Civic Intelligence

Mark a Congdon Cfs Inc

Plan context: Mark a Congdon Cfs Inc 401K Plan

EIN 16-1554557 • West Henrietta, NY • 25 filings • 4 plans

5582 W. Henrietta RoadWest Henrietta, NY 14586
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,217,122

2024 Contributions

$242,235

Historical Graphs

Total Assets Over Time

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

$5,217,122$2,608,561$0200520152024YearValue
$5,217,122Latest year 2024

Participants Over Time

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

1680200520152024YearValue
14Latest 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
2024114$5,217,122$242,235$17,303iApproximate average salary by contribution assumption: employee only about $432,563 at 4% or $288,375 at 6%; with 50% employer match about $288,375 at 4% or $192,250 at 6%; with 100% employer match about $216,281 at 4% or $144,188 at 6%.
Mark a Congdon Cfs Inc 401K Plan-14$5,217,122$242,235$17,303iApproximate average salary by contribution assumption: employee only about $432,563 at 4% or $288,375 at 6%; with 50% employer match about $288,375 at 4% or $192,250 at 6%; with 100% employer match about $216,281 at 4% or $144,188 at 6%.
2023114$4,544,373$241,969$17,284iApproximate average salary by contribution assumption: employee only about $432,088 at 4% or $288,058 at 6%; with 50% employer match about $288,058 at 4% or $192,039 at 6%; with 100% employer match about $216,044 at 4% or $144,029 at 6%.
Mark a Congdon Cfs Inc 401K Plan-14$4,544,373$241,969$17,284iApproximate average salary by contribution assumption: employee only about $432,088 at 4% or $288,058 at 6%; with 50% employer match about $288,058 at 4% or $192,039 at 6%; with 100% employer match about $216,044 at 4% or $144,029 at 6%.
2022114$3,790,041$329,211$23,515iApproximate average salary by contribution assumption: employee only about $587,877 at 4% or $391,918 at 6%; with 50% employer match about $391,918 at 4% or $261,279 at 6%; with 100% employer match about $293,938 at 4% or $195,959 at 6%.
Mark a Congdon Cfs Inc 401K Plan-14$3,790,041$329,211$23,515iApproximate average salary by contribution assumption: employee only about $587,877 at 4% or $391,918 at 6%; with 50% employer match about $391,918 at 4% or $261,279 at 6%; with 100% employer match about $293,938 at 4% or $195,959 at 6%.
2021116$3,908,611$297,063$18,566iApproximate average salary by contribution assumption: employee only about $464,161 at 4% or $309,441 at 6%; with 50% employer match about $309,441 at 4% or $206,294 at 6%; with 100% employer match about $232,080 at 4% or $154,720 at 6%.
Mark a Congdon Cfs Inc 401K Plan-16$3,908,611$297,063$18,566iApproximate average salary by contribution assumption: employee only about $464,161 at 4% or $309,441 at 6%; with 50% employer match about $309,441 at 4% or $206,294 at 6%; with 100% employer match about $232,080 at 4% or $154,720 at 6%.
2020114$3,231,453$255,282$18,234iApproximate average salary by contribution assumption: employee only about $455,861 at 4% or $303,907 at 6%; with 50% employer match about $303,907 at 4% or $202,605 at 6%; with 100% employer match about $227,930 at 4% or $151,954 at 6%.
Mark a Congdon Cfs Inc 401K Plan-14$3,231,453$255,282$18,234iApproximate average salary by contribution assumption: employee only about $455,861 at 4% or $303,907 at 6%; with 50% employer match about $303,907 at 4% or $202,605 at 6%; with 100% employer match about $227,930 at 4% or $151,954 at 6%.
2019115$2,693,237$242,690$16,179iApproximate average salary by contribution assumption: employee only about $404,483 at 4% or $269,656 at 6%; with 50% employer match about $269,656 at 4% or $179,770 at 6%; with 100% employer match about $202,242 at 4% or $134,828 at 6%.
Mark a Congdon Cfs Inc 401K Plan-15$2,693,237$242,690$16,179iApproximate average salary by contribution assumption: employee only about $404,483 at 4% or $269,656 at 6%; with 50% employer match about $269,656 at 4% or $179,770 at 6%; with 100% employer match about $202,242 at 4% or $134,828 at 6%.
2018115$1,996,890$264,600$17,640iApproximate average salary by contribution assumption: employee only about $441,000 at 4% or $294,000 at 6%; with 50% employer match about $294,000 at 4% or $196,000 at 6%; with 100% employer match about $220,500 at 4% or $147,000 at 6%.
