Coffey Burlington, P.L.
Plan context: Coffey Burlington, P.L. Retirement Plan
EIN 20-8132056 • Miami, FL • 33 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$30,221,929
2024 Contributions
$1,046,620
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 | 42 | $30,221,929 | $1,046,620 | $24,920iApproximate average salary by contribution assumption: employee only about $622,988 at 4% or $415,325 at 6%; with 50% employer match about $415,325 at 4% or $276,884 at 6%; with 100% employer match about $311,494 at 4% or $207,663 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 42 | $21,187,409 | $738,363 | $17,580iApproximate average salary by contribution assumption: employee only about $439,502 at 4% or $293,001 at 6%; with 50% employer match about $293,001 at 4% or $195,334 at 6%; with 100% employer match about $219,751 at 4% or $146,501 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 23 | $9,034,520 | $308,257 | $13,402iApproximate average salary by contribution assumption: employee only about $335,062 at 4% or $223,375 at 6%; with 50% employer match about $223,375 at 4% or $148,916 at 6%; with 100% employer match about $167,531 at 4% or $111,687 at 6%. |
| 2023 | 2 | 43 | $26,223,117 | $1,081,601 | $25,154iApproximate average salary by contribution assumption: employee only about $628,838 at 4% or $419,225 at 6%; with 50% employer match about $419,225 at 4% or $279,483 at 6%; with 100% employer match about $314,419 at 4% or $209,613 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 43 | $18,327,433 | $773,964 | $17,999iApproximate average salary by contribution assumption: employee only about $449,979 at 4% or $299,986 at 6%; with 50% employer match about $299,986 at 4% or $199,991 at 6%; with 100% employer match about $224,990 at 4% or $149,993 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 26 | $7,895,684 | $307,637 | $11,832iApproximate average salary by contribution assumption: employee only about $295,805 at 4% or $197,203 at 6%; with 50% employer match about $197,203 at 4% or $131,469 at 6%; with 100% employer match about $147,902 at 4% or $98,602 at 6%. |
| 2022 | 2 | 44 | $22,001,984 | $837,304 | $19,030iApproximate average salary by contribution assumption: employee only about $475,741 at 4% or $317,161 at 6%; with 50% employer match about $317,161 at 4% or $211,440 at 6%; with 100% employer match about $237,870 at 4% or $158,580 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 44 | $15,375,424 | $535,926 | $12,180iApproximate average salary by contribution assumption: employee only about $304,503 at 4% or $203,002 at 6%; with 50% employer match about $203,002 at 4% or $135,335 at 6%; with 100% employer match about $152,252 at 4% or $101,501 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 28 | $6,626,560 | $301,378 | $10,764iApproximate average salary by contribution assumption: employee only about $269,088 at 4% or $179,392 at 6%; with 50% employer match about $179,392 at 4% or $119,594 at 6%; with 100% employer match about $134,544 at 4% or $89,696 at 6%. |
| 2021 | 2 | 42 | $25,089,719 | $1,009,984 | $24,047iApproximate average salary by contribution assumption: employee only about $601,181 at 4% or $400,787 at 6%; with 50% employer match about $400,787 at 4% or $267,192 at 6%; with 100% employer match about $300,590 at 4% or $200,394 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 42 | $17,667,500 | $715,302 | $17,031iApproximate average salary by contribution assumption: employee only about $425,775 at 4% or $283,850 at 6%; with 50% employer match about $283,850 at 4% or $189,233 at 6%; with 100% employer match about $212,888 at 4% or $141,925 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 26 | $7,422,219 | $294,682 | $11,334iApproximate average salary by contribution assumption: employee only about $283,348 at 4% or $188,899 at 6%; with 50% employer match about $188,899 at 4% or $125,932 at 6%; with 100% employer match about $141,674 at 4% or $94,449 at 6%. |
| 2020 | 2 | 42 | $21,620,629 | $1,180,901 | $28,117iApproximate average salary by contribution assumption: employee only about $702,917 at 4% or $468,612 at 6%; with 50% employer match about $468,612 at 4% or $312,408 at 6%; with 100% employer match about $351,459 at 4% or $234,306 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 42 | $15,147,449 | $752,703 | $17,922iApproximate average salary by contribution assumption: employee only about $448,038 at 4% or $298,692 at 6%; with 50% employer match about $298,692 at 4% or $199,128 at 6%; with 100% employer match about $224,019 at 4% or $149,346 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 26 | $6,473,180 | $428,198 | $16,469iApproximate average salary by contribution assumption: employee only about $411,729 at 4% or $274,486 at 6%; with 50% employer match about $274,486 at 4% or $182,991 at 6%; with 100% employer match about $205,864 at 4% or $137,243 at 6%. |
