SIMON AKKARY CPA LLC
Plan context: SIMON AKKARY CPA LLC 401(K) PROFIT SHARING PLAN
EIN 46-3934779 • Westwood, MA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$917,117
2025 Contributions
$173,953
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $917,117 | $173,953 | $24,850iApproximate average salary by contribution assumption: employee only about $621,261 at 4% or $414,174 at 6%; with 50% employer match about $414,174 at 4% or $276,116 at 6%; with 100% employer match about $310,630 at 4% or $207,087 at 6%. |
| SIMON AKKARY CPA LLC 401(K) PROFIT SHARING PLAN | - | 7 | $917,117 | $173,953 | $24,850iApproximate average salary by contribution assumption: employee only about $621,261 at 4% or $414,174 at 6%; with 50% employer match about $414,174 at 4% or $276,116 at 6%; with 100% employer match about $310,630 at 4% or $207,087 at 6%. |
| 2024 | 1 | 7 | $616,556 | $152,539 | $21,791iApproximate average salary by contribution assumption: employee only about $544,782 at 4% or $363,188 at 6%; with 50% employer match about $363,188 at 4% or $242,125 at 6%; with 100% employer match about $272,391 at 4% or $181,594 at 6%. |
| SIMON AKKARY CPA LLC 401(K) PROFIT SHARING PLAN | - | 7 | $616,556 | $152,539 | $21,791iApproximate average salary by contribution assumption: employee only about $544,782 at 4% or $363,188 at 6%; with 50% employer match about $363,188 at 4% or $242,125 at 6%; with 100% employer match about $272,391 at 4% or $181,594 at 6%. |
| 2023 | 1 | 6 | $401,659 | $131,803 | $21,967iApproximate average salary by contribution assumption: employee only about $549,179 at 4% or $366,119 at 6%; with 50% employer match about $366,119 at 4% or $244,080 at 6%; with 100% employer match about $274,590 at 4% or $183,060 at 6%. |
| SIMON AKKARY CPA LLC 401(K) PROFIT SHARING PLAN | - | 6 | $401,659 | $131,803 | $21,967iApproximate average salary by contribution assumption: employee only about $549,179 at 4% or $366,119 at 6%; with 50% employer match about $366,119 at 4% or $244,080 at 6%; with 100% employer match about $274,590 at 4% or $183,060 at 6%. |
| 2022 | 1 | 5 | $221,328 | $70,236 | $14,047iApproximate average salary by contribution assumption: employee only about $351,180 at 4% or $234,120 at 6%; with 50% employer match about $234,120 at 4% or $156,080 at 6%; with 100% employer match about $175,590 at 4% or $117,060 at 6%. |
| SIMON AKKARY CPA LLC 401(K) PROFIT SHARING PLAN | - | 5 | $221,328 | $70,236 | $14,047iApproximate average salary by contribution assumption: employee only about $351,180 at 4% or $234,120 at 6%; with 50% employer match about $234,120 at 4% or $156,080 at 6%; with 100% employer match about $175,590 at 4% or $117,060 at 6%. |
| 2021 | 1 | 4 | $182,185 | $93,667 | $23,417iApproximate average salary by contribution assumption: employee only about $585,419 at 4% or $390,279 at 6%; with 50% employer match about $390,279 at 4% or $260,186 at 6%; with 100% employer match about $292,709 at 4% or $195,140 at 6%. |
| SIMON AKKARY CPA LLC 401(K) PROFIT SHARING PLAN | - | 4 | $182,185 | $93,667 | $23,417iApproximate average salary by contribution assumption: employee only about $585,419 at 4% or $390,279 at 6%; with 50% employer match about $390,279 at 4% or $260,186 at 6%; with 100% employer match about $292,709 at 4% or $195,140 at 6%. |
| 2020 | 1 | 3 | $80,417 | $77,791 | $25,930iApproximate average salary by contribution assumption: employee only about $648,258 at 4% or $432,172 at 6%; with 50% employer match about $432,172 at 4% or $288,115 at 6%; with 100% employer match about $324,129 at 4% or $216,086 at 6%. |
| SIMON AKKARY CPA LLC 401(K) PROFIT SHARING PLAN | - | 3 | $80,417 | $77,791 | $25,930iApproximate average salary by contribution assumption: employee only about $648,258 at 4% or $432,172 at 6%; with 50% employer match about $432,172 at 4% or $288,115 at 6%; with 100% employer match about $324,129 at 4% or $216,086 at 6%. |