Civic Intelligence

Cobblestone Capital Advisors LLC

Plan context: Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust

EIN 16-1543732 • Rochester, NY • 28 filings • 5 plans

500 Linden Oaks Suite 210Rochester, NY 14625
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$16,277,121

2024 Contributions

$799,676

Historical Graphs

Total Assets Over Time

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

$16,277,121$8,138,561$0199920122024YearValue
$16,277,121Latest year 2024

Participants Over Time

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

50250199920122024YearValue
49Latest year 2024

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
2024149$16,277,121$799,676$16,320iApproximate average salary by contribution assumption: employee only about $407,998 at 4% or $271,999 at 6%; with 50% employer match about $271,999 at 4% or $181,332 at 6%; with 100% employer match about $203,999 at 4% or $135,999 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-49$16,277,121$799,676$16,320iApproximate average salary by contribution assumption: employee only about $407,998 at 4% or $271,999 at 6%; with 50% employer match about $271,999 at 4% or $181,332 at 6%; with 100% employer match about $203,999 at 4% or $135,999 at 6%.
2023150$13,740,524$990,455$19,809iApproximate average salary by contribution assumption: employee only about $495,227 at 4% or $330,152 at 6%; with 50% employer match about $330,152 at 4% or $220,101 at 6%; with 100% employer match about $247,614 at 4% or $165,076 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-50$13,740,524$990,455$19,809iApproximate average salary by contribution assumption: employee only about $495,227 at 4% or $330,152 at 6%; with 50% employer match about $330,152 at 4% or $220,101 at 6%; with 100% employer match about $247,614 at 4% or $165,076 at 6%.
2022150$10,816,616$814,308$16,286iApproximate average salary by contribution assumption: employee only about $407,154 at 4% or $271,436 at 6%; with 50% employer match about $271,436 at 4% or $180,957 at 6%; with 100% employer match about $203,577 at 4% or $135,718 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-50$10,816,616$814,308$16,286iApproximate average salary by contribution assumption: employee only about $407,154 at 4% or $271,436 at 6%; with 50% employer match about $271,436 at 4% or $180,957 at 6%; with 100% employer match about $203,577 at 4% or $135,718 at 6%.
2021144$12,492,195$687,878$15,634iApproximate average salary by contribution assumption: employee only about $390,840 at 4% or $260,560 at 6%; with 50% employer match about $260,560 at 4% or $173,707 at 6%; with 100% employer match about $195,420 at 4% or $130,280 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-44$12,492,195$687,878$15,634iApproximate average salary by contribution assumption: employee only about $390,840 at 4% or $260,560 at 6%; with 50% employer match about $260,560 at 4% or $173,707 at 6%; with 100% employer match about $195,420 at 4% or $130,280 at 6%.
2020143$10,534,328$570,853$13,276iApproximate average salary by contribution assumption: employee only about $331,891 at 4% or $221,261 at 6%; with 50% employer match about $221,261 at 4% or $147,507 at 6%; with 100% employer match about $165,946 at 4% or $110,630 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-43$10,534,328$570,853$13,276iApproximate average salary by contribution assumption: employee only about $331,891 at 4% or $221,261 at 6%; with 50% employer match about $221,261 at 4% or $147,507 at 6%; with 100% employer match about $165,946 at 4% or $110,630 at 6%.
2019140$8,215,341$541,947$13,549iApproximate average salary by contribution assumption: employee only about $338,717 at 4% or $225,811 at 6%; with 50% employer match about $225,811 at 4% or $150,541 at 6%; with 100% employer match about $169,358 at 4% or $112,906 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-40$8,215,341$541,947$13,549iApproximate average salary by contribution assumption: employee only about $338,717 at 4% or $225,811 at 6%; with 50% employer match about $225,811 at 4% or $150,541 at 6%; with 100% employer match about $169,358 at 4% or $112,906 at 6%.
