Callahan Financial Management Group LLC
Plan context: Cfmg LLC 401(K) Plan
EIN 20-1786582 • Dayton, OH • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$366,963
2025 Contributions
$72,820
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $366,963 | $72,820 | $12,137iApproximate average salary by contribution assumption: employee only about $303,417 at 4% or $202,278 at 6%; with 50% employer match about $202,278 at 4% or $134,852 at 6%; with 100% employer match about $151,708 at 4% or $101,139 at 6%. |
| Cfmg LLC 401(K) Plan | - | 6 | $366,963 | $72,820 | $12,137iApproximate average salary by contribution assumption: employee only about $303,417 at 4% or $202,278 at 6%; with 50% employer match about $202,278 at 4% or $134,852 at 6%; with 100% employer match about $151,708 at 4% or $101,139 at 6%. |
| 2024 | 1 | 6 | $249,178 | $66,054 | $11,009iApproximate average salary by contribution assumption: employee only about $275,225 at 4% or $183,483 at 6%; with 50% employer match about $183,483 at 4% or $122,322 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%. |
| Cfmg LLC 401(K) Plan | - | 6 | $249,178 | $66,054 | $11,009iApproximate average salary by contribution assumption: employee only about $275,225 at 4% or $183,483 at 6%; with 50% employer match about $183,483 at 4% or $122,322 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%. |
| 2023 | 1 | 5 | $151,746 | $56,392 | $11,278iApproximate average salary by contribution assumption: employee only about $281,960 at 4% or $187,973 at 6%; with 50% employer match about $187,973 at 4% or $125,316 at 6%; with 100% employer match about $140,980 at 4% or $93,987 at 6%. |
| Cfmg LLC 401(K) Plan | - | 5 | $151,746 | $56,392 | $11,278iApproximate average salary by contribution assumption: employee only about $281,960 at 4% or $187,973 at 6%; with 50% employer match about $187,973 at 4% or $125,316 at 6%; with 100% employer match about $140,980 at 4% or $93,987 at 6%. |
| 2022 | 1 | 5 | $111,997 | $123,080 | $24,616iApproximate average salary by contribution assumption: employee only about $615,400 at 4% or $410,267 at 6%; with 50% employer match about $410,267 at 4% or $273,511 at 6%; with 100% employer match about $307,700 at 4% or $205,133 at 6%. |
| Cfmg LLC 401(K) Plan | - | 5 | $111,997 | $123,080 | $24,616iApproximate average salary by contribution assumption: employee only about $615,400 at 4% or $410,267 at 6%; with 50% employer match about $410,267 at 4% or $273,511 at 6%; with 100% employer match about $307,700 at 4% or $205,133 at 6%. |