Civic Intelligence

CAMBRIDGE FINANCIAL SERVICES, LTD.

Plan context: Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust

EIN 54-1412276 • Richmond, VA • 8 filings • 5 plans

808 Moorefield Park DriveSuite 118Richmond, VA 23236
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$3,387

2013 Contributions

$50

Historical Graphs

Total Assets Over Time

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

$6,950$3,475$0200620102012YearValue
$3,387Latest year 2012

Participants Over Time

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

320200620092012YearValue
2Latest year 2012

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
201310$0$0-
Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust-0$0$0-
201212$3,387$0-
Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust-2$3,387$0-
201112$6,447$0-
Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust-2$6,447$0-
201012$6,950$50$25iApproximate average salary by contribution assumption: employee only about $625 at 4% or $417 at 6%; with 50% employer match about $417 at 4% or $278 at 6%; with 100% employer match about $313 at 4% or $208 at 6%.
Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust-2$6,950$50$25iApproximate average salary by contribution assumption: employee only about $625 at 4% or $417 at 6%; with 50% employer match about $417 at 4% or $278 at 6%; with 100% employer match about $313 at 4% or $208 at 6%.
200913$6,245$0-
Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust-3$6,245--
200812$6,668$1,850$925iApproximate average salary by contribution assumption: employee only about $23,125 at 4% or $15,417 at 6%; with 50% employer match about $15,417 at 4% or $10,278 at 6%; with 100% employer match about $11,563 at 4% or $7,708 at 6%.
Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust-2$6,668$1,850$925iApproximate average salary by contribution assumption: employee only about $23,125 at 4% or $15,417 at 6%; with 50% employer match about $15,417 at 4% or $10,278 at 6%; with 100% employer match about $11,563 at 4% or $7,708 at 6%.
200712$0$0-
Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust-2---
200611$6,315$515$515iApproximate average salary by contribution assumption: employee only about $12,875 at 4% or $8,583 at 6%; with 50% employer match about $8,583 at 4% or $5,722 at 6%; with 100% employer match about $6,438 at 4% or $4,292 at 6%.
Cambridge Financial Services Inc. 401(K) Profit Sharing Plan and Trust-1$6,315$515$515iApproximate average salary by contribution assumption: employee only about $12,875 at 4% or $8,583 at 6%; with 50% employer match about $8,583 at 4% or $5,722 at 6%; with 100% employer match about $6,438 at 4% or $4,292 at 6%.