Cases by Source Inc.
Plan context: Cases by Source Profit Sharing and 401K Plan
EIN 22-3749518 • Mahwah, NJ • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$3,889,630
2024 Contributions
$298,447
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 30 | $3,889,630 | $298,447 | $9,948iApproximate average salary by contribution assumption: employee only about $248,706 at 4% or $165,804 at 6%; with 50% employer match about $165,804 at 4% or $110,536 at 6%; with 100% employer match about $124,353 at 4% or $82,902 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 30 | $3,889,630 | $298,447 | $9,948iApproximate average salary by contribution assumption: employee only about $248,706 at 4% or $165,804 at 6%; with 50% employer match about $165,804 at 4% or $110,536 at 6%; with 100% employer match about $124,353 at 4% or $82,902 at 6%. |
| 2023 | 1 | 30 | $3,475,648 | $311,627 | $10,388iApproximate average salary by contribution assumption: employee only about $259,689 at 4% or $173,126 at 6%; with 50% employer match about $173,126 at 4% or $115,417 at 6%; with 100% employer match about $129,845 at 4% or $86,563 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 30 | $3,475,648 | $311,627 | $10,388iApproximate average salary by contribution assumption: employee only about $259,689 at 4% or $173,126 at 6%; with 50% employer match about $173,126 at 4% or $115,417 at 6%; with 100% employer match about $129,845 at 4% or $86,563 at 6%. |
| 2022 | 1 | 25 | $2,838,632 | $286,510 | $11,460iApproximate average salary by contribution assumption: employee only about $286,510 at 4% or $191,007 at 6%; with 50% employer match about $191,007 at 4% or $127,338 at 6%; with 100% employer match about $143,255 at 4% or $95,503 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 25 | $2,838,632 | $286,510 | $11,460iApproximate average salary by contribution assumption: employee only about $286,510 at 4% or $191,007 at 6%; with 50% employer match about $191,007 at 4% or $127,338 at 6%; with 100% employer match about $143,255 at 4% or $95,503 at 6%. |
| 2021 | 1 | 23 | $3,302,031 | $383,672 | $16,681iApproximate average salary by contribution assumption: employee only about $417,035 at 4% or $278,023 at 6%; with 50% employer match about $278,023 at 4% or $185,349 at 6%; with 100% employer match about $208,517 at 4% or $139,012 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 23 | $3,302,031 | $383,672 | $16,681iApproximate average salary by contribution assumption: employee only about $417,035 at 4% or $278,023 at 6%; with 50% employer match about $278,023 at 4% or $185,349 at 6%; with 100% employer match about $208,517 at 4% or $139,012 at 6%. |
| 2020 | 1 | 22 | $2,554,914 | $248,628 | $11,301iApproximate average salary by contribution assumption: employee only about $282,532 at 4% or $188,355 at 6%; with 50% employer match about $188,355 at 4% or $125,570 at 6%; with 100% employer match about $141,266 at 4% or $94,177 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 22 | $2,554,914 | $248,628 | $11,301iApproximate average salary by contribution assumption: employee only about $282,532 at 4% or $188,355 at 6%; with 50% employer match about $188,355 at 4% or $125,570 at 6%; with 100% employer match about $141,266 at 4% or $94,177 at 6%. |
| 2019 | 1 | 17 | $2,003,866 | $296,614 | $17,448iApproximate average salary by contribution assumption: employee only about $436,197 at 4% or $290,798 at 6%; with 50% employer match about $290,798 at 4% or $193,865 at 6%; with 100% employer match about $218,099 at 4% or $145,399 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 17 | $2,003,866 | $296,614 | $17,448iApproximate average salary by contribution assumption: employee only about $436,197 at 4% or $290,798 at 6%; with 50% employer match about $290,798 at 4% or $193,865 at 6%; with 100% employer match about $218,099 at 4% or $145,399 at 6%. |
| 2018 | 1 | 15 | $1,380,503 | $212,882 | $14,192iApproximate average salary by contribution assumption: employee only about $354,803 at 4% or $236,536 at 6%; with 50% employer match about $236,536 at 4% or $157,690 at 6%; with 100% employer match about $177,402 at 4% or $118,268 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 15 | $1,380,503 | $212,882 | $14,192iApproximate average salary by contribution assumption: employee only about $354,803 at 4% or $236,536 at 6%; with 50% employer match about $236,536 at 4% or $157,690 at 6%; with 100% employer match about $177,402 at 4% or $118,268 at 6%. |
