Civic Intelligence

Coury Financial Services, L.P.

Plan context: Coury Financial Services, L.P. 401(K) Plan

EIN 23-2939077 • Pittsburgh, PA • 25 filings • 3 plans

One Oxford Centre, Suite 800301 Grant StreetPittsburgh, PA 15219-1407
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$308,952

2024 Contributions

$26,709

Historical Graphs

Total Assets Over Time

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

$3,077,962$1,538,981$0200020132024YearValue
$308,952Latest year 2024

Participants Over Time

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

1890200020132024YearValue
5Latest 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
202415$308,952$26,709$5,342iApproximate average salary by contribution assumption: employee only about $133,545 at 4% or $89,030 at 6%; with 50% employer match about $89,030 at 4% or $59,353 at 6%; with 100% employer match about $66,773 at 4% or $44,515 at 6%.
Coury Financial Services, L.P. 401(K) Plan-5$308,952$26,709$5,342iApproximate average salary by contribution assumption: employee only about $133,545 at 4% or $89,030 at 6%; with 50% employer match about $89,030 at 4% or $59,353 at 6%; with 100% employer match about $66,773 at 4% or $44,515 at 6%.
202315$964,446$25,125$5,025iApproximate average salary by contribution assumption: employee only about $125,625 at 4% or $83,750 at 6%; with 50% employer match about $83,750 at 4% or $55,833 at 6%; with 100% employer match about $62,813 at 4% or $41,875 at 6%.
Coury Financial Services, L.P. 401(K) Plan-5$964,446$25,125$5,025iApproximate average salary by contribution assumption: employee only about $125,625 at 4% or $83,750 at 6%; with 50% employer match about $83,750 at 4% or $55,833 at 6%; with 100% employer match about $62,813 at 4% or $41,875 at 6%.
202215$822,477$25,020$5,004iApproximate average salary by contribution assumption: employee only about $125,100 at 4% or $83,400 at 6%; with 50% employer match about $83,400 at 4% or $55,600 at 6%; with 100% employer match about $62,550 at 4% or $41,700 at 6%.
Coury Financial Services, L.P. 401(K) Plan-5$822,477$25,020$5,004iApproximate average salary by contribution assumption: employee only about $125,100 at 4% or $83,400 at 6%; with 50% employer match about $83,400 at 4% or $55,600 at 6%; with 100% employer match about $62,550 at 4% or $41,700 at 6%.
202116$1,532,847$24,568$4,095iApproximate average salary by contribution assumption: employee only about $102,367 at 4% or $68,244 at 6%; with 50% employer match about $68,244 at 4% or $45,496 at 6%; with 100% employer match about $51,183 at 4% or $34,122 at 6%.
Coury Financial Services, L.P. 401(K) Plan-6$1,532,847$24,568$4,095iApproximate average salary by contribution assumption: employee only about $102,367 at 4% or $68,244 at 6%; with 50% employer match about $68,244 at 4% or $45,496 at 6%; with 100% employer match about $51,183 at 4% or $34,122 at 6%.
202016$1,413,168$46,383$7,731iApproximate average salary by contribution assumption: employee only about $193,263 at 4% or $128,842 at 6%; with 50% employer match about $128,842 at 4% or $85,894 at 6%; with 100% employer match about $96,631 at 4% or $64,421 at 6%.
Coury Financial Services, L.P. 401(K) Plan-6$1,413,168$46,383$7,731iApproximate average salary by contribution assumption: employee only about $193,263 at 4% or $128,842 at 6%; with 50% employer match about $128,842 at 4% or $85,894 at 6%; with 100% employer match about $96,631 at 4% or $64,421 at 6%.
201916$1,343,605$64,172$10,695iApproximate average salary by contribution assumption: employee only about $267,383 at 4% or $178,256 at 6%; with 50% employer match about $178,256 at 4% or $118,837 at 6%; with 100% employer match about $133,692 at 4% or $89,128 at 6%.
Coury Financial Services, L.P. 401(K) Plan-6$1,343,605$64,172$10,695iApproximate average salary by contribution assumption: employee only about $267,383 at 4% or $178,256 at 6%; with 50% employer match about $178,256 at 4% or $118,837 at 6%; with 100% employer match about $133,692 at 4% or $89,128 at 6%.
201817$1,322,405$67,999$9,714iApproximate average salary by contribution assumption: employee only about $242,854 at 4% or $161,902 at 6%; with 50% employer match about $161,902 at 4% or $107,935 at 6%; with 100% employer match about $121,427 at 4% or $80,951 at 6%.
Coury Financial Services, L.P. 401(K) Plan-7$1,322,405$67,999$9,714iApproximate average salary by contribution assumption: employee only about $242,854 at 4% or $161,902 at 6%; with 50% employer match about $161,902 at 4% or $107,935 at 6%; with 100% employer match about $121,427 at 4% or $80,951 at 6%.
