Civic Intelligence

David L. Stocking, CPA Ltd.

Plan context: David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan

EIN 86-0829197 • Phoenix, AZ • 19 filings • 6 plans

5080 North 40th Street, Suite 275Phoenix, AZ 85018
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,076,141

2020 Contributions

$30,183

Historical Graphs

Total Assets Over Time

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

$1,212,323$606,162$0200220112020YearValue
$1,076,141Latest year 2020

Participants Over Time

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

420200120102020YearValue
2Latest year 2020

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
202012$1,076,141$30,183$15,092iApproximate average salary by contribution assumption: employee only about $377,288 at 4% or $251,525 at 6%; with 50% employer match about $251,525 at 4% or $167,683 at 6%; with 100% employer match about $188,644 at 4% or $125,763 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-2$1,076,141$30,183$15,092iApproximate average salary by contribution assumption: employee only about $377,288 at 4% or $251,525 at 6%; with 50% employer match about $251,525 at 4% or $167,683 at 6%; with 100% employer match about $188,644 at 4% or $125,763 at 6%.
201913$1,212,323$37,167$12,389iApproximate average salary by contribution assumption: employee only about $309,725 at 4% or $206,483 at 6%; with 50% employer match about $206,483 at 4% or $137,656 at 6%; with 100% employer match about $154,863 at 4% or $103,242 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-3$1,212,323$37,167$12,389iApproximate average salary by contribution assumption: employee only about $309,725 at 4% or $206,483 at 6%; with 50% employer match about $206,483 at 4% or $137,656 at 6%; with 100% employer match about $154,863 at 4% or $103,242 at 6%.
201813$1,097,009$39,086$13,029iApproximate average salary by contribution assumption: employee only about $325,717 at 4% or $217,144 at 6%; with 50% employer match about $217,144 at 4% or $144,763 at 6%; with 100% employer match about $162,858 at 4% or $108,572 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-3$1,097,009$39,086$13,029iApproximate average salary by contribution assumption: employee only about $325,717 at 4% or $217,144 at 6%; with 50% employer match about $217,144 at 4% or $144,763 at 6%; with 100% employer match about $162,858 at 4% or $108,572 at 6%.
201613$1,052,506$43,400$14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-3$1,052,506$43,400$14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%.
201513$1,005,157$42,657$14,219iApproximate average salary by contribution assumption: employee only about $355,475 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,989 at 6%; with 100% employer match about $177,738 at 4% or $118,492 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-3$1,005,157$42,657$14,219iApproximate average salary by contribution assumption: employee only about $355,475 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,989 at 6%; with 100% employer match about $177,738 at 4% or $118,492 at 6%.
201413$995,616$40,372$13,457iApproximate average salary by contribution assumption: employee only about $336,433 at 4% or $224,289 at 6%; with 50% employer match about $224,289 at 4% or $149,526 at 6%; with 100% employer match about $168,217 at 4% or $112,144 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-3$995,616$40,372$13,457iApproximate average salary by contribution assumption: employee only about $336,433 at 4% or $224,289 at 6%; with 50% employer match about $224,289 at 4% or $149,526 at 6%; with 100% employer match about $168,217 at 4% or $112,144 at 6%.
201312$945,306$39,198$19,599iApproximate average salary by contribution assumption: employee only about $489,975 at 4% or $326,650 at 6%; with 50% employer match about $326,650 at 4% or $217,767 at 6%; with 100% employer match about $244,988 at 4% or $163,325 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-2$945,306$39,198$19,599iApproximate average salary by contribution assumption: employee only about $489,975 at 4% or $326,650 at 6%; with 50% employer match about $326,650 at 4% or $217,767 at 6%; with 100% employer match about $244,988 at 4% or $163,325 at 6%.
201112$753,958$38,205$19,103iApproximate average salary by contribution assumption: employee only about $477,563 at 4% or $318,375 at 6%; with 50% employer match about $318,375 at 4% or $212,250 at 6%; with 100% employer match about $238,781 at 4% or $159,188 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-2$753,958$38,205$19,103iApproximate average salary by contribution assumption: employee only about $477,563 at 4% or $318,375 at 6%; with 50% employer match about $318,375 at 4% or $212,250 at 6%; with 100% employer match about $238,781 at 4% or $159,188 at 6%.
