Civic Intelligence

Robert L. Stacy, CPA LLC

Plan context: Robert L. Stacy, CPA LLC 401(K) Plan

EIN 93-1275338 • Salem, OR • 19 filings • 4 plans

4255 Cordon Road NESalem, OR 97305
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$304,767

2023 Contributions

$31,688

Historical Graphs

Total Assets Over Time

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

$1,636,833$818,417$0200420132022YearValue
$304,767Latest year 2022

Participants Over Time

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

1050200420132022YearValue
5Latest year 2022

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
202310$0$0-
Robert L. Stacy, CPA LLC 401(K) Plan-0$0$0-
202215$304,767$0-
Robert L. Stacy, CPA LLC 401(K) Plan-5$304,767$0-
202118$354,580$31,688$3,961iApproximate average salary by contribution assumption: employee only about $99,025 at 4% or $66,017 at 6%; with 50% employer match about $66,017 at 4% or $44,011 at 6%; with 100% employer match about $49,513 at 4% or $33,008 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-8$354,580$31,688$3,961iApproximate average salary by contribution assumption: employee only about $99,025 at 4% or $66,017 at 6%; with 50% employer match about $66,017 at 4% or $44,011 at 6%; with 100% employer match about $49,513 at 4% or $33,008 at 6%.
2020110$1,636,833$59,888$5,989iApproximate average salary by contribution assumption: employee only about $149,720 at 4% or $99,813 at 6%; with 50% employer match about $99,813 at 4% or $66,542 at 6%; with 100% employer match about $74,860 at 4% or $49,907 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-10$1,636,833$59,888$5,989iApproximate average salary by contribution assumption: employee only about $149,720 at 4% or $99,813 at 6%; with 50% employer match about $99,813 at 4% or $66,542 at 6%; with 100% employer match about $74,860 at 4% or $49,907 at 6%.
201814$1,046,923$76,725$19,181iApproximate average salary by contribution assumption: employee only about $479,531 at 4% or $319,688 at 6%; with 50% employer match about $319,688 at 4% or $213,125 at 6%; with 100% employer match about $239,766 at 4% or $159,844 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-4$1,046,923$76,725$19,181iApproximate average salary by contribution assumption: employee only about $479,531 at 4% or $319,688 at 6%; with 50% employer match about $319,688 at 4% or $213,125 at 6%; with 100% employer match about $239,766 at 4% or $159,844 at 6%.
201714$1,037,606$60,480$15,120iApproximate average salary by contribution assumption: employee only about $378,000 at 4% or $252,000 at 6%; with 50% employer match about $252,000 at 4% or $168,000 at 6%; with 100% employer match about $189,000 at 4% or $126,000 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-4$1,037,606$60,480$15,120iApproximate average salary by contribution assumption: employee only about $378,000 at 4% or $252,000 at 6%; with 50% employer match about $252,000 at 4% or $168,000 at 6%; with 100% employer match about $189,000 at 4% or $126,000 at 6%.
201614$823,465$61,004$15,251iApproximate average salary by contribution assumption: employee only about $381,275 at 4% or $254,183 at 6%; with 50% employer match about $254,183 at 4% or $169,456 at 6%; with 100% employer match about $190,638 at 4% or $127,092 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-4$823,465$61,004$15,251iApproximate average salary by contribution assumption: employee only about $381,275 at 4% or $254,183 at 6%; with 50% employer match about $254,183 at 4% or $169,456 at 6%; with 100% employer match about $190,638 at 4% or $127,092 at 6%.
201514$800,838$66,098$16,525iApproximate average salary by contribution assumption: employee only about $413,113 at 4% or $275,408 at 6%; with 50% employer match about $275,408 at 4% or $183,606 at 6%; with 100% employer match about $206,556 at 4% or $137,704 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-4$800,838$66,098$16,525iApproximate average salary by contribution assumption: employee only about $413,113 at 4% or $275,408 at 6%; with 50% employer match about $275,408 at 4% or $183,606 at 6%; with 100% employer match about $206,556 at 4% or $137,704 at 6%.
201414$758,632$53,243$13,311iApproximate average salary by contribution assumption: employee only about $332,769 at 4% or $221,846 at 6%; with 50% employer match about $221,846 at 4% or $147,897 at 6%; with 100% employer match about $166,384 at 4% or $110,923 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-4$758,632$53,243$13,311iApproximate average salary by contribution assumption: employee only about $332,769 at 4% or $221,846 at 6%; with 50% employer match about $221,846 at 4% or $147,897 at 6%; with 100% employer match about $166,384 at 4% or $110,923 at 6%.
