Cfs Tax Software Inc.
Plan context: Cfs Tax Software Inc. 401(K) Profit Sharing Plan
EIN 77-0564162 • Simi Valley, CA • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
34
2024 Assets
$9,244,331
2024 Contributions
$423,330
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 34 | $9,244,331 | $423,330 | $12,451iApproximate average salary by contribution assumption: employee only about $311,272 at 4% or $207,515 at 6%; with 50% employer match about $207,515 at 4% or $138,343 at 6%; with 100% employer match about $155,636 at 4% or $103,757 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 34 | $9,244,331 | $423,330 | $12,451iApproximate average salary by contribution assumption: employee only about $311,272 at 4% or $207,515 at 6%; with 50% employer match about $207,515 at 4% or $138,343 at 6%; with 100% employer match about $155,636 at 4% or $103,757 at 6%. |
| 2023 | 1 | 34 | $7,984,637 | $376,577 | $11,076iApproximate average salary by contribution assumption: employee only about $276,895 at 4% or $184,597 at 6%; with 50% employer match about $184,597 at 4% or $123,064 at 6%; with 100% employer match about $138,447 at 4% or $92,298 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 34 | $7,984,637 | $376,577 | $11,076iApproximate average salary by contribution assumption: employee only about $276,895 at 4% or $184,597 at 6%; with 50% employer match about $184,597 at 4% or $123,064 at 6%; with 100% employer match about $138,447 at 4% or $92,298 at 6%. |
| 2022 | 1 | 37 | $6,920,463 | $333,169 | $9,005iApproximate average salary by contribution assumption: employee only about $225,114 at 4% or $150,076 at 6%; with 50% employer match about $150,076 at 4% or $100,051 at 6%; with 100% employer match about $112,557 at 4% or $75,038 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 37 | $6,920,463 | $333,169 | $9,005iApproximate average salary by contribution assumption: employee only about $225,114 at 4% or $150,076 at 6%; with 50% employer match about $150,076 at 4% or $100,051 at 6%; with 100% employer match about $112,557 at 4% or $75,038 at 6%. |
| 2021 | 1 | 39 | $7,541,124 | $340,461 | $8,730iApproximate average salary by contribution assumption: employee only about $218,244 at 4% or $145,496 at 6%; with 50% employer match about $145,496 at 4% or $96,997 at 6%; with 100% employer match about $109,122 at 4% or $72,748 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 39 | $7,541,124 | $340,461 | $8,730iApproximate average salary by contribution assumption: employee only about $218,244 at 4% or $145,496 at 6%; with 50% employer match about $145,496 at 4% or $96,997 at 6%; with 100% employer match about $109,122 at 4% or $72,748 at 6%. |
| 2020 | 1 | 38 | $6,685,822 | $346,843 | $9,127iApproximate average salary by contribution assumption: employee only about $228,186 at 4% or $152,124 at 6%; with 50% employer match about $152,124 at 4% or $101,416 at 6%; with 100% employer match about $114,093 at 4% or $76,062 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 38 | $6,685,822 | $346,843 | $9,127iApproximate average salary by contribution assumption: employee only about $228,186 at 4% or $152,124 at 6%; with 50% employer match about $152,124 at 4% or $101,416 at 6%; with 100% employer match about $114,093 at 4% or $76,062 at 6%. |
| 2019 | 1 | 35 | $6,634,897 | $313,112 | $8,946iApproximate average salary by contribution assumption: employee only about $223,651 at 4% or $149,101 at 6%; with 50% employer match about $149,101 at 4% or $99,401 at 6%; with 100% employer match about $111,826 at 4% or $74,550 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 35 | $6,634,897 | $313,112 | $8,946iApproximate average salary by contribution assumption: employee only about $223,651 at 4% or $149,101 at 6%; with 50% employer match about $149,101 at 4% or $99,401 at 6%; with 100% employer match about $111,826 at 4% or $74,550 at 6%. |
| 2018 | 1 | 41 | $6,027,882 | $322,386 | $7,863iApproximate average salary by contribution assumption: employee only about $196,577 at 4% or $131,051 at 6%; with 50% employer match about $131,051 at 4% or $87,367 at 6%; with 100% employer match about $98,288 at 4% or $65,526 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 41 | $6,027,882 | $322,386 | $7,863iApproximate average salary by contribution assumption: employee only about $196,577 at 4% or $131,051 at 6%; with 50% employer match about $131,051 at 4% or $87,367 at 6%; with 100% employer match about $98,288 at 4% or $65,526 at 6%. |
