Civic Intelligence

Cahaba Wealth Management Inc.

Plan context: Cahaba Wealth Management Inc. 401K Profit Sharing

EIN 27-0755780 • 12 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$3,963,312

2024 Contributions

$592,026

Historical Graphs

Total Assets Over Time

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

$3,963,312$1,981,656$0201320192024YearValue
$3,963,312Latest year 2024

Participants Over Time

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

20100201320192024YearValue
20Latest 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
2024120$3,963,312$592,026$29,601iApproximate average salary by contribution assumption: employee only about $740,033 at 4% or $493,355 at 6%; with 50% employer match about $493,355 at 4% or $328,903 at 6%; with 100% employer match about $370,016 at 4% or $246,678 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-20$3,963,312$592,026$29,601iApproximate average salary by contribution assumption: employee only about $740,033 at 4% or $493,355 at 6%; with 50% employer match about $493,355 at 4% or $328,903 at 6%; with 100% employer match about $370,016 at 4% or $246,678 at 6%.
2023119$3,123,470$461,892$24,310iApproximate average salary by contribution assumption: employee only about $607,753 at 4% or $405,168 at 6%; with 50% employer match about $405,168 at 4% or $270,112 at 6%; with 100% employer match about $303,876 at 4% or $202,584 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-19$3,123,470$461,892$24,310iApproximate average salary by contribution assumption: employee only about $607,753 at 4% or $405,168 at 6%; with 50% employer match about $405,168 at 4% or $270,112 at 6%; with 100% employer match about $303,876 at 4% or $202,584 at 6%.
2022116$2,202,090$392,388$24,524iApproximate average salary by contribution assumption: employee only about $613,106 at 4% or $408,738 at 6%; with 50% employer match about $408,738 at 4% or $272,492 at 6%; with 100% employer match about $306,553 at 4% or $204,369 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-16$2,202,090$392,388$24,524iApproximate average salary by contribution assumption: employee only about $613,106 at 4% or $408,738 at 6%; with 50% employer match about $408,738 at 4% or $272,492 at 6%; with 100% employer match about $306,553 at 4% or $204,369 at 6%.
2021113$2,636,845$475,282$36,560iApproximate average salary by contribution assumption: employee only about $914,004 at 4% or $609,336 at 6%; with 50% employer match about $609,336 at 4% or $406,224 at 6%; with 100% employer match about $457,002 at 4% or $304,668 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-13$2,636,845$475,282$36,560iApproximate average salary by contribution assumption: employee only about $914,004 at 4% or $609,336 at 6%; with 50% employer match about $609,336 at 4% or $406,224 at 6%; with 100% employer match about $457,002 at 4% or $304,668 at 6%.
2020112$1,813,456$304,535$25,378iApproximate average salary by contribution assumption: employee only about $634,448 at 4% or $422,965 at 6%; with 50% employer match about $422,965 at 4% or $281,977 at 6%; with 100% employer match about $317,224 at 4% or $211,483 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-12$1,813,456$304,535$25,378iApproximate average salary by contribution assumption: employee only about $634,448 at 4% or $422,965 at 6%; with 50% employer match about $422,965 at 4% or $281,977 at 6%; with 100% employer match about $317,224 at 4% or $211,483 at 6%.
2019111$1,335,687$95,931$8,721iApproximate average salary by contribution assumption: employee only about $218,025 at 4% or $145,350 at 6%; with 50% employer match about $145,350 at 4% or $96,900 at 6%; with 100% employer match about $109,013 at 4% or $72,675 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-11$1,335,687$95,931$8,721iApproximate average salary by contribution assumption: employee only about $218,025 at 4% or $145,350 at 6%; with 50% employer match about $145,350 at 4% or $96,900 at 6%; with 100% employer match about $109,013 at 4% or $72,675 at 6%.
201819$1,025,896$246,566$27,396iApproximate average salary by contribution assumption: employee only about $684,906 at 4% or $456,604 at 6%; with 50% employer match about $456,604 at 4% or $304,402 at 6%; with 100% employer match about $342,453 at 4% or $228,302 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-9$1,025,896$246,566$27,396iApproximate average salary by contribution assumption: employee only about $684,906 at 4% or $456,604 at 6%; with 50% employer match about $456,604 at 4% or $304,402 at 6%; with 100% employer match about $342,453 at 4% or $228,302 at 6%.
201718$903,392$222,137$27,767iApproximate average salary by contribution assumption: employee only about $694,178 at 4% or $462,785 at 6%; with 50% employer match about $462,785 at 4% or $308,524 at 6%; with 100% employer match about $347,089 at 4% or $231,393 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-8$903,392$222,137$27,767iApproximate average salary by contribution assumption: employee only about $694,178 at 4% or $462,785 at 6%; with 50% employer match about $462,785 at 4% or $308,524 at 6%; with 100% employer match about $347,089 at 4% or $231,393 at 6%.
201617$613,154$178,790$25,541iApproximate average salary by contribution assumption: employee only about $638,536 at 4% or $425,690 at 6%; with 50% employer match about $425,690 at 4% or $283,794 at 6%; with 100% employer match about $319,268 at 4% or $212,845 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-7$613,154$178,790$25,541iApproximate average salary by contribution assumption: employee only about $638,536 at 4% or $425,690 at 6%; with 50% employer match about $425,690 at 4% or $283,794 at 6%; with 100% employer match about $319,268 at 4% or $212,845 at 6%.
201518$472,017$196,244$24,531iApproximate average salary by contribution assumption: employee only about $613,263 at 4% or $408,842 at 6%; with 50% employer match about $408,842 at 4% or $272,561 at 6%; with 100% employer match about $306,631 at 4% or $204,421 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-8$472,017$196,244$24,531iApproximate average salary by contribution assumption: employee only about $613,263 at 4% or $408,842 at 6%; with 50% employer match about $408,842 at 4% or $272,561 at 6%; with 100% employer match about $306,631 at 4% or $204,421 at 6%.
201417$284,525$143,338$20,477iApproximate average salary by contribution assumption: employee only about $511,921 at 4% or $341,281 at 6%; with 50% employer match about $341,281 at 4% or $227,521 at 6%; with 100% employer match about $255,961 at 4% or $170,640 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-7$284,525$143,338$20,477iApproximate average salary by contribution assumption: employee only about $511,921 at 4% or $341,281 at 6%; with 50% employer match about $341,281 at 4% or $227,521 at 6%; with 100% employer match about $255,961 at 4% or $170,640 at 6%.
201316$133,301$126,055$21,009iApproximate average salary by contribution assumption: employee only about $525,229 at 4% or $350,153 at 6%; with 50% employer match about $350,153 at 4% or $233,435 at 6%; with 100% employer match about $262,615 at 4% or $175,076 at 6%.
Cahaba Wealth Management Inc. 401K Profit Sharing-6$133,301$126,055$21,009iApproximate average salary by contribution assumption: employee only about $525,229 at 4% or $350,153 at 6%; with 50% employer match about $350,153 at 4% or $233,435 at 6%; with 100% employer match about $262,615 at 4% or $175,076 at 6%.