Credit Advisors Foundation
Plan context: Credit Advisors Foundation Employee Retirement Plan
EIN 47-0751100 • Omaha, NE • 19 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,024,019
2024 Contributions
$119,416
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $2,024,019 | $119,416 | $7,961iApproximate average salary by contribution assumption: employee only about $199,027 at 4% or $132,684 at 6%; with 50% employer match about $132,684 at 4% or $88,456 at 6%; with 100% employer match about $99,513 at 4% or $66,342 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 15 | $2,024,019 | $119,416 | $7,961iApproximate average salary by contribution assumption: employee only about $199,027 at 4% or $132,684 at 6%; with 50% employer match about $132,684 at 4% or $88,456 at 6%; with 100% employer match about $99,513 at 4% or $66,342 at 6%. |
| 2023 | 1 | 15 | $1,827,363 | $206,619 | $13,775iApproximate average salary by contribution assumption: employee only about $344,365 at 4% or $229,577 at 6%; with 50% employer match about $229,577 at 4% or $153,051 at 6%; with 100% employer match about $172,183 at 4% or $114,788 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 15 | $1,827,363 | $206,619 | $13,775iApproximate average salary by contribution assumption: employee only about $344,365 at 4% or $229,577 at 6%; with 50% employer match about $229,577 at 4% or $153,051 at 6%; with 100% employer match about $172,183 at 4% or $114,788 at 6%. |
| 2022 | 1 | 13 | $1,521,837 | $64,385 | $4,953iApproximate average salary by contribution assumption: employee only about $123,817 at 4% or $82,545 at 6%; with 50% employer match about $82,545 at 4% or $55,030 at 6%; with 100% employer match about $61,909 at 4% or $41,272 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 13 | $1,521,837 | $64,385 | $4,953iApproximate average salary by contribution assumption: employee only about $123,817 at 4% or $82,545 at 6%; with 50% employer match about $82,545 at 4% or $55,030 at 6%; with 100% employer match about $61,909 at 4% or $41,272 at 6%. |
| 2021 | 1 | 12 | $1,773,529 | $63,228 | $5,269iApproximate average salary by contribution assumption: employee only about $131,725 at 4% or $87,817 at 6%; with 50% employer match about $87,817 at 4% or $58,544 at 6%; with 100% employer match about $65,863 at 4% or $43,908 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 12 | $1,773,529 | $63,228 | $5,269iApproximate average salary by contribution assumption: employee only about $131,725 at 4% or $87,817 at 6%; with 50% employer match about $87,817 at 4% or $58,544 at 6%; with 100% employer match about $65,863 at 4% or $43,908 at 6%. |
| 2020 | 1 | 11 | $1,470,934 | $55,079 | $5,007iApproximate average salary by contribution assumption: employee only about $125,180 at 4% or $83,453 at 6%; with 50% employer match about $83,453 at 4% or $55,635 at 6%; with 100% employer match about $62,590 at 4% or $41,727 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 11 | $1,470,934 | $55,079 | $5,007iApproximate average salary by contribution assumption: employee only about $125,180 at 4% or $83,453 at 6%; with 50% employer match about $83,453 at 4% or $55,635 at 6%; with 100% employer match about $62,590 at 4% or $41,727 at 6%. |
| 2019 | 1 | 12 | $1,580,187 | $60,327 | $5,027iApproximate average salary by contribution assumption: employee only about $125,681 at 4% or $83,788 at 6%; with 50% employer match about $83,788 at 4% or $55,858 at 6%; with 100% employer match about $62,841 at 4% or $41,894 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 12 | $1,580,187 | $60,327 | $5,027iApproximate average salary by contribution assumption: employee only about $125,681 at 4% or $83,788 at 6%; with 50% employer match about $83,788 at 4% or $55,858 at 6%; with 100% employer match about $62,841 at 4% or $41,894 at 6%. |
