Civic Intelligence

CG BUCHALTER, LLC

Plan context: CG BUCHALTER, LLC 401(K) PLAN

EIN 47-1813413 • Birmingham, AL • 17 filings • 5 plans

361 Summit BoulevardSuite 110Birmingham, AL 35243
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$7,974,600

2024 Contributions

$798,362

Historical Graphs

Total Assets Over Time

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

$7,974,600$3,987,300$0201420192024YearValue
$7,974,600Latest year 2024

Participants Over Time

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

65330201420192024YearValue
49Latest 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
2024149$7,974,600$798,362$16,293iApproximate average salary by contribution assumption: employee only about $407,328 at 4% or $271,552 at 6%; with 50% employer match about $271,552 at 4% or $181,034 at 6%; with 100% employer match about $203,664 at 4% or $135,776 at 6%.
CG BUCHALTER, LLC 401(K) PLAN-49$7,974,600$798,362$16,293iApproximate average salary by contribution assumption: employee only about $407,328 at 4% or $271,552 at 6%; with 50% employer match about $271,552 at 4% or $181,034 at 6%; with 100% employer match about $203,664 at 4% or $135,776 at 6%.
2023147$6,885,223$748,279$15,921iApproximate average salary by contribution assumption: employee only about $398,021 at 4% or $265,347 at 6%; with 50% employer match about $265,347 at 4% or $176,898 at 6%; with 100% employer match about $199,010 at 4% or $132,674 at 6%.
CG BUCHALTER, LLC 401(K) PLAN-47$6,885,223$748,279$15,921iApproximate average salary by contribution assumption: employee only about $398,021 at 4% or $265,347 at 6%; with 50% employer match about $265,347 at 4% or $176,898 at 6%; with 100% employer match about $199,010 at 4% or $132,674 at 6%.
2022143$6,456,345$708,627$16,480iApproximate average salary by contribution assumption: employee only about $411,992 at 4% or $274,662 at 6%; with 50% employer match about $274,662 at 4% or $183,108 at 6%; with 100% employer match about $205,996 at 4% or $137,331 at 6%.
CG BUCHALTER, LLC 401(K) PLAN-43$6,456,345$708,627$16,480iApproximate average salary by contribution assumption: employee only about $411,992 at 4% or $274,662 at 6%; with 50% employer match about $274,662 at 4% or $183,108 at 6%; with 100% employer match about $205,996 at 4% or $137,331 at 6%.
2021143$7,103,093$607,556$14,129iApproximate average salary by contribution assumption: employee only about $353,230 at 4% or $235,487 at 6%; with 50% employer match about $235,487 at 4% or $156,991 at 6%; with 100% employer match about $176,615 at 4% or $117,743 at 6%.
CG BUCHALTER, LLC 401(K) PLAN-43$7,103,093$607,556$14,129iApproximate average salary by contribution assumption: employee only about $353,230 at 4% or $235,487 at 6%; with 50% employer match about $235,487 at 4% or $156,991 at 6%; with 100% employer match about $176,615 at 4% or $117,743 at 6%.
2020141$5,640,449$552,019$13,464iApproximate average salary by contribution assumption: employee only about $336,597 at 4% or $224,398 at 6%; with 50% employer match about $224,398 at 4% or $149,599 at 6%; with 100% employer match about $168,298 at 4% or $112,199 at 6%.
CG BUCHALTER, LLC 401(K) PLAN-41$5,640,449$552,019$13,464iApproximate average salary by contribution assumption: employee only about $336,597 at 4% or $224,398 at 6%; with 50% employer match about $224,398 at 4% or $149,599 at 6%; with 100% employer match about $168,298 at 4% or $112,199 at 6%.
2019138$4,593,802$994,364$26,167iApproximate average salary by contribution assumption: employee only about $654,187 at 4% or $436,125 at 6%; with 50% employer match about $436,125 at 4% or $290,750 at 6%; with 100% employer match about $327,093 at 4% or $218,062 at 6%.
C.G. BUCHALTER, LLC 401(K) PLAN-38$4,593,802$994,364$26,167iApproximate average salary by contribution assumption: employee only about $654,187 at 4% or $436,125 at 6%; with 50% employer match about $436,125 at 4% or $290,750 at 6%; with 100% employer match about $327,093 at 4% or $218,062 at 6%.