| 2017 | 1 | 15 | $1,295,901 | $213,152 | $14,210iApproximate average salary by contribution assumption: employee only about $355,253 at 4% or $236,836 at 6%; with 50% employer match about $236,836 at 4% or $157,890 at 6%; with 100% employer match about $177,627 at 4% or $118,418 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 15 | $1,295,901 | $213,152 | $14,210iApproximate average salary by contribution assumption: employee only about $355,253 at 4% or $236,836 at 6%; with 50% employer match about $236,836 at 4% or $157,890 at 6%; with 100% employer match about $177,627 at 4% or $118,418 at 6%. |
| 2016 | 1 | 15 | $902,632 | $177,540 | $11,836iApproximate average salary by contribution assumption: employee only about $295,900 at 4% or $197,267 at 6%; with 50% employer match about $197,267 at 4% or $131,511 at 6%; with 100% employer match about $147,950 at 4% or $98,633 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 15 | $902,632 | $177,540 | $11,836iApproximate average salary by contribution assumption: employee only about $295,900 at 4% or $197,267 at 6%; with 50% employer match about $197,267 at 4% or $131,511 at 6%; with 100% employer match about $147,950 at 4% or $98,633 at 6%. |
| 2015 | 1 | 14 | $2,999,316 | $123,769 | $8,841iApproximate average salary by contribution assumption: employee only about $221,016 at 4% or $147,344 at 6%; with 50% employer match about $147,344 at 4% or $98,229 at 6%; with 100% employer match about $110,508 at 4% or $73,672 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 14 | $2,999,316 | $123,769 | $8,841iApproximate average salary by contribution assumption: employee only about $221,016 at 4% or $147,344 at 6%; with 50% employer match about $147,344 at 4% or $98,229 at 6%; with 100% employer match about $110,508 at 4% or $73,672 at 6%. |
| 2014 | 1 | 14 | $2,937,495 | $113,040 | $8,074iApproximate average salary by contribution assumption: employee only about $201,857 at 4% or $134,571 at 6%; with 50% employer match about $134,571 at 4% or $89,714 at 6%; with 100% employer match about $100,929 at 4% or $67,286 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 14 | $2,937,495 | $113,040 | $8,074iApproximate average salary by contribution assumption: employee only about $201,857 at 4% or $134,571 at 6%; with 50% employer match about $134,571 at 4% or $89,714 at 6%; with 100% employer match about $100,929 at 4% or $67,286 at 6%. |
| 2013 | 1 | 12 | $2,694,176 | $105,940 | $8,828iApproximate average salary by contribution assumption: employee only about $220,708 at 4% or $147,139 at 6%; with 50% employer match about $147,139 at 4% or $98,093 at 6%; with 100% employer match about $110,354 at 4% or $73,569 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 12 | $2,694,176 | $105,940 | $8,828iApproximate average salary by contribution assumption: employee only about $220,708 at 4% or $147,139 at 6%; with 50% employer match about $147,139 at 4% or $98,093 at 6%; with 100% employer match about $110,354 at 4% or $73,569 at 6%. |
| 2012 | 1 | 13 | $2,214,273 | $89,321 | $6,871iApproximate average salary by contribution assumption: employee only about $171,771 at 4% or $114,514 at 6%; with 50% employer match about $114,514 at 4% or $76,343 at 6%; with 100% employer match about $85,886 at 4% or $57,257 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 13 | $2,214,273 | $89,321 | $6,871iApproximate average salary by contribution assumption: employee only about $171,771 at 4% or $114,514 at 6%; with 50% employer match about $114,514 at 4% or $76,343 at 6%; with 100% employer match about $85,886 at 4% or $57,257 at 6%. |
| 2011 | 1 | 11 | $1,879,508 | $371,060 | $33,733iApproximate average salary by contribution assumption: employee only about $843,318 at 4% or $562,212 at 6%; with 50% employer match about $562,212 at 4% or $374,808 at 6%; with 100% employer match about $421,659 at 4% or $281,106 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 11 | $1,879,508 | $371,060 | $33,733iApproximate average salary by contribution assumption: employee only about $843,318 at 4% or $562,212 at 6%; with 50% employer match about $562,212 at 4% or $374,808 at 6%; with 100% employer match about $421,659 at 4% or $281,106 at 6%. |
| 2010 | 1 | 13 | $1,649,225 | $77,117 | $5,932iApproximate average salary by contribution assumption: employee only about $148,302 at 4% or $98,868 at 6%; with 50% employer match about $98,868 at 4% or $65,912 at 6%; with 100% employer match about $74,151 at 4% or $49,434 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 13 | $1,649,225 | $77,117 | $5,932iApproximate average salary by contribution assumption: employee only about $148,302 at 4% or $98,868 at 6%; with 50% employer match about $98,868 at 4% or $65,912 at 6%; with 100% employer match about $74,151 at 4% or $49,434 at 6%. |
