Civic Intelligence

Comprehensive Financial Professionals Inc.

Plan context: Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan

EIN 26-0184462 • Lansdale, PA • 18 filings • 4 plans

1110 N Broad StreetLansdale, PA 19446
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,289,592

2024 Contributions

$393,186

Historical Graphs

Total Assets Over Time

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

$4,011,465$2,005,733$0200720162024YearValue
$3,289,592Latest year 2024

Participants Over Time

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

1470200720162024YearValue
14Latest 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
2024114$3,289,592$393,186$28,085iApproximate average salary by contribution assumption: employee only about $702,118 at 4% or $468,079 at 6%; with 50% employer match about $468,079 at 4% or $312,052 at 6%; with 100% employer match about $351,059 at 4% or $234,039 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-14$3,289,592$393,186$28,085iApproximate average salary by contribution assumption: employee only about $702,118 at 4% or $468,079 at 6%; with 50% employer match about $468,079 at 4% or $312,052 at 6%; with 100% employer match about $351,059 at 4% or $234,039 at 6%.
2023114$4,011,465$352,916$25,208iApproximate average salary by contribution assumption: employee only about $630,207 at 4% or $420,138 at 6%; with 50% employer match about $420,138 at 4% or $280,092 at 6%; with 100% employer match about $315,104 at 4% or $210,069 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-14$4,011,465$352,916$25,208iApproximate average salary by contribution assumption: employee only about $630,207 at 4% or $420,138 at 6%; with 50% employer match about $420,138 at 4% or $280,092 at 6%; with 100% employer match about $315,104 at 4% or $210,069 at 6%.
2022113$3,078,936$319,047$24,542iApproximate average salary by contribution assumption: employee only about $613,552 at 4% or $409,035 at 6%; with 50% employer match about $409,035 at 4% or $272,690 at 6%; with 100% employer match about $306,776 at 4% or $204,517 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-13$3,078,936$319,047$24,542iApproximate average salary by contribution assumption: employee only about $613,552 at 4% or $409,035 at 6%; with 50% employer match about $409,035 at 4% or $272,690 at 6%; with 100% employer match about $306,776 at 4% or $204,517 at 6%.
2021113$3,528,500$340,047$26,157iApproximate average salary by contribution assumption: employee only about $653,937 at 4% or $435,958 at 6%; with 50% employer match about $435,958 at 4% or $290,638 at 6%; with 100% employer match about $326,968 at 4% or $217,979 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-13$3,528,500$340,047$26,157iApproximate average salary by contribution assumption: employee only about $653,937 at 4% or $435,958 at 6%; with 50% employer match about $435,958 at 4% or $290,638 at 6%; with 100% employer match about $326,968 at 4% or $217,979 at 6%.
2020113$2,781,180$299,508$23,039iApproximate average salary by contribution assumption: employee only about $575,977 at 4% or $383,985 at 6%; with 50% employer match about $383,985 at 4% or $255,990 at 6%; with 100% employer match about $287,988 at 4% or $191,992 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-13$2,781,180$299,508$23,039iApproximate average salary by contribution assumption: employee only about $575,977 at 4% or $383,985 at 6%; with 50% employer match about $383,985 at 4% or $255,990 at 6%; with 100% employer match about $287,988 at 4% or $191,992 at 6%.
2019110$2,114,369$265,578$26,558iApproximate average salary by contribution assumption: employee only about $663,945 at 4% or $442,630 at 6%; with 50% employer match about $442,630 at 4% or $295,087 at 6%; with 100% employer match about $331,973 at 4% or $221,315 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-10$2,114,369$265,578$26,558iApproximate average salary by contribution assumption: employee only about $663,945 at 4% or $442,630 at 6%; with 50% employer match about $442,630 at 4% or $295,087 at 6%; with 100% employer match about $331,973 at 4% or $221,315 at 6%.
201818$1,443,267$271,465$33,933iApproximate average salary by contribution assumption: employee only about $848,328 at 4% or $565,552 at 6%; with 50% employer match about $565,552 at 4% or $377,035 at 6%; with 100% employer match about $424,164 at 4% or $282,776 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-8$1,443,267$271,465$33,933iApproximate average salary by contribution assumption: employee only about $848,328 at 4% or $565,552 at 6%; with 50% employer match about $565,552 at 4% or $377,035 at 6%; with 100% employer match about $424,164 at 4% or $282,776 at 6%.
201716$1,353,745$141,527$23,588iApproximate average salary by contribution assumption: employee only about $589,696 at 4% or $393,131 at 6%; with 50% employer match about $393,131 at 4% or $262,087 at 6%; with 100% employer match about $294,848 at 4% or $196,565 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-6$1,353,745$141,527$23,588iApproximate average salary by contribution assumption: employee only about $589,696 at 4% or $393,131 at 6%; with 50% employer match about $393,131 at 4% or $262,087 at 6%; with 100% employer match about $294,848 at 4% or $196,565 at 6%.