| 2018 | 1 | 12 | $1,249,356 | $70,817 | $5,901iApproximate average salary by contribution assumption: employee only about $147,535 at 4% or $98,357 at 6%; with 50% employer match about $98,357 at 4% or $65,571 at 6%; with 100% employer match about $73,768 at 4% or $49,178 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 12 | $1,249,356 | $70,817 | $5,901iApproximate average salary by contribution assumption: employee only about $147,535 at 4% or $98,357 at 6%; with 50% employer match about $98,357 at 4% or $65,571 at 6%; with 100% employer match about $73,768 at 4% or $49,178 at 6%. |
| 2017 | 1 | 12 | $1,297,583 | $69,115 | $5,760iApproximate average salary by contribution assumption: employee only about $143,990 at 4% or $95,993 at 6%; with 50% employer match about $95,993 at 4% or $63,995 at 6%; with 100% employer match about $71,995 at 4% or $47,997 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 12 | $1,297,583 | $69,115 | $5,760iApproximate average salary by contribution assumption: employee only about $143,990 at 4% or $95,993 at 6%; with 50% employer match about $95,993 at 4% or $63,995 at 6%; with 100% employer match about $71,995 at 4% or $47,997 at 6%. |
| 2016 | 1 | 14 | $1,128,296 | $65,302 | $4,664iApproximate average salary by contribution assumption: employee only about $116,611 at 4% or $77,740 at 6%; with 50% employer match about $77,740 at 4% or $51,827 at 6%; with 100% employer match about $58,305 at 4% or $38,870 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 14 | $1,128,296 | $65,302 | $4,664iApproximate average salary by contribution assumption: employee only about $116,611 at 4% or $77,740 at 6%; with 50% employer match about $77,740 at 4% or $51,827 at 6%; with 100% employer match about $58,305 at 4% or $38,870 at 6%. |
| 2015 | 1 | 16 | $955,131 | $62,558 | $3,910iApproximate average salary by contribution assumption: employee only about $97,747 at 4% or $65,165 at 6%; with 50% employer match about $65,165 at 4% or $43,443 at 6%; with 100% employer match about $48,873 at 4% or $32,582 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 16 | $955,131 | $62,558 | $3,910iApproximate average salary by contribution assumption: employee only about $97,747 at 4% or $65,165 at 6%; with 50% employer match about $65,165 at 4% or $43,443 at 6%; with 100% employer match about $48,873 at 4% or $32,582 at 6%. |
| 2014 | 1 | 17 | $979,934 | $52,266 | $3,074iApproximate average salary by contribution assumption: employee only about $76,862 at 4% or $51,241 at 6%; with 50% employer match about $51,241 at 4% or $34,161 at 6%; with 100% employer match about $38,431 at 4% or $25,621 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 17 | $979,934 | $52,266 | $3,074iApproximate average salary by contribution assumption: employee only about $76,862 at 4% or $51,241 at 6%; with 50% employer match about $51,241 at 4% or $34,161 at 6%; with 100% employer match about $38,431 at 4% or $25,621 at 6%. |
| 2013 | 1 | 19 | $920,229 | $50,708 | $2,669iApproximate average salary by contribution assumption: employee only about $66,721 at 4% or $44,481 at 6%; with 50% employer match about $44,481 at 4% or $29,654 at 6%; with 100% employer match about $33,361 at 4% or $22,240 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 19 | $920,229 | $50,708 | $2,669iApproximate average salary by contribution assumption: employee only about $66,721 at 4% or $44,481 at 6%; with 50% employer match about $44,481 at 4% or $29,654 at 6%; with 100% employer match about $33,361 at 4% or $22,240 at 6%. |
| 2012 | 1 | 21 | $789,642 | $43,266 | $2,060iApproximate average salary by contribution assumption: employee only about $51,507 at 4% or $34,338 at 6%; with 50% employer match about $34,338 at 4% or $22,892 at 6%; with 100% employer match about $25,754 at 4% or $17,169 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 21 | $789,642 | $43,266 | $2,060iApproximate average salary by contribution assumption: employee only about $51,507 at 4% or $34,338 at 6%; with 50% employer match about $34,338 at 4% or $22,892 at 6%; with 100% employer match about $25,754 at 4% or $17,169 at 6%. |
