Civic Intelligence

Cosource Financial Investment & Adv Isory Group LLC

Plan context: Cfg 401 (K) & Psp

EIN 72-1509909 • Lafayette, LA • 19 filings • 2 plans

P. O. Box 51305Lafayette, LA 70505
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,941,355

2024 Contributions

$136,277

Historical Graphs

Total Assets Over Time

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

$1,941,355$970,678$0200620152024YearValue
$1,941,355Latest year 2024

Participants Over Time

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

950200620152024YearValue
9Latest 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
202419$1,941,355$136,277$15,142iApproximate average salary by contribution assumption: employee only about $378,547 at 4% or $252,365 at 6%; with 50% employer match about $252,365 at 4% or $168,243 at 6%; with 100% employer match about $189,274 at 4% or $126,182 at 6%.
Cfg 401 (K) & Psp-9$1,941,355$136,277$15,142iApproximate average salary by contribution assumption: employee only about $378,547 at 4% or $252,365 at 6%; with 50% employer match about $252,365 at 4% or $168,243 at 6%; with 100% employer match about $189,274 at 4% or $126,182 at 6%.
202318$1,568,138$137,349$17,169iApproximate average salary by contribution assumption: employee only about $429,216 at 4% or $286,144 at 6%; with 50% employer match about $286,144 at 4% or $190,763 at 6%; with 100% employer match about $214,608 at 4% or $143,072 at 6%.
Cfg 401 (K) & Psp-8$1,568,138$137,349$17,169iApproximate average salary by contribution assumption: employee only about $429,216 at 4% or $286,144 at 6%; with 50% employer match about $286,144 at 4% or $190,763 at 6%; with 100% employer match about $214,608 at 4% or $143,072 at 6%.
202218$1,293,951$214,048$26,756iApproximate average salary by contribution assumption: employee only about $668,900 at 4% or $445,933 at 6%; with 50% employer match about $445,933 at 4% or $297,289 at 6%; with 100% employer match about $334,450 at 4% or $222,967 at 6%.
Cfg 401 (K) & Psp-8$1,293,951$214,048$26,756iApproximate average salary by contribution assumption: employee only about $668,900 at 4% or $445,933 at 6%; with 50% employer match about $445,933 at 4% or $297,289 at 6%; with 100% employer match about $334,450 at 4% or $222,967 at 6%.
202117$1,251,968$116,467$16,638iApproximate average salary by contribution assumption: employee only about $415,954 at 4% or $277,302 at 6%; with 50% employer match about $277,302 at 4% or $184,868 at 6%; with 100% employer match about $207,977 at 4% or $138,651 at 6%.
Cfg 401 (K) & Psp-7$1,251,968$116,467$16,638iApproximate average salary by contribution assumption: employee only about $415,954 at 4% or $277,302 at 6%; with 50% employer match about $277,302 at 4% or $184,868 at 6%; with 100% employer match about $207,977 at 4% or $138,651 at 6%.
202017$1,044,537$111,367$15,910iApproximate average salary by contribution assumption: employee only about $397,739 at 4% or $265,160 at 6%; with 50% employer match about $265,160 at 4% or $176,773 at 6%; with 100% employer match about $198,870 at 4% or $132,580 at 6%.
Cfg 401 (K) & Psp-7$1,044,537$111,367$15,910iApproximate average salary by contribution assumption: employee only about $397,739 at 4% or $265,160 at 6%; with 50% employer match about $265,160 at 4% or $176,773 at 6%; with 100% employer match about $198,870 at 4% or $132,580 at 6%.
201916$864,163$84,890$14,148iApproximate average salary by contribution assumption: employee only about $353,708 at 4% or $235,806 at 6%; with 50% employer match about $235,806 at 4% or $157,204 at 6%; with 100% employer match about $176,854 at 4% or $117,903 at 6%.
