Civic Intelligence

Cbd Advisors

Plan context: Cbd Advisors 401K Plan

EIN 26-4732556 • Dayton, OH • 5 filings • 1 plans

3800 Pentagon Blvd., Suite 120Dayton, OH 45431
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$465,813

2015 Contributions

$103,819

Historical Graphs

Total Assets Over Time

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

$465,813$232,907$0201120132014YearValue
$465,813Latest year 2014

Participants Over Time

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

740201120132014YearValue
6Latest year 2014

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
201510$0$0-
Cbd Advisors 401K Plan-0$0--
201416$465,813$103,819$17,303iApproximate average salary by contribution assumption: employee only about $432,579 at 4% or $288,386 at 6%; with 50% employer match about $288,386 at 4% or $192,257 at 6%; with 100% employer match about $216,290 at 4% or $144,193 at 6%.
Cbd Advisors 401K Plan-6$465,813$103,819$17,303iApproximate average salary by contribution assumption: employee only about $432,579 at 4% or $288,386 at 6%; with 50% employer match about $288,386 at 4% or $192,257 at 6%; with 100% employer match about $216,290 at 4% or $144,193 at 6%.
201316$418,565$110,434$18,406iApproximate average salary by contribution assumption: employee only about $460,142 at 4% or $306,761 at 6%; with 50% employer match about $306,761 at 4% or $204,507 at 6%; with 100% employer match about $230,071 at 4% or $153,381 at 6%.
Cbd Advisors 401K Plan-6$418,565$110,434$18,406iApproximate average salary by contribution assumption: employee only about $460,142 at 4% or $306,761 at 6%; with 50% employer match about $306,761 at 4% or $204,507 at 6%; with 100% employer match about $230,071 at 4% or $153,381 at 6%.
201217$304,243$174,237$24,891iApproximate average salary by contribution assumption: employee only about $622,275 at 4% or $414,850 at 6%; with 50% employer match about $414,850 at 4% or $276,567 at 6%; with 100% employer match about $311,138 at 4% or $207,425 at 6%.
Cbd Advisors 401K Plan-7$304,243$174,237$24,891iApproximate average salary by contribution assumption: employee only about $622,275 at 4% or $414,850 at 6%; with 50% employer match about $414,850 at 4% or $276,567 at 6%; with 100% employer match about $311,138 at 4% or $207,425 at 6%.
201115$134,371$134,439$26,888iApproximate average salary by contribution assumption: employee only about $672,195 at 4% or $448,130 at 6%; with 50% employer match about $448,130 at 4% or $298,753 at 6%; with 100% employer match about $336,098 at 4% or $224,065 at 6%.
Cbd Advisors 401K Plan-5$134,371$134,439$26,888iApproximate average salary by contribution assumption: employee only about $672,195 at 4% or $448,130 at 6%; with 50% employer match about $448,130 at 4% or $298,753 at 6%; with 100% employer match about $336,098 at 4% or $224,065 at 6%.