Civic Intelligence

Cws Financial Advisors LLC

Plan context: Cws Financial Advisors LLC 401(K) Retirement Plan

EIN 46-4489410 • Kalamazoo, MI • 12 filings • 1 plans

405 W Michigan AveKalamazoo, MI 49007
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$4,240,744

2025 Contributions

$175,571

Historical Graphs

Total Assets Over Time

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

$4,240,744$2,120,372$0201420202025YearValue
$4,240,744Latest year 2025

Participants Over Time

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

1260201420202025YearValue
12Latest 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
2025112$4,240,744$175,571$14,631iApproximate average salary by contribution assumption: employee only about $365,773 at 4% or $243,849 at 6%; with 50% employer match about $243,849 at 4% or $162,566 at 6%; with 100% employer match about $182,886 at 4% or $121,924 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-12$4,240,744$175,571$14,631iApproximate average salary by contribution assumption: employee only about $365,773 at 4% or $243,849 at 6%; with 50% employer match about $243,849 at 4% or $162,566 at 6%; with 100% employer match about $182,886 at 4% or $121,924 at 6%.
2024112$3,332,124$223,822$18,652iApproximate average salary by contribution assumption: employee only about $466,296 at 4% or $310,864 at 6%; with 50% employer match about $310,864 at 4% or $207,243 at 6%; with 100% employer match about $233,148 at 4% or $155,432 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-12$3,332,124$223,822$18,652iApproximate average salary by contribution assumption: employee only about $466,296 at 4% or $310,864 at 6%; with 50% employer match about $310,864 at 4% or $207,243 at 6%; with 100% employer match about $233,148 at 4% or $155,432 at 6%.
2023111$2,597,799$226,075$20,552iApproximate average salary by contribution assumption: employee only about $513,807 at 4% or $342,538 at 6%; with 50% employer match about $342,538 at 4% or $228,359 at 6%; with 100% employer match about $256,903 at 4% or $171,269 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-11$2,597,799$226,075$20,552iApproximate average salary by contribution assumption: employee only about $513,807 at 4% or $342,538 at 6%; with 50% employer match about $342,538 at 4% or $228,359 at 6%; with 100% employer match about $256,903 at 4% or $171,269 at 6%.
2022111$1,904,787$208,216$18,929iApproximate average salary by contribution assumption: employee only about $473,218 at 4% or $315,479 at 6%; with 50% employer match about $315,479 at 4% or $210,319 at 6%; with 100% employer match about $236,609 at 4% or $157,739 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-11$1,904,787$208,216$18,929iApproximate average salary by contribution assumption: employee only about $473,218 at 4% or $315,479 at 6%; with 50% employer match about $315,479 at 4% or $210,319 at 6%; with 100% employer match about $236,609 at 4% or $157,739 at 6%.
2021111$2,081,376$255,527$23,230iApproximate average salary by contribution assumption: employee only about $580,743 at 4% or $387,162 at 6%; with 50% employer match about $387,162 at 4% or $258,108 at 6%; with 100% employer match about $290,372 at 4% or $193,581 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-11$2,081,376$255,527$23,230iApproximate average salary by contribution assumption: employee only about $580,743 at 4% or $387,162 at 6%; with 50% employer match about $387,162 at 4% or $258,108 at 6%; with 100% employer match about $290,372 at 4% or $193,581 at 6%.
2020110$1,523,286$139,462$13,946iApproximate average salary by contribution assumption: employee only about $348,655 at 4% or $232,437 at 6%; with 50% employer match about $232,437 at 4% or $154,958 at 6%; with 100% employer match about $174,328 at 4% or $116,218 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-10$1,523,286$139,462$13,946iApproximate average salary by contribution assumption: employee only about $348,655 at 4% or $232,437 at 6%; with 50% employer match about $232,437 at 4% or $154,958 at 6%; with 100% employer match about $174,328 at 4% or $116,218 at 6%.
201918$1,142,157$373,062$46,633iApproximate average salary by contribution assumption: employee only about $1,165,819 at 4% or $777,213 at 6%; with 50% employer match about $777,213 at 4% or $518,142 at 6%; with 100% employer match about $582,909 at 4% or $388,606 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-8$1,142,157$373,062$46,633iApproximate average salary by contribution assumption: employee only about $1,165,819 at 4% or $777,213 at 6%; with 50% employer match about $777,213 at 4% or $518,142 at 6%; with 100% employer match about $582,909 at 4% or $388,606 at 6%.
201815$666,022$367,265$73,453iApproximate average salary by contribution assumption: employee only about $1,836,325 at 4% or $1,224,217 at 6%; with 50% employer match about $1,224,217 at 4% or $816,144 at 6%; with 100% employer match about $918,163 at 4% or $612,108 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-5$666,022$367,265$73,453iApproximate average salary by contribution assumption: employee only about $1,836,325 at 4% or $1,224,217 at 6%; with 50% employer match about $1,224,217 at 4% or $816,144 at 6%; with 100% employer match about $918,163 at 4% or $612,108 at 6%.
201715$535,208$130,058$26,012iApproximate average salary by contribution assumption: employee only about $650,290 at 4% or $433,527 at 6%; with 50% employer match about $433,527 at 4% or $289,018 at 6%; with 100% employer match about $325,145 at 4% or $216,763 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-5$535,208$130,058$26,012iApproximate average salary by contribution assumption: employee only about $650,290 at 4% or $433,527 at 6%; with 50% employer match about $433,527 at 4% or $289,018 at 6%; with 100% employer match about $325,145 at 4% or $216,763 at 6%.
201615$313,791$123,130$24,626iApproximate average salary by contribution assumption: employee only about $615,650 at 4% or $410,433 at 6%; with 50% employer match about $410,433 at 4% or $273,622 at 6%; with 100% employer match about $307,825 at 4% or $205,217 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-5$313,791$123,130$24,626iApproximate average salary by contribution assumption: employee only about $615,650 at 4% or $410,433 at 6%; with 50% employer match about $410,433 at 4% or $273,622 at 6%; with 100% employer match about $307,825 at 4% or $205,217 at 6%.
201515$176,301$126,881$25,376iApproximate average salary by contribution assumption: employee only about $634,405 at 4% or $422,937 at 6%; with 50% employer match about $422,937 at 4% or $281,958 at 6%; with 100% employer match about $317,203 at 4% or $211,468 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-5$176,301$126,881$25,376iApproximate average salary by contribution assumption: employee only about $634,405 at 4% or $422,937 at 6%; with 50% employer match about $422,937 at 4% or $281,958 at 6%; with 100% employer match about $317,203 at 4% or $211,468 at 6%.
201415$59,625$60,983$12,197iApproximate average salary by contribution assumption: employee only about $304,915 at 4% or $203,277 at 6%; with 50% employer match about $203,277 at 4% or $135,518 at 6%; with 100% employer match about $152,458 at 4% or $101,638 at 6%.
Cws Financial Advisors LLC 401(K) Retirement Plan-5$59,625$60,983$12,197iApproximate average salary by contribution assumption: employee only about $304,915 at 4% or $203,277 at 6%; with 50% employer match about $203,277 at 4% or $135,518 at 6%; with 100% employer match about $152,458 at 4% or $101,638 at 6%.