Civic Intelligence

Precision Bookkeeping

Plan context: Precision Bookkeeping Retirement Plan

EIN 90-1185551 • San Rafael, CA • 6 filings • 1 plans

1526 5th Avenue, Ste 3San Rafael, CA 94901
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$615,301

2024 Contributions

$37,390

Historical Graphs

Total Assets Over Time

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

$615,301$307,651$0201920222024YearValue
$615,301Latest year 2024

Participants Over Time

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

210201920222024YearValue
2Latest 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
202412$615,301$37,390$18,695iApproximate average salary by contribution assumption: employee only about $467,375 at 4% or $311,583 at 6%; with 50% employer match about $311,583 at 4% or $207,722 at 6%; with 100% employer match about $233,688 at 4% or $155,792 at 6%.
Precision Bookkeeping Retirement Plan-2$615,301$37,390$18,695iApproximate average salary by contribution assumption: employee only about $467,375 at 4% or $311,583 at 6%; with 50% employer match about $311,583 at 4% or $207,722 at 6%; with 100% employer match about $233,688 at 4% or $155,792 at 6%.
202312$517,979$48,077$24,039iApproximate average salary by contribution assumption: employee only about $600,963 at 4% or $400,642 at 6%; with 50% employer match about $400,642 at 4% or $267,094 at 6%; with 100% employer match about $300,481 at 4% or $200,321 at 6%.
Precision Bookkeeping Retirement Plan-2$517,979$48,077$24,039iApproximate average salary by contribution assumption: employee only about $600,963 at 4% or $400,642 at 6%; with 50% employer match about $400,642 at 4% or $267,094 at 6%; with 100% employer match about $300,481 at 4% or $200,321 at 6%.
202212$413,346$43,780$21,890iApproximate average salary by contribution assumption: employee only about $547,250 at 4% or $364,833 at 6%; with 50% employer match about $364,833 at 4% or $243,222 at 6%; with 100% employer match about $273,625 at 4% or $182,417 at 6%.
Precision Bookkeeping Retirement Plan-2$413,346$43,780$21,890iApproximate average salary by contribution assumption: employee only about $547,250 at 4% or $364,833 at 6%; with 50% employer match about $364,833 at 4% or $243,222 at 6%; with 100% employer match about $273,625 at 4% or $182,417 at 6%.
202112$424,471$43,074$21,537iApproximate average salary by contribution assumption: employee only about $538,425 at 4% or $358,950 at 6%; with 50% employer match about $358,950 at 4% or $239,300 at 6%; with 100% employer match about $269,213 at 4% or $179,475 at 6%.
Precision Bookkeeping Retirement Plan-2$424,471$43,074$21,537iApproximate average salary by contribution assumption: employee only about $538,425 at 4% or $358,950 at 6%; with 50% employer match about $358,950 at 4% or $239,300 at 6%; with 100% employer match about $269,213 at 4% or $179,475 at 6%.
202012$350,377$43,250$21,625iApproximate average salary by contribution assumption: employee only about $540,625 at 4% or $360,417 at 6%; with 50% employer match about $360,417 at 4% or $240,278 at 6%; with 100% employer match about $270,313 at 4% or $180,208 at 6%.
Precision Bookkeeping Retirement Plan-2$350,377$43,250$21,625iApproximate average salary by contribution assumption: employee only about $540,625 at 4% or $360,417 at 6%; with 50% employer match about $360,417 at 4% or $240,278 at 6%; with 100% employer match about $270,313 at 4% or $180,208 at 6%.
201912$279,731$23,268$11,634iApproximate average salary by contribution assumption: employee only about $290,850 at 4% or $193,900 at 6%; with 50% employer match about $193,900 at 4% or $129,267 at 6%; with 100% employer match about $145,425 at 4% or $96,950 at 6%.
Precision Bookkeeping Retirement Plan-2$279,731$23,268$11,634iApproximate average salary by contribution assumption: employee only about $290,850 at 4% or $193,900 at 6%; with 50% employer match about $193,900 at 4% or $129,267 at 6%; with 100% employer match about $145,425 at 4% or $96,950 at 6%.