Civic Intelligence

Coltrin & Assoc.

Plan context: Coltrin & Assoc. Inc. 401K Plan

EIN 13-3717914 • Newtown, PA • 23 filings • 2 plans

One Round Hill RoadNewtown, PA 18940
Current Snapshot

Latest Year

2022

2022 Participants

14

2022 Assets

$685,123

2022 Contributions

$6,235

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,321,166$660,583$0199920132022YearValue
$685,123Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

36180199920112022YearValue
14Latest year 2022

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2022114$685,123$6,235$445iApproximate average salary by contribution assumption: employee only about $11,134 at 4% or $7,423 at 6%; with 50% employer match about $7,423 at 4% or $4,948 at 6%; with 100% employer match about $5,567 at 4% or $3,711 at 6%.
Coltrin & Assoc. Inc. 401K Plan-14$685,123$6,235$445iApproximate average salary by contribution assumption: employee only about $11,134 at 4% or $7,423 at 6%; with 50% employer match about $7,423 at 4% or $4,948 at 6%; with 100% employer match about $5,567 at 4% or $3,711 at 6%.
2021119$1,321,166$27,160$1,429iApproximate average salary by contribution assumption: employee only about $35,737 at 4% or $23,825 at 6%; with 50% employer match about $23,825 at 4% or $15,883 at 6%; with 100% employer match about $17,868 at 4% or $11,912 at 6%.
Coltrin & Assoc. Inc. 401K Plan-19$1,321,166$27,160$1,429iApproximate average salary by contribution assumption: employee only about $35,737 at 4% or $23,825 at 6%; with 50% employer match about $23,825 at 4% or $15,883 at 6%; with 100% employer match about $17,868 at 4% or $11,912 at 6%.
2020119$1,133,461$25,915$1,364iApproximate average salary by contribution assumption: employee only about $34,099 at 4% or $22,732 at 6%; with 50% employer match about $22,732 at 4% or $15,155 at 6%; with 100% employer match about $17,049 at 4% or $11,366 at 6%.
Coltrin & Assoc. Inc. 401K Plan-19$1,133,461$25,915$1,364iApproximate average salary by contribution assumption: employee only about $34,099 at 4% or $22,732 at 6%; with 50% employer match about $22,732 at 4% or $15,155 at 6%; with 100% employer match about $17,049 at 4% or $11,366 at 6%.
2019120$992,792$37,505$1,875iApproximate average salary by contribution assumption: employee only about $46,881 at 4% or $31,254 at 6%; with 50% employer match about $31,254 at 4% or $20,836 at 6%; with 100% employer match about $23,441 at 4% or $15,627 at 6%.
Coltrin & Assoc. Inc. 401K Plan-20$992,792$37,505$1,875iApproximate average salary by contribution assumption: employee only about $46,881 at 4% or $31,254 at 6%; with 50% employer match about $31,254 at 4% or $20,836 at 6%; with 100% employer match about $23,441 at 4% or $15,627 at 6%.
2018119$783,236$30,626$1,612iApproximate average salary by contribution assumption: employee only about $40,297 at 4% or $26,865 at 6%; with 50% employer match about $26,865 at 4% or $17,910 at 6%; with 100% employer match about $20,149 at 4% or $13,432 at 6%.
Coltrin & Assoc. Inc. 401K Plan-19$783,236$30,626$1,612iApproximate average salary by contribution assumption: employee only about $40,297 at 4% or $26,865 at 6%; with 50% employer match about $26,865 at 4% or $17,910 at 6%; with 100% employer match about $20,149 at 4% or $13,432 at 6%.
2017112$875,010$21,702$1,809iApproximate average salary by contribution assumption: employee only about $45,213 at 4% or $30,142 at 6%; with 50% employer match about $30,142 at 4% or $20,094 at 6%; with 100% employer match about $22,606 at 4% or $15,071 at 6%.
Coltrin & Assoc. Inc. 401K Plan-12$875,010$21,702$1,809iApproximate average salary by contribution assumption: employee only about $45,213 at 4% or $30,142 at 6%; with 50% employer match about $30,142 at 4% or $20,094 at 6%; with 100% employer match about $22,606 at 4% or $15,071 at 6%.