| 2009 | 1 | 12 | $1,450,454 | $83,371 | $6,948iApproximate average salary by contribution assumption: employee only about $173,690 at 4% or $115,793 at 6%; with 50% employer match about $115,793 at 4% or $77,195 at 6%; with 100% employer match about $86,845 at 4% or $57,897 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 12 | $1,450,454 | $83,371 | $6,948iApproximate average salary by contribution assumption: employee only about $173,690 at 4% or $115,793 at 6%; with 50% employer match about $115,793 at 4% or $77,195 at 6%; with 100% employer match about $86,845 at 4% or $57,897 at 6%. |
| 2008 | 1 | 12 | $1,089,494 | $77,453 | $6,454iApproximate average salary by contribution assumption: employee only about $161,360 at 4% or $107,574 at 6%; with 50% employer match about $107,574 at 4% or $71,716 at 6%; with 100% employer match about $80,680 at 4% or $53,787 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 12 | $1,089,494 | $77,453 | $6,454iApproximate average salary by contribution assumption: employee only about $161,360 at 4% or $107,574 at 6%; with 50% employer match about $107,574 at 4% or $71,716 at 6%; with 100% employer match about $80,680 at 4% or $53,787 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Cases by Source Profit Sharing and 401K Plan | - | 9 | - | - | - |
| 2006 | 1 | 10 | $1,662,585 | $103,301 | $10,330iApproximate average salary by contribution assumption: employee only about $258,253 at 4% or $172,168 at 6%; with 50% employer match about $172,168 at 4% or $114,779 at 6%; with 100% employer match about $129,126 at 4% or $86,084 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 10 | $1,662,585 | $103,301 | $10,330iApproximate average salary by contribution assumption: employee only about $258,253 at 4% or $172,168 at 6%; with 50% employer match about $172,168 at 4% or $114,779 at 6%; with 100% employer match about $129,126 at 4% or $86,084 at 6%. |
| 2005 | 1 | 10 | $1,349,754 | $80,016 | $8,002iApproximate average salary by contribution assumption: employee only about $200,040 at 4% or $133,360 at 6%; with 50% employer match about $133,360 at 4% or $88,907 at 6%; with 100% employer match about $100,020 at 4% or $66,680 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 10 | $1,349,754 | $80,016 | $8,002iApproximate average salary by contribution assumption: employee only about $200,040 at 4% or $133,360 at 6%; with 50% employer match about $133,360 at 4% or $88,907 at 6%; with 100% employer match about $100,020 at 4% or $66,680 at 6%. |
| 2004 | 1 | 13 | $2,142,720 | $56,052 | $4,312iApproximate average salary by contribution assumption: employee only about $107,792 at 4% or $71,862 at 6%; with 50% employer match about $71,862 at 4% or $47,908 at 6%; with 100% employer match about $53,896 at 4% or $35,931 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 13 | $2,142,720 | $56,052 | $4,312iApproximate average salary by contribution assumption: employee only about $107,792 at 4% or $71,862 at 6%; with 50% employer match about $71,862 at 4% or $47,908 at 6%; with 100% employer match about $53,896 at 4% or $35,931 at 6%. |
| 2003 | 1 | 13 | $1,830,805 | $41,211 | $3,170iApproximate average salary by contribution assumption: employee only about $79,252 at 4% or $52,835 at 6%; with 50% employer match about $52,835 at 4% or $35,223 at 6%; with 100% employer match about $39,626 at 4% or $26,417 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 13 | $1,830,805 | $41,211 | $3,170iApproximate average salary by contribution assumption: employee only about $79,252 at 4% or $52,835 at 6%; with 50% employer match about $52,835 at 4% or $35,223 at 6%; with 100% employer match about $39,626 at 4% or $26,417 at 6%. |
| 2002 | 1 | 12 | $1,380,489 | $62,424 | $5,202iApproximate average salary by contribution assumption: employee only about $130,050 at 4% or $86,700 at 6%; with 50% employer match about $86,700 at 4% or $57,800 at 6%; with 100% employer match about $65,025 at 4% or $43,350 at 6%. |
| Cases by Source Profit Sharing and 401K Plan | - | 12 | $1,380,489 | $62,424 | $5,202iApproximate average salary by contribution assumption: employee only about $130,050 at 4% or $86,700 at 6%; with 50% employer match about $86,700 at 4% or $57,800 at 6%; with 100% employer match about $65,025 at 4% or $43,350 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Cases by Source Profit Sharing and 401K Plan | - | 11 | - | - | - |