Civic Intelligence

Cook Financial Designs Inc.

Plan context: Cook Financial Designs Inc. 401(K) Profit Sharing Plan

EIN 54-2086486 • Virginia Beach, VA • 18 filings • 2 plans

1060 Laskin Road, Suite 25BVirginia Beach, VA 23451
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,276,883

2024 Contributions

$71,946

Historical Graphs

Total Assets Over Time

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

$2,276,883$1,138,442$0200920172024YearValue
$2,276,883Latest year 2024

Participants Over Time

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

950200720162024YearValue
9Latest 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
202419$2,276,883$71,946$7,994iApproximate average salary by contribution assumption: employee only about $199,850 at 4% or $133,233 at 6%; with 50% employer match about $133,233 at 4% or $88,822 at 6%; with 100% employer match about $99,925 at 4% or $66,617 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-9$2,276,883$71,946$7,994iApproximate average salary by contribution assumption: employee only about $199,850 at 4% or $133,233 at 6%; with 50% employer match about $133,233 at 4% or $88,822 at 6%; with 100% employer match about $99,925 at 4% or $66,617 at 6%.
202319$1,946,074$62,699$6,967iApproximate average salary by contribution assumption: employee only about $174,164 at 4% or $116,109 at 6%; with 50% employer match about $116,109 at 4% or $77,406 at 6%; with 100% employer match about $87,082 at 4% or $58,055 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-9$1,946,074$62,699$6,967iApproximate average salary by contribution assumption: employee only about $174,164 at 4% or $116,109 at 6%; with 50% employer match about $116,109 at 4% or $77,406 at 6%; with 100% employer match about $87,082 at 4% or $58,055 at 6%.
202218$2,059,759$52,316$6,540iApproximate average salary by contribution assumption: employee only about $163,488 at 4% or $108,992 at 6%; with 50% employer match about $108,992 at 4% or $72,661 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-8$2,059,759$52,316$6,540iApproximate average salary by contribution assumption: employee only about $163,488 at 4% or $108,992 at 6%; with 50% employer match about $108,992 at 4% or $72,661 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%.
202117$2,224,155$56,527$8,075iApproximate average salary by contribution assumption: employee only about $201,882 at 4% or $134,588 at 6%; with 50% employer match about $134,588 at 4% or $89,725 at 6%; with 100% employer match about $100,941 at 4% or $67,294 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$2,224,155$56,527$8,075iApproximate average salary by contribution assumption: employee only about $201,882 at 4% or $134,588 at 6%; with 50% employer match about $134,588 at 4% or $89,725 at 6%; with 100% employer match about $100,941 at 4% or $67,294 at 6%.
202017$1,862,779$52,390$7,484iApproximate average salary by contribution assumption: employee only about $187,107 at 4% or $124,738 at 6%; with 50% employer match about $124,738 at 4% or $83,159 at 6%; with 100% employer match about $93,554 at 4% or $62,369 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$1,862,779$52,390$7,484iApproximate average salary by contribution assumption: employee only about $187,107 at 4% or $124,738 at 6%; with 50% employer match about $124,738 at 4% or $83,159 at 6%; with 100% employer match about $93,554 at 4% or $62,369 at 6%.
201917$1,632,663$92,407$13,201iApproximate average salary by contribution assumption: employee only about $330,025 at 4% or $220,017 at 6%; with 50% employer match about $220,017 at 4% or $146,678 at 6%; with 100% employer match about $165,013 at 4% or $110,008 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$1,632,663$92,407$13,201iApproximate average salary by contribution assumption: employee only about $330,025 at 4% or $220,017 at 6%; with 50% employer match about $220,017 at 4% or $146,678 at 6%; with 100% employer match about $165,013 at 4% or $110,008 at 6%.
201817$1,272,319$79,086$11,298iApproximate average salary by contribution assumption: employee only about $282,450 at 4% or $188,300 at 6%; with 50% employer match about $188,300 at 4% or $125,533 at 6%; with 100% employer match about $141,225 at 4% or $94,150 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$1,272,319$79,086$11,298iApproximate average salary by contribution assumption: employee only about $282,450 at 4% or $188,300 at 6%; with 50% employer match about $188,300 at 4% or $125,533 at 6%; with 100% employer match about $141,225 at 4% or $94,150 at 6%.
201717$1,250,565$46,993$6,713iApproximate average salary by contribution assumption: employee only about $167,832 at 4% or $111,888 at 6%; with 50% employer match about $111,888 at 4% or $74,592 at 6%; with 100% employer match about $83,916 at 4% or $55,944 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$1,250,565$46,993$6,713iApproximate average salary by contribution assumption: employee only about $167,832 at 4% or $111,888 at 6%; with 50% employer match about $111,888 at 4% or $74,592 at 6%; with 100% employer match about $83,916 at 4% or $55,944 at 6%.
