CM Financial Advisors LLC
Plan context: CM Financial Advisors 401(K) Plan
EIN 84-2637881 • Sinking Spring, PA • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$467,953
2025 Contributions
$79,770
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $467,953 | $79,770 | $19,943iApproximate average salary by contribution assumption: employee only about $498,563 at 4% or $332,375 at 6%; with 50% employer match about $332,375 at 4% or $221,583 at 6%; with 100% employer match about $249,281 at 4% or $166,188 at 6%. |
| CM Financial Advisors 401(K) Plan | - | 4 | $467,953 | $79,770 | $19,943iApproximate average salary by contribution assumption: employee only about $498,563 at 4% or $332,375 at 6%; with 50% employer match about $332,375 at 4% or $221,583 at 6%; with 100% employer match about $249,281 at 4% or $166,188 at 6%. |
| 2024 | 1 | 4 | $341,484 | $78,437 | $19,609iApproximate average salary by contribution assumption: employee only about $490,231 at 4% or $326,821 at 6%; with 50% employer match about $326,821 at 4% or $217,881 at 6%; with 100% employer match about $245,116 at 4% or $163,410 at 6%. |
| CM Financial Advisors 401(K) Plan | - | 4 | $341,484 | $78,437 | $19,609iApproximate average salary by contribution assumption: employee only about $490,231 at 4% or $326,821 at 6%; with 50% employer match about $326,821 at 4% or $217,881 at 6%; with 100% employer match about $245,116 at 4% or $163,410 at 6%. |
| 2023 | 1 | 4 | $241,606 | $88,786 | $22,197iApproximate average salary by contribution assumption: employee only about $554,913 at 4% or $369,942 at 6%; with 50% employer match about $369,942 at 4% or $246,628 at 6%; with 100% employer match about $277,456 at 4% or $184,971 at 6%. |
| CM Financial Advisors 401(K) Plan | - | 4 | $241,606 | $88,786 | $22,197iApproximate average salary by contribution assumption: employee only about $554,913 at 4% or $369,942 at 6%; with 50% employer match about $369,942 at 4% or $246,628 at 6%; with 100% employer match about $277,456 at 4% or $184,971 at 6%. |
| 2022 | 1 | 4 | $131,295 | $63,986 | $15,997iApproximate average salary by contribution assumption: employee only about $399,913 at 4% or $266,608 at 6%; with 50% employer match about $266,608 at 4% or $177,739 at 6%; with 100% employer match about $199,956 at 4% or $133,304 at 6%. |
| CM Financial Advisors 401(K) Plan | - | 4 | $131,295 | $63,986 | $15,997iApproximate average salary by contribution assumption: employee only about $399,913 at 4% or $266,608 at 6%; with 50% employer match about $266,608 at 4% or $177,739 at 6%; with 100% employer match about $199,956 at 4% or $133,304 at 6%. |
| 2021 | 1 | 3 | $81,282 | $31,476 | $10,492iApproximate average salary by contribution assumption: employee only about $262,300 at 4% or $174,867 at 6%; with 50% employer match about $174,867 at 4% or $116,578 at 6%; with 100% employer match about $131,150 at 4% or $87,433 at 6%. |
| CM Financial Advisors 401(K) Plan | - | 3 | $81,282 | $31,476 | $10,492iApproximate average salary by contribution assumption: employee only about $262,300 at 4% or $174,867 at 6%; with 50% employer match about $174,867 at 4% or $116,578 at 6%; with 100% employer match about $131,150 at 4% or $87,433 at 6%. |
| 2020 | 1 | 3 | $40,629 | $37,955 | $12,652iApproximate average salary by contribution assumption: employee only about $316,292 at 4% or $210,861 at 6%; with 50% employer match about $210,861 at 4% or $140,574 at 6%; with 100% employer match about $158,146 at 4% or $105,431 at 6%. |
| CM Financial Advisors 401(K) Plan | - | 3 | $40,629 | $37,955 | $12,652iApproximate average salary by contribution assumption: employee only about $316,292 at 4% or $210,861 at 6%; with 50% employer match about $210,861 at 4% or $140,574 at 6%; with 100% employer match about $158,146 at 4% or $105,431 at 6%. |