Cassel & Company Inc.
Plan context: Cassel & Company Inc. 401(K) Plan
EIN 81-1280886 • 8 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$313,039
2023 Contributions
$113,446
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 | 1 | 0 | $0 | $0 | - |
| Cassel & Company Inc. 401(K) Plan | - | 0 | - | - | - |
| 2022 | 1 | 1 | $313,039 | $0 | - |
| Cassel & Company Inc. 401(K) Plan | - | 1 | $313,039 | - | - |
| 2021 | 1 | 1 | $356,857 | $0 | - |
| Cassel & Company Inc. 401(K) Plan | - | 1 | $356,857 | - | - |
| 2020 | 1 | 1 | $338,652 | $0 | - |
| Cassel & Company Inc. 401(K) Plan | - | 1 | $338,652 | - | - |
| 2019 | 1 | 1 | $335,496 | $0 | - |
| Cassel & Company Inc. 401(K) Plan | - | 1 | $335,496 | - | - |
| 2018 | 1 | 1 | $326,010 | $0 | - |
| Cassel & Company Inc. 401(K) Plan | - | 1 | $326,010 | - | - |
| 2017 | 1 | 1 | $342,620 | $113,446 | $113,446iApproximate average salary by contribution assumption: employee only about $2,836,150 at 4% or $1,890,767 at 6%; with 50% employer match about $1,890,767 at 4% or $1,260,511 at 6%; with 100% employer match about $1,418,075 at 4% or $945,383 at 6%. |
| Cassel & Company Inc. 401(K) Plan | - | 1 | $342,620 | $113,446 | $113,446iApproximate average salary by contribution assumption: employee only about $2,836,150 at 4% or $1,890,767 at 6%; with 50% employer match about $1,890,767 at 4% or $1,260,511 at 6%; with 100% employer match about $1,418,075 at 4% or $945,383 at 6%. |
| 2016 | 1 | 1 | $242,800 | $263,549 | $263,549iApproximate average salary by contribution assumption: employee only about $6,588,725 at 4% or $4,392,483 at 6%; with 50% employer match about $4,392,483 at 4% or $2,928,322 at 6%; with 100% employer match about $3,294,363 at 4% or $2,196,242 at 6%. |
| Cassel & Company Inc. 401(K) Plan | - | 1 | $242,800 | $263,549 | $263,549iApproximate average salary by contribution assumption: employee only about $6,588,725 at 4% or $4,392,483 at 6%; with 50% employer match about $4,392,483 at 4% or $2,928,322 at 6%; with 100% employer match about $3,294,363 at 4% or $2,196,242 at 6%. |