Civic Intelligence

Samuel J. Cordes & Associates

Plan context: Samuel J. Cordes & Associates Cash Balance Plan

EIN 27-1601224 • Pittsburgh, PA • 14 filings • 2 plans

245 Fort Pitt BoulevardPittsburgh, PA 15222-1511
Current Snapshot

Latest Year

2018

2018 Participants

8

2018 Assets

$2,489,811

2018 Contributions

$327,411

Historical Graphs

Total Assets Over Time

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

$3,457,871$1,728,936$0201120142017YearValue
$2,489,811Latest year 2017

Participants Over Time

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

950201120142017YearValue
8Latest year 2017

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
201810$0$0-
Samuel J. Cordes & Associates Cash Balance Plan-0$0$0-
201728$2,489,811$327,411$40,926iApproximate average salary by contribution assumption: employee only about $1,023,159 at 4% or $682,106 at 6%; with 50% employer match about $682,106 at 4% or $454,738 at 6%; with 100% employer match about $511,580 at 4% or $341,053 at 6%.
Samuel J. Cordes & Associates Cash Balance Plan-8$2,489,811$327,000$40,875iApproximate average salary by contribution assumption: employee only about $1,021,875 at 4% or $681,250 at 6%; with 50% employer match about $681,250 at 4% or $454,167 at 6%; with 100% employer match about $510,938 at 4% or $340,625 at 6%.
SAMUEL J. CORDES & ASSOCIATES 401(K) PLAN-0$0$411-
201627$3,457,871$363,079$51,868iApproximate average salary by contribution assumption: employee only about $1,296,711 at 4% or $864,474 at 6%; with 50% employer match about $864,474 at 4% or $576,316 at 6%; with 100% employer match about $648,355 at 4% or $432,237 at 6%.
Samuel J. Cordes & Associates Cash Balance Plan-7$2,002,970$304,500$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
SAMUEL J. CORDES & ASSOCIATES 401(K) PLAN-7$1,454,901$58,579$8,368iApproximate average salary by contribution assumption: employee only about $209,211 at 4% or $139,474 at 6%; with 50% employer match about $139,474 at 4% or $92,983 at 6%; with 100% employer match about $104,605 at 4% or $69,737 at 6%.
201529$2,986,867$395,198$43,911iApproximate average salary by contribution assumption: employee only about $1,097,772 at 4% or $731,848 at 6%; with 50% employer match about $731,848 at 4% or $487,899 at 6%; with 100% employer match about $548,886 at 4% or $365,924 at 6%.
Samuel J. Cordes & Associates Cash Balance Plan-7$1,637,880$325,909$46,558iApproximate average salary by contribution assumption: employee only about $1,163,961 at 4% or $775,974 at 6%; with 50% employer match about $775,974 at 4% or $517,316 at 6%; with 100% employer match about $581,980 at 4% or $387,987 at 6%.
SAMUEL J. CORDES & ASSOCIATES 401(K) PLAN-9$1,348,987$69,289$7,699iApproximate average salary by contribution assumption: employee only about $192,469 at 4% or $128,313 at 6%; with 50% employer match about $128,313 at 4% or $85,542 at 6%; with 100% employer match about $96,235 at 4% or $64,156 at 6%.
201428$2,634,329$335,815$41,977iApproximate average salary by contribution assumption: employee only about $1,049,422 at 4% or $699,615 at 6%; with 50% employer match about $699,615 at 4% or $466,410 at 6%; with 100% employer match about $524,711 at 4% or $349,807 at 6%.
SAMUEL J. CORDES & ASSOCIATES 401(K) PLAN-8$1,332,524$60,423$7,553iApproximate average salary by contribution assumption: employee only about $188,822 at 4% or $125,881 at 6%; with 50% employer match about $125,881 at 4% or $83,921 at 6%; with 100% employer match about $94,411 at 4% or $62,941 at 6%.
Samuel J. Cordes & Associates Cash Balance Plan-7$1,301,805$275,392$39,342iApproximate average salary by contribution assumption: employee only about $983,543 at 4% or $655,695 at 6%; with 50% employer match about $655,695 at 4% or $437,130 at 6%; with 100% employer match about $491,771 at 4% or $327,848 at 6%.
201327$2,215,195$319,811$45,687iApproximate average salary by contribution assumption: employee only about $1,142,182 at 4% or $761,455 at 6%; with 50% employer match about $761,455 at 4% or $507,637 at 6%; with 100% employer match about $571,091 at 4% or $380,727 at 6%.
SAMUEL J. CORDES & ASSOCIATES 401(K) PLAN-7$1,228,459$61,145$8,735iApproximate average salary by contribution assumption: employee only about $218,375 at 4% or $145,583 at 6%; with 50% employer match about $145,583 at 4% or $97,056 at 6%; with 100% employer match about $109,188 at 4% or $72,792 at 6%.
Samuel J. Cordes & Associates Cash Balance Plan-7$986,736$258,666$36,952iApproximate average salary by contribution assumption: employee only about $923,807 at 4% or $615,871 at 6%; with 50% employer match about $615,871 at 4% or $410,581 at 6%; with 100% employer match about $461,904 at 4% or $307,936 at 6%.
201225$1,783,250$371,782$74,356iApproximate average salary by contribution assumption: employee only about $1,858,910 at 4% or $1,239,273 at 6%; with 50% employer match about $1,239,273 at 4% or $826,182 at 6%; with 100% employer match about $929,455 at 4% or $619,637 at 6%.
SAMUEL J. CORDES & ASSOCIATES 401(K) PLAN-5$1,091,052$116,717$23,343iApproximate average salary by contribution assumption: employee only about $583,585 at 4% or $389,057 at 6%; with 50% employer match about $389,057 at 4% or $259,371 at 6%; with 100% employer match about $291,793 at 4% or $194,528 at 6%.
Samuel J. Cordes & Associates Cash Balance Plan-5$692,198$255,065$51,013iApproximate average salary by contribution assumption: employee only about $1,275,325 at 4% or $850,217 at 6%; with 50% employer match about $850,217 at 4% or $566,811 at 6%; with 100% employer match about $637,663 at 4% or $425,108 at 6%.
201115$941,870$964,260$192,852iApproximate average salary by contribution assumption: employee only about $4,821,300 at 4% or $3,214,200 at 6%; with 50% employer match about $3,214,200 at 4% or $2,142,800 at 6%; with 100% employer match about $2,410,650 at 4% or $1,607,100 at 6%.
SAMUEL J. CORDES & ASSOCIATES 401(K) PLAN-5$941,870$964,260$192,852iApproximate average salary by contribution assumption: employee only about $4,821,300 at 4% or $3,214,200 at 6%; with 50% employer match about $3,214,200 at 4% or $2,142,800 at 6%; with 100% employer match about $2,410,650 at 4% or $1,607,100 at 6%.