Civic Intelligence

John Allis III CPA PC.

Plan context: John Allis, III, CPA PC. 401(K) Plan

EIN 86-0442176 • Phoenix, AZ • 33 filings • 6 plans

1300 E. Missouri Avenue, Suite 110Phoenix, AZ 85014
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,733,846

2024 Contributions

$106,534

Historical Graphs

Total Assets Over Time

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

$4,733,846$2,366,923$0200020142024YearValue
$4,733,846Latest year 2024

Participants Over Time

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

530200020122024YearValue
4Latest 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
202414$4,733,846$106,534$26,634iApproximate average salary by contribution assumption: employee only about $665,838 at 4% or $443,892 at 6%; with 50% employer match about $443,892 at 4% or $295,928 at 6%; with 100% employer match about $332,919 at 4% or $221,946 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$4,733,846$106,534$26,634iApproximate average salary by contribution assumption: employee only about $665,838 at 4% or $443,892 at 6%; with 50% employer match about $443,892 at 4% or $295,928 at 6%; with 100% employer match about $332,919 at 4% or $221,946 at 6%.
202314$4,249,732$73,665$18,416iApproximate average salary by contribution assumption: employee only about $460,406 at 4% or $306,938 at 6%; with 50% employer match about $306,938 at 4% or $204,625 at 6%; with 100% employer match about $230,203 at 4% or $153,469 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$4,249,732$73,665$18,416iApproximate average salary by contribution assumption: employee only about $460,406 at 4% or $306,938 at 6%; with 50% employer match about $306,938 at 4% or $204,625 at 6%; with 100% employer match about $230,203 at 4% or $153,469 at 6%.
202214$3,831,087$89,396$22,349iApproximate average salary by contribution assumption: employee only about $558,725 at 4% or $372,483 at 6%; with 50% employer match about $372,483 at 4% or $248,322 at 6%; with 100% employer match about $279,363 at 4% or $186,242 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$3,831,087$89,396$22,349iApproximate average salary by contribution assumption: employee only about $558,725 at 4% or $372,483 at 6%; with 50% employer match about $372,483 at 4% or $248,322 at 6%; with 100% employer match about $279,363 at 4% or $186,242 at 6%.
202114$4,139,489$67,644$16,911iApproximate average salary by contribution assumption: employee only about $422,775 at 4% or $281,850 at 6%; with 50% employer match about $281,850 at 4% or $187,900 at 6%; with 100% employer match about $211,388 at 4% or $140,925 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$4,139,489$67,644$16,911iApproximate average salary by contribution assumption: employee only about $422,775 at 4% or $281,850 at 6%; with 50% employer match about $281,850 at 4% or $187,900 at 6%; with 100% employer match about $211,388 at 4% or $140,925 at 6%.
202014$3,833,678$70,732$17,683iApproximate average salary by contribution assumption: employee only about $442,075 at 4% or $294,717 at 6%; with 50% employer match about $294,717 at 4% or $196,478 at 6%; with 100% employer match about $221,038 at 4% or $147,358 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$3,833,678$70,732$17,683iApproximate average salary by contribution assumption: employee only about $442,075 at 4% or $294,717 at 6%; with 50% employer match about $294,717 at 4% or $196,478 at 6%; with 100% employer match about $221,038 at 4% or $147,358 at 6%.
201914$3,572,365$70,191$17,548iApproximate average salary by contribution assumption: employee only about $438,694 at 4% or $292,463 at 6%; with 50% employer match about $292,463 at 4% or $194,975 at 6%; with 100% employer match about $219,347 at 4% or $146,231 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$3,572,365$70,191$17,548iApproximate average salary by contribution assumption: employee only about $438,694 at 4% or $292,463 at 6%; with 50% employer match about $292,463 at 4% or $194,975 at 6%; with 100% employer match about $219,347 at 4% or $146,231 at 6%.
201814$3,159,397$67,965$16,991iApproximate average salary by contribution assumption: employee only about $424,781 at 4% or $283,188 at 6%; with 50% employer match about $283,188 at 4% or $188,792 at 6%; with 100% employer match about $212,391 at 4% or $141,594 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$3,159,397$67,965$16,991iApproximate average salary by contribution assumption: employee only about $424,781 at 4% or $283,188 at 6%; with 50% employer match about $283,188 at 4% or $188,792 at 6%; with 100% employer match about $212,391 at 4% or $141,594 at 6%.
