Civic Intelligence

Cascade Financial Management Inc.

Plan context: Cascade Financial Management Inc. 401(K) Profit Sharing Plan

EIN 84-1599435 • Denver, CO • 19 filings • 3 plans

950 17th StreetSuite 950Denver, CO 80202
Current Snapshot

Latest Year

2020

2020 Participants

19

2020 Assets

$1,570,344

2020 Contributions

$147,232

Historical Graphs

Total Assets Over Time

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

$1,570,344$785,172$0200220112019YearValue
$1,570,344Latest year 2019

Participants Over Time

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

20100200220112019YearValue
19Latest year 2019

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
202010$0$0-
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-0$0--
2019119$1,570,344$147,232$7,749iApproximate average salary by contribution assumption: employee only about $193,726 at 4% or $129,151 at 6%; with 50% employer match about $129,151 at 4% or $86,101 at 6%; with 100% employer match about $96,863 at 4% or $64,575 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-19$1,570,344$147,232$7,749iApproximate average salary by contribution assumption: employee only about $193,726 at 4% or $129,151 at 6%; with 50% employer match about $129,151 at 4% or $86,101 at 6%; with 100% employer match about $96,863 at 4% or $64,575 at 6%.
2018118$1,145,322$149,468$8,304iApproximate average salary by contribution assumption: employee only about $207,594 at 4% or $138,396 at 6%; with 50% employer match about $138,396 at 4% or $92,264 at 6%; with 100% employer match about $103,797 at 4% or $69,198 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-18$1,145,322$149,468$8,304iApproximate average salary by contribution assumption: employee only about $207,594 at 4% or $138,396 at 6%; with 50% employer match about $138,396 at 4% or $92,264 at 6%; with 100% employer match about $103,797 at 4% or $69,198 at 6%.
2017119$1,245,719$148,547$7,818iApproximate average salary by contribution assumption: employee only about $195,457 at 4% or $130,304 at 6%; with 50% employer match about $130,304 at 4% or $86,870 at 6%; with 100% employer match about $97,728 at 4% or $65,152 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-19$1,245,719$148,547$7,818iApproximate average salary by contribution assumption: employee only about $195,457 at 4% or $130,304 at 6%; with 50% employer match about $130,304 at 4% or $86,870 at 6%; with 100% employer match about $97,728 at 4% or $65,152 at 6%.
2016120$990,293$142,111$7,106iApproximate average salary by contribution assumption: employee only about $177,639 at 4% or $118,426 at 6%; with 50% employer match about $118,426 at 4% or $78,951 at 6%; with 100% employer match about $88,819 at 4% or $59,213 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-20$990,293$142,111$7,106iApproximate average salary by contribution assumption: employee only about $177,639 at 4% or $118,426 at 6%; with 50% employer match about $118,426 at 4% or $78,951 at 6%; with 100% employer match about $88,819 at 4% or $59,213 at 6%.
2015119$809,422$125,764$6,619iApproximate average salary by contribution assumption: employee only about $165,479 at 4% or $110,319 at 6%; with 50% employer match about $110,319 at 4% or $73,546 at 6%; with 100% employer match about $82,739 at 4% or $55,160 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-19$809,422$125,764$6,619iApproximate average salary by contribution assumption: employee only about $165,479 at 4% or $110,319 at 6%; with 50% employer match about $110,319 at 4% or $73,546 at 6%; with 100% employer match about $82,739 at 4% or $55,160 at 6%.
2014117$784,192$138,973$8,175iApproximate average salary by contribution assumption: employee only about $204,372 at 4% or $136,248 at 6%; with 50% employer match about $136,248 at 4% or $90,832 at 6%; with 100% employer match about $102,186 at 4% or $68,124 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-17$784,192$138,973$8,175iApproximate average salary by contribution assumption: employee only about $204,372 at 4% or $136,248 at 6%; with 50% employer match about $136,248 at 4% or $90,832 at 6%; with 100% employer match about $102,186 at 4% or $68,124 at 6%.
2013117$778,107$151,551$8,915iApproximate average salary by contribution assumption: employee only about $222,869 at 4% or $148,579 at 6%; with 50% employer match about $148,579 at 4% or $99,053 at 6%; with 100% employer match about $111,435 at 4% or $74,290 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-17$778,107$151,551$8,915iApproximate average salary by contribution assumption: employee only about $222,869 at 4% or $148,579 at 6%; with 50% employer match about $148,579 at 4% or $99,053 at 6%; with 100% employer match about $111,435 at 4% or $74,290 at 6%.
2012117$575,384$74,339$4,373iApproximate average salary by contribution assumption: employee only about $109,322 at 4% or $72,881 at 6%; with 50% employer match about $72,881 at 4% or $48,588 at 6%; with 100% employer match about $54,661 at 4% or $36,441 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-17$575,384$74,339$4,373iApproximate average salary by contribution assumption: employee only about $109,322 at 4% or $72,881 at 6%; with 50% employer match about $72,881 at 4% or $48,588 at 6%; with 100% employer match about $54,661 at 4% or $36,441 at 6%.