201617$1,063,433$44,654$6,379iApproximate average salary by contribution assumption: employee only about $159,479 at 4% or $106,319 at 6%; with 50% employer match about $106,319 at 4% or $70,879 at 6%; with 100% employer match about $79,739 at 4% or $53,160 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$1,063,433$44,654$6,379iApproximate average salary by contribution assumption: employee only about $159,479 at 4% or $106,319 at 6%; with 50% employer match about $106,319 at 4% or $70,879 at 6%; with 100% employer match about $79,739 at 4% or $53,160 at 6%.
201517$933,334$44,460$6,351iApproximate average salary by contribution assumption: employee only about $158,786 at 4% or $105,857 at 6%; with 50% employer match about $105,857 at 4% or $70,571 at 6%; with 100% employer match about $79,393 at 4% or $52,929 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$933,334$44,460$6,351iApproximate average salary by contribution assumption: employee only about $158,786 at 4% or $105,857 at 6%; with 50% employer match about $105,857 at 4% or $70,571 at 6%; with 100% employer match about $79,393 at 4% or $52,929 at 6%.
201417$895,037$36,088$5,155iApproximate average salary by contribution assumption: employee only about $128,886 at 4% or $85,924 at 6%; with 50% employer match about $85,924 at 4% or $57,283 at 6%; with 100% employer match about $64,443 at 4% or $42,962 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$895,037$36,088$5,155iApproximate average salary by contribution assumption: employee only about $128,886 at 4% or $85,924 at 6%; with 50% employer match about $85,924 at 4% or $57,283 at 6%; with 100% employer match about $64,443 at 4% or $42,962 at 6%.
201318$799,321$40,298$5,037iApproximate average salary by contribution assumption: employee only about $125,931 at 4% or $83,954 at 6%; with 50% employer match about $83,954 at 4% or $55,969 at 6%; with 100% employer match about $62,966 at 4% or $41,977 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-8$799,321$40,298$5,037iApproximate average salary by contribution assumption: employee only about $125,931 at 4% or $83,954 at 6%; with 50% employer match about $83,954 at 4% or $55,969 at 6%; with 100% employer match about $62,966 at 4% or $41,977 at 6%.
201216$647,817$41,713$6,952iApproximate average salary by contribution assumption: employee only about $173,804 at 4% or $115,869 at 6%; with 50% employer match about $115,869 at 4% or $77,246 at 6%; with 100% employer match about $86,902 at 4% or $57,935 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-6$647,817$41,713$6,952iApproximate average salary by contribution assumption: employee only about $173,804 at 4% or $115,869 at 6%; with 50% employer match about $115,869 at 4% or $77,246 at 6%; with 100% employer match about $86,902 at 4% or $57,935 at 6%.
201115$531,348$42,545$8,509iApproximate average salary by contribution assumption: employee only about $212,725 at 4% or $141,817 at 6%; with 50% employer match about $141,817 at 4% or $94,544 at 6%; with 100% employer match about $106,363 at 4% or $70,908 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-5$531,348$42,545$8,509iApproximate average salary by contribution assumption: employee only about $212,725 at 4% or $141,817 at 6%; with 50% employer match about $141,817 at 4% or $94,544 at 6%; with 100% employer match about $106,363 at 4% or $70,908 at 6%.
201017$481,187$114,241$16,320iApproximate average salary by contribution assumption: employee only about $408,004 at 4% or $272,002 at 6%; with 50% employer match about $272,002 at 4% or $181,335 at 6%; with 100% employer match about $204,002 at 4% or $136,001 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-7$481,187$114,241$16,320iApproximate average salary by contribution assumption: employee only about $408,004 at 4% or $272,002 at 6%; with 50% employer match about $272,002 at 4% or $181,335 at 6%; with 100% employer match about $204,002 at 4% or $136,001 at 6%.
200914$325,973$31,169$7,792iApproximate average salary by contribution assumption: employee only about $194,806 at 4% or $129,871 at 6%; with 50% employer match about $129,871 at 4% or $86,581 at 6%; with 100% employer match about $97,403 at 4% or $64,935 at 6%.
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-4$325,973$31,169$7,792iApproximate average salary by contribution assumption: employee only about $194,806 at 4% or $129,871 at 6%; with 50% employer match about $129,871 at 4% or $86,581 at 6%; with 100% employer match about $97,403 at 4% or $64,935 at 6%.
200813$0$0-
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-3---
200712$0$0-
Cook Financial Designs Inc. 401(K) Profit Sharing Plan-2---