Civic Intelligence

Cfg Wealth Management Services Inc.

Plan context: Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan

EIN 35-1940574 • Indianapolis, IN • 19 filings • 4 plans

9840 Westpoint Dr., Suite 150Indianapolis, IN 46256
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,732,291

2024 Contributions

$65,472

Historical Graphs

Total Assets Over Time

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

$1,965,666$982,833$0200620162024YearValue
$1,732,291Latest year 2024

Participants Over Time

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

320200620152024YearValue
2Latest 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
202412$1,732,291$65,472$32,736iApproximate average salary by contribution assumption: employee only about $818,400 at 4% or $545,600 at 6%; with 50% employer match about $545,600 at 4% or $363,733 at 6%; with 100% employer match about $409,200 at 4% or $272,800 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$1,732,291$65,472$32,736iApproximate average salary by contribution assumption: employee only about $818,400 at 4% or $545,600 at 6%; with 50% employer match about $545,600 at 4% or $363,733 at 6%; with 100% employer match about $409,200 at 4% or $272,800 at 6%.
202312$1,671,725$66,320$33,160iApproximate average salary by contribution assumption: employee only about $829,000 at 4% or $552,667 at 6%; with 50% employer match about $552,667 at 4% or $368,444 at 6%; with 100% employer match about $414,500 at 4% or $276,333 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$1,671,725$66,320$33,160iApproximate average salary by contribution assumption: employee only about $829,000 at 4% or $552,667 at 6%; with 50% employer match about $552,667 at 4% or $368,444 at 6%; with 100% employer match about $414,500 at 4% or $276,333 at 6%.
202212$1,618,171$60,552$30,276iApproximate average salary by contribution assumption: employee only about $756,900 at 4% or $504,600 at 6%; with 50% employer match about $504,600 at 4% or $336,400 at 6%; with 100% employer match about $378,450 at 4% or $252,300 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$1,618,171$60,552$30,276iApproximate average salary by contribution assumption: employee only about $756,900 at 4% or $504,600 at 6%; with 50% employer match about $504,600 at 4% or $336,400 at 6%; with 100% employer match about $378,450 at 4% or $252,300 at 6%.
202112$1,965,666$84,405$42,203iApproximate average salary by contribution assumption: employee only about $1,055,063 at 4% or $703,375 at 6%; with 50% employer match about $703,375 at 4% or $468,917 at 6%; with 100% employer match about $527,531 at 4% or $351,688 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$1,965,666$84,405$42,203iApproximate average salary by contribution assumption: employee only about $1,055,063 at 4% or $703,375 at 6%; with 50% employer match about $703,375 at 4% or $468,917 at 6%; with 100% employer match about $527,531 at 4% or $351,688 at 6%.
202012$1,319,315$57,428$28,714iApproximate average salary by contribution assumption: employee only about $717,850 at 4% or $478,567 at 6%; with 50% employer match about $478,567 at 4% or $319,044 at 6%; with 100% employer match about $358,925 at 4% or $239,283 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$1,319,315$57,428$28,714iApproximate average salary by contribution assumption: employee only about $717,850 at 4% or $478,567 at 6%; with 50% employer match about $478,567 at 4% or $319,044 at 6%; with 100% employer match about $358,925 at 4% or $239,283 at 6%.
201912$954,759$47,424$23,712iApproximate average salary by contribution assumption: employee only about $592,800 at 4% or $395,200 at 6%; with 50% employer match about $395,200 at 4% or $263,467 at 6%; with 100% employer match about $296,400 at 4% or $197,600 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$954,759$47,424$23,712iApproximate average salary by contribution assumption: employee only about $592,800 at 4% or $395,200 at 6%; with 50% employer match about $395,200 at 4% or $263,467 at 6%; with 100% employer match about $296,400 at 4% or $197,600 at 6%.
201812$738,935$37,181$18,591iApproximate average salary by contribution assumption: employee only about $464,763 at 4% or $309,842 at 6%; with 50% employer match about $309,842 at 4% or $206,561 at 6%; with 100% employer match about $232,381 at 4% or $154,921 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$738,935$37,181$18,591iApproximate average salary by contribution assumption: employee only about $464,763 at 4% or $309,842 at 6%; with 50% employer match about $309,842 at 4% or $206,561 at 6%; with 100% employer match about $232,381 at 4% or $154,921 at 6%.
201712$756,012$41,408$20,704iApproximate average salary by contribution assumption: employee only about $517,600 at 4% or $345,067 at 6%; with 50% employer match about $345,067 at 4% or $230,044 at 6%; with 100% employer match about $258,800 at 4% or $172,533 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$756,012$41,408$20,704iApproximate average salary by contribution assumption: employee only about $517,600 at 4% or $345,067 at 6%; with 50% employer match about $345,067 at 4% or $230,044 at 6%; with 100% employer match about $258,800 at 4% or $172,533 at 6%.