Mark a Congdon Cfs Inc 401K Plan-15$1,996,890$264,600$17,640iApproximate average salary by contribution assumption: employee only about $441,000 at 4% or $294,000 at 6%; with 50% employer match about $294,000 at 4% or $196,000 at 6%; with 100% employer match about $220,500 at 4% or $147,000 at 6%.
2017212$1,951,649$211,716$17,643iApproximate average salary by contribution assumption: employee only about $441,075 at 4% or $294,050 at 6%; with 50% employer match about $294,050 at 4% or $196,033 at 6%; with 100% employer match about $220,538 at 4% or $147,025 at 6%.
Mark a Congdon Cfs Inc 401K Plan-12$1,951,649$211,716$17,643iApproximate average salary by contribution assumption: employee only about $441,075 at 4% or $294,050 at 6%; with 50% employer match about $294,050 at 4% or $196,033 at 6%; with 100% employer match about $220,538 at 4% or $147,025 at 6%.
Mark a. Congdon Cfs Inc. Cash Balance Plan-0$0$0-
2016211$2,405,412$408,007$37,092iApproximate average salary by contribution assumption: employee only about $927,289 at 4% or $618,192 at 6%; with 50% employer match about $618,192 at 4% or $412,128 at 6%; with 100% employer match about $463,644 at 4% or $309,096 at 6%.
Mark a Congdon Cfs Inc 401K Plan-11$1,511,843$180,005$16,364iApproximate average salary by contribution assumption: employee only about $409,102 at 4% or $272,735 at 6%; with 50% employer match about $272,735 at 4% or $181,823 at 6%; with 100% employer match about $204,551 at 4% or $136,367 at 6%.
Mark a. Congdon Cfs Inc. Cash Balance Plan-5$893,569$228,002$45,600iApproximate average salary by contribution assumption: employee only about $1,140,010 at 4% or $760,007 at 6%; with 50% employer match about $760,007 at 4% or $506,671 at 6%; with 100% employer match about $570,005 at 4% or $380,003 at 6%.
2015210$1,884,857$381,406$38,141iApproximate average salary by contribution assumption: employee only about $953,515 at 4% or $635,677 at 6%; with 50% employer match about $635,677 at 4% or $423,784 at 6%; with 100% employer match about $476,758 at 4% or $317,838 at 6%.
Mark a Congdon Cfs Inc 401K Plan-10$1,258,651$159,406$15,941iApproximate average salary by contribution assumption: employee only about $398,515 at 4% or $265,677 at 6%; with 50% employer match about $265,677 at 4% or $177,118 at 6%; with 100% employer match about $199,258 at 4% or $132,838 at 6%.
Mark a. Congdon Cfs Inc. Cash Balance Plan-4$626,206$222,000$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
201428$1,594,001$368,938$46,117iApproximate average salary by contribution assumption: employee only about $1,152,931 at 4% or $768,621 at 6%; with 50% employer match about $768,621 at 4% or $512,414 at 6%; with 100% employer match about $576,466 at 4% or $384,310 at 6%.
Mark a Congdon Cfs Inc 401K Plan-8$1,160,633$160,058$20,007iApproximate average salary by contribution assumption: employee only about $500,181 at 4% or $333,454 at 6%; with 50% employer match about $333,454 at 4% or $222,303 at 6%; with 100% employer match about $250,091 at 4% or $166,727 at 6%.
Mark a. Congdon Cfs Inc. Cash Balance Plan-4$433,368$208,880$52,220iApproximate average salary by contribution assumption: employee only about $1,305,500 at 4% or $870,333 at 6%; with 50% employer match about $870,333 at 4% or $580,222 at 6%; with 100% employer match about $652,750 at 4% or $435,167 at 6%.
201329$1,170,750$377,486$41,943iApproximate average salary by contribution assumption: employee only about $1,048,572 at 4% or $699,048 at 6%; with 50% employer match about $699,048 at 4% or $466,032 at 6%; with 100% employer match about $524,286 at 4% or $349,524 at 6%.
Mark a Congdon Cfs Inc 401K Plan-9$948,864$155,600$17,289iApproximate average salary by contribution assumption: employee only about $432,222 at 4% or $288,148 at 6%; with 50% employer match about $288,148 at 4% or $192,099 at 6%; with 100% employer match about $216,111 at 4% or $144,074 at 6%.
Mark a. Congdon Cfs Inc. Cash Balance Plan-4$221,886$221,886$55,472iApproximate average salary by contribution assumption: employee only about $1,386,788 at 4% or $924,525 at 6%; with 50% employer match about $924,525 at 4% or $616,350 at 6%; with 100% employer match about $693,394 at 4% or $462,263 at 6%.
201218$641,257$107,491$13,436iApproximate average salary by contribution assumption: employee only about $335,909 at 4% or $223,940 at 6%; with 50% employer match about $223,940 at 4% or $149,293 at 6%; with 100% employer match about $167,955 at 4% or $111,970 at 6%.
