AUDREY B. GREENWALD, M.S.CCC, P.A.,
Plan context: BOCA SPEECH CENTER CASH BALANCE PLAN
EIN 65-0593999 • Boca Raton, FL • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$5,132,797
2025 Contributions
$113,958
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 | 5 | $5,132,797 | $113,958 | $22,792iApproximate average salary by contribution assumption: employee only about $569,790 at 4% or $379,860 at 6%; with 50% employer match about $379,860 at 4% or $253,240 at 6%; with 100% employer match about $284,895 at 4% or $189,930 at 6%. |
| BOCA SPEECH CENTER CASH BALANCE PLAN | - | 5 | $5,132,797 | $113,958 | $22,792iApproximate average salary by contribution assumption: employee only about $569,790 at 4% or $379,860 at 6%; with 50% employer match about $379,860 at 4% or $253,240 at 6%; with 100% employer match about $284,895 at 4% or $189,930 at 6%. |
| 2024 | 2 | 8 | $6,241,571 | $197,512 | $24,689iApproximate average salary by contribution assumption: employee only about $617,225 at 4% or $411,483 at 6%; with 50% employer match about $411,483 at 4% or $274,322 at 6%; with 100% employer match about $308,613 at 4% or $205,742 at 6%. |
| BOCA SPEECH CENTER CASH BALANCE PLAN | - | 8 | $4,473,751 | $182,584 | $22,823iApproximate average salary by contribution assumption: employee only about $570,575 at 4% or $380,383 at 6%; with 50% employer match about $380,383 at 4% or $253,589 at 6%; with 100% employer match about $285,288 at 4% or $190,192 at 6%. |
| BOCA SPEECH CENTER 401(K) PLAN | - | 7 | $1,767,820 | $14,928 | $2,133iApproximate average salary by contribution assumption: employee only about $53,314 at 4% or $35,543 at 6%; with 50% employer match about $35,543 at 4% or $23,695 at 6%; with 100% employer match about $26,657 at 4% or $17,771 at 6%. |
| 2023 | 2 | 7 | $5,624,278 | $865,700 | $123,671iApproximate average salary by contribution assumption: employee only about $3,091,786 at 4% or $2,061,190 at 6%; with 50% employer match about $2,061,190 at 4% or $1,374,127 at 6%; with 100% employer match about $1,545,893 at 4% or $1,030,595 at 6%. |
| BOCA SPEECH CENTER CASH BALANCE PLAN | - | 6 | $4,033,361 | $735,681 | $122,614iApproximate average salary by contribution assumption: employee only about $3,065,338 at 4% or $2,043,558 at 6%; with 50% employer match about $2,043,558 at 4% or $1,362,372 at 6%; with 100% employer match about $1,532,669 at 4% or $1,021,779 at 6%. |
| BOCA SPEECH CENTER 401(K) PLAN | - | 7 | $1,590,917 | $130,019 | $18,574iApproximate average salary by contribution assumption: employee only about $464,354 at 4% or $309,569 at 6%; with 50% employer match about $309,569 at 4% or $206,379 at 6%; with 100% employer match about $232,177 at 4% or $154,785 at 6%. |
| 2022 | 2 | 8 | $4,295,212 | $201,946 | $25,243iApproximate average salary by contribution assumption: employee only about $631,081 at 4% or $420,721 at 6%; with 50% employer match about $420,721 at 4% or $280,481 at 6%; with 100% employer match about $315,541 at 4% or $210,360 at 6%. |
| BOCA SPEECH CENTER CASH BALANCE PLAN | - | 6 | $2,986,526 | $85,200 | $14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%. |
| BOCA SPEECH CENTER 401(K) PLAN | - | 8 | $1,308,686 | $116,746 | $14,593iApproximate average salary by contribution assumption: employee only about $364,831 at 4% or $243,221 at 6%; with 50% employer match about $243,221 at 4% or $162,147 at 6%; with 100% employer match about $182,416 at 4% or $121,610 at 6%. |
| 2021 | 2 | 8 | $4,801,116 | $219,763 | $27,470iApproximate average salary by contribution assumption: employee only about $686,759 at 4% or $457,840 at 6%; with 50% employer match about $457,840 at 4% or $305,226 at 6%; with 100% employer match about $343,380 at 4% or $228,920 at 6%. |
| BOCA SPEECH CENTER CASH BALANCE PLAN | - | 6 | $3,376,578 | $105,195 | $17,533iApproximate average salary by contribution assumption: employee only about $438,313 at 4% or $292,208 at 6%; with 50% employer match about $292,208 at 4% or $194,806 at 6%; with 100% employer match about $219,156 at 4% or $146,104 at 6%. |
| BOCA SPEECH CENTER 401(K) PLAN | - | 8 | $1,424,538 | $114,568 | $14,321iApproximate average salary by contribution assumption: employee only about $358,025 at 4% or $238,683 at 6%; with 50% employer match about $238,683 at 4% or $159,122 at 6%; with 100% employer match about $179,013 at 4% or $119,342 at 6%. |
| 2020 | 2 | 9 | $4,281,081 | $147,590 | $16,399iApproximate average salary by contribution assumption: employee only about $409,972 at 4% or $273,315 at 6%; with 50% employer match about $273,315 at 4% or $182,210 at 6%; with 100% employer match about $204,986 at 4% or $136,657 at 6%. |
| BOCA SPEECH CENTER CASH BALANCE PLAN | - | 9 | $3,053,825 | $20,463 | $2,274iApproximate average salary by contribution assumption: employee only about $56,842 at 4% or $37,894 at 6%; with 50% employer match about $37,894 at 4% or $25,263 at 6%; with 100% employer match about $28,421 at 4% or $18,947 at 6%. |
| BOCA SPEECH CENTER 401(K) PLAN | - | 9 | $1,227,256 | $127,127 | $14,125iApproximate average salary by contribution assumption: employee only about $353,131 at 4% or $235,420 at 6%; with 50% employer match about $235,420 at 4% or $156,947 at 6%; with 100% employer match about $176,565 at 4% or $117,710 at 6%. |
| 2019 | 2 | 9 | $3,855,783 | $708,485 | $78,721iApproximate average salary by contribution assumption: employee only about $1,968,014 at 4% or $1,312,009 at 6%; with 50% employer match about $1,312,009 at 4% or $874,673 at 6%; with 100% employer match about $984,007 at 4% or $656,005 at 6%. |
| BOCA SPEECH CENTER CASH BALANCE PLAN | - | 9 | $2,889,055 | $586,401 | $65,156iApproximate average salary by contribution assumption: employee only about $1,628,892 at 4% or $1,085,928 at 6%; with 50% employer match about $1,085,928 at 4% or $723,952 at 6%; with 100% employer match about $814,446 at 4% or $542,964 at 6%. |
| BOCA SPEECH CENTER 401(K) PLAN | - | 7 | $966,728 | $122,084 | $17,441iApproximate average salary by contribution assumption: employee only about $436,014 at 4% or $290,676 at 6%; with 50% employer match about $290,676 at 4% or $193,784 at 6%; with 100% employer match about $218,007 at 4% or $145,338 at 6%. |