Cfg 401 (K) & Psp-6$864,163$84,890$14,148iApproximate average salary by contribution assumption: employee only about $353,708 at 4% or $235,806 at 6%; with 50% employer match about $235,806 at 4% or $157,204 at 6%; with 100% employer match about $176,854 at 4% or $117,903 at 6%.
201816$626,193$82,891$13,815iApproximate average salary by contribution assumption: employee only about $345,379 at 4% or $230,253 at 6%; with 50% employer match about $230,253 at 4% or $153,502 at 6%; with 100% employer match about $172,690 at 4% or $115,126 at 6%.
Cfg 401 (K) & Psp-6$626,193$82,891$13,815iApproximate average salary by contribution assumption: employee only about $345,379 at 4% or $230,253 at 6%; with 50% employer match about $230,253 at 4% or $153,502 at 6%; with 100% employer match about $172,690 at 4% or $115,126 at 6%.
201717$614,477$75,786$10,827iApproximate average salary by contribution assumption: employee only about $270,664 at 4% or $180,443 at 6%; with 50% employer match about $180,443 at 4% or $120,295 at 6%; with 100% employer match about $135,332 at 4% or $90,221 at 6%.
Cfg 401 (K) & Psp-7$614,477$75,786$10,827iApproximate average salary by contribution assumption: employee only about $270,664 at 4% or $180,443 at 6%; with 50% employer match about $180,443 at 4% or $120,295 at 6%; with 100% employer match about $135,332 at 4% or $90,221 at 6%.
201616$467,519$22,366$3,728iApproximate average salary by contribution assumption: employee only about $93,192 at 4% or $62,128 at 6%; with 50% employer match about $62,128 at 4% or $41,419 at 6%; with 100% employer match about $46,596 at 4% or $31,064 at 6%.
Cfg 401 (K) & Psp-6$467,519$22,366$3,728iApproximate average salary by contribution assumption: employee only about $93,192 at 4% or $62,128 at 6%; with 50% employer match about $62,128 at 4% or $41,419 at 6%; with 100% employer match about $46,596 at 4% or $31,064 at 6%.
201517$421,926$76,880$10,983iApproximate average salary by contribution assumption: employee only about $274,571 at 4% or $183,048 at 6%; with 50% employer match about $183,048 at 4% or $122,032 at 6%; with 100% employer match about $137,286 at 4% or $91,524 at 6%.
Cfg 401 (K) & Psp-7$421,926$76,880$10,983iApproximate average salary by contribution assumption: employee only about $274,571 at 4% or $183,048 at 6%; with 50% employer match about $183,048 at 4% or $122,032 at 6%; with 100% employer match about $137,286 at 4% or $91,524 at 6%.
201417$365,941$53,347$7,621iApproximate average salary by contribution assumption: employee only about $190,525 at 4% or $127,017 at 6%; with 50% employer match about $127,017 at 4% or $84,678 at 6%; with 100% employer match about $95,263 at 4% or $63,508 at 6%.
Cfg 401 (K) & Psp-7$365,941$53,347$7,621iApproximate average salary by contribution assumption: employee only about $190,525 at 4% or $127,017 at 6%; with 50% employer match about $127,017 at 4% or $84,678 at 6%; with 100% employer match about $95,263 at 4% or $63,508 at 6%.
201315$307,548$7,181$1,436iApproximate average salary by contribution assumption: employee only about $35,905 at 4% or $23,937 at 6%; with 50% employer match about $23,937 at 4% or $15,958 at 6%; with 100% employer match about $17,953 at 4% or $11,968 at 6%.
Cfg 401 (K) & Psp-5$307,548$7,181$1,436iApproximate average salary by contribution assumption: employee only about $35,905 at 4% or $23,937 at 6%; with 50% employer match about $23,937 at 4% or $15,958 at 6%; with 100% employer match about $17,953 at 4% or $11,968 at 6%.
