Civic Intelligence

CFO Wealth Advisors Inc

Plan context: CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan

EIN 26-3130251 • Floral Park, NY • 12 filings • 1 plans

99 Tulip Avenue, Suite 304Floral Park, NY 11001
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,779,607

2024 Contributions

$234,605

Historical Graphs

Total Assets Over Time

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

$2,779,607$1,389,804$0201320192024YearValue
$2,779,607Latest year 2024

Participants Over Time

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

950201320192024YearValue
9Latest 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
202419$2,779,607$234,605$26,067iApproximate average salary by contribution assumption: employee only about $651,681 at 4% or $434,454 at 6%; with 50% employer match about $434,454 at 4% or $289,636 at 6%; with 100% employer match about $325,840 at 4% or $217,227 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-9$2,779,607$234,605$26,067iApproximate average salary by contribution assumption: employee only about $651,681 at 4% or $434,454 at 6%; with 50% employer match about $434,454 at 4% or $289,636 at 6%; with 100% employer match about $325,840 at 4% or $217,227 at 6%.
202317$2,143,565$189,364$27,052iApproximate average salary by contribution assumption: employee only about $676,300 at 4% or $450,867 at 6%; with 50% employer match about $450,867 at 4% or $300,578 at 6%; with 100% employer match about $338,150 at 4% or $225,433 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-7$2,143,565$189,364$27,052iApproximate average salary by contribution assumption: employee only about $676,300 at 4% or $450,867 at 6%; with 50% employer match about $450,867 at 4% or $300,578 at 6%; with 100% employer match about $338,150 at 4% or $225,433 at 6%.
202216$1,588,334$627,458$104,576iApproximate average salary by contribution assumption: employee only about $2,614,408 at 4% or $1,742,939 at 6%; with 50% employer match about $1,742,939 at 4% or $1,161,959 at 6%; with 100% employer match about $1,307,204 at 4% or $871,469 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-6$1,588,334$627,458$104,576iApproximate average salary by contribution assumption: employee only about $2,614,408 at 4% or $1,742,939 at 6%; with 50% employer match about $1,742,939 at 4% or $1,161,959 at 6%; with 100% employer match about $1,307,204 at 4% or $871,469 at 6%.
202114$1,310,210$68,598$17,150iApproximate average salary by contribution assumption: employee only about $428,738 at 4% or $285,825 at 6%; with 50% employer match about $285,825 at 4% or $190,550 at 6%; with 100% employer match about $214,369 at 4% or $142,913 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-4$1,310,210$68,598$17,150iApproximate average salary by contribution assumption: employee only about $428,738 at 4% or $285,825 at 6%; with 50% employer match about $285,825 at 4% or $190,550 at 6%; with 100% employer match about $214,369 at 4% or $142,913 at 6%.
202014$1,036,671$188,412$47,103iApproximate average salary by contribution assumption: employee only about $1,177,575 at 4% or $785,050 at 6%; with 50% employer match about $785,050 at 4% or $523,367 at 6%; with 100% employer match about $588,788 at 4% or $392,525 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-4$1,036,671$188,412$47,103iApproximate average salary by contribution assumption: employee only about $1,177,575 at 4% or $785,050 at 6%; with 50% employer match about $785,050 at 4% or $523,367 at 6%; with 100% employer match about $588,788 at 4% or $392,525 at 6%.
201916$709,071$89,033$14,839iApproximate average salary by contribution assumption: employee only about $370,971 at 4% or $247,314 at 6%; with 50% employer match about $247,314 at 4% or $164,876 at 6%; with 100% employer match about $185,485 at 4% or $123,657 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-6$709,071$89,033$14,839iApproximate average salary by contribution assumption: employee only about $370,971 at 4% or $247,314 at 6%; with 50% employer match about $247,314 at 4% or $164,876 at 6%; with 100% employer match about $185,485 at 4% or $123,657 at 6%.
201816$484,750$111,903$18,651iApproximate average salary by contribution assumption: employee only about $466,263 at 4% or $310,842 at 6%; with 50% employer match about $310,842 at 4% or $207,228 at 6%; with 100% employer match about $233,131 at 4% or $155,421 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-6$484,750$111,903$18,651iApproximate average salary by contribution assumption: employee only about $466,263 at 4% or $310,842 at 6%; with 50% employer match about $310,842 at 4% or $207,228 at 6%; with 100% employer match about $233,131 at 4% or $155,421 at 6%.
201714$401,884$78,338$19,585iApproximate average salary by contribution assumption: employee only about $489,613 at 4% or $326,408 at 6%; with 50% employer match about $326,408 at 4% or $217,606 at 6%; with 100% employer match about $244,806 at 4% or $163,204 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-4$401,884$78,338$19,585iApproximate average salary by contribution assumption: employee only about $489,613 at 4% or $326,408 at 6%; with 50% employer match about $326,408 at 4% or $217,606 at 6%; with 100% employer match about $244,806 at 4% or $163,204 at 6%.
201614$259,898$56,569$14,142iApproximate average salary by contribution assumption: employee only about $353,556 at 4% or $235,704 at 6%; with 50% employer match about $235,704 at 4% or $157,136 at 6%; with 100% employer match about $176,778 at 4% or $117,852 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-4$259,898$56,569$14,142iApproximate average salary by contribution assumption: employee only about $353,556 at 4% or $235,704 at 6%; with 50% employer match about $235,704 at 4% or $157,136 at 6%; with 100% employer match about $176,778 at 4% or $117,852 at 6%.
201514$186,050$101,820$25,455iApproximate average salary by contribution assumption: employee only about $636,375 at 4% or $424,250 at 6%; with 50% employer match about $424,250 at 4% or $282,833 at 6%; with 100% employer match about $318,188 at 4% or $212,125 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-4$186,050$101,820$25,455iApproximate average salary by contribution assumption: employee only about $636,375 at 4% or $424,250 at 6%; with 50% employer match about $424,250 at 4% or $282,833 at 6%; with 100% employer match about $318,188 at 4% or $212,125 at 6%.
201413$84,033$38,616$12,872iApproximate average salary by contribution assumption: employee only about $321,800 at 4% or $214,533 at 6%; with 50% employer match about $214,533 at 4% or $143,022 at 6%; with 100% employer match about $160,900 at 4% or $107,267 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$84,033$38,616$12,872iApproximate average salary by contribution assumption: employee only about $321,800 at 4% or $214,533 at 6%; with 50% employer match about $214,533 at 4% or $143,022 at 6%; with 100% employer match about $160,900 at 4% or $107,267 at 6%.
201312$41,770$41,770$20,885iApproximate average salary by contribution assumption: employee only about $522,125 at 4% or $348,083 at 6%; with 50% employer match about $348,083 at 4% or $232,056 at 6%; with 100% employer match about $261,063 at 4% or $174,042 at 6%.
CFO Wealth Advisors Inc. 401(K) Profit Sharing Plan-2$41,770$41,770$20,885iApproximate average salary by contribution assumption: employee only about $522,125 at 4% or $348,083 at 6%; with 50% employer match about $348,083 at 4% or $232,056 at 6%; with 100% employer match about $261,063 at 4% or $174,042 at 6%.
CFO Wealth Advisors Inc | EIN 26-3130251 | 2024 Form 5500 Company Profile