Civic Intelligence

Cypress Wealth Services LLC

Plan context: Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust

EIN 82-2079022 • Palm Desert, CA • 8 filings • 2 plans

74150 Country Club DrPalm Desert, CA 92260-1655
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$423,186

2024 Contributions

$51,620

Historical Graphs

Total Assets Over Time

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

$423,186$211,593$0201720212024YearValue
$423,186Latest year 2024

Participants Over Time

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

840201720212024YearValue
4Latest 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
202414$423,186$51,620$12,905iApproximate average salary by contribution assumption: employee only about $322,625 at 4% or $215,083 at 6%; with 50% employer match about $215,083 at 4% or $143,389 at 6%; with 100% employer match about $161,313 at 4% or $107,542 at 6%.
Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust-4$423,186$51,620$12,905iApproximate average salary by contribution assumption: employee only about $322,625 at 4% or $215,083 at 6%; with 50% employer match about $215,083 at 4% or $143,389 at 6%; with 100% employer match about $161,313 at 4% or $107,542 at 6%.
202315$311,082$47,978$9,596iApproximate average salary by contribution assumption: employee only about $239,890 at 4% or $159,927 at 6%; with 50% employer match about $159,927 at 4% or $106,618 at 6%; with 100% employer match about $119,945 at 4% or $79,963 at 6%.
Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust-5$311,082$47,978$9,596iApproximate average salary by contribution assumption: employee only about $239,890 at 4% or $159,927 at 6%; with 50% employer match about $159,927 at 4% or $106,618 at 6%; with 100% employer match about $119,945 at 4% or $79,963 at 6%.
202218$218,456$40,069$5,009iApproximate average salary by contribution assumption: employee only about $125,216 at 4% or $83,477 at 6%; with 50% employer match about $83,477 at 4% or $55,651 at 6%; with 100% employer match about $62,608 at 4% or $41,739 at 6%.
Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust-8$218,456$40,069$5,009iApproximate average salary by contribution assumption: employee only about $125,216 at 4% or $83,477 at 6%; with 50% employer match about $83,477 at 4% or $55,651 at 6%; with 100% employer match about $62,608 at 4% or $41,739 at 6%.
202117$218,572$38,020$5,431iApproximate average salary by contribution assumption: employee only about $135,786 at 4% or $90,524 at 6%; with 50% employer match about $90,524 at 4% or $60,349 at 6%; with 100% employer match about $67,893 at 4% or $45,262 at 6%.
Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust-7$218,572$38,020$5,431iApproximate average salary by contribution assumption: employee only about $135,786 at 4% or $90,524 at 6%; with 50% employer match about $90,524 at 4% or $60,349 at 6%; with 100% employer match about $67,893 at 4% or $45,262 at 6%.
202016$149,362$37,184$6,197iApproximate average salary by contribution assumption: employee only about $154,933 at 4% or $103,289 at 6%; with 50% employer match about $103,289 at 4% or $68,859 at 6%; with 100% employer match about $77,467 at 4% or $51,644 at 6%.
Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust-6$149,362$37,184$6,197iApproximate average salary by contribution assumption: employee only about $154,933 at 4% or $103,289 at 6%; with 50% employer match about $103,289 at 4% or $68,859 at 6%; with 100% employer match about $77,467 at 4% or $51,644 at 6%.
201916$94,364$45,411$7,569iApproximate average salary by contribution assumption: employee only about $189,213 at 4% or $126,142 at 6%; with 50% employer match about $126,142 at 4% or $84,094 at 6%; with 100% employer match about $94,606 at 4% or $63,071 at 6%.
Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust-6$94,364$45,411$7,569iApproximate average salary by contribution assumption: employee only about $189,213 at 4% or $126,142 at 6%; with 50% employer match about $126,142 at 4% or $84,094 at 6%; with 100% employer match about $94,606 at 4% or $63,071 at 6%.
201815$36,536$31,183$6,237iApproximate average salary by contribution assumption: employee only about $155,915 at 4% or $103,943 at 6%; with 50% employer match about $103,943 at 4% or $69,296 at 6%; with 100% employer match about $77,958 at 4% or $51,972 at 6%.
Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust-5$36,536$31,183$6,237iApproximate average salary by contribution assumption: employee only about $155,915 at 4% or $103,943 at 6%; with 50% employer match about $103,943 at 4% or $69,296 at 6%; with 100% employer match about $77,958 at 4% or $51,972 at 6%.
201714$9,252$9,030$2,258iApproximate average salary by contribution assumption: employee only about $56,438 at 4% or $37,625 at 6%; with 50% employer match about $37,625 at 4% or $25,083 at 6%; with 100% employer match about $28,219 at 4% or $18,813 at 6%.
Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust-4$9,252$9,030$2,258iApproximate average salary by contribution assumption: employee only about $56,438 at 4% or $37,625 at 6%; with 50% employer match about $37,625 at 4% or $25,083 at 6%; with 100% employer match about $28,219 at 4% or $18,813 at 6%.