Civic Intelligence

C & B WEALTH MANAGEMENT INC

Plan context: C & B WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-3438991 • Armonk, NY • 11 filings • 2 plans

20 Maple AveArmonk, NY 10504-1836
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,900,915

2025 Contributions

$166,887

Historical Graphs

Total Assets Over Time

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

$1,900,915$950,458$0201520202025YearValue
$1,900,915Latest year 2025

Participants Over Time

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

530201520202025YearValue
5Latest year 2025

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
202515$1,900,915$166,887$33,377iApproximate average salary by contribution assumption: employee only about $834,435 at 4% or $556,290 at 6%; with 50% employer match about $556,290 at 4% or $370,860 at 6%; with 100% employer match about $417,218 at 4% or $278,145 at 6%.
C & B WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-5$1,900,915$166,887$33,377iApproximate average salary by contribution assumption: employee only about $834,435 at 4% or $556,290 at 6%; with 50% employer match about $556,290 at 4% or $370,860 at 6%; with 100% employer match about $417,218 at 4% or $278,145 at 6%.
202415$1,489,266$163,269$32,654iApproximate average salary by contribution assumption: employee only about $816,345 at 4% or $544,230 at 6%; with 50% employer match about $544,230 at 4% or $362,820 at 6%; with 100% employer match about $408,173 at 4% or $272,115 at 6%.
C & B WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-5$1,489,266$163,269$32,654iApproximate average salary by contribution assumption: employee only about $816,345 at 4% or $544,230 at 6%; with 50% employer match about $544,230 at 4% or $362,820 at 6%; with 100% employer match about $408,173 at 4% or $272,115 at 6%.
202315$1,157,270$159,015$31,803iApproximate average salary by contribution assumption: employee only about $795,075 at 4% or $530,050 at 6%; with 50% employer match about $530,050 at 4% or $353,367 at 6%; with 100% employer match about $397,538 at 4% or $265,025 at 6%.
C & B WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-5$1,157,270$159,015$31,803iApproximate average salary by contribution assumption: employee only about $795,075 at 4% or $530,050 at 6%; with 50% employer match about $530,050 at 4% or $353,367 at 6%; with 100% employer match about $397,538 at 4% or $265,025 at 6%.
202215$679,558$134,221$26,844iApproximate average salary by contribution assumption: employee only about $671,105 at 4% or $447,403 at 6%; with 50% employer match about $447,403 at 4% or $298,269 at 6%; with 100% employer match about $335,553 at 4% or $223,702 at 6%.
C & B WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-5$679,558$134,221$26,844iApproximate average salary by contribution assumption: employee only about $671,105 at 4% or $447,403 at 6%; with 50% employer match about $447,403 at 4% or $298,269 at 6%; with 100% employer match about $335,553 at 4% or $223,702 at 6%.
202115$851,613$141,178$28,236iApproximate average salary by contribution assumption: employee only about $705,890 at 4% or $470,593 at 6%; with 50% employer match about $470,593 at 4% or $313,729 at 6%; with 100% employer match about $352,945 at 4% or $235,297 at 6%.
C & B WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-5$851,613$141,178$28,236iApproximate average salary by contribution assumption: employee only about $705,890 at 4% or $470,593 at 6%; with 50% employer match about $470,593 at 4% or $313,729 at 6%; with 100% employer match about $352,945 at 4% or $235,297 at 6%.
202015$524,127$83,578$16,716iApproximate average salary by contribution assumption: employee only about $417,890 at 4% or $278,593 at 6%; with 50% employer match about $278,593 at 4% or $185,729 at 6%; with 100% employer match about $208,945 at 4% or $139,297 at 6%.
C & B WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-5$524,127$83,578$16,716iApproximate average salary by contribution assumption: employee only about $417,890 at 4% or $278,593 at 6%; with 50% employer match about $278,593 at 4% or $185,729 at 6%; with 100% employer match about $208,945 at 4% or $139,297 at 6%.
201915$351,245$70,478$14,096iApproximate average salary by contribution assumption: employee only about $352,390 at 4% or $234,927 at 6%; with 50% employer match about $234,927 at 4% or $156,618 at 6%; with 100% employer match about $176,195 at 4% or $117,463 at 6%.
C & B WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-5$351,245$70,478$14,096iApproximate average salary by contribution assumption: employee only about $352,390 at 4% or $234,927 at 6%; with 50% employer match about $234,927 at 4% or $156,618 at 6%; with 100% employer match about $176,195 at 4% or $117,463 at 6%.
201815$208,745$67,521$13,504iApproximate average salary by contribution assumption: employee only about $337,605 at 4% or $225,070 at 6%; with 50% employer match about $225,070 at 4% or $150,047 at 6%; with 100% employer match about $168,803 at 4% or $112,535 at 6%.
C B WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST-5$208,745$67,521$13,504iApproximate average salary by contribution assumption: employee only about $337,605 at 4% or $225,070 at 6%; with 50% employer match about $225,070 at 4% or $150,047 at 6%; with 100% employer match about $168,803 at 4% or $112,535 at 6%.
201715$156,725$63,951$12,790iApproximate average salary by contribution assumption: employee only about $319,755 at 4% or $213,170 at 6%; with 50% employer match about $213,170 at 4% or $142,113 at 6%; with 100% employer match about $159,878 at 4% or $106,585 at 6%.
C B WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST-5$156,725$63,951$12,790iApproximate average salary by contribution assumption: employee only about $319,755 at 4% or $213,170 at 6%; with 50% employer match about $213,170 at 4% or $142,113 at 6%; with 100% employer match about $159,878 at 4% or $106,585 at 6%.
201613$69,171$28,986$9,662iApproximate average salary by contribution assumption: employee only about $241,550 at 4% or $161,033 at 6%; with 50% employer match about $161,033 at 4% or $107,356 at 6%; with 100% employer match about $120,775 at 4% or $80,517 at 6%.
C B WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST-3$69,171$28,986$9,662iApproximate average salary by contribution assumption: employee only about $241,550 at 4% or $161,033 at 6%; with 50% employer match about $161,033 at 4% or $107,356 at 6%; with 100% employer match about $120,775 at 4% or $80,517 at 6%.
201513$31,234$31,560$10,520iApproximate average salary by contribution assumption: employee only about $263,000 at 4% or $175,333 at 6%; with 50% employer match about $175,333 at 4% or $116,889 at 6%; with 100% employer match about $131,500 at 4% or $87,667 at 6%.
C B WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST-3$31,234$31,560$10,520iApproximate average salary by contribution assumption: employee only about $263,000 at 4% or $175,333 at 6%; with 50% employer match about $175,333 at 4% or $116,889 at 6%; with 100% employer match about $131,500 at 4% or $87,667 at 6%.