Cassaday & Company Inc.
Plan context: Cassaday & Company Inc. 401K Plan
EIN 54-1682240 • Mclean, VA • 33 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
91
2022 Assets
$18,187,901
2022 Contributions
$2,362,195
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2021 | 2 | 91 | $18,187,901 | $2,362,195 | $25,958iApproximate average salary by contribution assumption: employee only about $648,955 at 4% or $432,636 at 6%; with 50% employer match about $432,636 at 4% or $288,424 at 6%; with 100% employer match about $324,477 at 4% or $216,318 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 91 | $15,812,385 | $2,062,195 | $22,661iApproximate average salary by contribution assumption: employee only about $566,537 at 4% or $377,691 at 6%; with 50% employer match about $377,691 at 4% or $251,794 at 6%; with 100% employer match about $283,269 at 4% or $188,846 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 62 | $2,375,516 | $300,000 | $4,839iApproximate average salary by contribution assumption: employee only about $120,968 at 4% or $80,645 at 6%; with 50% employer match about $80,645 at 4% or $53,763 at 6%; with 100% employer match about $60,484 at 4% or $40,323 at 6%. |
| 2020 | 2 | 80 | $16,401,492 | $1,613,888 | $20,174iApproximate average salary by contribution assumption: employee only about $504,340 at 4% or $336,227 at 6%; with 50% employer match about $336,227 at 4% or $224,151 at 6%; with 100% employer match about $252,170 at 4% or $168,113 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 80 | $14,548,060 | $1,330,688 | $16,634iApproximate average salary by contribution assumption: employee only about $415,840 at 4% or $277,227 at 6%; with 50% employer match about $277,227 at 4% or $184,818 at 6%; with 100% employer match about $207,920 at 4% or $138,613 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 40 | $1,853,432 | $283,200 | $7,080iApproximate average salary by contribution assumption: employee only about $177,000 at 4% or $118,000 at 6%; with 50% employer match about $118,000 at 4% or $78,667 at 6%; with 100% employer match about $88,500 at 4% or $59,000 at 6%. |
| 2019 | 2 | 70 | $12,772,600 | $1,369,919 | $19,570iApproximate average salary by contribution assumption: employee only about $489,257 at 4% or $326,171 at 6%; with 50% employer match about $326,171 at 4% or $217,447 at 6%; with 100% employer match about $244,628 at 4% or $163,086 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 70 | $11,414,090 | $1,100,435 | $15,721iApproximate average salary by contribution assumption: employee only about $393,013 at 4% or $262,008 at 6%; with 50% employer match about $262,008 at 4% or $174,672 at 6%; with 100% employer match about $196,506 at 4% or $131,004 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 31 | $1,358,510 | $269,484 | $8,693iApproximate average salary by contribution assumption: employee only about $217,326 at 4% or $144,884 at 6%; with 50% employer match about $144,884 at 4% or $96,589 at 6%; with 100% employer match about $108,663 at 4% or $72,442 at 6%. |
| 2018 | 2 | 66 | $9,426,034 | $1,066,673 | $16,162iApproximate average salary by contribution assumption: employee only about $404,043 at 4% or $269,362 at 6%; with 50% employer match about $269,362 at 4% or $179,575 at 6%; with 100% employer match about $202,021 at 4% or $134,681 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 66 | $8,498,392 | $981,817 | $14,876iApproximate average salary by contribution assumption: employee only about $371,900 at 4% or $247,934 at 6%; with 50% employer match about $247,934 at 4% or $165,289 at 6%; with 100% employer match about $185,950 at 4% or $123,967 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 28 | $927,642 | $84,856 | $3,031iApproximate average salary by contribution assumption: employee only about $75,764 at 4% or $50,510 at 6%; with 50% employer match about $50,510 at 4% or $33,673 at 6%; with 100% employer match about $37,882 at 4% or $25,255 at 6%. |
