Civic Intelligence

Carl, Amber, Brian, Isaiah and Associates

Plan context: Cbai & Associates 401(K) Profit Sharing Plan

EIN 20-5680040 • Fredericksburg, VA • 18 filings • 4 plans

100 Riverside Pkwy.Suite 205Fredericksburg, VA 22406
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$694,222

2024 Contributions

$35,412

Historical Graphs

Total Assets Over Time

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

$1,278,256$639,128$0200720162024YearValue
$694,222Latest year 2024

Participants Over Time

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

86430200720162024YearValue
47Latest 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
2024147$694,222$35,412$753iApproximate average salary by contribution assumption: employee only about $18,836 at 4% or $12,557 at 6%; with 50% employer match about $12,557 at 4% or $8,372 at 6%; with 100% employer match about $9,418 at 4% or $6,279 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-47$694,222$35,412$753iApproximate average salary by contribution assumption: employee only about $18,836 at 4% or $12,557 at 6%; with 50% employer match about $12,557 at 4% or $8,372 at 6%; with 100% employer match about $9,418 at 4% or $6,279 at 6%.
2023146$581,280$72,130$1,568iApproximate average salary by contribution assumption: employee only about $39,201 at 4% or $26,134 at 6%; with 50% employer match about $26,134 at 4% or $17,423 at 6%; with 100% employer match about $19,601 at 4% or $13,067 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-46$581,280$72,130$1,568iApproximate average salary by contribution assumption: employee only about $39,201 at 4% or $26,134 at 6%; with 50% employer match about $26,134 at 4% or $17,423 at 6%; with 100% employer match about $19,601 at 4% or $13,067 at 6%.
2022148$563,314$26,464$551iApproximate average salary by contribution assumption: employee only about $13,783 at 4% or $9,189 at 6%; with 50% employer match about $9,189 at 4% or $6,126 at 6%; with 100% employer match about $6,892 at 4% or $4,594 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-48$563,314$26,464$551iApproximate average salary by contribution assumption: employee only about $13,783 at 4% or $9,189 at 6%; with 50% employer match about $9,189 at 4% or $6,126 at 6%; with 100% employer match about $6,892 at 4% or $4,594 at 6%.
2021147$700,751$55,771$1,187iApproximate average salary by contribution assumption: employee only about $29,665 at 4% or $19,777 at 6%; with 50% employer match about $19,777 at 4% or $13,185 at 6%; with 100% employer match about $14,833 at 4% or $9,888 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-47$700,751$55,771$1,187iApproximate average salary by contribution assumption: employee only about $29,665 at 4% or $19,777 at 6%; with 50% employer match about $19,777 at 4% or $13,185 at 6%; with 100% employer match about $14,833 at 4% or $9,888 at 6%.
2020152$634,910$29,018$558iApproximate average salary by contribution assumption: employee only about $13,951 at 4% or $9,301 at 6%; with 50% employer match about $9,301 at 4% or $6,200 at 6%; with 100% employer match about $6,975 at 4% or $4,650 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-52$634,910$29,018$558iApproximate average salary by contribution assumption: employee only about $13,951 at 4% or $9,301 at 6%; with 50% employer match about $9,301 at 4% or $6,200 at 6%; with 100% employer match about $6,975 at 4% or $4,650 at 6%.
2019150$531,982$52,344$1,047iApproximate average salary by contribution assumption: employee only about $26,172 at 4% or $17,448 at 6%; with 50% employer match about $17,448 at 4% or $11,632 at 6%; with 100% employer match about $13,086 at 4% or $8,724 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-50$531,982$52,344$1,047iApproximate average salary by contribution assumption: employee only about $26,172 at 4% or $17,448 at 6%; with 50% employer match about $17,448 at 4% or $11,632 at 6%; with 100% employer match about $13,086 at 4% or $8,724 at 6%.
2018168$951,599$317,037$4,662iApproximate average salary by contribution assumption: employee only about $116,558 at 4% or $77,705 at 6%; with 50% employer match about $77,705 at 4% or $51,803 at 6%; with 100% employer match about $58,279 at 4% or $38,853 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-68$951,599$317,037$4,662iApproximate average salary by contribution assumption: employee only about $116,558 at 4% or $77,705 at 6%; with 50% employer match about $77,705 at 4% or $51,803 at 6%; with 100% employer match about $58,279 at 4% or $38,853 at 6%.
2017186$1,278,256$350,571$4,076iApproximate average salary by contribution assumption: employee only about $101,910 at 4% or $67,940 at 6%; with 50% employer match about $67,940 at 4% or $45,293 at 6%; with 100% employer match about $50,955 at 4% or $33,970 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-86$1,278,256$350,571$4,076iApproximate average salary by contribution assumption: employee only about $101,910 at 4% or $67,940 at 6%; with 50% employer match about $67,940 at 4% or $45,293 at 6%; with 100% employer match about $50,955 at 4% or $33,970 at 6%.
