CPA Directed Investments LLC.
Plan context: CPA Directed Investments LLC. 401K Plan Plan
EIN 30-0288007 • 4 filings • 3 plans
Current Snapshot
Latest Year
2008
2008 Participants
112
2008 Assets
$313,896
2008 Contributions
$12,825
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 112 | $0 | $0 | - |
| CPA Directed Investments LLC. 401K Plan Plan | - | 112 | - | - | - |
| 2007 | 1 | 6 | $313,896 | $12,825 | $2,138iApproximate average salary by contribution assumption: employee only about $53,438 at 4% or $35,625 at 6%; with 50% employer match about $35,625 at 4% or $23,750 at 6%; with 100% employer match about $26,719 at 4% or $17,813 at 6%. |
| CPA Directed Investments LLC. 401K Plan Plan | - | 6 | $313,896 | $12,825 | $2,138iApproximate average salary by contribution assumption: employee only about $53,438 at 4% or $35,625 at 6%; with 50% employer match about $35,625 at 4% or $23,750 at 6%; with 100% employer match about $26,719 at 4% or $17,813 at 6%. |
| 2006 | 1 | 15 | $534,564 | $60,075 | $4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%. |
| CPA Directed Investments LLC. 401K Plan Plan | - | 15 | $534,564 | $60,075 | $4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%. |
| 2005 | 1 | 14 | $521,024 | $391,012 | $27,929iApproximate average salary by contribution assumption: employee only about $698,236 at 4% or $465,490 at 6%; with 50% employer match about $465,490 at 4% or $310,327 at 6%; with 100% employer match about $349,118 at 4% or $232,745 at 6%. |
| CPA Directed Investments LLC. 401K Plan Plan | - | 14 | $521,024 | $391,012 | $27,929iApproximate average salary by contribution assumption: employee only about $698,236 at 4% or $465,490 at 6%; with 50% employer match about $465,490 at 4% or $310,327 at 6%; with 100% employer match about $349,118 at 4% or $232,745 at 6%. |