201012$758,871$39,185$19,593iApproximate average salary by contribution assumption: employee only about $489,813 at 4% or $326,542 at 6%; with 50% employer match about $326,542 at 4% or $217,694 at 6%; with 100% employer match about $244,906 at 4% or $163,271 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-2$758,871$39,185$19,593iApproximate average salary by contribution assumption: employee only about $489,813 at 4% or $326,542 at 6%; with 50% employer match about $326,542 at 4% or $217,694 at 6%; with 100% employer match about $244,906 at 4% or $163,271 at 6%.
200912$692,165$37,107$18,554iApproximate average salary by contribution assumption: employee only about $463,838 at 4% or $309,225 at 6%; with 50% employer match about $309,225 at 4% or $206,150 at 6%; with 100% employer match about $231,919 at 4% or $154,613 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-2$692,165$37,107$18,554iApproximate average salary by contribution assumption: employee only about $463,838 at 4% or $309,225 at 6%; with 50% employer match about $309,225 at 4% or $206,150 at 6%; with 100% employer match about $231,919 at 4% or $154,613 at 6%.
200810$0$0-
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-0---
200713$0$0-
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-3---
200614$698,071$38,116$9,529iApproximate average salary by contribution assumption: employee only about $238,225 at 4% or $158,817 at 6%; with 50% employer match about $158,817 at 4% or $105,878 at 6%; with 100% employer match about $119,113 at 4% or $79,408 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-4$698,071$38,116$9,529iApproximate average salary by contribution assumption: employee only about $238,225 at 4% or $158,817 at 6%; with 50% employer match about $158,817 at 4% or $105,878 at 6%; with 100% employer match about $119,113 at 4% or $79,408 at 6%.
200514$596,258$34,987$8,747iApproximate average salary by contribution assumption: employee only about $218,669 at 4% or $145,779 at 6%; with 50% employer match about $145,779 at 4% or $97,186 at 6%; with 100% employer match about $109,334 at 4% or $72,890 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-4$596,258$34,987$8,747iApproximate average salary by contribution assumption: employee only about $218,669 at 4% or $145,779 at 6%; with 50% employer match about $145,779 at 4% or $97,186 at 6%; with 100% employer match about $109,334 at 4% or $72,890 at 6%.
200414$164,757$32,781$8,195iApproximate average salary by contribution assumption: employee only about $204,881 at 4% or $136,588 at 6%; with 50% employer match about $136,588 at 4% or $91,058 at 6%; with 100% employer match about $102,441 at 4% or $68,294 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-4$164,757$32,781$8,195iApproximate average salary by contribution assumption: employee only about $204,881 at 4% or $136,588 at 6%; with 50% employer match about $136,588 at 4% or $91,058 at 6%; with 100% employer match about $102,441 at 4% or $68,294 at 6%.
200314$122,337$23,962$5,991iApproximate average salary by contribution assumption: employee only about $149,763 at 4% or $99,842 at 6%; with 50% employer match about $99,842 at 4% or $66,561 at 6%; with 100% employer match about $74,881 at 4% or $49,921 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-4$122,337$23,962$5,991iApproximate average salary by contribution assumption: employee only about $149,763 at 4% or $99,842 at 6%; with 50% employer match about $99,842 at 4% or $66,561 at 6%; with 100% employer match about $74,881 at 4% or $49,921 at 6%.
200212$79,501$10,476$5,238iApproximate average salary by contribution assumption: employee only about $130,950 at 4% or $87,300 at 6%; with 50% employer match about $87,300 at 4% or $58,200 at 6%; with 100% employer match about $65,475 at 4% or $43,650 at 6%.
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-2$79,501$10,476$5,238iApproximate average salary by contribution assumption: employee only about $130,950 at 4% or $87,300 at 6%; with 50% employer match about $87,300 at 4% or $58,200 at 6%; with 100% employer match about $65,475 at 4% or $43,650 at 6%.
200112$0$0-
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-2---
200010$0$0-
David L. Stocking, CPA Ltd. 401(K) Profit Sharing Plan-0---