2018140$6,461,127$482,180$12,055iApproximate average salary by contribution assumption: employee only about $301,363 at 4% or $200,908 at 6%; with 50% employer match about $200,908 at 4% or $133,939 at 6%; with 100% employer match about $150,681 at 4% or $100,454 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-40$6,461,127$482,180$12,055iApproximate average salary by contribution assumption: employee only about $301,363 at 4% or $200,908 at 6%; with 50% employer match about $200,908 at 4% or $133,939 at 6%; with 100% employer match about $150,681 at 4% or $100,454 at 6%.
2017139$6,391,142$701,641$17,991iApproximate average salary by contribution assumption: employee only about $449,770 at 4% or $299,847 at 6%; with 50% employer match about $299,847 at 4% or $199,898 at 6%; with 100% employer match about $224,885 at 4% or $149,923 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-39$6,391,142$701,641$17,991iApproximate average salary by contribution assumption: employee only about $449,770 at 4% or $299,847 at 6%; with 50% employer match about $299,847 at 4% or $199,898 at 6%; with 100% employer match about $224,885 at 4% or $149,923 at 6%.
2016139$5,668,318$614,141$15,747iApproximate average salary by contribution assumption: employee only about $393,680 at 4% or $262,453 at 6%; with 50% employer match about $262,453 at 4% or $174,969 at 6%; with 100% employer match about $196,840 at 4% or $131,227 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-39$5,668,318$614,141$15,747iApproximate average salary by contribution assumption: employee only about $393,680 at 4% or $262,453 at 6%; with 50% employer match about $262,453 at 4% or $174,969 at 6%; with 100% employer match about $196,840 at 4% or $131,227 at 6%.
2015133$4,806,864$408,392$12,376iApproximate average salary by contribution assumption: employee only about $309,388 at 4% or $206,259 at 6%; with 50% employer match about $206,259 at 4% or $137,506 at 6%; with 100% employer match about $154,694 at 4% or $103,129 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-33$4,806,864$408,392$12,376iApproximate average salary by contribution assumption: employee only about $309,388 at 4% or $206,259 at 6%; with 50% employer match about $206,259 at 4% or $137,506 at 6%; with 100% employer match about $154,694 at 4% or $103,129 at 6%.
2014130$4,445,168$416,536$13,885iApproximate average salary by contribution assumption: employee only about $347,113 at 4% or $231,409 at 6%; with 50% employer match about $231,409 at 4% or $154,273 at 6%; with 100% employer match about $173,557 at 4% or $115,704 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-30$4,445,168$416,536$13,885iApproximate average salary by contribution assumption: employee only about $347,113 at 4% or $231,409 at 6%; with 50% employer match about $231,409 at 4% or $154,273 at 6%; with 100% employer match about $173,557 at 4% or $115,704 at 6%.
2013130$3,878,186$236,717$7,891iApproximate average salary by contribution assumption: employee only about $197,264 at 4% or $131,509 at 6%; with 50% employer match about $131,509 at 4% or $87,673 at 6%; with 100% employer match about $98,632 at 4% or $65,755 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-30$3,878,186$236,717$7,891iApproximate average salary by contribution assumption: employee only about $197,264 at 4% or $131,509 at 6%; with 50% employer match about $131,509 at 4% or $87,673 at 6%; with 100% employer match about $98,632 at 4% or $65,755 at 6%.
2012127$3,213,447$300,200$11,119iApproximate average salary by contribution assumption: employee only about $277,963 at 4% or $185,309 at 6%; with 50% employer match about $185,309 at 4% or $123,539 at 6%; with 100% employer match about $138,981 at 4% or $92,654 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-27$3,213,447$300,200$11,119iApproximate average salary by contribution assumption: employee only about $277,963 at 4% or $185,309 at 6%; with 50% employer match about $185,309 at 4% or $123,539 at 6%; with 100% employer match about $138,981 at 4% or $92,654 at 6%.
