Civic Intelligence

Cu Strategic Planning

Plan context: Cu Strategic Planning 401K Plan

EIN 46-2028349 • Tacoma, WA • 10 filings • 1 plans

950 BroadwaySuite 403Tacoma, WA 98402
Current Snapshot

Latest Year

2023

2023 Participants

31

2023 Assets

$2,539,508

2023 Contributions

$403,501

Historical Graphs

Total Assets Over Time

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

$2,539,508$1,269,754$0201520192023YearValue
$2,539,508Latest year 2023

Participants Over Time

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

31160201520192023YearValue
31Latest year 2023

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
2023131$2,539,508$403,501$13,016iApproximate average salary by contribution assumption: employee only about $325,404 at 4% or $216,936 at 6%; with 50% employer match about $216,936 at 4% or $144,624 at 6%; with 100% employer match about $162,702 at 4% or $108,468 at 6%.
Cu Strategic Planning 401K Plan-31$2,539,508$403,501$13,016iApproximate average salary by contribution assumption: employee only about $325,404 at 4% or $216,936 at 6%; with 50% employer match about $216,936 at 4% or $144,624 at 6%; with 100% employer match about $162,702 at 4% or $108,468 at 6%.
2022129$1,798,081$541,735$18,681iApproximate average salary by contribution assumption: employee only about $467,013 at 4% or $311,342 at 6%; with 50% employer match about $311,342 at 4% or $207,561 at 6%; with 100% employer match about $233,506 at 4% or $155,671 at 6%.
Cu Strategic Planning 401K Plan-29$1,798,081$541,735$18,681iApproximate average salary by contribution assumption: employee only about $467,013 at 4% or $311,342 at 6%; with 50% employer match about $311,342 at 4% or $207,561 at 6%; with 100% employer match about $233,506 at 4% or $155,671 at 6%.
2021125$1,543,080$408,171$16,327iApproximate average salary by contribution assumption: employee only about $408,171 at 4% or $272,114 at 6%; with 50% employer match about $272,114 at 4% or $181,409 at 6%; with 100% employer match about $204,086 at 4% or $136,057 at 6%.
Cu Strategic Planning 401K Plan-25$1,543,080$408,171$16,327iApproximate average salary by contribution assumption: employee only about $408,171 at 4% or $272,114 at 6%; with 50% employer match about $272,114 at 4% or $181,409 at 6%; with 100% employer match about $204,086 at 4% or $136,057 at 6%.
202019$966,667$165,944$18,438iApproximate average salary by contribution assumption: employee only about $460,956 at 4% or $307,304 at 6%; with 50% employer match about $307,304 at 4% or $204,869 at 6%; with 100% employer match about $230,478 at 4% or $153,652 at 6%.
Cu Strategic Planning 401K Plan-9$966,667$165,944$18,438iApproximate average salary by contribution assumption: employee only about $460,956 at 4% or $307,304 at 6%; with 50% employer match about $307,304 at 4% or $204,869 at 6%; with 100% employer match about $230,478 at 4% or $153,652 at 6%.
201919$655,890$163,338$18,149iApproximate average salary by contribution assumption: employee only about $453,717 at 4% or $302,478 at 6%; with 50% employer match about $302,478 at 4% or $201,652 at 6%; with 100% employer match about $226,858 at 4% or $151,239 at 6%.
Cu Strategic Planning 401K Plan-9$655,890$163,338$18,149iApproximate average salary by contribution assumption: employee only about $453,717 at 4% or $302,478 at 6%; with 50% employer match about $302,478 at 4% or $201,652 at 6%; with 100% employer match about $226,858 at 4% or $151,239 at 6%.
2018110$385,944$167,180$16,718iApproximate average salary by contribution assumption: employee only about $417,950 at 4% or $278,633 at 6%; with 50% employer match about $278,633 at 4% or $185,756 at 6%; with 100% employer match about $208,975 at 4% or $139,317 at 6%.
Cu Strategic Planning 401K Plan-10$385,944$167,180$16,718iApproximate average salary by contribution assumption: employee only about $417,950 at 4% or $278,633 at 6%; with 50% employer match about $278,633 at 4% or $185,756 at 6%; with 100% employer match about $208,975 at 4% or $139,317 at 6%.
2017110$270,213$124,417$12,442iApproximate average salary by contribution assumption: employee only about $311,043 at 4% or $207,362 at 6%; with 50% employer match about $207,362 at 4% or $138,241 at 6%; with 100% employer match about $155,521 at 4% or $103,681 at 6%.
Cu Strategic Planning 401K Plan-10$270,213$124,417$12,442iApproximate average salary by contribution assumption: employee only about $311,043 at 4% or $207,362 at 6%; with 50% employer match about $207,362 at 4% or $138,241 at 6%; with 100% employer match about $155,521 at 4% or $103,681 at 6%.
201619$113,302$79,961$8,885iApproximate average salary by contribution assumption: employee only about $222,114 at 4% or $148,076 at 6%; with 50% employer match about $148,076 at 4% or $98,717 at 6%; with 100% employer match about $111,057 at 4% or $74,038 at 6%.
Cu Strategic Planning 401K Plan-9$113,302$79,961$8,885iApproximate average salary by contribution assumption: employee only about $222,114 at 4% or $148,076 at 6%; with 50% employer match about $148,076 at 4% or $98,717 at 6%; with 100% employer match about $111,057 at 4% or $74,038 at 6%.
201516$25,241$27,749$4,625iApproximate average salary by contribution assumption: employee only about $115,621 at 4% or $77,081 at 6%; with 50% employer match about $77,081 at 4% or $51,387 at 6%; with 100% employer match about $57,810 at 4% or $38,540 at 6%.
Cu Strategic Planning 401K Plan-6$25,241$27,749$4,625iApproximate average salary by contribution assumption: employee only about $115,621 at 4% or $77,081 at 6%; with 50% employer match about $77,081 at 4% or $51,387 at 6%; with 100% employer match about $57,810 at 4% or $38,540 at 6%.
201410$0$0-
Cu Strategic Planning 401K Plan-0$0--