Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$3,862,709
2023 Contributions
$681,331
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 0 | $0 | $0 | - |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| Cp3 LLC Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2022 | 2 | 4 | $3,862,709 | $681,331 | $170,333iApproximate average salary by contribution assumption: employee only about $4,258,319 at 4% or $2,838,879 at 6%; with 50% employer match about $2,838,879 at 4% or $1,892,586 at 6%; with 100% employer match about $2,129,159 at 4% or $1,419,440 at 6%. |
| Cp3 LLC Cash Balance Plan | - | 4 | $3,541,602 | $640,241 | $160,060iApproximate average salary by contribution assumption: employee only about $4,001,506 at 4% or $2,667,671 at 6%; with 50% employer match about $2,667,671 at 4% or $1,778,447 at 6%; with 100% employer match about $2,000,753 at 4% or $1,333,835 at 6%. |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $321,107 | $41,090 | $10,273iApproximate average salary by contribution assumption: employee only about $256,813 at 4% or $171,208 at 6%; with 50% employer match about $171,208 at 4% or $114,139 at 6%; with 100% employer match about $128,406 at 4% or $85,604 at 6%. |
| 2021 | 2 | 4 | $3,182,704 | $478,772 | $119,693iApproximate average salary by contribution assumption: employee only about $2,992,325 at 4% or $1,994,883 at 6%; with 50% employer match about $1,994,883 at 4% or $1,329,922 at 6%; with 100% employer match about $1,496,163 at 4% or $997,442 at 6%. |
| Cp3 LLC Cash Balance Plan | - | 4 | $2,905,384 | $432,548 | $108,137iApproximate average salary by contribution assumption: employee only about $2,703,425 at 4% or $1,802,283 at 6%; with 50% employer match about $1,802,283 at 4% or $1,201,522 at 6%; with 100% employer match about $1,351,713 at 4% or $901,142 at 6%. |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $277,320 | $46,224 | $11,556iApproximate average salary by contribution assumption: employee only about $288,900 at 4% or $192,600 at 6%; with 50% employer match about $192,600 at 4% or $128,400 at 6%; with 100% employer match about $144,450 at 4% or $96,300 at 6%. |
| 2020 | 2 | 5 | $2,694,995 | $509,295 | $101,859iApproximate average salary by contribution assumption: employee only about $2,546,475 at 4% or $1,697,650 at 6%; with 50% employer match about $1,697,650 at 4% or $1,131,767 at 6%; with 100% employer match about $1,273,238 at 4% or $848,825 at 6%. |
| Cp3 LLC Cash Balance Plan | - | 4 | $2,427,093 | $463,671 | $115,918iApproximate average salary by contribution assumption: employee only about $2,897,944 at 4% or $1,931,963 at 6%; with 50% employer match about $1,931,963 at 4% or $1,287,975 at 6%; with 100% employer match about $1,448,972 at 4% or $965,981 at 6%. |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $267,902 | $45,624 | $9,125iApproximate average salary by contribution assumption: employee only about $228,120 at 4% or $152,080 at 6%; with 50% employer match about $152,080 at 4% or $101,387 at 6%; with 100% employer match about $114,060 at 4% or $76,040 at 6%. |
| 2019 | 2 | 5 | $2,193,452 | $869,374 | $173,875iApproximate average salary by contribution assumption: employee only about $4,346,870 at 4% or $2,897,913 at 6%; with 50% employer match about $2,897,913 at 4% or $1,931,942 at 6%; with 100% employer match about $2,173,435 at 4% or $1,448,957 at 6%. |
| Cp3 LLC Cash Balance Plan | - | 4 | $1,974,708 | $828,050 | $207,013iApproximate average salary by contribution assumption: employee only about $5,175,313 at 4% or $3,450,208 at 6%; with 50% employer match about $3,450,208 at 4% or $2,300,139 at 6%; with 100% employer match about $2,587,656 at 4% or $1,725,104 at 6%. |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $218,744 | $41,324 | $8,265iApproximate average salary by contribution assumption: employee only about $206,620 at 4% or $137,747 at 6%; with 50% employer match about $137,747 at 4% or $91,831 at 6%; with 100% employer match about $103,310 at 4% or $68,873 at 6%. |
