Cca Wealth Strategies Inc.
Plan context: Cca Wealth Strategies Inc. Retirement Plan
EIN 82-2002930 • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,500,042
2024 Contributions
$73,405
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 | 2 | $1,500,042 | $0 | - |
| Cca Wealth Strategies Inc. Retirement Plan | - | 2 | $1,500,042 | - | - |
| 2023 | 1 | 2 | $1,200,040 | $0 | - |
| Cca Wealth Strategies Inc. Retirement Plan | - | 2 | $1,200,040 | - | - |
| 2022 | 1 | 2 | $1,400,038 | $0 | - |
| Cca Wealth Strategies Inc. Retirement Plan | - | 2 | $1,400,038 | - | - |
| 2021 | 1 | 2 | $1,200,038 | $0 | - |
| Cca Wealth Strategies Inc. Retirement Plan | - | 2 | $1,200,038 | - | - |
| 2020 | 1 | 2 | $900,038 | $0 | - |
| Cca Wealth Strategies Inc. Retirement Plan | - | 2 | $900,038 | - | - |
| 2019 | 1 | 2 | $500,038 | $73,405 | $36,703iApproximate average salary by contribution assumption: employee only about $917,563 at 4% or $611,708 at 6%; with 50% employer match about $611,708 at 4% or $407,806 at 6%; with 100% employer match about $458,781 at 4% or $305,854 at 6%. |
| Cca Wealth Strategies Inc. Retirement Plan | - | 2 | $500,038 | $73,405 | $36,703iApproximate average salary by contribution assumption: employee only about $917,563 at 4% or $611,708 at 6%; with 50% employer match about $611,708 at 4% or $407,806 at 6%; with 100% employer match about $458,781 at 4% or $305,854 at 6%. |
| 2018 | 1 | 2 | $396,287 | $0 | - |
| Cca Wealth Strategies Inc. Retirement Plan | - | 2 | $396,287 | - | - |
| 2017 | 1 | 2 | $155,743 | $220,452 | $110,226iApproximate average salary by contribution assumption: employee only about $2,755,650 at 4% or $1,837,100 at 6%; with 50% employer match about $1,837,100 at 4% or $1,224,733 at 6%; with 100% employer match about $1,377,825 at 4% or $918,550 at 6%. |
| Cca Wealth Strategies Inc. Retirement Plan | - | 2 | $155,743 | $220,452 | $110,226iApproximate average salary by contribution assumption: employee only about $2,755,650 at 4% or $1,837,100 at 6%; with 50% employer match about $1,837,100 at 4% or $1,224,733 at 6%; with 100% employer match about $1,377,825 at 4% or $918,550 at 6%. |