Civic Intelligence

Cass Holdings, L.L.C.

Plan context: CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

EIN 73-1511779 • Edmond, OK • 26 filings • 5 plans

2513 S. Kelly Avenue, Suite 100Edmond, OK 73013
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,270,326

2024 Contributions

$79,150

Historical Graphs

Total Assets Over Time

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

$2,114,610$1,057,305$0199920132024YearValue
$1,270,326Latest year 2024

Participants Over Time

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

87440199920122024YearValue
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$1,270,326$79,150$8,794iApproximate average salary by contribution assumption: employee only about $219,861 at 4% or $146,574 at 6%; with 50% employer match about $146,574 at 4% or $97,716 at 6%; with 100% employer match about $109,931 at 4% or $73,287 at 6%.
CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN-9$1,270,326$79,150$8,794iApproximate average salary by contribution assumption: employee only about $219,861 at 4% or $146,574 at 6%; with 50% employer match about $146,574 at 4% or $97,716 at 6%; with 100% employer match about $109,931 at 4% or $73,287 at 6%.
202319$1,104,956$55,829$6,203iApproximate average salary by contribution assumption: employee only about $155,081 at 4% or $103,387 at 6%; with 50% employer match about $103,387 at 4% or $68,925 at 6%; with 100% employer match about $77,540 at 4% or $51,694 at 6%.
CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN-9$1,104,956$55,829$6,203iApproximate average salary by contribution assumption: employee only about $155,081 at 4% or $103,387 at 6%; with 50% employer match about $103,387 at 4% or $68,925 at 6%; with 100% employer match about $77,540 at 4% or $51,694 at 6%.
202219$936,663$54,146$6,016iApproximate average salary by contribution assumption: employee only about $150,406 at 4% or $100,270 at 6%; with 50% employer match about $100,270 at 4% or $66,847 at 6%; with 100% employer match about $75,203 at 4% or $50,135 at 6%.
CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN-9$936,663$54,146$6,016iApproximate average salary by contribution assumption: employee only about $150,406 at 4% or $100,270 at 6%; with 50% employer match about $100,270 at 4% or $66,847 at 6%; with 100% employer match about $75,203 at 4% or $50,135 at 6%.
202119$1,098,115$216,038$24,004iApproximate average salary by contribution assumption: employee only about $600,106 at 4% or $400,070 at 6%; with 50% employer match about $400,070 at 4% or $266,714 at 6%; with 100% employer match about $300,053 at 4% or $200,035 at 6%.
CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN-9$1,098,115$216,038$24,004iApproximate average salary by contribution assumption: employee only about $600,106 at 4% or $400,070 at 6%; with 50% employer match about $400,070 at 4% or $266,714 at 6%; with 100% employer match about $300,053 at 4% or $200,035 at 6%.
202018$820,231$28,556$3,570iApproximate average salary by contribution assumption: employee only about $89,238 at 4% or $59,492 at 6%; with 50% employer match about $59,492 at 4% or $39,661 at 6%; with 100% employer match about $44,619 at 4% or $29,746 at 6%.
CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN-8$820,231$28,556$3,570iApproximate average salary by contribution assumption: employee only about $89,238 at 4% or $59,492 at 6%; with 50% employer match about $59,492 at 4% or $39,661 at 6%; with 100% employer match about $44,619 at 4% or $29,746 at 6%.
2019112$831,449$26,027$2,169iApproximate average salary by contribution assumption: employee only about $54,223 at 4% or $36,149 at 6%; with 50% employer match about $36,149 at 4% or $24,099 at 6%; with 100% employer match about $27,111 at 4% or $18,074 at 6%.
CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN-12$831,449$26,027$2,169iApproximate average salary by contribution assumption: employee only about $54,223 at 4% or $36,149 at 6%; with 50% employer match about $36,149 at 4% or $24,099 at 6%; with 100% employer match about $27,111 at 4% or $18,074 at 6%.
2018111$892,900$23,772$2,161iApproximate average salary by contribution assumption: employee only about $54,027 at 4% or $36,018 at 6%; with 50% employer match about $36,018 at 4% or $24,012 at 6%; with 100% employer match about $27,014 at 4% or $18,009 at 6%.
CASS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN-11$892,900$23,772$2,161iApproximate average salary by contribution assumption: employee only about $54,027 at 4% or $36,018 at 6%; with 50% employer match about $36,018 at 4% or $24,012 at 6%; with 100% employer match about $27,014 at 4% or $18,009 at 6%.
