Cardinal CPA Group LLC
Plan context: Cardinal CPA Group LLC 401(K) Plan
EIN 35-1831899 • Muncie, IN • 26 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$2,399,590
2024 Contributions
$113,591
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $2,399,590 | $113,591 | $8,114iApproximate average salary by contribution assumption: employee only about $202,841 at 4% or $135,227 at 6%; with 50% employer match about $135,227 at 4% or $90,152 at 6%; with 100% employer match about $101,421 at 4% or $67,614 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 14 | $2,399,590 | $113,591 | $8,114iApproximate average salary by contribution assumption: employee only about $202,841 at 4% or $135,227 at 6%; with 50% employer match about $135,227 at 4% or $90,152 at 6%; with 100% employer match about $101,421 at 4% or $67,614 at 6%. |
| 2023 | 1 | 13 | $2,028,440 | $100,126 | $7,702iApproximate average salary by contribution assumption: employee only about $192,550 at 4% or $128,367 at 6%; with 50% employer match about $128,367 at 4% or $85,578 at 6%; with 100% employer match about $96,275 at 4% or $64,183 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 13 | $2,028,440 | $100,126 | $7,702iApproximate average salary by contribution assumption: employee only about $192,550 at 4% or $128,367 at 6%; with 50% employer match about $128,367 at 4% or $85,578 at 6%; with 100% employer match about $96,275 at 4% or $64,183 at 6%. |
| 2022 | 1 | 13 | $1,776,194 | $99,017 | $7,617iApproximate average salary by contribution assumption: employee only about $190,417 at 4% or $126,945 at 6%; with 50% employer match about $126,945 at 4% or $84,630 at 6%; with 100% employer match about $95,209 at 4% or $63,472 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 13 | $1,776,194 | $99,017 | $7,617iApproximate average salary by contribution assumption: employee only about $190,417 at 4% or $126,945 at 6%; with 50% employer match about $126,945 at 4% or $84,630 at 6%; with 100% employer match about $95,209 at 4% or $63,472 at 6%. |
| 2021 | 1 | 14 | $1,792,573 | $104,059 | $7,433iApproximate average salary by contribution assumption: employee only about $185,820 at 4% or $123,880 at 6%; with 50% employer match about $123,880 at 4% or $82,587 at 6%; with 100% employer match about $92,910 at 4% or $61,940 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 14 | $1,792,573 | $104,059 | $7,433iApproximate average salary by contribution assumption: employee only about $185,820 at 4% or $123,880 at 6%; with 50% employer match about $123,880 at 4% or $82,587 at 6%; with 100% employer match about $92,910 at 4% or $61,940 at 6%. |
| 2020 | 1 | 17 | $1,672,654 | $130,317 | $7,666iApproximate average salary by contribution assumption: employee only about $191,643 at 4% or $127,762 at 6%; with 50% employer match about $127,762 at 4% or $85,175 at 6%; with 100% employer match about $95,821 at 4% or $63,881 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 17 | $1,672,654 | $130,317 | $7,666iApproximate average salary by contribution assumption: employee only about $191,643 at 4% or $127,762 at 6%; with 50% employer match about $127,762 at 4% or $85,175 at 6%; with 100% employer match about $95,821 at 4% or $63,881 at 6%. |
| 2019 | 1 | 16 | $1,417,140 | $88,721 | $5,545iApproximate average salary by contribution assumption: employee only about $138,627 at 4% or $92,418 at 6%; with 50% employer match about $92,418 at 4% or $61,612 at 6%; with 100% employer match about $69,313 at 4% or $46,209 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 16 | $1,417,140 | $88,721 | $5,545iApproximate average salary by contribution assumption: employee only about $138,627 at 4% or $92,418 at 6%; with 50% employer match about $92,418 at 4% or $61,612 at 6%; with 100% employer match about $69,313 at 4% or $46,209 at 6%. |
| 2018 | 1 | 13 | $1,158,080 | $77,916 | $5,994iApproximate average salary by contribution assumption: employee only about $149,838 at 4% or $99,892 at 6%; with 50% employer match about $99,892 at 4% or $66,595 at 6%; with 100% employer match about $74,919 at 4% or $49,946 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 13 | $1,158,080 | $77,916 | $5,994iApproximate average salary by contribution assumption: employee only about $149,838 at 4% or $99,892 at 6%; with 50% employer match about $99,892 at 4% or $66,595 at 6%; with 100% employer match about $74,919 at 4% or $49,946 at 6%. |
| 2017 | 1 | 11 | $1,135,066 | $109,768 | $9,979iApproximate average salary by contribution assumption: employee only about $249,473 at 4% or $166,315 at 6%; with 50% employer match about $166,315 at 4% or $110,877 at 6%; with 100% employer match about $124,736 at 4% or $83,158 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 11 | $1,135,066 | $109,768 | $9,979iApproximate average salary by contribution assumption: employee only about $249,473 at 4% or $166,315 at 6%; with 50% employer match about $166,315 at 4% or $110,877 at 6%; with 100% employer match about $124,736 at 4% or $83,158 at 6%. |
