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Cfp Board of Standards

Plan context: Certified Financial Planner Board of Standards 401K Plan

EIN 74-2385850 • Washington, DC • 30 filings • 4 plans

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1425 K St NW Ste 800Washington, DC 20005-3673
Current Snapshot

Latest Year

2024

2024 Participants

133

2024 Assets

$21,043,582

2024 Contributions

$4,456,376

Historical Graphs

Total Assets Over Time

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

$21,043,582$10,521,791$0199920132024YearValue
$21,043,582Latest year 2024

Participants Over Time

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

133670199920122024YearValue
133Latest 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
20242133$21,043,582$4,456,376$33,507iApproximate average salary by contribution assumption: employee only about $837,665 at 4% or $558,443 at 6%; with 50% employer match about $558,443 at 4% or $372,295 at 6%; with 100% employer match about $418,832 at 4% or $279,222 at 6%.
Certified Financial Planner Board of Standards 401K Plan-133$21,043,582$4,456,376$33,507iApproximate average salary by contribution assumption: employee only about $837,665 at 4% or $558,443 at 6%; with 50% employer match about $558,443 at 4% or $372,295 at 6%; with 100% employer match about $418,832 at 4% or $279,222 at 6%.
Certified Financial Planner Board of Standards Inc. Employee Welfare Benefits Plan-123---
20231107$17,738,360$2,157,685$20,165iApproximate average salary by contribution assumption: employee only about $504,132 at 4% or $336,088 at 6%; with 50% employer match about $336,088 at 4% or $224,059 at 6%; with 100% employer match about $252,066 at 4% or $168,044 at 6%.
Certified Financial Planner Board of Standards 401K Plan-107$17,738,360$2,157,685$20,165iApproximate average salary by contribution assumption: employee only about $504,132 at 4% or $336,088 at 6%; with 50% employer match about $336,088 at 4% or $224,059 at 6%; with 100% employer match about $252,066 at 4% or $168,044 at 6%.
2022192$14,403,181$1,948,191$21,176iApproximate average salary by contribution assumption: employee only about $529,400 at 4% or $352,933 at 6%; with 50% employer match about $352,933 at 4% or $235,289 at 6%; with 100% employer match about $264,700 at 4% or $176,467 at 6%.
Certified Financial Planner Board of Standards 401K Plan-92$14,403,181$1,948,191$21,176iApproximate average salary by contribution assumption: employee only about $529,400 at 4% or $352,933 at 6%; with 50% employer match about $352,933 at 4% or $235,289 at 6%; with 100% employer match about $264,700 at 4% or $176,467 at 6%.
2021177$17,299,833$2,637,493$34,253iApproximate average salary by contribution assumption: employee only about $856,329 at 4% or $570,886 at 6%; with 50% employer match about $570,886 at 4% or $380,591 at 6%; with 100% employer match about $428,164 at 4% or $285,443 at 6%.
Certified Financial Planner Board of Standards 401K Plan-77$17,299,833$2,637,493$34,253iApproximate average salary by contribution assumption: employee only about $856,329 at 4% or $570,886 at 6%; with 50% employer match about $570,886 at 4% or $380,591 at 6%; with 100% employer match about $428,164 at 4% or $285,443 at 6%.
2020174$14,114,015$1,338,249$18,084iApproximate average salary by contribution assumption: employee only about $452,111 at 4% or $301,407 at 6%; with 50% employer match about $301,407 at 4% or $200,938 at 6%; with 100% employer match about $226,056 at 4% or $150,704 at 6%.
Certified Financial Planner Board of Standards 401K Plan-74$14,114,015$1,338,249$18,084iApproximate average salary by contribution assumption: employee only about $452,111 at 4% or $301,407 at 6%; with 50% employer match about $301,407 at 4% or $200,938 at 6%; with 100% employer match about $226,056 at 4% or $150,704 at 6%.
