Civic Intelligence

Buddy H. Coffey, CPA PC.

Plan context: Buddy H. Coffey, CPA PC. 401(K) Plan

EIN 20-3826806 • Dalton, GA • 18 filings • 2 plans

201 North Thornton AvenueP.O. Box 1029Dalton, GA 30722-1029
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,418,247

2024 Contributions

$45,367

Historical Graphs

Total Assets Over Time

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

$2,418,247$1,209,124$0200720162024YearValue
$2,418,247Latest year 2024

Participants Over Time

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

740200720162024YearValue
7Latest 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
202417$2,418,247$45,367$6,481iApproximate average salary by contribution assumption: employee only about $162,025 at 4% or $108,017 at 6%; with 50% employer match about $108,017 at 4% or $72,011 at 6%; with 100% employer match about $81,013 at 4% or $54,008 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-7$2,418,247$45,367$6,481iApproximate average salary by contribution assumption: employee only about $162,025 at 4% or $108,017 at 6%; with 50% employer match about $108,017 at 4% or $72,011 at 6%; with 100% employer match about $81,013 at 4% or $54,008 at 6%.
202317$2,198,241$46,470$6,639iApproximate average salary by contribution assumption: employee only about $165,964 at 4% or $110,643 at 6%; with 50% employer match about $110,643 at 4% or $73,762 at 6%; with 100% employer match about $82,982 at 4% or $55,321 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-7$2,198,241$46,470$6,639iApproximate average salary by contribution assumption: employee only about $165,964 at 4% or $110,643 at 6%; with 50% employer match about $110,643 at 4% or $73,762 at 6%; with 100% employer match about $82,982 at 4% or $55,321 at 6%.
202217$1,997,867$74,175$10,596iApproximate average salary by contribution assumption: employee only about $264,911 at 4% or $176,607 at 6%; with 50% employer match about $176,607 at 4% or $117,738 at 6%; with 100% employer match about $132,455 at 4% or $88,304 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-7$1,997,867$74,175$10,596iApproximate average salary by contribution assumption: employee only about $264,911 at 4% or $176,607 at 6%; with 50% employer match about $176,607 at 4% or $117,738 at 6%; with 100% employer match about $132,455 at 4% or $88,304 at 6%.
202116$2,156,358$70,933$11,822iApproximate average salary by contribution assumption: employee only about $295,554 at 4% or $197,036 at 6%; with 50% employer match about $197,036 at 4% or $131,357 at 6%; with 100% employer match about $147,777 at 4% or $98,518 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-6$2,156,358$70,933$11,822iApproximate average salary by contribution assumption: employee only about $295,554 at 4% or $197,036 at 6%; with 50% employer match about $197,036 at 4% or $131,357 at 6%; with 100% employer match about $147,777 at 4% or $98,518 at 6%.
202016$1,998,768$66,039$11,007iApproximate average salary by contribution assumption: employee only about $275,163 at 4% or $183,442 at 6%; with 50% employer match about $183,442 at 4% or $122,294 at 6%; with 100% employer match about $137,581 at 4% or $91,721 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-6$1,998,768$66,039$11,007iApproximate average salary by contribution assumption: employee only about $275,163 at 4% or $183,442 at 6%; with 50% employer match about $183,442 at 4% or $122,294 at 6%; with 100% employer match about $137,581 at 4% or $91,721 at 6%.
201916$1,906,449$63,114$10,519iApproximate average salary by contribution assumption: employee only about $262,975 at 4% or $175,317 at 6%; with 50% employer match about $175,317 at 4% or $116,878 at 6%; with 100% employer match about $131,488 at 4% or $87,658 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-6$1,906,449$63,114$10,519iApproximate average salary by contribution assumption: employee only about $262,975 at 4% or $175,317 at 6%; with 50% employer match about $175,317 at 4% or $116,878 at 6%; with 100% employer match about $131,488 at 4% or $87,658 at 6%.
201816$1,506,933$61,353$10,226iApproximate average salary by contribution assumption: employee only about $255,638 at 4% or $170,425 at 6%; with 50% employer match about $170,425 at 4% or $113,617 at 6%; with 100% employer match about $127,819 at 4% or $85,213 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-6$1,506,933$61,353$10,226iApproximate average salary by contribution assumption: employee only about $255,638 at 4% or $170,425 at 6%; with 50% employer match about $170,425 at 4% or $113,617 at 6%; with 100% employer match about $127,819 at 4% or $85,213 at 6%.
201716$1,565,761$60,532$10,089iApproximate average salary by contribution assumption: employee only about $252,217 at 4% or $168,144 at 6%; with 50% employer match about $168,144 at 4% or $112,096 at 6%; with 100% employer match about $126,108 at 4% or $84,072 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-6$1,565,761$60,532$10,089iApproximate average salary by contribution assumption: employee only about $252,217 at 4% or $168,144 at 6%; with 50% employer match about $168,144 at 4% or $112,096 at 6%; with 100% employer match about $126,108 at 4% or $84,072 at 6%.