| 2016 | 1 | 11 | $966,035 | $87,508 | $7,955iApproximate average salary by contribution assumption: employee only about $198,882 at 4% or $132,588 at 6%; with 50% employer match about $132,588 at 4% or $88,392 at 6%; with 100% employer match about $99,441 at 4% or $66,294 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 11 | $966,035 | $87,508 | $7,955iApproximate average salary by contribution assumption: employee only about $198,882 at 4% or $132,588 at 6%; with 50% employer match about $132,588 at 4% or $88,392 at 6%; with 100% employer match about $99,441 at 4% or $66,294 at 6%. |
| 2015 | 1 | 10 | $899,106 | $99,876 | $9,988iApproximate average salary by contribution assumption: employee only about $249,690 at 4% or $166,460 at 6%; with 50% employer match about $166,460 at 4% or $110,973 at 6%; with 100% employer match about $124,845 at 4% or $83,230 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 10 | $899,106 | $99,876 | $9,988iApproximate average salary by contribution assumption: employee only about $249,690 at 4% or $166,460 at 6%; with 50% employer match about $166,460 at 4% or $110,973 at 6%; with 100% employer match about $124,845 at 4% or $83,230 at 6%. |
| 2014 | 1 | 10 | $808,671 | $72,658 | $7,266iApproximate average salary by contribution assumption: employee only about $181,645 at 4% or $121,097 at 6%; with 50% employer match about $121,097 at 4% or $80,731 at 6%; with 100% employer match about $90,823 at 4% or $60,548 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 10 | $808,671 | $72,658 | $7,266iApproximate average salary by contribution assumption: employee only about $181,645 at 4% or $121,097 at 6%; with 50% employer match about $121,097 at 4% or $80,731 at 6%; with 100% employer match about $90,823 at 4% or $60,548 at 6%. |
| 2013 | 1 | 10 | $1,022,879 | $85,771 | $8,577iApproximate average salary by contribution assumption: employee only about $214,428 at 4% or $142,952 at 6%; with 50% employer match about $142,952 at 4% or $95,301 at 6%; with 100% employer match about $107,214 at 4% or $71,476 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 10 | $1,022,879 | $85,771 | $8,577iApproximate average salary by contribution assumption: employee only about $214,428 at 4% or $142,952 at 6%; with 50% employer match about $142,952 at 4% or $95,301 at 6%; with 100% employer match about $107,214 at 4% or $71,476 at 6%. |
| 2012 | 1 | 9 | $834,638 | $101,059 | $11,229iApproximate average salary by contribution assumption: employee only about $280,719 at 4% or $187,146 at 6%; with 50% employer match about $187,146 at 4% or $124,764 at 6%; with 100% employer match about $140,360 at 4% or $93,573 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 9 | $834,638 | $101,059 | $11,229iApproximate average salary by contribution assumption: employee only about $280,719 at 4% or $187,146 at 6%; with 50% employer match about $187,146 at 4% or $124,764 at 6%; with 100% employer match about $140,360 at 4% or $93,573 at 6%. |
| 2011 | 1 | 10 | $900,313 | $68,168 | $6,817iApproximate average salary by contribution assumption: employee only about $170,420 at 4% or $113,613 at 6%; with 50% employer match about $113,613 at 4% or $75,742 at 6%; with 100% employer match about $85,210 at 4% or $56,807 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 10 | $900,313 | $68,168 | $6,817iApproximate average salary by contribution assumption: employee only about $170,420 at 4% or $113,613 at 6%; with 50% employer match about $113,613 at 4% or $75,742 at 6%; with 100% employer match about $85,210 at 4% or $56,807 at 6%. |
| 2010 | 1 | 10 | $820,642 | $74,117 | $7,412iApproximate average salary by contribution assumption: employee only about $185,293 at 4% or $123,528 at 6%; with 50% employer match about $123,528 at 4% or $82,352 at 6%; with 100% employer match about $92,646 at 4% or $61,764 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 10 | $820,642 | $74,117 | $7,412iApproximate average salary by contribution assumption: employee only about $185,293 at 4% or $123,528 at 6%; with 50% employer match about $123,528 at 4% or $82,352 at 6%; with 100% employer match about $92,646 at 4% or $61,764 at 6%. |
| 2009 | 1 | 10 | $695,381 | $85,550 | $8,555iApproximate average salary by contribution assumption: employee only about $213,875 at 4% or $142,583 at 6%; with 50% employer match about $142,583 at 4% or $95,056 at 6%; with 100% employer match about $106,938 at 4% or $71,292 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 10 | $695,381 | $85,550 | $8,555iApproximate average salary by contribution assumption: employee only about $213,875 at 4% or $142,583 at 6%; with 50% employer match about $142,583 at 4% or $95,056 at 6%; with 100% employer match about $106,938 at 4% or $71,292 at 6%. |
