Joseph J Cline CPA
Plan context: Joseph J Cline CPA Cash Balance Plan
EIN 81-3964431 • Millington, NJ • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,683,231
2024 Contributions
$367,476
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 4 | $2,683,231 | $367,476 | $91,869iApproximate average salary by contribution assumption: employee only about $2,296,725 at 4% or $1,531,150 at 6%; with 50% employer match about $1,531,150 at 4% or $1,020,767 at 6%; with 100% employer match about $1,148,363 at 4% or $765,575 at 6%. |
| Joseph J Cline CPA Cash Balance Plan | - | 4 | $1,915,006 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Joseph J Cline CPA 401(K) Plan | - | 4 | $768,225 | $117,476 | $29,369iApproximate average salary by contribution assumption: employee only about $734,225 at 4% or $489,483 at 6%; with 50% employer match about $489,483 at 4% or $326,322 at 6%; with 100% employer match about $367,113 at 4% or $244,742 at 6%. |
| 2023 | 2 | 4 | $2,111,005 | $351,148 | $87,787iApproximate average salary by contribution assumption: employee only about $2,194,675 at 4% or $1,463,117 at 6%; with 50% employer match about $1,463,117 at 4% or $975,411 at 6%; with 100% employer match about $1,097,338 at 4% or $731,558 at 6%. |
| Joseph J Cline CPA Cash Balance Plan | - | 4 | $1,517,823 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Joseph J Cline CPA 401(K) Plan | - | 4 | $593,182 | $101,148 | $25,287iApproximate average salary by contribution assumption: employee only about $632,175 at 4% or $421,450 at 6%; with 50% employer match about $421,450 at 4% or $280,967 at 6%; with 100% employer match about $316,088 at 4% or $210,725 at 6%. |
| 2022 | 2 | 3 | $1,573,856 | $337,660 | $112,553iApproximate average salary by contribution assumption: employee only about $2,813,833 at 4% or $1,875,889 at 6%; with 50% employer match about $1,875,889 at 4% or $1,250,593 at 6%; with 100% employer match about $1,406,917 at 4% or $937,944 at 6%. |
| Joseph J Cline CPA Cash Balance Plan | - | 3 | $1,130,284 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Joseph J Cline CPA 401(K) Plan | - | 3 | $443,572 | $87,660 | $29,220iApproximate average salary by contribution assumption: employee only about $730,500 at 4% or $487,000 at 6%; with 50% employer match about $487,000 at 4% or $324,667 at 6%; with 100% employer match about $365,250 at 4% or $243,500 at 6%. |
| 2021 | 2 | 3 | $1,373,956 | $254,586 | $84,862iApproximate average salary by contribution assumption: employee only about $2,121,550 at 4% or $1,414,367 at 6%; with 50% employer match about $1,414,367 at 4% or $942,911 at 6%; with 100% employer match about $1,060,775 at 4% or $707,183 at 6%. |
| Joseph J Cline CPA Cash Balance Plan | - | 3 | $982,963 | $170,000 | $56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%. |
| Joseph J Cline CPA 401(K) Plan | - | 3 | $390,993 | $84,586 | $28,195iApproximate average salary by contribution assumption: employee only about $704,883 at 4% or $469,922 at 6%; with 50% employer match about $469,922 at 4% or $313,281 at 6%; with 100% employer match about $352,442 at 4% or $234,961 at 6%. |
| 2020 | 2 | 3 | $1,034,104 | $333,492 | $111,164iApproximate average salary by contribution assumption: employee only about $2,779,100 at 4% or $1,852,733 at 6%; with 50% employer match about $1,852,733 at 4% or $1,235,156 at 6%; with 100% employer match about $1,389,550 at 4% or $926,367 at 6%. |
| Joseph J Cline CPA Cash Balance Plan | - | 3 | $757,142 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Joseph J Cline CPA 401(K) Plan | - | 3 | $276,962 | $83,492 | $27,831iApproximate average salary by contribution assumption: employee only about $695,767 at 4% or $463,844 at 6%; with 50% employer match about $463,844 at 4% or $309,230 at 6%; with 100% employer match about $347,883 at 4% or $231,922 at 6%. |
| 2019 | 2 | 3 | $608,876 | $330,450 | $110,150iApproximate average salary by contribution assumption: employee only about $2,753,750 at 4% or $1,835,833 at 6%; with 50% employer match about $1,835,833 at 4% or $1,223,889 at 6%; with 100% employer match about $1,376,875 at 4% or $917,917 at 6%. |
| Joseph J Cline CPA Cash Balance Plan | - | 3 | $442,182 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Joseph J Cline CPA 401(K) Plan | - | 3 | $166,694 | $80,450 | $26,817iApproximate average salary by contribution assumption: employee only about $670,417 at 4% or $446,944 at 6%; with 50% employer match about $446,944 at 4% or $297,963 at 6%; with 100% employer match about $335,208 at 4% or $223,472 at 6%. |
| 2018 | 2 | 3 | $253,186 | $254,800 | $84,933iApproximate average salary by contribution assumption: employee only about $2,123,333 at 4% or $1,415,556 at 6%; with 50% employer match about $1,415,556 at 4% or $943,704 at 6%; with 100% employer match about $1,061,667 at 4% or $707,778 at 6%. |
| Joseph J Cline CPA Cash Balance Plan | - | 3 | $181,004 | $181,000 | $60,333iApproximate average salary by contribution assumption: employee only about $1,508,333 at 4% or $1,005,556 at 6%; with 50% employer match about $1,005,556 at 4% or $670,370 at 6%; with 100% employer match about $754,167 at 4% or $502,778 at 6%. |
| Joseph J Cline CPA 401(K) Plan | - | 3 | $72,182 | $73,800 | $24,600iApproximate average salary by contribution assumption: employee only about $615,000 at 4% or $410,000 at 6%; with 50% employer match about $410,000 at 4% or $273,333 at 6%; with 100% employer match about $307,500 at 4% or $205,000 at 6%. |