Cfa Inc.
Plan context: Cfa Inc. 401K Profit Sharing Plan
EIN 88-0181234 • Reno, NV • 25 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
47
2023 Assets
$1,194,049
2023 Contributions
$307,276
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Cfa Inc. 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 47 | $1,194,049 | $307,276 | $6,538iApproximate average salary by contribution assumption: employee only about $163,445 at 4% or $108,963 at 6%; with 50% employer match about $108,963 at 4% or $72,642 at 6%; with 100% employer match about $81,722 at 4% or $54,482 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 47 | $1,194,049 | $307,276 | $6,538iApproximate average salary by contribution assumption: employee only about $163,445 at 4% or $108,963 at 6%; with 50% employer match about $108,963 at 4% or $72,642 at 6%; with 100% employer match about $81,722 at 4% or $54,482 at 6%. |
| 2021 | 1 | 40 | $1,100,677 | $309,591 | $7,740iApproximate average salary by contribution assumption: employee only about $193,494 at 4% or $128,996 at 6%; with 50% employer match about $128,996 at 4% or $85,998 at 6%; with 100% employer match about $96,747 at 4% or $64,498 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 40 | $1,100,677 | $309,591 | $7,740iApproximate average salary by contribution assumption: employee only about $193,494 at 4% or $128,996 at 6%; with 50% employer match about $128,996 at 4% or $85,998 at 6%; with 100% employer match about $96,747 at 4% or $64,498 at 6%. |
| 2020 | 1 | 28 | $2,059,012 | $147,199 | $5,257iApproximate average salary by contribution assumption: employee only about $131,428 at 4% or $87,618 at 6%; with 50% employer match about $87,618 at 4% or $58,412 at 6%; with 100% employer match about $65,714 at 4% or $43,809 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 28 | $2,059,012 | $147,199 | $5,257iApproximate average salary by contribution assumption: employee only about $131,428 at 4% or $87,618 at 6%; with 50% employer match about $87,618 at 4% or $58,412 at 6%; with 100% employer match about $65,714 at 4% or $43,809 at 6%. |
| 2019 | 1 | 28 | $2,145,434 | $128,448 | $4,587iApproximate average salary by contribution assumption: employee only about $114,686 at 4% or $76,457 at 6%; with 50% employer match about $76,457 at 4% or $50,971 at 6%; with 100% employer match about $57,343 at 4% or $38,229 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 28 | $2,145,434 | $128,448 | $4,587iApproximate average salary by contribution assumption: employee only about $114,686 at 4% or $76,457 at 6%; with 50% employer match about $76,457 at 4% or $50,971 at 6%; with 100% employer match about $57,343 at 4% or $38,229 at 6%. |
| 2018 | 1 | 18 | $2,163,200 | $112,642 | $6,258iApproximate average salary by contribution assumption: employee only about $156,447 at 4% or $104,298 at 6%; with 50% employer match about $104,298 at 4% or $69,532 at 6%; with 100% employer match about $78,224 at 4% or $52,149 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 18 | $2,163,200 | $112,642 | $6,258iApproximate average salary by contribution assumption: employee only about $156,447 at 4% or $104,298 at 6%; with 50% employer match about $104,298 at 4% or $69,532 at 6%; with 100% employer match about $78,224 at 4% or $52,149 at 6%. |
| 2017 | 1 | 17 | $2,305,226 | $209,789 | $12,341iApproximate average salary by contribution assumption: employee only about $308,513 at 4% or $205,675 at 6%; with 50% employer match about $205,675 at 4% or $137,117 at 6%; with 100% employer match about $154,257 at 4% or $102,838 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 17 | $2,305,226 | $209,789 | $12,341iApproximate average salary by contribution assumption: employee only about $308,513 at 4% or $205,675 at 6%; with 50% employer match about $205,675 at 4% or $137,117 at 6%; with 100% employer match about $154,257 at 4% or $102,838 at 6%. |
| 2016 | 1 | 28 | $2,256,752 | $111,692 | $3,989iApproximate average salary by contribution assumption: employee only about $99,725 at 4% or $66,483 at 6%; with 50% employer match about $66,483 at 4% or $44,322 at 6%; with 100% employer match about $49,863 at 4% or $33,242 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 28 | $2,256,752 | $111,692 | $3,989iApproximate average salary by contribution assumption: employee only about $99,725 at 4% or $66,483 at 6%; with 50% employer match about $66,483 at 4% or $44,322 at 6%; with 100% employer match about $49,863 at 4% or $33,242 at 6%. |
