Civic Intelligence

Coachsource LLC

Plan context: Coachsource LLC 401(K) Profit Sharing Plan & Trust

EIN 26-1191785 • Sunnyvale, CA • 9 filings • 2 plans

Trivium Corporate Solutions333 W Maude AveSunnyvale, CA 94085
Current Snapshot

Latest Year

2024

2024 Participants

451

2024 Assets

$2,891,904

2024 Contributions

$528,027

Historical Graphs

Total Assets Over Time

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

$2,891,904$1,445,952$0201620202024YearValue
$2,891,904Latest year 2024

Participants Over Time

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

4512260201620202024YearValue
451Latest 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
20241451$2,891,904$528,027$1,171iApproximate average salary by contribution assumption: employee only about $29,270 at 4% or $19,513 at 6%; with 50% employer match about $19,513 at 4% or $13,009 at 6%; with 100% employer match about $14,635 at 4% or $9,757 at 6%.
Coachsource LLC 401(K) Profit Sharing Plan & Trust-451$2,891,904$528,027$1,171iApproximate average salary by contribution assumption: employee only about $29,270 at 4% or $19,513 at 6%; with 50% employer match about $19,513 at 4% or $13,009 at 6%; with 100% employer match about $14,635 at 4% or $9,757 at 6%.
20231439$2,405,461$645,528$1,470iApproximate average salary by contribution assumption: employee only about $36,761 at 4% or $24,508 at 6%; with 50% employer match about $24,508 at 4% or $16,338 at 6%; with 100% employer match about $18,381 at 4% or $12,254 at 6%.
Coachsource LLC 401(K) Profit Sharing Plan & Trust-439$2,405,461$645,528$1,470iApproximate average salary by contribution assumption: employee only about $36,761 at 4% or $24,508 at 6%; with 50% employer match about $24,508 at 4% or $16,338 at 6%; with 100% employer match about $18,381 at 4% or $12,254 at 6%.
20221427$1,649,902$591,081$1,384iApproximate average salary by contribution assumption: employee only about $34,607 at 4% or $23,071 at 6%; with 50% employer match about $23,071 at 4% or $15,381 at 6%; with 100% employer match about $17,303 at 4% or $11,536 at 6%.
Coachsource LLC 401(K) Profit Sharing Plan & Trust-427$1,649,902$591,081$1,384iApproximate average salary by contribution assumption: employee only about $34,607 at 4% or $23,071 at 6%; with 50% employer match about $23,071 at 4% or $15,381 at 6%; with 100% employer match about $17,303 at 4% or $11,536 at 6%.
20211383$1,457,531$520,302$1,358iApproximate average salary by contribution assumption: employee only about $33,962 at 4% or $22,642 at 6%; with 50% employer match about $22,642 at 4% or $15,094 at 6%; with 100% employer match about $16,981 at 4% or $11,321 at 6%.
Coachsource LLC 401(K) Profit Sharing Plan & Trust-383$1,457,531$520,302$1,358iApproximate average salary by contribution assumption: employee only about $33,962 at 4% or $22,642 at 6%; with 50% employer match about $22,642 at 4% or $15,094 at 6%; with 100% employer match about $16,981 at 4% or $11,321 at 6%.
20201357$1,013,776$487,337$1,365iApproximate average salary by contribution assumption: employee only about $34,127 at 4% or $22,751 at 6%; with 50% employer match about $22,751 at 4% or $15,168 at 6%; with 100% employer match about $17,064 at 4% or $11,376 at 6%.
Coachsource LLC 401(K) Profit Sharing Plan & Trust-357$1,013,776$487,337$1,365iApproximate average salary by contribution assumption: employee only about $34,127 at 4% or $22,751 at 6%; with 50% employer match about $22,751 at 4% or $15,168 at 6%; with 100% employer match about $17,064 at 4% or $11,376 at 6%.
2019127$406,500$184,748$6,843iApproximate average salary by contribution assumption: employee only about $171,063 at 4% or $114,042 at 6%; with 50% employer match about $114,042 at 4% or $76,028 at 6%; with 100% employer match about $85,531 at 4% or $57,021 at 6%.
TRIVIUM RETIREMENT BENEFIT PLAN FOR EMPLOYEES OF COACHSOURCE, LLC-27$406,500$184,748$6,843iApproximate average salary by contribution assumption: employee only about $171,063 at 4% or $114,042 at 6%; with 50% employer match about $114,042 at 4% or $76,028 at 6%; with 100% employer match about $85,531 at 4% or $57,021 at 6%.
2018111$183,830$89,432$8,130iApproximate average salary by contribution assumption: employee only about $203,255 at 4% or $135,503 at 6%; with 50% employer match about $135,503 at 4% or $90,335 at 6%; with 100% employer match about $101,627 at 4% or $67,752 at 6%.
TRIVIUM RETIREMENT BENEFIT PLAN FOR EMPLOYEES OF COACHSOURCE, LLC-11$183,830$89,432$8,130iApproximate average salary by contribution assumption: employee only about $203,255 at 4% or $135,503 at 6%; with 50% employer match about $135,503 at 4% or $90,335 at 6%; with 100% employer match about $101,627 at 4% or $67,752 at 6%.
201719$105,864$52,100$5,789iApproximate average salary by contribution assumption: employee only about $144,722 at 4% or $96,481 at 6%; with 50% employer match about $96,481 at 4% or $64,321 at 6%; with 100% employer match about $72,361 at 4% or $48,241 at 6%.
TRIVIUM RETIREMENT BENEFIT PLAN FOR EMPLOYEES OF COACHSOURCE, LLC-9$105,864$52,100$5,789iApproximate average salary by contribution assumption: employee only about $144,722 at 4% or $96,481 at 6%; with 50% employer match about $96,481 at 4% or $64,321 at 6%; with 100% employer match about $72,361 at 4% or $48,241 at 6%.
201619$44,287$44,250$4,917iApproximate average salary by contribution assumption: employee only about $122,917 at 4% or $81,944 at 6%; with 50% employer match about $81,944 at 4% or $54,630 at 6%; with 100% employer match about $61,458 at 4% or $40,972 at 6%.
TRIVIUM RETIREMENT BENEFIT PLAN FOR EMPLOYEES OF COACHSOURCE, LLC-9$44,287$44,250$4,917iApproximate average salary by contribution assumption: employee only about $122,917 at 4% or $81,944 at 6%; with 50% employer match about $81,944 at 4% or $54,630 at 6%; with 100% employer match about $61,458 at 4% or $40,972 at 6%.