Civic Intelligence

Lorraine a Barton, CPA PC

Plan context: Lorraine a. Barton, CPA PC 401K Profit Sharing Plan and Trust

EIN 83-4077131 • Wappingers Falls, NY • 4 filings • 1 plans

155 Old Castle Point RdWappingers Falls, NY 12590-7062
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,167,827

2024 Contributions

$53,369

Historical Graphs

Total Assets Over Time

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

$1,167,827$583,914$0202120232024YearValue
$1,167,827Latest year 2024

Participants Over Time

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

110202120232024YearValue
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$1,167,827$53,369$53,369iApproximate average salary by contribution assumption: employee only about $1,334,225 at 4% or $889,483 at 6%; with 50% employer match about $889,483 at 4% or $592,989 at 6%; with 100% employer match about $667,113 at 4% or $444,742 at 6%.
Lorraine a. Barton, CPA PC 401K Profit Sharing Plan and Trust-1$1,167,827$53,369$53,369iApproximate average salary by contribution assumption: employee only about $1,334,225 at 4% or $889,483 at 6%; with 50% employer match about $889,483 at 4% or $592,989 at 6%; with 100% employer match about $667,113 at 4% or $444,742 at 6%.
202311$980,445$63,175$63,175iApproximate average salary by contribution assumption: employee only about $1,579,375 at 4% or $1,052,917 at 6%; with 50% employer match about $1,052,917 at 4% or $701,944 at 6%; with 100% employer match about $789,688 at 4% or $526,458 at 6%.
Lorraine a. Barton, CPA PC 401K Profit Sharing Plan and Trust-1$980,445$63,175$63,175iApproximate average salary by contribution assumption: employee only about $1,579,375 at 4% or $1,052,917 at 6%; with 50% employer match about $1,052,917 at 4% or $701,944 at 6%; with 100% employer match about $789,688 at 4% or $526,458 at 6%.
202211$760,241$560,383$560,383iApproximate average salary by contribution assumption: employee only about $14,009,575 at 4% or $9,339,717 at 6%; with 50% employer match about $9,339,717 at 4% or $6,226,478 at 6%; with 100% employer match about $7,004,788 at 4% or $4,669,858 at 6%.
Lorraine a. Barton, CPA PC 401K Profit Sharing Plan and Trust-1$760,241$560,383$560,383iApproximate average salary by contribution assumption: employee only about $14,009,575 at 4% or $9,339,717 at 6%; with 50% employer match about $9,339,717 at 4% or $6,226,478 at 6%; with 100% employer match about $7,004,788 at 4% or $4,669,858 at 6%.
202111$281,309$191,799$191,799iApproximate average salary by contribution assumption: employee only about $4,794,975 at 4% or $3,196,650 at 6%; with 50% employer match about $3,196,650 at 4% or $2,131,100 at 6%; with 100% employer match about $2,397,488 at 4% or $1,598,325 at 6%.
Lorraine a. Barton, CPA PC 401K Profit Sharing Plan and Trust-1$281,309$191,799$191,799iApproximate average salary by contribution assumption: employee only about $4,794,975 at 4% or $3,196,650 at 6%; with 50% employer match about $3,196,650 at 4% or $2,131,100 at 6%; with 100% employer match about $2,397,488 at 4% or $1,598,325 at 6%.