| 2017 | 2 | 58 | $9,424,582 | $1,003,124 | $17,295iApproximate average salary by contribution assumption: employee only about $432,381 at 4% or $288,254 at 6%; with 50% employer match about $288,254 at 4% or $192,169 at 6%; with 100% employer match about $216,191 at 4% or $144,127 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 58 | $8,506,569 | $861,378 | $14,851iApproximate average salary by contribution assumption: employee only about $371,284 at 4% or $247,522 at 6%; with 50% employer match about $247,522 at 4% or $165,015 at 6%; with 100% employer match about $185,642 at 4% or $123,761 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 27 | $918,013 | $141,746 | $5,250iApproximate average salary by contribution assumption: employee only about $131,246 at 4% or $87,498 at 6%; with 50% employer match about $87,498 at 4% or $58,332 at 6%; with 100% employer match about $65,623 at 4% or $43,749 at 6%. |
| 2016 | 2 | 55 | $7,047,573 | $904,513 | $16,446iApproximate average salary by contribution assumption: employee only about $411,142 at 4% or $274,095 at 6%; with 50% employer match about $274,095 at 4% or $182,730 at 6%; with 100% employer match about $205,571 at 4% or $137,047 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 55 | $6,382,225 | $716,728 | $13,031iApproximate average salary by contribution assumption: employee only about $325,785 at 4% or $217,190 at 6%; with 50% employer match about $217,190 at 4% or $144,794 at 6%; with 100% employer match about $162,893 at 4% or $108,595 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 21 | $665,348 | $187,785 | $8,942iApproximate average salary by contribution assumption: employee only about $223,554 at 4% or $149,036 at 6%; with 50% employer match about $149,036 at 4% or $99,357 at 6%; with 100% employer match about $111,777 at 4% or $74,518 at 6%. |
| 2015 | 2 | 50 | $5,732,875 | $807,393 | $16,148iApproximate average salary by contribution assumption: employee only about $403,697 at 4% or $269,131 at 6%; with 50% employer match about $269,131 at 4% or $179,421 at 6%; with 100% employer match about $201,848 at 4% or $134,566 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 50 | $5,296,351 | $650,103 | $13,002iApproximate average salary by contribution assumption: employee only about $325,052 at 4% or $216,701 at 6%; with 50% employer match about $216,701 at 4% or $144,467 at 6%; with 100% employer match about $162,526 at 4% or $108,351 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 19 | $436,524 | $157,290 | $8,278iApproximate average salary by contribution assumption: employee only about $206,961 at 4% or $137,974 at 6%; with 50% employer match about $137,974 at 4% or $91,982 at 6%; with 100% employer match about $103,480 at 4% or $68,987 at 6%. |
| 2014 | 2 | 48 | $5,139,086 | $781,172 | $16,274iApproximate average salary by contribution assumption: employee only about $406,860 at 4% or $271,240 at 6%; with 50% employer match about $271,240 at 4% or $180,827 at 6%; with 100% employer match about $203,430 at 4% or $135,620 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 48 | $4,852,738 | $635,516 | $13,240iApproximate average salary by contribution assumption: employee only about $330,998 at 4% or $220,665 at 6%; with 50% employer match about $220,665 at 4% or $147,110 at 6%; with 100% employer match about $165,499 at 4% or $110,333 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 14 | $286,348 | $145,656 | $10,404iApproximate average salary by contribution assumption: employee only about $260,100 at 4% or $173,400 at 6%; with 50% employer match about $173,400 at 4% or $115,600 at 6%; with 100% employer match about $130,050 at 4% or $86,700 at 6%. |
| 2013 | 2 | 37 | $4,310,227 | $623,509 | $16,852iApproximate average salary by contribution assumption: employee only about $421,290 at 4% or $280,860 at 6%; with 50% employer match about $280,860 at 4% or $187,240 at 6%; with 100% employer match about $210,645 at 4% or $140,430 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 37 | $4,171,262 | $484,544 | $13,096iApproximate average salary by contribution assumption: employee only about $327,395 at 4% or $218,263 at 6%; with 50% employer match about $218,263 at 4% or $145,509 at 6%; with 100% employer match about $163,697 at 4% or $109,132 at 6%. |
