Civic Intelligence

Corporate Financial Advisors

Plan context: Corporate Financial Advisors, L.L.C. 401K Savings Plan

EIN 39-1835970 • Waukesha, WI • 14 filings • 3 plans

N16 W23217 Stone Ridge Dr. Ste 250Waukesha, WI 53188-1171
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$922,827

2015 Contributions

$61,261

Historical Graphs

Total Assets Over Time

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

$1,891,479$945,740$0199920102015YearValue
$922,827Latest year 2015

Participants Over Time

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

1470200020092015YearValue
4Latest year 2015

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
201514$922,827$61,261$15,315iApproximate average salary by contribution assumption: employee only about $382,881 at 4% or $255,254 at 6%; with 50% employer match about $255,254 at 4% or $170,169 at 6%; with 100% employer match about $191,441 at 4% or $127,627 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-4$922,827$61,261$15,315iApproximate average salary by contribution assumption: employee only about $382,881 at 4% or $255,254 at 6%; with 50% employer match about $255,254 at 4% or $170,169 at 6%; with 100% employer match about $191,441 at 4% or $127,627 at 6%.
201412$887,933$54,313$27,157iApproximate average salary by contribution assumption: employee only about $678,913 at 4% or $452,608 at 6%; with 50% employer match about $452,608 at 4% or $301,739 at 6%; with 100% employer match about $339,456 at 4% or $226,304 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-2$887,933$54,313$27,157iApproximate average salary by contribution assumption: employee only about $678,913 at 4% or $452,608 at 6%; with 50% employer match about $452,608 at 4% or $301,739 at 6%; with 100% employer match about $339,456 at 4% or $226,304 at 6%.
201313$1,085,609$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-3$1,085,609$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
2012113$1,891,479$123,640$9,511iApproximate average salary by contribution assumption: employee only about $237,769 at 4% or $158,513 at 6%; with 50% employer match about $158,513 at 4% or $105,675 at 6%; with 100% employer match about $118,885 at 4% or $79,256 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-13$1,891,479$123,640$9,511iApproximate average salary by contribution assumption: employee only about $237,769 at 4% or $158,513 at 6%; with 50% employer match about $158,513 at 4% or $105,675 at 6%; with 100% employer match about $118,885 at 4% or $79,256 at 6%.
2011114$1,564,493$173,860$12,419iApproximate average salary by contribution assumption: employee only about $310,464 at 4% or $206,976 at 6%; with 50% employer match about $206,976 at 4% or $137,984 at 6%; with 100% employer match about $155,232 at 4% or $103,488 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-14$1,564,493$173,860$12,419iApproximate average salary by contribution assumption: employee only about $310,464 at 4% or $206,976 at 6%; with 50% employer match about $206,976 at 4% or $137,984 at 6%; with 100% employer match about $155,232 at 4% or $103,488 at 6%.
2010112$1,423,623$181,102$15,092iApproximate average salary by contribution assumption: employee only about $377,296 at 4% or $251,531 at 6%; with 50% employer match about $251,531 at 4% or $167,687 at 6%; with 100% employer match about $188,648 at 4% or $125,765 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-12$1,423,623$181,102$15,092iApproximate average salary by contribution assumption: employee only about $377,296 at 4% or $251,531 at 6%; with 50% employer match about $251,531 at 4% or $167,687 at 6%; with 100% employer match about $188,648 at 4% or $125,765 at 6%.
200919$1,133,221$144,284$16,032iApproximate average salary by contribution assumption: employee only about $400,789 at 4% or $267,193 at 6%; with 50% employer match about $267,193 at 4% or $178,128 at 6%; with 100% employer match about $200,394 at 4% or $133,596 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-9$1,133,221$144,284$16,032iApproximate average salary by contribution assumption: employee only about $400,789 at 4% or $267,193 at 6%; with 50% employer match about $267,193 at 4% or $178,128 at 6%; with 100% employer match about $200,394 at 4% or $133,596 at 6%.
2008110$0$0-
Corporate Financial Advisors, L.L.C. 401K Savings Plan-10---
200719$0$0-
Corporate Financial Advisors, L.L.C. 401K Savings Plan-9---
2006110$969,310$240,909$24,091iApproximate average salary by contribution assumption: employee only about $602,273 at 4% or $401,515 at 6%; with 50% employer match about $401,515 at 4% or $267,677 at 6%; with 100% employer match about $301,136 at 4% or $200,758 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-10$969,310$240,909$24,091iApproximate average salary by contribution assumption: employee only about $602,273 at 4% or $401,515 at 6%; with 50% employer match about $401,515 at 4% or $267,677 at 6%; with 100% employer match about $301,136 at 4% or $200,758 at 6%.
200519$864,533$247,863$27,540iApproximate average salary by contribution assumption: employee only about $688,508 at 4% or $459,006 at 6%; with 50% employer match about $459,006 at 4% or $306,004 at 6%; with 100% employer match about $344,254 at 4% or $229,503 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-9$864,533$247,863$27,540iApproximate average salary by contribution assumption: employee only about $688,508 at 4% or $459,006 at 6%; with 50% employer match about $459,006 at 4% or $306,004 at 6%; with 100% employer match about $344,254 at 4% or $229,503 at 6%.
2004111$624,362$181,388$16,490iApproximate average salary by contribution assumption: employee only about $412,245 at 4% or $274,830 at 6%; with 50% employer match about $274,830 at 4% or $183,220 at 6%; with 100% employer match about $206,123 at 4% or $137,415 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-11$624,362$181,388$16,490iApproximate average salary by contribution assumption: employee only about $412,245 at 4% or $274,830 at 6%; with 50% employer match about $274,830 at 4% or $183,220 at 6%; with 100% employer match about $206,123 at 4% or $137,415 at 6%.
200014$161,322$49,386$12,347iApproximate average salary by contribution assumption: employee only about $308,663 at 4% or $205,775 at 6%; with 50% employer match about $205,775 at 4% or $137,183 at 6%; with 100% employer match about $154,331 at 4% or $102,888 at 6%.
Corporate Financial Advisors, L.L.C. 401K Savings Plan-4$161,322$49,386$12,347iApproximate average salary by contribution assumption: employee only about $308,663 at 4% or $205,775 at 6%; with 50% employer match about $205,775 at 4% or $137,183 at 6%; with 100% employer match about $154,331 at 4% or $102,888 at 6%.
199910$126,774$44,638-
Corporate Financial Advisors, L.L.C. 401K Savings Plan-0$126,774$44,638-