Civic Intelligence

Jody B Underhill CPA Pa

Plan context: Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust

EIN 46-3390644 • Lakewood Ranch, FL • 11 filings • 2 plans

6151 Lake Osprey Dr Ste 300Lakewood Ranch, FL 34240
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$434,214

2024 Contributions

$42,856

Historical Graphs

Total Assets Over Time

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

$434,214$217,107$0201420192024YearValue
$434,214Latest year 2024

Participants Over Time

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

210201420192024YearValue
1Latest 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
202411$434,214$42,856$42,856iApproximate average salary by contribution assumption: employee only about $1,071,400 at 4% or $714,267 at 6%; with 50% employer match about $714,267 at 4% or $476,178 at 6%; with 100% employer match about $535,700 at 4% or $357,133 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-1$434,214$42,856$42,856iApproximate average salary by contribution assumption: employee only about $1,071,400 at 4% or $714,267 at 6%; with 50% employer match about $714,267 at 4% or $476,178 at 6%; with 100% employer match about $535,700 at 4% or $357,133 at 6%.
202311$345,295$50,723$50,723iApproximate average salary by contribution assumption: employee only about $1,268,075 at 4% or $845,383 at 6%; with 50% employer match about $845,383 at 4% or $563,589 at 6%; with 100% employer match about $634,038 at 4% or $422,692 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-1$345,295$50,723$50,723iApproximate average salary by contribution assumption: employee only about $1,268,075 at 4% or $845,383 at 6%; with 50% employer match about $845,383 at 4% or $563,589 at 6%; with 100% employer match about $634,038 at 4% or $422,692 at 6%.
202211$249,791$40,461$40,461iApproximate average salary by contribution assumption: employee only about $1,011,525 at 4% or $674,350 at 6%; with 50% employer match about $674,350 at 4% or $449,567 at 6%; with 100% employer match about $505,763 at 4% or $337,175 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-1$249,791$40,461$40,461iApproximate average salary by contribution assumption: employee only about $1,011,525 at 4% or $674,350 at 6%; with 50% employer match about $674,350 at 4% or $449,567 at 6%; with 100% employer match about $505,763 at 4% or $337,175 at 6%.
202111$238,440$29,368$29,368iApproximate average salary by contribution assumption: employee only about $734,200 at 4% or $489,467 at 6%; with 50% employer match about $489,467 at 4% or $326,311 at 6%; with 100% employer match about $367,100 at 4% or $244,733 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-1$238,440$29,368$29,368iApproximate average salary by contribution assumption: employee only about $734,200 at 4% or $489,467 at 6%; with 50% employer match about $489,467 at 4% or $326,311 at 6%; with 100% employer match about $367,100 at 4% or $244,733 at 6%.
202011$176,567$27,631$27,631iApproximate average salary by contribution assumption: employee only about $690,775 at 4% or $460,517 at 6%; with 50% employer match about $460,517 at 4% or $307,011 at 6%; with 100% employer match about $345,388 at 4% or $230,258 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-1$176,567$27,631$27,631iApproximate average salary by contribution assumption: employee only about $690,775 at 4% or $460,517 at 6%; with 50% employer match about $460,517 at 4% or $307,011 at 6%; with 100% employer match about $345,388 at 4% or $230,258 at 6%.
201911$152,539$30,067$30,067iApproximate average salary by contribution assumption: employee only about $751,675 at 4% or $501,117 at 6%; with 50% employer match about $501,117 at 4% or $334,078 at 6%; with 100% employer match about $375,838 at 4% or $250,558 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-1$152,539$30,067$30,067iApproximate average salary by contribution assumption: employee only about $751,675 at 4% or $501,117 at 6%; with 50% employer match about $501,117 at 4% or $334,078 at 6%; with 100% employer match about $375,838 at 4% or $250,558 at 6%.
201812$125,118$48,321$24,161iApproximate average salary by contribution assumption: employee only about $604,013 at 4% or $402,675 at 6%; with 50% employer match about $402,675 at 4% or $268,450 at 6%; with 100% employer match about $302,006 at 4% or $201,338 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-2$125,118$48,321$24,161iApproximate average salary by contribution assumption: employee only about $604,013 at 4% or $402,675 at 6%; with 50% employer match about $402,675 at 4% or $268,450 at 6%; with 100% employer match about $302,006 at 4% or $201,338 at 6%.
201712$87,831$31,484$15,742iApproximate average salary by contribution assumption: employee only about $393,550 at 4% or $262,367 at 6%; with 50% employer match about $262,367 at 4% or $174,911 at 6%; with 100% employer match about $196,775 at 4% or $131,183 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-2$87,831$31,484$15,742iApproximate average salary by contribution assumption: employee only about $393,550 at 4% or $262,367 at 6%; with 50% employer match about $262,367 at 4% or $174,911 at 6%; with 100% employer match about $196,775 at 4% or $131,183 at 6%.
201612$54,035$5,699$2,850iApproximate average salary by contribution assumption: employee only about $71,238 at 4% or $47,492 at 6%; with 50% employer match about $47,492 at 4% or $31,661 at 6%; with 100% employer match about $35,619 at 4% or $23,746 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-2$54,035$5,699$2,850iApproximate average salary by contribution assumption: employee only about $71,238 at 4% or $47,492 at 6%; with 50% employer match about $47,492 at 4% or $31,661 at 6%; with 100% employer match about $35,619 at 4% or $23,746 at 6%.
201512$51,126$44,896$22,448iApproximate average salary by contribution assumption: employee only about $561,200 at 4% or $374,133 at 6%; with 50% employer match about $374,133 at 4% or $249,422 at 6%; with 100% employer match about $280,600 at 4% or $187,067 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-2$51,126$44,896$22,448iApproximate average salary by contribution assumption: employee only about $561,200 at 4% or $374,133 at 6%; with 50% employer match about $374,133 at 4% or $249,422 at 6%; with 100% employer match about $280,600 at 4% or $187,067 at 6%.
201411$7,970$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Jody B Underhill CPA Pa 401(K) Profit Sharing Plan & Trust-1$7,970$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.