Civic Intelligence

Coghlan Financial Group Inc

Plan context: Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust

EIN 26-0718665 • San Diego, CA • 10 filings • 2 plans

4370 LA Jolla Village Dr #630San Diego, CA 92122
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$860,761

2025 Contributions

$31,624

Historical Graphs

Total Assets Over Time

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

$860,761$430,381$0201520212025YearValue
$860,761Latest year 2025

Participants Over Time

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

740201520212025YearValue
4Latest year 2025

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
202514$860,761$31,624$7,906iApproximate average salary by contribution assumption: employee only about $197,650 at 4% or $131,767 at 6%; with 50% employer match about $131,767 at 4% or $87,844 at 6%; with 100% employer match about $98,825 at 4% or $65,883 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-4$860,761$31,624$7,906iApproximate average salary by contribution assumption: employee only about $197,650 at 4% or $131,767 at 6%; with 50% employer match about $131,767 at 4% or $87,844 at 6%; with 100% employer match about $98,825 at 4% or $65,883 at 6%.
202412$691,924$37,989$18,995iApproximate average salary by contribution assumption: employee only about $474,863 at 4% or $316,575 at 6%; with 50% employer match about $316,575 at 4% or $211,050 at 6%; with 100% employer match about $237,431 at 4% or $158,288 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-2$691,924$37,989$18,995iApproximate average salary by contribution assumption: employee only about $474,863 at 4% or $316,575 at 6%; with 50% employer match about $316,575 at 4% or $211,050 at 6%; with 100% employer match about $237,431 at 4% or $158,288 at 6%.
202314$437,914$40,406$10,102iApproximate average salary by contribution assumption: employee only about $252,538 at 4% or $168,358 at 6%; with 50% employer match about $168,358 at 4% or $112,239 at 6%; with 100% employer match about $126,269 at 4% or $84,179 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-4$437,914$40,406$10,102iApproximate average salary by contribution assumption: employee only about $252,538 at 4% or $168,358 at 6%; with 50% employer match about $168,358 at 4% or $112,239 at 6%; with 100% employer match about $126,269 at 4% or $84,179 at 6%.
202214$218,982$30,728$7,682iApproximate average salary by contribution assumption: employee only about $192,050 at 4% or $128,033 at 6%; with 50% employer match about $128,033 at 4% or $85,356 at 6%; with 100% employer match about $96,025 at 4% or $64,017 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-4$218,982$30,728$7,682iApproximate average salary by contribution assumption: employee only about $192,050 at 4% or $128,033 at 6%; with 50% employer match about $128,033 at 4% or $85,356 at 6%; with 100% employer match about $96,025 at 4% or $64,017 at 6%.
202114$331,054$27,688$6,922iApproximate average salary by contribution assumption: employee only about $173,050 at 4% or $115,367 at 6%; with 50% employer match about $115,367 at 4% or $76,911 at 6%; with 100% employer match about $86,525 at 4% or $57,683 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-4$331,054$27,688$6,922iApproximate average salary by contribution assumption: employee only about $173,050 at 4% or $115,367 at 6%; with 50% employer match about $115,367 at 4% or $76,911 at 6%; with 100% employer match about $86,525 at 4% or $57,683 at 6%.
202011$241,955$27,015$27,015iApproximate average salary by contribution assumption: employee only about $675,375 at 4% or $450,250 at 6%; with 50% employer match about $450,250 at 4% or $300,167 at 6%; with 100% employer match about $337,688 at 4% or $225,125 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-1$241,955$27,015$27,015iApproximate average salary by contribution assumption: employee only about $675,375 at 4% or $450,250 at 6%; with 50% employer match about $450,250 at 4% or $300,167 at 6%; with 100% employer match about $337,688 at 4% or $225,125 at 6%.
201911$163,535$26,260$26,260iApproximate average salary by contribution assumption: employee only about $656,500 at 4% or $437,667 at 6%; with 50% employer match about $437,667 at 4% or $291,778 at 6%; with 100% employer match about $328,250 at 4% or $218,833 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-1$163,535$26,260$26,260iApproximate average salary by contribution assumption: employee only about $656,500 at 4% or $437,667 at 6%; with 50% employer match about $437,667 at 4% or $291,778 at 6%; with 100% employer match about $328,250 at 4% or $218,833 at 6%.
201711$92,049$28,303$28,303iApproximate average salary by contribution assumption: employee only about $707,575 at 4% or $471,717 at 6%; with 50% employer match about $471,717 at 4% or $314,478 at 6%; with 100% employer match about $353,788 at 4% or $235,858 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-1$92,049$28,303$28,303iApproximate average salary by contribution assumption: employee only about $707,575 at 4% or $471,717 at 6%; with 50% employer match about $471,717 at 4% or $314,478 at 6%; with 100% employer match about $353,788 at 4% or $235,858 at 6%.
201614$52,710$31,268$7,817iApproximate average salary by contribution assumption: employee only about $195,425 at 4% or $130,283 at 6%; with 50% employer match about $130,283 at 4% or $86,856 at 6%; with 100% employer match about $97,713 at 4% or $65,142 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-4$52,710$31,268$7,817iApproximate average salary by contribution assumption: employee only about $195,425 at 4% or $130,283 at 6%; with 50% employer match about $130,283 at 4% or $86,856 at 6%; with 100% employer match about $97,713 at 4% or $65,142 at 6%.
201517$19,044$19,480$2,783iApproximate average salary by contribution assumption: employee only about $69,571 at 4% or $46,381 at 6%; with 50% employer match about $46,381 at 4% or $30,921 at 6%; with 100% employer match about $34,786 at 4% or $23,190 at 6%.
Coghlan Financial Group Inc 401(K) Profit Sharing Plan & Trust-7$19,044$19,480$2,783iApproximate average salary by contribution assumption: employee only about $69,571 at 4% or $46,381 at 6%; with 50% employer match about $46,381 at 4% or $30,921 at 6%; with 100% employer match about $34,786 at 4% or $23,190 at 6%.