201616$1,426,152$54,589$9,098iApproximate average salary by contribution assumption: employee only about $227,454 at 4% or $151,636 at 6%; with 50% employer match about $151,636 at 4% or $101,091 at 6%; with 100% employer match about $113,727 at 4% or $75,818 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-6$1,426,152$54,589$9,098iApproximate average salary by contribution assumption: employee only about $227,454 at 4% or $151,636 at 6%; with 50% employer match about $151,636 at 4% or $101,091 at 6%; with 100% employer match about $113,727 at 4% or $75,818 at 6%.
201514$1,272,818$48,147$12,037iApproximate average salary by contribution assumption: employee only about $300,919 at 4% or $200,613 at 6%; with 50% employer match about $200,613 at 4% or $133,742 at 6%; with 100% employer match about $150,459 at 4% or $100,306 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-4$1,272,818$48,147$12,037iApproximate average salary by contribution assumption: employee only about $300,919 at 4% or $200,613 at 6%; with 50% employer match about $200,613 at 4% or $133,742 at 6%; with 100% employer match about $150,459 at 4% or $100,306 at 6%.
201415$1,223,639$46,314$9,263iApproximate average salary by contribution assumption: employee only about $231,570 at 4% or $154,380 at 6%; with 50% employer match about $154,380 at 4% or $102,920 at 6%; with 100% employer match about $115,785 at 4% or $77,190 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-5$1,223,639$46,314$9,263iApproximate average salary by contribution assumption: employee only about $231,570 at 4% or $154,380 at 6%; with 50% employer match about $154,380 at 4% or $102,920 at 6%; with 100% employer match about $115,785 at 4% or $77,190 at 6%.
201316$1,099,833$50,531$8,422iApproximate average salary by contribution assumption: employee only about $210,546 at 4% or $140,364 at 6%; with 50% employer match about $140,364 at 4% or $93,576 at 6%; with 100% employer match about $105,273 at 4% or $70,182 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-6$1,099,833$50,531$8,422iApproximate average salary by contribution assumption: employee only about $210,546 at 4% or $140,364 at 6%; with 50% employer match about $140,364 at 4% or $93,576 at 6%; with 100% employer match about $105,273 at 4% or $70,182 at 6%.
201215$853,790$48,889$9,778iApproximate average salary by contribution assumption: employee only about $244,445 at 4% or $162,963 at 6%; with 50% employer match about $162,963 at 4% or $108,642 at 6%; with 100% employer match about $122,222 at 4% or $81,482 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-5$853,790$48,889$9,778iApproximate average salary by contribution assumption: employee only about $244,445 at 4% or $162,963 at 6%; with 50% employer match about $162,963 at 4% or $108,642 at 6%; with 100% employer match about $122,222 at 4% or $81,482 at 6%.
201114$702,022$47,196$11,799iApproximate average salary by contribution assumption: employee only about $294,975 at 4% or $196,650 at 6%; with 50% employer match about $196,650 at 4% or $131,100 at 6%; with 100% employer match about $147,488 at 4% or $98,325 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-4$702,022$47,196$11,799iApproximate average salary by contribution assumption: employee only about $294,975 at 4% or $196,650 at 6%; with 50% employer match about $196,650 at 4% or $131,100 at 6%; with 100% employer match about $147,488 at 4% or $98,325 at 6%.
201015$665,243$46,986$9,397iApproximate average salary by contribution assumption: employee only about $234,930 at 4% or $156,620 at 6%; with 50% employer match about $156,620 at 4% or $104,413 at 6%; with 100% employer match about $117,465 at 4% or $78,310 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-5$665,243$46,986$9,397iApproximate average salary by contribution assumption: employee only about $234,930 at 4% or $156,620 at 6%; with 50% employer match about $156,620 at 4% or $104,413 at 6%; with 100% employer match about $117,465 at 4% or $78,310 at 6%.
200914$562,672$46,007$11,502iApproximate average salary by contribution assumption: employee only about $287,544 at 4% or $191,696 at 6%; with 50% employer match about $191,696 at 4% or $127,797 at 6%; with 100% employer match about $143,772 at 4% or $95,848 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-4$562,672$46,007$11,502iApproximate average salary by contribution assumption: employee only about $287,544 at 4% or $191,696 at 6%; with 50% employer match about $191,696 at 4% or $127,797 at 6%; with 100% employer match about $143,772 at 4% or $95,848 at 6%.
200814$411,017$44,197$11,049iApproximate average salary by contribution assumption: employee only about $276,231 at 4% or $184,154 at 6%; with 50% employer match about $184,154 at 4% or $122,769 at 6%; with 100% employer match about $138,116 at 4% or $92,077 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-4$411,017$44,197$11,049iApproximate average salary by contribution assumption: employee only about $276,231 at 4% or $184,154 at 6%; with 50% employer match about $184,154 at 4% or $122,769 at 6%; with 100% employer match about $138,116 at 4% or $92,077 at 6%.
200715$546,302$509,434$101,887iApproximate average salary by contribution assumption: employee only about $2,547,170 at 4% or $1,698,113 at 6%; with 50% employer match about $1,698,113 at 4% or $1,132,076 at 6%; with 100% employer match about $1,273,585 at 4% or $849,057 at 6%.
Buddy H. Coffey, CPA PC. 401(K) Plan-5$546,302$509,434$101,887iApproximate average salary by contribution assumption: employee only about $2,547,170 at 4% or $1,698,113 at 6%; with 50% employer match about $1,698,113 at 4% or $1,132,076 at 6%; with 100% employer match about $1,273,585 at 4% or $849,057 at 6%.