201315$648,545$47,747$9,549iApproximate average salary by contribution assumption: employee only about $238,735 at 4% or $159,157 at 6%; with 50% employer match about $159,157 at 4% or $106,104 at 6%; with 100% employer match about $119,368 at 4% or $79,578 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-5$648,545$47,747$9,549iApproximate average salary by contribution assumption: employee only about $238,735 at 4% or $159,157 at 6%; with 50% employer match about $159,157 at 4% or $106,104 at 6%; with 100% employer match about $119,368 at 4% or $79,578 at 6%.
201216$511,237$35,129$5,855iApproximate average salary by contribution assumption: employee only about $146,371 at 4% or $97,581 at 6%; with 50% employer match about $97,581 at 4% or $65,054 at 6%; with 100% employer match about $73,185 at 4% or $48,790 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-6$511,237$35,129$5,855iApproximate average salary by contribution assumption: employee only about $146,371 at 4% or $97,581 at 6%; with 50% employer match about $97,581 at 4% or $65,054 at 6%; with 100% employer match about $73,185 at 4% or $48,790 at 6%.
201115$420,870$49,715$9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-5$420,870$49,715$9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%.
201015$410,220$51,043$10,209iApproximate average salary by contribution assumption: employee only about $255,215 at 4% or $170,143 at 6%; with 50% employer match about $170,143 at 4% or $113,429 at 6%; with 100% employer match about $127,608 at 4% or $85,072 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-5$410,220$51,043$10,209iApproximate average salary by contribution assumption: employee only about $255,215 at 4% or $170,143 at 6%; with 50% employer match about $170,143 at 4% or $113,429 at 6%; with 100% employer match about $127,608 at 4% or $85,072 at 6%.
200916$323,341$125,151$20,859iApproximate average salary by contribution assumption: employee only about $521,463 at 4% or $347,642 at 6%; with 50% employer match about $347,642 at 4% or $231,761 at 6%; with 100% employer match about $260,731 at 4% or $173,821 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-6$323,341$125,151$20,859iApproximate average salary by contribution assumption: employee only about $521,463 at 4% or $347,642 at 6%; with 50% employer match about $347,642 at 4% or $231,761 at 6%; with 100% employer match about $260,731 at 4% or $173,821 at 6%.
200814$206,656$75,988$18,997iApproximate average salary by contribution assumption: employee only about $474,925 at 4% or $316,617 at 6%; with 50% employer match about $316,617 at 4% or $211,078 at 6%; with 100% employer match about $237,463 at 4% or $158,308 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-4$206,656$75,988$18,997iApproximate average salary by contribution assumption: employee only about $474,925 at 4% or $316,617 at 6%; with 50% employer match about $316,617 at 4% or $211,078 at 6%; with 100% employer match about $237,463 at 4% or $158,308 at 6%.
200716$0$0-
Robert L. Stacy, CPA LLC 401(K) Plan-6---
200614$161,567$33,861$8,465iApproximate average salary by contribution assumption: employee only about $211,631 at 4% or $141,088 at 6%; with 50% employer match about $141,088 at 4% or $94,058 at 6%; with 100% employer match about $105,816 at 4% or $70,544 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-4$161,567$33,861$8,465iApproximate average salary by contribution assumption: employee only about $211,631 at 4% or $141,088 at 6%; with 50% employer match about $141,088 at 4% or $94,058 at 6%; with 100% employer match about $105,816 at 4% or $70,544 at 6%.
200515$114,192$79,315$15,863iApproximate average salary by contribution assumption: employee only about $396,575 at 4% or $264,383 at 6%; with 50% employer match about $264,383 at 4% or $176,256 at 6%; with 100% employer match about $198,288 at 4% or $132,192 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-5$114,192$79,315$15,863iApproximate average salary by contribution assumption: employee only about $396,575 at 4% or $264,383 at 6%; with 50% employer match about $264,383 at 4% or $176,256 at 6%; with 100% employer match about $198,288 at 4% or $132,192 at 6%.
200415$43,029$40,925$8,185iApproximate average salary by contribution assumption: employee only about $204,625 at 4% or $136,417 at 6%; with 50% employer match about $136,417 at 4% or $90,944 at 6%; with 100% employer match about $102,313 at 4% or $68,208 at 6%.
Robert L. Stacy, CPA LLC 401(K) Plan-5$43,029$40,925$8,185iApproximate average salary by contribution assumption: employee only about $204,625 at 4% or $136,417 at 6%; with 50% employer match about $136,417 at 4% or $90,944 at 6%; with 100% employer match about $102,313 at 4% or $68,208 at 6%.