Civic Intelligence

Cepeda Associates

Plan context: Cepeda Associates Inc Employee Stock Ownership Plan

EIN 61-0918947 • Louisville, KY • 19 filings • 3 plans

500 E. Burnett AveLouisville, KY 40217
Current Snapshot

Latest Year

2024

2024 Participants

90

2024 Assets

$45,099,989

2024 Contributions

$252,156

Historical Graphs

Total Assets Over Time

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

$45,099,989$22,549,995$0200820162024YearValue
$45,099,989Latest year 2024

Participants Over Time

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

90450200720162024YearValue
90Latest 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
2024190$45,099,989$252,156$2,802iApproximate average salary by contribution assumption: employee only about $70,043 at 4% or $46,696 at 6%; with 50% employer match about $46,696 at 4% or $31,130 at 6%; with 100% employer match about $35,022 at 4% or $23,348 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-90$45,099,989$252,156$2,802iApproximate average salary by contribution assumption: employee only about $70,043 at 4% or $46,696 at 6%; with 50% employer match about $46,696 at 4% or $31,130 at 6%; with 100% employer match about $35,022 at 4% or $23,348 at 6%.
2023181$39,399,973$252,156$3,113iApproximate average salary by contribution assumption: employee only about $77,826 at 4% or $51,884 at 6%; with 50% employer match about $51,884 at 4% or $34,589 at 6%; with 100% employer match about $38,913 at 4% or $25,942 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-81$39,399,973$252,156$3,113iApproximate average salary by contribution assumption: employee only about $77,826 at 4% or $51,884 at 6%; with 50% employer match about $51,884 at 4% or $34,589 at 6%; with 100% employer match about $38,913 at 4% or $25,942 at 6%.
2022171$38,099,982$252,156$3,551iApproximate average salary by contribution assumption: employee only about $88,787 at 4% or $59,192 at 6%; with 50% employer match about $59,192 at 4% or $39,461 at 6%; with 100% employer match about $44,394 at 4% or $29,596 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-71$38,099,982$252,156$3,551iApproximate average salary by contribution assumption: employee only about $88,787 at 4% or $59,192 at 6%; with 50% employer match about $59,192 at 4% or $39,461 at 6%; with 100% employer match about $44,394 at 4% or $29,596 at 6%.
2021158$34,199,970$252,156$4,348iApproximate average salary by contribution assumption: employee only about $108,688 at 4% or $72,459 at 6%; with 50% employer match about $72,459 at 4% or $48,306 at 6%; with 100% employer match about $54,344 at 4% or $36,229 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-58$34,199,970$252,156$4,348iApproximate average salary by contribution assumption: employee only about $108,688 at 4% or $72,459 at 6%; with 50% employer match about $72,459 at 4% or $48,306 at 6%; with 100% employer match about $54,344 at 4% or $36,229 at 6%.
2020246$35,600,014$887,359$19,290iApproximate average salary by contribution assumption: employee only about $482,260 at 4% or $321,507 at 6%; with 50% employer match about $321,507 at 4% or $214,338 at 6%; with 100% employer match about $241,130 at 4% or $160,753 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-46$35,600,014$252,156$5,482iApproximate average salary by contribution assumption: employee only about $137,041 at 4% or $91,361 at 6%; with 50% employer match about $91,361 at 4% or $60,907 at 6%; with 100% employer match about $68,521 at 4% or $45,680 at 6%.
CEPEDA ASSOCIATES INC CBS BENEFIT PLAN-0$0$635,203-
2019137$30,199,971$252,156$6,815iApproximate average salary by contribution assumption: employee only about $170,376 at 4% or $113,584 at 6%; with 50% employer match about $113,584 at 4% or $75,723 at 6%; with 100% employer match about $85,188 at 4% or $56,792 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-37$30,199,971$252,156$6,815iApproximate average salary by contribution assumption: employee only about $170,376 at 4% or $113,584 at 6%; with 50% employer match about $113,584 at 4% or $75,723 at 6%; with 100% employer match about $85,188 at 4% or $56,792 at 6%.
2018132$30,400,024$252,156$7,880iApproximate average salary by contribution assumption: employee only about $196,997 at 4% or $131,331 at 6%; with 50% employer match about $131,331 at 4% or $87,554 at 6%; with 100% employer match about $98,498 at 4% or $65,666 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-32$30,400,024$252,156$7,880iApproximate average salary by contribution assumption: employee only about $196,997 at 4% or $131,331 at 6%; with 50% employer match about $131,331 at 4% or $87,554 at 6%; with 100% employer match about $98,498 at 4% or $65,666 at 6%.
2017135$28,499,982$252,156$7,204iApproximate average salary by contribution assumption: employee only about $180,111 at 4% or $120,074 at 6%; with 50% employer match about $120,074 at 4% or $80,050 at 6%; with 100% employer match about $90,056 at 4% or $60,037 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-35$28,499,982$252,156$7,204iApproximate average salary by contribution assumption: employee only about $180,111 at 4% or $120,074 at 6%; with 50% employer match about $120,074 at 4% or $80,050 at 6%; with 100% employer match about $90,056 at 4% or $60,037 at 6%.
