031 at 6%. |
| Barbara Jean Schultz CPA LLC 401K Plan | - | 3 | $72,856 | $4,691 | $1,564iApproximate average salary by contribution assumption: employee only about $39,092 at 4% or $26,061 at 6%; with 50% employer match about $26,061 at 4% or $17,374 at 6%; with 100% employer match about $19,546 at 4% or $13,031 at 6%. |
| 2015 | 1 | 2 | $98,748 | $100,466 | $50,233iApproximate average salary by contribution assumption: employee only about $1,255,825 at 4% or $837,217 at 6%; with 50% employer match about $837,217 at 4% or $558,144 at 6%; with 100% employer match about $627,913 at 4% or $418,608 at 6%. |
| Barbara Jean Schultz CPA LLC 401K Plan | - | 2 | $98,748 | $100,466 | $50,233iApproximate average salary by contribution assumption: employee only about $1,255,825 at 4% or $837,217 at 6%; with 50% employer match about $837,217 at 4% or $558,144 at 6%; with 100% employer match about $627,913 at 4% or $418,608 at 6%. |