Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$598,497
2024 Contributions
$58,009
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $598,497 | $58,009 | $19,336iApproximate average salary by contribution assumption: employee only about $483,408 at 4% or $322,272 at 6%; with 50% employer match about $322,272 at 4% or $214,848 at 6%; with 100% employer match about $241,704 at 4% or $161,136 at 6%. |
| Kerry L Plante CPA PC 401K | - | 3 | $598,497 | $58,009 | $19,336iApproximate average salary by contribution assumption: employee only about $483,408 at 4% or $322,272 at 6%; with 50% employer match about $322,272 at 4% or $214,848 at 6%; with 100% employer match about $241,704 at 4% or $161,136 at 6%. |
| 2023 | 1 | 3 | $487,479 | $47,766 | $15,922iApproximate average salary by contribution assumption: employee only about $398,050 at 4% or $265,367 at 6%; with 50% employer match about $265,367 at 4% or $176,911 at 6%; with 100% employer match about $199,025 at 4% or $132,683 at 6%. |
| Kerry L Plante CPA PC 401K | - | 3 | $487,479 | $47,766 | $15,922iApproximate average salary by contribution assumption: employee only about $398,050 at 4% or $265,367 at 6%; with 50% employer match about $265,367 at 4% or $176,911 at 6%; with 100% employer match about $199,025 at 4% or $132,683 at 6%. |
| 2022 | 1 | 3 | $381,147 | $39,889 | $13,296iApproximate average salary by contribution assumption: employee only about $332,408 at 4% or $221,606 at 6%; with 50% employer match about $221,606 at 4% or $147,737 at 6%; with 100% employer match about $166,204 at 4% or $110,803 at 6%. |
| Kerry L Plante CPA PC 401K | - | 3 | $381,147 | $39,889 | $13,296iApproximate average salary by contribution assumption: employee only about $332,408 at 4% or $221,606 at 6%; with 50% employer match about $221,606 at 4% or $147,737 at 6%; with 100% employer match about $166,204 at 4% or $110,803 at 6%. |
| 2021 | 1 | 1 | $402,414 | $377,942 | $377,942iApproximate average salary by contribution assumption: employee only about $9,448,550 at 4% or $6,299,033 at 6%; with 50% employer match about $6,299,033 at 4% or $4,199,356 at 6%; with 100% employer match about $4,724,275 at 4% or $3,149,517 at 6%. |
| Kerry L Plante CPA PC 401K | - | 1 | $402,414 | $377,942 | $377,942iApproximate average salary by contribution assumption: employee only about $9,448,550 at 4% or $6,299,033 at 6%; with 50% employer match about $6,299,033 at 4% or $4,199,356 at 6%; with 100% employer match about $4,724,275 at 4% or $3,149,517 at 6%. |