Civic Intelligence

Conn & Associates Inc.

Plan context: CONN & ASSOCIATES, INC. CASH BALANCE PLAN

EIN 59-2894920 • Tallahassee, FL • 36 filings • 4 plans

1960 C Buford BoulevardTallahassee, FL 32308
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$903,584

2025 Contributions

$75,000

Historical Graphs

Total Assets Over Time

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

$3,672,306$1,836,153$0199920132025YearValue
$903,584Latest year 2025

Participants Over Time

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

1370199920122025YearValue
12Latest 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
2025112$903,584$75,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-12$903,584$75,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
2024213$3,672,306$209,462$16,112iApproximate average salary by contribution assumption: employee only about $402,812 at 4% or $268,541 at 6%; with 50% employer match about $268,541 at 4% or $179,027 at 6%; with 100% employer match about $201,406 at 4% or $134,271 at 6%.
Conn & Associates Inc. Profit Sharing Plan-9$2,870,816$139,615$15,513iApproximate average salary by contribution assumption: employee only about $387,819 at 4% or $258,546 at 6%; with 50% employer match about $258,546 at 4% or $172,364 at 6%; with 100% employer match about $193,910 at 4% or $129,273 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-13$801,490$69,847$5,373iApproximate average salary by contribution assumption: employee only about $134,321 at 4% or $89,547 at 6%; with 50% employer match about $89,547 at 4% or $59,698 at 6%; with 100% employer match about $67,161 at 4% or $44,774 at 6%.
2023211$3,456,446$223,899$20,354iApproximate average salary by contribution assumption: employee only about $508,861 at 4% or $339,241 at 6%; with 50% employer match about $339,241 at 4% or $226,161 at 6%; with 100% employer match about $254,431 at 4% or $169,620 at 6%.
Conn & Associates Inc. Profit Sharing Plan-9$2,736,427$153,376$17,042iApproximate average salary by contribution assumption: employee only about $426,044 at 4% or $284,030 at 6%; with 50% employer match about $284,030 at 4% or $189,353 at 6%; with 100% employer match about $213,022 at 4% or $142,015 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-11$720,019$70,523$6,411iApproximate average salary by contribution assumption: employee only about $160,280 at 4% or $106,853 at 6%; with 50% employer match about $106,853 at 4% or $71,235 at 6%; with 100% employer match about $80,140 at 4% or $53,427 at 6%.
2022211$2,878,770$330,839$30,076iApproximate average salary by contribution assumption: employee only about $751,907 at 4% or $501,271 at 6%; with 50% employer match about $501,271 at 4% or $334,181 at 6%; with 100% employer match about $375,953 at 4% or $250,636 at 6%.
Conn & Associates Inc. Profit Sharing Plan-10$2,267,362$143,918$14,392iApproximate average salary by contribution assumption: employee only about $359,795 at 4% or $239,863 at 6%; with 50% employer match about $239,863 at 4% or $159,909 at 6%; with 100% employer match about $179,898 at 4% or $119,932 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-11$611,408$186,921$16,993iApproximate average salary by contribution assumption: employee only about $424,820 at 4% or $283,214 at 6%; with 50% employer match about $283,214 at 4% or $188,809 at 6%; with 100% employer match about $212,410 at 4% or $141,607 at 6%.
2021210$3,026,363$213,995$21,400iApproximate average salary by contribution assumption: employee only about $534,988 at 4% or $356,658 at 6%; with 50% employer match about $356,658 at 4% or $237,772 at 6%; with 100% employer match about $267,494 at 4% or $178,329 at 6%.
Conn & Associates Inc. Profit Sharing Plan-9$2,544,124$131,732$14,637iApproximate average salary by contribution assumption: employee only about $365,922 at 4% or $243,948 at 6%; with 50% employer match about $243,948 at 4% or $162,632 at 6%; with 100% employer match about $182,961 at 4% or $121,974 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-10$482,239$82,263$8,226iApproximate average salary by contribution assumption: employee only about $205,657 at 4% or $137,105 at 6%; with 50% employer match about $137,105 at 4% or $91,403 at 6%; with 100% employer match about $102,829 at 4% or $68,553 at 6%.
