Costa Supply Inc.
Plan context: Costa Supply Inc. Cash Balance Plan
EIN 20-5757976 • Houston, TX • 28 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$5,306,831
2024 Contributions
$102,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 2 | $5,306,831 | $102,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 2 | $3,442,610 | $0 | - |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 2 | $1,864,221 | $102,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| 2023 | 2 | 2 | $4,640,830 | $354,683 | $177,342iApproximate average salary by contribution assumption: employee only about $4,433,538 at 4% or $2,955,692 at 6%; with 50% employer match about $2,955,692 at 4% or $1,970,461 at 6%; with 100% employer match about $2,216,769 at 4% or $1,477,846 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 2 | $3,071,326 | $253,683 | $126,842iApproximate average salary by contribution assumption: employee only about $3,171,038 at 4% or $2,114,025 at 6%; with 50% employer match about $2,114,025 at 4% or $1,409,350 at 6%; with 100% employer match about $1,585,519 at 4% or $1,057,013 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 2 | $1,569,504 | $101,000 | $50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%. |
| 2022 | 2 | 2 | $3,790,007 | $257,918 | $128,959iApproximate average salary by contribution assumption: employee only about $3,223,975 at 4% or $2,149,317 at 6%; with 50% employer match about $2,149,317 at 4% or $1,432,878 at 6%; with 100% employer match about $1,611,988 at 4% or $1,074,658 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 2 | $2,493,929 | $170,418 | $85,209iApproximate average salary by contribution assumption: employee only about $2,130,225 at 4% or $1,420,150 at 6%; with 50% employer match about $1,420,150 at 4% or $946,767 at 6%; with 100% employer match about $1,065,113 at 4% or $710,075 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 2 | $1,296,078 | $87,500 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| 2021 | 2 | 3 | $5,909,709 | $368,228 | $122,743iApproximate average salary by contribution assumption: employee only about $3,068,567 at 4% or $2,045,711 at 6%; with 50% employer match about $2,045,711 at 4% or $1,363,807 at 6%; with 100% employer match about $1,534,283 at 4% or $1,022,856 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $3,955,484 | $232,728 | $77,576iApproximate average salary by contribution assumption: employee only about $1,939,400 at 4% or $1,292,933 at 6%; with 50% employer match about $1,292,933 at 4% or $861,956 at 6%; with 100% employer match about $969,700 at 4% or $646,467 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 3 | $1,954,225 | $135,500 | $45,167iApproximate average salary by contribution assumption: employee only about $1,129,167 at 4% or $752,778 at 6%; with 50% employer match about $752,778 at 4% or $501,852 at 6%; with 100% employer match about $564,583 at 4% or $376,389 at 6%. |
| 2020 | 2 | 3 | $4,933,479 | $480,442 | $160,147iApproximate average salary by contribution assumption: employee only about $4,003,683 at 4% or $2,669,122 at 6%; with 50% employer match about $2,669,122 at 4% or $1,779,415 at 6%; with 100% employer match about $2,001,842 at 4% or $1,334,561 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $3,314,113 | $340,868 | $113,623iApproximate average salary by contribution assumption: employee only about $2,840,567 at 4% or $1,893,711 at 6%; with 50% employer match about $1,893,711 at 4% or $1,262,474 at 6%; with 100% employer match about $1,420,283 at 4% or $946,856 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 3 | $1,619,366 | $139,574 | $46,525iApproximate average salary by contribution assumption: employee only about $1,163,117 at 4% or $775,411 at 6%; with 50% employer match about $775,411 at 4% or $516,941 at 6%; with 100% employer match about $581,558 at 4% or $387,706 at 6%. |
| 2019 | 2 | 3 | $4,009,682 | $513,505 | $171,168iApproximate average salary by contribution assumption: employee only about $4,279,208 at 4% or $2,852,806 at 6%; with 50% employer match about $2,852,806 at 4% or $1,901,870 at 6%; with 100% employer match about $2,139,604 at 4% or $1,426,403 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $2,679,701 | $365,357 | $121,786iApproximate average salary by contribution assumption: employee only about $3,044,642 at 4% or $2,029,761 at 6%; with 50% employer match about $2,029,761 at 4% or $1,353,174 at 6%; with 100% employer match about $1,522,321 at 4% or $1,014,881 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 3 | $1,329,981 | $148,148 | $49,383iApproximate average salary by contribution assumption: employee only about $1,234,567 at 4% or $823,044 at 6%; with 50% employer match about $823,044 at 4% or $548,696 at 6%; with 100% employer match about $617,283 at 4% or $411,522 at 6%. |
| 2018 | 2 | 3 | $2,941,764 | $500,844 | $166,948iApproximate average salary by contribution assumption: employee only about $4,173,700 at 4% or $2,782,467 at 6%; with 50% employer match about $2,782,467 at 4% or $1,854,978 at 6%; with 100% employer match about $2,086,850 at 4% or $1,391,233 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $1,946,977 | $335,844 | $111,948iApproximate average salary by contribution assumption: employee only about $2,798,700 at 4% or $1,865,800 at 6%; with 50% employer match about $1,865,800 at 4% or $1,243,867 at 6%; with 100% employer match about $1,399,350 at 4% or $932,900 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 3 | $994,787 | $165,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2017 | 2 | 4 | $2,701,069 | $516,556 | $129,139iApproximate average salary by contribution assumption: employee only about $3,228,475 at 4% or $2,152,317 at 6%; with 50% employer match about $2,152,317 at 4% or $1,434,878 at 6%; with 100% employer match about $1,614,238 at 4% or $1,076,158 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 4 | $1,800,380 | $354,556 | $88,639iApproximate average salary by contribution assumption: employee only about $2,215,975 at 4% or $1,477,317 at 6%; with 50% employer match about $1,477,317 at 4% or $984,878 at 6%; with 100% employer match about $1,107,988 at 4% or $738,658 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 4 | $900,689 | $162,000 | $40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%. |
