Civic Intelligence

Ericson Certified Public Accountant

Plan context: ERICSON CERTIFIED PUBLIC ACCOUNTANTS CASH BALANCE PLAN

EIN 77-0390128 • San Luis Obispo, CA • 28 filings • 2 plans

805 Aerovista Place, Ste. 206San Luis Obispo, CA 93401
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$3,196,660

2019 Contributions

$374,000

Historical Graphs

Total Assets Over Time

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

$3,228,578$1,614,289$0199920112018YearValue
$3,196,660Latest year 2018

Participants Over Time

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

530199920092018YearValue
4Latest year 2018

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
201920$0$374,000-
Ericson Certified Public Accountants 401K Profit Sharing Plan-0$0--
ERICSON CERTIFIED PUBLIC ACCOUNTANTS CASH BALANCE PLAN-0$0$374,000-
201824$3,196,660$354,716$88,679iApproximate average salary by contribution assumption: employee only about $2,216,975 at 4% or $1,477,983 at 6%; with 50% employer match about $1,477,983 at 4% or $985,322 at 6%; with 100% employer match about $1,108,488 at 4% or $738,992 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-4$2,073,301$54,716$13,679iApproximate average salary by contribution assumption: employee only about $341,975 at 4% or $227,983 at 6%; with 50% employer match about $227,983 at 4% or $151,989 at 6%; with 100% employer match about $170,988 at 4% or $113,992 at 6%.
ERICSON CERTIFIED PUBLIC ACCOUNTANTS CASH BALANCE PLAN-3$1,123,359$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201724$3,228,578$175,103$43,776iApproximate average salary by contribution assumption: employee only about $1,094,394 at 4% or $729,596 at 6%; with 50% employer match about $729,596 at 4% or $486,397 at 6%; with 100% employer match about $547,197 at 4% or $364,798 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-4$2,263,714$48,603$12,151iApproximate average salary by contribution assumption: employee only about $303,769 at 4% or $202,513 at 6%; with 50% employer match about $202,513 at 4% or $135,008 at 6%; with 100% employer match about $151,884 at 4% or $101,256 at 6%.
ERICSON CERTIFIED PUBLIC ACCOUNTANTS CASH BALANCE PLAN-3$964,864$126,500$42,167iApproximate average salary by contribution assumption: employee only about $1,054,167 at 4% or $702,778 at 6%; with 50% employer match about $702,778 at 4% or $468,519 at 6%; with 100% employer match about $527,083 at 4% or $351,389 at 6%.
201625$2,590,617$176,090$35,218iApproximate average salary by contribution assumption: employee only about $880,450 at 4% or $586,967 at 6%; with 50% employer match about $586,967 at 4% or $391,311 at 6%; with 100% employer match about $440,225 at 4% or $293,483 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-5$1,863,120$49,590$9,918iApproximate average salary by contribution assumption: employee only about $247,950 at 4% or $165,300 at 6%; with 50% employer match about $165,300 at 4% or $110,200 at 6%; with 100% employer match about $123,975 at 4% or $82,650 at 6%.
ERICSON CERTIFIED PUBLIC ACCOUNTANTS CASH BALANCE PLAN-3$727,497$126,500$42,167iApproximate average salary by contribution assumption: employee only about $1,054,167 at 4% or $702,778 at 6%; with 50% employer match about $702,778 at 4% or $468,519 at 6%; with 100% employer match about $527,083 at 4% or $351,389 at 6%.
201525$2,264,365$202,927$40,585iApproximate average salary by contribution assumption: employee only about $1,014,635 at 4% or $676,423 at 6%; with 50% employer match about $676,423 at 4% or $450,949 at 6%; with 100% employer match about $507,318 at 4% or $338,212 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-5$1,696,534$25,325$5,065iApproximate average salary by contribution assumption: employee only about $126,625 at 4% or $84,417 at 6%; with 50% employer match about $84,417 at 4% or $56,278 at 6%; with 100% employer match about $63,313 at 4% or $42,208 at 6%.
