Safstrom Cpas & Advisors PLLC
Plan context: Safstrom Cpas & Advisors PLLC 401(K) Profit Sharing Plan & Trust
EIN 93-3540839 • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$3,259,574
2025 Contributions
$209,511
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $3,259,574 | $209,511 | $17,459iApproximate average salary by contribution assumption: employee only about $436,481 at 4% or $290,988 at 6%; with 50% employer match about $290,988 at 4% or $193,992 at 6%; with 100% employer match about $218,241 at 4% or $145,494 at 6%. |
| Safstrom Cpas & Advisors PLLC 401(K) Profit Sharing Plan & Trust | - | 12 | $3,259,574 | $209,511 | $17,459iApproximate average salary by contribution assumption: employee only about $436,481 at 4% or $290,988 at 6%; with 50% employer match about $290,988 at 4% or $193,992 at 6%; with 100% employer match about $218,241 at 4% or $145,494 at 6%. |
| 2024 | 1 | 11 | $2,678,527 | $181,578 | $16,507iApproximate average salary by contribution assumption: employee only about $412,677 at 4% or $275,118 at 6%; with 50% employer match about $275,118 at 4% or $183,412 at 6%; with 100% employer match about $206,339 at 4% or $137,559 at 6%. |
| Safstrom Cpas & Advisors PLLC 401(K) Profit Sharing Plan & Trust | - | 11 | $2,678,527 | $181,578 | $16,507iApproximate average salary by contribution assumption: employee only about $412,677 at 4% or $275,118 at 6%; with 50% employer match about $275,118 at 4% or $183,412 at 6%; with 100% employer match about $206,339 at 4% or $137,559 at 6%. |
| 2023 | 1 | 10 | $2,223,357 | $153,232 | $15,323iApproximate average salary by contribution assumption: employee only about $383,080 at 4% or $255,387 at 6%; with 50% employer match about $255,387 at 4% or $170,258 at 6%; with 100% employer match about $191,540 at 4% or $127,693 at 6%. |
| Safstrom Cpas & Advisors PLLC 401(K) Profit Sharing Plan & Trust | - | 10 | $2,223,357 | $153,232 | $15,323iApproximate average salary by contribution assumption: employee only about $383,080 at 4% or $255,387 at 6%; with 50% employer match about $255,387 at 4% or $170,258 at 6%; with 100% employer match about $191,540 at 4% or $127,693 at 6%. |