Civic Intelligence

Cambridge Financial Advisors LLC

Plan context: Cambridge Financial Advisors 401(K) Plan

EIN 26-0824028 • Salida, CO • 8 filings • 1 plans

P. O. Box 1340123 G. StreetSalida, CO 81201
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$773,750

2021 Contributions

$44,134

Historical Graphs

Total Assets Over Time

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

$773,750$386,875$0201420182021YearValue
$773,750Latest year 2021

Participants Over Time

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

740201420182021YearValue
6Latest year 2021

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
202116$773,750$44,134$7,356iApproximate average salary by contribution assumption: employee only about $183,892 at 4% or $122,594 at 6%; with 50% employer match about $122,594 at 4% or $81,730 at 6%; with 100% employer match about $91,946 at 4% or $61,297 at 6%.
Cambridge Financial Advisors 401(K) Plan-6$773,750$44,134$7,356iApproximate average salary by contribution assumption: employee only about $183,892 at 4% or $122,594 at 6%; with 50% employer match about $122,594 at 4% or $81,730 at 6%; with 100% employer match about $91,946 at 4% or $61,297 at 6%.
202016$607,610$41,725$6,954iApproximate average salary by contribution assumption: employee only about $173,854 at 4% or $115,903 at 6%; with 50% employer match about $115,903 at 4% or $77,269 at 6%; with 100% employer match about $86,927 at 4% or $57,951 at 6%.
Cambridge Financial Advisors 401(K) Plan-6$607,610$41,725$6,954iApproximate average salary by contribution assumption: employee only about $173,854 at 4% or $115,903 at 6%; with 50% employer match about $115,903 at 4% or $77,269 at 6%; with 100% employer match about $86,927 at 4% or $57,951 at 6%.
201917$535,875$78,549$11,221iApproximate average salary by contribution assumption: employee only about $280,532 at 4% or $187,021 at 6%; with 50% employer match about $187,021 at 4% or $124,681 at 6%; with 100% employer match about $140,266 at 4% or $93,511 at 6%.
Cambridge Financial Advisors 401(K) Plan-7$535,875$78,549$11,221iApproximate average salary by contribution assumption: employee only about $280,532 at 4% or $187,021 at 6%; with 50% employer match about $187,021 at 4% or $124,681 at 6%; with 100% employer match about $140,266 at 4% or $93,511 at 6%.
201816$630,543$99,391$16,565iApproximate average salary by contribution assumption: employee only about $414,129 at 4% or $276,086 at 6%; with 50% employer match about $276,086 at 4% or $184,057 at 6%; with 100% employer match about $207,065 at 4% or $138,043 at 6%.
Cambridge Financial Advisors 401(K) Plan-6$630,543$99,391$16,565iApproximate average salary by contribution assumption: employee only about $414,129 at 4% or $276,086 at 6%; with 50% employer match about $276,086 at 4% or $184,057 at 6%; with 100% employer match about $207,065 at 4% or $138,043 at 6%.
201716$593,816$196,009$32,668iApproximate average salary by contribution assumption: employee only about $816,704 at 4% or $544,469 at 6%; with 50% employer match about $544,469 at 4% or $362,980 at 6%; with 100% employer match about $408,352 at 4% or $272,235 at 6%.
Cambridge Financial Advisors 401(K) Plan-6$593,816$196,009$32,668iApproximate average salary by contribution assumption: employee only about $816,704 at 4% or $544,469 at 6%; with 50% employer match about $544,469 at 4% or $362,980 at 6%; with 100% employer match about $408,352 at 4% or $272,235 at 6%.
201614$303,907$36,835$9,209iApproximate average salary by contribution assumption: employee only about $230,219 at 4% or $153,479 at 6%; with 50% employer match about $153,479 at 4% or $102,319 at 6%; with 100% employer match about $115,109 at 4% or $76,740 at 6%.
Cambridge Financial Advisors 401(K) Plan-4$303,907$36,835$9,209iApproximate average salary by contribution assumption: employee only about $230,219 at 4% or $153,479 at 6%; with 50% employer match about $153,479 at 4% or $102,319 at 6%; with 100% employer match about $115,109 at 4% or $76,740 at 6%.
201517$363,213$84,812$12,116iApproximate average salary by contribution assumption: employee only about $302,900 at 4% or $201,933 at 6%; with 50% employer match about $201,933 at 4% or $134,622 at 6%; with 100% employer match about $151,450 at 4% or $100,967 at 6%.
Cambridge Financial Advisors 401(K) Plan-7$363,213$84,812$12,116iApproximate average salary by contribution assumption: employee only about $302,900 at 4% or $201,933 at 6%; with 50% employer match about $201,933 at 4% or $134,622 at 6%; with 100% employer match about $151,450 at 4% or $100,967 at 6%.
201415$429,477$40,143$8,029iApproximate average salary by contribution assumption: employee only about $200,715 at 4% or $133,810 at 6%; with 50% employer match about $133,810 at 4% or $89,207 at 6%; with 100% employer match about $100,358 at 4% or $66,905 at 6%.
Cambridge Financial Advisors 401(K) Plan-5$429,477$40,143$8,029iApproximate average salary by contribution assumption: employee only about $200,715 at 4% or $133,810 at 6%; with 50% employer match about $133,810 at 4% or $89,207 at 6%; with 100% employer match about $100,358 at 4% or $66,905 at 6%.