Civic Intelligence

Cf Advisory Services LLC

Plan context: Comprehensive Financial 401(K) Plan

EIN 27-3071954 • East Islip, NY • 15 filings • 1 plans

86 Carleton AvenueEast Islip, NY 11730
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,773,882

2024 Contributions

$162,904

Historical Graphs

Total Assets Over Time

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

$2,773,882$1,386,941$0201020172024YearValue
$2,773,882Latest year 2024

Participants Over Time

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

1050201020172024YearValue
6Latest 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
202416$2,773,882$162,904$27,151iApproximate average salary by contribution assumption: employee only about $678,767 at 4% or $452,511 at 6%; with 50% employer match about $452,511 at 4% or $301,674 at 6%; with 100% employer match about $339,383 at 4% or $226,256 at 6%.
Comprehensive Financial 401(K) Plan-6$2,773,882$162,904$27,151iApproximate average salary by contribution assumption: employee only about $678,767 at 4% or $452,511 at 6%; with 50% employer match about $452,511 at 4% or $301,674 at 6%; with 100% employer match about $339,383 at 4% or $226,256 at 6%.
202315$2,177,654$143,291$28,658iApproximate average salary by contribution assumption: employee only about $716,455 at 4% or $477,637 at 6%; with 50% employer match about $477,637 at 4% or $318,424 at 6%; with 100% employer match about $358,228 at 4% or $238,818 at 6%.
Comprehensive Financial 401(K) Plan-5$2,177,654$143,291$28,658iApproximate average salary by contribution assumption: employee only about $716,455 at 4% or $477,637 at 6%; with 50% employer match about $477,637 at 4% or $318,424 at 6%; with 100% employer match about $358,228 at 4% or $238,818 at 6%.
202216$1,490,267$156,028$26,005iApproximate average salary by contribution assumption: employee only about $650,117 at 4% or $433,411 at 6%; with 50% employer match about $433,411 at 4% or $288,941 at 6%; with 100% employer match about $325,058 at 4% or $216,706 at 6%.
Comprehensive Financial 401(K) Plan-6$1,490,267$156,028$26,005iApproximate average salary by contribution assumption: employee only about $650,117 at 4% or $433,411 at 6%; with 50% employer match about $433,411 at 4% or $288,941 at 6%; with 100% employer match about $325,058 at 4% or $216,706 at 6%.
202116$1,816,652$109,791$18,299iApproximate average salary by contribution assumption: employee only about $457,463 at 4% or $304,975 at 6%; with 50% employer match about $304,975 at 4% or $203,317 at 6%; with 100% employer match about $228,731 at 4% or $152,488 at 6%.
Comprehensive Financial 401(K) Plan-6$1,816,652$109,791$18,299iApproximate average salary by contribution assumption: employee only about $457,463 at 4% or $304,975 at 6%; with 50% employer match about $304,975 at 4% or $203,317 at 6%; with 100% employer match about $228,731 at 4% or $152,488 at 6%.
202015$1,460,915$72,073$14,415iApproximate average salary by contribution assumption: employee only about $360,365 at 4% or $240,243 at 6%; with 50% employer match about $240,243 at 4% or $160,162 at 6%; with 100% employer match about $180,183 at 4% or $120,122 at 6%.
Comprehensive Financial 401(K) Plan-5$1,460,915$72,073$14,415iApproximate average salary by contribution assumption: employee only about $360,365 at 4% or $240,243 at 6%; with 50% employer match about $240,243 at 4% or $160,162 at 6%; with 100% employer match about $180,183 at 4% or $120,122 at 6%.
201914$1,162,484$67,160$16,790iApproximate average salary by contribution assumption: employee only about $419,750 at 4% or $279,833 at 6%; with 50% employer match about $279,833 at 4% or $186,556 at 6%; with 100% employer match about $209,875 at 4% or $139,917 at 6%.
Comprehensive Financial 401(K) Plan-4$1,162,484$67,160$16,790iApproximate average salary by contribution assumption: employee only about $419,750 at 4% or $279,833 at 6%; with 50% employer match about $279,833 at 4% or $186,556 at 6%; with 100% employer match about $209,875 at 4% or $139,917 at 6%.
201815$1,091,386$73,620$14,724iApproximate average salary by contribution assumption: employee only about $368,100 at 4% or $245,400 at 6%; with 50% employer match about $245,400 at 4% or $163,600 at 6%; with 100% employer match about $184,050 at 4% or $122,700 at 6%.
Comprehensive Financial 401(K) Plan-5$1,091,386$73,620$14,724iApproximate average salary by contribution assumption: employee only about $368,100 at 4% or $245,400 at 6%; with 50% employer match about $245,400 at 4% or $163,600 at 6%; with 100% employer match about $184,050 at 4% or $122,700 at 6%.