2016134$26,000,001$252,155$7,416iApproximate average salary by contribution assumption: employee only about $185,408 at 4% or $123,605 at 6%; with 50% employer match about $123,605 at 4% or $82,404 at 6%; with 100% employer match about $92,704 at 4% or $61,803 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-34$26,000,001$252,155$7,416iApproximate average salary by contribution assumption: employee only about $185,408 at 4% or $123,605 at 6%; with 50% employer match about $123,605 at 4% or $82,404 at 6%; with 100% employer match about $92,704 at 4% or $61,803 at 6%.
2015133$19,800,034$252,156$7,641iApproximate average salary by contribution assumption: employee only about $191,027 at 4% or $127,352 at 6%; with 50% employer match about $127,352 at 4% or $84,901 at 6%; with 100% employer match about $95,514 at 4% or $63,676 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-33$19,800,034$252,156$7,641iApproximate average salary by contribution assumption: employee only about $191,027 at 4% or $127,352 at 6%; with 50% employer match about $127,352 at 4% or $84,901 at 6%; with 100% employer match about $95,514 at 4% or $63,676 at 6%.
2014133$15,100,000$252,156$7,641iApproximate average salary by contribution assumption: employee only about $191,027 at 4% or $127,352 at 6%; with 50% employer match about $127,352 at 4% or $84,901 at 6%; with 100% employer match about $95,514 at 4% or $63,676 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-33$15,100,000$252,156$7,641iApproximate average salary by contribution assumption: employee only about $191,027 at 4% or $127,352 at 6%; with 50% employer match about $127,352 at 4% or $84,901 at 6%; with 100% employer match about $95,514 at 4% or $63,676 at 6%.
2013130$11,800,000$252,156$8,405iApproximate average salary by contribution assumption: employee only about $210,130 at 4% or $140,087 at 6%; with 50% employer match about $140,087 at 4% or $93,391 at 6%; with 100% employer match about $105,065 at 4% or $70,043 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-30$11,800,000$252,156$8,405iApproximate average salary by contribution assumption: employee only about $210,130 at 4% or $140,087 at 6%; with 50% employer match about $140,087 at 4% or $93,391 at 6%; with 100% employer match about $105,065 at 4% or $70,043 at 6%.
2012127$9,600,000$252,156$9,339iApproximate average salary by contribution assumption: employee only about $233,478 at 4% or $155,652 at 6%; with 50% employer match about $155,652 at 4% or $103,768 at 6%; with 100% employer match about $116,739 at 4% or $77,826 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-27$9,600,000$252,156$9,339iApproximate average salary by contribution assumption: employee only about $233,478 at 4% or $155,652 at 6%; with 50% employer match about $155,652 at 4% or $103,768 at 6%; with 100% employer match about $116,739 at 4% or $77,826 at 6%.
2011127$7,000,000$252,156$9,339iApproximate average salary by contribution assumption: employee only about $233,478 at 4% or $155,652 at 6%; with 50% employer match about $155,652 at 4% or $103,768 at 6%; with 100% employer match about $116,739 at 4% or $77,826 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-27$7,000,000$252,156$9,339iApproximate average salary by contribution assumption: employee only about $233,478 at 4% or $155,652 at 6%; with 50% employer match about $155,652 at 4% or $103,768 at 6%; with 100% employer match about $116,739 at 4% or $77,826 at 6%.
2010126$5,300,000$252,156$9,698iApproximate average salary by contribution assumption: employee only about $242,458 at 4% or $161,638 at 6%; with 50% employer match about $161,638 at 4% or $107,759 at 6%; with 100% employer match about $121,229 at 4% or $80,819 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-26$5,300,000$252,156$9,698iApproximate average salary by contribution assumption: employee only about $242,458 at 4% or $161,638 at 6%; with 50% employer match about $161,638 at 4% or $107,759 at 6%; with 100% employer match about $121,229 at 4% or $80,819 at 6%.
2009126$3,300,000$252,156$9,698iApproximate average salary by contribution assumption: employee only about $242,458 at 4% or $161,638 at 6%; with 50% employer match about $161,638 at 4% or $107,759 at 6%; with 100% employer match about $121,229 at 4% or $80,819 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-26$3,300,000$252,156$9,698iApproximate average salary by contribution assumption: employee only about $242,458 at 4% or $161,638 at 6%; with 50% employer match about $161,638 at 4% or $107,759 at 6%; with 100% employer match about $121,229 at 4% or $80,819 at 6%.
2008127$3,100,000$252,156$9,339iApproximate average salary by contribution assumption: employee only about $233,478 at 4% or $155,652 at 6%; with 50% employer match about $155,652 at 4% or $103,768 at 6%; with 100% employer match about $116,739 at 4% or $77,826 at 6%.
Cepeda Associates Inc Employee Stock Ownership Plan-27$3,100,000$252,156$9,339iApproximate average salary by contribution assumption: employee only about $233,478 at 4% or $155,652 at 6%; with 50% employer match about $155,652 at 4% or $103,768 at 6%; with 100% employer match about $116,739 at 4% or $77,826 at 6%.
2007127$0$0-
Cepeda Associates Inc Employee Stock Ownership Plan-27---
Cepeda Associates | EIN 61-0918947 | 2024 Form 5500 Company Profile