Civic Intelligence

Cbd Strategic LLC DBA Cbd Advisors

Plan context: Cbd Strategic 401(K) Plan

EIN 47-2483064 • Beavercreek, OH • 10 filings • 1 plans

4027 Colonel Glenn Highway, Ste 130Beavercreek, OH 45431
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,667,948

2025 Contributions

$160,715

Historical Graphs

Total Assets Over Time

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

$1,667,948$833,974$0201620212025YearValue
$1,667,948Latest year 2025

Participants Over Time

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

740201620212025YearValue
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$1,667,948$160,715$32,143iApproximate average salary by contribution assumption: employee only about $803,575 at 4% or $535,717 at 6%; with 50% employer match about $535,717 at 4% or $357,144 at 6%; with 100% employer match about $401,788 at 4% or $267,858 at 6%.
Cbd Strategic 401(K) Plan-5$1,667,948$160,715$32,143iApproximate average salary by contribution assumption: employee only about $803,575 at 4% or $535,717 at 6%; with 50% employer match about $535,717 at 4% or $357,144 at 6%; with 100% employer match about $401,788 at 4% or $267,858 at 6%.
202415$1,307,172$130,700$26,140iApproximate average salary by contribution assumption: employee only about $653,500 at 4% or $435,667 at 6%; with 50% employer match about $435,667 at 4% or $290,444 at 6%; with 100% employer match about $326,750 at 4% or $217,833 at 6%.
Cbd Strategic 401(K) Plan-5$1,307,172$130,700$26,140iApproximate average salary by contribution assumption: employee only about $653,500 at 4% or $435,667 at 6%; with 50% employer match about $435,667 at 4% or $290,444 at 6%; with 100% employer match about $326,750 at 4% or $217,833 at 6%.
202315$1,069,546$136,210$27,242iApproximate average salary by contribution assumption: employee only about $681,050 at 4% or $454,033 at 6%; with 50% employer match about $454,033 at 4% or $302,689 at 6%; with 100% employer match about $340,525 at 4% or $227,017 at 6%.
Cbd Strategic 401(K) Plan-5$1,069,546$136,210$27,242iApproximate average salary by contribution assumption: employee only about $681,050 at 4% or $454,033 at 6%; with 50% employer match about $454,033 at 4% or $302,689 at 6%; with 100% employer match about $340,525 at 4% or $227,017 at 6%.
202214$807,741$140,400$35,100iApproximate average salary by contribution assumption: employee only about $877,500 at 4% or $585,000 at 6%; with 50% employer match about $585,000 at 4% or $390,000 at 6%; with 100% employer match about $438,750 at 4% or $292,500 at 6%.
Cbd Strategic 401(K) Plan-4$807,741$140,400$35,100iApproximate average salary by contribution assumption: employee only about $877,500 at 4% or $585,000 at 6%; with 50% employer match about $585,000 at 4% or $390,000 at 6%; with 100% employer match about $438,750 at 4% or $292,500 at 6%.
202115$822,333$134,400$26,880iApproximate average salary by contribution assumption: employee only about $672,000 at 4% or $448,000 at 6%; with 50% employer match about $448,000 at 4% or $298,667 at 6%; with 100% employer match about $336,000 at 4% or $224,000 at 6%.
Cbd Strategic 401(K) Plan-5$822,333$134,400$26,880iApproximate average salary by contribution assumption: employee only about $672,000 at 4% or $448,000 at 6%; with 50% employer match about $448,000 at 4% or $298,667 at 6%; with 100% employer match about $336,000 at 4% or $224,000 at 6%.
202017$603,421$134,149$19,164iApproximate average salary by contribution assumption: employee only about $479,104 at 4% or $319,402 at 6%; with 50% employer match about $319,402 at 4% or $212,935 at 6%; with 100% employer match about $239,552 at 4% or $159,701 at 6%.
Cbd Strategic 401(K) Plan-7$603,421$134,149$19,164iApproximate average salary by contribution assumption: employee only about $479,104 at 4% or $319,402 at 6%; with 50% employer match about $319,402 at 4% or $212,935 at 6%; with 100% employer match about $239,552 at 4% or $159,701 at 6%.
201916$400,684$96,795$16,133iApproximate average salary by contribution assumption: employee only about $403,313 at 4% or $268,875 at 6%; with 50% employer match about $268,875 at 4% or $179,250 at 6%; with 100% employer match about $201,656 at 4% or $134,438 at 6%.
Cbd Strategic 401(K) Plan-6$400,684$96,795$16,133iApproximate average salary by contribution assumption: employee only about $403,313 at 4% or $268,875 at 6%; with 50% employer match about $268,875 at 4% or $179,250 at 6%; with 100% employer match about $201,656 at 4% or $134,438 at 6%.
201815$251,349$88,673$17,735iApproximate average salary by contribution assumption: employee only about $443,365 at 4% or $295,577 at 6%; with 50% employer match about $295,577 at 4% or $197,051 at 6%; with 100% employer match about $221,682 at 4% or $147,788 at 6%.
Cbd Strategic 401(K) Plan-5$251,349$88,673$17,735iApproximate average salary by contribution assumption: employee only about $443,365 at 4% or $295,577 at 6%; with 50% employer match about $295,577 at 4% or $197,051 at 6%; with 100% employer match about $221,682 at 4% or $147,788 at 6%.
201715$188,489$106,341$21,268iApproximate average salary by contribution assumption: employee only about $531,705 at 4% or $354,470 at 6%; with 50% employer match about $354,470 at 4% or $236,313 at 6%; with 100% employer match about $265,853 at 4% or $177,235 at 6%.
Cbd Strategic 401(K) Plan-5$188,489$106,341$21,268iApproximate average salary by contribution assumption: employee only about $531,705 at 4% or $354,470 at 6%; with 50% employer match about $354,470 at 4% or $236,313 at 6%; with 100% employer match about $265,853 at 4% or $177,235 at 6%.
201614$77,971$77,971$19,493iApproximate average salary by contribution assumption: employee only about $487,319 at 4% or $324,879 at 6%; with 50% employer match about $324,879 at 4% or $216,586 at 6%; with 100% employer match about $243,659 at 4% or $162,440 at 6%.
Cbd Strategic 401(K) Plan-4$77,971$77,971$19,493iApproximate average salary by contribution assumption: employee only about $487,319 at 4% or $324,879 at 6%; with 50% employer match about $324,879 at 4% or $216,586 at 6%; with 100% employer match about $243,659 at 4% or $162,440 at 6%.