2017111$948,511$25,666$2,333iApproximate average salary by contribution assumption: employee only about $58,332 at 4% or $38,888 at 6%; with 50% employer match about $38,888 at 4% or $25,925 at 6%; with 100% employer match about $29,166 at 4% or $19,444 at 6%.
CASS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN-11$948,511$25,666$2,333iApproximate average salary by contribution assumption: employee only about $58,332 at 4% or $38,888 at 6%; with 50% employer match about $38,888 at 4% or $25,925 at 6%; with 100% employer match about $29,166 at 4% or $19,444 at 6%.
2016116$860,528$32,779$2,049iApproximate average salary by contribution assumption: employee only about $51,217 at 4% or $34,145 at 6%; with 50% employer match about $34,145 at 4% or $22,763 at 6%; with 100% employer match about $25,609 at 4% or $17,072 at 6%.
CASS INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN-16$860,528$32,779$2,049iApproximate average salary by contribution assumption: employee only about $51,217 at 4% or $34,145 at 6%; with 50% employer match about $34,145 at 4% or $22,763 at 6%; with 100% employer match about $25,609 at 4% or $17,072 at 6%.
2015112$810,135$64,817$5,401iApproximate average salary by contribution assumption: employee only about $135,035 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%.
CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN-12$810,135$64,817$5,401iApproximate average salary by contribution assumption: employee only about $135,035 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%.
2014113$791,879$65,570$5,044iApproximate average salary by contribution assumption: employee only about $126,096 at 4% or $84,064 at 6%; with 50% employer match about $84,064 at 4% or $56,043 at 6%; with 100% employer match about $63,048 at 4% or $42,032 at 6%.
CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN-13$791,879$65,570$5,044iApproximate average salary by contribution assumption: employee only about $126,096 at 4% or $84,064 at 6%; with 50% employer match about $84,064 at 4% or $56,043 at 6%; with 100% employer match about $63,048 at 4% or $42,032 at 6%.
2013115$1,034,462$65,923$4,395iApproximate average salary by contribution assumption: employee only about $109,872 at 4% or $73,248 at 6%; with 50% employer match about $73,248 at 4% or $48,832 at 6%; with 100% employer match about $54,936 at 4% or $36,624 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-15$1,034,462$65,923$4,395iApproximate average salary by contribution assumption: employee only about $109,872 at 4% or $73,248 at 6%; with 50% employer match about $73,248 at 4% or $48,832 at 6%; with 100% employer match about $54,936 at 4% or $36,624 at 6%.
2012114$795,272$65,038$4,646iApproximate average salary by contribution assumption: employee only about $116,139 at 4% or $77,426 at 6%; with 50% employer match about $77,426 at 4% or $51,617 at 6%; with 100% employer match about $58,070 at 4% or $38,713 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-14$795,272$65,038$4,646iApproximate average salary by contribution assumption: employee only about $116,139 at 4% or $77,426 at 6%; with 50% employer match about $77,426 at 4% or $51,617 at 6%; with 100% employer match about $58,070 at 4% or $38,713 at 6%.
2011115$649,030$37,002$2,467iApproximate average salary by contribution assumption: employee only about $61,670 at 4% or $41,113 at 6%; with 50% employer match about $41,113 at 4% or $27,409 at 6%; with 100% employer match about $30,835 at 4% or $20,557 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-15$649,030$37,002$2,467iApproximate average salary by contribution assumption: employee only about $61,670 at 4% or $41,113 at 6%; with 50% employer match about $41,113 at 4% or $27,409 at 6%; with 100% employer match about $30,835 at 4% or $20,557 at 6%.
2010167$2,114,610$115,010$1,717iApproximate average salary by contribution assumption: employee only about $42,914 at 4% or $28,609 at 6%; with 50% employer match about $28,609 at 4% or $19,073 at 6%; with 100% employer match about $21,457 at 4% or $14,305 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-67$2,114,610$115,010$1,717iApproximate average salary by contribution assumption: employee only about $42,914 at 4% or $28,609 at 6%; with 50% employer match about $28,609 at 4% or $19,073 at 6%; with 100% employer match about $21,457 at 4% or $14,305 at 6%.
