Civic Intelligence

Coleman, Chavez, & Allen LLP

Plan context: Coleman, Chavez & Allen LLP 401(K) Plan

EIN 26-1812973 • Roseville, CA • 17 filings • 4 plans

1731 E. Roseville ParkwaySuite 200Roseville, CA 95661
Current Snapshot

Latest Year

2024

2024 Participants

101

2024 Assets

$9,255,755

2024 Contributions

$1,518,871

Historical Graphs

Total Assets Over Time

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

$9,255,755$4,627,878$0200920172024YearValue
$9,255,755Latest year 2024

Participants Over Time

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

101510200820162024YearValue
101Latest 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
20241101$9,255,755$1,518,871$15,038iApproximate average salary by contribution assumption: employee only about $375,958 at 4% or $250,639 at 6%; with 50% employer match about $250,639 at 4% or $167,093 at 6%; with 100% employer match about $187,979 at 4% or $125,319 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-101$9,255,755$1,518,871$15,038iApproximate average salary by contribution assumption: employee only about $375,958 at 4% or $250,639 at 6%; with 50% employer match about $250,639 at 4% or $167,093 at 6%; with 100% employer match about $187,979 at 4% or $125,319 at 6%.
2023177$6,884,281$1,145,424$14,876iApproximate average salary by contribution assumption: employee only about $371,891 at 4% or $247,927 at 6%; with 50% employer match about $247,927 at 4% or $165,285 at 6%; with 100% employer match about $185,945 at 4% or $123,964 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-77$6,884,281$1,145,424$14,876iApproximate average salary by contribution assumption: employee only about $371,891 at 4% or $247,927 at 6%; with 50% employer match about $247,927 at 4% or $165,285 at 6%; with 100% employer match about $185,945 at 4% or $123,964 at 6%.
2022169$5,114,054$777,826$11,273iApproximate average salary by contribution assumption: employee only about $281,821 at 4% or $187,881 at 6%; with 50% employer match about $187,881 at 4% or $125,254 at 6%; with 100% employer match about $140,911 at 4% or $93,940 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-69$5,114,054$777,826$11,273iApproximate average salary by contribution assumption: employee only about $281,821 at 4% or $187,881 at 6%; with 50% employer match about $187,881 at 4% or $125,254 at 6%; with 100% employer match about $140,911 at 4% or $93,940 at 6%.
2021165$5,530,298$656,901$10,106iApproximate average salary by contribution assumption: employee only about $252,654 at 4% or $168,436 at 6%; with 50% employer match about $168,436 at 4% or $112,291 at 6%; with 100% employer match about $126,327 at 4% or $84,218 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-65$5,530,298$656,901$10,106iApproximate average salary by contribution assumption: employee only about $252,654 at 4% or $168,436 at 6%; with 50% employer match about $168,436 at 4% or $112,291 at 6%; with 100% employer match about $126,327 at 4% or $84,218 at 6%.
2020157$4,375,297$536,562$9,413iApproximate average salary by contribution assumption: employee only about $235,334 at 4% or $156,889 at 6%; with 50% employer match about $156,889 at 4% or $104,593 at 6%; with 100% employer match about $117,667 at 4% or $78,445 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-57$4,375,297$536,562$9,413iApproximate average salary by contribution assumption: employee only about $235,334 at 4% or $156,889 at 6%; with 50% employer match about $156,889 at 4% or $104,593 at 6%; with 100% employer match about $117,667 at 4% or $78,445 at 6%.
2019147$3,611,344$545,083$11,598iApproximate average salary by contribution assumption: employee only about $289,938 at 4% or $193,292 at 6%; with 50% employer match about $193,292 at 4% or $128,861 at 6%; with 100% employer match about $144,969 at 4% or $96,646 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-47$3,611,344$545,083$11,598iApproximate average salary by contribution assumption: employee only about $289,938 at 4% or $193,292 at 6%; with 50% employer match about $193,292 at 4% or $128,861 at 6%; with 100% employer match about $144,969 at 4% or $96,646 at 6%.
2018148$2,619,372$495,905$10,331iApproximate average salary by contribution assumption: employee only about $258,284 at 4% or $172,189 at 6%; with 50% employer match about $172,189 at 4% or $114,793 at 6%; with 100% employer match about $129,142 at 4% or $86,095 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-48$2,619,372$495,905$10,331iApproximate average salary by contribution assumption: employee only about $258,284 at 4% or $172,189 at 6%; with 50% employer match about $172,189 at 4% or $114,793 at 6%; with 100% employer match about $129,142 at 4% or $86,095 at 6%.
