Civic Intelligence

Cuso Financial Services, L.P.

Plan context: Cuso Financial Services, L.P. 401K Savings Plan

EIN 33-0731851 • San Diego, CA • 37 filings • 4 plans

10455 Sorrento Valley Road, Ste 210San Diego, CA 92121
Current Snapshot

Latest Year

2022

2022 Participants

575

2022 Assets

$42,959,513

2022 Contributions

$6,382,130

Historical Graphs

Total Assets Over Time

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

$49,517,248$24,758,624$0199920122022YearValue
$42,959,513Latest year 2022

Participants Over Time

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

5752880199920112022YearValue
575Latest year 2022

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
20221575$42,959,513$6,382,130$11,099iApproximate average salary by contribution assumption: employee only about $277,484 at 4% or $184,989 at 6%; with 50% employer match about $184,989 at 4% or $123,326 at 6%; with 100% employer match about $138,742 at 4% or $92,495 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-575$42,959,513$6,382,130$11,099iApproximate average salary by contribution assumption: employee only about $277,484 at 4% or $184,989 at 6%; with 50% employer match about $184,989 at 4% or $123,326 at 6%; with 100% employer match about $138,742 at 4% or $92,495 at 6%.
20211513$49,517,248$6,138,315$11,966iApproximate average salary by contribution assumption: employee only about $299,138 at 4% or $199,425 at 6%; with 50% employer match about $199,425 at 4% or $132,950 at 6%; with 100% employer match about $149,569 at 4% or $99,713 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-513$49,517,248$6,138,315$11,966iApproximate average salary by contribution assumption: employee only about $299,138 at 4% or $199,425 at 6%; with 50% employer match about $199,425 at 4% or $132,950 at 6%; with 100% employer match about $149,569 at 4% or $99,713 at 6%.
20202524$44,770,387$6,732,646$12,849iApproximate average salary by contribution assumption: employee only about $321,214 at 4% or $214,143 at 6%; with 50% employer match about $214,143 at 4% or $142,762 at 6%; with 100% employer match about $160,607 at 4% or $107,071 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-524$44,770,387$6,732,646$12,849iApproximate average salary by contribution assumption: employee only about $321,214 at 4% or $214,143 at 6%; with 50% employer match about $214,143 at 4% or $142,762 at 6%; with 100% employer match about $160,607 at 4% or $107,071 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-460---
20192530$33,942,067$7,833,466$14,780iApproximate average salary by contribution assumption: employee only about $369,503 at 4% or $246,335 at 6%; with 50% employer match about $246,335 at 4% or $164,224 at 6%; with 100% employer match about $184,752 at 4% or $123,168 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-530$33,942,067$7,833,466$14,780iApproximate average salary by contribution assumption: employee only about $369,503 at 4% or $246,335 at 6%; with 50% employer match about $246,335 at 4% or $164,224 at 6%; with 100% employer match about $184,752 at 4% or $123,168 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-399---
20182398$23,026,615$5,086,291$12,780iApproximate average salary by contribution assumption: employee only about $319,491 at 4% or $212,994 at 6%; with 50% employer match about $212,994 at 4% or $141,996 at 6%; with 100% employer match about $159,745 at 4% or $106,497 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-398$23,026,615$5,086,291$12,780iApproximate average salary by contribution assumption: employee only about $319,491 at 4% or $212,994 at 6%; with 50% employer match about $212,994 at 4% or $141,996 at 6%; with 100% employer match about $159,745 at 4% or $106,497 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-229---
20172308$22,191,999$3,425,449$11,122iApproximate average salary by contribution assumption: employee only about $278,040 at 4% or $185,360 at 6%; with 50% employer match about $185,360 at 4% or $123,573 at 6%; with 100% employer match about $139,020 at 4% or $92,680 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-308$22,191,999$3,425,449$11,122iApproximate average salary by contribution assumption: employee only about $278,040 at 4% or $185,360 at 6%; with 50% employer match about $185,360 at 4% or $123,573 at 6%; with 100% employer match about $139,020 at 4% or $92,680 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-276---
