Civic Intelligence

Coleman, Hazzard & Taylor, Pa

Plan context: Coleman, Hazzard & Taylor, Pa 401K Retirement Plan

EIN 20-1618587 • Naples, FL • 19 filings • 9 plans

4099 Tamiami Trail N., Ste. 201Naples, FL 34103
Current Snapshot

Latest Year

2023

2023 Participants

23

2023 Assets

$8,532,212

2023 Contributions

$370,385

Historical Graphs

Total Assets Over Time

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

$8,532,212$4,266,106$0200520142023YearValue
$8,532,212Latest year 2023

Participants Over Time

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

23120200520142023YearValue
23Latest year 2023

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
2023123$8,532,212$370,385$16,104iApproximate average salary by contribution assumption: employee only about $402,592 at 4% or $268,395 at 6%; with 50% employer match about $268,395 at 4% or $178,930 at 6%; with 100% employer match about $201,296 at 4% or $134,197 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-23$8,532,212$370,385$16,104iApproximate average salary by contribution assumption: employee only about $402,592 at 4% or $268,395 at 6%; with 50% employer match about $268,395 at 4% or $178,930 at 6%; with 100% employer match about $201,296 at 4% or $134,197 at 6%.
2022121$7,075,016$330,145$15,721iApproximate average salary by contribution assumption: employee only about $393,030 at 4% or $262,020 at 6%; with 50% employer match about $262,020 at 4% or $174,680 at 6%; with 100% employer match about $196,515 at 4% or $131,010 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-21$7,075,016$330,145$15,721iApproximate average salary by contribution assumption: employee only about $393,030 at 4% or $262,020 at 6%; with 50% employer match about $262,020 at 4% or $174,680 at 6%; with 100% employer match about $196,515 at 4% or $131,010 at 6%.
2021120$8,064,544$311,318$15,566iApproximate average salary by contribution assumption: employee only about $389,148 at 4% or $259,432 at 6%; with 50% employer match about $259,432 at 4% or $172,954 at 6%; with 100% employer match about $194,574 at 4% or $129,716 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-20$8,064,544$311,318$15,566iApproximate average salary by contribution assumption: employee only about $389,148 at 4% or $259,432 at 6%; with 50% employer match about $259,432 at 4% or $172,954 at 6%; with 100% employer match about $194,574 at 4% or $129,716 at 6%.
2020120$6,940,810$266,559$13,328iApproximate average salary by contribution assumption: employee only about $333,199 at 4% or $222,133 at 6%; with 50% employer match about $222,133 at 4% or $148,088 at 6%; with 100% employer match about $166,599 at 4% or $111,066 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-20$6,940,810$266,559$13,328iApproximate average salary by contribution assumption: employee only about $333,199 at 4% or $222,133 at 6%; with 50% employer match about $222,133 at 4% or $148,088 at 6%; with 100% employer match about $166,599 at 4% or $111,066 at 6%.
2019119$5,665,134$246,987$12,999iApproximate average salary by contribution assumption: employee only about $324,983 at 4% or $216,655 at 6%; with 50% employer match about $216,655 at 4% or $144,437 at 6%; with 100% employer match about $162,491 at 4% or $108,328 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-19$5,665,134$246,987$12,999iApproximate average salary by contribution assumption: employee only about $324,983 at 4% or $216,655 at 6%; with 50% employer match about $216,655 at 4% or $144,437 at 6%; with 100% employer match about $162,491 at 4% or $108,328 at 6%.
2018118$4,560,810$1,134,201$63,011iApproximate average salary by contribution assumption: employee only about $1,575,279 at 4% or $1,050,186 at 6%; with 50% employer match about $1,050,186 at 4% or $700,124 at 6%; with 100% employer match about $787,640 at 4% or $525,093 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-18$4,560,810$1,134,201$63,011iApproximate average salary by contribution assumption: employee only about $1,575,279 at 4% or $1,050,186 at 6%; with 50% employer match about $1,050,186 at 4% or $700,124 at 6%; with 100% employer match about $787,640 at 4% or $525,093 at 6%.
2017113$3,624,200$254,305$19,562iApproximate average salary by contribution assumption: employee only about $489,048 at 4% or $326,032 at 6%; with 50% employer match about $326,032 at 4% or $217,355 at 6%; with 100% employer match about $244,524 at 4% or $163,016 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-13$3,624,200$254,305$19,562iApproximate average salary by contribution assumption: employee only about $489,048 at 4% or $326,032 at 6%; with 50% employer match about $326,032 at 4% or $217,355 at 6%; with 100% employer match about $244,524 at 4% or $163,016 at 6%.
2016115$2,995,721$225,322$15,021iApproximate average salary by contribution assumption: employee only about $375,537 at 4% or $250,358 at 6%; with 50% employer match about $250,358 at 4% or $166,905 at 6%; with 100% employer match about $187,768 at 4% or $125,179 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-15$2,995,721$225,322$15,021iApproximate average salary by contribution assumption: employee only about $375,537 at 4% or $250,358 at 6%; with 50% employer match about $250,358 at 4% or $166,905 at 6%; with 100% employer match about $187,768 at 4% or $125,179 at 6%.
2015114$2,672,250$267,711$19,122iApproximate average salary by contribution assumption: employee only about $478,055 at 4% or $318,704 at 6%; with 50% employer match about $318,704 at 4% or $212,469 at 6%; with 100% employer match about $239,028 at 4% or $159,352 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-14$2,672,250$267,711$19,122iApproximate average salary by contribution assumption: employee only about $478,055 at 4% or $318,704 at 6%; with 50% employer match about $318,704 at 4% or $212,469 at 6%; with 100% employer match about $239,028 at 4% or $159,352 at 6%.