2011116$493,269$70,476$4,405iApproximate average salary by contribution assumption: employee only about $110,119 at 4% or $73,413 at 6%; with 50% employer match about $73,413 at 4% or $48,942 at 6%; with 100% employer match about $55,059 at 4% or $36,706 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-16$493,269$70,476$4,405iApproximate average salary by contribution assumption: employee only about $110,119 at 4% or $73,413 at 6%; with 50% employer match about $73,413 at 4% or $48,942 at 6%; with 100% employer match about $55,059 at 4% or $36,706 at 6%.
2010113$457,213$75,609$5,816iApproximate average salary by contribution assumption: employee only about $145,402 at 4% or $96,935 at 6%; with 50% employer match about $96,935 at 4% or $64,623 at 6%; with 100% employer match about $72,701 at 4% or $48,467 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-13$457,213$75,609$5,816iApproximate average salary by contribution assumption: employee only about $145,402 at 4% or $96,935 at 6%; with 50% employer match about $96,935 at 4% or $64,623 at 6%; with 100% employer match about $72,701 at 4% or $48,467 at 6%.
2009115$490,709$80,176$5,345iApproximate average salary by contribution assumption: employee only about $133,627 at 4% or $89,084 at 6%; with 50% employer match about $89,084 at 4% or $59,390 at 6%; with 100% employer match about $66,813 at 4% or $44,542 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-15$490,709$80,176$5,345iApproximate average salary by contribution assumption: employee only about $133,627 at 4% or $89,084 at 6%; with 50% employer match about $89,084 at 4% or $59,390 at 6%; with 100% employer match about $66,813 at 4% or $44,542 at 6%.
2008113$354,082$87,698$6,746iApproximate average salary by contribution assumption: employee only about $168,650 at 4% or $112,433 at 6%; with 50% employer match about $112,433 at 4% or $74,956 at 6%; with 100% employer match about $84,325 at 4% or $56,217 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-13$354,082$87,698$6,746iApproximate average salary by contribution assumption: employee only about $168,650 at 4% or $112,433 at 6%; with 50% employer match about $112,433 at 4% or $74,956 at 6%; with 100% employer match about $84,325 at 4% or $56,217 at 6%.
2007110$475,668$98,007$9,801iApproximate average salary by contribution assumption: employee only about $245,018 at 4% or $163,345 at 6%; with 50% employer match about $163,345 at 4% or $108,897 at 6%; with 100% employer match about $122,509 at 4% or $81,673 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-10$475,668$98,007$9,801iApproximate average salary by contribution assumption: employee only about $245,018 at 4% or $163,345 at 6%; with 50% employer match about $163,345 at 4% or $108,897 at 6%; with 100% employer match about $122,509 at 4% or $81,673 at 6%.
200618$382,800$82,687$10,336iApproximate average salary by contribution assumption: employee only about $258,397 at 4% or $172,265 at 6%; with 50% employer match about $172,265 at 4% or $114,843 at 6%; with 100% employer match about $129,198 at 4% or $86,132 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-8$382,800$82,687$10,336iApproximate average salary by contribution assumption: employee only about $258,397 at 4% or $172,265 at 6%; with 50% employer match about $172,265 at 4% or $114,843 at 6%; with 100% employer match about $129,198 at 4% or $86,132 at 6%.
2005110$281,320$75,267$7,527iApproximate average salary by contribution assumption: employee only about $188,168 at 4% or $125,445 at 6%; with 50% employer match about $125,445 at 4% or $83,630 at 6%; with 100% employer match about $94,084 at 4% or $62,723 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-10$281,320$75,267$7,527iApproximate average salary by contribution assumption: employee only about $188,168 at 4% or $125,445 at 6%; with 50% employer match about $125,445 at 4% or $83,630 at 6%; with 100% employer match about $94,084 at 4% or $62,723 at 6%.
2004110$223,820$88,021$8,802iApproximate average salary by contribution assumption: employee only about $220,053 at 4% or $146,702 at 6%; with 50% employer match about $146,702 at 4% or $97,801 at 6%; with 100% employer match about $110,026 at 4% or $73,351 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-10$223,820$88,021$8,802iApproximate average salary by contribution assumption: employee only about $220,053 at 4% or $146,702 at 6%; with 50% employer match about $146,702 at 4% or $97,801 at 6%; with 100% employer match about $110,026 at 4% or $73,351 at 6%.
2003114$167,994$63,857$4,561iApproximate average salary by contribution assumption: employee only about $114,030 at 4% or $76,020 at 6%; with 50% employer match about $76,020 at 4% or $50,680 at 6%; with 100% employer match about $57,015 at 4% or $38,010 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-14$167,994$63,857$4,561iApproximate average salary by contribution assumption: employee only about $114,030 at 4% or $76,020 at 6%; with 50% employer match about $76,020 at 4% or $50,680 at 6%; with 100% employer match about $57,015 at 4% or $38,010 at 6%.
2002114$77,118$78,409$5,601iApproximate average salary by contribution assumption: employee only about $140,016 at 4% or $93,344 at 6%; with 50% employer match about $93,344 at 4% or $62,229 at 6%; with 100% employer match about $70,008 at 4% or $46,672 at 6%.
Cascade Financial Management Inc. 401(K) Profit Sharing Plan-14$77,118$78,409$5,601iApproximate average salary by contribution assumption: employee only about $140,016 at 4% or $93,344 at 6%; with 50% employer match about $93,344 at 4% or $62,229 at 6%; with 100% employer match about $70,008 at 4% or $46,672 at 6%.