Civic Intelligence

CFO by Design Inc

Plan context: CFO by Design Inc 401 K Profit Sharing Plan Trust

EIN 46-3596232 • Austin, TX • 10 filings • 2 plans

4301 W William Cannon DrSte B150 #128Austin, TX 78749
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,043,815

2024 Contributions

$73,259

Historical Graphs

Total Assets Over Time

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

$1,043,815$521,908$0201520202024YearValue
$1,043,815Latest year 2024

Participants Over Time

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

1580201520202024YearValue
15Latest 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
2024115$1,043,815$73,259$4,884iApproximate average salary by contribution assumption: employee only about $122,098 at 4% or $81,399 at 6%; with 50% employer match about $81,399 at 4% or $54,266 at 6%; with 100% employer match about $61,049 at 4% or $40,699 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-15$1,043,815$73,259$4,884iApproximate average salary by contribution assumption: employee only about $122,098 at 4% or $81,399 at 6%; with 50% employer match about $81,399 at 4% or $54,266 at 6%; with 100% employer match about $61,049 at 4% or $40,699 at 6%.
2023114$846,667$70,341$5,024iApproximate average salary by contribution assumption: employee only about $125,609 at 4% or $83,739 at 6%; with 50% employer match about $83,739 at 4% or $55,826 at 6%; with 100% employer match about $62,804 at 4% or $41,870 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-14$846,667$70,341$5,024iApproximate average salary by contribution assumption: employee only about $125,609 at 4% or $83,739 at 6%; with 50% employer match about $83,739 at 4% or $55,826 at 6%; with 100% employer match about $62,804 at 4% or $41,870 at 6%.
2022111$655,186$65,838$5,985iApproximate average salary by contribution assumption: employee only about $149,632 at 4% or $99,755 at 6%; with 50% employer match about $99,755 at 4% or $66,503 at 6%; with 100% employer match about $74,816 at 4% or $49,877 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-11$655,186$65,838$5,985iApproximate average salary by contribution assumption: employee only about $149,632 at 4% or $99,755 at 6%; with 50% employer match about $99,755 at 4% or $66,503 at 6%; with 100% employer match about $74,816 at 4% or $49,877 at 6%.
2021112$747,398$64,880$5,407iApproximate average salary by contribution assumption: employee only about $135,167 at 4% or $90,111 at 6%; with 50% employer match about $90,111 at 4% or $60,074 at 6%; with 100% employer match about $67,583 at 4% or $45,056 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-12$747,398$64,880$5,407iApproximate average salary by contribution assumption: employee only about $135,167 at 4% or $90,111 at 6%; with 50% employer match about $90,111 at 4% or $60,074 at 6%; with 100% employer match about $67,583 at 4% or $45,056 at 6%.
2020112$584,084$63,104$5,259iApproximate average salary by contribution assumption: employee only about $131,467 at 4% or $87,644 at 6%; with 50% employer match about $87,644 at 4% or $58,430 at 6%; with 100% employer match about $65,733 at 4% or $43,822 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-12$584,084$63,104$5,259iApproximate average salary by contribution assumption: employee only about $131,467 at 4% or $87,644 at 6%; with 50% employer match about $87,644 at 4% or $58,430 at 6%; with 100% employer match about $65,733 at 4% or $43,822 at 6%.
2019113$450,811$54,658$4,204iApproximate average salary by contribution assumption: employee only about $105,112 at 4% or $70,074 at 6%; with 50% employer match about $70,074 at 4% or $46,716 at 6%; with 100% employer match about $52,556 at 4% or $35,037 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-13$450,811$54,658$4,204iApproximate average salary by contribution assumption: employee only about $105,112 at 4% or $70,074 at 6%; with 50% employer match about $70,074 at 4% or $46,716 at 6%; with 100% employer match about $52,556 at 4% or $35,037 at 6%.
201819$304,323$61,644$6,849iApproximate average salary by contribution assumption: employee only about $171,233 at 4% or $114,156 at 6%; with 50% employer match about $114,156 at 4% or $76,104 at 6%; with 100% employer match about $85,617 at 4% or $57,078 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-9$304,323$61,644$6,849iApproximate average salary by contribution assumption: employee only about $171,233 at 4% or $114,156 at 6%; with 50% employer match about $114,156 at 4% or $76,104 at 6%; with 100% employer match about $85,617 at 4% or $57,078 at 6%.
201719$269,631$22,493$2,499iApproximate average salary by contribution assumption: employee only about $62,481 at 4% or $41,654 at 6%; with 50% employer match about $41,654 at 4% or $27,769 at 6%; with 100% employer match about $31,240 at 4% or $20,827 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-9$269,631$22,493$2,499iApproximate average salary by contribution assumption: employee only about $62,481 at 4% or $41,654 at 6%; with 50% employer match about $41,654 at 4% or $27,769 at 6%; with 100% employer match about $31,240 at 4% or $20,827 at 6%.
201616$202,609$18,920$3,153iApproximate average salary by contribution assumption: employee only about $78,833 at 4% or $52,556 at 6%; with 50% employer match about $52,556 at 4% or $35,037 at 6%; with 100% employer match about $39,417 at 4% or $26,278 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-6$202,609$18,920$3,153iApproximate average salary by contribution assumption: employee only about $78,833 at 4% or $52,556 at 6%; with 50% employer match about $52,556 at 4% or $35,037 at 6%; with 100% employer match about $39,417 at 4% or $26,278 at 6%.
201514$167,625$162,735$40,684iApproximate average salary by contribution assumption: employee only about $1,017,094 at 4% or $678,063 at 6%; with 50% employer match about $678,063 at 4% or $452,042 at 6%; with 100% employer match about $508,547 at 4% or $339,031 at 6%.
CFO by Design Inc 401 K Profit Sharing Plan Trust-4$167,625$162,735$40,684iApproximate average salary by contribution assumption: employee only about $1,017,094 at 4% or $678,063 at 6%; with 50% employer match about $678,063 at 4% or $452,042 at 6%; with 100% employer match about $508,547 at 4% or $339,031 at 6%.