Civic Intelligence

David Oase CPA PC

Plan context: David Oase CPA PC 401(K) P/S Plan

EIN 86-0645419 • Tucson, AZ • 16 filings • 2 plans

7802 E Escalante RdTucson, AZ 85730
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$391,785

2024 Contributions

$52,763

Historical Graphs

Total Assets Over Time

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

$391,785$195,893$0200920172024YearValue
$391,785Latest year 2024

Participants Over Time

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

1160200920172024YearValue
10Latest 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
2024110$391,785$52,763$5,276iApproximate average salary by contribution assumption: employee only about $131,908 at 4% or $87,938 at 6%; with 50% employer match about $87,938 at 4% or $58,626 at 6%; with 100% employer match about $65,954 at 4% or $43,969 at 6%.
David Oase CPA PC 401(K) P/S Plan-10$391,785$52,763$5,276iApproximate average salary by contribution assumption: employee only about $131,908 at 4% or $87,938 at 6%; with 50% employer match about $87,938 at 4% or $58,626 at 6%; with 100% employer match about $65,954 at 4% or $43,969 at 6%.
2023111$330,223$59,610$5,419iApproximate average salary by contribution assumption: employee only about $135,477 at 4% or $90,318 at 6%; with 50% employer match about $90,318 at 4% or $60,212 at 6%; with 100% employer match about $67,739 at 4% or $45,159 at 6%.
David Oase CPA PC 401(K) P/S Plan-11$330,223$59,610$5,419iApproximate average salary by contribution assumption: employee only about $135,477 at 4% or $90,318 at 6%; with 50% employer match about $90,318 at 4% or $60,212 at 6%; with 100% employer match about $67,739 at 4% or $45,159 at 6%.
2022110$232,951$51,253$5,125iApproximate average salary by contribution assumption: employee only about $128,133 at 4% or $85,422 at 6%; with 50% employer match about $85,422 at 4% or $56,948 at 6%; with 100% employer match about $64,066 at 4% or $42,711 at 6%.
David Oase CPA PC 401(K) P/S Plan-10$232,951$51,253$5,125iApproximate average salary by contribution assumption: employee only about $128,133 at 4% or $85,422 at 6%; with 50% employer match about $85,422 at 4% or $56,948 at 6%; with 100% employer match about $64,066 at 4% or $42,711 at 6%.
202118$223,364$38,698$4,837iApproximate average salary by contribution assumption: employee only about $120,931 at 4% or $80,621 at 6%; with 50% employer match about $80,621 at 4% or $53,747 at 6%; with 100% employer match about $60,466 at 4% or $40,310 at 6%.
David Oase CPA PC 401(K) P/S Plan-8$223,364$38,698$4,837iApproximate average salary by contribution assumption: employee only about $120,931 at 4% or $80,621 at 6%; with 50% employer match about $80,621 at 4% or $53,747 at 6%; with 100% employer match about $60,466 at 4% or $40,310 at 6%.
202016$203,735$35,137$5,856iApproximate average salary by contribution assumption: employee only about $146,404 at 4% or $97,603 at 6%; with 50% employer match about $97,603 at 4% or $65,069 at 6%; with 100% employer match about $73,202 at 4% or $48,801 at 6%.
David Oase CPA PC 401(K) P/S Plan-6$203,735$35,137$5,856iApproximate average salary by contribution assumption: employee only about $146,404 at 4% or $97,603 at 6%; with 50% employer match about $97,603 at 4% or $65,069 at 6%; with 100% employer match about $73,202 at 4% or $48,801 at 6%.
201916$143,032$26,319$4,387iApproximate average salary by contribution assumption: employee only about $109,663 at 4% or $73,108 at 6%; with 50% employer match about $73,108 at 4% or $48,739 at 6%; with 100% employer match about $54,831 at 4% or $36,554 at 6%.
David Oase CPA PC 401(K) P/S Plan-6$143,032$26,319$4,387iApproximate average salary by contribution assumption: employee only about $109,663 at 4% or $73,108 at 6%; with 50% employer match about $73,108 at 4% or $48,739 at 6%; with 100% employer match about $54,831 at 4% or $36,554 at 6%.
201815$214,208$30,028$6,006iApproximate average salary by contribution assumption: employee only about $150,140 at 4% or $100,093 at 6%; with 50% employer match about $100,093 at 4% or $66,729 at 6%; with 100% employer match about $75,070 at 4% or $50,047 at 6%.
David Oase CPA PC 401(K) P/S Plan-5$214,208$30,028$6,006iApproximate average salary by contribution assumption: employee only about $150,140 at 4% or $100,093 at 6%; with 50% employer match about $100,093 at 4% or $66,729 at 6%; with 100% employer match about $75,070 at 4% or $50,047 at 6%.
201714$197,452$21,093$5,273iApproximate average salary by contribution assumption: employee only about $131,831 at 4% or $87,888 at 6%; with 50% employer match about $87,888 at 4% or $58,592 at 6%; with 100% employer match about $65,916 at 4% or $43,944 at 6%.
