Civic Intelligence

Cedar Brook Financial Partners LLC

Plan context: Cedar Brook Financial Partners LLC 401(K) Plan

EIN 20-3168699 • Cleveland, OH • 19 filings • 2 plans

5885 Landerbrook DriveSuite 200Cleveland, OH 44124
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$2,931,321

2024 Contributions

$124,875

Historical Graphs

Total Assets Over Time

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

$4,726,112$2,363,056$0200620152023YearValue
$2,931,321Latest year 2023

Participants Over Time

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

43220200620152023YearValue
43Latest 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$124,875-
Cedar Brook Financial Partners LLC 401(K) Plan-0$0$124,875-
2023143$2,931,321$285,938$6,650iApproximate average salary by contribution assumption: employee only about $166,243 at 4% or $110,829 at 6%; with 50% employer match about $110,829 at 4% or $73,886 at 6%; with 100% employer match about $83,122 at 4% or $55,414 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-43$2,931,321$285,938$6,650iApproximate average salary by contribution assumption: employee only about $166,243 at 4% or $110,829 at 6%; with 50% employer match about $110,829 at 4% or $73,886 at 6%; with 100% employer match about $83,122 at 4% or $55,414 at 6%.
2022140$3,253,092$265,413$6,635iApproximate average salary by contribution assumption: employee only about $165,883 at 4% or $110,589 at 6%; with 50% employer match about $110,589 at 4% or $73,726 at 6%; with 100% employer match about $82,942 at 4% or $55,294 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-40$3,253,092$265,413$6,635iApproximate average salary by contribution assumption: employee only about $165,883 at 4% or $110,589 at 6%; with 50% employer match about $110,589 at 4% or $73,726 at 6%; with 100% employer match about $82,942 at 4% or $55,294 at 6%.
2021140$4,726,112$307,197$7,680iApproximate average salary by contribution assumption: employee only about $191,998 at 4% or $127,999 at 6%; with 50% employer match about $127,999 at 4% or $85,333 at 6%; with 100% employer match about $95,999 at 4% or $63,999 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-40$4,726,112$307,197$7,680iApproximate average salary by contribution assumption: employee only about $191,998 at 4% or $127,999 at 6%; with 50% employer match about $127,999 at 4% or $85,333 at 6%; with 100% employer match about $95,999 at 4% or $63,999 at 6%.
2020142$3,978,372$234,457$5,582iApproximate average salary by contribution assumption: employee only about $139,558 at 4% or $93,038 at 6%; with 50% employer match about $93,038 at 4% or $62,026 at 6%; with 100% employer match about $69,779 at 4% or $46,519 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-42$3,978,372$234,457$5,582iApproximate average salary by contribution assumption: employee only about $139,558 at 4% or $93,038 at 6%; with 50% employer match about $93,038 at 4% or $62,026 at 6%; with 100% employer match about $69,779 at 4% or $46,519 at 6%.
2019138$3,492,705$215,478$5,670iApproximate average salary by contribution assumption: employee only about $141,762 at 4% or $94,508 at 6%; with 50% employer match about $94,508 at 4% or $63,005 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-38$3,492,705$215,478$5,670iApproximate average salary by contribution assumption: employee only about $141,762 at 4% or $94,508 at 6%; with 50% employer match about $94,508 at 4% or $63,005 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%.
2018137$2,867,748$245,109$6,625iApproximate average salary by contribution assumption: employee only about $165,614 at 4% or $110,409 at 6%; with 50% employer match about $110,409 at 4% or $73,606 at 6%; with 100% employer match about $82,807 at 4% or $55,205 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-37$2,867,748$245,109$6,625iApproximate average salary by contribution assumption: employee only about $165,614 at 4% or $110,409 at 6%; with 50% employer match about $110,409 at 4% or $73,606 at 6%; with 100% employer match about $82,807 at 4% or $55,205 at 6%.
2017141$2,986,449$258,087$6,295iApproximate average salary by contribution assumption: employee only about $157,370 at 4% or $104,913 at 6%; with 50% employer match about $104,913 at 4% or $69,942 at 6%; with 100% employer match about $78,685 at 4% or $52,457 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-41$2,986,449$258,087$6,295iApproximate average salary by contribution assumption: employee only about $157,370 at 4% or $104,913 at 6%; with 50% employer match about $104,913 at 4% or $69,942 at 6%; with 100% employer match about $78,685 at 4% or $52,457 at 6%.
2016137$2,325,171$191,191$5,167iApproximate average salary by contribution assumption: employee only about $129,183 at 4% or $86,122 at 6%; with 50% employer match about $86,122 at 4% or $57,415 at 6%; with 100% employer match about $64,592 at 4% or $43,061 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-37$2,325,171$191,191$5,167iApproximate average salary by contribution assumption: employee only about $129,183 at 4% or $86,122 at 6%; with 50% employer match about $86,122 at 4% or $57,415 at 6%; with 100% employer match about $64,592 at 4% or $43,061 at 6%.
