Civic Intelligence

Advanced Tax Solutions CPA PC

Plan context: Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust

EIN 84-1254817 • Denver, CO • 21 filings • 8 plans

3801 E Florida Ave, Ste 725Denver, CO 80210
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$280,761

2024 Contributions

$53,559

Historical Graphs

Total Assets Over Time

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

$1,125,370$562,685$0200220142024YearValue
$280,761Latest year 2024

Participants Over Time

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

1050200220142024YearValue
8Latest 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
202418$280,761$53,559$6,695iApproximate average salary by contribution assumption: employee only about $167,372 at 4% or $111,581 at 6%; with 50% employer match about $111,581 at 4% or $74,388 at 6%; with 100% employer match about $83,686 at 4% or $55,791 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-8$280,761$53,559$6,695iApproximate average salary by contribution assumption: employee only about $167,372 at 4% or $111,581 at 6%; with 50% employer match about $111,581 at 4% or $74,388 at 6%; with 100% employer match about $83,686 at 4% or $55,791 at 6%.
202317$211,097$58,776$8,397iApproximate average salary by contribution assumption: employee only about $209,914 at 4% or $139,943 at 6%; with 50% employer match about $139,943 at 4% or $93,295 at 6%; with 100% employer match about $104,957 at 4% or $69,971 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-7$211,097$58,776$8,397iApproximate average salary by contribution assumption: employee only about $209,914 at 4% or $139,943 at 6%; with 50% employer match about $139,943 at 4% or $93,295 at 6%; with 100% employer match about $104,957 at 4% or $69,971 at 6%.
202218$233,712$58,284$7,286iApproximate average salary by contribution assumption: employee only about $182,138 at 4% or $121,425 at 6%; with 50% employer match about $121,425 at 4% or $80,950 at 6%; with 100% employer match about $91,069 at 4% or $60,713 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-8$233,712$58,284$7,286iApproximate average salary by contribution assumption: employee only about $182,138 at 4% or $121,425 at 6%; with 50% employer match about $121,425 at 4% or $80,950 at 6%; with 100% employer match about $91,069 at 4% or $60,713 at 6%.
202119$520,719$68,957$7,662iApproximate average salary by contribution assumption: employee only about $191,547 at 4% or $127,698 at 6%; with 50% employer match about $127,698 at 4% or $85,132 at 6%; with 100% employer match about $95,774 at 4% or $63,849 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-9$520,719$68,957$7,662iApproximate average salary by contribution assumption: employee only about $191,547 at 4% or $127,698 at 6%; with 50% employer match about $127,698 at 4% or $85,132 at 6%; with 100% employer match about $95,774 at 4% or $63,849 at 6%.
202019$824,015$50,692$5,632iApproximate average salary by contribution assumption: employee only about $140,811 at 4% or $93,874 at 6%; with 50% employer match about $93,874 at 4% or $62,583 at 6%; with 100% employer match about $70,406 at 4% or $46,937 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-9$824,015$50,692$5,632iApproximate average salary by contribution assumption: employee only about $140,811 at 4% or $93,874 at 6%; with 50% employer match about $93,874 at 4% or $62,583 at 6%; with 100% employer match about $70,406 at 4% or $46,937 at 6%.
201919$687,144$51,733$5,748iApproximate average salary by contribution assumption: employee only about $143,703 at 4% or $95,802 at 6%; with 50% employer match about $95,802 at 4% or $63,868 at 6%; with 100% employer match about $71,851 at 4% or $47,901 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-9$687,144$51,733$5,748iApproximate average salary by contribution assumption: employee only about $143,703 at 4% or $95,802 at 6%; with 50% employer match about $95,802 at 4% or $63,868 at 6%; with 100% employer match about $71,851 at 4% or $47,901 at 6%.
