Civic Intelligence

Benefit Advisors Inc. DBA Acumen

Plan context: Acumen 401(K) Plan

EIN 27-3865622 • Cedar Rapids, IA • 12 filings • 1 plans

425 2nd Street Suite 1275Cedar Rapids, IA 52401
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$5,421,317

2024 Contributions

$161,768

Historical Graphs

Total Assets Over Time

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

$5,421,317$2,710,659$0201320182023YearValue
$5,421,317Latest year 2023

Participants Over Time

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

43220201320182023YearValue
43Latest year 2023

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
202410$0$161,768-
Acumen 401(K) Plan-0$0$161,768-
2023143$5,421,317$575,090$13,374iApproximate average salary by contribution assumption: employee only about $334,355 at 4% or $222,903 at 6%; with 50% employer match about $222,903 at 4% or $148,602 at 6%; with 100% employer match about $167,177 at 4% or $111,452 at 6%.
Acumen 401(K) Plan-43$5,421,317$575,090$13,374iApproximate average salary by contribution assumption: employee only about $334,355 at 4% or $222,903 at 6%; with 50% employer match about $222,903 at 4% or $148,602 at 6%; with 100% employer match about $167,177 at 4% or $111,452 at 6%.
2022142$4,106,093$342,304$8,150iApproximate average salary by contribution assumption: employee only about $203,752 at 4% or $135,835 at 6%; with 50% employer match about $135,835 at 4% or $90,557 at 6%; with 100% employer match about $101,876 at 4% or $67,917 at 6%.
Acumen 401(K) Plan-42$4,106,093$342,304$8,150iApproximate average salary by contribution assumption: employee only about $203,752 at 4% or $135,835 at 6%; with 50% employer match about $135,835 at 4% or $90,557 at 6%; with 100% employer match about $101,876 at 4% or $67,917 at 6%.
2021142$4,673,418$449,404$10,700iApproximate average salary by contribution assumption: employee only about $267,502 at 4% or $178,335 at 6%; with 50% employer match about $178,335 at 4% or $118,890 at 6%; with 100% employer match about $133,751 at 4% or $89,167 at 6%.
Acumen 401(K) Plan-42$4,673,418$449,404$10,700iApproximate average salary by contribution assumption: employee only about $267,502 at 4% or $178,335 at 6%; with 50% employer match about $178,335 at 4% or $118,890 at 6%; with 100% employer match about $133,751 at 4% or $89,167 at 6%.
2020142$3,643,162$320,585$7,633iApproximate average salary by contribution assumption: employee only about $190,824 at 4% or $127,216 at 6%; with 50% employer match about $127,216 at 4% or $84,811 at 6%; with 100% employer match about $95,412 at 4% or $63,608 at 6%.
Acumen 401(K) Plan-42$3,643,162$320,585$7,633iApproximate average salary by contribution assumption: employee only about $190,824 at 4% or $127,216 at 6%; with 50% employer match about $127,216 at 4% or $84,811 at 6%; with 100% employer match about $95,412 at 4% or $63,608 at 6%.
2019139$3,017,125$420,660$10,786iApproximate average salary by contribution assumption: employee only about $269,654 at 4% or $179,769 at 6%; with 50% employer match about $179,769 at 4% or $119,846 at 6%; with 100% employer match about $134,827 at 4% or $89,885 at 6%.
Acumen 401(K) Plan-39$3,017,125$420,660$10,786iApproximate average salary by contribution assumption: employee only about $269,654 at 4% or $179,769 at 6%; with 50% employer match about $179,769 at 4% or $119,846 at 6%; with 100% employer match about $134,827 at 4% or $89,885 at 6%.
2018136$2,096,028$411,247$11,424iApproximate average salary by contribution assumption: employee only about $285,588 at 4% or $190,392 at 6%; with 50% employer match about $190,392 at 4% or $126,928 at 6%; with 100% employer match about $142,794 at 4% or $95,196 at 6%.
Acumen 401(K) Plan-36$2,096,028$411,247$11,424iApproximate average salary by contribution assumption: employee only about $285,588 at 4% or $190,392 at 6%; with 50% employer match about $190,392 at 4% or $126,928 at 6%; with 100% employer match about $142,794 at 4% or $95,196 at 6%.
2017132$1,998,160$365,134$11,410iApproximate average salary by contribution assumption: employee only about $285,261 at 4% or $190,174 at 6%; with 50% employer match about $190,174 at 4% or $126,783 at 6%; with 100% employer match about $142,630 at 4% or $95,087 at 6%.
Acumen 401(K) Plan-32$1,998,160$365,134$11,410iApproximate average salary by contribution assumption: employee only about $285,261 at 4% or $190,174 at 6%; with 50% employer match about $190,174 at 4% or $126,783 at 6%; with 100% employer match about $142,630 at 4% or $95,087 at 6%.
2016127$1,364,317$160,684$5,951iApproximate average salary by contribution assumption: employee only about $148,781 at 4% or $99,188 at 6%; with 50% employer match about $99,188 at 4% or $66,125 at 6%; with 100% employer match about $74,391 at 4% or $49,594 at 6%.
Acumen 401(K) Plan-27$1,364,317$160,684$5,951iApproximate average salary by contribution assumption: employee only about $148,781 at 4% or $99,188 at 6%; with 50% employer match about $99,188 at 4% or $66,125 at 6%; with 100% employer match about $74,391 at 4% or $49,594 at 6%.
2015117$1,067,235$215,553$12,680iApproximate average salary by contribution assumption: employee only about $316,990 at 4% or $211,326 at 6%; with 50% employer match about $211,326 at 4% or $140,884 at 6%; with 100% employer match about $158,495 at 4% or $105,663 at 6%.
Acumen 401(K) Plan-17$1,067,235$215,553$12,680iApproximate average salary by contribution assumption: employee only about $316,990 at 4% or $211,326 at 6%; with 50% employer match about $211,326 at 4% or $140,884 at 6%; with 100% employer match about $158,495 at 4% or $105,663 at 6%.
2014114$867,003$143,490$10,249iApproximate average salary by contribution assumption: employee only about $256,232 at 4% or $170,821 at 6%; with 50% employer match about $170,821 at 4% or $113,881 at 6%; with 100% employer match about $128,116 at 4% or $85,411 at 6%.
Acumen 401(K) Plan-14$867,003$143,490$10,249iApproximate average salary by contribution assumption: employee only about $256,232 at 4% or $170,821 at 6%; with 50% employer match about $170,821 at 4% or $113,881 at 6%; with 100% employer match about $128,116 at 4% or $85,411 at 6%.
201317$839,327$753,595$107,656iApproximate average salary by contribution assumption: employee only about $2,691,411 at 4% or $1,794,274 at 6%; with 50% employer match about $1,794,274 at 4% or $1,196,183 at 6%; with 100% employer match about $1,345,705 at 4% or $897,137 at 6%.
Acumen 401(K) Plan-7$839,327$753,595$107,656iApproximate average salary by contribution assumption: employee only about $2,691,411 at 4% or $1,794,274 at 6%; with 50% employer match about $1,794,274 at 4% or $1,196,183 at 6%; with 100% employer match about $1,345,705 at 4% or $897,137 at 6%.