2016113$753,556$25,581$1,968iApproximate average salary by contribution assumption: employee only about $49,194 at 4% or $32,796 at 6%; with 50% employer match about $32,796 at 4% or $21,864 at 6%; with 100% employer match about $24,597 at 4% or $16,398 at 6%.
Coltrin & Assoc. Inc. 401K Plan-13$753,556$25,581$1,968iApproximate average salary by contribution assumption: employee only about $49,194 at 4% or $32,796 at 6%; with 50% employer match about $32,796 at 4% or $21,864 at 6%; with 100% employer match about $24,597 at 4% or $16,398 at 6%.
2015113$681,436$32,404$2,493iApproximate average salary by contribution assumption: employee only about $62,315 at 4% or $41,544 at 6%; with 50% employer match about $41,544 at 4% or $27,696 at 6%; with 100% employer match about $31,158 at 4% or $20,772 at 6%.
Coltrin & Assoc. Inc. 401K Plan-13$681,436$32,404$2,493iApproximate average salary by contribution assumption: employee only about $62,315 at 4% or $41,544 at 6%; with 50% employer match about $41,544 at 4% or $27,696 at 6%; with 100% employer match about $31,158 at 4% or $20,772 at 6%.
2014113$690,723$29,570$2,275iApproximate average salary by contribution assumption: employee only about $56,865 at 4% or $37,910 at 6%; with 50% employer match about $37,910 at 4% or $25,274 at 6%; with 100% employer match about $28,433 at 4% or $18,955 at 6%.
Coltrin & Assoc. Inc. 401K Plan-13$690,723$29,570$2,275iApproximate average salary by contribution assumption: employee only about $56,865 at 4% or $37,910 at 6%; with 50% employer match about $37,910 at 4% or $25,274 at 6%; with 100% employer match about $28,433 at 4% or $18,955 at 6%.
2013114$659,141$22,776$1,627iApproximate average salary by contribution assumption: employee only about $40,671 at 4% or $27,114 at 6%; with 50% employer match about $27,114 at 4% or $18,076 at 6%; with 100% employer match about $20,336 at 4% or $13,557 at 6%.
Coltrin & Assoc. Inc. 401K Plan-14$659,141$22,776$1,627iApproximate average salary by contribution assumption: employee only about $40,671 at 4% or $27,114 at 6%; with 50% employer match about $27,114 at 4% or $18,076 at 6%; with 100% employer match about $20,336 at 4% or $13,557 at 6%.
2012115$549,728$14,432$962iApproximate average salary by contribution assumption: employee only about $24,053 at 4% or $16,036 at 6%; with 50% employer match about $16,036 at 4% or $10,690 at 6%; with 100% employer match about $12,027 at 4% or $8,018 at 6%.
Coltrin & Assoc. Inc. 401K Plan-15$549,728$14,432$962iApproximate average salary by contribution assumption: employee only about $24,053 at 4% or $16,036 at 6%; with 50% employer match about $16,036 at 4% or $10,690 at 6%; with 100% employer match about $12,027 at 4% or $8,018 at 6%.
2011117$557,682$23,063$1,357iApproximate average salary by contribution assumption: employee only about $33,916 at 4% or $22,611 at 6%; with 50% employer match about $22,611 at 4% or $15,074 at 6%; with 100% employer match about $16,958 at 4% or $11,305 at 6%.
Coltrin & Assoc. Inc. 401K Plan-17$557,682$23,063$1,357iApproximate average salary by contribution assumption: employee only about $33,916 at 4% or $22,611 at 6%; with 50% employer match about $22,611 at 4% or $15,074 at 6%; with 100% employer match about $16,958 at 4% or $11,305 at 6%.
2010120$1,044,331$37,458$1,873iApproximate average salary by contribution assumption: employee only about $46,823 at 4% or $31,215 at 6%; with 50% employer match about $31,215 at 4% or $20,810 at 6%; with 100% employer match about $23,411 at 4% or $15,608 at 6%.
Coltrin & Assoc. Inc. 401K Plan-20$1,044,331$37,458$1,873iApproximate average salary by contribution assumption: employee only about $46,823 at 4% or $31,215 at 6%; with 50% employer match about $31,215 at 4% or $20,810 at 6%; with 100% employer match about $23,411 at 4% or $15,608 at 6%.