ERICSON CERTIFIED PUBLIC ACCOUNTANTS CASH BALANCE PLAN-3$567,831$177,602$59,201iApproximate average salary by contribution assumption: employee only about $1,480,017 at 4% or $986,678 at 6%; with 50% employer match about $986,678 at 4% or $657,785 at 6%; with 100% employer match about $740,008 at 4% or $493,339 at 6%.
201425$2,074,802$220,522$44,104iApproximate average salary by contribution assumption: employee only about $1,102,610 at 4% or $735,073 at 6%; with 50% employer match about $735,073 at 4% or $490,049 at 6%; with 100% employer match about $551,305 at 4% or $367,537 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-5$1,687,463$24,022$4,804iApproximate average salary by contribution assumption: employee only about $120,110 at 4% or $80,073 at 6%; with 50% employer match about $80,073 at 4% or $53,382 at 6%; with 100% employer match about $60,055 at 4% or $40,037 at 6%.
ERICSON CERTIFIED PUBLIC ACCOUNTANTS CASH BALANCE PLAN-3$387,339$196,500$65,500iApproximate average salary by contribution assumption: employee only about $1,637,500 at 4% or $1,091,667 at 6%; with 50% employer match about $1,091,667 at 4% or $727,778 at 6%; with 100% employer match about $818,750 at 4% or $545,833 at 6%.
201325$1,760,062$213,884$42,777iApproximate average salary by contribution assumption: employee only about $1,069,420 at 4% or $712,947 at 6%; with 50% employer match about $712,947 at 4% or $475,298 at 6%; with 100% employer match about $534,710 at 4% or $356,473 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-5$1,567,312$21,134$4,227iApproximate average salary by contribution assumption: employee only about $105,670 at 4% or $70,447 at 6%; with 50% employer match about $70,447 at 4% or $46,964 at 6%; with 100% employer match about $52,835 at 4% or $35,223 at 6%.
ERICSON CERTIFIED PUBLIC ACCOUNTANTS CASH BALANCE PLAN-3$192,750$192,750$64,250iApproximate average salary by contribution assumption: employee only about $1,606,250 at 4% or $1,070,833 at 6%; with 50% employer match about $1,070,833 at 4% or $713,889 at 6%; with 100% employer match about $803,125 at 4% or $535,417 at 6%.
201213$1,416,885$64,808$21,603iApproximate average salary by contribution assumption: employee only about $540,067 at 4% or $360,044 at 6%; with 50% employer match about $360,044 at 4% or $240,030 at 6%; with 100% employer match about $270,033 at 4% or $180,022 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-3$1,416,885$64,808$21,603iApproximate average salary by contribution assumption: employee only about $540,067 at 4% or $360,044 at 6%; with 50% employer match about $360,044 at 4% or $240,030 at 6%; with 100% employer match about $270,033 at 4% or $180,022 at 6%.
201113$1,222,100$63,707$21,236iApproximate average salary by contribution assumption: employee only about $530,892 at 4% or $353,928 at 6%; with 50% employer match about $353,928 at 4% or $235,952 at 6%; with 100% employer match about $265,446 at 4% or $176,964 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-3$1,222,100$63,707$21,236iApproximate average salary by contribution assumption: employee only about $530,892 at 4% or $353,928 at 6%; with 50% employer match about $353,928 at 4% or $235,952 at 6%; with 100% employer match about $265,446 at 4% or $176,964 at 6%.
201013$1,194,293$62,903$20,968iApproximate average salary by contribution assumption: employee only about $524,192 at 4% or $349,461 at 6%; with 50% employer match about $349,461 at 4% or $232,974 at 6%; with 100% employer match about $262,096 at 4% or $174,731 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-3$1,194,293$62,903$20,968iApproximate average salary by contribution assumption: employee only about $524,192 at 4% or $349,461 at 6%; with 50% employer match about $349,461 at 4% or $232,974 at 6%; with 100% employer match about $262,096 at 4% or $174,731 at 6%.
