Civic Intelligence

Custom Financial Solutions Inc.

Plan context: Custom Financial Solutions Inc. Retirement Savings Plan

EIN 72-1433820 • Alexandria, LA • 12 filings • 5 plans

1201 3rd StreetSuite 100Alexandria, LA 71301
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$3,285,117

2024 Contributions

$154,191

Historical Graphs

Total Assets Over Time

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

$3,318,162$1,659,081$0200820132024YearValue
$3,285,117Latest year 2024

Participants Over Time

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

56280200820132024YearValue
35Latest 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
2024135$3,285,117$154,191$4,405iApproximate average salary by contribution assumption: employee only about $110,136 at 4% or $73,424 at 6%; with 50% employer match about $73,424 at 4% or $48,950 at 6%; with 100% employer match about $55,068 at 4% or $36,712 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-35$3,285,117$154,191$4,405iApproximate average salary by contribution assumption: employee only about $110,136 at 4% or $73,424 at 6%; with 50% employer match about $73,424 at 4% or $48,950 at 6%; with 100% employer match about $55,068 at 4% or $36,712 at 6%.
2023141$3,015,164$222,100$5,417iApproximate average salary by contribution assumption: employee only about $135,427 at 4% or $90,285 at 6%; with 50% employer match about $90,285 at 4% or $60,190 at 6%; with 100% employer match about $67,713 at 4% or $45,142 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-41$3,015,164$222,100$5,417iApproximate average salary by contribution assumption: employee only about $135,427 at 4% or $90,285 at 6%; with 50% employer match about $90,285 at 4% or $60,190 at 6%; with 100% employer match about $67,713 at 4% or $45,142 at 6%.
2022155$2,734,146$231,125$4,202iApproximate average salary by contribution assumption: employee only about $105,057 at 4% or $70,038 at 6%; with 50% employer match about $70,038 at 4% or $46,692 at 6%; with 100% employer match about $52,528 at 4% or $35,019 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-55$2,734,146$231,125$4,202iApproximate average salary by contribution assumption: employee only about $105,057 at 4% or $70,038 at 6%; with 50% employer match about $70,038 at 4% or $46,692 at 6%; with 100% employer match about $52,528 at 4% or $35,019 at 6%.
2021156$3,318,162$571,735$10,210iApproximate average salary by contribution assumption: employee only about $255,239 at 4% or $170,159 at 6%; with 50% employer match about $170,159 at 4% or $113,439 at 6%; with 100% employer match about $127,619 at 4% or $85,080 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-56$3,318,162$571,735$10,210iApproximate average salary by contribution assumption: employee only about $255,239 at 4% or $170,159 at 6%; with 50% employer match about $170,159 at 4% or $113,439 at 6%; with 100% employer match about $127,619 at 4% or $85,080 at 6%.
201510$0$0-
Custom Financial Solutions Inc. Retirement Savings Plan-0$0--
2014120$285,223$22,064$1,103iApproximate average salary by contribution assumption: employee only about $27,580 at 4% or $18,387 at 6%; with 50% employer match about $18,387 at 4% or $12,258 at 6%; with 100% employer match about $13,790 at 4% or $9,193 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-20$285,223$22,064$1,103iApproximate average salary by contribution assumption: employee only about $27,580 at 4% or $18,387 at 6%; with 50% employer match about $18,387 at 4% or $12,258 at 6%; with 100% employer match about $13,790 at 4% or $9,193 at 6%.
2013113$231,961$34,107$2,624iApproximate average salary by contribution assumption: employee only about $65,590 at 4% or $43,727 at 6%; with 50% employer match about $43,727 at 4% or $29,151 at 6%; with 100% employer match about $32,795 at 4% or $21,863 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-13$231,961$34,107$2,624iApproximate average salary by contribution assumption: employee only about $65,590 at 4% or $43,727 at 6%; with 50% employer match about $43,727 at 4% or $29,151 at 6%; with 100% employer match about $32,795 at 4% or $21,863 at 6%.
2012113$153,045$41,277$3,175iApproximate average salary by contribution assumption: employee only about $79,379 at 4% or $52,919 at 6%; with 50% employer match about $52,919 at 4% or $35,279 at 6%; with 100% employer match about $39,689 at 4% or $26,460 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-13$153,045$41,277$3,175iApproximate average salary by contribution assumption: employee only about $79,379 at 4% or $52,919 at 6%; with 50% employer match about $52,919 at 4% or $35,279 at 6%; with 100% employer match about $39,689 at 4% or $26,460 at 6%.
201117$129,997$40,615$5,802iApproximate average salary by contribution assumption: employee only about $145,054 at 4% or $96,702 at 6%; with 50% employer match about $96,702 at 4% or $64,468 at 6%; with 100% employer match about $72,527 at 4% or $48,351 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-7$129,997$40,615$5,802iApproximate average salary by contribution assumption: employee only about $145,054 at 4% or $96,702 at 6%; with 50% employer match about $96,702 at 4% or $64,468 at 6%; with 100% employer match about $72,527 at 4% or $48,351 at 6%.
201017$99,338$17,557$2,508iApproximate average salary by contribution assumption: employee only about $62,704 at 4% or $41,802 at 6%; with 50% employer match about $41,802 at 4% or $27,868 at 6%; with 100% employer match about $31,352 at 4% or $20,901 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-7$99,338$17,557$2,508iApproximate average salary by contribution assumption: employee only about $62,704 at 4% or $41,802 at 6%; with 50% employer match about $41,802 at 4% or $27,868 at 6%; with 100% employer match about $31,352 at 4% or $20,901 at 6%.
200917$71,001$23,302$3,329iApproximate average salary by contribution assumption: employee only about $83,221 at 4% or $55,481 at 6%; with 50% employer match about $55,481 at 4% or $36,987 at 6%; with 100% employer match about $41,611 at 4% or $27,740 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-7$71,001$23,302$3,329iApproximate average salary by contribution assumption: employee only about $83,221 at 4% or $55,481 at 6%; with 50% employer match about $55,481 at 4% or $36,987 at 6%; with 100% employer match about $41,611 at 4% or $27,740 at 6%.
2008112$48,204$16,912$1,409iApproximate average salary by contribution assumption: employee only about $35,233 at 4% or $23,489 at 6%; with 50% employer match about $23,489 at 4% or $15,659 at 6%; with 100% employer match about $17,617 at 4% or $11,744 at 6%.
Custom Financial Solutions Inc. Retirement Savings Plan-12$48,204$16,912$1,409iApproximate average salary by contribution assumption: employee only about $35,233 at 4% or $23,489 at 6%; with 50% employer match about $23,489 at 4% or $15,659 at 6%; with 100% employer match about $17,617 at 4% or $11,744 at 6%.