2009175$1,853,352$117,918$1,572iApproximate average salary by contribution assumption: employee only about $39,306 at 4% or $26,204 at 6%; with 50% employer match about $26,204 at 4% or $17,469 at 6%; with 100% employer match about $19,653 at 4% or $13,102 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-75$1,853,352$117,918$1,572iApproximate average salary by contribution assumption: employee only about $39,306 at 4% or $26,204 at 6%; with 50% employer match about $26,204 at 4% or $17,469 at 6%; with 100% employer match about $19,653 at 4% or $13,102 at 6%.
2008187$1,416,780$133,876$1,539iApproximate average salary by contribution assumption: employee only about $38,470 at 4% or $25,647 at 6%; with 50% employer match about $25,647 at 4% or $17,098 at 6%; with 100% employer match about $19,235 at 4% or $12,823 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-87$1,416,780$133,876$1,539iApproximate average salary by contribution assumption: employee only about $38,470 at 4% or $25,647 at 6%; with 50% employer match about $25,647 at 4% or $17,098 at 6%; with 100% employer match about $19,235 at 4% or $12,823 at 6%.
2007184$0$0-
Cass Holdings, L.L.C. 401K Profit Sharing Plan-84---
2006179$1,674,115$124,588$1,577iApproximate average salary by contribution assumption: employee only about $39,427 at 4% or $26,284 at 6%; with 50% employer match about $26,284 at 4% or $17,523 at 6%; with 100% employer match about $19,713 at 4% or $13,142 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-79$1,674,115$124,588$1,577iApproximate average salary by contribution assumption: employee only about $39,427 at 4% or $26,284 at 6%; with 50% employer match about $26,284 at 4% or $17,523 at 6%; with 100% employer match about $19,713 at 4% or $13,142 at 6%.
2005175$1,505,685$126,399$1,685iApproximate average salary by contribution assumption: employee only about $42,133 at 4% or $28,089 at 6%; with 50% employer match about $28,089 at 4% or $18,726 at 6%; with 100% employer match about $21,067 at 4% or $14,044 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-75$1,505,685$126,399$1,685iApproximate average salary by contribution assumption: employee only about $42,133 at 4% or $28,089 at 6%; with 50% employer match about $28,089 at 4% or $18,726 at 6%; with 100% employer match about $21,067 at 4% or $14,044 at 6%.
2004170$1,655,314$112,029$1,600iApproximate average salary by contribution assumption: employee only about $40,010 at 4% or $26,674 at 6%; with 50% employer match about $26,674 at 4% or $17,782 at 6%; with 100% employer match about $20,005 at 4% or $13,337 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-70$1,655,314$112,029$1,600iApproximate average salary by contribution assumption: employee only about $40,010 at 4% or $26,674 at 6%; with 50% employer match about $26,674 at 4% or $17,782 at 6%; with 100% employer match about $20,005 at 4% or $13,337 at 6%.
2003175$1,554,681$122,941$1,639iApproximate average salary by contribution assumption: employee only about $40,980 at 4% or $27,320 at 6%; with 50% employer match about $27,320 at 4% or $18,213 at 6%; with 100% employer match about $20,490 at 4% or $13,660 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-75$1,554,681$122,941$1,639iApproximate average salary by contribution assumption: employee only about $40,980 at 4% or $27,320 at 6%; with 50% employer match about $27,320 at 4% or $18,213 at 6%; with 100% employer match about $20,490 at 4% or $13,660 at 6%.
2002173$1,348,774$314,862$4,313iApproximate average salary by contribution assumption: employee only about $107,829 at 4% or $71,886 at 6%; with 50% employer match about $71,886 at 4% or $47,924 at 6%; with 100% employer match about $53,915 at 4% or $35,943 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-73$1,348,774$314,862$4,313iApproximate average salary by contribution assumption: employee only about $107,829 at 4% or $71,886 at 6%; with 50% employer match about $71,886 at 4% or $47,924 at 6%; with 100% employer match about $53,915 at 4% or $35,943 at 6%.
2001182$0$0-
Cass Holdings, L.L.C. 401K Profit Sharing Plan-82---
2000163$0$0-
Cass Holdings, L.L.C. 401K Profit Sharing Plan-63---
1999127$398,913$62,980$2,333iApproximate average salary by contribution assumption: employee only about $58,315 at 4% or $38,877 at 6%; with 50% employer match about $38,877 at 4% or $25,918 at 6%; with 100% employer match about $29,157 at 4% or $19,438 at 6%.
Cass Holdings, L.L.C. 401K Profit Sharing Plan-27$398,913$62,980$2,333iApproximate average salary by contribution assumption: employee only about $58,315 at 4% or $38,877 at 6%; with 50% employer match about $38,877 at 4% or $25,918 at 6%; with 100% employer match about $29,157 at 4% or $19,438 at 6%.