Civic Intelligence

Robert J. Allen, CPA PC.

Plan context: Robert J. Allen, CPA PC 401(K) Profit Sharing Plan

EIN 92-0584466 • 2 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$994,342

2024 Contributions

$873,394

Historical Graphs

Total Assets Over Time

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

$994,342$497,171$020232024YearValue
$994,342Latest year 2024

Participants Over Time

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

11020232024YearValue
1Latest 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
202411$994,342$0-
Robert J. Allen, CPA PC 401(K) Profit Sharing Plan-1$994,342--
202311$921,235$873,394$873,394iApproximate average salary by contribution assumption: employee only about $21,834,850 at 4% or $14,556,567 at 6%; with 50% employer match about $14,556,567 at 4% or $9,704,378 at 6%; with 100% employer match about $10,917,425 at 4% or $7,278,283 at 6%.
Robert J. Allen, CPA PC 401(K) Profit Sharing Plan-1$921,235$873,394$873,394iApproximate average salary by contribution assumption: employee only about $21,834,850 at 4% or $14,556,567 at 6%; with 50% employer match about $14,556,567 at 4% or $9,704,378 at 6%; with 100% employer match about $10,917,425 at 4% or $7,278,283 at 6%.