Civic Intelligence

Tasto CPA PLLC

Plan context: TASTO CPA PLLC CASH BALANCE PLAN AND TRUST

EIN 47-2818149 • Snohomish, WA • 7 filings • 2 plans

19020 State Route 9 SESnohomish, WA 98296
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,131,339

2024 Contributions

$263,179

Historical Graphs

Total Assets Over Time

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

$2,131,339$1,065,670$0201620232024YearValue
$2,131,339Latest year 2024

Participants Over Time

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

320201620232024YearValue
3Latest 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
202423$2,131,339$263,179$87,726iApproximate average salary by contribution assumption: employee only about $2,193,158 at 4% or $1,462,106 at 6%; with 50% employer match about $1,462,106 at 4% or $974,737 at 6%; with 100% employer match about $1,096,579 at 4% or $731,053 at 6%.
TASTO CPA PLLC CASH BALANCE PLAN AND TRUST-2$1,474,821$193,000$96,500iApproximate average salary by contribution assumption: employee only about $2,412,500 at 4% or $1,608,333 at 6%; with 50% employer match about $1,608,333 at 4% or $1,072,222 at 6%; with 100% employer match about $1,206,250 at 4% or $804,167 at 6%.
Tasto CPA PLLC 401(K) Profit Sharing Plan & Trust-3$656,518$70,179$23,393iApproximate average salary by contribution assumption: employee only about $584,825 at 4% or $389,883 at 6%; with 50% employer match about $389,883 at 4% or $259,922 at 6%; with 100% employer match about $292,413 at 4% or $194,942 at 6%.
202312$520,373$81,944$40,972iApproximate average salary by contribution assumption: employee only about $1,024,300 at 4% or $682,867 at 6%; with 50% employer match about $682,867 at 4% or $455,244 at 6%; with 100% employer match about $512,150 at 4% or $341,433 at 6%.
Tasto CPA PLLC 401(K) Profit Sharing Plan & Trust-2$520,373$81,944$40,972iApproximate average salary by contribution assumption: employee only about $1,024,300 at 4% or $682,867 at 6%; with 50% employer match about $682,867 at 4% or $455,244 at 6%; with 100% employer match about $512,150 at 4% or $341,433 at 6%.
201721$659,264$126,386$126,386iApproximate average salary by contribution assumption: employee only about $3,159,650 at 4% or $2,106,433 at 6%; with 50% employer match about $2,106,433 at 4% or $1,404,289 at 6%; with 100% employer match about $1,579,825 at 4% or $1,053,217 at 6%.
Tasto CPA PLLC 401(K) Profit Sharing Plan & Trust-1$454,975$30,592$30,592iApproximate average salary by contribution assumption: employee only about $764,800 at 4% or $509,867 at 6%; with 50% employer match about $509,867 at 4% or $339,911 at 6%; with 100% employer match about $382,400 at 4% or $254,933 at 6%.
TASTO CPA PLLC CASH BALANCE PLAN AND TRUST-1$204,289$95,794$95,794iApproximate average salary by contribution assumption: employee only about $2,394,850 at 4% or $1,596,567 at 6%; with 50% employer match about $1,596,567 at 4% or $1,064,378 at 6%; with 100% employer match about $1,197,425 at 4% or $798,283 at 6%.
201621$458,072$115,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
Tasto CPA PLLC 401(K) Profit Sharing Plan & Trust-1$361,072$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
TASTO CPA PLLC CASH BALANCE PLAN AND TRUST-1$97,000$97,000$97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%.