201215$241,079$13,358$2,672iApproximate average salary by contribution assumption: employee only about $66,790 at 4% or $44,527 at 6%; with 50% employer match about $44,527 at 4% or $29,684 at 6%; with 100% employer match about $33,395 at 4% or $22,263 at 6%.
Cfg 401 (K) & Psp-5$241,079$13,358$2,672iApproximate average salary by contribution assumption: employee only about $66,790 at 4% or $44,527 at 6%; with 50% employer match about $44,527 at 4% or $29,684 at 6%; with 100% employer match about $33,395 at 4% or $22,263 at 6%.
201116$213,961$44,037$7,340iApproximate average salary by contribution assumption: employee only about $183,488 at 4% or $122,325 at 6%; with 50% employer match about $122,325 at 4% or $81,550 at 6%; with 100% employer match about $91,744 at 4% or $61,163 at 6%.
Cfg 401 (K) & Psp-6$213,961$44,037$7,340iApproximate average salary by contribution assumption: employee only about $183,488 at 4% or $122,325 at 6%; with 50% employer match about $122,325 at 4% or $81,550 at 6%; with 100% employer match about $91,744 at 4% or $61,163 at 6%.
201016$185,388$53,699$8,950iApproximate average salary by contribution assumption: employee only about $223,746 at 4% or $149,164 at 6%; with 50% employer match about $149,164 at 4% or $99,443 at 6%; with 100% employer match about $111,873 at 4% or $74,582 at 6%.
Cfg 401 (K) & Psp-6$185,388$53,699$8,950iApproximate average salary by contribution assumption: employee only about $223,746 at 4% or $149,164 at 6%; with 50% employer match about $149,164 at 4% or $99,443 at 6%; with 100% employer match about $111,873 at 4% or $74,582 at 6%.
200916$110,710$12,140$2,023iApproximate average salary by contribution assumption: employee only about $50,583 at 4% or $33,722 at 6%; with 50% employer match about $33,722 at 4% or $22,481 at 6%; with 100% employer match about $25,292 at 4% or $16,861 at 6%.
Cfg 401 (K) & Psp-6$110,710$12,140$2,023iApproximate average salary by contribution assumption: employee only about $50,583 at 4% or $33,722 at 6%; with 50% employer match about $33,722 at 4% or $22,481 at 6%; with 100% employer match about $25,292 at 4% or $16,861 at 6%.
200815$80,997$35,644$7,129iApproximate average salary by contribution assumption: employee only about $178,220 at 4% or $118,813 at 6%; with 50% employer match about $118,813 at 4% or $79,209 at 6%; with 100% employer match about $89,110 at 4% or $59,407 at 6%.
Cfg 401 (K) & Psp-5$80,997$35,644$7,129iApproximate average salary by contribution assumption: employee only about $178,220 at 4% or $118,813 at 6%; with 50% employer match about $118,813 at 4% or $79,209 at 6%; with 100% employer match about $89,110 at 4% or $59,407 at 6%.
200715$88,635$30,147$6,029iApproximate average salary by contribution assumption: employee only about $150,735 at 4% or $100,490 at 6%; with 50% employer match about $100,490 at 4% or $66,993 at 6%; with 100% employer match about $75,368 at 4% or $50,245 at 6%.
Cfg 401 (K) & Psp-5$88,635$30,147$6,029iApproximate average salary by contribution assumption: employee only about $150,735 at 4% or $100,490 at 6%; with 50% employer match about $100,490 at 4% or $66,993 at 6%; with 100% employer match about $75,368 at 4% or $50,245 at 6%.
200614$51,380$50,474$12,619iApproximate average salary by contribution assumption: employee only about $315,463 at 4% or $210,308 at 6%; with 50% employer match about $210,308 at 4% or $140,206 at 6%; with 100% employer match about $157,731 at 4% or $105,154 at 6%.
Cfg 401 (K) & Psp-4$51,380$50,474$12,619iApproximate average salary by contribution assumption: employee only about $315,463 at 4% or $210,308 at 6%; with 50% employer match about $210,308 at 4% or $140,206 at 6%; with 100% employer match about $157,731 at 4% or $105,154 at 6%.