INSTITUTE OF HEALTHCARE ADVOCACY INC.
Plan context: CPT INSTITUTE 401(K) PLAN
EIN 55-6708699 • San Marcos, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$353,682
2025 Contributions
$180,920
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 26 | $353,682 | $180,920 | $6,958iApproximate average salary by contribution assumption: employee only about $173,962 at 4% or $115,974 at 6%; with 50% employer match about $115,974 at 4% or $77,316 at 6%; with 100% employer match about $86,981 at 4% or $57,987 at 6%. |
| CPT INSTITUTE 401(K) PLAN | - | 26 | $353,682 | $180,920 | $6,958iApproximate average salary by contribution assumption: employee only about $173,962 at 4% or $115,974 at 6%; with 50% employer match about $115,974 at 4% or $77,316 at 6%; with 100% employer match about $86,981 at 4% or $57,987 at 6%. |
| 2024 | 1 | 19 | $218,131 | $60,411 | $3,180iApproximate average salary by contribution assumption: employee only about $79,488 at 4% or $52,992 at 6%; with 50% employer match about $52,992 at 4% or $35,328 at 6%; with 100% employer match about $39,744 at 4% or $26,496 at 6%. |
| CPT INSTITUTE 401(K) PLAN | - | 19 | $218,131 | $60,411 | $3,180iApproximate average salary by contribution assumption: employee only about $79,488 at 4% or $52,992 at 6%; with 50% employer match about $52,992 at 4% or $35,328 at 6%; with 100% employer match about $39,744 at 4% or $26,496 at 6%. |
| 2023 | 1 | 13 | $137,252 | $48,575 | $3,737iApproximate average salary by contribution assumption: employee only about $93,413 at 4% or $62,276 at 6%; with 50% employer match about $62,276 at 4% or $41,517 at 6%; with 100% employer match about $46,707 at 4% or $31,138 at 6%. |
| CPT INSTITUTE 401(K) PLAN | - | 13 | $137,252 | $48,575 | $3,737iApproximate average salary by contribution assumption: employee only about $93,413 at 4% or $62,276 at 6%; with 50% employer match about $62,276 at 4% or $41,517 at 6%; with 100% employer match about $46,707 at 4% or $31,138 at 6%. |
| 2022 | 1 | 12 | $72,111 | $55,101 | $4,592iApproximate average salary by contribution assumption: employee only about $114,794 at 4% or $76,529 at 6%; with 50% employer match about $76,529 at 4% or $51,019 at 6%; with 100% employer match about $57,397 at 4% or $38,265 at 6%. |
| INSTITUTE OF HEALTHCARE ADVOCACY 401(K) PLAN | - | 12 | $72,111 | $55,101 | $4,592iApproximate average salary by contribution assumption: employee only about $114,794 at 4% or $76,529 at 6%; with 50% employer match about $76,529 at 4% or $51,019 at 6%; with 100% employer match about $57,397 at 4% or $38,265 at 6%. |
| 2021 | 1 | 11 | $28,002 | $27,787 | $2,526iApproximate average salary by contribution assumption: employee only about $63,152 at 4% or $42,102 at 6%; with 50% employer match about $42,102 at 4% or $28,068 at 6%; with 100% employer match about $31,576 at 4% or $21,051 at 6%. |
| INSTITUTE OF HEALTHCARE ADVOCACY 401(K) PLAN | - | 11 | $28,002 | $27,787 | $2,526iApproximate average salary by contribution assumption: employee only about $63,152 at 4% or $42,102 at 6%; with 50% employer match about $42,102 at 4% or $28,068 at 6%; with 100% employer match about $31,576 at 4% or $21,051 at 6%. |