Civic Intelligence

CORNELL ASSET MANAGEMENT

Plan context: CORNELL ASSET MANAGEMENT 401K PLAN

EIN 85-4157043 • Sarasota, FL • 5 filings • 1 plans

1800 2nd StSuite 756Sarasota, FL 34236
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$432,573

2025 Contributions

$28,420

Historical Graphs

Total Assets Over Time

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

$432,573$216,287$0202120232025YearValue
$432,573Latest year 2025

Participants Over Time

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

210202120232025YearValue
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$432,573$28,420$14,210iApproximate average salary by contribution assumption: employee only about $355,250 at 4% or $236,833 at 6%; with 50% employer match about $236,833 at 4% or $157,889 at 6%; with 100% employer match about $177,625 at 4% or $118,417 at 6%.
CORNELL ASSET MANAGEMENT 401K PLAN-2$432,573$28,420$14,210iApproximate average salary by contribution assumption: employee only about $355,250 at 4% or $236,833 at 6%; with 50% employer match about $236,833 at 4% or $157,889 at 6%; with 100% employer match about $177,625 at 4% or $118,417 at 6%.
202412$311,585$70,704$35,352iApproximate average salary by contribution assumption: employee only about $883,800 at 4% or $589,200 at 6%; with 50% employer match about $589,200 at 4% or $392,800 at 6%; with 100% employer match about $441,900 at 4% or $294,600 at 6%.
CORNELL ASSET MANAGEMENT 401K PLAN-2$311,585$70,704$35,352iApproximate average salary by contribution assumption: employee only about $883,800 at 4% or $589,200 at 6%; with 50% employer match about $589,200 at 4% or $392,800 at 6%; with 100% employer match about $441,900 at 4% or $294,600 at 6%.
202312$193,575$90,203$45,102iApproximate average salary by contribution assumption: employee only about $1,127,538 at 4% or $751,692 at 6%; with 50% employer match about $751,692 at 4% or $501,128 at 6%; with 100% employer match about $563,769 at 4% or $375,846 at 6%.
CORNELL ASSET MANAGEMENT 401K PLAN-2$193,575$90,203$45,102iApproximate average salary by contribution assumption: employee only about $1,127,538 at 4% or $751,692 at 6%; with 50% employer match about $751,692 at 4% or $501,128 at 6%; with 100% employer match about $563,769 at 4% or $375,846 at 6%.
202212$77,553$56,100$28,050iApproximate average salary by contribution assumption: employee only about $701,250 at 4% or $467,500 at 6%; with 50% employer match about $467,500 at 4% or $311,667 at 6%; with 100% employer match about $350,625 at 4% or $233,750 at 6%.
CORNELL ASSET MANAGEMENT 401K PLAN-2$77,553$56,100$28,050iApproximate average salary by contribution assumption: employee only about $701,250 at 4% or $467,500 at 6%; with 50% employer match about $467,500 at 4% or $311,667 at 6%; with 100% employer match about $350,625 at 4% or $233,750 at 6%.
202111$31,309$31,100$31,100iApproximate average salary by contribution assumption: employee only about $777,500 at 4% or $518,333 at 6%; with 50% employer match about $518,333 at 4% or $345,556 at 6%; with 100% employer match about $388,750 at 4% or $259,167 at 6%.
CORNELL ASSET MANAGEMENT 401K PLAN-1$31,309$31,100$31,100iApproximate average salary by contribution assumption: employee only about $777,500 at 4% or $518,333 at 6%; with 50% employer match about $518,333 at 4% or $345,556 at 6%; with 100% employer match about $388,750 at 4% or $259,167 at 6%.
CORNELL ASSET MANAGEMENT | EIN 85-4157043 | 2025 Form 5500 Company Profile