Civic Intelligence

My CPA, Pa

Plan context: My CPA Pa 401K Plan

EIN 65-1136446 • Boca Raton, FL • 4 filings • 1 plans

1700 South Dixie Highway, Suite 400Boca Raton, FL 33432
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$277,044

2025 Contributions

$44,561

Historical Graphs

Total Assets Over Time

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

$277,044$138,522$0202220242025YearValue
$277,044Latest year 2025

Participants Over Time

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

950202220242025YearValue
9Latest 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
202519$277,044$44,561$4,951iApproximate average salary by contribution assumption: employee only about $123,781 at 4% or $82,520 at 6%; with 50% employer match about $82,520 at 4% or $55,014 at 6%; with 100% employer match about $61,890 at 4% or $41,260 at 6%.
My CPA Pa 401K Plan-9$277,044$44,561$4,951iApproximate average salary by contribution assumption: employee only about $123,781 at 4% or $82,520 at 6%; with 50% employer match about $82,520 at 4% or $55,014 at 6%; with 100% employer match about $61,890 at 4% or $41,260 at 6%.
202419$195,277$56,724$6,303iApproximate average salary by contribution assumption: employee only about $157,567 at 4% or $105,044 at 6%; with 50% employer match about $105,044 at 4% or $70,030 at 6%; with 100% employer match about $78,783 at 4% or $52,522 at 6%.
My CPA Pa 401K Plan-9$195,277$56,724$6,303iApproximate average salary by contribution assumption: employee only about $157,567 at 4% or $105,044 at 6%; with 50% employer match about $105,044 at 4% or $70,030 at 6%; with 100% employer match about $78,783 at 4% or $52,522 at 6%.
202318$120,783$53,142$6,643iApproximate average salary by contribution assumption: employee only about $166,069 at 4% or $110,713 at 6%; with 50% employer match about $110,713 at 4% or $73,808 at 6%; with 100% employer match about $83,034 at 4% or $55,356 at 6%.
My CPA Pa 401K Plan-8$120,783$53,142$6,643iApproximate average salary by contribution assumption: employee only about $166,069 at 4% or $110,713 at 6%; with 50% employer match about $110,713 at 4% or $73,808 at 6%; with 100% employer match about $83,034 at 4% or $55,356 at 6%.
202218$53,627$56,241$7,030iApproximate average salary by contribution assumption: employee only about $175,753 at 4% or $117,169 at 6%; with 50% employer match about $117,169 at 4% or $78,113 at 6%; with 100% employer match about $87,877 at 4% or $58,584 at 6%.
My CPA Pa 401K Plan-8$53,627$56,241$7,030iApproximate average salary by contribution assumption: employee only about $175,753 at 4% or $117,169 at 6%; with 50% employer match about $117,169 at 4% or $78,113 at 6%; with 100% employer match about $87,877 at 4% or $58,584 at 6%.