201416$2,610,468$179,385$29,898iApproximate average salary by contribution assumption: employee only about $747,438 at 4% or $498,292 at 6%; with 50% employer match about $498,292 at 4% or $332,194 at 6%; with 100% employer match about $373,719 at 4% or $249,146 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-6$2,610,468$179,385$29,898iApproximate average salary by contribution assumption: employee only about $747,438 at 4% or $498,292 at 6%; with 50% employer match about $498,292 at 4% or $332,194 at 6%; with 100% employer match about $373,719 at 4% or $249,146 at 6%.
201319$2,540,163$157,244$17,472iApproximate average salary by contribution assumption: employee only about $436,789 at 4% or $291,193 at 6%; with 50% employer match about $291,193 at 4% or $194,128 at 6%; with 100% employer match about $218,394 at 4% or $145,596 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-9$2,540,163$157,244$17,472iApproximate average salary by contribution assumption: employee only about $436,789 at 4% or $291,193 at 6%; with 50% employer match about $291,193 at 4% or $194,128 at 6%; with 100% employer match about $218,394 at 4% or $145,596 at 6%.
201218$2,163,814$146,636$18,330iApproximate average salary by contribution assumption: employee only about $458,238 at 4% or $305,492 at 6%; with 50% employer match about $305,492 at 4% or $203,661 at 6%; with 100% employer match about $229,119 at 4% or $152,746 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-8$2,163,814$146,636$18,330iApproximate average salary by contribution assumption: employee only about $458,238 at 4% or $305,492 at 6%; with 50% employer match about $305,492 at 4% or $203,661 at 6%; with 100% employer match about $229,119 at 4% or $152,746 at 6%.
2011110$1,993,333$84,794$8,479iApproximate average salary by contribution assumption: employee only about $211,985 at 4% or $141,323 at 6%; with 50% employer match about $141,323 at 4% or $94,216 at 6%; with 100% employer match about $105,993 at 4% or $70,662 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-10$1,993,333$84,794$8,479iApproximate average salary by contribution assumption: employee only about $211,985 at 4% or $141,323 at 6%; with 50% employer match about $141,323 at 4% or $94,216 at 6%; with 100% employer match about $105,993 at 4% or $70,662 at 6%.
2010115$2,036,677$156,775$10,452iApproximate average salary by contribution assumption: employee only about $261,292 at 4% or $174,194 at 6%; with 50% employer match about $174,194 at 4% or $116,130 at 6%; with 100% employer match about $130,646 at 4% or $87,097 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-15$2,036,677$156,775$10,452iApproximate average salary by contribution assumption: employee only about $261,292 at 4% or $174,194 at 6%; with 50% employer match about $174,194 at 4% or $116,130 at 6%; with 100% employer match about $130,646 at 4% or $87,097 at 6%.
2009115$1,733,226$169,496$11,300iApproximate average salary by contribution assumption: employee only about $282,493 at 4% or $188,329 at 6%; with 50% employer match about $188,329 at 4% or $125,553 at 6%; with 100% employer match about $141,247 at 4% or $94,164 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-15$1,733,226$169,496$11,300iApproximate average salary by contribution assumption: employee only about $282,493 at 4% or $188,329 at 6%; with 50% employer match about $188,329 at 4% or $125,553 at 6%; with 100% employer match about $141,247 at 4% or $94,164 at 6%.
2008113$1,472,434$157,400$12,108iApproximate average salary by contribution assumption: employee only about $302,692 at 4% or $201,795 at 6%; with 50% employer match about $201,795 at 4% or $134,530 at 6%; with 100% employer match about $151,346 at 4% or $100,897 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-13$1,472,434$157,400$12,108iApproximate average salary by contribution assumption: employee only about $302,692 at 4% or $201,795 at 6%; with 50% employer match about $201,795 at 4% or $134,530 at 6%; with 100% employer match about $151,346 at 4% or $100,897 at 6%.
2007110$1,537,865$151,908$15,191iApproximate average salary by contribution assumption: employee only about $379,770 at 4% or $253,180 at 6%; with 50% employer match about $253,180 at 4% or $168,787 at 6%; with 100% employer match about $189,885 at 4% or $126,590 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-10$1,537,865$151,908$15,191iApproximate average salary by contribution assumption: employee only about $379,770 at 4% or $253,180 at 6%; with 50% employer match about $253,180 at 4% or $168,787 at 6%; with 100% employer match about $189,885 at 4% or $126,590 at 6%.
2006111$1,357,617$91,306$8,301iApproximate average salary by contribution assumption: employee only about $207,514 at 4% or $138,342 at 6%; with 50% employer match about $138,342 at 4% or $92,228 at 6%; with 100% employer match about $103,757 at 4% or $69,171 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-11$1,357,617$91,306$8,301iApproximate average salary by contribution assumption: employee only about $207,514 at 4% or $138,342 at 6%; with 50% employer match about $138,342 at 4% or $92,228 at 6%; with 100% employer match about $103,757 at 4% or $69,171 at 6%.
2005110$1,121,852$1,045,659$104,566iApproximate average salary by contribution assumption: employee only about $2,614,148 at 4% or $1,742,765 at 6%; with 50% employer match about $1,742,765 at 4% or $1,161,843 at 6%; with 100% employer match about $1,307,074 at 4% or $871,383 at 6%.
Coleman, Hazzard & Taylor, Pa 401K Retirement Plan-10$1,121,852$1,045,659$104,566iApproximate average salary by contribution assumption: employee only about $2,614,148 at 4% or $1,742,765 at 6%; with 50% employer match about $1,742,765 at 4% or $1,161,843 at 6%; with 100% employer match about $1,307,074 at 4% or $871,383 at 6%.