Coconut Grove LLC
Plan context: Collaborative Retirement Trust
EIN 03-9360315 • Old Saybrook, CT • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$60,196
2025 Contributions
$60,208
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 | 0 | $0 | $0 | - |
| Collaborative Retirement Trust | - | 0 | $0 | - | - |
| 2024 | 1 | 1 | $60,196 | $60,208 | $60,208iApproximate average salary by contribution assumption: employee only about $1,505,200 at 4% or $1,003,467 at 6%; with 50% employer match about $1,003,467 at 4% or $668,978 at 6%; with 100% employer match about $752,600 at 4% or $501,733 at 6%. |
| Collaborative Retirement Trust | - | 1 | $60,196 | $60,208 | $60,208iApproximate average salary by contribution assumption: employee only about $1,505,200 at 4% or $1,003,467 at 6%; with 50% employer match about $1,003,467 at 4% or $668,978 at 6%; with 100% employer match about $752,600 at 4% or $501,733 at 6%. |