Civic Intelligence

Cardinal Equity Partners Inc.

Plan context: Cardinal Equity Partners Inc. 401(K) Plan

EIN 35-1894194 • Indianapolis, IN • 36 filings • 6 plans

8801 River Crossing BlvdSuite 320Indianapolis, IN 46240
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,324,352

2024 Contributions

$149,576

Historical Graphs

Total Assets Over Time

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

$4,324,352$2,162,176$0201120182024YearValue
$4,324,352Latest year 2024

Participants Over Time

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

125630200520152024YearValue
4Latest year 2024

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
202414$4,324,352$149,576$37,394iApproximate average salary by contribution assumption: employee only about $934,850 at 4% or $623,233 at 6%; with 50% employer match about $623,233 at 4% or $415,489 at 6%; with 100% employer match about $467,425 at 4% or $311,617 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$4,324,352$149,576$37,394iApproximate average salary by contribution assumption: employee only about $934,850 at 4% or $623,233 at 6%; with 50% employer match about $623,233 at 4% or $415,489 at 6%; with 100% employer match about $467,425 at 4% or $311,617 at 6%.
202314$3,576,941$138,497$34,624iApproximate average salary by contribution assumption: employee only about $865,606 at 4% or $577,071 at 6%; with 50% employer match about $577,071 at 4% or $384,714 at 6%; with 100% employer match about $432,803 at 4% or $288,535 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$3,576,941$138,497$34,624iApproximate average salary by contribution assumption: employee only about $865,606 at 4% or $577,071 at 6%; with 50% employer match about $577,071 at 4% or $384,714 at 6%; with 100% employer match about $432,803 at 4% or $288,535 at 6%.
202214$3,116,102$137,734$34,434iApproximate average salary by contribution assumption: employee only about $860,838 at 4% or $573,892 at 6%; with 50% employer match about $573,892 at 4% or $382,594 at 6%; with 100% employer match about $430,419 at 4% or $286,946 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$3,116,102$137,734$34,434iApproximate average salary by contribution assumption: employee only about $860,838 at 4% or $573,892 at 6%; with 50% employer match about $573,892 at 4% or $382,594 at 6%; with 100% employer match about $430,419 at 4% or $286,946 at 6%.
202114$3,524,874$166,679$41,670iApproximate average salary by contribution assumption: employee only about $1,041,744 at 4% or $694,496 at 6%; with 50% employer match about $694,496 at 4% or $462,997 at 6%; with 100% employer match about $520,872 at 4% or $347,248 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$3,524,874$166,679$41,670iApproximate average salary by contribution assumption: employee only about $1,041,744 at 4% or $694,496 at 6%; with 50% employer match about $694,496 at 4% or $462,997 at 6%; with 100% employer match about $520,872 at 4% or $347,248 at 6%.
202014$2,836,490$162,595$40,649iApproximate average salary by contribution assumption: employee only about $1,016,219 at 4% or $677,479 at 6%; with 50% employer match about $677,479 at 4% or $451,653 at 6%; with 100% employer match about $508,109 at 4% or $338,740 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$2,836,490$162,595$40,649iApproximate average salary by contribution assumption: employee only about $1,016,219 at 4% or $677,479 at 6%; with 50% employer match about $677,479 at 4% or $451,653 at 6%; with 100% employer match about $508,109 at 4% or $338,740 at 6%.
201934$2,171,387$160,511$40,128iApproximate average salary by contribution assumption: employee only about $1,003,194 at 4% or $668,796 at 6%; with 50% employer match about $668,796 at 4% or $445,864 at 6%; with 100% employer match about $501,597 at 4% or $334,398 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$2,171,387$160,511$40,128iApproximate average salary by contribution assumption: employee only about $1,003,194 at 4% or $668,796 at 6%; with 50% employer match about $668,796 at 4% or $445,864 at 6%; with 100% employer match about $501,597 at 4% or $334,398 at 6%.
J&J ADVISORS, INC. GROUP DENTAL PLAN-0---
J & J Advisors Inc. Group Life Plan-0---
20182122$1,691,513$159,490$1,307iApproximate average salary by contribution assumption: employee only about $32,682 at 4% or $21,788 at 6%; with 50% employer match about $21,788 at 4% or $14,526 at 6%; with 100% employer match about $16,341 at 4% or $10,894 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$1,691,513$159,490$39,873iApproximate average salary by contribution assumption: employee only about $996,813 at 4% or $664,542 at 6%; with 50% employer match about $664,542 at 4% or $443,028 at 6%; with 100% employer match about $498,406 at 4% or $332,271 at 6%.
J & J Advisors Inc. Group Life Plan-122---
