Civic Intelligence

Phillip a. Kass, CPA Inc.

Plan context: PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN

EIN 95-3972128 • Encino, CA • 17 filings • 2 plans

4438 Haskell AvenueEncino, CA 91436
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$1,892,609

2021 Contributions

$150,000

Historical Graphs

Total Assets Over Time

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

$1,892,609$946,305$0201320172020YearValue
$1,892,609Latest year 2020

Participants Over Time

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

420201320172020YearValue
2Latest year 2020

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
202110$0$0-
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
202022$1,892,609$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-2$1,892,609$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Phillip a. Kass, CPA Inc. Profit Sharing Plan-0$0$0-
201924$1,763,491$174,063$43,516iApproximate average salary by contribution assumption: employee only about $1,087,894 at 4% or $725,263 at 6%; with 50% employer match about $725,263 at 4% or $483,508 at 6%; with 100% employer match about $543,947 at 4% or $362,631 at 6%.
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-2$1,660,779$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Phillip a. Kass, CPA Inc. Profit Sharing Plan-4$102,712$24,063$6,016iApproximate average salary by contribution assumption: employee only about $150,394 at 4% or $100,263 at 6%; with 50% employer match about $100,263 at 4% or $66,842 at 6%; with 100% employer match about $75,197 at 4% or $50,131 at 6%.
201823$1,440,561$222,094$74,031iApproximate average salary by contribution assumption: employee only about $1,850,783 at 4% or $1,233,856 at 6%; with 50% employer match about $1,233,856 at 4% or $822,570 at 6%; with 100% employer match about $925,392 at 4% or $616,928 at 6%.
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-2$1,331,009$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Phillip a. Kass, CPA Inc. Profit Sharing Plan-3$109,552$22,094$7,365iApproximate average salary by contribution assumption: employee only about $184,117 at 4% or $122,744 at 6%; with 50% employer match about $122,744 at 4% or $81,830 at 6%; with 100% employer match about $92,058 at 4% or $61,372 at 6%.
201723$1,298,638$322,104$107,368iApproximate average salary by contribution assumption: employee only about $2,684,200 at 4% or $1,789,467 at 6%; with 50% employer match about $1,789,467 at 4% or $1,192,978 at 6%; with 100% employer match about $1,342,100 at 4% or $894,733 at 6%.
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-2$1,205,270$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Phillip a. Kass, CPA Inc. Profit Sharing Plan-3$93,368$22,104$7,368iApproximate average salary by contribution assumption: employee only about $184,200 at 4% or $122,800 at 6%; with 50% employer match about $122,800 at 4% or $81,867 at 6%; with 100% employer match about $92,100 at 4% or $61,400 at 6%.
201623$890,981$277,729$92,576iApproximate average salary by contribution assumption: employee only about $2,314,408 at 4% or $1,542,939 at 6%; with 50% employer match about $1,542,939 at 4% or $1,028,626 at 6%; with 100% employer match about $1,157,204 at 4% or $771,469 at 6%.
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-2$828,230$260,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.
Phillip a. Kass, CPA Inc. Profit Sharing Plan-3$62,751$17,729$5,910iApproximate average salary by contribution assumption: employee only about $147,742 at 4% or $98,494 at 6%; with 50% employer match about $98,494 at 4% or $65,663 at 6%; with 100% employer match about $73,871 at 4% or $49,247 at 6%.
201522$613,188$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-2$568,184$260,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.
Phillip a. Kass, CPA Inc. Profit Sharing Plan-2$45,004$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201422$338,165$176,200$88,100iApproximate average salary by contribution assumption: employee only about $2,202,500 at 4% or $1,468,333 at 6%; with 50% employer match about $1,468,333 at 4% or $978,889 at 6%; with 100% employer match about $1,101,250 at 4% or $734,167 at 6%.
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-2$308,161$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Phillip a. Kass, CPA Inc. Profit Sharing Plan-2$30,004$16,200$8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%.
201322$161,955$161,955$80,978iApproximate average salary by contribution assumption: employee only about $2,024,438 at 4% or $1,349,625 at 6%; with 50% employer match about $1,349,625 at 4% or $899,750 at 6%; with 100% employer match about $1,012,219 at 4% or $674,813 at 6%.
PHILLIP A. KASS, CPA, INC. DEFINED BENEFIT PENSION PLAN-2$148,151$148,151$74,076iApproximate average salary by contribution assumption: employee only about $1,851,888 at 4% or $1,234,592 at 6%; with 50% employer match about $1,234,592 at 4% or $823,061 at 6%; with 100% employer match about $925,944 at 4% or $617,296 at 6%.
Phillip a. Kass, CPA Inc. Profit Sharing Plan-2$13,804$13,804$6,902iApproximate average salary by contribution assumption: employee only about $172,550 at 4% or $115,033 at 6%; with 50% employer match about $115,033 at 4% or $76,689 at 6%; with 100% employer match about $86,275 at 4% or $57,517 at 6%.