Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$164,088
2025 Contributions
$20,085
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 | 0 | $0 | $20,085 | - |
| REZA CPA 401(K) PLAN | - | 0 | $0 | $20,085 | - |
| 2024 | 1 | 3 | $164,088 | $59,564 | $19,855iApproximate average salary by contribution assumption: employee only about $496,367 at 4% or $330,911 at 6%; with 50% employer match about $330,911 at 4% or $220,607 at 6%; with 100% employer match about $248,183 at 4% or $165,456 at 6%. |
| REZA CPA 401(K) PLAN | - | 3 | $164,088 | $59,564 | $19,855iApproximate average salary by contribution assumption: employee only about $496,367 at 4% or $330,911 at 6%; with 50% employer match about $330,911 at 4% or $220,607 at 6%; with 100% employer match about $248,183 at 4% or $165,456 at 6%. |
| 2023 | 1 | 3 | $91,200 | $52,896 | $17,632iApproximate average salary by contribution assumption: employee only about $440,800 at 4% or $293,867 at 6%; with 50% employer match about $293,867 at 4% or $195,911 at 6%; with 100% employer match about $220,400 at 4% or $146,933 at 6%. |
| REZA CPA 401(K) PLAN | - | 3 | $91,200 | $52,896 | $17,632iApproximate average salary by contribution assumption: employee only about $440,800 at 4% or $293,867 at 6%; with 50% employer match about $293,867 at 4% or $195,911 at 6%; with 100% employer match about $220,400 at 4% or $146,933 at 6%. |
| 2022 | 1 | 2 | $28,740 | $28,058 | $14,029iApproximate average salary by contribution assumption: employee only about $350,725 at 4% or $233,817 at 6%; with 50% employer match about $233,817 at 4% or $155,878 at 6%; with 100% employer match about $175,363 at 4% or $116,908 at 6%. |
| REZA CPA 401(K) PLAN | - | 2 | $28,740 | $28,058 | $14,029iApproximate average salary by contribution assumption: employee only about $350,725 at 4% or $233,817 at 6%; with 50% employer match about $233,817 at 4% or $155,878 at 6%; with 100% employer match about $175,363 at 4% or $116,908 at 6%. |