2015135$2,148,031$263,127$7,518iApproximate average salary by contribution assumption: employee only about $187,948 at 4% or $125,299 at 6%; with 50% employer match about $125,299 at 4% or $83,532 at 6%; with 100% employer match about $93,974 at 4% or $62,649 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-35$2,148,031$263,127$7,518iApproximate average salary by contribution assumption: employee only about $187,948 at 4% or $125,299 at 6%; with 50% employer match about $125,299 at 4% or $83,532 at 6%; with 100% employer match about $93,974 at 4% or $62,649 at 6%.
2014135$1,902,925$268,515$7,672iApproximate average salary by contribution assumption: employee only about $191,796 at 4% or $127,864 at 6%; with 50% employer match about $127,864 at 4% or $85,243 at 6%; with 100% employer match about $95,898 at 4% or $63,932 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-35$1,902,925$268,515$7,672iApproximate average salary by contribution assumption: employee only about $191,796 at 4% or $127,864 at 6%; with 50% employer match about $127,864 at 4% or $85,243 at 6%; with 100% employer match about $95,898 at 4% or $63,932 at 6%.
2013128$1,515,932$200,181$7,149iApproximate average salary by contribution assumption: employee only about $178,733 at 4% or $119,155 at 6%; with 50% employer match about $119,155 at 4% or $79,437 at 6%; with 100% employer match about $89,367 at 4% or $59,578 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-28$1,515,932$200,181$7,149iApproximate average salary by contribution assumption: employee only about $178,733 at 4% or $119,155 at 6%; with 50% employer match about $119,155 at 4% or $79,437 at 6%; with 100% employer match about $89,367 at 4% or $59,578 at 6%.
2012125$1,093,922$139,018$5,561iApproximate average salary by contribution assumption: employee only about $139,018 at 4% or $92,679 at 6%; with 50% employer match about $92,679 at 4% or $61,786 at 6%; with 100% employer match about $69,509 at 4% or $46,339 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-25$1,093,922$139,018$5,561iApproximate average salary by contribution assumption: employee only about $139,018 at 4% or $92,679 at 6%; with 50% employer match about $92,679 at 4% or $61,786 at 6%; with 100% employer match about $69,509 at 4% or $46,339 at 6%.
2011121$829,018$253,902$12,091iApproximate average salary by contribution assumption: employee only about $302,264 at 4% or $201,510 at 6%; with 50% employer match about $201,510 at 4% or $134,340 at 6%; with 100% employer match about $151,132 at 4% or $100,755 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-21$829,018$253,902$12,091iApproximate average salary by contribution assumption: employee only about $302,264 at 4% or $201,510 at 6%; with 50% employer match about $201,510 at 4% or $134,340 at 6%; with 100% employer match about $151,132 at 4% or $100,755 at 6%.
2010124$686,405$107,132$4,464iApproximate average salary by contribution assumption: employee only about $111,596 at 4% or $74,397 at 6%; with 50% employer match about $74,397 at 4% or $49,598 at 6%; with 100% employer match about $55,798 at 4% or $37,199 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-24$686,405$107,132$4,464iApproximate average salary by contribution assumption: employee only about $111,596 at 4% or $74,397 at 6%; with 50% employer match about $74,397 at 4% or $49,598 at 6%; with 100% employer match about $55,798 at 4% or $37,199 at 6%.
2009125$531,867$115,366$4,615iApproximate average salary by contribution assumption: employee only about $115,366 at 4% or $76,911 at 6%; with 50% employer match about $76,911 at 4% or $51,274 at 6%; with 100% employer match about $57,683 at 4% or $38,455 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-25$531,867$115,366$4,615iApproximate average salary by contribution assumption: employee only about $115,366 at 4% or $76,911 at 6%; with 50% employer match about $76,911 at 4% or $51,274 at 6%; with 100% employer match about $57,683 at 4% or $38,455 at 6%.
2008127$332,432$198,190$7,340iApproximate average salary by contribution assumption: employee only about $183,509 at 4% or $122,340 at 6%; with 50% employer match about $122,340 at 4% or $81,560 at 6%; with 100% employer match about $91,755 at 4% or $61,170 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-27$332,432$198,190$7,340iApproximate average salary by contribution assumption: employee only about $183,509 at 4% or $122,340 at 6%; with 50% employer match about $122,340 at 4% or $81,560 at 6%; with 100% employer match about $91,755 at 4% or $61,170 at 6%.
2007122$301,318$96,909$4,405iApproximate average salary by contribution assumption: employee only about $110,124 at 4% or $73,416 at 6%; with 50% employer match about $73,416 at 4% or $48,944 at 6%; with 100% employer match about $55,062 at 4% or $36,708 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-22$301,318$96,909$4,405iApproximate average salary by contribution assumption: employee only about $110,124 at 4% or $73,416 at 6%; with 50% employer match about $73,416 at 4% or $48,944 at 6%; with 100% employer match about $55,062 at 4% or $36,708 at 6%.
2006115$187,152$173,877$11,592iApproximate average salary by contribution assumption: employee only about $289,795 at 4% or $193,197 at 6%; with 50% employer match about $193,197 at 4% or $128,798 at 6%; with 100% employer match about $144,898 at 4% or $96,598 at 6%.
Cedar Brook Financial Partners LLC 401(K) Plan-15$187,152$173,877$11,592iApproximate average salary by contribution assumption: employee only about $289,795 at 4% or $193,197 at 6%; with 50% employer match about $193,197 at 4% or $128,798 at 6%; with 100% employer match about $144,898 at 4% or $96,598 at 6%.