| CASSADAY & COMPANY, INC. CASH BALANCE PLAN | - | 11 | $138,965 | $138,965 | $12,633iApproximate average salary by contribution assumption: employee only about $315,830 at 4% or $210,553 at 6%; with 50% employer match about $210,553 at 4% or $140,369 at 6%; with 100% employer match about $157,915 at 4% or $105,277 at 6%. |
| 2012 | 1 | 34 | $3,102,717 | $349,241 | $10,272iApproximate average salary by contribution assumption: employee only about $256,795 at 4% or $171,197 at 6%; with 50% employer match about $171,197 at 4% or $114,131 at 6%; with 100% employer match about $128,397 at 4% or $85,598 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 34 | $3,102,717 | $349,241 | $10,272iApproximate average salary by contribution assumption: employee only about $256,795 at 4% or $171,197 at 6%; with 50% employer match about $171,197 at 4% or $114,131 at 6%; with 100% employer match about $128,397 at 4% or $85,598 at 6%. |
| 2011 | 1 | 34 | $2,423,009 | $293,934 | $8,645iApproximate average salary by contribution assumption: employee only about $216,128 at 4% or $144,085 at 6%; with 50% employer match about $144,085 at 4% or $96,057 at 6%; with 100% employer match about $108,064 at 4% or $72,043 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 34 | $2,423,009 | $293,934 | $8,645iApproximate average salary by contribution assumption: employee only about $216,128 at 4% or $144,085 at 6%; with 50% employer match about $144,085 at 4% or $96,057 at 6%; with 100% employer match about $108,064 at 4% or $72,043 at 6%. |
| 2010 | 1 | 29 | $2,353,675 | $247,943 | $8,550iApproximate average salary by contribution assumption: employee only about $213,744 at 4% or $142,496 at 6%; with 50% employer match about $142,496 at 4% or $94,997 at 6%; with 100% employer match about $106,872 at 4% or $71,248 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 29 | $2,353,675 | $247,943 | $8,550iApproximate average salary by contribution assumption: employee only about $213,744 at 4% or $142,496 at 6%; with 50% employer match about $142,496 at 4% or $94,997 at 6%; with 100% employer match about $106,872 at 4% or $71,248 at 6%. |
| 2009 | 1 | 28 | $2,107,859 | $235,058 | $8,395iApproximate average salary by contribution assumption: employee only about $209,873 at 4% or $139,915 at 6%; with 50% employer match about $139,915 at 4% or $93,277 at 6%; with 100% employer match about $104,937 at 4% or $69,958 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 28 | $2,107,859 | $235,058 | $8,395iApproximate average salary by contribution assumption: employee only about $209,873 at 4% or $139,915 at 6%; with 50% employer match about $139,915 at 4% or $93,277 at 6%; with 100% employer match about $104,937 at 4% or $69,958 at 6%. |
| 2008 | 1 | 24 | $1,480,680 | $359,004 | $14,959iApproximate average salary by contribution assumption: employee only about $373,963 at 4% or $249,308 at 6%; with 50% employer match about $249,308 at 4% or $166,206 at 6%; with 100% employer match about $186,981 at 4% or $124,654 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 24 | $1,480,680 | $359,004 | $14,959iApproximate average salary by contribution assumption: employee only about $373,963 at 4% or $249,308 at 6%; with 50% employer match about $249,308 at 4% or $166,206 at 6%; with 100% employer match about $186,981 at 4% or $124,654 at 6%. |
| 2007 | 1 | 21 | $1,931,354 | $349,530 | $16,644iApproximate average salary by contribution assumption: employee only about $416,107 at 4% or $277,405 at 6%; with 50% employer match about $277,405 at 4% or $184,937 at 6%; with 100% employer match about $208,054 at 4% or $138,702 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 21 | $1,931,354 | $349,530 | $16,644iApproximate average salary by contribution assumption: employee only about $416,107 at 4% or $277,405 at 6%; with 50% employer match about $277,405 at 4% or $184,937 at 6%; with 100% employer match about $208,054 at 4% or $138,702 at 6%. |
