Civic Intelligence

The Cook Group Financial Advisors LLC

Plan context: The Cook Group Financial Advisor 401(K) P/S Plan

EIN 20-0523053 • Raleigh, NC • 18 filings • 3 plans

4101 Lake Boone Trail Ste 210Raleigh, NC 27607
Current Snapshot

Latest Year

2021

2021 Participants

16

2021 Assets

$2,585,436

2021 Contributions

$179,078

Historical Graphs

Total Assets Over Time

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

$2,585,436$1,292,718$0200420132020YearValue
$2,585,436Latest year 2020

Participants Over Time

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

1680200420122020YearValue
16Latest 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$179,078-
The Cook Group Financial Advisor 401(K) P/S Plan-0$0$179,078-
2020116$2,585,436$231,738$14,484iApproximate average salary by contribution assumption: employee only about $362,091 at 4% or $241,394 at 6%; with 50% employer match about $241,394 at 4% or $160,929 at 6%; with 100% employer match about $181,045 at 4% or $120,697 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-16$2,585,436$231,738$14,484iApproximate average salary by contribution assumption: employee only about $362,091 at 4% or $241,394 at 6%; with 50% employer match about $241,394 at 4% or $160,929 at 6%; with 100% employer match about $181,045 at 4% or $120,697 at 6%.
2019116$2,174,119$209,993$13,125iApproximate average salary by contribution assumption: employee only about $328,114 at 4% or $218,743 at 6%; with 50% employer match about $218,743 at 4% or $145,828 at 6%; with 100% employer match about $164,057 at 4% or $109,371 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-16$2,174,119$209,993$13,125iApproximate average salary by contribution assumption: employee only about $328,114 at 4% or $218,743 at 6%; with 50% employer match about $218,743 at 4% or $145,828 at 6%; with 100% employer match about $164,057 at 4% or $109,371 at 6%.
2018111$1,676,615$178,075$16,189iApproximate average salary by contribution assumption: employee only about $404,716 at 4% or $269,811 at 6%; with 50% employer match about $269,811 at 4% or $179,874 at 6%; with 100% employer match about $202,358 at 4% or $134,905 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-11$1,676,615$178,075$16,189iApproximate average salary by contribution assumption: employee only about $404,716 at 4% or $269,811 at 6%; with 50% employer match about $269,811 at 4% or $179,874 at 6%; with 100% employer match about $202,358 at 4% or $134,905 at 6%.
2017110$1,689,815$146,701$14,670iApproximate average salary by contribution assumption: employee only about $366,753 at 4% or $244,502 at 6%; with 50% employer match about $244,502 at 4% or $163,001 at 6%; with 100% employer match about $183,376 at 4% or $122,251 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-10$1,689,815$146,701$14,670iApproximate average salary by contribution assumption: employee only about $366,753 at 4% or $244,502 at 6%; with 50% employer match about $244,502 at 4% or $163,001 at 6%; with 100% employer match about $183,376 at 4% or $122,251 at 6%.
201618$1,509,279$95,654$11,957iApproximate average salary by contribution assumption: employee only about $298,919 at 4% or $199,279 at 6%; with 50% employer match about $199,279 at 4% or $132,853 at 6%; with 100% employer match about $149,459 at 4% or $99,640 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-8$1,509,279$95,654$11,957iApproximate average salary by contribution assumption: employee only about $298,919 at 4% or $199,279 at 6%; with 50% employer match about $199,279 at 4% or $132,853 at 6%; with 100% employer match about $149,459 at 4% or $99,640 at 6%.
2015110$1,396,796$117,717$11,772iApproximate average salary by contribution assumption: employee only about $294,293 at 4% or $196,195 at 6%; with 50% employer match about $196,195 at 4% or $130,797 at 6%; with 100% employer match about $147,146 at 4% or $98,098 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-10$1,396,796$117,717$11,772iApproximate average salary by contribution assumption: employee only about $294,293 at 4% or $196,195 at 6%; with 50% employer match about $196,195 at 4% or $130,797 at 6%; with 100% employer match about $147,146 at 4% or $98,098 at 6%.
2014110$1,296,533$133,868$13,387iApproximate average salary by contribution assumption: employee only about $334,670 at 4% or $223,113 at 6%; with 50% employer match about $223,113 at 4% or $148,742 at 6%; with 100% employer match about $167,335 at 4% or $111,557 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-10$1,296,533$133,868$13,387iApproximate average salary by contribution assumption: employee only about $334,670 at 4% or $223,113 at 6%; with 50% employer match about $223,113 at 4% or $148,742 at 6%; with 100% employer match about $167,335 at 4% or $111,557 at 6%.