2011124$2,780,727$244,993$10,208iApproximate average salary by contribution assumption: employee only about $255,201 at 4% or $170,134 at 6%; with 50% employer match about $170,134 at 4% or $113,423 at 6%; with 100% employer match about $127,601 at 4% or $85,067 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-24$2,780,727$244,993$10,208iApproximate average salary by contribution assumption: employee only about $255,201 at 4% or $170,134 at 6%; with 50% employer match about $170,134 at 4% or $113,423 at 6%; with 100% employer match about $127,601 at 4% or $85,067 at 6%.
2010123$2,749,739$248,544$10,806iApproximate average salary by contribution assumption: employee only about $270,157 at 4% or $180,104 at 6%; with 50% employer match about $180,104 at 4% or $120,070 at 6%; with 100% employer match about $135,078 at 4% or $90,052 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-23$2,749,739$248,544$10,806iApproximate average salary by contribution assumption: employee only about $270,157 at 4% or $180,104 at 6%; with 50% employer match about $180,104 at 4% or $120,070 at 6%; with 100% employer match about $135,078 at 4% or $90,052 at 6%.
2009125$2,733,826$190,245$7,610iApproximate average salary by contribution assumption: employee only about $190,245 at 4% or $126,830 at 6%; with 50% employer match about $126,830 at 4% or $84,553 at 6%; with 100% employer match about $95,123 at 4% or $63,415 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-25$2,733,826$190,245$7,610iApproximate average salary by contribution assumption: employee only about $190,245 at 4% or $126,830 at 6%; with 50% employer match about $126,830 at 4% or $84,553 at 6%; with 100% employer match about $95,123 at 4% or $63,415 at 6%.
2008122$1,976,520$192,845$8,766iApproximate average salary by contribution assumption: employee only about $219,142 at 4% or $146,095 at 6%; with 50% employer match about $146,095 at 4% or $97,396 at 6%; with 100% employer match about $109,571 at 4% or $73,047 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-22$1,976,520$192,845$8,766iApproximate average salary by contribution assumption: employee only about $219,142 at 4% or $146,095 at 6%; with 50% employer match about $146,095 at 4% or $97,396 at 6%; with 100% employer match about $109,571 at 4% or $73,047 at 6%.
2007124$3,005,954$267,748$11,156iApproximate average salary by contribution assumption: employee only about $278,904 at 4% or $185,936 at 6%; with 50% employer match about $185,936 at 4% or $123,957 at 6%; with 100% employer match about $139,452 at 4% or $92,968 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-24$3,005,954$267,748$11,156iApproximate average salary by contribution assumption: employee only about $278,904 at 4% or $185,936 at 6%; with 50% employer match about $185,936 at 4% or $123,957 at 6%; with 100% employer match about $139,452 at 4% or $92,968 at 6%.
2006127$2,639,279$596,444$22,091iApproximate average salary by contribution assumption: employee only about $552,263 at 4% or $368,175 at 6%; with 50% employer match about $368,175 at 4% or $245,450 at 6%; with 100% employer match about $276,131 at 4% or $184,088 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-27$2,639,279$596,444$22,091iApproximate average salary by contribution assumption: employee only about $552,263 at 4% or $368,175 at 6%; with 50% employer match about $368,175 at 4% or $245,450 at 6%; with 100% employer match about $276,131 at 4% or $184,088 at 6%.
2005124$1,770,602$248,361$10,348iApproximate average salary by contribution assumption: employee only about $258,709 at 4% or $172,473 at 6%; with 50% employer match about $172,473 at 4% or $114,982 at 6%; with 100% employer match about $129,355 at 4% or $86,236 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-24$1,770,602$248,361$10,348iApproximate average salary by contribution assumption: employee only about $258,709 at 4% or $172,473 at 6%; with 50% employer match about $172,473 at 4% or $114,982 at 6%; with 100% employer match about $129,355 at 4% or $86,236 at 6%.
