Civic Intelligence

Ph Tax & Wealth Solutions Cpas Inc.

Plan context: Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan

EIN 68-0334970 • Richmond, CA • 14 filings • 6 plans

3220 Blume DriveSuite 221Richmond, CA 94806
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,777,311

2024 Contributions

$137,966

Historical Graphs

Total Assets Over Time

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

$2,777,311$1,388,656$0201120182024YearValue
$2,777,311Latest year 2024

Participants Over Time

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

1160201120182024YearValue
7Latest 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
202417$2,777,311$137,966$19,709iApproximate average salary by contribution assumption: employee only about $492,736 at 4% or $328,490 at 6%; with 50% employer match about $328,490 at 4% or $218,994 at 6%; with 100% employer match about $246,368 at 4% or $164,245 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-7$2,777,311$137,966$19,709iApproximate average salary by contribution assumption: employee only about $492,736 at 4% or $328,490 at 6%; with 50% employer match about $328,490 at 4% or $218,994 at 6%; with 100% employer match about $246,368 at 4% or $164,245 at 6%.
202318$2,349,488$134,813$16,852iApproximate average salary by contribution assumption: employee only about $421,291 at 4% or $280,860 at 6%; with 50% employer match about $280,860 at 4% or $187,240 at 6%; with 100% employer match about $210,645 at 4% or $140,430 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-8$2,349,488$134,813$16,852iApproximate average salary by contribution assumption: employee only about $421,291 at 4% or $280,860 at 6%; with 50% employer match about $280,860 at 4% or $187,240 at 6%; with 100% employer match about $210,645 at 4% or $140,430 at 6%.
202219$1,935,604$103,978$11,553iApproximate average salary by contribution assumption: employee only about $288,828 at 4% or $192,552 at 6%; with 50% employer match about $192,552 at 4% or $128,368 at 6%; with 100% employer match about $144,414 at 4% or $96,276 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-9$1,935,604$103,978$11,553iApproximate average salary by contribution assumption: employee only about $288,828 at 4% or $192,552 at 6%; with 50% employer match about $192,552 at 4% or $128,368 at 6%; with 100% employer match about $144,414 at 4% or $96,276 at 6%.
202118$2,154,853$79,226$9,903iApproximate average salary by contribution assumption: employee only about $247,581 at 4% or $165,054 at 6%; with 50% employer match about $165,054 at 4% or $110,036 at 6%; with 100% employer match about $123,791 at 4% or $82,527 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-8$2,154,853$79,226$9,903iApproximate average salary by contribution assumption: employee only about $247,581 at 4% or $165,054 at 6%; with 50% employer match about $165,054 at 4% or $110,036 at 6%; with 100% employer match about $123,791 at 4% or $82,527 at 6%.
202018$1,793,889$83,996$10,500iApproximate average salary by contribution assumption: employee only about $262,488 at 4% or $174,992 at 6%; with 50% employer match about $174,992 at 4% or $116,661 at 6%; with 100% employer match about $131,244 at 4% or $87,496 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-8$1,793,889$83,996$10,500iApproximate average salary by contribution assumption: employee only about $262,488 at 4% or $174,992 at 6%; with 50% employer match about $174,992 at 4% or $116,661 at 6%; with 100% employer match about $131,244 at 4% or $87,496 at 6%.
2019110$1,480,820$82,647$8,265iApproximate average salary by contribution assumption: employee only about $206,618 at 4% or $137,745 at 6%; with 50% employer match about $137,745 at 4% or $91,830 at 6%; with 100% employer match about $103,309 at 4% or $68,873 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-10$1,480,820$82,647$8,265iApproximate average salary by contribution assumption: employee only about $206,618 at 4% or $137,745 at 6%; with 50% employer match about $137,745 at 4% or $91,830 at 6%; with 100% employer match about $103,309 at 4% or $68,873 at 6%.
