Civic Intelligence

Alisa Na CPA PC

Plan context: Alisa Na CPA PC 401(K) P/S Plan

EIN 91-2017880 • Edmonds, WA • 10 filings • 1 plans

8319 238th St SWEdmonds, WA 98026
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,016,407

2024 Contributions

$145,611

Historical Graphs

Total Assets Over Time

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

$1,016,407$508,204$0201520202024YearValue
$1,016,407Latest year 2024

Participants Over Time

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

1050201520202024YearValue
10Latest 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
2024110$1,016,407$145,611$14,561iApproximate average salary by contribution assumption: employee only about $364,028 at 4% or $242,685 at 6%; with 50% employer match about $242,685 at 4% or $161,790 at 6%; with 100% employer match about $182,014 at 4% or $121,343 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-10$1,016,407$145,611$14,561iApproximate average salary by contribution assumption: employee only about $364,028 at 4% or $242,685 at 6%; with 50% employer match about $242,685 at 4% or $161,790 at 6%; with 100% employer match about $182,014 at 4% or $121,343 at 6%.
202319$782,414$126,851$14,095iApproximate average salary by contribution assumption: employee only about $352,364 at 4% or $234,909 at 6%; with 50% employer match about $234,909 at 4% or $156,606 at 6%; with 100% employer match about $176,182 at 4% or $117,455 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-9$782,414$126,851$14,095iApproximate average salary by contribution assumption: employee only about $352,364 at 4% or $234,909 at 6%; with 50% employer match about $234,909 at 4% or $156,606 at 6%; with 100% employer match about $176,182 at 4% or $117,455 at 6%.
202218$571,305$112,460$14,058iApproximate average salary by contribution assumption: employee only about $351,438 at 4% or $234,292 at 6%; with 50% employer match about $234,292 at 4% or $156,194 at 6%; with 100% employer match about $175,719 at 4% or $117,146 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-8$571,305$112,460$14,058iApproximate average salary by contribution assumption: employee only about $351,438 at 4% or $234,292 at 6%; with 50% employer match about $234,292 at 4% or $156,194 at 6%; with 100% employer match about $175,719 at 4% or $117,146 at 6%.
202117$566,797$90,117$12,874iApproximate average salary by contribution assumption: employee only about $321,846 at 4% or $214,564 at 6%; with 50% employer match about $214,564 at 4% or $143,043 at 6%; with 100% employer match about $160,923 at 4% or $107,282 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-7$566,797$90,117$12,874iApproximate average salary by contribution assumption: employee only about $321,846 at 4% or $214,564 at 6%; with 50% employer match about $214,564 at 4% or $143,043 at 6%; with 100% employer match about $160,923 at 4% or $107,282 at 6%.
202015$415,648$75,631$15,126iApproximate average salary by contribution assumption: employee only about $378,155 at 4% or $252,103 at 6%; with 50% employer match about $252,103 at 4% or $168,069 at 6%; with 100% employer match about $189,078 at 4% or $126,052 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-5$415,648$75,631$15,126iApproximate average salary by contribution assumption: employee only about $378,155 at 4% or $252,103 at 6%; with 50% employer match about $252,103 at 4% or $168,069 at 6%; with 100% employer match about $189,078 at 4% or $126,052 at 6%.
201914$296,994$59,005$14,751iApproximate average salary by contribution assumption: employee only about $368,781 at 4% or $245,854 at 6%; with 50% employer match about $245,854 at 4% or $163,903 at 6%; with 100% employer match about $184,391 at 4% or $122,927 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-4$296,994$59,005$14,751iApproximate average salary by contribution assumption: employee only about $368,781 at 4% or $245,854 at 6%; with 50% employer match about $245,854 at 4% or $163,903 at 6%; with 100% employer match about $184,391 at 4% or $122,927 at 6%.
201814$193,429$50,898$12,725iApproximate average salary by contribution assumption: employee only about $318,113 at 4% or $212,075 at 6%; with 50% employer match about $212,075 at 4% or $141,383 at 6%; with 100% employer match about $159,056 at 4% or $106,038 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-4$193,429$50,898$12,725iApproximate average salary by contribution assumption: employee only about $318,113 at 4% or $212,075 at 6%; with 50% employer match about $212,075 at 4% or $141,383 at 6%; with 100% employer match about $159,056 at 4% or $106,038 at 6%.
201715$181,614$63,887$12,777iApproximate average salary by contribution assumption: employee only about $319,435 at 4% or $212,957 at 6%; with 50% employer match about $212,957 at 4% or $141,971 at 6%; with 100% employer match about $159,718 at 4% or $106,478 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-5$181,614$63,887$12,777iApproximate average salary by contribution assumption: employee only about $319,435 at 4% or $212,957 at 6%; with 50% employer match about $212,957 at 4% or $141,971 at 6%; with 100% employer match about $159,718 at 4% or $106,478 at 6%.
201616$120,927$62,200$10,367iApproximate average salary by contribution assumption: employee only about $259,167 at 4% or $172,778 at 6%; with 50% employer match about $172,778 at 4% or $115,185 at 6%; with 100% employer match about $129,583 at 4% or $86,389 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-6$120,927$62,200$10,367iApproximate average salary by contribution assumption: employee only about $259,167 at 4% or $172,778 at 6%; with 50% employer match about $172,778 at 4% or $115,185 at 6%; with 100% employer match about $129,583 at 4% or $86,389 at 6%.
201516$51,061$55,189$9,198iApproximate average salary by contribution assumption: employee only about $229,954 at 4% or $153,303 at 6%; with 50% employer match about $153,303 at 4% or $102,202 at 6%; with 100% employer match about $114,977 at 4% or $76,651 at 6%.
Alisa Na CPA PC 401(K) P/S Plan-6$51,061$55,189$9,198iApproximate average salary by contribution assumption: employee only about $229,954 at 4% or $153,303 at 6%; with 50% employer match about $153,303 at 4% or $102,202 at 6%; with 100% employer match about $114,977 at 4% or $76,651 at 6%.