201818$512,486$42,787$5,348iApproximate average salary by contribution assumption: employee only about $133,709 at 4% or $89,140 at 6%; with 50% employer match about $89,140 at 4% or $59,426 at 6%; with 100% employer match about $66,855 at 4% or $44,570 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-8$512,486$42,787$5,348iApproximate average salary by contribution assumption: employee only about $133,709 at 4% or $89,140 at 6%; with 50% employer match about $89,140 at 4% or $59,426 at 6%; with 100% employer match about $66,855 at 4% or $44,570 at 6%.
201716$530,664$61,727$10,288iApproximate average salary by contribution assumption: employee only about $257,196 at 4% or $171,464 at 6%; with 50% employer match about $171,464 at 4% or $114,309 at 6%; with 100% employer match about $128,598 at 4% or $85,732 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-6$530,664$61,727$10,288iApproximate average salary by contribution assumption: employee only about $257,196 at 4% or $171,464 at 6%; with 50% employer match about $171,464 at 4% or $114,309 at 6%; with 100% employer match about $128,598 at 4% or $85,732 at 6%.
201619$1,125,370$80,399$8,933iApproximate average salary by contribution assumption: employee only about $223,331 at 4% or $148,887 at 6%; with 50% employer match about $148,887 at 4% or $99,258 at 6%; with 100% employer match about $111,665 at 4% or $74,444 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-9$1,125,370$80,399$8,933iApproximate average salary by contribution assumption: employee only about $223,331 at 4% or $148,887 at 6%; with 50% employer match about $148,887 at 4% or $99,258 at 6%; with 100% employer match about $111,665 at 4% or $74,444 at 6%.
201519$967,990$66,456$7,384iApproximate average salary by contribution assumption: employee only about $184,600 at 4% or $123,067 at 6%; with 50% employer match about $123,067 at 4% or $82,044 at 6%; with 100% employer match about $92,300 at 4% or $61,533 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-9$967,990$66,456$7,384iApproximate average salary by contribution assumption: employee only about $184,600 at 4% or $123,067 at 6%; with 50% employer match about $123,067 at 4% or $82,044 at 6%; with 100% employer match about $92,300 at 4% or $61,533 at 6%.
201418$977,662$47,837$5,980iApproximate average salary by contribution assumption: employee only about $149,491 at 4% or $99,660 at 6%; with 50% employer match about $99,660 at 4% or $66,440 at 6%; with 100% employer match about $74,745 at 4% or $49,830 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-8$977,662$47,837$5,980iApproximate average salary by contribution assumption: employee only about $149,491 at 4% or $99,660 at 6%; with 50% employer match about $99,660 at 4% or $66,440 at 6%; with 100% employer match about $74,745 at 4% or $49,830 at 6%.
201318$877,770$51,090$6,386iApproximate average salary by contribution assumption: employee only about $159,656 at 4% or $106,438 at 6%; with 50% employer match about $106,438 at 4% or $70,958 at 6%; with 100% employer match about $79,828 at 4% or $53,219 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-8$877,770$51,090$6,386iApproximate average salary by contribution assumption: employee only about $159,656 at 4% or $106,438 at 6%; with 50% employer match about $106,438 at 4% or $70,958 at 6%; with 100% employer match about $79,828 at 4% or $53,219 at 6%.
201219$680,501$53,814$5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,656 at 6%; with 50% employer match about $99,656 at 4% or $66,437 at 6%; with 100% employer match about $74,742 at 4% or $49,828 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-9$680,501$53,814$5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,656 at 6%; with 50% employer match about $99,656 at 4% or $66,437 at 6%; with 100% employer match about $74,742 at 4% or $49,828 at 6%.
201118$549,949$62,077$7,760iApproximate average salary by contribution assumption: employee only about $193,991 at 4% or $129,327 at 6%; with 50% employer match about $129,327 at 4% or $86,218 at 6%; with 100% employer match about $96,995 at 4% or $64,664 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-8$549,949$62,077$7,760iApproximate average salary by contribution assumption: employee only about $193,991 at 4% or $129,327 at 6%; with 50% employer match about $129,327 at 4% or $86,218 at 6%; with 100% employer match about $96,995 at 4% or $64,664 at 6%.