| 2011 | 1 | 29 | $706,350 | $67,981 | $2,344iApproximate average salary by contribution assumption: employee only about $58,604 at 4% or $39,070 at 6%; with 50% employer match about $39,070 at 4% or $26,046 at 6%; with 100% employer match about $29,302 at 4% or $19,535 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 29 | $706,350 | $67,981 | $2,344iApproximate average salary by contribution assumption: employee only about $58,604 at 4% or $39,070 at 6%; with 50% employer match about $39,070 at 4% or $26,046 at 6%; with 100% employer match about $29,302 at 4% or $19,535 at 6%. |
| 2010 | 1 | 33 | $766,471 | $71,270 | $2,160iApproximate average salary by contribution assumption: employee only about $53,992 at 4% or $35,995 at 6%; with 50% employer match about $35,995 at 4% or $23,997 at 6%; with 100% employer match about $26,996 at 4% or $17,997 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 33 | $766,471 | $71,270 | $2,160iApproximate average salary by contribution assumption: employee only about $53,992 at 4% or $35,995 at 6%; with 50% employer match about $35,995 at 4% or $23,997 at 6%; with 100% employer match about $26,996 at 4% or $17,997 at 6%. |
| 2009 | 1 | 34 | $789,108 | $122,600 | $3,606iApproximate average salary by contribution assumption: employee only about $90,147 at 4% or $60,098 at 6%; with 50% employer match about $60,098 at 4% or $40,065 at 6%; with 100% employer match about $45,074 at 4% or $30,049 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 34 | $789,108 | $122,600 | $3,606iApproximate average salary by contribution assumption: employee only about $90,147 at 4% or $60,098 at 6%; with 50% employer match about $60,098 at 4% or $40,065 at 6%; with 100% employer match about $45,074 at 4% or $30,049 at 6%. |
| 2008 | 1 | 21 | $562,958 | $108,227 | $5,154iApproximate average salary by contribution assumption: employee only about $128,842 at 4% or $85,894 at 6%; with 50% employer match about $85,894 at 4% or $57,263 at 6%; with 100% employer match about $64,421 at 4% or $42,947 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 21 | $562,958 | $108,227 | $5,154iApproximate average salary by contribution assumption: employee only about $128,842 at 4% or $85,894 at 6%; with 50% employer match about $85,894 at 4% or $57,263 at 6%; with 100% employer match about $64,421 at 4% or $42,947 at 6%. |
| 2007 | 1 | 25 | $746,587 | $103,643 | $4,146iApproximate average salary by contribution assumption: employee only about $103,643 at 4% or $69,095 at 6%; with 50% employer match about $69,095 at 4% or $46,064 at 6%; with 100% employer match about $51,822 at 4% or $34,548 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 25 | $746,587 | $103,643 | $4,146iApproximate average salary by contribution assumption: employee only about $103,643 at 4% or $69,095 at 6%; with 50% employer match about $69,095 at 4% or $46,064 at 6%; with 100% employer match about $51,822 at 4% or $34,548 at 6%. |
| 2006 | 1 | 30 | $615,075 | $62,115 | $2,071iApproximate average salary by contribution assumption: employee only about $51,763 at 4% or $34,508 at 6%; with 50% employer match about $34,508 at 4% or $23,006 at 6%; with 100% employer match about $25,881 at 4% or $17,254 at 6%. |
| Credit Advisors Foundation Employee Retirement Plan | - | 30 | $615,075 | $62,115 | $2,071iApproximate average salary by contribution assumption: employee only about $51,763 at 4% or $34,508 at 6%; with 50% employer match about $34,508 at 4% or $23,006 at 6%; with 100% employer match about $25,881 at 4% or $17,254 at 6%. |