| 2015 | 1 | 26 | $1,992,974 | $116,904 | $4,496iApproximate average salary by contribution assumption: employee only about $112,408 at 4% or $74,938 at 6%; with 50% employer match about $74,938 at 4% or $49,959 at 6%; with 100% employer match about $56,204 at 4% or $37,469 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 26 | $1,992,974 | $116,904 | $4,496iApproximate average salary by contribution assumption: employee only about $112,408 at 4% or $74,938 at 6%; with 50% employer match about $74,938 at 4% or $49,959 at 6%; with 100% employer match about $56,204 at 4% or $37,469 at 6%. |
| 2014 | 1 | 29 | $2,207,636 | $108,146 | $3,729iApproximate average salary by contribution assumption: employee only about $93,229 at 4% or $62,153 at 6%; with 50% employer match about $62,153 at 4% or $41,435 at 6%; with 100% employer match about $46,615 at 4% or $31,076 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 29 | $2,207,636 | $108,146 | $3,729iApproximate average salary by contribution assumption: employee only about $93,229 at 4% or $62,153 at 6%; with 50% employer match about $62,153 at 4% or $41,435 at 6%; with 100% employer match about $46,615 at 4% or $31,076 at 6%. |
| 2013 | 1 | 35 | $2,581,615 | $93,212 | $2,663iApproximate average salary by contribution assumption: employee only about $66,580 at 4% or $44,387 at 6%; with 50% employer match about $44,387 at 4% or $29,591 at 6%; with 100% employer match about $33,290 at 4% or $22,193 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 35 | $2,581,615 | $93,212 | $2,663iApproximate average salary by contribution assumption: employee only about $66,580 at 4% or $44,387 at 6%; with 50% employer match about $44,387 at 4% or $29,591 at 6%; with 100% employer match about $33,290 at 4% or $22,193 at 6%. |
| 2012 | 1 | 35 | $2,531,582 | $89,907 | $2,569iApproximate average salary by contribution assumption: employee only about $64,219 at 4% or $42,813 at 6%; with 50% employer match about $42,813 at 4% or $28,542 at 6%; with 100% employer match about $32,110 at 4% or $21,406 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 35 | $2,531,582 | $89,907 | $2,569iApproximate average salary by contribution assumption: employee only about $64,219 at 4% or $42,813 at 6%; with 50% employer match about $42,813 at 4% or $28,542 at 6%; with 100% employer match about $32,110 at 4% or $21,406 at 6%. |
| 2011 | 1 | 37 | $2,951,807 | $106,122 | $2,868iApproximate average salary by contribution assumption: employee only about $71,704 at 4% or $47,803 at 6%; with 50% employer match about $47,803 at 4% or $31,868 at 6%; with 100% employer match about $35,852 at 4% or $23,901 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 37 | $2,951,807 | $106,122 | $2,868iApproximate average salary by contribution assumption: employee only about $71,704 at 4% or $47,803 at 6%; with 50% employer match about $47,803 at 4% or $31,868 at 6%; with 100% employer match about $35,852 at 4% or $23,901 at 6%. |
| 2010 | 1 | 38 | $3,302,477 | $106,101 | $2,792iApproximate average salary by contribution assumption: employee only about $69,803 at 4% or $46,536 at 6%; with 50% employer match about $46,536 at 4% or $31,024 at 6%; with 100% employer match about $34,902 at 4% or $23,268 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 38 | $3,302,477 | $106,101 | $2,792iApproximate average salary by contribution assumption: employee only about $69,803 at 4% or $46,536 at 6%; with 50% employer match about $46,536 at 4% or $31,024 at 6%; with 100% employer match about $34,902 at 4% or $23,268 at 6%. |
| 2009 | 1 | 40 | $2,934,182 | $140,709 | $3,518iApproximate average salary by contribution assumption: employee only about $87,943 at 4% or $58,629 at 6%; with 50% employer match about $58,629 at 4% or $39,086 at 6%; with 100% employer match about $43,972 at 4% or $29,314 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 40 | $2,934,182 | $140,709 | $3,518iApproximate average salary by contribution assumption: employee only about $87,943 at 4% or $58,629 at 6%; with 50% employer match about $58,629 at 4% or $39,086 at 6%; with 100% employer match about $43,972 at 4% or $29,314 at 6%. |
| 2008 | 1 | 25 | $2,353,652 | $216,378 | $8,655iApproximate average salary by contribution assumption: employee only about $216,378 at 4% or $144,252 at 6%; with 50% employer match about $144,252 at 4% or $96,168 at 6%; with 100% employer match about $108,189 at 4% or $72,126 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 25 | $2,353,652 | $216,378 | $8,655iApproximate average salary by contribution assumption: employee only about $216,378 at 4% or $144,252 at 6%; with 50% employer match about $144,252 at 4% or $96,168 at 6%; with 100% employer match about $108,189 at 4% or $72,126 at 6%. |
