Civic Intelligence

Joe & Linda Szabo PC.

Plan context: Szabo 401(K) Plan

EIN 86-1032134 • Scottsdale, AZ • 16 filings • 3 plans

15354 North 107th PlaceScottsdale, AZ 85255
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,886,041

2020 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,886,041$943,021$0201220162019YearValue
$1,886,041Latest year 2019

Participants Over Time

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

320201220162019YearValue
3Latest year 2019

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
202010$0$0-
JOE & LINDA SZABO, PC DEFINED BENEFIT PENSION PLAN-0$0$0-
201923$1,886,041$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Szabo 401(K) Plan-2$1,129,032$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
JOE & LINDA SZABO, PC DEFINED BENEFIT PENSION PLAN-3$757,009$0-
201823$1,711,141$174,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Szabo 401(K) Plan-2$979,066$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
JOE & LINDA SZABO, PC DEFINED BENEFIT PENSION PLAN-3$732,075$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201723$1,667,950$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Szabo 401(K) Plan-2$1,067,895$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
JOE & LINDA SZABO, PC DEFINED BENEFIT PENSION PLAN-3$600,055$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201623$1,481,631$113,000$37,667iApproximate average salary by contribution assumption: employee only about $941,667 at 4% or $627,778 at 6%; with 50% employer match about $627,778 at 4% or $418,519 at 6%; with 100% employer match about $470,833 at 4% or $313,889 at 6%.
Szabo 401(K) Plan-3$970,947$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
JOE & LINDA SZABO, PC DEFINED BENEFIT PENSION PLAN-3$510,684$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
201523$1,261,379$179,295$59,765iApproximate average salary by contribution assumption: employee only about $1,494,125 at 4% or $996,083 at 6%; with 50% employer match about $996,083 at 4% or $664,056 at 6%; with 100% employer match about $747,063 at 4% or $498,042 at 6%.
Szabo 401(K) Plan-3$828,470$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
JOE & LINDA SZABO, PC DEFINED BENEFIT PENSION PLAN-3$432,909$131,295$43,765iApproximate average salary by contribution assumption: employee only about $1,094,125 at 4% or $729,417 at 6%; with 50% employer match about $729,417 at 4% or $486,278 at 6%; with 100% employer match about $547,063 at 4% or $364,708 at 6%.
201413$776,495$49,256$16,419iApproximate average salary by contribution assumption: employee only about $410,467 at 4% or $273,644 at 6%; with 50% employer match about $273,644 at 4% or $182,430 at 6%; with 100% employer match about $205,233 at 4% or $136,822 at 6%.
Szabo 401(K) Plan-3$776,495$49,256$16,419iApproximate average salary by contribution assumption: employee only about $410,467 at 4% or $273,644 at 6%; with 50% employer match about $273,644 at 4% or $182,430 at 6%; with 100% employer match about $205,233 at 4% or $136,822 at 6%.
201323$1,144,461$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Szabo 401(K) Plan-2$938,538$45,000$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%.
JOE & LINDA SZABO, P.C. DEFINED BENEFIT PLAN-3$205,923$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201223$992,816$198,975$66,325iApproximate average salary by contribution assumption: employee only about $1,658,125 at 4% or $1,105,417 at 6%; with 50% employer match about $1,105,417 at 4% or $736,944 at 6%; with 100% employer match about $829,063 at 4% or $552,708 at 6%.
Szabo 401(K) Plan-2$838,841$45,000$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%.
JOE & LINDA SZABO, P.C. DEFINED BENEFIT PLAN-3$153,975$153,975$51,325iApproximate average salary by contribution assumption: employee only about $1,283,125 at 4% or $855,417 at 6%; with 50% employer match about $855,417 at 4% or $570,278 at 6%; with 100% employer match about $641,563 at 4% or $427,708 at 6%.