Civic Intelligence

Susan L. Howell, CPA PC

Plan context: Susan L. Howell, CPA PC 401(K) Profit Sharing Plan and Trust

EIN 75-3147835 • Newburgh, NY • 6 filings • 1 plans

11 Racquet RdNewburgh, NY 12550-5710
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$494,964

2024 Contributions

$35,320

Historical Graphs

Total Assets Over Time

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

$494,964$247,482$0201920222024YearValue
$494,964Latest year 2024

Participants Over Time

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

110201920222024YearValue
1Latest 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
202411$494,964$35,320$35,320iApproximate average salary by contribution assumption: employee only about $883,000 at 4% or $588,667 at 6%; with 50% employer match about $588,667 at 4% or $392,444 at 6%; with 100% employer match about $441,500 at 4% or $294,333 at 6%.
Susan L. Howell, CPA PC 401(K) Profit Sharing Plan and Trust-1$494,964$35,320$35,320iApproximate average salary by contribution assumption: employee only about $883,000 at 4% or $588,667 at 6%; with 50% employer match about $588,667 at 4% or $392,444 at 6%; with 100% employer match about $441,500 at 4% or $294,333 at 6%.
202311$413,665$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Susan L. Howell, CPA PC 401(K) Profit Sharing Plan and Trust-1$413,665$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
202211$350,009$30,420$30,420iApproximate average salary by contribution assumption: employee only about $760,500 at 4% or $507,000 at 6%; with 50% employer match about $507,000 at 4% or $338,000 at 6%; with 100% employer match about $380,250 at 4% or $253,500 at 6%.
Susan L. Howell, CPA PC 401(K) Profit Sharing Plan and Trust-1$350,009$30,420$30,420iApproximate average salary by contribution assumption: employee only about $760,500 at 4% or $507,000 at 6%; with 50% employer match about $507,000 at 4% or $338,000 at 6%; with 100% employer match about $380,250 at 4% or $253,500 at 6%.
202111$353,432$29,200$29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%.
Susan L. Howell, CPA PC 401(K) Profit Sharing Plan and Trust-1$353,432$29,200$29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%.
202011$303,591$28,495$28,495iApproximate average salary by contribution assumption: employee only about $712,375 at 4% or $474,917 at 6%; with 50% employer match about $474,917 at 4% or $316,611 at 6%; with 100% employer match about $356,188 at 4% or $237,458 at 6%.
Susan L. Howell, CPA PC 401(K) Profit Sharing Plan and Trust-1$303,591$28,495$28,495iApproximate average salary by contribution assumption: employee only about $712,375 at 4% or $474,917 at 6%; with 50% employer match about $474,917 at 4% or $316,611 at 6%; with 100% employer match about $356,188 at 4% or $237,458 at 6%.
201911$268,073$21,400$21,400iApproximate average salary by contribution assumption: employee only about $535,000 at 4% or $356,667 at 6%; with 50% employer match about $356,667 at 4% or $237,778 at 6%; with 100% employer match about $267,500 at 4% or $178,333 at 6%.
Susan L. Howell, CPA PC 401(K) Profit Sharing Plan and Trust-1$268,073$21,400$21,400iApproximate average salary by contribution assumption: employee only about $535,000 at 4% or $356,667 at 6%; with 50% employer match about $356,667 at 4% or $237,778 at 6%; with 100% employer match about $267,500 at 4% or $178,333 at 6%.