Civic Intelligence

Cpadirect Marketing Inc.

Plan context: CPADIRECT MARKETING INC. 401(K) PLAN

EIN 75-3040597 • Wantagh, NY • 27 filings • 3 plans

2001 Grove StreetWantagh, NY 11793
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,054,791

2024 Contributions

$124,681

Historical Graphs

Total Assets Over Time

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

$1,941,910$970,955$0200820162024YearValue
$1,054,791Latest year 2024

Participants Over Time

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

630200720162024YearValue
6Latest 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
202416$1,054,791$124,681$20,780iApproximate average salary by contribution assumption: employee only about $519,504 at 4% or $346,336 at 6%; with 50% employer match about $346,336 at 4% or $230,891 at 6%; with 100% employer match about $259,752 at 4% or $173,168 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-6$1,054,791$124,681$20,780iApproximate average salary by contribution assumption: employee only about $519,504 at 4% or $346,336 at 6%; with 50% employer match about $346,336 at 4% or $230,891 at 6%; with 100% employer match about $259,752 at 4% or $173,168 at 6%.
202316$841,306$135,589$22,598iApproximate average salary by contribution assumption: employee only about $564,954 at 4% or $376,636 at 6%; with 50% employer match about $376,636 at 4% or $251,091 at 6%; with 100% employer match about $282,477 at 4% or $188,318 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-6$841,306$135,589$22,598iApproximate average salary by contribution assumption: employee only about $564,954 at 4% or $376,636 at 6%; with 50% employer match about $376,636 at 4% or $251,091 at 6%; with 100% employer match about $282,477 at 4% or $188,318 at 6%.
202226$648,132$426,698$71,116iApproximate average salary by contribution assumption: employee only about $1,777,908 at 4% or $1,185,272 at 6%; with 50% employer match about $1,185,272 at 4% or $790,181 at 6%; with 100% employer match about $888,954 at 4% or $592,636 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-6$648,132$426,698$71,116iApproximate average salary by contribution assumption: employee only about $1,777,908 at 4% or $1,185,272 at 6%; with 50% employer match about $1,185,272 at 4% or $790,181 at 6%; with 100% employer match about $888,954 at 4% or $592,636 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-0$0--
202126$1,941,910$247,282$41,214iApproximate average salary by contribution assumption: employee only about $1,030,342 at 4% or $686,894 at 6%; with 50% employer match about $686,894 at 4% or $457,930 at 6%; with 100% employer match about $515,171 at 4% or $343,447 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-4$1,190,002$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-6$751,908$147,282$24,547iApproximate average salary by contribution assumption: employee only about $613,675 at 4% or $409,117 at 6%; with 50% employer match about $409,117 at 4% or $272,744 at 6%; with 100% employer match about $306,838 at 4% or $204,558 at 6%.
202026$1,495,044$227,386$37,898iApproximate average salary by contribution assumption: employee only about $947,442 at 4% or $631,628 at 6%; with 50% employer match about $631,628 at 4% or $421,085 at 6%; with 100% employer match about $473,721 at 4% or $315,814 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-3$961,192$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-6$533,852$127,386$21,231iApproximate average salary by contribution assumption: employee only about $530,775 at 4% or $353,850 at 6%; with 50% employer match about $353,850 at 4% or $235,900 at 6%; with 100% employer match about $265,388 at 4% or $176,925 at 6%.
201925$1,150,594$222,004$44,401iApproximate average salary by contribution assumption: employee only about $1,110,020 at 4% or $740,013 at 6%; with 50% employer match about $740,013 at 4% or $493,342 at 6%; with 100% employer match about $555,010 at 4% or $370,007 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-3$789,305$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-5$361,289$122,004$24,401iApproximate average salary by contribution assumption: employee only about $610,020 at 4% or $406,680 at 6%; with 50% employer match about $406,680 at 4% or $271,120 at 6%; with 100% employer match about $305,010 at 4% or $203,340 at 6%.
201825$856,067$236,294$47,259iApproximate average salary by contribution assumption: employee only about $1,181,470 at 4% or $787,647 at 6%; with 50% employer match about $787,647 at 4% or $525,098 at 6%; with 100% employer match about $590,735 at 4% or $393,823 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-3$592,096$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-5$263,971$126,294$25,259iApproximate average salary by contribution assumption: employee only about $631,470 at 4% or $420,980 at 6%; with 50% employer match about $420,980 at 4% or $280,653 at 6%; with 100% employer match about $315,735 at 4% or $210,490 at 6%.
201725$990,144$191,848$38,370iApproximate average salary by contribution assumption: employee only about $959,240 at 4% or $639,493 at 6%; with 50% employer match about $639,493 at 4% or $426,329 at 6%; with 100% employer match about $479,620 at 4% or $319,747 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-3$515,222$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-5$474,922$66,848$13,370iApproximate average salary by contribution assumption: employee only about $334,240 at 4% or $222,827 at 6%; with 50% employer match about $222,827 at 4% or $148,551 at 6%; with 100% employer match about $167,120 at 4% or $111,413 at 6%.