2019164$11,253,439$1,151,552$17,993iApproximate average salary by contribution assumption: employee only about $449,825 at 4% or $299,883 at 6%; with 50% employer match about $299,883 at 4% or $199,922 at 6%; with 100% employer match about $224,913 at 4% or $149,942 at 6%.
Certified Financial Planner Board of Standards 401K Plan-64$11,253,439$1,151,552$17,993iApproximate average salary by contribution assumption: employee only about $449,825 at 4% or $299,883 at 6%; with 50% employer match about $299,883 at 4% or $199,922 at 6%; with 100% employer match about $224,913 at 4% or $149,942 at 6%.
2018161$8,552,934$1,122,878$18,408iApproximate average salary by contribution assumption: employee only about $460,196 at 4% or $306,797 at 6%; with 50% employer match about $306,797 at 4% or $204,532 at 6%; with 100% employer match about $230,098 at 4% or $153,399 at 6%.
Certified Financial Planner Board of Standards 401K Plan-61$8,552,934$1,122,878$18,408iApproximate average salary by contribution assumption: employee only about $460,196 at 4% or $306,797 at 6%; with 50% employer match about $306,797 at 4% or $204,532 at 6%; with 100% employer match about $230,098 at 4% or $153,399 at 6%.
2017166$8,781,524$999,415$15,143iApproximate average salary by contribution assumption: employee only about $378,566 at 4% or $252,378 at 6%; with 50% employer match about $252,378 at 4% or $168,252 at 6%; with 100% employer match about $189,283 at 4% or $126,189 at 6%.
Certified Financial Planner Board of Standards 401K Plan-66$8,781,524$999,415$15,143iApproximate average salary by contribution assumption: employee only about $378,566 at 4% or $252,378 at 6%; with 50% employer match about $252,378 at 4% or $168,252 at 6%; with 100% employer match about $189,283 at 4% or $126,189 at 6%.
2016157$7,024,753$879,147$15,424iApproximate average salary by contribution assumption: employee only about $385,591 at 4% or $257,061 at 6%; with 50% employer match about $257,061 at 4% or $171,374 at 6%; with 100% employer match about $192,795 at 4% or $128,530 at 6%.
Certified Financial Planner Board of Standards 401K Plan-57$7,024,753$879,147$15,424iApproximate average salary by contribution assumption: employee only about $385,591 at 4% or $257,061 at 6%; with 50% employer match about $257,061 at 4% or $171,374 at 6%; with 100% employer match about $192,795 at 4% or $128,530 at 6%.
2015155$5,831,683$892,585$16,229iApproximate average salary by contribution assumption: employee only about $405,720 at 4% or $270,480 at 6%; with 50% employer match about $270,480 at 4% or $180,320 at 6%; with 100% employer match about $202,860 at 4% or $135,240 at 6%.
Certified Financial Planner Board of Standards 401K Plan-55$5,831,683$892,585$16,229iApproximate average salary by contribution assumption: employee only about $405,720 at 4% or $270,480 at 6%; with 50% employer match about $270,480 at 4% or $180,320 at 6%; with 100% employer match about $202,860 at 4% or $135,240 at 6%.
2014158$5,293,967$831,804$14,341iApproximate average salary by contribution assumption: employee only about $358,536 at 4% or $239,024 at 6%; with 50% employer match about $239,024 at 4% or $159,349 at 6%; with 100% employer match about $179,268 at 4% or $119,512 at 6%.
Certified Financial Planner Board of Standards 401K Plan-58$5,293,967$831,804$14,341iApproximate average salary by contribution assumption: employee only about $358,536 at 4% or $239,024 at 6%; with 50% employer match about $239,024 at 4% or $159,349 at 6%; with 100% employer match about $179,268 at 4% or $119,512 at 6%.
2013157$4,580,072$744,286$13,058iApproximate average salary by contribution assumption: employee only about $326,441 at 4% or $217,627 at 6%; with 50% employer match about $217,627 at 4% or $145,085 at 6%; with 100% employer match about $163,221 at 4% or $108,814 at 6%.