2017115$2,904,475$139,211$9,281iApproximate average salary by contribution assumption: employee only about $232,018 at 4% or $154,679 at 6%; with 50% employer match about $154,679 at 4% or $103,119 at 6%; with 100% employer match about $116,009 at 4% or $77,339 at 6%.
Coury Financial Services, L.P. 401(K) Plan-15$2,904,475$139,211$9,281iApproximate average salary by contribution assumption: employee only about $232,018 at 4% or $154,679 at 6%; with 50% employer match about $154,679 at 4% or $103,119 at 6%; with 100% employer match about $116,009 at 4% or $77,339 at 6%.
2016112$2,477,235$164,737$13,728iApproximate average salary by contribution assumption: employee only about $343,202 at 4% or $228,801 at 6%; with 50% employer match about $228,801 at 4% or $152,534 at 6%; with 100% employer match about $171,601 at 4% or $114,401 at 6%.
Coury Financial Services, L.P. 401(K) Plan-12$2,477,235$164,737$13,728iApproximate average salary by contribution assumption: employee only about $343,202 at 4% or $228,801 at 6%; with 50% employer match about $228,801 at 4% or $152,534 at 6%; with 100% employer match about $171,601 at 4% or $114,401 at 6%.
2015111$2,138,073$132,807$12,073iApproximate average salary by contribution assumption: employee only about $301,834 at 4% or $201,223 at 6%; with 50% employer match about $201,223 at 4% or $134,148 at 6%; with 100% employer match about $150,917 at 4% or $100,611 at 6%.
Coury Financial Services, L.P. 401(K) Plan-11$2,138,073$132,807$12,073iApproximate average salary by contribution assumption: employee only about $301,834 at 4% or $201,223 at 6%; with 50% employer match about $201,223 at 4% or $134,148 at 6%; with 100% employer match about $150,917 at 4% or $100,611 at 6%.
2014112$3,077,962$160,699$13,392iApproximate average salary by contribution assumption: employee only about $334,790 at 4% or $223,193 at 6%; with 50% employer match about $223,193 at 4% or $148,795 at 6%; with 100% employer match about $167,395 at 4% or $111,597 at 6%.
Coury Financial Services, L.P. 401(K) Plan-12$3,077,962$160,699$13,392iApproximate average salary by contribution assumption: employee only about $334,790 at 4% or $223,193 at 6%; with 50% employer match about $223,193 at 4% or $148,795 at 6%; with 100% employer match about $167,395 at 4% or $111,597 at 6%.
2013118$2,944,268$166,133$9,230iApproximate average salary by contribution assumption: employee only about $230,740 at 4% or $153,827 at 6%; with 50% employer match about $153,827 at 4% or $102,551 at 6%; with 100% employer match about $115,370 at 4% or $76,913 at 6%.
Coury Financial Services, L.P. 401(K) Plan-18$2,944,268$166,133$9,230iApproximate average salary by contribution assumption: employee only about $230,740 at 4% or $153,827 at 6%; with 50% employer match about $153,827 at 4% or $102,551 at 6%; with 100% employer match about $115,370 at 4% or $76,913 at 6%.
2012117$2,465,408$181,135$10,655iApproximate average salary by contribution assumption: employee only about $266,375 at 4% or $177,583 at 6%; with 50% employer match about $177,583 at 4% or $118,389 at 6%; with 100% employer match about $133,188 at 4% or $88,792 at 6%.
Coury Financial Services, L.P. 401(K) Plan-17$2,465,408$181,135$10,655iApproximate average salary by contribution assumption: employee only about $266,375 at 4% or $177,583 at 6%; with 50% employer match about $177,583 at 4% or $118,389 at 6%; with 100% employer match about $133,188 at 4% or $88,792 at 6%.
2011116$2,261,695$190,169$11,886iApproximate average salary by contribution assumption: employee only about $297,139 at 4% or $198,093 at 6%; with 50% employer match about $198,093 at 4% or $132,062 at 6%; with 100% employer match about $148,570 at 4% or $99,046 at 6%.
Coury Financial Services, L.P. 401(K) Plan-16$2,261,695$190,169$11,886iApproximate average salary by contribution assumption: employee only about $297,139 at 4% or $198,093 at 6%; with 50% employer match about $198,093 at 4% or $132,062 at 6%; with 100% employer match about $148,570 at 4% or $99,046 at 6%.
2010115$2,093,208$188,720$12,581iApproximate average salary by contribution assumption: employee only about $314,533 at 4% or $209,689 at 6%; with 50% employer match about $209,689 at 4% or $139,793 at 6%; with 100% employer match about $157,267 at 4% or $104,844 at 6%.
Coury Financial Services, L.P. 401(K) Plan-15$2,093,208$188,720$12,581iApproximate average salary by contribution assumption: employee only about $314,533 at 4% or $209,689 at 6%; with 50% employer match about $209,689 at 4% or $139,793 at 6%; with 100% employer match about $157,267 at 4% or $104,844 at 6%.