20162320$16,871,439$2,544,554$7,952iApproximate average salary by contribution assumption: employee only about $198,793 at 4% or $132,529 at 6%; with 50% employer match about $132,529 at 4% or $88,353 at 6%; with 100% employer match about $99,397 at 4% or $66,264 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-282$16,871,439$2,544,554$9,023iApproximate average salary by contribution assumption: employee only about $225,581 at 4% or $150,387 at 6%; with 50% employer match about $150,387 at 4% or $100,258 at 6%; with 100% employer match about $112,791 at 4% or $75,194 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-320---
20152303$13,860,020$2,989,930$9,868iApproximate average salary by contribution assumption: employee only about $246,694 at 4% or $164,463 at 6%; with 50% employer match about $164,463 at 4% or $109,642 at 6%; with 100% employer match about $123,347 at 4% or $82,231 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-249$13,860,020$2,989,930$12,008iApproximate average salary by contribution assumption: employee only about $300,194 at 4% or $200,129 at 6%; with 50% employer match about $200,129 at 4% or $133,419 at 6%; with 100% employer match about $150,097 at 4% or $100,065 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-303---
20142249$11,879,944$1,756,371$7,054iApproximate average salary by contribution assumption: employee only about $176,342 at 4% or $117,562 at 6%; with 50% employer match about $117,562 at 4% or $78,374 at 6%; with 100% employer match about $88,171 at 4% or $58,781 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-224$11,879,944$1,756,371$7,841iApproximate average salary by contribution assumption: employee only about $196,024 at 4% or $130,682 at 6%; with 50% employer match about $130,682 at 4% or $87,122 at 6%; with 100% employer match about $98,012 at 4% or $65,341 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-249---
20132257$10,336,206$1,529,708$5,952iApproximate average salary by contribution assumption: employee only about $148,804 at 4% or $99,203 at 6%; with 50% employer match about $99,203 at 4% or $66,135 at 6%; with 100% employer match about $74,402 at 4% or $49,601 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-223$10,336,206$1,529,708$6,860iApproximate average salary by contribution assumption: employee only about $171,492 at 4% or $114,328 at 6%; with 50% employer match about $114,328 at 4% or $76,219 at 6%; with 100% employer match about $85,746 at 4% or $57,164 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-257---
20122218$7,448,539$1,487,490$6,823iApproximate average salary by contribution assumption: employee only about $170,584 at 4% or $113,722 at 6%; with 50% employer match about $113,722 at 4% or $75,815 at 6%; with 100% employer match about $85,292 at 4% or $56,861 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-188$7,448,539$1,487,490$7,912iApproximate average salary by contribution assumption: employee only about $197,805 at 4% or $131,870 at 6%; with 50% employer match about $131,870 at 4% or $87,913 at 6%; with 100% employer match about $98,902 at 4% or $65,935 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-218---
20112186$5,817,596$1,192,460$6,411iApproximate average salary by contribution assumption: employee only about $160,277 at 4% or $106,851 at 6%; with 50% employer match about $106,851 at 4% or $71,234 at 6%; with 100% employer match about $80,138 at 4% or $53,426 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-155$5,817,596$1,192,460$7,693iApproximate average salary by contribution assumption: employee only about $192,332 at 4% or $128,222 at 6%; with 50% employer match about $128,222 at 4% or $85,481 at 6%; with 100% employer match about $96,166 at 4% or $64,111 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-186---
20102143$5,446,385$909,705$6,362iApproximate average salary by contribution assumption: employee only about $159,039 at 4% or $106,026 at 6%; with 50% employer match about $106,026 at 4% or $70,684 at 6%; with 100% employer match about $79,520 at 4% or $53,013 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-108$5,446,385$909,705$8,423iApproximate average salary by contribution assumption: employee only about $210,580 at 4% or $140,387 at 6%; with 50% employer match about $140,387 at 4% or $93,591 at 6%; with 100% employer match about $105,290 at 4% or $70,193 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-143---