Certified Financial Planner Board of Standards 401K Plan-57$4,580,072$744,286$13,058iApproximate average salary by contribution assumption: employee only about $326,441 at 4% or $217,627 at 6%; with 50% employer match about $217,627 at 4% or $145,085 at 6%; with 100% employer match about $163,221 at 4% or $108,814 at 6%.
2012153$3,604,878$714,657$13,484iApproximate average salary by contribution assumption: employee only about $337,102 at 4% or $224,735 at 6%; with 50% employer match about $224,735 at 4% or $149,823 at 6%; with 100% employer match about $168,551 at 4% or $112,367 at 6%.
Certified Financial Planner Board of Standards 401K Plan-53$3,604,878$714,657$13,484iApproximate average salary by contribution assumption: employee only about $337,102 at 4% or $224,735 at 6%; with 50% employer match about $224,735 at 4% or $149,823 at 6%; with 100% employer match about $168,551 at 4% or $112,367 at 6%.
2011156$2,714,708$640,625$11,440iApproximate average salary by contribution assumption: employee only about $285,993 at 4% or $190,662 at 6%; with 50% employer match about $190,662 at 4% or $127,108 at 6%; with 100% employer match about $142,997 at 4% or $95,331 at 6%.
Certified Financial Planner Board of Standards 401K Plan-56$2,714,708$640,625$11,440iApproximate average salary by contribution assumption: employee only about $285,993 at 4% or $190,662 at 6%; with 50% employer match about $190,662 at 4% or $127,108 at 6%; with 100% employer match about $142,997 at 4% or $95,331 at 6%.
2010152$2,804,136$584,466$11,240iApproximate average salary by contribution assumption: employee only about $280,993 at 4% or $187,329 at 6%; with 50% employer match about $187,329 at 4% or $124,886 at 6%; with 100% employer match about $140,497 at 4% or $93,664 at 6%.
Certified Financial Planner Board of Standards 401K Plan-52$2,804,136$584,466$11,240iApproximate average salary by contribution assumption: employee only about $280,993 at 4% or $187,329 at 6%; with 50% employer match about $187,329 at 4% or $124,886 at 6%; with 100% employer match about $140,497 at 4% or $93,664 at 6%.
2009151$2,092,589$551,205$10,808iApproximate average salary by contribution assumption: employee only about $270,199 at 4% or $180,132 at 6%; with 50% employer match about $180,132 at 4% or $120,088 at 6%; with 100% employer match about $135,099 at 4% or $90,066 at 6%.
Certified Financial Planner Board of Standards 401K Plan-51$2,092,589$551,205$10,808iApproximate average salary by contribution assumption: employee only about $270,199 at 4% or $180,132 at 6%; with 50% employer match about $180,132 at 4% or $120,088 at 6%; with 100% employer match about $135,099 at 4% or $90,066 at 6%.
2008248$0$0-
Certified Financial Planner Board of Standards 401K Plan-48---
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. PENSION PLAN-0---
2007256$2,089,571$121,623$2,172iApproximate average salary by contribution assumption: employee only about $54,296 at 4% or $36,197 at 6%; with 50% employer match about $36,197 at 4% or $24,132 at 6%; with 100% employer match about $27,148 at 4% or $18,099 at 6%.
Certified Financial Planner Board of Standards 401K Plan-56$2,089,571$121,623$2,172iApproximate average salary by contribution assumption: employee only about $54,296 at 4% or $36,197 at 6%; with 50% employer match about $36,197 at 4% or $24,132 at 6%; with 100% employer match about $27,148 at 4% or $18,099 at 6%.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. PENSION PLAN-0---
2006235$2,770,192$438,662$12,533iApproximate average salary by contribution assumption: employee only about $313,330 at 4% or $208,887 at 6%; with 50% employer match about $208,887 at 4% or $139,258 at 6%; with 100% employer match about $156,665 at 4% or $104,443 at 6%.
