Civic Intelligence

CFO Wealth Consultants Inc.

Plan context: CFO Wealth Consultants Inc. 401K Profit Sharing Plan

EIN 11-3339088 • Floral Park, NY • 17 filings • 1 plans

99 Tulip AvenueSuite 304Floral Park, NY 11001
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,920,977

2024 Contributions

$136,001

Historical Graphs

Total Assets Over Time

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

$3,323,884$1,661,942$0200820162023YearValue
$2,920,977Latest year 2023

Participants Over Time

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

420200820152023YearValue
4Latest year 2023

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
202410$0$136,001-
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-0$0$136,001-
202314$2,920,977$121,562$30,391iApproximate average salary by contribution assumption: employee only about $759,763 at 4% or $506,508 at 6%; with 50% employer match about $506,508 at 4% or $337,672 at 6%; with 100% employer match about $379,881 at 4% or $253,254 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-4$2,920,977$121,562$30,391iApproximate average salary by contribution assumption: employee only about $759,763 at 4% or $506,508 at 6%; with 50% employer match about $506,508 at 4% or $337,672 at 6%; with 100% employer match about $379,881 at 4% or $253,254 at 6%.
202214$2,161,298$110,357$27,589iApproximate average salary by contribution assumption: employee only about $689,731 at 4% or $459,821 at 6%; with 50% employer match about $459,821 at 4% or $306,547 at 6%; with 100% employer match about $344,866 at 4% or $229,910 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-4$2,161,298$110,357$27,589iApproximate average salary by contribution assumption: employee only about $689,731 at 4% or $459,821 at 6%; with 50% employer match about $459,821 at 4% or $306,547 at 6%; with 100% employer match about $344,866 at 4% or $229,910 at 6%.
202110$3,323,884$137,876-
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-0$3,323,884$137,876-
202014$2,725,413$179,549$44,887iApproximate average salary by contribution assumption: employee only about $1,122,181 at 4% or $748,121 at 6%; with 50% employer match about $748,121 at 4% or $498,747 at 6%; with 100% employer match about $561,091 at 4% or $374,060 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-4$2,725,413$179,549$44,887iApproximate average salary by contribution assumption: employee only about $1,122,181 at 4% or $748,121 at 6%; with 50% employer match about $748,121 at 4% or $498,747 at 6%; with 100% employer match about $561,091 at 4% or $374,060 at 6%.
201910$2,017,299$129,234-
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-0$2,017,299$129,234-
201813$1,521,586$126,136$42,045iApproximate average salary by contribution assumption: employee only about $1,051,133 at 4% or $700,756 at 6%; with 50% employer match about $700,756 at 4% or $467,170 at 6%; with 100% employer match about $525,567 at 4% or $350,378 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-3$1,521,586$126,136$42,045iApproximate average salary by contribution assumption: employee only about $1,051,133 at 4% or $700,756 at 6%; with 50% employer match about $700,756 at 4% or $467,170 at 6%; with 100% employer match about $525,567 at 4% or $350,378 at 6%.
201713$1,451,269$139,612$46,537iApproximate average salary by contribution assumption: employee only about $1,163,433 at 4% or $775,622 at 6%; with 50% employer match about $775,622 at 4% or $517,081 at 6%; with 100% employer match about $581,717 at 4% or $387,811 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-3$1,451,269$139,612$46,537iApproximate average salary by contribution assumption: employee only about $1,163,433 at 4% or $775,622 at 6%; with 50% employer match about $775,622 at 4% or $517,081 at 6%; with 100% employer match about $581,717 at 4% or $387,811 at 6%.
201613$1,074,120$124,454$41,485iApproximate average salary by contribution assumption: employee only about $1,037,117 at 4% or $691,411 at 6%; with 50% employer match about $691,411 at 4% or $460,941 at 6%; with 100% employer match about $518,558 at 4% or $345,706 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-3$1,074,120$124,454$41,485iApproximate average salary by contribution assumption: employee only about $1,037,117 at 4% or $691,411 at 6%; with 50% employer match about $691,411 at 4% or $460,941 at 6%; with 100% employer match about $518,558 at 4% or $345,706 at 6%.