20092141$4,400,048$728,087$5,164iApproximate average salary by contribution assumption: employee only about $129,093 at 4% or $86,062 at 6%; with 50% employer match about $86,062 at 4% or $57,375 at 6%; with 100% employer match about $64,547 at 4% or $43,031 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-99$4,400,048$728,087$7,354iApproximate average salary by contribution assumption: employee only about $183,860 at 4% or $122,574 at 6%; with 50% employer match about $122,574 at 4% or $81,716 at 6%; with 100% employer match about $91,930 at 4% or $61,287 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-141---
20082125$3,196,689$693,269$5,546iApproximate average salary by contribution assumption: employee only about $138,654 at 4% or $92,436 at 6%; with 50% employer match about $92,436 at 4% or $61,624 at 6%; with 100% employer match about $69,327 at 4% or $46,218 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-109$3,196,689$693,269$6,360iApproximate average salary by contribution assumption: employee only about $159,007 at 4% or $106,004 at 6%; with 50% employer match about $106,004 at 4% or $70,670 at 6%; with 100% employer match about $79,503 at 4% or $53,002 at 6%.
Cuso Financial Services, L.P. Welfare Benefits Plan-125---
2007170$0$0-
Cuso Financial Services, L.P. 401K Savings Plan-70---
2006189$2,975,387$711,452$7,994iApproximate average salary by contribution assumption: employee only about $199,846 at 4% or $133,231 at 6%; with 50% employer match about $133,231 at 4% or $88,820 at 6%; with 100% employer match about $99,923 at 4% or $66,615 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-89$2,975,387$711,452$7,994iApproximate average salary by contribution assumption: employee only about $199,846 at 4% or $133,231 at 6%; with 50% employer match about $133,231 at 4% or $88,820 at 6%; with 100% employer match about $99,923 at 4% or $66,615 at 6%.
2005176$2,030,309$489,975$6,447iApproximate average salary by contribution assumption: employee only about $161,176 at 4% or $107,451 at 6%; with 50% employer match about $107,451 at 4% or $71,634 at 6%; with 100% employer match about $80,588 at 4% or $53,725 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-76$2,030,309$489,975$6,447iApproximate average salary by contribution assumption: employee only about $161,176 at 4% or $107,451 at 6%; with 50% employer match about $107,451 at 4% or $71,634 at 6%; with 100% employer match about $80,588 at 4% or $53,725 at 6%.
2004148$1,283,699$367,212$7,650iApproximate average salary by contribution assumption: employee only about $191,256 at 4% or $127,504 at 6%; with 50% employer match about $127,504 at 4% or $85,003 at 6%; with 100% employer match about $95,628 at 4% or $63,752 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-48$1,283,699$367,212$7,650iApproximate average salary by contribution assumption: employee only about $191,256 at 4% or $127,504 at 6%; with 50% employer match about $127,504 at 4% or $85,003 at 6%; with 100% employer match about $95,628 at 4% or $63,752 at 6%.
2003134$820,084$293,557$8,634iApproximate average salary by contribution assumption: employee only about $215,851 at 4% or $143,900 at 6%; with 50% employer match about $143,900 at 4% or $95,934 at 6%; with 100% employer match about $107,925 at 4% or $71,950 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-34$820,084$293,557$8,634iApproximate average salary by contribution assumption: employee only about $215,851 at 4% or $143,900 at 6%; with 50% employer match about $143,900 at 4% or $95,934 at 6%; with 100% employer match about $107,925 at 4% or $71,950 at 6%.
2002124$446,776$193,034$8,043iApproximate average salary by contribution assumption: employee only about $201,077 at 4% or $134,051 at 6%; with 50% employer match about $134,051 at 4% or $89,368 at 6%; with 100% employer match about $100,539 at 4% or $67,026 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-24$446,776$193,034$8,043iApproximate average salary by contribution assumption: employee only about $201,077 at 4% or $134,051 at 6%; with 50% employer match about $134,051 at 4% or $89,368 at 6%; with 100% employer match about $100,539 at 4% or $67,026 at 6%.
2001137$0$0-
Cuso Financial Services, L.P. 401K Savings Plan-37---
2000127$0$0-
Cuso Financial Services, L.P. 401K Savings Plan-27---
1999116$107,961$82,630$5,164iApproximate average salary by contribution assumption: employee only about $129,109 at 4% or $86,073 at 6%; with 50% employer match about $86,073 at 4% or $57,382 at 6%; with 100% employer match about $64,555 at 4% or $43,036 at 6%.
Cuso Financial Services, L.P. 401K Savings Plan-16$107,961$82,630$5,164iApproximate average salary by contribution assumption: employee only about $129,109 at 4% or $86,073 at 6%; with 50% employer match about $86,073 at 4% or $57,382 at 6%; with 100% employer match about $64,555 at 4% or $43,036 at 6%.