Civic Intelligence

The CFO Suite LLC

Plan context: The CFO Suite 401(K) Plan

EIN 27-2898072 • Coppell, TX • 8 filings • 1 plans

124 Aidans CourtCoppell, TX 75019
Current Snapshot

Latest Year

2022

2022 Participants

19

2022 Assets

$1,566,263

2022 Contributions

$258,277

Historical Graphs

Total Assets Over Time

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

$1,566,263$783,132$0201520182021YearValue
$1,566,263Latest year 2021

Participants Over Time

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

19100201520182021YearValue
19Latest year 2021

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
202210$0$0-
The CFO Suite 401(K) Plan-0$0$0-
2021119$1,566,263$258,277$13,594iApproximate average salary by contribution assumption: employee only about $339,838 at 4% or $226,559 at 6%; with 50% employer match about $226,559 at 4% or $151,039 at 6%; with 100% employer match about $169,919 at 4% or $113,279 at 6%.
The CFO Suite 401(K) Plan-19$1,566,263$258,277$13,594iApproximate average salary by contribution assumption: employee only about $339,838 at 4% or $226,559 at 6%; with 50% employer match about $226,559 at 4% or $151,039 at 6%; with 100% employer match about $169,919 at 4% or $113,279 at 6%.
2020117$1,131,406$142,775$8,399iApproximate average salary by contribution assumption: employee only about $209,963 at 4% or $139,975 at 6%; with 50% employer match about $139,975 at 4% or $93,317 at 6%; with 100% employer match about $104,982 at 4% or $69,988 at 6%.
The CFO Suite 401(K) Plan-17$1,131,406$142,775$8,399iApproximate average salary by contribution assumption: employee only about $209,963 at 4% or $139,975 at 6%; with 50% employer match about $139,975 at 4% or $93,317 at 6%; with 100% employer match about $104,982 at 4% or $69,988 at 6%.
2019114$834,055$174,725$12,480iApproximate average salary by contribution assumption: employee only about $312,009 at 4% or $208,006 at 6%; with 50% employer match about $208,006 at 4% or $138,671 at 6%; with 100% employer match about $156,004 at 4% or $104,003 at 6%.
The CFO Suite 401(K) Plan-14$834,055$174,725$12,480iApproximate average salary by contribution assumption: employee only about $312,009 at 4% or $208,006 at 6%; with 50% employer match about $208,006 at 4% or $138,671 at 6%; with 100% employer match about $156,004 at 4% or $104,003 at 6%.
2018114$586,549$219,844$15,703iApproximate average salary by contribution assumption: employee only about $392,579 at 4% or $261,719 at 6%; with 50% employer match about $261,719 at 4% or $174,479 at 6%; with 100% employer match about $196,289 at 4% or $130,860 at 6%.
The CFO Suite 401(K) Plan-14$586,549$219,844$15,703iApproximate average salary by contribution assumption: employee only about $392,579 at 4% or $261,719 at 6%; with 50% employer match about $261,719 at 4% or $174,479 at 6%; with 100% employer match about $196,289 at 4% or $130,860 at 6%.
201719$411,047$221,546$24,616iApproximate average salary by contribution assumption: employee only about $615,406 at 4% or $410,270 at 6%; with 50% employer match about $410,270 at 4% or $273,514 at 6%; with 100% employer match about $307,703 at 4% or $205,135 at 6%.
The CFO Suite 401(K) Plan-9$411,047$221,546$24,616iApproximate average salary by contribution assumption: employee only about $615,406 at 4% or $410,270 at 6%; with 50% employer match about $410,270 at 4% or $273,514 at 6%; with 100% employer match about $307,703 at 4% or $205,135 at 6%.
201618$168,961$98,222$12,278iApproximate average salary by contribution assumption: employee only about $306,944 at 4% or $204,629 at 6%; with 50% employer match about $204,629 at 4% or $136,419 at 6%; with 100% employer match about $153,472 at 4% or $102,315 at 6%.
The CFO Suite 401(K) Plan-8$168,961$98,222$12,278iApproximate average salary by contribution assumption: employee only about $306,944 at 4% or $204,629 at 6%; with 50% employer match about $204,629 at 4% or $136,419 at 6%; with 100% employer match about $153,472 at 4% or $102,315 at 6%.
201515$75,875$75,802$15,160iApproximate average salary by contribution assumption: employee only about $379,010 at 4% or $252,673 at 6%; with 50% employer match about $252,673 at 4% or $168,449 at 6%; with 100% employer match about $189,505 at 4% or $126,337 at 6%.
The CFO Suite 401(K) Plan-5$75,875$75,802$15,160iApproximate average salary by contribution assumption: employee only about $379,010 at 4% or $252,673 at 6%; with 50% employer match about $252,673 at 4% or $168,449 at 6%; with 100% employer match about $189,505 at 4% or $126,337 at 6%.