| 2006 | 1 | 17 | $1,439,736 | $279,734 | $16,455iApproximate average salary by contribution assumption: employee only about $411,374 at 4% or $274,249 at 6%; with 50% employer match about $274,249 at 4% or $182,833 at 6%; with 100% employer match about $205,687 at 4% or $137,125 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 17 | $1,439,736 | $279,734 | $16,455iApproximate average salary by contribution assumption: employee only about $411,374 at 4% or $274,249 at 6%; with 50% employer match about $274,249 at 4% or $182,833 at 6%; with 100% employer match about $205,687 at 4% or $137,125 at 6%. |
| 2005 | 1 | 18 | $1,013,361 | $213,346 | $11,853iApproximate average salary by contribution assumption: employee only about $296,314 at 4% or $197,543 at 6%; with 50% employer match about $197,543 at 4% or $131,695 at 6%; with 100% employer match about $148,157 at 4% or $98,771 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 18 | $1,013,361 | $213,346 | $11,853iApproximate average salary by contribution assumption: employee only about $296,314 at 4% or $197,543 at 6%; with 50% employer match about $197,543 at 4% or $131,695 at 6%; with 100% employer match about $148,157 at 4% or $98,771 at 6%. |
| 2004 | 1 | 14 | $728,963 | $148,091 | $10,578iApproximate average salary by contribution assumption: employee only about $264,448 at 4% or $176,299 at 6%; with 50% employer match about $176,299 at 4% or $117,533 at 6%; with 100% employer match about $132,224 at 4% or $88,149 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 14 | $728,963 | $148,091 | $10,578iApproximate average salary by contribution assumption: employee only about $264,448 at 4% or $176,299 at 6%; with 50% employer match about $176,299 at 4% or $117,533 at 6%; with 100% employer match about $132,224 at 4% or $88,149 at 6%. |
| 2003 | 1 | 13 | $561,555 | $103,208 | $7,939iApproximate average salary by contribution assumption: employee only about $198,477 at 4% or $132,318 at 6%; with 50% employer match about $132,318 at 4% or $88,212 at 6%; with 100% employer match about $99,238 at 4% or $66,159 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 13 | $561,555 | $103,208 | $7,939iApproximate average salary by contribution assumption: employee only about $198,477 at 4% or $132,318 at 6%; with 50% employer match about $132,318 at 4% or $88,212 at 6%; with 100% employer match about $99,238 at 4% or $66,159 at 6%. |
| 2002 | 1 | 14 | $0 | $0 | - |
| Cassaday & Company Inc. 401K Plan | - | 14 | - | - | - |
| 2001 | 1 | 15 | $0 | $0 | - |
| Cassaday & Company Inc. 401K Plan | - | 15 | - | - | - |
| 2000 | 1 | 9 | $322,900 | $92,354 | $10,262iApproximate average salary by contribution assumption: employee only about $256,539 at 4% or $171,026 at 6%; with 50% employer match about $171,026 at 4% or $114,017 at 6%; with 100% employer match about $128,269 at 4% or $85,513 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 9 | $322,900 | $92,354 | $10,262iApproximate average salary by contribution assumption: employee only about $256,539 at 4% or $171,026 at 6%; with 50% employer match about $171,026 at 4% or $114,017 at 6%; with 100% employer match about $128,269 at 4% or $85,513 at 6%. |
| 1999 | 1 | 10 | $279,317 | $59,274 | $5,927iApproximate average salary by contribution assumption: employee only about $148,185 at 4% or $98,790 at 6%; with 50% employer match about $98,790 at 4% or $65,860 at 6%; with 100% employer match about $74,093 at 4% or $49,395 at 6%. |
| Cassaday & Company Inc. 401K Plan | - | 10 | $279,317 | $59,274 | $5,927iApproximate average salary by contribution assumption: employee only about $148,185 at 4% or $98,790 at 6%; with 50% employer match about $98,790 at 4% or $65,860 at 6%; with 100% employer match about $74,093 at 4% or $49,395 at 6%. |