2020212$2,665,668$182,922$15,244iApproximate average salary by contribution assumption: employee only about $381,088 at 4% or $254,058 at 6%; with 50% employer match about $254,058 at 4% or $169,372 at 6%; with 100% employer match about $190,544 at 4% or $127,029 at 6%.
Conn & Associates Inc. Profit Sharing Plan-9$2,256,304$87,427$9,714iApproximate average salary by contribution assumption: employee only about $242,853 at 4% or $161,902 at 6%; with 50% employer match about $161,902 at 4% or $107,935 at 6%; with 100% employer match about $121,426 at 4% or $80,951 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-12$409,364$95,495$7,958iApproximate average salary by contribution assumption: employee only about $198,948 at 4% or $132,632 at 6%; with 50% employer match about $132,632 at 4% or $88,421 at 6%; with 100% employer match about $99,474 at 4% or $66,316 at 6%.
2019211$3,219,950$206,724$18,793iApproximate average salary by contribution assumption: employee only about $469,827 at 4% or $313,218 at 6%; with 50% employer match about $313,218 at 4% or $208,812 at 6%; with 100% employer match about $234,914 at 4% or $156,609 at 6%.
Conn & Associates Inc. Profit Sharing Plan-9$2,871,346$124,697$13,855iApproximate average salary by contribution assumption: employee only about $346,381 at 4% or $230,920 at 6%; with 50% employer match about $230,920 at 4% or $153,947 at 6%; with 100% employer match about $173,190 at 4% or $115,460 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-11$348,604$82,027$7,457iApproximate average salary by contribution assumption: employee only about $186,425 at 4% or $124,283 at 6%; with 50% employer match about $124,283 at 4% or $82,856 at 6%; with 100% employer match about $93,213 at 4% or $62,142 at 6%.
2018211$2,488,238$213,046$19,368iApproximate average salary by contribution assumption: employee only about $484,195 at 4% or $322,797 at 6%; with 50% employer match about $322,797 at 4% or $215,198 at 6%; with 100% employer match about $242,098 at 4% or $161,398 at 6%.
Conn & Associates Inc. Profit Sharing Plan-10$2,254,807$130,169$13,017iApproximate average salary by contribution assumption: employee only about $325,423 at 4% or $216,948 at 6%; with 50% employer match about $216,948 at 4% or $144,632 at 6%; with 100% employer match about $162,711 at 4% or $108,474 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-11$233,431$82,877$7,534iApproximate average salary by contribution assumption: employee only about $188,357 at 4% or $125,571 at 6%; with 50% employer match about $125,571 at 4% or $83,714 at 6%; with 100% employer match about $94,178 at 4% or $62,786 at 6%.
201729$2,444,908$203,751$22,639iApproximate average salary by contribution assumption: employee only about $565,975 at 4% or $377,317 at 6%; with 50% employer match about $377,317 at 4% or $251,544 at 6%; with 100% employer match about $282,988 at 4% or $188,658 at 6%.
Conn & Associates Inc. Profit Sharing Plan-9$2,282,544$122,840$13,649iApproximate average salary by contribution assumption: employee only about $341,222 at 4% or $227,481 at 6%; with 50% employer match about $227,481 at 4% or $151,654 at 6%; with 100% employer match about $170,611 at 4% or $113,741 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-9$162,364$80,911$8,990iApproximate average salary by contribution assumption: employee only about $224,753 at 4% or $149,835 at 6%; with 50% employer match about $149,835 at 4% or $99,890 at 6%; with 100% employer match about $112,376 at 4% or $74,918 at 6%.
201627$1,960,818$189,974$27,139iApproximate average salary by contribution assumption: employee only about $678,479 at 4% or $452,319 at 6%; with 50% employer match about $452,319 at 4% or $301,546 at 6%; with 100% employer match about $339,239 at 4% or $226,160 at 6%.
Conn & Associates Inc. Profit Sharing Plan-7$1,883,909$113,065$16,152iApproximate average salary by contribution assumption: employee only about $403,804 at 4% or $269,202 at 6%; with 50% employer match about $269,202 at 4% or $179,468 at 6%; with 100% employer match about $201,902 at 4% or $134,601 at 6%.
CONN & ASSOCIATES, INC. CASH BALANCE PLAN-7$76,909$76,909$10,987iApproximate average salary by contribution assumption: employee only about $274,675 at 4% or $183,117 at 6%; with 50% employer match about $183,117 at 4% or $122,078 at 6%; with 100% employer match about $137,338 at 4% or $91,558 at 6%.