| 2017 | 1 | 37 | $5,921,801 | $355,032 | $9,595iApproximate average salary by contribution assumption: employee only about $239,886 at 4% or $159,924 at 6%; with 50% employer match about $159,924 at 4% or $106,616 at 6%; with 100% employer match about $119,943 at 4% or $79,962 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 37 | $5,921,801 | $355,032 | $9,595iApproximate average salary by contribution assumption: employee only about $239,886 at 4% or $159,924 at 6%; with 50% employer match about $159,924 at 4% or $106,616 at 6%; with 100% employer match about $119,943 at 4% or $79,962 at 6%. |
| 2016 | 1 | 34 | $5,085,926 | $342,635 | $10,078iApproximate average salary by contribution assumption: employee only about $251,938 at 4% or $167,958 at 6%; with 50% employer match about $167,958 at 4% or $111,972 at 6%; with 100% employer match about $125,969 at 4% or $83,979 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 34 | $5,085,926 | $342,635 | $10,078iApproximate average salary by contribution assumption: employee only about $251,938 at 4% or $167,958 at 6%; with 50% employer match about $167,958 at 4% or $111,972 at 6%; with 100% employer match about $125,969 at 4% or $83,979 at 6%. |
| 2015 | 1 | 34 | $4,568,901 | $333,672 | $9,814iApproximate average salary by contribution assumption: employee only about $245,347 at 4% or $163,565 at 6%; with 50% employer match about $163,565 at 4% or $109,043 at 6%; with 100% employer match about $122,674 at 4% or $81,782 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 34 | $4,568,901 | $333,672 | $9,814iApproximate average salary by contribution assumption: employee only about $245,347 at 4% or $163,565 at 6%; with 50% employer match about $163,565 at 4% or $109,043 at 6%; with 100% employer match about $122,674 at 4% or $81,782 at 6%. |
| 2014 | 1 | 33 | $4,241,711 | $313,035 | $9,486iApproximate average salary by contribution assumption: employee only about $237,148 at 4% or $158,098 at 6%; with 50% employer match about $158,098 at 4% or $105,399 at 6%; with 100% employer match about $118,574 at 4% or $79,049 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 33 | $4,241,711 | $313,035 | $9,486iApproximate average salary by contribution assumption: employee only about $237,148 at 4% or $158,098 at 6%; with 50% employer match about $158,098 at 4% or $105,399 at 6%; with 100% employer match about $118,574 at 4% or $79,049 at 6%. |
| 2013 | 1 | 35 | $3,831,661 | $317,458 | $9,070iApproximate average salary by contribution assumption: employee only about $226,756 at 4% or $151,170 at 6%; with 50% employer match about $151,170 at 4% or $100,780 at 6%; with 100% employer match about $113,378 at 4% or $75,585 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 35 | $3,831,661 | $317,458 | $9,070iApproximate average salary by contribution assumption: employee only about $226,756 at 4% or $151,170 at 6%; with 50% employer match about $151,170 at 4% or $100,780 at 6%; with 100% employer match about $113,378 at 4% or $75,585 at 6%. |
| 2012 | 1 | 34 | $3,206,710 | $309,723 | $9,110iApproximate average salary by contribution assumption: employee only about $227,738 at 4% or $151,825 at 6%; with 50% employer match about $151,825 at 4% or $101,217 at 6%; with 100% employer match about $113,869 at 4% or $75,913 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 34 | $3,206,710 | $309,723 | $9,110iApproximate average salary by contribution assumption: employee only about $227,738 at 4% or $151,825 at 6%; with 50% employer match about $151,825 at 4% or $101,217 at 6%; with 100% employer match about $113,869 at 4% or $75,913 at 6%. |
| 2011 | 1 | 29 | $2,679,791 | $289,322 | $9,977iApproximate average salary by contribution assumption: employee only about $249,416 at 4% or $166,277 at 6%; with 50% employer match about $166,277 at 4% or $110,851 at 6%; with 100% employer match about $124,708 at 4% or $83,139 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 29 | $2,679,791 | $289,322 | $9,977iApproximate average salary by contribution assumption: employee only about $249,416 at 4% or $166,277 at 6%; with 50% employer match about $166,277 at 4% or $110,851 at 6%; with 100% employer match about $124,708 at 4% or $83,139 at 6%. |