| 2007 | 1 | 33 | $0 | $0 | - |
| Cfa Inc. 401K Profit Sharing Plan | - | 33 | - | - | - |
| 2006 | 1 | 33 | $3,080,720 | $302,969 | $9,181iApproximate average salary by contribution assumption: employee only about $229,522 at 4% or $153,015 at 6%; with 50% employer match about $153,015 at 4% or $102,010 at 6%; with 100% employer match about $114,761 at 4% or $76,507 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 33 | $3,080,720 | $302,969 | $9,181iApproximate average salary by contribution assumption: employee only about $229,522 at 4% or $153,015 at 6%; with 50% employer match about $153,015 at 4% or $102,010 at 6%; with 100% employer match about $114,761 at 4% or $76,507 at 6%. |
| 2005 | 1 | 32 | $2,481,352 | $267,545 | $8,361iApproximate average salary by contribution assumption: employee only about $209,020 at 4% or $139,346 at 6%; with 50% employer match about $139,346 at 4% or $92,898 at 6%; with 100% employer match about $104,510 at 4% or $69,673 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 32 | $2,481,352 | $267,545 | $8,361iApproximate average salary by contribution assumption: employee only about $209,020 at 4% or $139,346 at 6%; with 50% employer match about $139,346 at 4% or $92,898 at 6%; with 100% employer match about $104,510 at 4% or $69,673 at 6%. |
| 2004 | 1 | 29 | $2,114,417 | $333,294 | $11,493iApproximate average salary by contribution assumption: employee only about $287,322 at 4% or $191,548 at 6%; with 50% employer match about $191,548 at 4% or $127,699 at 6%; with 100% employer match about $143,661 at 4% or $95,774 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 29 | $2,114,417 | $333,294 | $11,493iApproximate average salary by contribution assumption: employee only about $287,322 at 4% or $191,548 at 6%; with 50% employer match about $191,548 at 4% or $127,699 at 6%; with 100% employer match about $143,661 at 4% or $95,774 at 6%. |
| 2003 | 1 | 33 | $1,754,270 | $276,563 | $8,381iApproximate average salary by contribution assumption: employee only about $209,517 at 4% or $139,678 at 6%; with 50% employer match about $139,678 at 4% or $93,119 at 6%; with 100% employer match about $104,759 at 4% or $69,839 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 33 | $1,754,270 | $276,563 | $8,381iApproximate average salary by contribution assumption: employee only about $209,517 at 4% or $139,678 at 6%; with 50% employer match about $139,678 at 4% or $93,119 at 6%; with 100% employer match about $104,759 at 4% or $69,839 at 6%. |
| 2002 | 1 | 34 | $1,190,770 | $248,472 | $7,308iApproximate average salary by contribution assumption: employee only about $182,700 at 4% or $121,800 at 6%; with 50% employer match about $121,800 at 4% or $81,200 at 6%; with 100% employer match about $91,350 at 4% or $60,900 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 34 | $1,190,770 | $248,472 | $7,308iApproximate average salary by contribution assumption: employee only about $182,700 at 4% or $121,800 at 6%; with 50% employer match about $121,800 at 4% or $81,200 at 6%; with 100% employer match about $91,350 at 4% or $60,900 at 6%. |
| 2001 | 1 | 34 | $0 | $0 | - |
| Cfa Inc. 401K Profit Sharing Plan | - | 34 | - | - | - |
| 2000 | 1 | 28 | $1,140,622 | $203,653 | $7,273iApproximate average salary by contribution assumption: employee only about $181,833 at 4% or $121,222 at 6%; with 50% employer match about $121,222 at 4% or $80,815 at 6%; with 100% employer match about $90,917 at 4% or $60,611 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 28 | $1,140,622 | $203,653 | $7,273iApproximate average salary by contribution assumption: employee only about $181,833 at 4% or $121,222 at 6%; with 50% employer match about $121,222 at 4% or $80,815 at 6%; with 100% employer match about $90,917 at 4% or $60,611 at 6%. |
| 1999 | 1 | 34 | $1,100,950 | $184,000 | $5,412iApproximate average salary by contribution assumption: employee only about $135,294 at 4% or $90,196 at 6%; with 50% employer match about $90,196 at 4% or $60,131 at 6%; with 100% employer match about $67,647 at 4% or $45,098 at 6%. |
| Cfa Inc. 401K Profit Sharing Plan | - | 34 | $1,100,950 | $184,000 | $5,412iApproximate average salary by contribution assumption: employee only about $135,294 at 4% or $90,196 at 6%; with 50% employer match about $90,196 at 4% or $60,131 at 6%; with 100% employer match about $67,647 at 4% or $45,098 at 6%. |