2016173$791,973$177,047$2,425iApproximate average salary by contribution assumption: employee only about $60,633 at 4% or $40,422 at 6%; with 50% employer match about $40,422 at 4% or $26,948 at 6%; with 100% employer match about $30,316 at 4% or $20,211 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-73$791,973$177,047$2,425iApproximate average salary by contribution assumption: employee only about $60,633 at 4% or $40,422 at 6%; with 50% employer match about $40,422 at 4% or $26,948 at 6%; with 100% employer match about $30,316 at 4% or $20,211 at 6%.
2015131$680,905$112,643$3,634iApproximate average salary by contribution assumption: employee only about $90,841 at 4% or $60,561 at 6%; with 50% employer match about $60,561 at 4% or $40,374 at 6%; with 100% employer match about $45,421 at 4% or $30,280 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-31$680,905$112,643$3,634iApproximate average salary by contribution assumption: employee only about $90,841 at 4% or $60,561 at 6%; with 50% employer match about $60,561 at 4% or $40,374 at 6%; with 100% employer match about $45,421 at 4% or $30,280 at 6%.
2014135$951,437$296,270$8,465iApproximate average salary by contribution assumption: employee only about $211,621 at 4% or $141,081 at 6%; with 50% employer match about $141,081 at 4% or $94,054 at 6%; with 100% employer match about $105,811 at 4% or $70,540 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-35$951,437$296,270$8,465iApproximate average salary by contribution assumption: employee only about $211,621 at 4% or $141,081 at 6%; with 50% employer match about $141,081 at 4% or $94,054 at 6%; with 100% employer match about $105,811 at 4% or $70,540 at 6%.
2013132$791,874$227,014$7,094iApproximate average salary by contribution assumption: employee only about $177,355 at 4% or $118,236 at 6%; with 50% employer match about $118,236 at 4% or $78,824 at 6%; with 100% employer match about $88,677 at 4% or $59,118 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-32$791,874$227,014$7,094iApproximate average salary by contribution assumption: employee only about $177,355 at 4% or $118,236 at 6%; with 50% employer match about $118,236 at 4% or $78,824 at 6%; with 100% employer match about $88,677 at 4% or $59,118 at 6%.
2012136$542,491$192,595$5,350iApproximate average salary by contribution assumption: employee only about $133,747 at 4% or $89,164 at 6%; with 50% employer match about $89,164 at 4% or $59,443 at 6%; with 100% employer match about $66,873 at 4% or $44,582 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-36$542,491$192,595$5,350iApproximate average salary by contribution assumption: employee only about $133,747 at 4% or $89,164 at 6%; with 50% employer match about $89,164 at 4% or $59,443 at 6%; with 100% employer match about $66,873 at 4% or $44,582 at 6%.
2011136$384,027$148,793$4,133iApproximate average salary by contribution assumption: employee only about $103,328 at 4% or $68,886 at 6%; with 50% employer match about $68,886 at 4% or $45,924 at 6%; with 100% employer match about $51,664 at 4% or $34,443 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-36$384,027$148,793$4,133iApproximate average salary by contribution assumption: employee only about $103,328 at 4% or $68,886 at 6%; with 50% employer match about $68,886 at 4% or $45,924 at 6%; with 100% employer match about $51,664 at 4% or $34,443 at 6%.
2010155$270,909$120,045$2,183iApproximate average salary by contribution assumption: employee only about $54,566 at 4% or $36,377 at 6%; with 50% employer match about $36,377 at 4% or $24,252 at 6%; with 100% employer match about $27,283 at 4% or $18,189 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-55$270,909$120,045$2,183iApproximate average salary by contribution assumption: employee only about $54,566 at 4% or $36,377 at 6%; with 50% employer match about $36,377 at 4% or $24,252 at 6%; with 100% employer match about $27,283 at 4% or $18,189 at 6%.
2009117$184,018$101,574$5,975iApproximate average salary by contribution assumption: employee only about $149,374 at 4% or $99,582 at 6%; with 50% employer match about $99,582 at 4% or $66,388 at 6%; with 100% employer match about $74,687 at 4% or $49,791 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-17$184,018$101,574$5,975iApproximate average salary by contribution assumption: employee only about $149,374 at 4% or $99,582 at 6%; with 50% employer match about $99,582 at 4% or $66,388 at 6%; with 100% employer match about $74,687 at 4% or $49,791 at 6%.
2008112$0$0-
Cbai & Associates 401(K) Profit Sharing Plan-12---
200716$41,200$40,368$6,728iApproximate average salary by contribution assumption: employee only about $168,200 at 4% or $112,133 at 6%; with 50% employer match about $112,133 at 4% or $74,756 at 6%; with 100% employer match about $84,100 at 4% or $56,067 at 6%.
Cbai & Associates 401(K) Profit Sharing Plan-6$41,200$40,368$6,728iApproximate average salary by contribution assumption: employee only about $168,200 at 4% or $112,133 at 6%; with 50% employer match about $112,133 at 4% or $74,756 at 6%; with 100% employer match about $84,100 at 4% or $56,067 at 6%.