201624$885,614$184,853$46,213iApproximate average salary by contribution assumption: employee only about $1,155,331 at 4% or $770,221 at 6%; with 50% employer match about $770,221 at 4% or $513,481 at 6%; with 100% employer match about $577,666 at 4% or $385,110 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-4$527,489$59,853$14,963iApproximate average salary by contribution assumption: employee only about $374,081 at 4% or $249,388 at 6%; with 50% employer match about $249,388 at 4% or $166,258 at 6%; with 100% employer match about $187,041 at 4% or $124,694 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-3$358,125$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201524$642,661$179,372$44,843iApproximate average salary by contribution assumption: employee only about $1,121,075 at 4% or $747,383 at 6%; with 50% employer match about $747,383 at 4% or $498,256 at 6%; with 100% employer match about $560,538 at 4% or $373,692 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-4$422,925$54,372$13,593iApproximate average salary by contribution assumption: employee only about $339,825 at 4% or $226,550 at 6%; with 50% employer match about $226,550 at 4% or $151,033 at 6%; with 100% employer match about $169,913 at 4% or $113,275 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-3$219,736$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201424$475,298$151,504$37,876iApproximate average salary by contribution assumption: employee only about $946,900 at 4% or $631,267 at 6%; with 50% employer match about $631,267 at 4% or $420,844 at 6%; with 100% employer match about $473,450 at 4% or $315,633 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-4$374,461$50,667$12,667iApproximate average salary by contribution assumption: employee only about $316,669 at 4% or $211,113 at 6%; with 50% employer match about $211,113 at 4% or $140,742 at 6%; with 100% employer match about $158,334 at 4% or $105,556 at 6%.
Cpadirect Marketing Inc. Cash Balance Plan-3$100,837$100,837$33,612iApproximate average salary by contribution assumption: employee only about $840,308 at 4% or $560,206 at 6%; with 50% employer match about $560,206 at 4% or $373,470 at 6%; with 100% employer match about $420,154 at 4% or $280,103 at 6%.
201312$292,579$59,200$29,600iApproximate average salary by contribution assumption: employee only about $740,000 at 4% or $493,333 at 6%; with 50% employer match about $493,333 at 4% or $328,889 at 6%; with 100% employer match about $370,000 at 4% or $246,667 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-2$292,579$59,200$29,600iApproximate average salary by contribution assumption: employee only about $740,000 at 4% or $493,333 at 6%; with 50% employer match about $493,333 at 4% or $328,889 at 6%; with 100% employer match about $370,000 at 4% or $246,667 at 6%.
201212$190,589$34,739$17,370iApproximate average salary by contribution assumption: employee only about $434,238 at 4% or $289,492 at 6%; with 50% employer match about $289,492 at 4% or $192,994 at 6%; with 100% employer match about $217,119 at 4% or $144,746 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-2$190,589$34,739$17,370iApproximate average salary by contribution assumption: employee only about $434,238 at 4% or $289,492 at 6%; with 50% employer match about $289,492 at 4% or $192,994 at 6%; with 100% employer match about $217,119 at 4% or $144,746 at 6%.
201112$139,268$33,494$16,747iApproximate average salary by contribution assumption: employee only about $418,675 at 4% or $279,117 at 6%; with 50% employer match about $279,117 at 4% or $186,078 at 6%; with 100% employer match about $209,338 at 4% or $139,558 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-2$139,268$33,494$16,747iApproximate average salary by contribution assumption: employee only about $418,675 at 4% or $279,117 at 6%; with 50% employer match about $279,117 at 4% or $186,078 at 6%; with 100% employer match about $209,338 at 4% or $139,558 at 6%.
201012$112,414$32,821$16,411iApproximate average salary by contribution assumption: employee only about $410,263 at 4% or $273,508 at 6%; with 50% employer match about $273,508 at 4% or $182,339 at 6%; with 100% employer match about $205,131 at 4% or $136,754 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-2$112,414$32,821$16,411iApproximate average salary by contribution assumption: employee only about $410,263 at 4% or $273,508 at 6%; with 50% employer match about $273,508 at 4% or $182,339 at 6%; with 100% employer match about $205,131 at 4% or $136,754 at 6%.
200912$78,905$31,634$15,817iApproximate average salary by contribution assumption: employee only about $395,425 at 4% or $263,617 at 6%; with 50% employer match about $263,617 at 4% or $175,744 at 6%; with 100% employer match about $197,713 at 4% or $131,808 at 6%.
CPADIRECT MARKETING INC. 401(K) PLAN-2$78,905$31,634$15,817iApproximate average salary by contribution assumption: employee only about $395,425 at 4% or $263,617 at 6%; with 50% employer match about $263,617 at 4% or $175,744 at 6%; with 100% employer match about $197,713 at 4% or $131,808 at 6%.
200812$47,990$27,390$13,695iApproximate average salary by contribution assumption: employee only about $342,375 at 4% or $228,250 at 6%; with 50% employer match about $228,250 at 4% or $152,167 at 6%; with 100% employer match about $171,188 at 4% or $114,125 at 6%.
CPADIRECT MARKETING INC. 401K PLAN-2$47,990$27,390$13,695iApproximate average salary by contribution assumption: employee only about $342,375 at 4% or $228,250 at 6%; with 50% employer match about $228,250 at 4% or $152,167 at 6%; with 100% employer match about $171,188 at 4% or $114,125 at 6%.
200712$0$0-
CPADIRECT MARKETING INC. 401K PLAN-2---