STEVENSON CPA LLC
Plan context: NPO ACCOUNTANTS 401(K) PLAN
EIN 81-0918684 • Phoenix, AZ • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$191,936
2025 Contributions
$100,882
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $191,936 | $100,882 | $14,412iApproximate average salary by contribution assumption: employee only about $360,293 at 4% or $240,195 at 6%; with 50% employer match about $240,195 at 4% or $160,130 at 6%; with 100% employer match about $180,146 at 4% or $120,098 at 6%. |
| NPO ACCOUNTANTS 401(K) PLAN | - | 7 | $191,936 | $100,882 | $14,412iApproximate average salary by contribution assumption: employee only about $360,293 at 4% or $240,195 at 6%; with 50% employer match about $240,195 at 4% or $160,130 at 6%; with 100% employer match about $180,146 at 4% or $120,098 at 6%. |
| 2024 | 1 | 5 | $71,125 | $53,591 | $10,718iApproximate average salary by contribution assumption: employee only about $267,955 at 4% or $178,637 at 6%; with 50% employer match about $178,637 at 4% or $119,091 at 6%; with 100% employer match about $133,978 at 4% or $89,318 at 6%. |
| NPO ACCOUNTANTS 401(K) PLAN | - | 5 | $71,125 | $53,591 | $10,718iApproximate average salary by contribution assumption: employee only about $267,955 at 4% or $178,637 at 6%; with 50% employer match about $178,637 at 4% or $119,091 at 6%; with 100% employer match about $133,978 at 4% or $89,318 at 6%. |
| 2023 | 1 | 5 | $33,537 | $34,376 | $6,875iApproximate average salary by contribution assumption: employee only about $171,880 at 4% or $114,587 at 6%; with 50% employer match about $114,587 at 4% or $76,391 at 6%; with 100% employer match about $85,940 at 4% or $57,293 at 6%. |
| STEVENSON CPA LLC 401(K) PLAN | - | 5 | $33,537 | $34,376 | $6,875iApproximate average salary by contribution assumption: employee only about $171,880 at 4% or $114,587 at 6%; with 50% employer match about $114,587 at 4% or $76,391 at 6%; with 100% employer match about $85,940 at 4% or $57,293 at 6%. |