201714$3,161,369$107,020$26,755iApproximate average salary by contribution assumption: employee only about $668,875 at 4% or $445,917 at 6%; with 50% employer match about $445,917 at 4% or $297,278 at 6%; with 100% employer match about $334,438 at 4% or $222,958 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$3,161,369$107,020$26,755iApproximate average salary by contribution assumption: employee only about $668,875 at 4% or $445,917 at 6%; with 50% employer match about $445,917 at 4% or $297,278 at 6%; with 100% employer match about $334,438 at 4% or $222,958 at 6%.
201614$2,792,695$146,509$36,627iApproximate average salary by contribution assumption: employee only about $915,681 at 4% or $610,454 at 6%; with 50% employer match about $610,454 at 4% or $406,969 at 6%; with 100% employer match about $457,841 at 4% or $305,227 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$2,792,695$146,509$36,627iApproximate average salary by contribution assumption: employee only about $915,681 at 4% or $610,454 at 6%; with 50% employer match about $610,454 at 4% or $406,969 at 6%; with 100% employer match about $457,841 at 4% or $305,227 at 6%.
201514$2,498,502$144,812$36,203iApproximate average salary by contribution assumption: employee only about $905,075 at 4% or $603,383 at 6%; with 50% employer match about $603,383 at 4% or $402,256 at 6%; with 100% employer match about $452,538 at 4% or $301,692 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$2,498,502$144,812$36,203iApproximate average salary by contribution assumption: employee only about $905,075 at 4% or $603,383 at 6%; with 50% employer match about $603,383 at 4% or $402,256 at 6%; with 100% employer match about $452,538 at 4% or $301,692 at 6%.
201414$2,378,053$140,031$35,008iApproximate average salary by contribution assumption: employee only about $875,194 at 4% or $583,463 at 6%; with 50% employer match about $583,463 at 4% or $388,975 at 6%; with 100% employer match about $437,597 at 4% or $291,731 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$2,378,053$140,031$35,008iApproximate average salary by contribution assumption: employee only about $875,194 at 4% or $583,463 at 6%; with 50% employer match about $583,463 at 4% or $388,975 at 6%; with 100% employer match about $437,597 at 4% or $291,731 at 6%.
201314$2,136,818$134,833$33,708iApproximate average salary by contribution assumption: employee only about $842,706 at 4% or $561,804 at 6%; with 50% employer match about $561,804 at 4% or $374,536 at 6%; with 100% employer match about $421,353 at 4% or $280,902 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$2,136,818$134,833$33,708iApproximate average salary by contribution assumption: employee only about $842,706 at 4% or $561,804 at 6%; with 50% employer match about $561,804 at 4% or $374,536 at 6%; with 100% employer match about $421,353 at 4% or $280,902 at 6%.
201214$1,862,081$129,864$32,466iApproximate average salary by contribution assumption: employee only about $811,650 at 4% or $541,100 at 6%; with 50% employer match about $541,100 at 4% or $360,733 at 6%; with 100% employer match about $405,825 at 4% or $270,550 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$1,862,081$129,864$32,466iApproximate average salary by contribution assumption: employee only about $811,650 at 4% or $541,100 at 6%; with 50% employer match about $541,100 at 4% or $360,733 at 6%; with 100% employer match about $405,825 at 4% or $270,550 at 6%.
201114$1,656,695$126,627$31,657iApproximate average salary by contribution assumption: employee only about $791,419 at 4% or $527,613 at 6%; with 50% employer match about $527,613 at 4% or $351,742 at 6%; with 100% employer match about $395,709 at 4% or $263,806 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$1,656,695$126,627$31,657iApproximate average salary by contribution assumption: employee only about $791,419 at 4% or $527,613 at 6%; with 50% employer match about $527,613 at 4% or $351,742 at 6%; with 100% employer match about $395,709 at 4% or $263,806 at 6%.
201014$1,485,610$322,278$80,570iApproximate average salary by contribution assumption: employee only about $2,014,238 at 4% or $1,342,825 at 6%; with 50% employer match about $1,342,825 at 4% or $895,217 at 6%; with 100% employer match about $1,007,119 at 4% or $671,413 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$1,485,610$322,278$80,570iApproximate average salary by contribution assumption: employee only about $2,014,238 at 4% or $1,342,825 at 6%; with 50% employer match about $1,342,825 at 4% or $895,217 at 6%; with 100% employer match about $1,007,119 at 4% or $671,413 at 6%.