20172125$1,743,177$150,878$1,207iApproximate average salary by contribution assumption: employee only about $30,176 at 4% or $20,117 at 6%; with 50% employer match about $20,117 at 4% or $13,411 at 6%; with 100% employer match about $15,088 at 4% or $10,059 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$1,743,177$150,878$37,720iApproximate average salary by contribution assumption: employee only about $942,988 at 4% or $628,658 at 6%; with 50% employer match about $628,658 at 4% or $419,106 at 6%; with 100% employer match about $471,494 at 4% or $314,329 at 6%.
J & J Advisors Inc. Group Life Plan-125---
20162112$1,332,488$150,506$1,344iApproximate average salary by contribution assumption: employee only about $33,595 at 4% or $22,397 at 6%; with 50% employer match about $22,397 at 4% or $14,931 at 6%; with 100% employer match about $16,798 at 4% or $11,198 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$1,332,488$150,506$37,627iApproximate average salary by contribution assumption: employee only about $940,663 at 4% or $627,108 at 6%; with 50% employer match about $627,108 at 4% or $418,072 at 6%; with 100% employer match about $470,331 at 4% or $313,554 at 6%.
J & J Advisors Inc. Group Life Plan-112---
20152110$1,103,905$149,612$1,360iApproximate average salary by contribution assumption: employee only about $34,003 at 4% or $22,668 at 6%; with 50% employer match about $22,668 at 4% or $15,112 at 6%; with 100% employer match about $17,001 at 4% or $11,334 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-4$1,103,905$149,612$37,403iApproximate average salary by contribution assumption: employee only about $935,075 at 4% or $623,383 at 6%; with 50% employer match about $623,383 at 4% or $415,589 at 6%; with 100% employer match about $467,538 at 4% or $311,692 at 6%.
J & J Advisors Inc. Group Life Plan-110---
20142109$1,032,312$143,168$1,313iApproximate average salary by contribution assumption: employee only about $32,837 at 4% or $21,891 at 6%; with 50% employer match about $21,891 at 4% or $14,594 at 6%; with 100% employer match about $16,418 at 4% or $10,946 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-5$1,032,312$143,168$28,634iApproximate average salary by contribution assumption: employee only about $715,840 at 4% or $477,227 at 6%; with 50% employer match about $477,227 at 4% or $318,151 at 6%; with 100% employer match about $357,920 at 4% or $238,613 at 6%.
J & J Advisors Inc. Group Life Plan-109---
20133108$854,928$147,953$1,370iApproximate average salary by contribution assumption: employee only about $34,248 at 4% or $22,832 at 6%; with 50% employer match about $22,832 at 4% or $15,222 at 6%; with 100% employer match about $17,124 at 4% or $11,416 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-5$854,928$147,953$29,591iApproximate average salary by contribution assumption: employee only about $739,765 at 4% or $493,177 at 6%; with 50% employer match about $493,177 at 4% or $328,784 at 6%; with 100% employer match about $369,883 at 4% or $246,588 at 6%.
J & J Advisors Inc. Group Life Plan-108---
J & J Advisors Inc. Group Ltd Plan-0---
201215$615,881$146,949$29,390iApproximate average salary by contribution assumption: employee only about $734,745 at 4% or $489,830 at 6%; with 50% employer match about $489,830 at 4% or $326,553 at 6%; with 100% employer match about $367,373 at 4% or $244,915 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-5$615,881$146,949$29,390iApproximate average salary by contribution assumption: employee only about $734,745 at 4% or $489,830 at 6%; with 50% employer match about $489,830 at 4% or $326,553 at 6%; with 100% employer match about $367,373 at 4% or $244,915 at 6%.
2011299$446,110$92,393$933iApproximate average salary by contribution assumption: employee only about $23,332 at 4% or $15,554 at 6%; with 50% employer match about $15,554 at 4% or $10,370 at 6%; with 100% employer match about $11,666 at 4% or $7,777 at 6%.
Cardinal Equity Partners Inc. 401(K) Plan-5$446,110$92,393$18,479iApproximate average salary by contribution assumption: employee only about $461,965 at 4% or $307,977 at 6%; with 50% employer match about $307,977 at 4% or $205,318 at 6%; with 100% employer match about $230,982 at 4% or $153,988 at 6%.
J & J Advisors Inc. Group Life Plan-99---
20102100$0$0-
J & J Advisors Inc. Group Ltd Plan-99---
J & J Advisors Inc. Group Life Plan-100---
20092100$0$0-
J & J Advisors Inc. Group Ltd Plan-100---
J & J Advisors Inc. Group Life Plan-100---
20082107$0$0-
J & J Advisors Inc. Group Life Plan-107---
J & J Advisors Inc. Group Ltd Plan-107---
20072105$0$0-
J & J Advisors Inc. Group Life Plan-105---
J & J Advisors Inc. Group Ltd Plan-105---
20062117$0$0-
J & J Advisors Inc. Group Life Plan-117---
J & J Advisors Inc. Group Ltd Plan-116---
20052110$0$0-
J & J Advisors Inc. Group Ltd Plan-110---
J & J Advisors Inc. Group Life Plan-109---