Civic Intelligence

Kevin H Pratt

Plan context: Coalesce LLC 401 K Profit Sharing Plan Trust

EIN 20-5605722 • Fountain Valley, CA • 10 filings • 2 plans

17255 ButtonwoodFountain Valley, CA 92708
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$618,332

2022 Contributions

$32,732

Historical Graphs

Total Assets Over Time

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

$753,424$376,712$0201320182022YearValue
$618,332Latest year 2022

Participants Over Time

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

210201320182022YearValue
2Latest year 2022

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
202212$618,332$0-
Coalesce LLC 401 K Profit Sharing Plan Trust-2$618,332$0-
202112$753,424$32,732$16,366iApproximate average salary by contribution assumption: employee only about $409,150 at 4% or $272,767 at 6%; with 50% employer match about $272,767 at 4% or $181,844 at 6%; with 100% employer match about $204,575 at 4% or $136,383 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-2$753,424$32,732$16,366iApproximate average salary by contribution assumption: employee only about $409,150 at 4% or $272,767 at 6%; with 50% employer match about $272,767 at 4% or $181,844 at 6%; with 100% employer match about $204,575 at 4% or $136,383 at 6%.
202012$646,505$42,954$21,477iApproximate average salary by contribution assumption: employee only about $536,925 at 4% or $357,950 at 6%; with 50% employer match about $357,950 at 4% or $238,633 at 6%; with 100% employer match about $268,463 at 4% or $178,975 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-2$646,505$42,954$21,477iApproximate average salary by contribution assumption: employee only about $536,925 at 4% or $357,950 at 6%; with 50% employer match about $357,950 at 4% or $238,633 at 6%; with 100% employer match about $268,463 at 4% or $178,975 at 6%.
201912$515,176$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-2$515,176$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201812$377,061$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-2$377,061$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201712$344,348$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-2$344,348$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201612$248,814$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-2$248,814$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201512$189,386$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-2$189,386$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201412$166,551$83,252$41,626iApproximate average salary by contribution assumption: employee only about $1,040,650 at 4% or $693,767 at 6%; with 50% employer match about $693,767 at 4% or $462,511 at 6%; with 100% employer match about $520,325 at 4% or $346,883 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-2$166,551$83,252$41,626iApproximate average salary by contribution assumption: employee only about $1,040,650 at 4% or $693,767 at 6%; with 50% employer match about $693,767 at 4% or $462,511 at 6%; with 100% employer match about $520,325 at 4% or $346,883 at 6%.
201311$74,007$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Coalesce LLC 401 K Profit Sharing Plan Trust-1$74,007$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.