| 2018 | 2 | 4 | $1,341,325 | $408,853 | $102,213iApproximate average salary by contribution assumption: employee only about $2,555,331 at 4% or $1,703,554 at 6%; with 50% employer match about $1,703,554 at 4% or $1,135,703 at 6%; with 100% employer match about $1,277,666 at 4% or $851,777 at 6%. |
| Cp3 LLC Cash Balance Plan | - | 3 | $1,167,319 | $367,048 | $122,349iApproximate average salary by contribution assumption: employee only about $3,058,733 at 4% or $2,039,156 at 6%; with 50% employer match about $2,039,156 at 4% or $1,359,437 at 6%; with 100% employer match about $1,529,367 at 4% or $1,019,578 at 6%. |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $174,006 | $41,805 | $10,451iApproximate average salary by contribution assumption: employee only about $261,281 at 4% or $174,188 at 6%; with 50% employer match about $174,188 at 4% or $116,125 at 6%; with 100% employer match about $130,641 at 4% or $87,094 at 6%. |
| 2017 | 2 | 4 | $956,044 | $413,346 | $103,337iApproximate average salary by contribution assumption: employee only about $2,583,413 at 4% or $1,722,275 at 6%; with 50% employer match about $1,722,275 at 4% or $1,148,183 at 6%; with 100% employer match about $1,291,706 at 4% or $861,138 at 6%. |
| Cp3 LLC Cash Balance Plan | - | 4 | $826,113 | $367,048 | $91,762iApproximate average salary by contribution assumption: employee only about $2,294,050 at 4% or $1,529,367 at 6%; with 50% employer match about $1,529,367 at 4% or $1,019,578 at 6%; with 100% employer match about $1,147,025 at 4% or $764,683 at 6%. |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $129,931 | $46,298 | $11,575iApproximate average salary by contribution assumption: employee only about $289,363 at 4% or $192,908 at 6%; with 50% employer match about $192,908 at 4% or $128,606 at 6%; with 100% employer match about $144,681 at 4% or $96,454 at 6%. |
| 2016 | 2 | 4 | $570,083 | $407,257 | $101,814iApproximate average salary by contribution assumption: employee only about $2,545,356 at 4% or $1,696,904 at 6%; with 50% employer match about $1,696,904 at 4% or $1,131,269 at 6%; with 100% employer match about $1,272,678 at 4% or $848,452 at 6%. |
| Cp3 LLC Cash Balance Plan | - | 4 | $488,629 | $367,048 | $91,762iApproximate average salary by contribution assumption: employee only about $2,294,050 at 4% or $1,529,367 at 6%; with 50% employer match about $1,529,367 at 4% or $1,019,578 at 6%; with 100% employer match about $1,147,025 at 4% or $764,683 at 6%. |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $81,454 | $40,209 | $10,052iApproximate average salary by contribution assumption: employee only about $251,306 at 4% or $167,538 at 6%; with 50% employer match about $167,538 at 4% or $111,692 at 6%; with 100% employer match about $125,653 at 4% or $83,769 at 6%. |
| 2015 | 2 | 4 | $267,593 | $407,257 | $101,814iApproximate average salary by contribution assumption: employee only about $2,545,356 at 4% or $1,696,904 at 6%; with 50% employer match about $1,696,904 at 4% or $1,131,269 at 6%; with 100% employer match about $1,272,678 at 4% or $848,452 at 6%. |
| Cp3 LLC Cash Balance Plan | - | 3 | $227,288 | $367,048 | $122,349iApproximate average salary by contribution assumption: employee only about $3,058,733 at 4% or $2,039,156 at 6%; with 50% employer match about $2,039,156 at 4% or $1,359,437 at 6%; with 100% employer match about $1,529,367 at 4% or $1,019,578 at 6%. |
| CP3, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $40,305 | $40,209 | $10,052iApproximate average salary by contribution assumption: employee only about $251,306 at 4% or $167,538 at 6%; with 50% employer match about $167,538 at 4% or $111,692 at 6%; with 100% employer match about $125,653 at 4% or $83,769 at 6%. |