| 2019 | 2 | 42 | $19,813,556 | $1,187,359 | $28,270iApproximate average salary by contribution assumption: employee only about $706,761 at 4% or $471,174 at 6%; with 50% employer match about $471,174 at 4% or $314,116 at 6%; with 100% employer match about $353,381 at 4% or $235,587 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 42 | $14,386,788 | $1,005,968 | $23,952iApproximate average salary by contribution assumption: employee only about $598,790 at 4% or $399,194 at 6%; with 50% employer match about $399,194 at 4% or $266,129 at 6%; with 100% employer match about $299,395 at 4% or $199,597 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 26 | $5,426,768 | $181,391 | $6,977iApproximate average salary by contribution assumption: employee only about $174,414 at 4% or $116,276 at 6%; with 50% employer match about $116,276 at 4% or $77,518 at 6%; with 100% employer match about $87,207 at 4% or $58,138 at 6%. |
| 2018 | 2 | 32 | $15,958,453 | $1,092,286 | $34,134iApproximate average salary by contribution assumption: employee only about $853,348 at 4% or $568,899 at 6%; with 50% employer match about $568,899 at 4% or $379,266 at 6%; with 100% employer match about $426,674 at 4% or $284,449 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 32 | $11,478,255 | $802,834 | $25,089iApproximate average salary by contribution assumption: employee only about $627,214 at 4% or $418,143 at 6%; with 50% employer match about $418,143 at 4% or $278,762 at 6%; with 100% employer match about $313,607 at 4% or $209,071 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 25 | $4,480,198 | $289,452 | $11,578iApproximate average salary by contribution assumption: employee only about $289,452 at 4% or $192,968 at 6%; with 50% employer match about $192,968 at 4% or $128,645 at 6%; with 100% employer match about $144,726 at 4% or $96,484 at 6%. |
| 2017 | 2 | 38 | $16,480,103 | $989,750 | $26,046iApproximate average salary by contribution assumption: employee only about $651,151 at 4% or $434,101 at 6%; with 50% employer match about $434,101 at 4% or $289,401 at 6%; with 100% employer match about $325,576 at 4% or $217,050 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 38 | $12,050,436 | $702,756 | $18,494iApproximate average salary by contribution assumption: employee only about $462,339 at 4% or $308,226 at 6%; with 50% employer match about $308,226 at 4% or $205,484 at 6%; with 100% employer match about $231,170 at 4% or $154,113 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 26 | $4,429,667 | $286,994 | $11,038iApproximate average salary by contribution assumption: employee only about $275,956 at 4% or $183,971 at 6%; with 50% employer match about $183,971 at 4% or $122,647 at 6%; with 100% employer match about $137,978 at 4% or $91,985 at 6%. |
| 2016 | 2 | 38 | $13,736,528 | $1,016,437 | $26,748iApproximate average salary by contribution assumption: employee only about $668,709 at 4% or $445,806 at 6%; with 50% employer match about $445,806 at 4% or $297,204 at 6%; with 100% employer match about $334,354 at 4% or $222,903 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 38 | $10,146,750 | $725,657 | $19,096iApproximate average salary by contribution assumption: employee only about $477,406 at 4% or $318,271 at 6%; with 50% employer match about $318,271 at 4% or $212,180 at 6%; with 100% employer match about $238,703 at 4% or $159,135 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 26 | $3,589,778 | $290,780 | $11,184iApproximate average salary by contribution assumption: employee only about $279,596 at 4% or $186,397 at 6%; with 50% employer match about $186,397 at 4% or $124,265 at 6%; with 100% employer match about $139,798 at 4% or $93,199 at 6%. |
| 2015 | 2 | 41 | $12,172,192 | $962,000 | $23,463iApproximate average salary by contribution assumption: employee only about $586,585 at 4% or $391,057 at 6%; with 50% employer match about $391,057 at 4% or $260,705 at 6%; with 100% employer match about $293,293 at 4% or $195,528 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 41 | $9,045,036 | $688,913 | $16,803iApproximate average salary by contribution assumption: employee only about $420,069 at 4% or $280,046 at 6%; with 50% employer match about $280,046 at 4% or $186,697 at 6%; with 100% employer match about $210,034 at 4% or $140,023 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 24 | $3,127,156 | $273,087 | $11,379iApproximate average salary by contribution assumption: employee only about $284,466 at 4% or $189,644 at 6%; with 50% employer match about $189,644 at 4% or $126,429 at 6%; with 100% employer match about $142,233 at 4% or $94,822 at 6%. |
| 2014 | 2 | 40 | $11,646,163 | $969,504 | $24,238iApproximate average salary by contribution assumption: employee only about $605,940 at 4% or $403,960 at 6%; with 50% employer match about $403,960 at 4% or $269,307 at 6%; with 100% employer match about $302,970 at 4% or $201,980 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 40 | $8,766,335 | $701,187 | $17,530iApproximate average salary by contribution assumption: employee only about $438,242 at 4% or $292,161 at 6%; with 50% employer match about $292,161 at 4% or $194,774 at 6%; with 100% employer match about $219,121 at 4% or $146,081 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 22 | $2,879,828 | $268,317 | $12,196iApproximate average salary by contribution assumption: employee only about $304,906 at 4% or $203,270 at 6%; with 50% employer match about $203,270 at 4% or $135,514 at 6%; with 100% employer match about $152,453 at 4% or $101,635 at 6%. |