| 2016 | 2 | 4 | $1,941,949 | $380,744 | $95,186iApproximate average salary by contribution assumption: employee only about $2,379,650 at 4% or $1,586,433 at 6%; with 50% employer match about $1,586,433 at 4% or $1,057,622 at 6%; with 100% employer match about $1,189,825 at 4% or $793,217 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $1,291,965 | $265,944 | $88,648iApproximate average salary by contribution assumption: employee only about $2,216,200 at 4% or $1,477,467 at 6%; with 50% employer match about $1,477,467 at 4% or $984,978 at 6%; with 100% employer match about $1,108,100 at 4% or $738,733 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 4 | $649,984 | $114,800 | $28,700iApproximate average salary by contribution assumption: employee only about $717,500 at 4% or $478,333 at 6%; with 50% employer match about $478,333 at 4% or $318,889 at 6%; with 100% employer match about $358,750 at 4% or $239,167 at 6%. |
| 2015 | 2 | 3 | $1,510,250 | $418,147 | $139,382iApproximate average salary by contribution assumption: employee only about $3,484,558 at 4% or $2,323,039 at 6%; with 50% employer match about $2,323,039 at 4% or $1,548,693 at 6%; with 100% employer match about $1,742,279 at 4% or $1,161,519 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $997,728 | $281,358 | $93,786iApproximate average salary by contribution assumption: employee only about $2,344,650 at 4% or $1,563,100 at 6%; with 50% employer match about $1,563,100 at 4% or $1,042,067 at 6%; with 100% employer match about $1,172,325 at 4% or $781,550 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 3 | $512,522 | $136,789 | $45,596iApproximate average salary by contribution assumption: employee only about $1,139,908 at 4% or $759,939 at 6%; with 50% employer match about $759,939 at 4% or $506,626 at 6%; with 100% employer match about $569,954 at 4% or $379,969 at 6%. |
| 2014 | 2 | 3 | $1,107,721 | $380,324 | $126,775iApproximate average salary by contribution assumption: employee only about $3,169,367 at 4% or $2,112,911 at 6%; with 50% employer match about $2,112,911 at 4% or $1,408,607 at 6%; with 100% employer match about $1,584,683 at 4% or $1,056,456 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $721,920 | $224,324 | $74,775iApproximate average salary by contribution assumption: employee only about $1,869,367 at 4% or $1,246,244 at 6%; with 50% employer match about $1,246,244 at 4% or $830,830 at 6%; with 100% employer match about $934,683 at 4% or $623,122 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 3 | $385,801 | $156,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |
| 2013 | 2 | 3 | $705,958 | $314,706 | $104,902iApproximate average salary by contribution assumption: employee only about $2,622,550 at 4% or $1,748,367 at 6%; with 50% employer match about $1,748,367 at 4% or $1,165,578 at 6%; with 100% employer match about $1,311,275 at 4% or $874,183 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $486,985 | $212,706 | $70,902iApproximate average salary by contribution assumption: employee only about $1,772,550 at 4% or $1,181,700 at 6%; with 50% employer match about $1,181,700 at 4% or $787,800 at 6%; with 100% employer match about $886,275 at 4% or $590,850 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 3 | $218,973 | $102,000 | $34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%. |
| 2012 | 2 | 3 | $391,212 | $245,139 | $81,713iApproximate average salary by contribution assumption: employee only about $2,042,825 at 4% or $1,361,883 at 6%; with 50% employer match about $1,361,883 at 4% or $907,922 at 6%; with 100% employer match about $1,021,413 at 4% or $680,942 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 3 | $274,251 | $161,181 | $53,727iApproximate average salary by contribution assumption: employee only about $1,343,175 at 4% or $895,450 at 6%; with 50% employer match about $895,450 at 4% or $596,967 at 6%; with 100% employer match about $671,588 at 4% or $447,725 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 3 | $116,961 | $83,958 | $27,986iApproximate average salary by contribution assumption: employee only about $699,650 at 4% or $466,433 at 6%; with 50% employer match about $466,433 at 4% or $310,956 at 6%; with 100% employer match about $349,825 at 4% or $233,217 at 6%. |
| 2011 | 2 | 2 | $145,710 | $145,710 | $72,855iApproximate average salary by contribution assumption: employee only about $1,821,375 at 4% or $1,214,250 at 6%; with 50% employer match about $1,214,250 at 4% or $809,500 at 6%; with 100% employer match about $910,688 at 4% or $607,125 at 6%. |
| Costa Supply Inc. Cash Balance Plan | - | 2 | $112,955 | $112,955 | $56,478iApproximate average salary by contribution assumption: employee only about $1,411,938 at 4% or $941,292 at 6%; with 50% employer match about $941,292 at 4% or $627,528 at 6%; with 100% employer match about $705,969 at 4% or $470,646 at 6%. |
| Costa Supply Inc. 401(K) Profit Sharing Plan | - | 2 | $32,755 | $32,755 | $16,378iApproximate average salary by contribution assumption: employee only about $409,438 at 4% or $272,958 at 6%; with 50% employer match about $272,958 at 4% or $181,972 at 6%; with 100% employer match about $204,719 at 4% or $136,479 at 6%. |