201018$506,298$61,341$7,668iApproximate average salary by contribution assumption: employee only about $191,691 at 4% or $127,794 at 6%; with 50% employer match about $127,794 at 4% or $85,196 at 6%; with 100% employer match about $95,845 at 4% or $63,897 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-8$506,298$61,341$7,668iApproximate average salary by contribution assumption: employee only about $191,691 at 4% or $127,794 at 6%; with 50% employer match about $127,794 at 4% or $85,196 at 6%; with 100% employer match about $95,845 at 4% or $63,897 at 6%.
2009110$386,054$65,159$6,516iApproximate average salary by contribution assumption: employee only about $162,898 at 4% or $108,598 at 6%; with 50% employer match about $108,598 at 4% or $72,399 at 6%; with 100% employer match about $81,449 at 4% or $54,299 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-10$386,054$65,159$6,516iApproximate average salary by contribution assumption: employee only about $162,898 at 4% or $108,598 at 6%; with 50% employer match about $108,598 at 4% or $72,399 at 6%; with 100% employer match about $81,449 at 4% or $54,299 at 6%.
200816$237,416$69,602$11,600iApproximate average salary by contribution assumption: employee only about $290,008 at 4% or $193,339 at 6%; with 50% employer match about $193,339 at 4% or $128,893 at 6%; with 100% employer match about $145,004 at 4% or $96,669 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-6$237,416$69,602$11,600iApproximate average salary by contribution assumption: employee only about $290,008 at 4% or $193,339 at 6%; with 50% employer match about $193,339 at 4% or $128,893 at 6%; with 100% employer match about $145,004 at 4% or $96,669 at 6%.
200718$285,388$64,264$8,033iApproximate average salary by contribution assumption: employee only about $200,825 at 4% or $133,883 at 6%; with 50% employer match about $133,883 at 4% or $89,256 at 6%; with 100% employer match about $100,413 at 4% or $66,942 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-8$285,388$64,264$8,033iApproximate average salary by contribution assumption: employee only about $200,825 at 4% or $133,883 at 6%; with 50% employer match about $133,883 at 4% or $89,256 at 6%; with 100% employer match about $100,413 at 4% or $66,942 at 6%.
200617$195,393$51,142$7,306iApproximate average salary by contribution assumption: employee only about $182,650 at 4% or $121,767 at 6%; with 50% employer match about $121,767 at 4% or $81,178 at 6%; with 100% employer match about $91,325 at 4% or $60,883 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-7$195,393$51,142$7,306iApproximate average salary by contribution assumption: employee only about $182,650 at 4% or $121,767 at 6%; with 50% employer match about $121,767 at 4% or $81,178 at 6%; with 100% employer match about $91,325 at 4% or $60,883 at 6%.
200517$129,929$41,161$5,880iApproximate average salary by contribution assumption: employee only about $147,004 at 4% or $98,002 at 6%; with 50% employer match about $98,002 at 4% or $65,335 at 6%; with 100% employer match about $73,502 at 4% or $49,001 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-7$129,929$41,161$5,880iApproximate average salary by contribution assumption: employee only about $147,004 at 4% or $98,002 at 6%; with 50% employer match about $98,002 at 4% or $65,335 at 6%; with 100% employer match about $73,502 at 4% or $49,001 at 6%.
200215$9,887$9,993$1,999iApproximate average salary by contribution assumption: employee only about $49,965 at 4% or $33,310 at 6%; with 50% employer match about $33,310 at 4% or $22,207 at 6%; with 100% employer match about $24,983 at 4% or $16,655 at 6%.
Advanced Tax Solutions CPA PC 401 K Profit Sharing Plan Trust-5$9,887$9,993$1,999iApproximate average salary by contribution assumption: employee only about $49,965 at 4% or $33,310 at 6%; with 50% employer match about $33,310 at 4% or $22,207 at 6%; with 100% employer match about $24,983 at 4% or $16,655 at 6%.
Advanced Tax Solutions CPA PC | EIN 84-1254817 | 2024 Form 5500 Company Profile