201513$849,831$126,555$42,185iApproximate average salary by contribution assumption: employee only about $1,054,625 at 4% or $703,083 at 6%; with 50% employer match about $703,083 at 4% or $468,722 at 6%; with 100% employer match about $527,313 at 4% or $351,542 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-3$849,831$126,555$42,185iApproximate average salary by contribution assumption: employee only about $1,054,625 at 4% or $703,083 at 6%; with 50% employer match about $703,083 at 4% or $468,722 at 6%; with 100% employer match about $527,313 at 4% or $351,542 at 6%.
201413$716,962$97,160$32,387iApproximate average salary by contribution assumption: employee only about $809,667 at 4% or $539,778 at 6%; with 50% employer match about $539,778 at 4% or $359,852 at 6%; with 100% employer match about $404,833 at 4% or $269,889 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-3$716,962$97,160$32,387iApproximate average salary by contribution assumption: employee only about $809,667 at 4% or $539,778 at 6%; with 50% employer match about $539,778 at 4% or $359,852 at 6%; with 100% employer match about $404,833 at 4% or $269,889 at 6%.
201313$587,250$77,036$25,679iApproximate average salary by contribution assumption: employee only about $641,967 at 4% or $427,978 at 6%; with 50% employer match about $427,978 at 4% or $285,319 at 6%; with 100% employer match about $320,983 at 4% or $213,989 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-3$587,250$77,036$25,679iApproximate average salary by contribution assumption: employee only about $641,967 at 4% or $427,978 at 6%; with 50% employer match about $427,978 at 4% or $285,319 at 6%; with 100% employer match about $320,983 at 4% or $213,989 at 6%.
201213$370,768$62,874$20,958iApproximate average salary by contribution assumption: employee only about $523,950 at 4% or $349,300 at 6%; with 50% employer match about $349,300 at 4% or $232,867 at 6%; with 100% employer match about $261,975 at 4% or $174,650 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-3$370,768$62,874$20,958iApproximate average salary by contribution assumption: employee only about $523,950 at 4% or $349,300 at 6%; with 50% employer match about $349,300 at 4% or $232,867 at 6%; with 100% employer match about $261,975 at 4% or $174,650 at 6%.
201113$301,972$45,385$15,128iApproximate average salary by contribution assumption: employee only about $378,208 at 4% or $252,139 at 6%; with 50% employer match about $252,139 at 4% or $168,093 at 6%; with 100% employer match about $189,104 at 4% or $126,069 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-3$301,972$45,385$15,128iApproximate average salary by contribution assumption: employee only about $378,208 at 4% or $252,139 at 6%; with 50% employer match about $252,139 at 4% or $168,093 at 6%; with 100% employer match about $189,104 at 4% or $126,069 at 6%.
201012$267,649$24,059$12,030iApproximate average salary by contribution assumption: employee only about $300,738 at 4% or $200,492 at 6%; with 50% employer match about $200,492 at 4% or $133,661 at 6%; with 100% employer match about $150,369 at 4% or $100,246 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-2$267,649$24,059$12,030iApproximate average salary by contribution assumption: employee only about $300,738 at 4% or $200,492 at 6%; with 50% employer match about $200,492 at 4% or $133,661 at 6%; with 100% employer match about $150,369 at 4% or $100,246 at 6%.
200911$209,633$24,740$24,740iApproximate average salary by contribution assumption: employee only about $618,500 at 4% or $412,333 at 6%; with 50% employer match about $412,333 at 4% or $274,889 at 6%; with 100% employer match about $309,250 at 4% or $206,167 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-1$209,633$24,740$24,740iApproximate average salary by contribution assumption: employee only about $618,500 at 4% or $412,333 at 6%; with 50% employer match about $412,333 at 4% or $274,889 at 6%; with 100% employer match about $309,250 at 4% or $206,167 at 6%.
200812$137,297$24,952$12,476iApproximate average salary by contribution assumption: employee only about $311,900 at 4% or $207,933 at 6%; with 50% employer match about $207,933 at 4% or $138,622 at 6%; with 100% employer match about $155,950 at 4% or $103,967 at 6%.
CFO Wealth Consultants Inc. 401K Profit Sharing Plan-2$137,297$24,952$12,476iApproximate average salary by contribution assumption: employee only about $311,900 at 4% or $207,933 at 6%; with 50% employer match about $207,933 at 4% or $138,622 at 6%; with 100% employer match about $155,950 at 4% or $103,967 at 6%.