2018110$1,534,807$106,878$10,688iApproximate average salary by contribution assumption: employee only about $267,195 at 4% or $178,130 at 6%; with 50% employer match about $178,130 at 4% or $118,753 at 6%; with 100% employer match about $133,598 at 4% or $89,065 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-10$1,534,807$106,878$10,688iApproximate average salary by contribution assumption: employee only about $267,195 at 4% or $178,130 at 6%; with 50% employer match about $178,130 at 4% or $118,753 at 6%; with 100% employer match about $133,598 at 4% or $89,065 at 6%.
2017110$2,035,452$133,310$13,331iApproximate average salary by contribution assumption: employee only about $333,275 at 4% or $222,183 at 6%; with 50% employer match about $222,183 at 4% or $148,122 at 6%; with 100% employer match about $166,638 at 4% or $111,092 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-10$2,035,452$133,310$13,331iApproximate average salary by contribution assumption: employee only about $333,275 at 4% or $222,183 at 6%; with 50% employer match about $222,183 at 4% or $148,122 at 6%; with 100% employer match about $166,638 at 4% or $111,092 at 6%.
2016111$1,722,723$133,953$12,178iApproximate average salary by contribution assumption: employee only about $304,439 at 4% or $202,959 at 6%; with 50% employer match about $202,959 at 4% or $135,306 at 6%; with 100% employer match about $152,219 at 4% or $101,480 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-11$1,722,723$133,953$12,178iApproximate average salary by contribution assumption: employee only about $304,439 at 4% or $202,959 at 6%; with 50% employer match about $202,959 at 4% or $135,306 at 6%; with 100% employer match about $152,219 at 4% or $101,480 at 6%.
2015111$1,577,885$136,774$12,434iApproximate average salary by contribution assumption: employee only about $310,850 at 4% or $207,233 at 6%; with 50% employer match about $207,233 at 4% or $138,156 at 6%; with 100% employer match about $155,425 at 4% or $103,617 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-11$1,577,885$136,774$12,434iApproximate average salary by contribution assumption: employee only about $310,850 at 4% or $207,233 at 6%; with 50% employer match about $207,233 at 4% or $138,156 at 6%; with 100% employer match about $155,425 at 4% or $103,617 at 6%.
2014110$1,473,427$134,848$13,485iApproximate average salary by contribution assumption: employee only about $337,120 at 4% or $224,747 at 6%; with 50% employer match about $224,747 at 4% or $149,831 at 6%; with 100% employer match about $168,560 at 4% or $112,373 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-10$1,473,427$134,848$13,485iApproximate average salary by contribution assumption: employee only about $337,120 at 4% or $224,747 at 6%; with 50% employer match about $224,747 at 4% or $149,831 at 6%; with 100% employer match about $168,560 at 4% or $112,373 at 6%.
2013110$1,300,704$131,054$13,105iApproximate average salary by contribution assumption: employee only about $327,635 at 4% or $218,423 at 6%; with 50% employer match about $218,423 at 4% or $145,616 at 6%; with 100% employer match about $163,818 at 4% or $109,212 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-10$1,300,704$131,054$13,105iApproximate average salary by contribution assumption: employee only about $327,635 at 4% or $218,423 at 6%; with 50% employer match about $218,423 at 4% or $145,616 at 6%; with 100% employer match about $163,818 at 4% or $109,212 at 6%.
201219$1,027,088$148,840$16,538iApproximate average salary by contribution assumption: employee only about $413,444 at 4% or $275,630 at 6%; with 50% employer match about $275,630 at 4% or $183,753 at 6%; with 100% employer match about $206,722 at 4% or $137,815 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-9$1,027,088$148,840$16,538iApproximate average salary by contribution assumption: employee only about $413,444 at 4% or $275,630 at 6%; with 50% employer match about $275,630 at 4% or $183,753 at 6%; with 100% employer match about $206,722 at 4% or $137,815 at 6%.
201118$791,983$826,963$103,370iApproximate average salary by contribution assumption: employee only about $2,584,259 at 4% or $1,722,840 at 6%; with 50% employer match about $1,722,840 at 4% or $1,148,560 at 6%; with 100% employer match about $1,292,130 at 4% or $861,420 at 6%.
Ph Tax & Wealth Solutions Cpas Inc. 401(K) Plan-8$791,983$826,963$103,370iApproximate average salary by contribution assumption: employee only about $2,584,259 at 4% or $1,722,840 at 6%; with 50% employer match about $1,722,840 at 4% or $1,148,560 at 6%; with 100% employer match about $1,292,130 at 4% or $861,420 at 6%.