David Oase CPA PC 401(K) P/S Plan-4$197,452$21,093$5,273iApproximate average salary by contribution assumption: employee only about $131,831 at 4% or $87,888 at 6%; with 50% employer match about $87,888 at 4% or $58,592 at 6%; with 100% employer match about $65,916 at 4% or $43,944 at 6%.
201614$158,420$22,884$5,721iApproximate average salary by contribution assumption: employee only about $143,025 at 4% or $95,350 at 6%; with 50% employer match about $95,350 at 4% or $63,567 at 6%; with 100% employer match about $71,513 at 4% or $47,675 at 6%.
David Oase CPA PC 401(K) P/S Plan-4$158,420$22,884$5,721iApproximate average salary by contribution assumption: employee only about $143,025 at 4% or $95,350 at 6%; with 50% employer match about $95,350 at 4% or $63,567 at 6%; with 100% employer match about $71,513 at 4% or $47,675 at 6%.
201515$172,815$22,078$4,416iApproximate average salary by contribution assumption: employee only about $110,390 at 4% or $73,593 at 6%; with 50% employer match about $73,593 at 4% or $49,062 at 6%; with 100% employer match about $55,195 at 4% or $36,797 at 6%.
David Oase CPA PC 401(K) P/S Plan-5$172,815$22,078$4,416iApproximate average salary by contribution assumption: employee only about $110,390 at 4% or $73,593 at 6%; with 50% employer match about $73,593 at 4% or $49,062 at 6%; with 100% employer match about $55,195 at 4% or $36,797 at 6%.
201414$154,036$22,448$5,612iApproximate average salary by contribution assumption: employee only about $140,300 at 4% or $93,533 at 6%; with 50% employer match about $93,533 at 4% or $62,356 at 6%; with 100% employer match about $70,150 at 4% or $46,767 at 6%.
David Oase CPA PC 401(K) P/S Plan-4$154,036$22,448$5,612iApproximate average salary by contribution assumption: employee only about $140,300 at 4% or $93,533 at 6%; with 50% employer match about $93,533 at 4% or $62,356 at 6%; with 100% employer match about $70,150 at 4% or $46,767 at 6%.
201314$124,941$25,104$6,276iApproximate average salary by contribution assumption: employee only about $156,900 at 4% or $104,600 at 6%; with 50% employer match about $104,600 at 4% or $69,733 at 6%; with 100% employer match about $78,450 at 4% or $52,300 at 6%.
David Oase CPA PC 401(K) P/S Plan-4$124,941$25,104$6,276iApproximate average salary by contribution assumption: employee only about $156,900 at 4% or $104,600 at 6%; with 50% employer match about $104,600 at 4% or $69,733 at 6%; with 100% employer match about $78,450 at 4% or $52,300 at 6%.
201214$94,463$25,615$6,404iApproximate average salary by contribution assumption: employee only about $160,094 at 4% or $106,729 at 6%; with 50% employer match about $106,729 at 4% or $71,153 at 6%; with 100% employer match about $80,047 at 4% or $53,365 at 6%.
David Oase CPA PC 401(K) P/S Plan-4$94,463$25,615$6,404iApproximate average salary by contribution assumption: employee only about $160,094 at 4% or $106,729 at 6%; with 50% employer match about $106,729 at 4% or $71,153 at 6%; with 100% employer match about $80,047 at 4% or $53,365 at 6%.
201114$67,486$23,694$5,924iApproximate average salary by contribution assumption: employee only about $148,088 at 4% or $98,725 at 6%; with 50% employer match about $98,725 at 4% or $65,817 at 6%; with 100% employer match about $74,044 at 4% or $49,363 at 6%.
David Oase CPA PC 401(K) P/S Plan-4$67,486$23,694$5,924iApproximate average salary by contribution assumption: employee only about $148,088 at 4% or $98,725 at 6%; with 50% employer match about $98,725 at 4% or $65,817 at 6%; with 100% employer match about $74,044 at 4% or $49,363 at 6%.
201014$43,992$20,034$5,009iApproximate average salary by contribution assumption: employee only about $125,213 at 4% or $83,475 at 6%; with 50% employer match about $83,475 at 4% or $55,650 at 6%; with 100% employer match about $62,606 at 4% or $41,738 at 6%.
David Oase CPA PC 401(K) P/S Plan-4$43,992$20,034$5,009iApproximate average salary by contribution assumption: employee only about $125,213 at 4% or $83,475 at 6%; with 50% employer match about $83,475 at 4% or $55,650 at 6%; with 100% employer match about $62,606 at 4% or $41,738 at 6%.
200914$23,212$20,686$5,172iApproximate average salary by contribution assumption: employee only about $129,288 at 4% or $86,192 at 6%; with 50% employer match about $86,192 at 4% or $57,461 at 6%; with 100% employer match about $64,644 at 4% or $43,096 at 6%.
David Oase CPA PC 401(K) P/S Plan-4$23,212$20,686$5,172iApproximate average salary by contribution assumption: employee only about $129,288 at 4% or $86,192 at 6%; with 50% employer match about $86,192 at 4% or $57,461 at 6%; with 100% employer match about $64,644 at 4% or $43,096 at 6%.