Civic Intelligence

SUNNY AFTERNOON CPAS, LLC

Plan context: SUNNY AFTERNOON CPA'S, LLC 401(K) PLAN

EIN 84-3466229 • Middleton, WI • 6 filings • 1 plans

1818 Parmenter St., Suite 230Middleton, WI 53562
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$789,319

2025 Contributions

$116,985

Historical Graphs

Total Assets Over Time

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

$789,319$394,660$0202020232025YearValue
$789,319Latest year 2025

Participants Over Time

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

740202020232025YearValue
7Latest year 2025

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
202517$789,319$116,985$16,712iApproximate average salary by contribution assumption: employee only about $417,804 at 4% or $278,536 at 6%; with 50% employer match about $278,536 at 4% or $185,690 at 6%; with 100% employer match about $208,902 at 4% or $139,268 at 6%.
SUNNY AFTERNOON CPA'S, LLC 401(K) PLAN-7$789,319$116,985$16,712iApproximate average salary by contribution assumption: employee only about $417,804 at 4% or $278,536 at 6%; with 50% employer match about $278,536 at 4% or $185,690 at 6%; with 100% employer match about $208,902 at 4% or $139,268 at 6%.
202416$564,927$107,795$17,966iApproximate average salary by contribution assumption: employee only about $449,146 at 4% or $299,431 at 6%; with 50% employer match about $299,431 at 4% or $199,620 at 6%; with 100% employer match about $224,573 at 4% or $149,715 at 6%.
SUNNY AFTERNOON CPA'S, LLC 401(K) PLAN-6$564,927$107,795$17,966iApproximate average salary by contribution assumption: employee only about $449,146 at 4% or $299,431 at 6%; with 50% employer match about $299,431 at 4% or $199,620 at 6%; with 100% employer match about $224,573 at 4% or $149,715 at 6%.
202316$411,605$119,149$19,858iApproximate average salary by contribution assumption: employee only about $496,454 at 4% or $330,969 at 6%; with 50% employer match about $330,969 at 4% or $220,646 at 6%; with 100% employer match about $248,227 at 4% or $165,485 at 6%.
SUNNY AFTERNOON CPA'S, LLC 401(K) PLAN-6$411,605$119,149$19,858iApproximate average salary by contribution assumption: employee only about $496,454 at 4% or $330,969 at 6%; with 50% employer match about $330,969 at 4% or $220,646 at 6%; with 100% employer match about $248,227 at 4% or $165,485 at 6%.
202215$251,318$79,241$15,848iApproximate average salary by contribution assumption: employee only about $396,205 at 4% or $264,137 at 6%; with 50% employer match about $264,137 at 4% or $176,091 at 6%; with 100% employer match about $198,103 at 4% or $132,068 at 6%.
SUNNY AFTERNOON CPA'S, LLC 401(K) PLAN-5$251,318$79,241$15,848iApproximate average salary by contribution assumption: employee only about $396,205 at 4% or $264,137 at 6%; with 50% employer match about $264,137 at 4% or $176,091 at 6%; with 100% employer match about $198,103 at 4% or $132,068 at 6%.
202114$220,561$57,413$14,353iApproximate average salary by contribution assumption: employee only about $358,831 at 4% or $239,221 at 6%; with 50% employer match about $239,221 at 4% or $159,481 at 6%; with 100% employer match about $179,416 at 4% or $119,610 at 6%.
SUNNY AFTERNOON CPA'S, LLC 401(K) PLAN-4$220,561$57,413$14,353iApproximate average salary by contribution assumption: employee only about $358,831 at 4% or $239,221 at 6%; with 50% employer match about $239,221 at 4% or $159,481 at 6%; with 100% employer match about $179,416 at 4% or $119,610 at 6%.
202014$143,089$119,470$29,868iApproximate average salary by contribution assumption: employee only about $746,688 at 4% or $497,792 at 6%; with 50% employer match about $497,792 at 4% or $331,861 at 6%; with 100% employer match about $373,344 at 4% or $248,896 at 6%.
SUNNY AFTERNOON CPA'S, LLC 401(K) PLAN-4$143,089$119,470$29,868iApproximate average salary by contribution assumption: employee only about $746,688 at 4% or $497,792 at 6%; with 50% employer match about $497,792 at 4% or $331,861 at 6%; with 100% employer match about $373,344 at 4% or $248,896 at 6%.