2004124$1,468,972$227,677$9,487iApproximate average salary by contribution assumption: employee only about $237,164 at 4% or $158,109 at 6%; with 50% employer match about $158,109 at 4% or $105,406 at 6%; with 100% employer match about $118,582 at 4% or $79,055 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-24$1,468,972$227,677$9,487iApproximate average salary by contribution assumption: employee only about $237,164 at 4% or $158,109 at 6%; with 50% employer match about $158,109 at 4% or $105,406 at 6%; with 100% employer match about $118,582 at 4% or $79,055 at 6%.
2003124$1,143,412$201,456$8,394iApproximate average salary by contribution assumption: employee only about $209,850 at 4% or $139,900 at 6%; with 50% employer match about $139,900 at 4% or $93,267 at 6%; with 100% employer match about $104,925 at 4% or $69,950 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-24$1,143,412$201,456$8,394iApproximate average salary by contribution assumption: employee only about $209,850 at 4% or $139,900 at 6%; with 50% employer match about $139,900 at 4% or $93,267 at 6%; with 100% employer match about $104,925 at 4% or $69,950 at 6%.
2002124$708,763$214,243$8,927iApproximate average salary by contribution assumption: employee only about $223,170 at 4% or $148,780 at 6%; with 50% employer match about $148,780 at 4% or $99,187 at 6%; with 100% employer match about $111,585 at 4% or $74,390 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-24$708,763$214,243$8,927iApproximate average salary by contribution assumption: employee only about $223,170 at 4% or $148,780 at 6%; with 50% employer match about $148,780 at 4% or $99,187 at 6%; with 100% employer match about $111,585 at 4% or $74,390 at 6%.
2001220$675,753$184,684$9,234iApproximate average salary by contribution assumption: employee only about $230,855 at 4% or $153,903 at 6%; with 50% employer match about $153,903 at 4% or $102,602 at 6%; with 100% employer match about $115,428 at 4% or $76,952 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-20$675,753$184,684$9,234iApproximate average salary by contribution assumption: employee only about $230,855 at 4% or $153,903 at 6%; with 50% employer match about $153,903 at 4% or $102,602 at 6%; with 100% employer match about $115,428 at 4% or $76,952 at 6%.
Cobblestone Capital Advisors LLC Money Purchase Plan-0---
2000217$578,524$383,337$22,549iApproximate average salary by contribution assumption: employee only about $563,731 at 4% or $375,821 at 6%; with 50% employer match about $375,821 at 4% or $250,547 at 6%; with 100% employer match about $281,865 at 4% or $187,910 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-17$532,919$337,732$19,867iApproximate average salary by contribution assumption: employee only about $496,665 at 4% or $331,110 at 6%; with 50% employer match about $331,110 at 4% or $220,740 at 6%; with 100% employer match about $248,332 at 4% or $165,555 at 6%.
Cobblestone Capital Advisors LLC Money Purchase Plan-17$45,605$45,605$2,683iApproximate average salary by contribution assumption: employee only about $67,066 at 4% or $44,711 at 6%; with 50% employer match about $44,711 at 4% or $29,807 at 6%; with 100% employer match about $33,533 at 4% or $22,355 at 6%.
1999114$146,978$125,942$8,996iApproximate average salary by contribution assumption: employee only about $224,896 at 4% or $149,931 at 6%; with 50% employer match about $149,931 at 4% or $99,954 at 6%; with 100% employer match about $112,448 at 4% or $74,965 at 6%.
Cobblestone Capital Advisors 401K Profit Sharing Plan & Trust-14$146,978$125,942$8,996iApproximate average salary by contribution assumption: employee only about $224,896 at 4% or $149,931 at 6%; with 50% employer match about $149,931 at 4% or $99,954 at 6%; with 100% employer match about $112,448 at 4% or $74,965 at 6%.