201616$1,079,095$123,570$20,595iApproximate average salary by contribution assumption: employee only about $514,875 at 4% or $343,250 at 6%; with 50% employer match about $343,250 at 4% or $228,833 at 6%; with 100% employer match about $257,438 at 4% or $171,625 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-6$1,079,095$123,570$20,595iApproximate average salary by contribution assumption: employee only about $514,875 at 4% or $343,250 at 6%; with 50% employer match about $343,250 at 4% or $228,833 at 6%; with 100% employer match about $257,438 at 4% or $171,625 at 6%.
201517$966,403$129,001$18,429iApproximate average salary by contribution assumption: employee only about $460,718 at 4% or $307,145 at 6%; with 50% employer match about $307,145 at 4% or $204,763 at 6%; with 100% employer match about $230,359 at 4% or $153,573 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-7$966,403$129,001$18,429iApproximate average salary by contribution assumption: employee only about $460,718 at 4% or $307,145 at 6%; with 50% employer match about $307,145 at 4% or $204,763 at 6%; with 100% employer match about $230,359 at 4% or $153,573 at 6%.
201416$843,084$111,358$18,560iApproximate average salary by contribution assumption: employee only about $463,992 at 4% or $309,328 at 6%; with 50% employer match about $309,328 at 4% or $206,219 at 6%; with 100% employer match about $231,996 at 4% or $154,664 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-6$843,084$111,358$18,560iApproximate average salary by contribution assumption: employee only about $463,992 at 4% or $309,328 at 6%; with 50% employer match about $309,328 at 4% or $206,219 at 6%; with 100% employer match about $231,996 at 4% or $154,664 at 6%.
201314$678,365$88,299$22,075iApproximate average salary by contribution assumption: employee only about $551,869 at 4% or $367,913 at 6%; with 50% employer match about $367,913 at 4% or $245,275 at 6%; with 100% employer match about $275,934 at 4% or $183,956 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-4$678,365$88,299$22,075iApproximate average salary by contribution assumption: employee only about $551,869 at 4% or $367,913 at 6%; with 50% employer match about $367,913 at 4% or $245,275 at 6%; with 100% employer match about $275,934 at 4% or $183,956 at 6%.
201214$469,472$82,414$20,604iApproximate average salary by contribution assumption: employee only about $515,088 at 4% or $343,392 at 6%; with 50% employer match about $343,392 at 4% or $228,928 at 6%; with 100% employer match about $257,544 at 4% or $171,696 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-4$469,472$82,414$20,604iApproximate average salary by contribution assumption: employee only about $515,088 at 4% or $343,392 at 6%; with 50% employer match about $343,392 at 4% or $228,928 at 6%; with 100% employer match about $257,544 at 4% or $171,696 at 6%.
201113$337,502$75,185$25,062iApproximate average salary by contribution assumption: employee only about $626,542 at 4% or $417,694 at 6%; with 50% employer match about $417,694 at 4% or $278,463 at 6%; with 100% employer match about $313,271 at 4% or $208,847 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-3$337,502$75,185$25,062iApproximate average salary by contribution assumption: employee only about $626,542 at 4% or $417,694 at 6%; with 50% employer match about $417,694 at 4% or $278,463 at 6%; with 100% employer match about $313,271 at 4% or $208,847 at 6%.
201013$278,022$69,028$23,009iApproximate average salary by contribution assumption: employee only about $575,233 at 4% or $383,489 at 6%; with 50% employer match about $383,489 at 4% or $255,659 at 6%; with 100% employer match about $287,617 at 4% or $191,744 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-3$278,022$69,028$23,009iApproximate average salary by contribution assumption: employee only about $575,233 at 4% or $383,489 at 6%; with 50% employer match about $383,489 at 4% or $255,659 at 6%; with 100% employer match about $287,617 at 4% or $191,744 at 6%.
200913$175,429$56,818$18,939iApproximate average salary by contribution assumption: employee only about $473,483 at 4% or $315,656 at 6%; with 50% employer match about $315,656 at 4% or $210,437 at 6%; with 100% employer match about $236,742 at 4% or $157,828 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-3$175,429$56,818$18,939iApproximate average salary by contribution assumption: employee only about $473,483 at 4% or $315,656 at 6%; with 50% employer match about $315,656 at 4% or $210,437 at 6%; with 100% employer match about $236,742 at 4% or $157,828 at 6%.
200813$87,475$45,429$15,143iApproximate average salary by contribution assumption: employee only about $378,575 at 4% or $252,383 at 6%; with 50% employer match about $252,383 at 4% or $168,256 at 6%; with 100% employer match about $189,288 at 4% or $126,192 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-3$87,475$45,429$15,143iApproximate average salary by contribution assumption: employee only about $378,575 at 4% or $252,383 at 6%; with 50% employer match about $252,383 at 4% or $168,256 at 6%; with 100% employer match about $189,288 at 4% or $126,192 at 6%.
200713$76,818$50,416$16,805iApproximate average salary by contribution assumption: employee only about $420,133 at 4% or $280,089 at 6%; with 50% employer match about $280,089 at 4% or $186,726 at 6%; with 100% employer match about $210,067 at 4% or $140,044 at 6%.
Comprehensive Financial Professionals Inc. 401(K) Profit Sharing Plan-3$76,818$50,416$16,805iApproximate average salary by contribution assumption: employee only about $420,133 at 4% or $280,089 at 6%; with 50% employer match about $280,089 at 4% or $186,726 at 6%; with 100% employer match about $210,067 at 4% or $140,044 at 6%.