2009118$912,411$62,347$3,464iApproximate average salary by contribution assumption: employee only about $86,593 at 4% or $57,729 at 6%; with 50% employer match about $57,729 at 4% or $38,486 at 6%; with 100% employer match about $43,297 at 4% or $28,864 at 6%.
Coltrin & Assoc. Inc. 401K Plan-18$912,411$62,347$3,464iApproximate average salary by contribution assumption: employee only about $86,593 at 4% or $57,729 at 6%; with 50% employer match about $57,729 at 4% or $38,486 at 6%; with 100% employer match about $43,297 at 4% or $28,864 at 6%.
2008127$771,540$95,971$3,554iApproximate average salary by contribution assumption: employee only about $88,862 at 4% or $59,241 at 6%; with 50% employer match about $59,241 at 4% or $39,494 at 6%; with 100% employer match about $44,431 at 4% or $29,621 at 6%.
Coltrin & Assoc. Inc. 401K Plan-27$771,540$95,971$3,554iApproximate average salary by contribution assumption: employee only about $88,862 at 4% or $59,241 at 6%; with 50% employer match about $59,241 at 4% or $39,494 at 6%; with 100% employer match about $44,431 at 4% or $29,621 at 6%.
2007125$0$0-
Coltrin & Assoc. Inc. 401K Plan-25---
2006127$0$0-
Coltrin & Assoc. Inc. 401K Plan-27---
2004122$692,719$104,267$4,739iApproximate average salary by contribution assumption: employee only about $118,485 at 4% or $78,990 at 6%; with 50% employer match about $78,990 at 4% or $52,660 at 6%; with 100% employer match about $59,243 at 4% or $39,495 at 6%.
Coltrin & Assoc. Inc. 401K Plan-22$692,719$104,267$4,739iApproximate average salary by contribution assumption: employee only about $118,485 at 4% or $78,990 at 6%; with 50% employer match about $78,990 at 4% or $52,660 at 6%; with 100% employer match about $59,243 at 4% or $39,495 at 6%.
2003125$557,136$114,726$4,589iApproximate average salary by contribution assumption: employee only about $114,726 at 4% or $76,484 at 6%; with 50% employer match about $76,484 at 4% or $50,989 at 6%; with 100% employer match about $57,363 at 4% or $38,242 at 6%.
Coltrin & Assoc. Inc. 401K Plan-25$557,136$114,726$4,589iApproximate average salary by contribution assumption: employee only about $114,726 at 4% or $76,484 at 6%; with 50% employer match about $76,484 at 4% or $50,989 at 6%; with 100% employer match about $57,363 at 4% or $38,242 at 6%.
2002127$366,631$155,616$5,764iApproximate average salary by contribution assumption: employee only about $144,089 at 4% or $96,059 at 6%; with 50% employer match about $96,059 at 4% or $64,040 at 6%; with 100% employer match about $72,044 at 4% or $48,030 at 6%.
Coltrin & Assoc. Inc. 401K Plan-27$366,631$155,616$5,764iApproximate average salary by contribution assumption: employee only about $144,089 at 4% or $96,059 at 6%; with 50% employer match about $96,059 at 4% or $64,040 at 6%; with 100% employer match about $72,044 at 4% or $48,030 at 6%.
2001136$0$0-
Coltrin & Assoc. Inc. 401K Plan-36---
2000131$192,535$134,136$4,327iApproximate average salary by contribution assumption: employee only about $108,174 at 4% or $72,116 at 6%; with 50% employer match about $72,116 at 4% or $48,077 at 6%; with 100% employer match about $54,087 at 4% or $36,058 at 6%.
Coltrin & Assoc. Inc. 401K Plan-31$192,535$134,136$4,327iApproximate average salary by contribution assumption: employee only about $108,174 at 4% or $72,116 at 6%; with 50% employer match about $72,116 at 4% or $48,077 at 6%; with 100% employer match about $54,087 at 4% or $36,058 at 6%.
1999119$97,649$81,395$4,284iApproximate average salary by contribution assumption: employee only about $107,099 at 4% or $71,399 at 6%; with 50% employer match about $71,399 at 4% or $47,599 at 6%; with 100% employer match about $53,549 at 4% or $35,700 at 6%.
Coltrin & Assoc. Inc. 401K Plan-19$97,649$81,395$4,284iApproximate average salary by contribution assumption: employee only about $107,099 at 4% or $71,399 at 6%; with 50% employer match about $71,399 at 4% or $47,599 at 6%; with 100% employer match about $53,549 at 4% or $35,700 at 6%.