2009116$1,718,768$244,544$15,284iApproximate average salary by contribution assumption: employee only about $382,100 at 4% or $254,733 at 6%; with 50% employer match about $254,733 at 4% or $169,822 at 6%; with 100% employer match about $191,050 at 4% or $127,367 at 6%.
Coury Financial Services, L.P. 401(K) Plan-16$1,718,768$244,544$15,284iApproximate average salary by contribution assumption: employee only about $382,100 at 4% or $254,733 at 6%; with 50% employer match about $254,733 at 4% or $169,822 at 6%; with 100% employer match about $191,050 at 4% or $127,367 at 6%.
2008117$1,199,255$191,208$11,248iApproximate average salary by contribution assumption: employee only about $281,188 at 4% or $187,459 at 6%; with 50% employer match about $187,459 at 4% or $124,973 at 6%; with 100% employer match about $140,594 at 4% or $93,729 at 6%.
Coury Financial Services, L.P. 401(K) Plan-17$1,199,255$191,208$11,248iApproximate average salary by contribution assumption: employee only about $281,188 at 4% or $187,459 at 6%; with 50% employer match about $187,459 at 4% or $124,973 at 6%; with 100% employer match about $140,594 at 4% or $93,729 at 6%.
2007115$1,266,403$199,842$13,323iApproximate average salary by contribution assumption: employee only about $333,070 at 4% or $222,047 at 6%; with 50% employer match about $222,047 at 4% or $148,031 at 6%; with 100% employer match about $166,535 at 4% or $111,023 at 6%.
Coury Financial Services, L.P. 401(K) Plan-15$1,266,403$199,842$13,323iApproximate average salary by contribution assumption: employee only about $333,070 at 4% or $222,047 at 6%; with 50% employer match about $222,047 at 4% or $148,031 at 6%; with 100% employer match about $166,535 at 4% or $111,023 at 6%.
2006116$1,016,733$175,918$10,995iApproximate average salary by contribution assumption: employee only about $274,872 at 4% or $183,248 at 6%; with 50% employer match about $183,248 at 4% or $122,165 at 6%; with 100% employer match about $137,436 at 4% or $91,624 at 6%.
Coury Financial Services, L.P. 401(K) Plan-16$1,016,733$175,918$10,995iApproximate average salary by contribution assumption: employee only about $274,872 at 4% or $183,248 at 6%; with 50% employer match about $183,248 at 4% or $122,165 at 6%; with 100% employer match about $137,436 at 4% or $91,624 at 6%.
2005115$760,219$150,715$10,048iApproximate average salary by contribution assumption: employee only about $251,192 at 4% or $167,461 at 6%; with 50% employer match about $167,461 at 4% or $111,641 at 6%; with 100% employer match about $125,596 at 4% or $83,731 at 6%.
Coury Financial Services, L.P. 401(K) Plan-15$760,219$150,715$10,048iApproximate average salary by contribution assumption: employee only about $251,192 at 4% or $167,461 at 6%; with 50% employer match about $167,461 at 4% or $111,641 at 6%; with 100% employer match about $125,596 at 4% or $83,731 at 6%.
2004114$557,577$139,011$9,929iApproximate average salary by contribution assumption: employee only about $248,234 at 4% or $165,489 at 6%; with 50% employer match about $165,489 at 4% or $110,326 at 6%; with 100% employer match about $124,117 at 4% or $82,745 at 6%.
Coury Financial Services, L.P. 401(K) Plan-14$557,577$139,011$9,929iApproximate average salary by contribution assumption: employee only about $248,234 at 4% or $165,489 at 6%; with 50% employer match about $165,489 at 4% or $110,326 at 6%; with 100% employer match about $124,117 at 4% or $82,745 at 6%.
2003114$387,272$111,664$7,976iApproximate average salary by contribution assumption: employee only about $199,400 at 4% or $132,933 at 6%; with 50% employer match about $132,933 at 4% or $88,622 at 6%; with 100% employer match about $99,700 at 4% or $66,467 at 6%.
Coury Financial Services, L.P. 401(K) Plan-14$387,272$111,664$7,976iApproximate average salary by contribution assumption: employee only about $199,400 at 4% or $132,933 at 6%; with 50% employer match about $132,933 at 4% or $88,622 at 6%; with 100% employer match about $99,700 at 4% or $66,467 at 6%.
200210$218,498$83,772-
Coury Financial Services, L.P. 401(K) Plan-0$218,498$83,772-
2001113$0$0-
Coury Financial Services, L.P. 401(K) Plan-13---
200019$161,472$61,619$6,847iApproximate average salary by contribution assumption: employee only about $171,164 at 4% or $114,109 at 6%; with 50% employer match about $114,109 at 4% or $76,073 at 6%; with 100% employer match about $85,582 at 4% or $57,055 at 6%.
Coury Financial Services, L.P. 401(K) Plan-9$161,472$61,619$6,847iApproximate average salary by contribution assumption: employee only about $171,164 at 4% or $114,109 at 6%; with 50% employer match about $114,109 at 4% or $76,073 at 6%; with 100% employer match about $85,582 at 4% or $57,055 at 6%.