Civic Intelligence

Copelin Financial Services Inc

Plan context: Copelin Financial Services, in 401 K Profit Sharing Plan Trust

EIN 13-4324645 • Sugar Land, TX • 12 filings • 6 plans

514 Brooks StreetSugar Land, TX 77478
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$74,546

2018 Contributions

$51,643

Historical Graphs

Total Assets Over Time

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

$198,976$99,488$0200720152018YearValue
$74,546Latest year 2018

Participants Over Time

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

420200720152018YearValue
4Latest year 2018

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
201814$74,546$51,643$12,911iApproximate average salary by contribution assumption: employee only about $322,769 at 4% or $215,179 at 6%; with 50% employer match about $215,179 at 4% or $143,453 at 6%; with 100% employer match about $161,384 at 4% or $107,590 at 6%.
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-4$74,546$51,643$12,911iApproximate average salary by contribution assumption: employee only about $322,769 at 4% or $215,179 at 6%; with 50% employer match about $215,179 at 4% or $143,453 at 6%; with 100% employer match about $161,384 at 4% or $107,590 at 6%.
201714$34,013$39,159$9,790iApproximate average salary by contribution assumption: employee only about $244,744 at 4% or $163,163 at 6%; with 50% employer match about $163,163 at 4% or $108,775 at 6%; with 100% employer match about $122,372 at 4% or $81,581 at 6%.
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-4$34,013$39,159$9,790iApproximate average salary by contribution assumption: employee only about $244,744 at 4% or $163,163 at 6%; with 50% employer match about $163,163 at 4% or $108,775 at 6%; with 100% employer match about $122,372 at 4% or $81,581 at 6%.
201614$88,485$49,860$12,465iApproximate average salary by contribution assumption: employee only about $311,625 at 4% or $207,750 at 6%; with 50% employer match about $207,750 at 4% or $138,500 at 6%; with 100% employer match about $155,813 at 4% or $103,875 at 6%.
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-4$88,485$49,860$12,465iApproximate average salary by contribution assumption: employee only about $311,625 at 4% or $207,750 at 6%; with 50% employer match about $207,750 at 4% or $138,500 at 6%; with 100% employer match about $155,813 at 4% or $103,875 at 6%.
201514$29,191$29,420$7,355iApproximate average salary by contribution assumption: employee only about $183,875 at 4% or $122,583 at 6%; with 50% employer match about $122,583 at 4% or $81,722 at 6%; with 100% employer match about $91,938 at 4% or $61,292 at 6%.
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-4$29,191$29,420$7,355iApproximate average salary by contribution assumption: employee only about $183,875 at 4% or $122,583 at 6%; with 50% employer match about $122,583 at 4% or $81,722 at 6%; with 100% employer match about $91,938 at 4% or $61,292 at 6%.
201120$0$0-
COPELIN FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN-0---
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-0---
201023$198,976$27,024$9,008iApproximate average salary by contribution assumption: employee only about $225,200 at 4% or $150,133 at 6%; with 50% employer match about $150,133 at 4% or $100,089 at 6%; with 100% employer match about $112,600 at 4% or $75,067 at 6%.
COPELIN FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN-1$195,474--
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-3$3,502$27,024$9,008iApproximate average salary by contribution assumption: employee only about $225,200 at 4% or $150,133 at 6%; with 50% employer match about $150,133 at 4% or $100,089 at 6%; with 100% employer match about $112,600 at 4% or $75,067 at 6%.
200923$198,003$73,411$24,470iApproximate average salary by contribution assumption: employee only about $611,758 at 4% or $407,839 at 6%; with 50% employer match about $407,839 at 4% or $271,893 at 6%; with 100% employer match about $305,879 at 4% or $203,919 at 6%.
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-3$128,940$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-1$69,063$22,411$22,411iApproximate average salary by contribution assumption: employee only about $560,275 at 4% or $373,517 at 6%; with 50% employer match about $373,517 at 4% or $249,011 at 6%; with 100% employer match about $280,138 at 4% or $186,758 at 6%.
200813$59,717$0-
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-3$59,717--
200713$36,428$38,116$12,705iApproximate average salary by contribution assumption: employee only about $317,633 at 4% or $211,756 at 6%; with 50% employer match about $211,756 at 4% or $141,170 at 6%; with 100% employer match about $158,817 at 4% or $105,878 at 6%.
Copelin Financial Services, in 401 K Profit Sharing Plan Trust-3$36,428$38,116$12,705iApproximate average salary by contribution assumption: employee only about $317,633 at 4% or $211,756 at 6%; with 50% employer match about $211,756 at 4% or $141,170 at 6%; with 100% employer match about $158,817 at 4% or $105,878 at 6%.