Civic Intelligence

CBR ADVISORY, LLC

Plan context: CBR ADVISORY 401(K) PLAN

EIN 84-2409225 • Atlanta, GA • 6 filings • 1 plans

1000 Parkwood CircleSuite 900Atlanta, GA 30339
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$216,303

2025 Contributions

$76,260

Historical Graphs

Total Assets Over Time

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

$216,303$108,152$0202020232025YearValue
$216,303Latest year 2025

Participants Over Time

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

1470202020232025YearValue
14Latest 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
2025114$216,303$76,260$5,447iApproximate average salary by contribution assumption: employee only about $136,179 at 4% or $90,786 at 6%; with 50% employer match about $90,786 at 4% or $60,524 at 6%; with 100% employer match about $68,089 at 4% or $45,393 at 6%.
CBR ADVISORY 401(K) PLAN-14$216,303$76,260$5,447iApproximate average salary by contribution assumption: employee only about $136,179 at 4% or $90,786 at 6%; with 50% employer match about $90,786 at 4% or $60,524 at 6%; with 100% employer match about $68,089 at 4% or $45,393 at 6%.
202419$152,702$24,101$2,678iApproximate average salary by contribution assumption: employee only about $66,947 at 4% or $44,631 at 6%; with 50% employer match about $44,631 at 4% or $29,754 at 6%; with 100% employer match about $33,474 at 4% or $22,316 at 6%.
CBR ADVISORY 401(K) PLAN-9$152,702$24,101$2,678iApproximate average salary by contribution assumption: employee only about $66,947 at 4% or $44,631 at 6%; with 50% employer match about $44,631 at 4% or $29,754 at 6%; with 100% employer match about $33,474 at 4% or $22,316 at 6%.
202316$113,678$27,124$4,521iApproximate average salary by contribution assumption: employee only about $113,017 at 4% or $75,344 at 6%; with 50% employer match about $75,344 at 4% or $50,230 at 6%; with 100% employer match about $56,508 at 4% or $37,672 at 6%.
CBR ADVISORY 401(K) PLAN-6$113,678$27,124$4,521iApproximate average salary by contribution assumption: employee only about $113,017 at 4% or $75,344 at 6%; with 50% employer match about $75,344 at 4% or $50,230 at 6%; with 100% employer match about $56,508 at 4% or $37,672 at 6%.
202216$71,942$67,676$11,279iApproximate average salary by contribution assumption: employee only about $281,983 at 4% or $187,989 at 6%; with 50% employer match about $187,989 at 4% or $125,326 at 6%; with 100% employer match about $140,992 at 4% or $93,994 at 6%.
CBR ADVISORY 401(K) PLAN-6$71,942$67,676$11,279iApproximate average salary by contribution assumption: employee only about $281,983 at 4% or $187,989 at 6%; with 50% employer match about $187,989 at 4% or $125,326 at 6%; with 100% employer match about $140,992 at 4% or $93,994 at 6%.
202113$9,643$7,148$2,383iApproximate average salary by contribution assumption: employee only about $59,567 at 4% or $39,711 at 6%; with 50% employer match about $39,711 at 4% or $26,474 at 6%; with 100% employer match about $29,783 at 4% or $19,856 at 6%.
CBR ADVISORY 401(K) PLAN-3$9,643$7,148$2,383iApproximate average salary by contribution assumption: employee only about $59,567 at 4% or $39,711 at 6%; with 50% employer match about $39,711 at 4% or $26,474 at 6%; with 100% employer match about $29,783 at 4% or $19,856 at 6%.
202011$1,784$1,655$1,655iApproximate average salary by contribution assumption: employee only about $41,375 at 4% or $27,583 at 6%; with 50% employer match about $27,583 at 4% or $18,389 at 6%; with 100% employer match about $20,688 at 4% or $13,792 at 6%.
CBR ADVISORY 401(K) PLAN-1$1,784$1,655$1,655iApproximate average salary by contribution assumption: employee only about $41,375 at 4% or $27,583 at 6%; with 50% employer match about $27,583 at 4% or $18,389 at 6%; with 100% employer match about $20,688 at 4% or $13,792 at 6%.