Civic Intelligence

ACCOUNTIX, INC.

Plan context: ACCOUNTIX 401(K) PLAN

EIN 47-3569428 • Santa Barbara, CA • 7 filings • 1 plans

836 Anacapa StUnit 2141Santa Barbara, CA 93120
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$607,561

2025 Contributions

$84,367

Historical Graphs

Total Assets Over Time

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

$607,561$303,781$0201920222025YearValue
$607,561Latest year 2025

Participants Over Time

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

1580201920222025YearValue
11Latest year 2025

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
2025111$607,561$84,367$7,670iApproximate average salary by contribution assumption: employee only about $191,743 at 4% or $127,829 at 6%; with 50% employer match about $127,829 at 4% or $85,219 at 6%; with 100% employer match about $95,872 at 4% or $63,914 at 6%.
ACCOUNTIX 401(K) PLAN-11$607,561$84,367$7,670iApproximate average salary by contribution assumption: employee only about $191,743 at 4% or $127,829 at 6%; with 50% employer match about $127,829 at 4% or $85,219 at 6%; with 100% employer match about $95,872 at 4% or $63,914 at 6%.
2024113$501,422$72,446$5,573iApproximate average salary by contribution assumption: employee only about $139,319 at 4% or $92,879 at 6%; with 50% employer match about $92,879 at 4% or $61,920 at 6%; with 100% employer match about $69,660 at 4% or $46,440 at 6%.
ACCOUNTIX 401(K) PLAN-13$501,422$72,446$5,573iApproximate average salary by contribution assumption: employee only about $139,319 at 4% or $92,879 at 6%; with 50% employer match about $92,879 at 4% or $61,920 at 6%; with 100% employer match about $69,660 at 4% or $46,440 at 6%.
2023115$393,874$130,944$8,730iApproximate average salary by contribution assumption: employee only about $218,240 at 4% or $145,493 at 6%; with 50% employer match about $145,493 at 4% or $96,996 at 6%; with 100% employer match about $109,120 at 4% or $72,747 at 6%.
ACCOUNTIX 401(K) PLAN-15$393,874$130,944$8,730iApproximate average salary by contribution assumption: employee only about $218,240 at 4% or $145,493 at 6%; with 50% employer match about $145,493 at 4% or $96,996 at 6%; with 100% employer match about $109,120 at 4% or $72,747 at 6%.
2022113$233,127$72,677$5,591iApproximate average salary by contribution assumption: employee only about $139,763 at 4% or $93,176 at 6%; with 50% employer match about $93,176 at 4% or $62,117 at 6%; with 100% employer match about $69,882 at 4% or $46,588 at 6%.
ACCOUNTIX 401(K) PLAN-13$233,127$72,677$5,591iApproximate average salary by contribution assumption: employee only about $139,763 at 4% or $93,176 at 6%; with 50% employer match about $93,176 at 4% or $62,117 at 6%; with 100% employer match about $69,882 at 4% or $46,588 at 6%.
2021113$201,295$91,764$7,059iApproximate average salary by contribution assumption: employee only about $176,469 at 4% or $117,646 at 6%; with 50% employer match about $117,646 at 4% or $78,431 at 6%; with 100% employer match about $88,235 at 4% or $58,823 at 6%.
ACCOUNTIX 401(K) PLAN-13$201,295$91,764$7,059iApproximate average salary by contribution assumption: employee only about $176,469 at 4% or $117,646 at 6%; with 50% employer match about $117,646 at 4% or $78,431 at 6%; with 100% employer match about $88,235 at 4% or $58,823 at 6%.
2020112$114,919$59,688$4,974iApproximate average salary by contribution assumption: employee only about $124,350 at 4% or $82,900 at 6%; with 50% employer match about $82,900 at 4% or $55,267 at 6%; with 100% employer match about $62,175 at 4% or $41,450 at 6%.
ACCOUNTIX 401(K) PLAN-12$114,919$59,688$4,974iApproximate average salary by contribution assumption: employee only about $124,350 at 4% or $82,900 at 6%; with 50% employer match about $82,900 at 4% or $55,267 at 6%; with 100% employer match about $62,175 at 4% or $41,450 at 6%.
201918$38,765$41,174$5,147iApproximate average salary by contribution assumption: employee only about $128,669 at 4% or $85,779 at 6%; with 50% employer match about $85,779 at 4% or $57,186 at 6%; with 100% employer match about $64,334 at 4% or $42,890 at 6%.
ACCOUNTIX 401(K) PLAN-8$38,765$41,174$5,147iApproximate average salary by contribution assumption: employee only about $128,669 at 4% or $85,779 at 6%; with 50% employer match about $85,779 at 4% or $57,186 at 6%; with 100% employer match about $64,334 at 4% or $42,890 at 6%.