2018339$4,258,314$440,527$11,296iApproximate average salary by contribution assumption: employee only about $282,389 at 4% or $188,259 at 6%; with 50% employer match about $188,259 at 4% or $125,506 at 6%; with 100% employer match about $141,195 at 4% or $94,130 at 6%.
C.G. BUCHALTER, LLC 401(K) PLAN-39$2,834,751$440,527$11,296iApproximate average salary by contribution assumption: employee only about $282,389 at 4% or $188,259 at 6%; with 50% employer match about $188,259 at 4% or $125,506 at 6%; with 100% employer match about $141,195 at 4% or $94,130 at 6%.
CG BUCHALTER, LLC CASH BALANCE PLAN-10$1,423,563--
C.G. BUCHALTER, LLC CASH BALANCE PLAN-0$0--
2017241$4,672,616$574,688$14,017iApproximate average salary by contribution assumption: employee only about $350,420 at 4% or $233,613 at 6%; with 50% employer match about $233,613 at 4% or $155,742 at 6%; with 100% employer match about $175,210 at 4% or $116,807 at 6%.
C.G. BUCHALTER, LLC 401(K) PLAN-41$3,230,343$574,688$14,017iApproximate average salary by contribution assumption: employee only about $350,420 at 4% or $233,613 at 6%; with 50% employer match about $233,613 at 4% or $155,742 at 6%; with 100% employer match about $175,210 at 4% or $116,807 at 6%.
CG BUCHALTER, LLC CASH BALANCE PLAN-11$1,442,273--
2016238$3,580,512$1,021,073$26,870iApproximate average salary by contribution assumption: employee only about $671,759 at 4% or $447,839 at 6%; with 50% employer match about $447,839 at 4% or $298,559 at 6%; with 100% employer match about $335,879 at 4% or $223,920 at 6%.
C.G. BUCHALTER, LLC 401(K) PLAN-38$2,253,706$570,872$15,023iApproximate average salary by contribution assumption: employee only about $375,574 at 4% or $250,382 at 6%; with 50% employer match about $250,382 at 4% or $166,922 at 6%; with 100% employer match about $187,787 at 4% or $125,191 at 6%.
CG BUCHALTER, LLC CASH BALANCE PLAN-11$1,326,806$450,201$40,927iApproximate average salary by contribution assumption: employee only about $1,023,184 at 4% or $682,123 at 6%; with 50% employer match about $682,123 at 4% or $454,748 at 6%; with 100% employer match about $511,592 at 4% or $341,061 at 6%.
2015225$2,487,083$1,036,120$41,445iApproximate average salary by contribution assumption: employee only about $1,036,120 at 4% or $690,747 at 6%; with 50% employer match about $690,747 at 4% or $460,498 at 6%; with 100% employer match about $518,060 at 4% or $345,373 at 6%.
THE 401(K) PLAN-25$1,628,581$584,544$23,382iApproximate average salary by contribution assumption: employee only about $584,544 at 4% or $389,696 at 6%; with 50% employer match about $389,696 at 4% or $259,797 at 6%; with 100% employer match about $292,272 at 4% or $194,848 at 6%.
CG BUCHALTER, LLC CASH BALANCE PLAN-12$858,502$451,576$37,631iApproximate average salary by contribution assumption: employee only about $940,783 at 4% or $627,189 at 6%; with 50% employer match about $627,189 at 4% or $418,126 at 6%; with 100% employer match about $470,392 at 4% or $313,594 at 6%.
2014265$2,689,865$954,776$14,689iApproximate average salary by contribution assumption: employee only about $367,222 at 4% or $244,814 at 6%; with 50% employer match about $244,814 at 4% or $163,210 at 6%; with 100% employer match about $183,611 at 4% or $122,407 at 6%.
THE 401(K) PLAN-65$2,276,365$541,276$8,327iApproximate average salary by contribution assumption: employee only about $208,183 at 4% or $138,789 at 6%; with 50% employer match about $138,789 at 4% or $92,526 at 6%; with 100% employer match about $104,092 at 4% or $69,394 at 6%.
C.G. BUCHALTER, LLC CASH BALANCE PLAN-11$413,500$413,500$37,591iApproximate average salary by contribution assumption: employee only about $939,773 at 4% or $626,515 at 6%; with 50% employer match about $626,515 at 4% or $417,677 at 6%; with 100% employer match about $469,886 at 4% or $313,258 at 6%.