201612$602,277$43,880$21,940iApproximate average salary by contribution assumption: employee only about $548,500 at 4% or $365,667 at 6%; with 50% employer match about $365,667 at 4% or $243,778 at 6%; with 100% employer match about $274,250 at 4% or $182,833 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$602,277$43,880$21,940iApproximate average salary by contribution assumption: employee only about $548,500 at 4% or $365,667 at 6%; with 50% employer match about $365,667 at 4% or $243,778 at 6%; with 100% employer match about $274,250 at 4% or $182,833 at 6%.
201513$507,720$45,531$15,177iApproximate average salary by contribution assumption: employee only about $379,425 at 4% or $252,950 at 6%; with 50% employer match about $252,950 at 4% or $168,633 at 6%; with 100% employer match about $189,713 at 4% or $126,475 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3$507,720$45,531$15,177iApproximate average salary by contribution assumption: employee only about $379,425 at 4% or $252,950 at 6%; with 50% employer match about $252,950 at 4% or $168,633 at 6%; with 100% employer match about $189,713 at 4% or $126,475 at 6%.
201413$533,001$54,063$18,021iApproximate average salary by contribution assumption: employee only about $450,525 at 4% or $300,350 at 6%; with 50% employer match about $300,350 at 4% or $200,233 at 6%; with 100% employer match about $225,263 at 4% or $150,175 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3$533,001$54,063$18,021iApproximate average salary by contribution assumption: employee only about $450,525 at 4% or $300,350 at 6%; with 50% employer match about $300,350 at 4% or $200,233 at 6%; with 100% employer match about $225,263 at 4% or $150,175 at 6%.
201313$517,964$46,538$15,513iApproximate average salary by contribution assumption: employee only about $387,817 at 4% or $258,544 at 6%; with 50% employer match about $258,544 at 4% or $172,363 at 6%; with 100% employer match about $193,908 at 4% or $129,272 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3$517,964$46,538$15,513iApproximate average salary by contribution assumption: employee only about $387,817 at 4% or $258,544 at 6%; with 50% employer match about $258,544 at 4% or $172,363 at 6%; with 100% employer match about $193,908 at 4% or $129,272 at 6%.
201213$451,472$49,791$16,597iApproximate average salary by contribution assumption: employee only about $414,925 at 4% or $276,617 at 6%; with 50% employer match about $276,617 at 4% or $184,411 at 6%; with 100% employer match about $207,463 at 4% or $138,308 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3$451,472$49,791$16,597iApproximate average salary by contribution assumption: employee only about $414,925 at 4% or $276,617 at 6%; with 50% employer match about $276,617 at 4% or $184,411 at 6%; with 100% employer match about $207,463 at 4% or $138,308 at 6%.
201113$368,953$47,701$15,900iApproximate average salary by contribution assumption: employee only about $397,508 at 4% or $265,006 at 6%; with 50% employer match about $265,006 at 4% or $176,670 at 6%; with 100% employer match about $198,754 at 4% or $132,503 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3$368,953$47,701$15,900iApproximate average salary by contribution assumption: employee only about $397,508 at 4% or $265,006 at 6%; with 50% employer match about $265,006 at 4% or $176,670 at 6%; with 100% employer match about $198,754 at 4% or $132,503 at 6%.
201013$329,931$48,542$16,181iApproximate average salary by contribution assumption: employee only about $404,517 at 4% or $269,678 at 6%; with 50% employer match about $269,678 at 4% or $179,785 at 6%; with 100% employer match about $202,258 at 4% or $134,839 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3$329,931$48,542$16,181iApproximate average salary by contribution assumption: employee only about $404,517 at 4% or $269,678 at 6%; with 50% employer match about $269,678 at 4% or $179,785 at 6%; with 100% employer match about $202,258 at 4% or $134,839 at 6%.
200913$250,134$40,469$13,490iApproximate average salary by contribution assumption: employee only about $337,242 at 4% or $224,828 at 6%; with 50% employer match about $224,828 at 4% or $149,885 at 6%; with 100% employer match about $168,621 at 4% or $112,414 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3$250,134$40,469$13,490iApproximate average salary by contribution assumption: employee only about $337,242 at 4% or $224,828 at 6%; with 50% employer match about $224,828 at 4% or $149,885 at 6%; with 100% employer match about $168,621 at 4% or $112,414 at 6%.
200813$161,622$35,666$11,889iApproximate average salary by contribution assumption: employee only about $297,217 at 4% or $198,144 at 6%; with 50% employer match about $198,144 at 4% or $132,096 at 6%; with 100% employer match about $148,608 at 4% or $99,072 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3$161,622$35,666$11,889iApproximate average salary by contribution assumption: employee only about $297,217 at 4% or $198,144 at 6%; with 50% employer match about $198,144 at 4% or $132,096 at 6%; with 100% employer match about $148,608 at 4% or $99,072 at 6%.
200713$0$0-
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-3---
200612$35,103$35,807$17,904iApproximate average salary by contribution assumption: employee only about $447,588 at 4% or $298,392 at 6%; with 50% employer match about $298,392 at 4% or $198,928 at 6%; with 100% employer match about $223,794 at 4% or $149,196 at 6%.
Cfg Wealth Management Services Inc. 401(K) Profit Sharing Plan-2$35,103$35,807$17,904iApproximate average salary by contribution assumption: employee only about $447,588 at 4% or $298,392 at 6%; with 50% employer match about $298,392 at 4% or $198,928 at 6%; with 100% employer match about $223,794 at 4% or $149,196 at 6%.