| 2013 | 2 | 38 | $10,187,401 | $997,142 | $26,241iApproximate average salary by contribution assumption: employee only about $656,014 at 4% or $437,343 at 6%; with 50% employer match about $437,343 at 4% or $291,562 at 6%; with 100% employer match about $328,007 at 4% or $218,671 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 38 | $7,674,150 | $650,245 | $17,112iApproximate average salary by contribution assumption: employee only about $427,793 at 4% or $285,195 at 6%; with 50% employer match about $285,195 at 4% or $190,130 at 6%; with 100% employer match about $213,896 at 4% or $142,598 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 19 | $2,513,251 | $346,897 | $18,258iApproximate average salary by contribution assumption: employee only about $456,443 at 4% or $304,296 at 6%; with 50% employer match about $304,296 at 4% or $202,864 at 6%; with 100% employer match about $228,222 at 4% or $152,148 at 6%. |
| 2012 | 2 | 36 | $8,241,052 | $1,103,081 | $30,641iApproximate average salary by contribution assumption: employee only about $766,028 at 4% or $510,686 at 6%; with 50% employer match about $510,686 at 4% or $340,457 at 6%; with 100% employer match about $383,014 at 4% or $255,343 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 36 | $6,282,652 | $764,858 | $21,246iApproximate average salary by contribution assumption: employee only about $531,151 at 4% or $354,101 at 6%; with 50% employer match about $354,101 at 4% or $236,067 at 6%; with 100% employer match about $265,576 at 4% or $177,050 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 20 | $1,958,400 | $338,223 | $16,911iApproximate average salary by contribution assumption: employee only about $422,779 at 4% or $281,853 at 6%; with 50% employer match about $281,853 at 4% or $187,902 at 6%; with 100% employer match about $211,389 at 4% or $140,926 at 6%. |
| 2011 | 2 | 38 | $6,581,331 | $776,483 | $20,434iApproximate average salary by contribution assumption: employee only about $510,844 at 4% or $340,563 at 6%; with 50% employer match about $340,563 at 4% or $227,042 at 6%; with 100% employer match about $255,422 at 4% or $170,281 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 38 | $5,101,562 | $518,658 | $13,649iApproximate average salary by contribution assumption: employee only about $341,222 at 4% or $227,482 at 6%; with 50% employer match about $227,482 at 4% or $151,654 at 6%; with 100% employer match about $170,611 at 4% or $113,741 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 24 | $1,479,769 | $257,825 | $10,743iApproximate average salary by contribution assumption: employee only about $268,568 at 4% or $179,045 at 6%; with 50% employer match about $179,045 at 4% or $119,363 at 6%; with 100% employer match about $134,284 at 4% or $89,523 at 6%. |
| 2010 | 2 | 36 | $6,016,982 | $746,311 | $20,731iApproximate average salary by contribution assumption: employee only about $518,272 at 4% or $345,514 at 6%; with 50% employer match about $345,514 at 4% or $230,343 at 6%; with 100% employer match about $259,136 at 4% or $172,757 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 36 | $4,766,912 | $502,857 | $13,968iApproximate average salary by contribution assumption: employee only about $349,206 at 4% or $232,804 at 6%; with 50% employer match about $232,804 at 4% or $155,203 at 6%; with 100% employer match about $174,603 at 4% or $116,402 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 29 | $1,250,070 | $243,454 | $8,395iApproximate average salary by contribution assumption: employee only about $209,874 at 4% or $139,916 at 6%; with 50% employer match about $139,916 at 4% or $93,277 at 6%; with 100% employer match about $104,937 at 4% or $69,958 at 6%. |
| 2009 | 2 | 38 | $4,937,661 | $754,200 | $19,847iApproximate average salary by contribution assumption: employee only about $496,184 at 4% or $330,789 at 6%; with 50% employer match about $330,789 at 4% or $220,526 at 6%; with 100% employer match about $248,092 at 4% or $165,395 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 38 | $3,998,408 | $510,288 | $13,429iApproximate average salary by contribution assumption: employee only about $335,716 at 4% or $223,811 at 6%; with 50% employer match about $223,811 at 4% or $149,207 at 6%; with 100% employer match about $167,858 at 4% or $111,905 at 6%. |
| COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | - | 21 | $939,253 | $243,912 | $11,615iApproximate average salary by contribution assumption: employee only about $290,371 at 4% or $193,581 at 6%; with 50% employer match about $193,581 at 4% or $129,054 at 6%; with 100% employer match about $145,186 at 4% or $96,790 at 6%. |
| 2008 | 1 | 25 | $2,709,332 | $486,685 | $19,467iApproximate average salary by contribution assumption: employee only about $486,685 at 4% or $324,457 at 6%; with 50% employer match about $324,457 at 4% or $216,304 at 6%; with 100% employer match about $243,343 at 4% or $162,228 at 6%. |
| Coffey Burlington, P.L. Retirement Plan | - | 25 | $2,709,332 | $486,685 | $19,467iApproximate average salary by contribution assumption: employee only about $486,685 at 4% or $324,457 at 6%; with 50% employer match about $324,457 at 4% or $216,304 at 6%; with 100% employer match about $243,343 at 4% or $162,228 at 6%. |