201516$1,645,962$96,598$16,100iApproximate average salary by contribution assumption: employee only about $402,492 at 4% or $268,328 at 6%; with 50% employer match about $268,328 at 4% or $178,885 at 6%; with 100% employer match about $201,246 at 4% or $134,164 at 6%.
Conn & Associates Inc. Profit Sharing Plan-6$1,645,962$96,598$16,100iApproximate average salary by contribution assumption: employee only about $402,492 at 4% or $268,328 at 6%; with 50% employer match about $268,328 at 4% or $178,885 at 6%; with 100% employer match about $201,246 at 4% or $134,164 at 6%.
201415$1,586,351$83,969$16,794iApproximate average salary by contribution assumption: employee only about $419,845 at 4% or $279,897 at 6%; with 50% employer match about $279,897 at 4% or $186,598 at 6%; with 100% employer match about $209,923 at 4% or $139,948 at 6%.
Conn & Associates Inc. Profit Sharing Plan-5$1,586,351$83,969$16,794iApproximate average salary by contribution assumption: employee only about $419,845 at 4% or $279,897 at 6%; with 50% employer match about $279,897 at 4% or $186,598 at 6%; with 100% employer match about $209,923 at 4% or $139,948 at 6%.
201315$1,427,503$83,193$16,639iApproximate average salary by contribution assumption: employee only about $415,965 at 4% or $277,310 at 6%; with 50% employer match about $277,310 at 4% or $184,873 at 6%; with 100% employer match about $207,982 at 4% or $138,655 at 6%.
Conn & Associates Inc. Profit Sharing Plan-5$1,427,503$83,193$16,639iApproximate average salary by contribution assumption: employee only about $415,965 at 4% or $277,310 at 6%; with 50% employer match about $277,310 at 4% or $184,873 at 6%; with 100% employer match about $207,982 at 4% or $138,655 at 6%.
201216$1,111,418$77,043$12,841iApproximate average salary by contribution assumption: employee only about $321,013 at 4% or $214,008 at 6%; with 50% employer match about $214,008 at 4% or $142,672 at 6%; with 100% employer match about $160,506 at 4% or $107,004 at 6%.
Conn & Associates Inc. Profit Sharing Plan-6$1,111,418$77,043$12,841iApproximate average salary by contribution assumption: employee only about $321,013 at 4% or $214,008 at 6%; with 50% employer match about $214,008 at 4% or $142,672 at 6%; with 100% employer match about $160,506 at 4% or $107,004 at 6%.
201115$907,880$74,142$14,828iApproximate average salary by contribution assumption: employee only about $370,710 at 4% or $247,140 at 6%; with 50% employer match about $247,140 at 4% or $164,760 at 6%; with 100% employer match about $185,355 at 4% or $123,570 at 6%.
Conn & Associates Inc. Profit Sharing Plan-5$907,880$74,142$14,828iApproximate average salary by contribution assumption: employee only about $370,710 at 4% or $247,140 at 6%; with 50% employer match about $247,140 at 4% or $164,760 at 6%; with 100% employer match about $185,355 at 4% or $123,570 at 6%.
201016$978,984$76,662$12,777iApproximate average salary by contribution assumption: employee only about $319,425 at 4% or $212,950 at 6%; with 50% employer match about $212,950 at 4% or $141,967 at 6%; with 100% employer match about $159,713 at 4% or $106,475 at 6%.
Conn & Associates Inc. Profit Sharing Plan-6$978,984$76,662$12,777iApproximate average salary by contribution assumption: employee only about $319,425 at 4% or $212,950 at 6%; with 50% employer match about $212,950 at 4% or $141,967 at 6%; with 100% employer match about $159,713 at 4% or $106,475 at 6%.
200917$831,837$78,585$11,226iApproximate average salary by contribution assumption: employee only about $280,661 at 4% or $187,107 at 6%; with 50% employer match about $187,107 at 4% or $124,738 at 6%; with 100% employer match about $140,330 at 4% or $93,554 at 6%.
Conn & Associates Inc. Profit Sharing Plan-7$831,837$78,585$11,226iApproximate average salary by contribution assumption: employee only about $280,661 at 4% or $187,107 at 6%; with 50% employer match about $187,107 at 4% or $124,738 at 6%; with 100% employer match about $140,330 at 4% or $93,554 at 6%.
200818$590,715$76,559$9,570iApproximate average salary by contribution assumption: employee only about $239,247 at 4% or $159,498 at 6%; with 50% employer match about $159,498 at 4% or $106,332 at 6%; with 100% employer match about $119,623 at 4% or $79,749 at 6%.
