Civic Intelligence

Stenberg C.P.A.

Plan context: Stenberg C.P.A. 401K Profit Sharing Plan

EIN 68-0401881 • Richmond, CA • 11 filings • 4 plans

PO Box 70400Richmond, CA 94807
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$672,252

2023 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$680,528$340,264$0199920202022YearValue
$672,252Latest year 2022

Participants Over Time

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

420199920152022YearValue
2Latest year 2022

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
202310$0$50,000-
Stenberg C.P.A. 401K Profit Sharing Plan-0$0$50,000-
202212$672,252$0-
Stenberg C.P.A. 401K Profit Sharing Plan-2$672,252$0-
202112$680,528$59,420$29,710iApproximate average salary by contribution assumption: employee only about $742,750 at 4% or $495,167 at 6%; with 50% employer match about $495,167 at 4% or $330,111 at 6%; with 100% employer match about $371,375 at 4% or $247,583 at 6%.
Stenberg C.P.A. 401K Profit Sharing Plan-2$680,528$59,420$29,710iApproximate average salary by contribution assumption: employee only about $742,750 at 4% or $495,167 at 6%; with 50% employer match about $495,167 at 4% or $330,111 at 6%; with 100% employer match about $371,375 at 4% or $247,583 at 6%.
202012$621,108$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Stenberg C.P.A. 401K Profit Sharing Plan-2$621,108$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201912$563,630$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Stenberg C.P.A. 401K Profit Sharing Plan-2$563,630$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201511$2,640$2,640$2,640iApproximate average salary by contribution assumption: employee only about $66,000 at 4% or $44,000 at 6%; with 50% employer match about $44,000 at 4% or $29,333 at 6%; with 100% employer match about $33,000 at 4% or $22,000 at 6%.
Stenberg CPA 401(K) Profit Sharing Plan-1$2,640$2,640$2,640iApproximate average salary by contribution assumption: employee only about $66,000 at 4% or $44,000 at 6%; with 50% employer match about $44,000 at 4% or $29,333 at 6%; with 100% employer match about $33,000 at 4% or $22,000 at 6%.
200310$0$0-
Stenberg C.P.A. 401K Profit Sharing Plan-0---
200212$0$0-
Stenberg C.P.A. 401K Profit Sharing Plan-2---
200113$0$0-
Stenberg C.P.A. 401K Profit Sharing Plan-3---
200013$0$0-
Stenberg C.P.A. 401K Profit Sharing Plan-3---
199914$38,764$22,250$5,563iApproximate average salary by contribution assumption: employee only about $139,063 at 4% or $92,708 at 6%; with 50% employer match about $92,708 at 4% or $61,806 at 6%; with 100% employer match about $69,531 at 4% or $46,354 at 6%.
Stenberg C.P.A. 401K Profit Sharing Plan-4$38,764$22,250$5,563iApproximate average salary by contribution assumption: employee only about $139,063 at 4% or $92,708 at 6%; with 50% employer match about $92,708 at 4% or $61,806 at 6%; with 100% employer match about $69,531 at 4% or $46,354 at 6%.