Mark a Congdon Cfs Inc 401K Plan-8$641,257$107,491$13,436iApproximate average salary by contribution assumption: employee only about $335,909 at 4% or $223,940 at 6%; with 50% employer match about $223,940 at 4% or $149,293 at 6%; with 100% employer match about $167,955 at 4% or $111,970 at 6%.
201118$458,592$88,598$11,075iApproximate average salary by contribution assumption: employee only about $276,869 at 4% or $184,579 at 6%; with 50% employer match about $184,579 at 4% or $123,053 at 6%; with 100% employer match about $138,434 at 4% or $92,290 at 6%.
Mark a Congdon Cfs Inc 401K Plan-8$458,592$88,598$11,075iApproximate average salary by contribution assumption: employee only about $276,869 at 4% or $184,579 at 6%; with 50% employer match about $184,579 at 4% or $123,053 at 6%; with 100% employer match about $138,434 at 4% or $92,290 at 6%.
201016$384,520$64,136$10,689iApproximate average salary by contribution assumption: employee only about $267,233 at 4% or $178,156 at 6%; with 50% employer match about $178,156 at 4% or $118,770 at 6%; with 100% employer match about $133,617 at 4% or $89,078 at 6%.
Mark a Congdon Cfs Inc 401K Plan-6$384,520$64,136$10,689iApproximate average salary by contribution assumption: employee only about $267,233 at 4% or $178,156 at 6%; with 50% employer match about $178,156 at 4% or $118,770 at 6%; with 100% employer match about $133,617 at 4% or $89,078 at 6%.
200917$341,169$51,431$7,347iApproximate average salary by contribution assumption: employee only about $183,682 at 4% or $122,455 at 6%; with 50% employer match about $122,455 at 4% or $81,637 at 6%; with 100% employer match about $91,841 at 4% or $61,227 at 6%.
Mark a Congdon Cfs Inc 401K Plan-7$341,169$51,431$7,347iApproximate average salary by contribution assumption: employee only about $183,682 at 4% or $122,455 at 6%; with 50% employer match about $122,455 at 4% or $81,637 at 6%; with 100% employer match about $91,841 at 4% or $61,227 at 6%.
200816$230,137$74,365$12,394iApproximate average salary by contribution assumption: employee only about $309,854 at 4% or $206,569 at 6%; with 50% employer match about $206,569 at 4% or $137,713 at 6%; with 100% employer match about $154,927 at 4% or $103,285 at 6%.
Mark a Congdon Cfs Inc 401K Plan-6$230,137$74,365$12,394iApproximate average salary by contribution assumption: employee only about $309,854 at 4% or $206,569 at 6%; with 50% employer match about $206,569 at 4% or $137,713 at 6%; with 100% employer match about $154,927 at 4% or $103,285 at 6%.
200718$290,407$106,432$13,304iApproximate average salary by contribution assumption: employee only about $332,600 at 4% or $221,733 at 6%; with 50% employer match about $221,733 at 4% or $147,822 at 6%; with 100% employer match about $166,300 at 4% or $110,867 at 6%.
Mark a Congdon Cfs Inc 401K Plan-8$290,407$106,432$13,304iApproximate average salary by contribution assumption: employee only about $332,600 at 4% or $221,733 at 6%; with 50% employer match about $221,733 at 4% or $147,822 at 6%; with 100% employer match about $166,300 at 4% or $110,867 at 6%.
200616$164,105$73,044$12,174iApproximate average salary by contribution assumption: employee only about $304,350 at 4% or $202,900 at 6%; with 50% employer match about $202,900 at 4% or $135,267 at 6%; with 100% employer match about $152,175 at 4% or $101,450 at 6%.
Mark a Congdon Cfs Inc 401K Plan-6$164,105$73,044$12,174iApproximate average salary by contribution assumption: employee only about $304,350 at 4% or $202,900 at 6%; with 50% employer match about $202,900 at 4% or $135,267 at 6%; with 100% employer match about $152,175 at 4% or $101,450 at 6%.
200516$69,735$62,660$10,443iApproximate average salary by contribution assumption: employee only about $261,083 at 4% or $174,056 at 6%; with 50% employer match about $174,056 at 4% or $116,037 at 6%; with 100% employer match about $130,542 at 4% or $87,028 at 6%.
Mark a Congdon Cfs Inc 401K Plan-6$69,735$62,660$10,443iApproximate average salary by contribution assumption: employee only about $261,083 at 4% or $174,056 at 6%; with 50% employer match about $174,056 at 4% or $116,037 at 6%; with 100% employer match about $130,542 at 4% or $87,028 at 6%.