CAPE COD WEALTH STRATEGIES & I
Plan context: CAPE COD WEALTH STRATEGIES & I 401(K) PROFIT SHARING PLAN & TRUST
EIN 26-2262773 • South Yarmouth, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$248,117
2025 Contributions
$40,195
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $248,117 | $40,195 | $20,098iApproximate average salary by contribution assumption: employee only about $502,438 at 4% or $334,958 at 6%; with 50% employer match about $334,958 at 4% or $223,306 at 6%; with 100% employer match about $251,219 at 4% or $167,479 at 6%. |
| CAPE COD WEALTH STRATEGIES & I 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $248,117 | $40,195 | $20,098iApproximate average salary by contribution assumption: employee only about $502,438 at 4% or $334,958 at 6%; with 50% employer match about $334,958 at 4% or $223,306 at 6%; with 100% employer match about $251,219 at 4% or $167,479 at 6%. |
| 2024 | 1 | 0 | $0 | $0 | - |
| CAPE COD WEALTH STRATEGIES & I 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | - | - |
| 2023 | 1 | 2 | $104,670 | $36,634 | $18,317iApproximate average salary by contribution assumption: employee only about $457,925 at 4% or $305,283 at 6%; with 50% employer match about $305,283 at 4% or $203,522 at 6%; with 100% employer match about $228,963 at 4% or $152,642 at 6%. |
| CAPE COD WEALTH STRATEGIES & I 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $104,670 | $36,634 | $18,317iApproximate average salary by contribution assumption: employee only about $457,925 at 4% or $305,283 at 6%; with 50% employer match about $305,283 at 4% or $203,522 at 6%; with 100% employer match about $228,963 at 4% or $152,642 at 6%. |
| 2022 | 1 | 2 | $49,409 | $29,877 | $14,939iApproximate average salary by contribution assumption: employee only about $373,463 at 4% or $248,975 at 6%; with 50% employer match about $248,975 at 4% or $165,983 at 6%; with 100% employer match about $186,731 at 4% or $124,488 at 6%. |
| CAPE COD WEALTH STRATEGIES & I 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $49,409 | $29,877 | $14,939iApproximate average salary by contribution assumption: employee only about $373,463 at 4% or $248,975 at 6%; with 50% employer match about $248,975 at 4% or $165,983 at 6%; with 100% employer match about $186,731 at 4% or $124,488 at 6%. |