Consolidated Financial Management Group LLC
Plan context: Consolidated Financial Management Group LLC 401(K) Plan
EIN 31-1612116 • Dublin, OH • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$641,962
2025 Contributions
$153,067
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $641,962 | $153,067 | $30,613iApproximate average salary by contribution assumption: employee only about $765,335 at 4% or $510,223 at 6%; with 50% employer match about $510,223 at 4% or $340,149 at 6%; with 100% employer match about $382,668 at 4% or $255,112 at 6%. |
| Consolidated Financial Management Group LLC 401(K) Plan | - | 5 | $641,962 | $153,067 | $30,613iApproximate average salary by contribution assumption: employee only about $765,335 at 4% or $510,223 at 6%; with 50% employer match about $510,223 at 4% or $340,149 at 6%; with 100% employer match about $382,668 at 4% or $255,112 at 6%. |
| 2024 | 1 | 5 | $412,031 | $134,098 | $26,820iApproximate average salary by contribution assumption: employee only about $670,490 at 4% or $446,993 at 6%; with 50% employer match about $446,993 at 4% or $297,996 at 6%; with 100% employer match about $335,245 at 4% or $223,497 at 6%. |
| Consolidated Financial Management Group LLC 401(K) Plan | - | 5 | $412,031 | $134,098 | $26,820iApproximate average salary by contribution assumption: employee only about $670,490 at 4% or $446,993 at 6%; with 50% employer match about $446,993 at 4% or $297,996 at 6%; with 100% employer match about $335,245 at 4% or $223,497 at 6%. |
| 2023 | 1 | 5 | $237,672 | $105,898 | $21,180iApproximate average salary by contribution assumption: employee only about $529,490 at 4% or $352,993 at 6%; with 50% employer match about $352,993 at 4% or $235,329 at 6%; with 100% employer match about $264,745 at 4% or $176,497 at 6%. |
| Consolidated Financial Management Group LLC 401(K) Plan | - | 5 | $237,672 | $105,898 | $21,180iApproximate average salary by contribution assumption: employee only about $529,490 at 4% or $352,993 at 6%; with 50% employer match about $352,993 at 4% or $235,329 at 6%; with 100% employer match about $264,745 at 4% or $176,497 at 6%. |
| 2022 | 1 | 5 | $101,741 | $106,893 | $21,379iApproximate average salary by contribution assumption: employee only about $534,465 at 4% or $356,310 at 6%; with 50% employer match about $356,310 at 4% or $237,540 at 6%; with 100% employer match about $267,233 at 4% or $178,155 at 6%. |
| Consolidated Financial Management Group LLC 401(K) Plan | - | 5 | $101,741 | $106,893 | $21,379iApproximate average salary by contribution assumption: employee only about $534,465 at 4% or $356,310 at 6%; with 50% employer match about $356,310 at 4% or $237,540 at 6%; with 100% employer match about $267,233 at 4% or $178,155 at 6%. |