2017143$2,573,078$330,876$7,695iApproximate average salary by contribution assumption: employee only about $192,370 at 4% or $128,247 at 6%; with 50% employer match about $128,247 at 4% or $85,498 at 6%; with 100% employer match about $96,185 at 4% or $64,123 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-43$2,573,078$330,876$7,695iApproximate average salary by contribution assumption: employee only about $192,370 at 4% or $128,247 at 6%; with 50% employer match about $128,247 at 4% or $85,498 at 6%; with 100% employer match about $96,185 at 4% or $64,123 at 6%.
2016128$1,969,048$334,703$11,954iApproximate average salary by contribution assumption: employee only about $298,842 at 4% or $199,228 at 6%; with 50% employer match about $199,228 at 4% or $132,819 at 6%; with 100% employer match about $149,421 at 4% or $99,614 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-28$1,969,048$334,703$11,954iApproximate average salary by contribution assumption: employee only about $298,842 at 4% or $199,228 at 6%; with 50% employer match about $199,228 at 4% or $132,819 at 6%; with 100% employer match about $149,421 at 4% or $99,614 at 6%.
2015123$1,536,969$304,217$13,227iApproximate average salary by contribution assumption: employee only about $330,671 at 4% or $220,447 at 6%; with 50% employer match about $220,447 at 4% or $146,965 at 6%; with 100% employer match about $165,335 at 4% or $110,224 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-23$1,536,969$304,217$13,227iApproximate average salary by contribution assumption: employee only about $330,671 at 4% or $220,447 at 6%; with 50% employer match about $220,447 at 4% or $146,965 at 6%; with 100% employer match about $165,335 at 4% or $110,224 at 6%.
2014118$1,297,683$110,962$6,165iApproximate average salary by contribution assumption: employee only about $154,114 at 4% or $102,743 at 6%; with 50% employer match about $102,743 at 4% or $68,495 at 6%; with 100% employer match about $77,057 at 4% or $51,371 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-18$1,297,683$110,962$6,165iApproximate average salary by contribution assumption: employee only about $154,114 at 4% or $102,743 at 6%; with 50% employer match about $102,743 at 4% or $68,495 at 6%; with 100% employer match about $77,057 at 4% or $51,371 at 6%.
2013114$1,158,202$154,030$11,002iApproximate average salary by contribution assumption: employee only about $275,054 at 4% or $183,369 at 6%; with 50% employer match about $183,369 at 4% or $122,246 at 6%; with 100% employer match about $137,527 at 4% or $91,685 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-14$1,158,202$154,030$11,002iApproximate average salary by contribution assumption: employee only about $275,054 at 4% or $183,369 at 6%; with 50% employer match about $183,369 at 4% or $122,246 at 6%; with 100% employer match about $137,527 at 4% or $91,685 at 6%.
2012115$1,060,825$209,548$13,970iApproximate average salary by contribution assumption: employee only about $349,247 at 4% or $232,831 at 6%; with 50% employer match about $232,831 at 4% or $155,221 at 6%; with 100% employer match about $174,623 at 4% or $116,416 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-15$1,060,825$209,548$13,970iApproximate average salary by contribution assumption: employee only about $349,247 at 4% or $232,831 at 6%; with 50% employer match about $232,831 at 4% or $155,221 at 6%; with 100% employer match about $174,623 at 4% or $116,416 at 6%.
2011114$760,957$382,298$27,307iApproximate average salary by contribution assumption: employee only about $682,675 at 4% or $455,117 at 6%; with 50% employer match about $455,117 at 4% or $303,411 at 6%; with 100% employer match about $341,338 at 4% or $227,558 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-14$760,957$382,298$27,307iApproximate average salary by contribution assumption: employee only about $682,675 at 4% or $455,117 at 6%; with 50% employer match about $455,117 at 4% or $303,411 at 6%; with 100% employer match about $341,338 at 4% or $227,558 at 6%.
2010112$449,076$194,485$16,207iApproximate average salary by contribution assumption: employee only about $405,177 at 4% or $270,118 at 6%; with 50% employer match about $270,118 at 4% or $180,079 at 6%; with 100% employer match about $202,589 at 4% or $135,059 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-12$449,076$194,485$16,207iApproximate average salary by contribution assumption: employee only about $405,177 at 4% or $270,118 at 6%; with 50% employer match about $270,118 at 4% or $180,079 at 6%; with 100% employer match about $202,589 at 4% or $135,059 at 6%.
2009113$224,926$166,451$12,804iApproximate average salary by contribution assumption: employee only about $320,098 at 4% or $213,399 at 6%; with 50% employer match about $213,399 at 4% or $142,266 at 6%; with 100% employer match about $160,049 at 4% or $106,699 at 6%.
Coleman, Chavez & Allen LLP 401(K) Plan-13$224,926$166,451$12,804iApproximate average salary by contribution assumption: employee only about $320,098 at 4% or $213,399 at 6%; with 50% employer match about $213,399 at 4% or $142,266 at 6%; with 100% employer match about $160,049 at 4% or $106,699 at 6%.
200816$0$0-
Coleman, Chavez & Allen LLP 401(K) Plan-6---