Civic Intelligence

Cumbie Advisory Services Inc.

Plan context: Cumbie Advisory Services Inc. 401(K) Plan

EIN 68-0633465 • Fort Worth, TX • 13 filings • 1 plans

306 W. 7th, 442 Fw Club Bldg.Fort Worth, TX 76102
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$355,560

2024 Contributions

$53,257

Historical Graphs

Total Assets Over Time

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

$534,991$267,496$0201220182024YearValue
$355,560Latest year 2024

Participants Over Time

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

530201220182024YearValue
3Latest 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
202413$355,560$53,257$17,752iApproximate average salary by contribution assumption: employee only about $443,808 at 4% or $295,872 at 6%; with 50% employer match about $295,872 at 4% or $197,248 at 6%; with 100% employer match about $221,904 at 4% or $147,936 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-3$355,560$53,257$17,752iApproximate average salary by contribution assumption: employee only about $443,808 at 4% or $295,872 at 6%; with 50% employer match about $295,872 at 4% or $197,248 at 6%; with 100% employer match about $221,904 at 4% or $147,936 at 6%.
202313$483,230$29,088$9,696iApproximate average salary by contribution assumption: employee only about $242,400 at 4% or $161,600 at 6%; with 50% employer match about $161,600 at 4% or $107,733 at 6%; with 100% employer match about $121,200 at 4% or $80,800 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-3$483,230$29,088$9,696iApproximate average salary by contribution assumption: employee only about $242,400 at 4% or $161,600 at 6%; with 50% employer match about $161,600 at 4% or $107,733 at 6%; with 100% employer match about $121,200 at 4% or $80,800 at 6%.
202214$405,159$36,866$9,217iApproximate average salary by contribution assumption: employee only about $230,413 at 4% or $153,608 at 6%; with 50% employer match about $153,608 at 4% or $102,406 at 6%; with 100% employer match about $115,206 at 4% or $76,804 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-4$405,159$36,866$9,217iApproximate average salary by contribution assumption: employee only about $230,413 at 4% or $153,608 at 6%; with 50% employer match about $153,608 at 4% or $102,406 at 6%; with 100% employer match about $115,206 at 4% or $76,804 at 6%.
202115$534,991$30,699$6,140iApproximate average salary by contribution assumption: employee only about $153,495 at 4% or $102,330 at 6%; with 50% employer match about $102,330 at 4% or $68,220 at 6%; with 100% employer match about $76,748 at 4% or $51,165 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-5$534,991$30,699$6,140iApproximate average salary by contribution assumption: employee only about $153,495 at 4% or $102,330 at 6%; with 50% employer match about $102,330 at 4% or $68,220 at 6%; with 100% employer match about $76,748 at 4% or $51,165 at 6%.
202014$447,622$46,475$11,619iApproximate average salary by contribution assumption: employee only about $290,469 at 4% or $193,646 at 6%; with 50% employer match about $193,646 at 4% or $129,097 at 6%; with 100% employer match about $145,234 at 4% or $96,823 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-4$447,622$46,475$11,619iApproximate average salary by contribution assumption: employee only about $290,469 at 4% or $193,646 at 6%; with 50% employer match about $193,646 at 4% or $129,097 at 6%; with 100% employer match about $145,234 at 4% or $96,823 at 6%.
201914$438,726$46,576$11,644iApproximate average salary by contribution assumption: employee only about $291,100 at 4% or $194,067 at 6%; with 50% employer match about $194,067 at 4% or $129,378 at 6%; with 100% employer match about $145,550 at 4% or $97,033 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-4$438,726$46,576$11,644iApproximate average salary by contribution assumption: employee only about $291,100 at 4% or $194,067 at 6%; with 50% employer match about $194,067 at 4% or $129,378 at 6%; with 100% employer match about $145,550 at 4% or $97,033 at 6%.
201815$324,253$38,355$7,671iApproximate average salary by contribution assumption: employee only about $191,775 at 4% or $127,850 at 6%; with 50% employer match about $127,850 at 4% or $85,233 at 6%; with 100% employer match about $95,888 at 4% or $63,925 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-5$324,253$38,355$7,671iApproximate average salary by contribution assumption: employee only about $191,775 at 4% or $127,850 at 6%; with 50% employer match about $127,850 at 4% or $85,233 at 6%; with 100% employer match about $95,888 at 4% or $63,925 at 6%.
201715$364,129$49,109$9,822iApproximate average salary by contribution assumption: employee only about $245,545 at 4% or $163,697 at 6%; with 50% employer match about $163,697 at 4% or $109,131 at 6%; with 100% employer match about $122,772 at 4% or $81,848 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-5$364,129$49,109$9,822iApproximate average salary by contribution assumption: employee only about $245,545 at 4% or $163,697 at 6%; with 50% employer match about $163,697 at 4% or $109,131 at 6%; with 100% employer match about $122,772 at 4% or $81,848 at 6%.
201615$292,720$44,377$8,875iApproximate average salary by contribution assumption: employee only about $221,885 at 4% or $147,923 at 6%; with 50% employer match about $147,923 at 4% or $98,616 at 6%; with 100% employer match about $110,943 at 4% or $73,962 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-5$292,720$44,377$8,875iApproximate average salary by contribution assumption: employee only about $221,885 at 4% or $147,923 at 6%; with 50% employer match about $147,923 at 4% or $98,616 at 6%; with 100% employer match about $110,943 at 4% or $73,962 at 6%.
201514$216,195$23,419$5,855iApproximate average salary by contribution assumption: employee only about $146,369 at 4% or $97,579 at 6%; with 50% employer match about $97,579 at 4% or $65,053 at 6%; with 100% employer match about $73,184 at 4% or $48,790 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-4$216,195$23,419$5,855iApproximate average salary by contribution assumption: employee only about $146,369 at 4% or $97,579 at 6%; with 50% employer match about $97,579 at 4% or $65,053 at 6%; with 100% employer match about $73,184 at 4% or $48,790 at 6%.
201413$197,359$22,826$7,609iApproximate average salary by contribution assumption: employee only about $190,217 at 4% or $126,811 at 6%; with 50% employer match about $126,811 at 4% or $84,541 at 6%; with 100% employer match about $95,108 at 4% or $63,406 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-3$197,359$22,826$7,609iApproximate average salary by contribution assumption: employee only about $190,217 at 4% or $126,811 at 6%; with 50% employer match about $126,811 at 4% or $84,541 at 6%; with 100% employer match about $95,108 at 4% or $63,406 at 6%.
201314$257,578$51,148$12,787iApproximate average salary by contribution assumption: employee only about $319,675 at 4% or $213,117 at 6%; with 50% employer match about $213,117 at 4% or $142,078 at 6%; with 100% employer match about $159,838 at 4% or $106,558 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-4$257,578$51,148$12,787iApproximate average salary by contribution assumption: employee only about $319,675 at 4% or $213,117 at 6%; with 50% employer match about $213,117 at 4% or $142,078 at 6%; with 100% employer match about $159,838 at 4% or $106,558 at 6%.
201214$186,242$26,841$6,710iApproximate average salary by contribution assumption: employee only about $167,756 at 4% or $111,838 at 6%; with 50% employer match about $111,838 at 4% or $74,558 at 6%; with 100% employer match about $83,878 at 4% or $55,919 at 6%.
Cumbie Advisory Services Inc. 401(K) Plan-4$186,242$26,841$6,710iApproximate average salary by contribution assumption: employee only about $167,756 at 4% or $111,838 at 6%; with 50% employer match about $111,838 at 4% or $74,558 at 6%; with 100% employer match about $83,878 at 4% or $55,919 at 6%.