200913$998,228$63,865$21,288iApproximate average salary by contribution assumption: employee only about $532,208 at 4% or $354,806 at 6%; with 50% employer match about $354,806 at 4% or $236,537 at 6%; with 100% employer match about $266,104 at 4% or $177,403 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-3$998,228$63,865$21,288iApproximate average salary by contribution assumption: employee only about $532,208 at 4% or $354,806 at 6%; with 50% employer match about $354,806 at 4% or $236,537 at 6%; with 100% employer match about $266,104 at 4% or $177,403 at 6%.
200813$0$0-
Ericson Certified Public Accountants 401K Profit Sharing Plan-3---
200712$0$0-
Ericson Certified Public Accountants 401K Profit Sharing Plan-2---
200612$627,506$54,384$27,192iApproximate average salary by contribution assumption: employee only about $679,800 at 4% or $453,200 at 6%; with 50% employer match about $453,200 at 4% or $302,133 at 6%; with 100% employer match about $339,900 at 4% or $226,600 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-2$627,506$54,384$27,192iApproximate average salary by contribution assumption: employee only about $679,800 at 4% or $453,200 at 6%; with 50% employer match about $453,200 at 4% or $302,133 at 6%; with 100% employer match about $339,900 at 4% or $226,600 at 6%.
200512$549,981$48,304$24,152iApproximate average salary by contribution assumption: employee only about $603,800 at 4% or $402,533 at 6%; with 50% employer match about $402,533 at 4% or $268,356 at 6%; with 100% employer match about $301,900 at 4% or $201,267 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-2$549,981$48,304$24,152iApproximate average salary by contribution assumption: employee only about $603,800 at 4% or $402,533 at 6%; with 50% employer match about $402,533 at 4% or $268,356 at 6%; with 100% employer match about $301,900 at 4% or $201,267 at 6%.
200411$464,328$47,784$47,784iApproximate average salary by contribution assumption: employee only about $1,194,600 at 4% or $796,400 at 6%; with 50% employer match about $796,400 at 4% or $530,933 at 6%; with 100% employer match about $597,300 at 4% or $398,200 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-1$464,328$47,784$47,784iApproximate average salary by contribution assumption: employee only about $1,194,600 at 4% or $796,400 at 6%; with 50% employer match about $796,400 at 4% or $530,933 at 6%; with 100% employer match about $597,300 at 4% or $398,200 at 6%.
200312$0$0-
Ericson Certified Public Accountants 401K Profit Sharing Plan-2---
200212$296,740$71,435$35,718iApproximate average salary by contribution assumption: employee only about $892,938 at 4% or $595,292 at 6%; with 50% employer match about $595,292 at 4% or $396,861 at 6%; with 100% employer match about $446,469 at 4% or $297,646 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-2$296,740$71,435$35,718iApproximate average salary by contribution assumption: employee only about $892,938 at 4% or $595,292 at 6%; with 50% employer match about $595,292 at 4% or $396,861 at 6%; with 100% employer match about $446,469 at 4% or $297,646 at 6%.
200114$0$0-
Ericson Certified Public Accountants 401K Profit Sharing Plan-4---
200014$0$0-
Ericson Certified Public Accountants 401K Profit Sharing Plan-4---
199913$248,933$31,703$10,568iApproximate average salary by contribution assumption: employee only about $264,192 at 4% or $176,128 at 6%; with 50% employer match about $176,128 at 4% or $117,419 at 6%; with 100% employer match about $132,096 at 4% or $88,064 at 6%.
Ericson Certified Public Accountants 401K Profit Sharing Plan-3$248,933$31,703$10,568iApproximate average salary by contribution assumption: employee only about $264,192 at 4% or $176,128 at 6%; with 50% employer match about $176,128 at 4% or $117,419 at 6%; with 100% employer match about $132,096 at 4% or $88,064 at 6%.