Certified Financial Planner Board of Standards 401K Plan-35$2,485,727$178,278$5,094iApproximate average salary by contribution assumption: employee only about $127,341 at 4% or $84,894 at 6%; with 50% employer match about $84,894 at 4% or $56,596 at 6%; with 100% employer match about $63,671 at 4% or $42,447 at 6%.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. PENSION PLAN-21$284,465$260,384$12,399iApproximate average salary by contribution assumption: employee only about $309,981 at 4% or $206,654 at 6%; with 50% employer match about $206,654 at 4% or $137,769 at 6%; with 100% employer match about $154,990 at 4% or $103,327 at 6%.
2005128$2,712,817$475,916$16,997iApproximate average salary by contribution assumption: employee only about $424,925 at 4% or $283,283 at 6%; with 50% employer match about $283,283 at 4% or $188,856 at 6%; with 100% employer match about $212,463 at 4% or $141,642 at 6%.
Certified Financial Planner Board of Standards 401K Plan-28$2,712,817$475,916$16,997iApproximate average salary by contribution assumption: employee only about $424,925 at 4% or $283,283 at 6%; with 50% employer match about $283,283 at 4% or $188,856 at 6%; with 100% employer match about $212,463 at 4% or $141,642 at 6%.
2004150$2,912,317$574,461$11,489iApproximate average salary by contribution assumption: employee only about $287,231 at 4% or $191,487 at 6%; with 50% employer match about $191,487 at 4% or $127,658 at 6%; with 100% employer match about $143,615 at 4% or $95,744 at 6%.
Certified Financial Planner Board of Standards 401K Plan-50$2,912,317$574,461$11,489iApproximate average salary by contribution assumption: employee only about $287,231 at 4% or $191,487 at 6%; with 50% employer match about $191,487 at 4% or $127,658 at 6%; with 100% employer match about $143,615 at 4% or $95,744 at 6%.
2003176$2,212,529$501,372$6,597iApproximate average salary by contribution assumption: employee only about $164,925 at 4% or $109,950 at 6%; with 50% employer match about $109,950 at 4% or $73,300 at 6%; with 100% employer match about $82,463 at 4% or $54,975 at 6%.
Certified Financial Planner Board of Standards 401K Plan-76$2,212,529$501,372$6,597iApproximate average salary by contribution assumption: employee only about $164,925 at 4% or $109,950 at 6%; with 50% employer match about $109,950 at 4% or $73,300 at 6%; with 100% employer match about $82,463 at 4% or $54,975 at 6%.
2002169$0$0-
Certified Financial Planner Board of Standards 401K Plan-69---
2001163$1,864,025$427,569$6,787iApproximate average salary by contribution assumption: employee only about $169,670 at 4% or $113,113 at 6%; with 50% employer match about $113,113 at 4% or $75,409 at 6%; with 100% employer match about $84,835 at 4% or $56,557 at 6%.
Certified Financial Planner Board of Standards 401K Plan-63$1,864,025$427,569$6,787iApproximate average salary by contribution assumption: employee only about $169,670 at 4% or $113,113 at 6%; with 50% employer match about $113,113 at 4% or $75,409 at 6%; with 100% employer match about $84,835 at 4% or $56,557 at 6%.
2000164$1,878,934$395,504$6,180iApproximate average salary by contribution assumption: employee only about $154,494 at 4% or $102,996 at 6%; with 50% employer match about $102,996 at 4% or $68,664 at 6%; with 100% employer match about $77,247 at 4% or $51,498 at 6%.
Certified Financial Planner Board of Standards 401K Plan-64$1,878,934$395,504$6,180iApproximate average salary by contribution assumption: employee only about $154,494 at 4% or $102,996 at 6%; with 50% employer match about $102,996 at 4% or $68,664 at 6%; with 100% employer match about $77,247 at 4% or $51,498 at 6%.
1999158$2,096,618$416,731$7,185iApproximate average salary by contribution assumption: employee only about $179,625 at 4% or $119,750 at 6%; with 50% employer match about $119,750 at 4% or $79,834 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%.
Certified Financial Planner Board of Standards 401K Plan-58$2,096,618$416,731$7,185iApproximate average salary by contribution assumption: employee only about $179,625 at 4% or $119,750 at 6%; with 50% employer match about $119,750 at 4% or $79,834 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%.