200914$1,109,700$1,000,527$250,132iApproximate average salary by contribution assumption: employee only about $6,253,294 at 4% or $4,168,863 at 6%; with 50% employer match about $4,168,863 at 4% or $2,779,242 at 6%; with 100% employer match about $3,126,647 at 4% or $2,084,431 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$1,109,700$1,000,527$250,132iApproximate average salary by contribution assumption: employee only about $6,253,294 at 4% or $4,168,863 at 6%; with 50% employer match about $4,168,863 at 4% or $2,779,242 at 6%; with 100% employer match about $3,126,647 at 4% or $2,084,431 at 6%.
200825$108,355$56,895$11,379iApproximate average salary by contribution assumption: employee only about $284,475 at 4% or $189,650 at 6%; with 50% employer match about $189,650 at 4% or $126,433 at 6%; with 100% employer match about $142,238 at 4% or $94,825 at 6%.
John Allis, III, CPA PC. 401(K) Plan-5$108,355$56,895$11,379iApproximate average salary by contribution assumption: employee only about $284,475 at 4% or $189,650 at 6%; with 50% employer match about $189,650 at 4% or $126,433 at 6%; with 100% employer match about $142,238 at 4% or $94,825 at 6%.
John Allis III, C.P.A. PC. Profit Sharing Plan-0---
200725$77,023$54,645$10,929iApproximate average salary by contribution assumption: employee only about $273,225 at 4% or $182,150 at 6%; with 50% employer match about $182,150 at 4% or $121,433 at 6%; with 100% employer match about $136,613 at 4% or $91,075 at 6%.
John Allis, III, CPA PC. 401(K) Plan-5$77,023$54,645$10,929iApproximate average salary by contribution assumption: employee only about $273,225 at 4% or $182,150 at 6%; with 50% employer match about $182,150 at 4% or $121,433 at 6%; with 100% employer match about $136,613 at 4% or $91,075 at 6%.
John Allis III, C.P.A. PC. Profit Sharing Plan-4---
200624$870,869$191,059$47,765iApproximate average salary by contribution assumption: employee only about $1,194,119 at 4% or $796,079 at 6%; with 50% employer match about $796,079 at 4% or $530,719 at 6%; with 100% employer match about $597,059 at 4% or $398,040 at 6%.
John Allis III, C.P.A. PC. Profit Sharing Plan-4$849,369$169,559$42,390iApproximate average salary by contribution assumption: employee only about $1,059,744 at 4% or $706,496 at 6%; with 50% employer match about $706,496 at 4% or $470,997 at 6%; with 100% employer match about $529,872 at 4% or $353,248 at 6%.
John Allis, III, CPA PC. 401(K) Plan-2$21,500$21,500$10,750iApproximate average salary by contribution assumption: employee only about $268,750 at 4% or $179,167 at 6%; with 50% employer match about $179,167 at 4% or $119,444 at 6%; with 100% employer match about $134,375 at 4% or $89,583 at 6%.
200515$693,610$172,157$34,431iApproximate average salary by contribution assumption: employee only about $860,785 at 4% or $573,857 at 6%; with 50% employer match about $573,857 at 4% or $382,571 at 6%; with 100% employer match about $430,393 at 4% or $286,928 at 6%.
John Allis III, C.P.A. PC. Profit Sharing Plan-5$693,610$172,157$34,431iApproximate average salary by contribution assumption: employee only about $860,785 at 4% or $573,857 at 6%; with 50% employer match about $573,857 at 4% or $382,571 at 6%; with 100% employer match about $430,393 at 4% or $286,928 at 6%.
200414$494,037$116,025$29,006iApproximate average salary by contribution assumption: employee only about $725,156 at 4% or $483,438 at 6%; with 50% employer match about $483,438 at 4% or $322,292 at 6%; with 100% employer match about $362,578 at 4% or $241,719 at 6%.
John Allis III, C.P.A. PC. Profit Sharing Plan-4$494,037$116,025$29,006iApproximate average salary by contribution assumption: employee only about $725,156 at 4% or $483,438 at 6%; with 50% employer match about $483,438 at 4% or $322,292 at 6%; with 100% employer match about $362,578 at 4% or $241,719 at 6%.
200314$0$0-
John Allis III, C.P.A. PC. Profit Sharing Plan-4---
200234$0$0-
John Allis III, C.P.A. PC. Profit Sharing Plan-4---
John Allis, III, CPA PC. 401(K) Plan-0---
John Allis III, C.P.A. PC. Profit Sharing Plan-0---
200134$0$0-
John Allis, III, CPA PC. 401(K) Plan-0---
John Allis III, C.P.A. PC. Profit Sharing Plan-0---
John Allis III, C.P.A. PC. Profit Sharing Plan-4---
200024$10,087$10,087$2,522iApproximate average salary by contribution assumption: employee only about $63,044 at 4% or $42,029 at 6%; with 50% employer match about $42,029 at 4% or $28,019 at 6%; with 100% employer match about $31,522 at 4% or $21,015 at 6%.
John Allis, III, CPA PC. 401(K) Plan-4$10,087$10,087$2,522iApproximate average salary by contribution assumption: employee only about $63,044 at 4% or $42,029 at 6%; with 50% employer match about $42,029 at 4% or $28,019 at 6%; with 100% employer match about $31,522 at 4% or $21,015 at 6%.
John Allis III, C.P.A. PC. Profit Sharing Plan-4---