201718$1,095,267$49,050$6,131iApproximate average salary by contribution assumption: employee only about $153,281 at 4% or $102,188 at 6%; with 50% employer match about $102,188 at 4% or $68,125 at 6%; with 100% employer match about $76,641 at 4% or $51,094 at 6%.
Comprehensive Financial 401(K) Plan-8$1,095,267$49,050$6,131iApproximate average salary by contribution assumption: employee only about $153,281 at 4% or $102,188 at 6%; with 50% employer match about $102,188 at 4% or $68,125 at 6%; with 100% employer match about $76,641 at 4% or $51,094 at 6%.
2016110$1,486,985$108,028$10,803iApproximate average salary by contribution assumption: employee only about $270,070 at 4% or $180,047 at 6%; with 50% employer match about $180,047 at 4% or $120,031 at 6%; with 100% employer match about $135,035 at 4% or $90,023 at 6%.
Comprehensive Financial 401(K) Plan-10$1,486,985$108,028$10,803iApproximate average salary by contribution assumption: employee only about $270,070 at 4% or $180,047 at 6%; with 50% employer match about $180,047 at 4% or $120,031 at 6%; with 100% employer match about $135,035 at 4% or $90,023 at 6%.
201519$1,360,438$105,706$11,745iApproximate average salary by contribution assumption: employee only about $293,628 at 4% or $195,752 at 6%; with 50% employer match about $195,752 at 4% or $130,501 at 6%; with 100% employer match about $146,814 at 4% or $97,876 at 6%.
Comprehensive Financial 401(K) Plan-9$1,360,438$105,706$11,745iApproximate average salary by contribution assumption: employee only about $293,628 at 4% or $195,752 at 6%; with 50% employer match about $195,752 at 4% or $130,501 at 6%; with 100% employer match about $146,814 at 4% or $97,876 at 6%.
201418$1,316,015$194,228$24,279iApproximate average salary by contribution assumption: employee only about $606,963 at 4% or $404,642 at 6%; with 50% employer match about $404,642 at 4% or $269,761 at 6%; with 100% employer match about $303,481 at 4% or $202,321 at 6%.
Comprehensive Financial 401(K) Plan-8$1,316,015$194,228$24,279iApproximate average salary by contribution assumption: employee only about $606,963 at 4% or $404,642 at 6%; with 50% employer match about $404,642 at 4% or $269,761 at 6%; with 100% employer match about $303,481 at 4% or $202,321 at 6%.
201317$1,188,765$184,800$26,400iApproximate average salary by contribution assumption: employee only about $660,000 at 4% or $440,000 at 6%; with 50% employer match about $440,000 at 4% or $293,333 at 6%; with 100% employer match about $330,000 at 4% or $220,000 at 6%.
Comprehensive Financial 401(K) Plan-7$1,188,765$184,800$26,400iApproximate average salary by contribution assumption: employee only about $660,000 at 4% or $440,000 at 6%; with 50% employer match about $440,000 at 4% or $293,333 at 6%; with 100% employer match about $330,000 at 4% or $220,000 at 6%.
201218$946,757$121,928$15,241iApproximate average salary by contribution assumption: employee only about $381,025 at 4% or $254,017 at 6%; with 50% employer match about $254,017 at 4% or $169,344 at 6%; with 100% employer match about $190,513 at 4% or $127,008 at 6%.
Comprehensive Financial 401(K) Plan-8$946,757$121,928$15,241iApproximate average salary by contribution assumption: employee only about $381,025 at 4% or $254,017 at 6%; with 50% employer match about $254,017 at 4% or $169,344 at 6%; with 100% employer match about $190,513 at 4% or $127,008 at 6%.
201117$765,561$162,283$23,183iApproximate average salary by contribution assumption: employee only about $579,582 at 4% or $386,388 at 6%; with 50% employer match about $386,388 at 4% or $257,592 at 6%; with 100% employer match about $289,791 at 4% or $193,194 at 6%.
Comprehensive Financial 401(K) Plan-7$765,561$162,283$23,183iApproximate average salary by contribution assumption: employee only about $579,582 at 4% or $386,388 at 6%; with 50% employer match about $386,388 at 4% or $257,592 at 6%; with 100% employer match about $289,791 at 4% or $193,194 at 6%.
201017$639,401$80,501$11,500iApproximate average salary by contribution assumption: employee only about $287,504 at 4% or $191,669 at 6%; with 50% employer match about $191,669 at 4% or $127,779 at 6%; with 100% employer match about $143,752 at 4% or $95,835 at 6%.
Comprehensive Financial 401(K) Plan-7$639,401$80,501$11,500iApproximate average salary by contribution assumption: employee only about $287,504 at 4% or $191,669 at 6%; with 50% employer match about $191,669 at 4% or $127,779 at 6%; with 100% employer match about $143,752 at 4% or $95,835 at 6%.