201319$1,112,784$120,706$13,412iApproximate average salary by contribution assumption: employee only about $335,294 at 4% or $223,530 at 6%; with 50% employer match about $223,530 at 4% or $149,020 at 6%; with 100% employer match about $167,647 at 4% or $111,765 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-9$1,112,784$120,706$13,412iApproximate average salary by contribution assumption: employee only about $335,294 at 4% or $223,530 at 6%; with 50% employer match about $223,530 at 4% or $149,020 at 6%; with 100% employer match about $167,647 at 4% or $111,765 at 6%.
2012110$915,058$110,674$11,067iApproximate average salary by contribution assumption: employee only about $276,685 at 4% or $184,457 at 6%; with 50% employer match about $184,457 at 4% or $122,971 at 6%; with 100% employer match about $138,343 at 4% or $92,228 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-10$915,058$110,674$11,067iApproximate average salary by contribution assumption: employee only about $276,685 at 4% or $184,457 at 6%; with 50% employer match about $184,457 at 4% or $122,971 at 6%; with 100% employer match about $138,343 at 4% or $92,228 at 6%.
201119$702,467$114,011$12,668iApproximate average salary by contribution assumption: employee only about $316,697 at 4% or $211,131 at 6%; with 50% employer match about $211,131 at 4% or $140,754 at 6%; with 100% employer match about $158,349 at 4% or $105,566 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-9$702,467$114,011$12,668iApproximate average salary by contribution assumption: employee only about $316,697 at 4% or $211,131 at 6%; with 50% employer match about $211,131 at 4% or $140,754 at 6%; with 100% employer match about $158,349 at 4% or $105,566 at 6%.
201019$642,718$112,775$12,531iApproximate average salary by contribution assumption: employee only about $313,264 at 4% or $208,843 at 6%; with 50% employer match about $208,843 at 4% or $139,228 at 6%; with 100% employer match about $156,632 at 4% or $104,421 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-9$642,718$112,775$12,531iApproximate average salary by contribution assumption: employee only about $313,264 at 4% or $208,843 at 6%; with 50% employer match about $208,843 at 4% or $139,228 at 6%; with 100% employer match about $156,632 at 4% or $104,421 at 6%.
200919$470,919$104,656$11,628iApproximate average salary by contribution assumption: employee only about $290,711 at 4% or $193,807 at 6%; with 50% employer match about $193,807 at 4% or $129,205 at 6%; with 100% employer match about $145,356 at 4% or $96,904 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-9$470,919$104,656$11,628iApproximate average salary by contribution assumption: employee only about $290,711 at 4% or $193,807 at 6%; with 50% employer match about $193,807 at 4% or $129,205 at 6%; with 100% employer match about $145,356 at 4% or $96,904 at 6%.
200817$269,587$100,314$14,331iApproximate average salary by contribution assumption: employee only about $358,264 at 4% or $238,843 at 6%; with 50% employer match about $238,843 at 4% or $159,229 at 6%; with 100% employer match about $179,132 at 4% or $119,421 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-7$269,587$100,314$14,331iApproximate average salary by contribution assumption: employee only about $358,264 at 4% or $238,843 at 6%; with 50% employer match about $238,843 at 4% or $159,229 at 6%; with 100% employer match about $179,132 at 4% or $119,421 at 6%.
200715$0$0-
The Cook Group Financial Advisor 401(K) P/S Plan-5---
200616$202,530$80,820$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-6$202,530$80,820$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
200516$105,900$72,273$12,046iApproximate average salary by contribution assumption: employee only about $301,138 at 4% or $200,758 at 6%; with 50% employer match about $200,758 at 4% or $133,839 at 6%; with 100% employer match about $150,569 at 4% or $100,379 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-6$105,900$72,273$12,046iApproximate average salary by contribution assumption: employee only about $301,138 at 4% or $200,758 at 6%; with 50% employer match about $200,758 at 4% or $133,839 at 6%; with 100% employer match about $150,569 at 4% or $100,379 at 6%.
200417$37,040$36,023$5,146iApproximate average salary by contribution assumption: employee only about $128,654 at 4% or $85,769 at 6%; with 50% employer match about $85,769 at 4% or $57,179 at 6%; with 100% employer match about $64,327 at 4% or $42,885 at 6%.
The Cook Group Financial Advisor 401(K) P/S Plan-7$37,040$36,023$5,146iApproximate average salary by contribution assumption: employee only about $128,654 at 4% or $85,769 at 6%; with 50% employer match about $85,769 at 4% or $57,179 at 6%; with 100% employer match about $64,327 at 4% or $42,885 at 6%.