Civic Intelligence

Gary a Halpert CPA

Plan context: Gary a Halpert CPA 401K Profit Sharing Plan

EIN 95-4813582 • 15 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$1,480,256

2025 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,480,256$740,128$0201120182025YearValue
$1,480,256Latest year 2025

Participants Over Time

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

210201120182025YearValue
1Latest year 2025

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
202511$1,480,256$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-1$1,480,256$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202411$1,401,006$87,054$87,054iApproximate average salary by contribution assumption: employee only about $2,176,350 at 4% or $1,450,900 at 6%; with 50% employer match about $1,450,900 at 4% or $967,267 at 6%; with 100% employer match about $1,088,175 at 4% or $725,450 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-1$1,401,006$87,054$87,054iApproximate average salary by contribution assumption: employee only about $2,176,350 at 4% or $1,450,900 at 6%; with 50% employer match about $1,450,900 at 4% or $967,267 at 6%; with 100% employer match about $1,088,175 at 4% or $725,450 at 6%.
202312$1,120,204$82,654$41,327iApproximate average salary by contribution assumption: employee only about $1,033,175 at 4% or $688,783 at 6%; with 50% employer match about $688,783 at 4% or $459,189 at 6%; with 100% employer match about $516,588 at 4% or $344,392 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$1,120,204$82,654$41,327iApproximate average salary by contribution assumption: employee only about $1,033,175 at 4% or $688,783 at 6%; with 50% employer match about $688,783 at 4% or $459,189 at 6%; with 100% employer match about $516,588 at 4% or $344,392 at 6%.
202212$887,036$75,931$37,966iApproximate average salary by contribution assumption: employee only about $949,138 at 4% or $632,758 at 6%; with 50% employer match about $632,758 at 4% or $421,839 at 6%; with 100% employer match about $474,569 at 4% or $316,379 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$887,036$75,931$37,966iApproximate average salary by contribution assumption: employee only about $949,138 at 4% or $632,758 at 6%; with 50% employer match about $632,758 at 4% or $421,839 at 6%; with 100% employer match about $474,569 at 4% or $316,379 at 6%.
202112$913,909$72,041$36,021iApproximate average salary by contribution assumption: employee only about $900,513 at 4% or $600,342 at 6%; with 50% employer match about $600,342 at 4% or $400,228 at 6%; with 100% employer match about $450,256 at 4% or $300,171 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$913,909$72,041$36,021iApproximate average salary by contribution assumption: employee only about $900,513 at 4% or $600,342 at 6%; with 50% employer match about $600,342 at 4% or $400,228 at 6%; with 100% employer match about $450,256 at 4% or $300,171 at 6%.
202012$718,042$70,630$35,315iApproximate average salary by contribution assumption: employee only about $882,875 at 4% or $588,583 at 6%; with 50% employer match about $588,583 at 4% or $392,389 at 6%; with 100% employer match about $441,438 at 4% or $294,292 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$718,042$70,630$35,315iApproximate average salary by contribution assumption: employee only about $882,875 at 4% or $588,583 at 6%; with 50% employer match about $588,583 at 4% or $392,389 at 6%; with 100% employer match about $441,438 at 4% or $294,292 at 6%.
201912$639,079$68,535$34,268iApproximate average salary by contribution assumption: employee only about $856,688 at 4% or $571,125 at 6%; with 50% employer match about $571,125 at 4% or $380,750 at 6%; with 100% employer match about $428,344 at 4% or $285,563 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$639,079$68,535$34,268iApproximate average salary by contribution assumption: employee only about $856,688 at 4% or $571,125 at 6%; with 50% employer match about $571,125 at 4% or $380,750 at 6%; with 100% employer match about $428,344 at 4% or $285,563 at 6%.
