CAVALIER ASSET MANAGEMENT LLC
Plan context: CAVALIER ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 86-3688713 • Bradenton, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$118,041
2025 Contributions
$19,000
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 | 1 | $118,041 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| CAVALIER ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $118,041 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2024 | 1 | 1 | $87,462 | $18,333 | $18,333iApproximate average salary by contribution assumption: employee only about $458,325 at 4% or $305,550 at 6%; with 50% employer match about $305,550 at 4% or $203,700 at 6%; with 100% employer match about $229,163 at 4% or $152,775 at 6%. |
| CAVALIER ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $87,462 | $18,333 | $18,333iApproximate average salary by contribution assumption: employee only about $458,325 at 4% or $305,550 at 6%; with 50% employer match about $305,550 at 4% or $203,700 at 6%; with 100% employer match about $229,163 at 4% or $152,775 at 6%. |
| 2023 | 1 | 1 | $59,617 | $16,522 | $16,522iApproximate average salary by contribution assumption: employee only about $413,050 at 4% or $275,367 at 6%; with 50% employer match about $275,367 at 4% or $183,578 at 6%; with 100% employer match about $206,525 at 4% or $137,683 at 6%. |
| CAVALIER ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $59,617 | $16,522 | $16,522iApproximate average salary by contribution assumption: employee only about $413,050 at 4% or $275,367 at 6%; with 50% employer match about $275,367 at 4% or $183,578 at 6%; with 100% employer match about $206,525 at 4% or $137,683 at 6%. |
| 2022 | 1 | 1 | $34,893 | $22,572 | $22,572iApproximate average salary by contribution assumption: employee only about $564,300 at 4% or $376,200 at 6%; with 50% employer match about $376,200 at 4% or $250,800 at 6%; with 100% employer match about $282,150 at 4% or $188,100 at 6%. |
| CAVALIER ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $34,893 | $22,572 | $22,572iApproximate average salary by contribution assumption: employee only about $564,300 at 4% or $376,200 at 6%; with 50% employer match about $376,200 at 4% or $250,800 at 6%; with 100% employer match about $282,150 at 4% or $188,100 at 6%. |
| 2021 | 1 | 1 | $19,702 | $19,655 | $19,655iApproximate average salary by contribution assumption: employee only about $491,375 at 4% or $327,583 at 6%; with 50% employer match about $327,583 at 4% or $218,389 at 6%; with 100% employer match about $245,688 at 4% or $163,792 at 6%. |
| CAVALIER ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $19,702 | $19,655 | $19,655iApproximate average salary by contribution assumption: employee only about $491,375 at 4% or $327,583 at 6%; with 50% employer match about $327,583 at 4% or $218,389 at 6%; with 100% employer match about $245,688 at 4% or $163,792 at 6%. |