| 2010 | 1 | 26 | $2,413,642 | $282,498 | $10,865iApproximate average salary by contribution assumption: employee only about $271,633 at 4% or $181,088 at 6%; with 50% employer match about $181,088 at 4% or $120,726 at 6%; with 100% employer match about $135,816 at 4% or $90,544 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 26 | $2,413,642 | $282,498 | $10,865iApproximate average salary by contribution assumption: employee only about $271,633 at 4% or $181,088 at 6%; with 50% employer match about $181,088 at 4% or $120,726 at 6%; with 100% employer match about $135,816 at 4% or $90,544 at 6%. |
| 2009 | 1 | 25 | $2,048,528 | $261,660 | $10,466iApproximate average salary by contribution assumption: employee only about $261,660 at 4% or $174,440 at 6%; with 50% employer match about $174,440 at 4% or $116,293 at 6%; with 100% employer match about $130,830 at 4% or $87,220 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 25 | $2,048,528 | $261,660 | $10,466iApproximate average salary by contribution assumption: employee only about $261,660 at 4% or $174,440 at 6%; with 50% employer match about $174,440 at 4% or $116,293 at 6%; with 100% employer match about $130,830 at 4% or $87,220 at 6%. |
| 2008 | 1 | 29 | $1,570,122 | $208,638 | $7,194iApproximate average salary by contribution assumption: employee only about $179,860 at 4% or $119,907 at 6%; with 50% employer match about $119,907 at 4% or $79,938 at 6%; with 100% employer match about $89,930 at 4% or $59,953 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 29 | $1,570,122 | $208,638 | $7,194iApproximate average salary by contribution assumption: employee only about $179,860 at 4% or $119,907 at 6%; with 50% employer match about $119,907 at 4% or $79,938 at 6%; with 100% employer match about $89,930 at 4% or $59,953 at 6%. |
| 2007 | 1 | 23 | $0 | $0 | - |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 23 | - | - | - |
| 2006 | 1 | 25 | $1,898,100 | $146,289 | $5,852iApproximate average salary by contribution assumption: employee only about $146,289 at 4% or $97,526 at 6%; with 50% employer match about $97,526 at 4% or $65,017 at 6%; with 100% employer match about $73,145 at 4% or $48,763 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 25 | $1,898,100 | $146,289 | $5,852iApproximate average salary by contribution assumption: employee only about $146,289 at 4% or $97,526 at 6%; with 50% employer match about $97,526 at 4% or $65,017 at 6%; with 100% employer match about $73,145 at 4% or $48,763 at 6%. |
| 2005 | 1 | 28 | $1,647,119 | $151,781 | $5,421iApproximate average salary by contribution assumption: employee only about $135,519 at 4% or $90,346 at 6%; with 50% employer match about $90,346 at 4% or $60,231 at 6%; with 100% employer match about $67,759 at 4% or $45,173 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 28 | $1,647,119 | $151,781 | $5,421iApproximate average salary by contribution assumption: employee only about $135,519 at 4% or $90,346 at 6%; with 50% employer match about $90,346 at 4% or $60,231 at 6%; with 100% employer match about $67,759 at 4% or $45,173 at 6%. |
| 2004 | 1 | 29 | $1,380,200 | $152,301 | $5,252iApproximate average salary by contribution assumption: employee only about $131,294 at 4% or $87,529 at 6%; with 50% employer match about $87,529 at 4% or $58,353 at 6%; with 100% employer match about $65,647 at 4% or $43,765 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 29 | $1,380,200 | $152,301 | $5,252iApproximate average salary by contribution assumption: employee only about $131,294 at 4% or $87,529 at 6%; with 50% employer match about $87,529 at 4% or $58,353 at 6%; with 100% employer match about $65,647 at 4% or $43,765 at 6%. |
| 2003 | 1 | 26 | $1,065,033 | $148,231 | $5,701iApproximate average salary by contribution assumption: employee only about $142,530 at 4% or $95,020 at 6%; with 50% employer match about $95,020 at 4% or $63,347 at 6%; with 100% employer match about $71,265 at 4% or $47,510 at 6%. |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 26 | $1,065,033 | $148,231 | $5,701iApproximate average salary by contribution assumption: employee only about $142,530 at 4% or $95,020 at 6%; with 50% employer match about $95,020 at 4% or $63,347 at 6%; with 100% employer match about $71,265 at 4% or $47,510 at 6%. |
| 2002 | 1 | 25 | $0 | $0 | - |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 25 | - | - | - |
| 2001 | 1 | 24 | $0 | $0 | - |
| Cfs Tax Software Inc. 401(K) Profit Sharing Plan | - | 24 | - | - | - |