Cfa Institute

New York
Registered In
10/20/2016
Incorp. Date
Foreign
Registration Type
Virginia
Foreign Jurisdiction

Company Summary

Cfa Institute at New York County lists Corporation Service Company of Albany, NY as the associate.

Overview

Registered In
New York
Incorporation Date
Company Type
Foreign Not-For-Profit Corporation
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Virginia
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People

Corporation Service Company DOS Process
80 STATE ST, ALBANY, NY 12207

Map & Locations

New York County View Map

Financials

Financial Information for Cfa Institute

Form 5500

CFA INSTITUTE

915 East High Street, Charlottesville, Va 22902 (954) 240-5095 EIN:54-1386480 Plan Admin:Aj Jackson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCFA INSTITUTE EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY395 / 0 Assets BOY/EOY$0 / $0 2023 CFA INSTITUTE EMPLOYEE BENEFITS PLAN - Plan #501 395 / 0 $0 / $0
2022 Plan NameCFA INSTITUTE 401(K) PLAN Plan #002 Participants BOY/EOY765 / 742 Assets BOY/EOY$218,408,726 / $182,524,819 2022 CFA INSTITUTE 401(K) PLAN - Plan #002 765 / 742 $218,408,726 / $182,524,819
2022 Plan NameCFA INSTITUTE EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY443 / 0 Assets BOY/EOY$0 / $0 2022 CFA INSTITUTE EMPLOYEE BENEFITS PLAN - Plan #501 443 / 0 $0 / $0
2021 Plan NameCFA INSTITUTE 401(K) PLAN Plan #002 Participants BOY/EOY752 / 765 Assets BOY/EOY$193,620,379 / $218,408,726 2021 CFA INSTITUTE 401(K) PLAN - Plan #002 752 / 765 $193,620,379 / $218,408,726
2021 Plan NameCFA INSTITUTE EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY511 / 0 Assets BOY/EOY$0 / $0 2021 CFA INSTITUTE EMPLOYEE BENEFITS PLAN - Plan #501 511 / 0 $0 / $0
2020 Plan NameCFA INSTITUTE 401(K) PLAN Plan #002 Participants BOY/EOY719 / 752 Assets BOY/EOY$165,841,512 / $193,620,379 2020 CFA INSTITUTE 401(K) PLAN - Plan #002 719 / 752 $165,841,512 / $193,620,379
2020 Plan NameCFA INSTITUTE EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY499 / 0 Assets BOY/EOY$0 / $0 2020 CFA INSTITUTE EMPLOYEE BENEFITS PLAN - Plan #501 499 / 0 $0 / $0
2019 Plan NameCFA INSTITUTE 401(K) PLAN Plan #002 Participants BOY/EOY671 / 719 Assets BOY/EOY$138,739,701 / $165,841,512 2019 CFA INSTITUTE 401(K) PLAN - Plan #002 671 / 719 $138,739,701 / $165,841,512
2019 Plan NameCFA INSTITUTE SEVERANCE PLAN Plan #516 Participants BOY/EOY471 / 0 Assets BOY/EOY$0 / $0 2019 CFA INSTITUTE SEVERANCE PLAN - Plan #516 471 / 0 $0 / $0
2019 Plan NameCFA INSTITUTE EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY498 / 0 Assets BOY/EOY$0 / $0 2019 CFA INSTITUTE EMPLOYEE BENEFITS PLAN - Plan #501 498 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

CFA INSTITUTE

PO Box 2083c/o Tim Mclaughlin, Charlottesville, Va 22902 EIN:54-1386480 Deductibility:Contributions are not deductible Classification:Business League
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps610 Contributions$390,617 Revenue$346,815,960 Expenses$278,732,579 Assets EOY$663,377,785 Liabilities$371,824,941 2022 610 $390,617 $346,815,960 $278,732,579 $663,377,785 $371,824,941
2021 # of Emps581 Contributions$0 Revenue$299,621,233 Expenses$299,566,682 Assets EOY$744,557,424 Liabilities$431,795,371 2021 581 $0 $299,621,233 $299,566,682 $744,557,424 $431,795,371
2020 # of Emps626 Contributions$0 Revenue$184,976,793 Expenses$304,140,097 Assets EOY$709,843,889 Liabilities$447,817,461 2020 626 $0 $184,976,793 $304,140,097 $709,843,889 $447,817,461
2019 # of Emps1219 Contributions$0 Revenue$416,456,990 Expenses$365,537,251 Assets EOY$630,127,929 Liabilities$266,090,488 2019 1219 $0 $416,456,990 $365,537,251 $630,127,929 $266,090,488
2018 # of Emps1232 Contributions$318,704 Revenue$370,089,211 Expenses$338,068,864 Assets EOY$579,306,522 Liabilities$256,449,621 2018 1232 $318,704 $370,089,211 $338,068,864 $579,306,522 $256,449,621
Tax Returns based on Form 990 & 990N.

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Related Business Names:
Cfa Institute Research Foundation Registered in Michigan
Charlottesville, VA View Report
Cfa Institute Registered in Virginia
Richmond, VA Charlottesville, VA View Report
Cfa Institute Research Foundation Registered in Virginia
Charlottesville, VA View Report
Cfa Institute Research Foundation Registered in Nevada
Nevada View Report
Cfa Institute Research Foundation Registered in Oklahoma
Charlottesville, VA New York, NY View Report
Cfa Institute Research Foundation Registered in California
Charlottesville, VA New York, NY (2 more) View Report
Cfa Institute Research Foundation Registered in Colorado
Charlottesville, VA Denver, CO (1 more) View Report
Cfa Institute LLC Registered in Virginia
Virginia View Report
Cfa Institute Research Foundation Registered in North Dakota
Bismarck, ND Charlottesville, VA View Report
Cfa Institute Research Foundation Registered in Nevada
Charlottesville, VA View Report
Cfa Institute, Inc. Registered in California
Long Beach, CA View Report

Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor • Internal Revenue Service
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