Conn & Associates Inc. Profit Sharing Plan-8$590,715$76,559$9,570iApproximate average salary by contribution assumption: employee only about $239,247 at 4% or $159,498 at 6%; with 50% employer match about $159,498 at 4% or $106,332 at 6%; with 100% employer match about $119,623 at 4% or $79,749 at 6%.
200719$0$0-
Conn & Associates Inc. Profit Sharing Plan-9---
200618$658,480$60,649$7,581iApproximate average salary by contribution assumption: employee only about $189,528 at 4% or $126,352 at 6%; with 50% employer match about $126,352 at 4% or $84,235 at 6%; with 100% employer match about $94,764 at 4% or $63,176 at 6%.
Conn & Associates Inc. Profit Sharing Plan-8$658,480$60,649$7,581iApproximate average salary by contribution assumption: employee only about $189,528 at 4% or $126,352 at 6%; with 50% employer match about $126,352 at 4% or $84,235 at 6%; with 100% employer match about $94,764 at 4% or $63,176 at 6%.
2005110$497,336$55,821$5,582iApproximate average salary by contribution assumption: employee only about $139,553 at 4% or $93,035 at 6%; with 50% employer match about $93,035 at 4% or $62,023 at 6%; with 100% employer match about $69,776 at 4% or $46,518 at 6%.
Conn & Associates Inc. Profit Sharing Plan-10$497,336$55,821$5,582iApproximate average salary by contribution assumption: employee only about $139,553 at 4% or $93,035 at 6%; with 50% employer match about $93,035 at 4% or $62,023 at 6%; with 100% employer match about $69,776 at 4% or $46,518 at 6%.
200416$399,540$53,174$8,862iApproximate average salary by contribution assumption: employee only about $221,558 at 4% or $147,706 at 6%; with 50% employer match about $147,706 at 4% or $98,470 at 6%; with 100% employer match about $110,779 at 4% or $73,853 at 6%.
Conn & Associates Inc. Profit Sharing Plan-6$399,540$53,174$8,862iApproximate average salary by contribution assumption: employee only about $221,558 at 4% or $147,706 at 6%; with 50% employer match about $147,706 at 4% or $98,470 at 6%; with 100% employer match about $110,779 at 4% or $73,853 at 6%.
200317$314,143$51,747$7,392iApproximate average salary by contribution assumption: employee only about $184,811 at 4% or $123,207 at 6%; with 50% employer match about $123,207 at 4% or $82,138 at 6%; with 100% employer match about $92,405 at 4% or $61,604 at 6%.
Conn & Associates Inc. Profit Sharing Plan-7$314,143$51,747$7,392iApproximate average salary by contribution assumption: employee only about $184,811 at 4% or $123,207 at 6%; with 50% employer match about $123,207 at 4% or $82,138 at 6%; with 100% employer match about $92,405 at 4% or $61,604 at 6%.
200216$211,921$53,125$8,854iApproximate average salary by contribution assumption: employee only about $221,354 at 4% or $147,569 at 6%; with 50% employer match about $147,569 at 4% or $98,380 at 6%; with 100% employer match about $110,677 at 4% or $73,785 at 6%.
Conn & Associates Inc. Profit Sharing Plan-6$211,921$53,125$8,854iApproximate average salary by contribution assumption: employee only about $221,354 at 4% or $147,569 at 6%; with 50% employer match about $147,569 at 4% or $98,380 at 6%; with 100% employer match about $110,677 at 4% or $73,785 at 6%.
200117$188,463$47,590$6,799iApproximate average salary by contribution assumption: employee only about $169,964 at 4% or $113,310 at 6%; with 50% employer match about $113,310 at 4% or $75,540 at 6%; with 100% employer match about $84,982 at 4% or $56,655 at 6%.
Conn & Associates Inc. Profit Sharing Plan-7$188,463$47,590$6,799iApproximate average salary by contribution assumption: employee only about $169,964 at 4% or $113,310 at 6%; with 50% employer match about $113,310 at 4% or $75,540 at 6%; with 100% employer match about $84,982 at 4% or $56,655 at 6%.
200015$162,412$45,804$9,161iApproximate average salary by contribution assumption: employee only about $229,020 at 4% or $152,680 at 6%; with 50% employer match about $152,680 at 4% or $101,787 at 6%; with 100% employer match about $114,510 at 4% or $76,340 at 6%.
Conn & Associates Inc. Profit Sharing Plan-5$162,412$45,804$9,161iApproximate average salary by contribution assumption: employee only about $229,020 at 4% or $152,680 at 6%; with 50% employer match about $152,680 at 4% or $101,787 at 6%; with 100% employer match about $114,510 at 4% or $76,340 at 6%.
199914$136,848$38,500$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.
Conn & Associates Inc. Profit Sharing Plan-4$136,848$38,500$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.