201812$516,456$67,074$33,537iApproximate average salary by contribution assumption: employee only about $838,425 at 4% or $558,950 at 6%; with 50% employer match about $558,950 at 4% or $372,633 at 6%; with 100% employer match about $419,213 at 4% or $279,475 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$516,456$67,074$33,537iApproximate average salary by contribution assumption: employee only about $838,425 at 4% or $558,950 at 6%; with 50% employer match about $558,950 at 4% or $372,633 at 6%; with 100% employer match about $419,213 at 4% or $279,475 at 6%.
201712$462,210$66,015$33,008iApproximate average salary by contribution assumption: employee only about $825,188 at 4% or $550,125 at 6%; with 50% employer match about $550,125 at 4% or $366,750 at 6%; with 100% employer match about $412,594 at 4% or $275,063 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$462,210$66,015$33,008iApproximate average salary by contribution assumption: employee only about $825,188 at 4% or $550,125 at 6%; with 50% employer match about $550,125 at 4% or $366,750 at 6%; with 100% employer match about $412,594 at 4% or $275,063 at 6%.
201612$362,551$64,580$32,290iApproximate average salary by contribution assumption: employee only about $807,250 at 4% or $538,167 at 6%; with 50% employer match about $538,167 at 4% or $358,778 at 6%; with 100% employer match about $403,625 at 4% or $269,083 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$362,551$64,580$32,290iApproximate average salary by contribution assumption: employee only about $807,250 at 4% or $538,167 at 6%; with 50% employer match about $538,167 at 4% or $358,778 at 6%; with 100% employer match about $403,625 at 4% or $269,083 at 6%.
201512$282,287$67,104$33,552iApproximate average salary by contribution assumption: employee only about $838,800 at 4% or $559,200 at 6%; with 50% employer match about $559,200 at 4% or $372,800 at 6%; with 100% employer match about $419,400 at 4% or $279,600 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$282,287$67,104$33,552iApproximate average salary by contribution assumption: employee only about $838,800 at 4% or $559,200 at 6%; with 50% employer match about $559,200 at 4% or $372,800 at 6%; with 100% employer match about $419,400 at 4% or $279,600 at 6%.
201412$220,471$66,569$33,285iApproximate average salary by contribution assumption: employee only about $832,113 at 4% or $554,742 at 6%; with 50% employer match about $554,742 at 4% or $369,828 at 6%; with 100% employer match about $416,056 at 4% or $277,371 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$220,471$66,569$33,285iApproximate average salary by contribution assumption: employee only about $832,113 at 4% or $554,742 at 6%; with 50% employer match about $554,742 at 4% or $369,828 at 6%; with 100% employer match about $416,056 at 4% or $277,371 at 6%.
201312$148,809$52,254$26,127iApproximate average salary by contribution assumption: employee only about $653,175 at 4% or $435,450 at 6%; with 50% employer match about $435,450 at 4% or $290,300 at 6%; with 100% employer match about $326,588 at 4% or $217,725 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$148,809$52,254$26,127iApproximate average salary by contribution assumption: employee only about $653,175 at 4% or $435,450 at 6%; with 50% employer match about $435,450 at 4% or $290,300 at 6%; with 100% employer match about $326,588 at 4% or $217,725 at 6%.
201212$85,222$43,679$21,840iApproximate average salary by contribution assumption: employee only about $545,988 at 4% or $363,992 at 6%; with 50% employer match about $363,992 at 4% or $242,661 at 6%; with 100% employer match about $272,994 at 4% or $181,996 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$85,222$43,679$21,840iApproximate average salary by contribution assumption: employee only about $545,988 at 4% or $363,992 at 6%; with 50% employer match about $363,992 at 4% or $242,661 at 6%; with 100% employer match about $272,994 at 4% or $181,996 at 6%.
201112$38,420$38,431$19,216iApproximate average salary by contribution assumption: employee only about $480,388 at 4% or $320,258 at 6%; with 50% employer match about $320,258 at 4% or $213,506 at 6%; with 100% employer match about $240,194 at 4% or $160,129 at 6%.
Gary a Halpert CPA 401K Profit Sharing Plan-2$38,420$38,431$19,216iApproximate average salary by contribution assumption: employee only about $480,388 at 4% or $320,258 at 6%; with 50% employer match about $320,258 at 4% or $213,506 at 6%; with 100% employer match about $240,194 at 4% or $160,129 at 6%.