Civic Intelligence

Yaakov Borenstein, C.P.A. PC.

Plan context: Yaakov Borenstein, C.P.A. PC. 401K

EIN 52-2136830 • Bethesda, MD • 16 filings • 4 plans

9505 Linden AveBethesda, MD 20814-1638
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$9,299,746

2025 Contributions

$115,550

Historical Graphs

Total Assets Over Time

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

$9,299,746$4,649,873$0201020182025YearValue
$9,299,746Latest year 2025

Participants Over Time

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

320201020182025YearValue
3Latest 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
202513$9,299,746$115,550$38,517iApproximate average salary by contribution assumption: employee only about $962,917 at 4% or $641,944 at 6%; with 50% employer match about $641,944 at 4% or $427,963 at 6%; with 100% employer match about $481,458 at 4% or $320,972 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$9,299,746$115,550$38,517iApproximate average salary by contribution assumption: employee only about $962,917 at 4% or $641,944 at 6%; with 50% employer match about $641,944 at 4% or $427,963 at 6%; with 100% employer match about $481,458 at 4% or $320,972 at 6%.
202413$8,065,846$111,750$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$8,065,846$111,750$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
202313$6,771,662$98,500$32,833iApproximate average salary by contribution assumption: employee only about $820,833 at 4% or $547,222 at 6%; with 50% employer match about $547,222 at 4% or $364,815 at 6%; with 100% employer match about $410,417 at 4% or $273,611 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$6,771,662$98,500$32,833iApproximate average salary by contribution assumption: employee only about $820,833 at 4% or $547,222 at 6%; with 50% employer match about $547,222 at 4% or $364,815 at 6%; with 100% employer match about $410,417 at 4% or $273,611 at 6%.
202213$6,022,919$121,500$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$6,022,919$121,500$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
202113$6,758,325$137,186$45,729iApproximate average salary by contribution assumption: employee only about $1,143,217 at 4% or $762,144 at 6%; with 50% employer match about $762,144 at 4% or $508,096 at 6%; with 100% employer match about $571,608 at 4% or $381,072 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$6,758,325$137,186$45,729iApproximate average salary by contribution assumption: employee only about $1,143,217 at 4% or $762,144 at 6%; with 50% employer match about $762,144 at 4% or $508,096 at 6%; with 100% employer match about $571,608 at 4% or $381,072 at 6%.
202013$5,557,411$95,500$31,833iApproximate average salary by contribution assumption: employee only about $795,833 at 4% or $530,556 at 6%; with 50% employer match about $530,556 at 4% or $353,704 at 6%; with 100% employer match about $397,917 at 4% or $265,278 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$5,557,411$95,500$31,833iApproximate average salary by contribution assumption: employee only about $795,833 at 4% or $530,556 at 6%; with 50% employer match about $530,556 at 4% or $353,704 at 6%; with 100% employer match about $397,917 at 4% or $265,278 at 6%.
201913$5,055,949$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$5,055,949$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201813$4,116,832$123,500$41,167iApproximate average salary by contribution assumption: employee only about $1,029,167 at 4% or $686,111 at 6%; with 50% employer match about $686,111 at 4% or $457,407 at 6%; with 100% employer match about $514,583 at 4% or $343,056 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$4,116,832$123,500$41,167iApproximate average salary by contribution assumption: employee only about $1,029,167 at 4% or $686,111 at 6%; with 50% employer match about $686,111 at 4% or $457,407 at 6%; with 100% employer match about $514,583 at 4% or $343,056 at 6%.
201713$4,003,341$109,300$36,433iApproximate average salary by contribution assumption: employee only about $910,833 at 4% or $607,222 at 6%; with 50% employer match about $607,222 at 4% or $404,815 at 6%; with 100% employer match about $455,417 at 4% or $303,611 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$4,003,341$109,300$36,433iApproximate average salary by contribution assumption: employee only about $910,833 at 4% or $607,222 at 6%; with 50% employer match about $607,222 at 4% or $404,815 at 6%; with 100% employer match about $455,417 at 4% or $303,611 at 6%.
201613$3,440,582$66,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-3$3,440,582$66,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201512$3,236,686$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-2$3,236,686$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
201412$3,170,004$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-2$3,170,004$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
201312$2,950,638$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-2$2,950,638$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
201212$2,288,219$1,117,539$558,770iApproximate average salary by contribution assumption: employee only about $13,969,238 at 4% or $9,312,825 at 6%; with 50% employer match about $9,312,825 at 4% or $6,208,550 at 6%; with 100% employer match about $6,984,619 at 4% or $4,656,413 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-2$2,288,219$1,117,539$558,770iApproximate average salary by contribution assumption: employee only about $13,969,238 at 4% or $9,312,825 at 6%; with 50% employer match about $9,312,825 at 4% or $6,208,550 at 6%; with 100% employer match about $6,984,619 at 4% or $4,656,413 at 6%.
201111$1,043,048$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-1$1,043,048$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
201011$973,665$686,892$686,892iApproximate average salary by contribution assumption: employee only about $17,172,300 at 4% or $11,448,200 at 6%; with 50% employer match about $11,448,200 at 4% or $7,632,133 at 6%; with 100% employer match about $8,586,150 at 4% or $5,724,100 at 6%.
Yaakov Borenstein, C.P.A. PC. 401K-1$973,665$686,892$686,892iApproximate average salary by contribution assumption: employee only about $17,172,300 at 4% or $11,448,200 at 6%; with 50% employer match about $11,448,200 at 4% or $7,632,133 at 6%; with 100% employer match about $8,586,150 at 4% or $5,724,100 at 6%.