Cfa Financial Services Inc.
Plan context: Cfa Financial Services Inc. 401K Plan
EIN 91-1637134 • 7 filings • 1 plans
Current Snapshot
Latest Year
2006
2006 Participants
45
2006 Assets
$306,587
2006 Contributions
$44,273
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $44,273 | - |
| Cfa Financial Services Inc. 401K Plan | - | 0 | - | $44,273 | - |
| 2005 | 1 | 45 | $0 | $0 | - |
| Cfa Financial Services Inc. 401K Plan | - | 45 | - | - | - |
| 2003 | 1 | 40 | $306,587 | $84,463 | $2,112iApproximate average salary by contribution assumption: employee only about $52,789 at 4% or $35,193 at 6%; with 50% employer match about $35,193 at 4% or $23,462 at 6%; with 100% employer match about $26,395 at 4% or $17,596 at 6%. |
| Cfa Financial Services Inc. 401K Plan | - | 40 | $306,587 | $84,463 | $2,112iApproximate average salary by contribution assumption: employee only about $52,789 at 4% or $35,193 at 6%; with 50% employer match about $35,193 at 4% or $23,462 at 6%; with 100% employer match about $26,395 at 4% or $17,596 at 6%. |
| 2002 | 1 | 28 | $197,182 | $73,750 | $2,634iApproximate average salary by contribution assumption: employee only about $65,848 at 4% or $43,899 at 6%; with 50% employer match about $43,899 at 4% or $29,266 at 6%; with 100% employer match about $32,924 at 4% or $21,949 at 6%. |
| Cfa Financial Services Inc. 401K Plan | - | 28 | $197,182 | $73,750 | $2,634iApproximate average salary by contribution assumption: employee only about $65,848 at 4% or $43,899 at 6%; with 50% employer match about $43,899 at 4% or $29,266 at 6%; with 100% employer match about $32,924 at 4% or $21,949 at 6%. |
| 2001 | 1 | 25 | $154,949 | $50,524 | $2,021iApproximate average salary by contribution assumption: employee only about $50,524 at 4% or $33,683 at 6%; with 50% employer match about $33,683 at 4% or $22,455 at 6%; with 100% employer match about $25,262 at 4% or $16,841 at 6%. |
| Cfa Financial Services Inc. 401K Plan | - | 25 | $154,949 | $50,524 | $2,021iApproximate average salary by contribution assumption: employee only about $50,524 at 4% or $33,683 at 6%; with 50% employer match about $33,683 at 4% or $22,455 at 6%; with 100% employer match about $25,262 at 4% or $16,841 at 6%. |
| 2000 | 1 | 16 | $136,260 | $16,309 | $1,019iApproximate average salary by contribution assumption: employee only about $25,483 at 4% or $16,989 at 6%; with 50% employer match about $16,989 at 4% or $11,326 at 6%; with 100% employer match about $12,741 at 4% or $8,494 at 6%. |
| Cfa Financial Services Inc. 401K Plan | - | 16 | $136,260 | $16,309 | $1,019iApproximate average salary by contribution assumption: employee only about $25,483 at 4% or $16,989 at 6%; with 50% employer match about $16,989 at 4% or $11,326 at 6%; with 100% employer match about $12,741 at 4% or $8,494 at 6%. |
| 1999 | 1 | 17 | $206,718 | $40,758 | $2,398iApproximate average salary by contribution assumption: employee only about $59,938 at 4% or $39,959 at 6%; with 50% employer match about $39,959 at 4% or $26,639 at 6%; with 100% employer match about $29,969 at 4% or $19,979 at 6%. |
| Cfa Financial Services Inc. 401K Plan | - | 17 | $206,718 | $40,758 | $2,398iApproximate average salary by contribution assumption: employee only about $59,938 at 4% or $39,959 at 6%; with 50% employer match about $39,959 at 4% or $26,639 at 6%; with 100% employer match about $29,969 at 4% or $19,979 at 6%. |