Civic Intelligence

Sonnabend & Shu C.P.A.S Inc.

Plan context: Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan

EIN 95-4583587 • Tarzana, CA • 17 filings • 5 plans

5832 Melvin AvenueTarzana, CA 91356-1020
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,642,145

2024 Contributions

$100,448

Historical Graphs

Total Assets Over Time

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

$4,642,145$2,321,073$0199920072024YearValue
$4,642,145Latest year 2024

Participants Over Time

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

320199920072024YearValue
3Latest 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
202413$4,642,145$100,448$33,483iApproximate average salary by contribution assumption: employee only about $837,067 at 4% or $558,044 at 6%; with 50% employer match about $558,044 at 4% or $372,030 at 6%; with 100% employer match about $418,533 at 4% or $279,022 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-3$4,642,145$100,448$33,483iApproximate average salary by contribution assumption: employee only about $837,067 at 4% or $558,044 at 6%; with 50% employer match about $558,044 at 4% or $372,030 at 6%; with 100% employer match about $418,533 at 4% or $279,022 at 6%.
202313$3,763,541$98,401$32,800iApproximate average salary by contribution assumption: employee only about $820,008 at 4% or $546,672 at 6%; with 50% employer match about $546,672 at 4% or $364,448 at 6%; with 100% employer match about $410,004 at 4% or $273,336 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-3$3,763,541$98,401$32,800iApproximate average salary by contribution assumption: employee only about $820,008 at 4% or $546,672 at 6%; with 50% employer match about $546,672 at 4% or $364,448 at 6%; with 100% employer match about $410,004 at 4% or $273,336 at 6%.
201312$999,544$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$999,544$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
201212$825,423$78,680$39,340iApproximate average salary by contribution assumption: employee only about $983,500 at 4% or $655,667 at 6%; with 50% employer match about $655,667 at 4% or $437,111 at 6%; with 100% employer match about $491,750 at 4% or $327,833 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$825,423$78,680$39,340iApproximate average salary by contribution assumption: employee only about $983,500 at 4% or $655,667 at 6%; with 50% employer match about $655,667 at 4% or $437,111 at 6%; with 100% employer match about $491,750 at 4% or $327,833 at 6%.
201112$682,557$78,850$39,425iApproximate average salary by contribution assumption: employee only about $985,625 at 4% or $657,083 at 6%; with 50% employer match about $657,083 at 4% or $438,056 at 6%; with 100% employer match about $492,813 at 4% or $328,542 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$682,557$78,850$39,425iApproximate average salary by contribution assumption: employee only about $985,625 at 4% or $657,083 at 6%; with 50% employer match about $657,083 at 4% or $438,056 at 6%; with 100% employer match about $492,813 at 4% or $328,542 at 6%.
201012$585,308$78,625$39,313iApproximate average salary by contribution assumption: employee only about $982,813 at 4% or $655,208 at 6%; with 50% employer match about $655,208 at 4% or $436,806 at 6%; with 100% employer match about $491,406 at 4% or $327,604 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$585,308$78,625$39,313iApproximate average salary by contribution assumption: employee only about $982,813 at 4% or $655,208 at 6%; with 50% employer match about $655,208 at 4% or $436,806 at 6%; with 100% employer match about $491,406 at 4% or $327,604 at 6%.
200912$478,019$76,750$38,375iApproximate average salary by contribution assumption: employee only about $959,375 at 4% or $639,583 at 6%; with 50% employer match about $639,583 at 4% or $426,389 at 6%; with 100% employer match about $479,688 at 4% or $319,792 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$478,019$76,750$38,375iApproximate average salary by contribution assumption: employee only about $959,375 at 4% or $639,583 at 6%; with 50% employer match about $639,583 at 4% or $426,389 at 6%; with 100% employer match about $479,688 at 4% or $319,792 at 6%.
200812$371,148$79,875$39,938iApproximate average salary by contribution assumption: employee only about $998,438 at 4% or $665,625 at 6%; with 50% employer match about $665,625 at 4% or $443,750 at 6%; with 100% employer match about $499,219 at 4% or $332,813 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$371,148$79,875$39,938iApproximate average salary by contribution assumption: employee only about $998,438 at 4% or $665,625 at 6%; with 50% employer match about $665,625 at 4% or $443,750 at 6%; with 100% employer match about $499,219 at 4% or $332,813 at 6%.
200712$289,423$55,077$27,539iApproximate average salary by contribution assumption: employee only about $688,463 at 4% or $458,975 at 6%; with 50% employer match about $458,975 at 4% or $305,983 at 6%; with 100% employer match about $344,231 at 4% or $229,488 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$289,423$55,077$27,539iApproximate average salary by contribution assumption: employee only about $688,463 at 4% or $458,975 at 6%; with 50% employer match about $458,975 at 4% or $305,983 at 6%; with 100% employer match about $344,231 at 4% or $229,488 at 6%.
200613$224,439$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-3$224,439$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200513$178,386$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-3$178,386$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200412$129,814$41,500$20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$129,814$41,500$20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%.
200312$88,965$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$88,965$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200213$58,944$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-3$58,944$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200112$21,009$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-2$21,009$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200013$18,846$0-
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-3$18,846--
199913$43,050$0-
Sonnabend & Shu C.P.A.S Inc. Profit Sharing Plan-3$43,050--