Coris Financial Group
Plan context: Coris Financial Group Profit Sharing Plan and Trust
EIN 04-2573921 • 5 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
2
2005 Assets
$713,368
2005 Contributions
$4,000
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| Coris Financial Group Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2004 | 1 | 2 | $713,368 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Coris Financial Group Profit Sharing Plan and Trust | - | 2 | $713,368 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2001 | 1 | 1 | $609,605 | $29,840 | $29,840iApproximate average salary by contribution assumption: employee only about $746,000 at 4% or $497,333 at 6%; with 50% employer match about $497,333 at 4% or $331,556 at 6%; with 100% employer match about $373,000 at 4% or $248,667 at 6%. |
| Coris Financial Group Profit Sharing Plan and Trust | - | 1 | $609,605 | $29,840 | $29,840iApproximate average salary by contribution assumption: employee only about $746,000 at 4% or $497,333 at 6%; with 50% employer match about $497,333 at 4% or $331,556 at 6%; with 100% employer match about $373,000 at 4% or $248,667 at 6%. |
| 2000 | 1 | 2 | $0 | $0 | - |
| Coris Financial Group Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 1999 | 1 | 0 | $659,320 | $29,558 | - |
| Coris Financial Group Profit Sharing Plan and Trust | - | 0 | $659,320 | $29,558 | - |