| 2008 | 1 | 10 | $508,669 | $81,257 | $8,126iApproximate average salary by contribution assumption: employee only about $203,143 at 4% or $135,428 at 6%; with 50% employer match about $135,428 at 4% or $90,286 at 6%; with 100% employer match about $101,571 at 4% or $67,714 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 10 | $508,669 | $81,257 | $8,126iApproximate average salary by contribution assumption: employee only about $203,143 at 4% or $135,428 at 6%; with 50% employer match about $135,428 at 4% or $90,286 at 6%; with 100% employer match about $101,571 at 4% or $67,714 at 6%. |
| 2007 | 1 | 9 | $659,233 | $86,150 | $9,572iApproximate average salary by contribution assumption: employee only about $239,306 at 4% or $159,537 at 6%; with 50% employer match about $159,537 at 4% or $106,358 at 6%; with 100% employer match about $119,653 at 4% or $79,769 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 9 | $659,233 | $86,150 | $9,572iApproximate average salary by contribution assumption: employee only about $239,306 at 4% or $159,537 at 6%; with 50% employer match about $159,537 at 4% or $106,358 at 6%; with 100% employer match about $119,653 at 4% or $79,769 at 6%. |
| 2006 | 1 | 11 | $539,486 | $79,280 | $7,207iApproximate average salary by contribution assumption: employee only about $180,182 at 4% or $120,121 at 6%; with 50% employer match about $120,121 at 4% or $80,081 at 6%; with 100% employer match about $90,091 at 4% or $60,061 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 11 | $539,486 | $79,280 | $7,207iApproximate average salary by contribution assumption: employee only about $180,182 at 4% or $120,121 at 6%; with 50% employer match about $120,121 at 4% or $80,081 at 6%; with 100% employer match about $90,091 at 4% or $60,061 at 6%. |
| 2005 | 1 | 11 | $442,524 | $87,907 | $7,992iApproximate average salary by contribution assumption: employee only about $199,789 at 4% or $133,192 at 6%; with 50% employer match about $133,192 at 4% or $88,795 at 6%; with 100% employer match about $99,894 at 4% or $66,596 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 11 | $442,524 | $87,907 | $7,992iApproximate average salary by contribution assumption: employee only about $199,789 at 4% or $133,192 at 6%; with 50% employer match about $133,192 at 4% or $88,795 at 6%; with 100% employer match about $99,894 at 4% or $66,596 at 6%. |
| 2004 | 1 | 9 | $333,109 | $72,108 | $8,012iApproximate average salary by contribution assumption: employee only about $200,300 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,767 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 9 | $333,109 | $72,108 | $8,012iApproximate average salary by contribution assumption: employee only about $200,300 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,767 at 6%. |
| 2003 | 1 | 9 | $237,089 | $62,395 | $6,933iApproximate average salary by contribution assumption: employee only about $173,319 at 4% or $115,546 at 6%; with 50% employer match about $115,546 at 4% or $77,031 at 6%; with 100% employer match about $86,660 at 4% or $57,773 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 9 | $237,089 | $62,395 | $6,933iApproximate average salary by contribution assumption: employee only about $173,319 at 4% or $115,546 at 6%; with 50% employer match about $115,546 at 4% or $77,031 at 6%; with 100% employer match about $86,660 at 4% or $57,773 at 6%. |
| 2002 | 1 | 8 | $173,225 | $43,169 | $5,396iApproximate average salary by contribution assumption: employee only about $134,903 at 4% or $89,935 at 6%; with 50% employer match about $89,935 at 4% or $59,957 at 6%; with 100% employer match about $67,452 at 4% or $44,968 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 8 | $173,225 | $43,169 | $5,396iApproximate average salary by contribution assumption: employee only about $134,903 at 4% or $89,935 at 6%; with 50% employer match about $89,935 at 4% or $59,957 at 6%; with 100% employer match about $67,452 at 4% or $44,968 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Cardinal CPA Group LLC 401(K) Plan | - | 0 | - | - | - |
| 2000 | 2 | 11 | $233,590 | $80,564 | $7,324iApproximate average salary by contribution assumption: employee only about $183,100 at 4% or $122,067 at 6%; with 50% employer match about $122,067 at 4% or $81,378 at 6%; with 100% employer match about $91,550 at 4% or $61,033 at 6%. |
| Cardinal CPA Group LLC 401(K) Plan | - | 11 | $232,590 | $50,582 | $4,598iApproximate average salary by contribution assumption: employee only about $114,959 at 4% or $76,639 at 6%; with 50% employer match about $76,639 at 4% or $51,093 at 6%; with 100% employer match about $57,480 at 4% or $38,320 at 6%. |
| SIMMONS CARROLL SUMMERS ESTEP & WHISLER PRO PLUS 125 PLAN | - | 11 | $1,000 | $29,982 | $2,726iApproximate average salary by contribution assumption: employee only about $68,141 at 4% or $45,427 at 6%; with 50% employer match about $45,427 at 4% or $30,285 at 6%; with 100% employer match about $34,070 at 4% or $22,714 at 6%. |