CPA Okc PLLC
Plan context: CPA Okc 401(K) Plan
EIN 47-2242686 • Oklahoma City, OK • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$1,206,635
2024 Contributions
$144,734
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $1,206,635 | $144,734 | $13,158iApproximate average salary by contribution assumption: employee only about $328,941 at 4% or $219,294 at 6%; with 50% employer match about $219,294 at 4% or $146,196 at 6%; with 100% employer match about $164,470 at 4% or $109,647 at 6%. |
| CPA Okc 401(K) Plan | - | 11 | $1,206,635 | $144,734 | $13,158iApproximate average salary by contribution assumption: employee only about $328,941 at 4% or $219,294 at 6%; with 50% employer match about $219,294 at 4% or $146,196 at 6%; with 100% employer match about $164,470 at 4% or $109,647 at 6%. |
| 2023 | 1 | 10 | $990,157 | $170,172 | $17,017iApproximate average salary by contribution assumption: employee only about $425,430 at 4% or $283,620 at 6%; with 50% employer match about $283,620 at 4% or $189,080 at 6%; with 100% employer match about $212,715 at 4% or $141,810 at 6%. |
| CPA Okc 401(K) Plan | - | 10 | $990,157 | $170,172 | $17,017iApproximate average salary by contribution assumption: employee only about $425,430 at 4% or $283,620 at 6%; with 50% employer match about $283,620 at 4% or $189,080 at 6%; with 100% employer match about $212,715 at 4% or $141,810 at 6%. |
| 2022 | 1 | 13 | $781,925 | $165,119 | $12,701iApproximate average salary by contribution assumption: employee only about $317,537 at 4% or $211,691 at 6%; with 50% employer match about $211,691 at 4% or $141,127 at 6%; with 100% employer match about $158,768 at 4% or $105,846 at 6%. |
| CPA Okc 401(K) Plan | - | 13 | $781,925 | $165,119 | $12,701iApproximate average salary by contribution assumption: employee only about $317,537 at 4% or $211,691 at 6%; with 50% employer match about $211,691 at 4% or $141,127 at 6%; with 100% employer match about $158,768 at 4% or $105,846 at 6%. |
| 2021 | 1 | 11 | $856,437 | $197,845 | $17,986iApproximate average salary by contribution assumption: employee only about $449,648 at 4% or $299,765 at 6%; with 50% employer match about $299,765 at 4% or $199,843 at 6%; with 100% employer match about $224,824 at 4% or $149,883 at 6%. |
| CPA Okc 401(K) Plan | - | 11 | $856,437 | $197,845 | $17,986iApproximate average salary by contribution assumption: employee only about $449,648 at 4% or $299,765 at 6%; with 50% employer match about $299,765 at 4% or $199,843 at 6%; with 100% employer match about $224,824 at 4% or $149,883 at 6%. |
| 2020 | 1 | 15 | $1,547,026 | $245,221 | $16,348iApproximate average salary by contribution assumption: employee only about $408,702 at 4% or $272,468 at 6%; with 50% employer match about $272,468 at 4% or $181,645 at 6%; with 100% employer match about $204,351 at 4% or $136,234 at 6%. |
| CPA Okc 401(K) Plan | - | 15 | $1,547,026 | $245,221 | $16,348iApproximate average salary by contribution assumption: employee only about $408,702 at 4% or $272,468 at 6%; with 50% employer match about $272,468 at 4% or $181,645 at 6%; with 100% employer match about $204,351 at 4% or $136,234 at 6%. |
| 2019 | 1 | 15 | $1,237,596 | $262,596 | $17,506iApproximate average salary by contribution assumption: employee only about $437,660 at 4% or $291,773 at 6%; with 50% employer match about $291,773 at 4% or $194,516 at 6%; with 100% employer match about $218,830 at 4% or $145,887 at 6%. |
| CPA Okc 401(K) Plan | - | 15 | $1,237,596 | $262,596 | $17,506iApproximate average salary by contribution assumption: employee only about $437,660 at 4% or $291,773 at 6%; with 50% employer match about $291,773 at 4% or $194,516 at 6%; with 100% employer match about $218,830 at 4% or $145,887 at 6%. |
| 2018 | 1 | 15 | $808,615 | $256,693 | $17,113iApproximate average salary by contribution assumption: employee only about $427,822 at 4% or $285,214 at 6%; with 50% employer match about $285,214 at 4% or $190,143 at 6%; with 100% employer match about $213,911 at 4% or $142,607 at 6%. |
| CPA Okc 401(K) Plan | - | 15 | $808,615 | $256,693 | $17,113iApproximate average salary by contribution assumption: employee only about $427,822 at 4% or $285,214 at 6%; with 50% employer match about $285,214 at 4% or $190,143 at 6%; with 100% employer match about $213,911 at 4% or $142,607 at 6%. |
| 2017 | 1 | 14 | $624,080 | $219,368 | $15,669iApproximate average salary by contribution assumption: employee only about $391,729 at 4% or $261,152 at 6%; with 50% employer match about $261,152 at 4% or $174,102 at 6%; with 100% employer match about $195,864 at 4% or $130,576 at 6%. |
| CPA Okc 401(K) Plan | - | 14 | $624,080 | $219,368 | $15,669iApproximate average salary by contribution assumption: employee only about $391,729 at 4% or $261,152 at 6%; with 50% employer match about $261,152 at 4% or $174,102 at 6%; with 100% employer match about $195,864 at 4% or $130,576 at 6%. |
| 2016 | 1 | 14 | $360,787 | $195,880 | $13,991iApproximate average salary by contribution assumption: employee only about $349,786 at 4% or $233,190 at 6%; with 50% employer match about $233,190 at 4% or $155,460 at 6%; with 100% employer match about $174,893 at 4% or $116,595 at 6%. |
| CPA Okc 401(K) Plan | - | 14 | $360,787 | $195,880 | $13,991iApproximate average salary by contribution assumption: employee only about $349,786 at 4% or $233,190 at 6%; with 50% employer match about $233,190 at 4% or $155,460 at 6%; with 100% employer match about $174,893 at 4% or $116,595 at 6%. |
| 2015 | 1 | 11 | $156,282 | $160,360 | $14,578iApproximate average salary by contribution assumption: employee only about $364,455 at 4% or $242,970 at 6%; with 50% employer match about $242,970 at 4% or $161,980 at 6%; with 100% employer match about $182,227 at 4% or $121,485 at 6%. |
| CPA Okc 401(K) Plan | - | 11 | $156,282 | $160,360 | $14,578iApproximate average salary by contribution assumption: employee only about $364,455 at 4% or $242,970 at 6%; with 50% employer match about $242,970 at 4% or $161,980 at 6%; with 100% employer match about $182,227 at 4% or $121,485 at 6%. |