Civic Intelligence

Anne Cornelius CPA PC.

Plan context: Anne Cornelius, CPA PC. 401(K) Plan

EIN 86-0809775 • Scottsdale, AZ • 19 filings • 2 plans

4300 N. Miller RdSuite 213Scottsdale, AZ 85251
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,373,971

2025 Contributions

$57,586

Historical Graphs

Total Assets Over Time

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

$1,373,971$686,986$0200720162025YearValue
$1,373,971Latest year 2025

Participants Over Time

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

740200720162025YearValue
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$1,373,971$57,586$8,227iApproximate average salary by contribution assumption: employee only about $205,664 at 4% or $137,110 at 6%; with 50% employer match about $137,110 at 4% or $91,406 at 6%; with 100% employer match about $102,832 at 4% or $68,555 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-7$1,373,971$57,586$8,227iApproximate average salary by contribution assumption: employee only about $205,664 at 4% or $137,110 at 6%; with 50% employer match about $137,110 at 4% or $91,406 at 6%; with 100% employer match about $102,832 at 4% or $68,555 at 6%.
202417$1,196,426$59,037$8,434iApproximate average salary by contribution assumption: employee only about $210,846 at 4% or $140,564 at 6%; with 50% employer match about $140,564 at 4% or $93,710 at 6%; with 100% employer match about $105,423 at 4% or $70,282 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-7$1,196,426$59,037$8,434iApproximate average salary by contribution assumption: employee only about $210,846 at 4% or $140,564 at 6%; with 50% employer match about $140,564 at 4% or $93,710 at 6%; with 100% employer match about $105,423 at 4% or $70,282 at 6%.
202317$1,069,144$75,188$10,741iApproximate average salary by contribution assumption: employee only about $268,529 at 4% or $179,019 at 6%; with 50% employer match about $179,019 at 4% or $119,346 at 6%; with 100% employer match about $134,264 at 4% or $89,510 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-7$1,069,144$75,188$10,741iApproximate average salary by contribution assumption: employee only about $268,529 at 4% or $179,019 at 6%; with 50% employer match about $179,019 at 4% or $119,346 at 6%; with 100% employer match about $134,264 at 4% or $89,510 at 6%.
202216$919,547$75,264$12,544iApproximate average salary by contribution assumption: employee only about $313,600 at 4% or $209,067 at 6%; with 50% employer match about $209,067 at 4% or $139,378 at 6%; with 100% employer match about $156,800 at 4% or $104,533 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-6$919,547$75,264$12,544iApproximate average salary by contribution assumption: employee only about $313,600 at 4% or $209,067 at 6%; with 50% employer match about $209,067 at 4% or $139,378 at 6%; with 100% employer match about $156,800 at 4% or $104,533 at 6%.
202115$919,644$73,530$14,706iApproximate average salary by contribution assumption: employee only about $367,650 at 4% or $245,100 at 6%; with 50% employer match about $245,100 at 4% or $163,400 at 6%; with 100% employer match about $183,825 at 4% or $122,550 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-5$919,644$73,530$14,706iApproximate average salary by contribution assumption: employee only about $367,650 at 4% or $245,100 at 6%; with 50% employer match about $245,100 at 4% or $163,400 at 6%; with 100% employer match about $183,825 at 4% or $122,550 at 6%.
202015$779,123$68,932$13,786iApproximate average salary by contribution assumption: employee only about $344,660 at 4% or $229,773 at 6%; with 50% employer match about $229,773 at 4% or $153,182 at 6%; with 100% employer match about $172,330 at 4% or $114,887 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-5$779,123$68,932$13,786iApproximate average salary by contribution assumption: employee only about $344,660 at 4% or $229,773 at 6%; with 50% employer match about $229,773 at 4% or $153,182 at 6%; with 100% employer match about $172,330 at 4% or $114,887 at 6%.
201913$666,618$63,820$21,273iApproximate average salary by contribution assumption: employee only about $531,833 at 4% or $354,556 at 6%; with 50% employer match about $354,556 at 4% or $236,370 at 6%; with 100% employer match about $265,917 at 4% or $177,278 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-3$666,618$63,820$21,273iApproximate average salary by contribution assumption: employee only about $531,833 at 4% or $354,556 at 6%; with 50% employer match about $354,556 at 4% or $236,370 at 6%; with 100% employer match about $265,917 at 4% or $177,278 at 6%.
201813$549,246$61,695$20,565iApproximate average salary by contribution assumption: employee only about $514,125 at 4% or $342,750 at 6%; with 50% employer match about $342,750 at 4% or $228,500 at 6%; with 100% employer match about $257,063 at 4% or $171,375 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-3$549,246$61,695$20,565iApproximate average salary by contribution assumption: employee only about $514,125 at 4% or $342,750 at 6%; with 50% employer match about $342,750 at 4% or $228,500 at 6%; with 100% employer match about $257,063 at 4% or $171,375 at 6%.
201713$493,016$58,053$19,351iApproximate average salary by contribution assumption: employee only about $483,775 at 4% or $322,517 at 6%; with 50% employer match about $322,517 at 4% or $215,011 at 6%; with 100% employer match about $241,888 at 4% or $161,258 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-3$493,016$58,053$19,351iApproximate average salary by contribution assumption: employee only about $483,775 at 4% or $322,517 at 6%; with 50% employer match about $322,517 at 4% or $215,011 at 6%; with 100% employer match about $241,888 at 4% or $161,258 at 6%.
201613$404,145$58,073$19,358iApproximate average salary by contribution assumption: employee only about $483,942 at 4% or $322,628 at 6%; with 50% employer match about $322,628 at 4% or $215,085 at 6%; with 100% employer match about $241,971 at 4% or $161,314 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-3$404,145$58,073$19,358iApproximate average salary by contribution assumption: employee only about $483,942 at 4% or $322,628 at 6%; with 50% employer match about $322,628 at 4% or $215,085 at 6%; with 100% employer match about $241,971 at 4% or $161,314 at 6%.
201513$331,898$58,308$19,436iApproximate average salary by contribution assumption: employee only about $485,900 at 4% or $323,933 at 6%; with 50% employer match about $323,933 at 4% or $215,956 at 6%; with 100% employer match about $242,950 at 4% or $161,967 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-3$331,898$58,308$19,436iApproximate average salary by contribution assumption: employee only about $485,900 at 4% or $323,933 at 6%; with 50% employer match about $323,933 at 4% or $215,956 at 6%; with 100% employer match about $242,950 at 4% or $161,967 at 6%.
201412$275,801$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-2$275,801$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201312$224,584$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-2$224,584$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201211$156,555$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-1$156,555$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201111$118,610$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-1$118,610$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201011$99,985$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-1$99,985$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200911$68,353$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-1$68,353$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200815$26,689$20,500$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-5$26,689$20,500$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
200715$21,218$20,500$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
Anne Cornelius, CPA PC. 401(K) Plan-5$21,218$20,500$4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.