Civic Intelligence

Cold Stream Management Inc.

Plan context: Cold Stream Management Inc. 401(K) Profit Sharing Plan

EIN 20-1663246 • Park City, UT • 4 filings • 1 plans

P.O. Box 1318Park City, UT 84060
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$585,908

2025 Contributions

$150,774

Historical Graphs

Total Assets Over Time

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

$585,908$292,954$0202220242025YearValue
$585,908Latest year 2025

Participants Over Time

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

1470202220242025YearValue
14Latest year 2025

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
2025114$585,908$150,774$10,770iApproximate average salary by contribution assumption: employee only about $269,239 at 4% or $179,493 at 6%; with 50% employer match about $179,493 at 4% or $119,662 at 6%; with 100% employer match about $134,620 at 4% or $89,746 at 6%.
Cold Stream Management Inc. 401(K) Profit Sharing Plan-14$585,908$150,774$10,770iApproximate average salary by contribution assumption: employee only about $269,239 at 4% or $179,493 at 6%; with 50% employer match about $179,493 at 4% or $119,662 at 6%; with 100% employer match about $134,620 at 4% or $89,746 at 6%.
2024114$380,495$131,645$9,403iApproximate average salary by contribution assumption: employee only about $235,080 at 4% or $156,720 at 6%; with 50% employer match about $156,720 at 4% or $104,480 at 6%; with 100% employer match about $117,540 at 4% or $78,360 at 6%.
Cold Stream Management Inc. 401(K) Profit Sharing Plan-14$380,495$131,645$9,403iApproximate average salary by contribution assumption: employee only about $235,080 at 4% or $156,720 at 6%; with 50% employer match about $156,720 at 4% or $104,480 at 6%; with 100% employer match about $117,540 at 4% or $78,360 at 6%.
2023114$228,216$112,873$8,062iApproximate average salary by contribution assumption: employee only about $201,559 at 4% or $134,373 at 6%; with 50% employer match about $134,373 at 4% or $89,582 at 6%; with 100% employer match about $100,779 at 4% or $67,186 at 6%.
Cold Stream Management Inc. 401(K) Profit Sharing Plan-14$228,216$112,873$8,062iApproximate average salary by contribution assumption: employee only about $201,559 at 4% or $134,373 at 6%; with 50% employer match about $134,373 at 4% or $89,582 at 6%; with 100% employer match about $100,779 at 4% or $67,186 at 6%.
2022112$97,171$102,031$8,503iApproximate average salary by contribution assumption: employee only about $212,565 at 4% or $141,710 at 6%; with 50% employer match about $141,710 at 4% or $94,473 at 6%; with 100% employer match about $106,282 at 4% or $70,855 at 6%.
Cold Stream Management Inc. 401(K) Profit Sharing Plan-12$97,171$102,031$8,503iApproximate average salary by contribution assumption: employee only about $212,565 at 4% or $141,710 at 6%; with 50% employer match about $141,710 at 4% or $94,473 at 6%; with 100% employer match about $106,282 at 4% or $70,855 at 6%.