Civic Intelligence

Cedar Wealth Partners LLC

Plan context: Cedar Wealth Partners 401(K) Plan

EIN 84-1973450 • Zionsville, IN • 3 filings • 1 plans

1630 W. Oak St., Suite 201Zionsville, IN 46077
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$235,100

2025 Contributions

$69,205

Historical Graphs

Total Assets Over Time

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

$235,100$117,550$0202320242025YearValue
$235,100Latest year 2025

Participants Over Time

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

210202320242025YearValue
2Latest year 2025

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
202512$235,100$69,205$34,603iApproximate average salary by contribution assumption: employee only about $865,063 at 4% or $576,708 at 6%; with 50% employer match about $576,708 at 4% or $384,472 at 6%; with 100% employer match about $432,531 at 4% or $288,354 at 6%.
Cedar Wealth Partners 401(K) Plan-2$235,100$69,205$34,603iApproximate average salary by contribution assumption: employee only about $865,063 at 4% or $576,708 at 6%; with 50% employer match about $576,708 at 4% or $384,472 at 6%; with 100% employer match about $432,531 at 4% or $288,354 at 6%.
202412$136,229$61,140$30,570iApproximate average salary by contribution assumption: employee only about $764,250 at 4% or $509,500 at 6%; with 50% employer match about $509,500 at 4% or $339,667 at 6%; with 100% employer match about $382,125 at 4% or $254,750 at 6%.
Cedar Wealth Partners 401(K) Plan-2$136,229$61,140$30,570iApproximate average salary by contribution assumption: employee only about $764,250 at 4% or $509,500 at 6%; with 50% employer match about $509,500 at 4% or $339,667 at 6%; with 100% employer match about $382,125 at 4% or $254,750 at 6%.
202312$60,941$56,851$28,426iApproximate average salary by contribution assumption: employee only about $710,638 at 4% or $473,758 at 6%; with 50% employer match about $473,758 at 4% or $315,839 at 6%; with 100% employer match about $355,319 at 4% or $236,879 at 6%.
Cedar Wealth Partners 401(K) Plan-2$60,941$56,851$28,426iApproximate average salary by contribution assumption: employee only about $710,638 at 4% or $473,758 at 6%; with 50% employer match about $473,758 at 4% or $315,839 at 6%; with 100% employer match about $355,319 at 4% or $236,879 at 6%.