Civic Intelligence

Cambridge Street Asset Management LLC

Plan context: Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust

EIN 80-0851599 • Rochester, NY • 10 filings • 4 plans

600 East Avenue Suite 200Rochester, NY 14607
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$3,282,228

2024 Contributions

$296,247

Historical Graphs

Total Assets Over Time

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

$3,282,228$1,641,114$0201520202024YearValue
$3,282,228Latest year 2024

Participants Over Time

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

22110201520202024YearValue
22Latest 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
2024122$3,282,228$296,247$13,466iApproximate average salary by contribution assumption: employee only about $336,644 at 4% or $224,430 at 6%; with 50% employer match about $224,430 at 4% or $149,620 at 6%; with 100% employer match about $168,322 at 4% or $112,215 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-22$3,282,228$296,247$13,466iApproximate average salary by contribution assumption: employee only about $336,644 at 4% or $224,430 at 6%; with 50% employer match about $224,430 at 4% or $149,620 at 6%; with 100% employer match about $168,322 at 4% or $112,215 at 6%.
2023122$2,452,934$422,495$19,204iApproximate average salary by contribution assumption: employee only about $480,108 at 4% or $320,072 at 6%; with 50% employer match about $320,072 at 4% or $213,381 at 6%; with 100% employer match about $240,054 at 4% or $160,036 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-22$2,452,934$422,495$19,204iApproximate average salary by contribution assumption: employee only about $480,108 at 4% or $320,072 at 6%; with 50% employer match about $320,072 at 4% or $213,381 at 6%; with 100% employer match about $240,054 at 4% or $160,036 at 6%.
2022122$1,686,046$434,536$19,752iApproximate average salary by contribution assumption: employee only about $493,791 at 4% or $329,194 at 6%; with 50% employer match about $329,194 at 4% or $219,463 at 6%; with 100% employer match about $246,895 at 4% or $164,597 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-22$1,686,046$434,536$19,752iApproximate average salary by contribution assumption: employee only about $493,791 at 4% or $329,194 at 6%; with 50% employer match about $329,194 at 4% or $219,463 at 6%; with 100% employer match about $246,895 at 4% or $164,597 at 6%.
2021116$1,556,066$288,794$18,050iApproximate average salary by contribution assumption: employee only about $451,241 at 4% or $300,827 at 6%; with 50% employer match about $300,827 at 4% or $200,551 at 6%; with 100% employer match about $225,620 at 4% or $150,414 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-16$1,556,066$288,794$18,050iApproximate average salary by contribution assumption: employee only about $451,241 at 4% or $300,827 at 6%; with 50% employer match about $300,827 at 4% or $200,551 at 6%; with 100% employer match about $225,620 at 4% or $150,414 at 6%.
2020112$1,071,891$203,709$16,976iApproximate average salary by contribution assumption: employee only about $424,394 at 4% or $282,929 at 6%; with 50% employer match about $282,929 at 4% or $188,619 at 6%; with 100% employer match about $212,197 at 4% or $141,465 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-12$1,071,891$203,709$16,976iApproximate average salary by contribution assumption: employee only about $424,394 at 4% or $282,929 at 6%; with 50% employer match about $282,929 at 4% or $188,619 at 6%; with 100% employer match about $212,197 at 4% or $141,465 at 6%.
2019113$739,269$212,186$16,322iApproximate average salary by contribution assumption: employee only about $408,050 at 4% or $272,033 at 6%; with 50% employer match about $272,033 at 4% or $181,356 at 6%; with 100% employer match about $204,025 at 4% or $136,017 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-13$739,269$212,186$16,322iApproximate average salary by contribution assumption: employee only about $408,050 at 4% or $272,033 at 6%; with 50% employer match about $272,033 at 4% or $181,356 at 6%; with 100% employer match about $204,025 at 4% or $136,017 at 6%.
2018112$402,327$168,195$14,016iApproximate average salary by contribution assumption: employee only about $350,406 at 4% or $233,604 at 6%; with 50% employer match about $233,604 at 4% or $155,736 at 6%; with 100% employer match about $175,203 at 4% or $116,802 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-12$402,327$168,195$14,016iApproximate average salary by contribution assumption: employee only about $350,406 at 4% or $233,604 at 6%; with 50% employer match about $233,604 at 4% or $155,736 at 6%; with 100% employer match about $175,203 at 4% or $116,802 at 6%.
201717$267,531$108,183$15,455iApproximate average salary by contribution assumption: employee only about $386,368 at 4% or $257,579 at 6%; with 50% employer match about $257,579 at 4% or $171,719 at 6%; with 100% employer match about $193,184 at 4% or $128,789 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-7$267,531$108,183$15,455iApproximate average salary by contribution assumption: employee only about $386,368 at 4% or $257,579 at 6%; with 50% employer match about $257,579 at 4% or $171,719 at 6%; with 100% employer match about $193,184 at 4% or $128,789 at 6%.
201616$130,812$95,253$15,876iApproximate average salary by contribution assumption: employee only about $396,888 at 4% or $264,592 at 6%; with 50% employer match about $264,592 at 4% or $176,394 at 6%; with 100% employer match about $198,444 at 4% or $132,296 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-6$130,812$95,253$15,876iApproximate average salary by contribution assumption: employee only about $396,888 at 4% or $264,592 at 6%; with 50% employer match about $264,592 at 4% or $176,394 at 6%; with 100% employer match about $198,444 at 4% or $132,296 at 6%.
201514$30,028$30,355$7,589iApproximate average salary by contribution assumption: employee only about $189,719 at 4% or $126,479 at 6%; with 50% employer match about $126,479 at 4% or $84,319 at 6%; with 100% employer match about $94,859 at 4% or $63,240 at 6%.
Cambridge Street Asset Management 401(K) Profit Sharing Plan and Trust-4$30,028$30,355$7,589iApproximate average salary by contribution assumption: employee only about $189,719 at 4% or $126,479 at 6%; with 50% employer match about $126,479 at 4% or $84,319 at 6%; with 100% employer match about $94,859 at 4% or $63,240 at 6%.