Civic Intelligence

Cole & Associates Cpas LLC

Plan context: Cole & Associates Cpas LLC 401K Plan

EIN 26-2951116 • Roanoke, VA • 17 filings • 2 plans

2118 Rosalind Avenue SWRoanoke, VA 24014
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$4,036,307

2025 Contributions

$91,403

Historical Graphs

Total Assets Over Time

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

$4,036,307$2,018,154$0200920172024YearValue
$4,036,307Latest year 2024

Participants Over Time

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

1260200920172024YearValue
6Latest 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
202510$0$0-
Cole & Associates Cpas LLC 401K Plan-0$0--
202416$4,036,307$91,403$15,234iApproximate average salary by contribution assumption: employee only about $380,846 at 4% or $253,897 at 6%; with 50% employer match about $253,897 at 4% or $169,265 at 6%; with 100% employer match about $190,423 at 4% or $126,949 at 6%.
Cole & Associates Cpas LLC 401K Plan-6$4,036,307$91,403$15,234iApproximate average salary by contribution assumption: employee only about $380,846 at 4% or $253,897 at 6%; with 50% employer match about $253,897 at 4% or $169,265 at 6%; with 100% employer match about $190,423 at 4% or $126,949 at 6%.
202316$3,333,988$85,903$14,317iApproximate average salary by contribution assumption: employee only about $357,929 at 4% or $238,619 at 6%; with 50% employer match about $238,619 at 4% or $159,080 at 6%; with 100% employer match about $178,965 at 4% or $119,310 at 6%.
Cole & Associates Cpas LLC 401K Plan-6$3,333,988$85,903$14,317iApproximate average salary by contribution assumption: employee only about $357,929 at 4% or $238,619 at 6%; with 50% employer match about $238,619 at 4% or $159,080 at 6%; with 100% employer match about $178,965 at 4% or $119,310 at 6%.
202218$2,836,302$85,403$10,675iApproximate average salary by contribution assumption: employee only about $266,884 at 4% or $177,923 at 6%; with 50% employer match about $177,923 at 4% or $118,615 at 6%; with 100% employer match about $133,442 at 4% or $88,961 at 6%.
Cole & Associates Cpas LLC 401K Plan-8$2,836,302$85,403$10,675iApproximate average salary by contribution assumption: employee only about $266,884 at 4% or $177,923 at 6%; with 50% employer match about $177,923 at 4% or $118,615 at 6%; with 100% employer match about $133,442 at 4% or $88,961 at 6%.
2021112$3,040,253$82,182$6,849iApproximate average salary by contribution assumption: employee only about $171,213 at 4% or $114,142 at 6%; with 50% employer match about $114,142 at 4% or $76,094 at 6%; with 100% employer match about $85,606 at 4% or $57,071 at 6%.
Cole & Associates Cpas LLC 401K Plan-12$3,040,253$82,182$6,849iApproximate average salary by contribution assumption: employee only about $171,213 at 4% or $114,142 at 6%; with 50% employer match about $114,142 at 4% or $76,094 at 6%; with 100% employer match about $85,606 at 4% or $57,071 at 6%.
2020110$2,505,711$64,148$6,415iApproximate average salary by contribution assumption: employee only about $160,370 at 4% or $106,913 at 6%; with 50% employer match about $106,913 at 4% or $71,276 at 6%; with 100% employer match about $80,185 at 4% or $53,457 at 6%.
Cole & Associates Cpas LLC 401K Plan-10$2,505,711$64,148$6,415iApproximate average salary by contribution assumption: employee only about $160,370 at 4% or $106,913 at 6%; with 50% employer match about $106,913 at 4% or $71,276 at 6%; with 100% employer match about $80,185 at 4% or $53,457 at 6%.
2019110$2,272,979$57,118$5,712iApproximate average salary by contribution assumption: employee only about $142,795 at 4% or $95,197 at 6%; with 50% employer match about $95,197 at 4% or $63,464 at 6%; with 100% employer match about $71,398 at 4% or $47,598 at 6%.
Cole & Associates Cpas LLC 401K Plan-10$2,272,979$57,118$5,712iApproximate average salary by contribution assumption: employee only about $142,795 at 4% or $95,197 at 6%; with 50% employer match about $95,197 at 4% or $63,464 at 6%; with 100% employer match about $71,398 at 4% or $47,598 at 6%.
2018110$1,835,016$65,913$6,591iApproximate average salary by contribution assumption: employee only about $164,783 at 4% or $109,855 at 6%; with 50% employer match about $109,855 at 4% or $73,237 at 6%; with 100% employer match about $82,391 at 4% or $54,928 at 6%.
Cole & Associates Cpas LLC 401K Plan-10$1,835,016$65,913$6,591iApproximate average salary by contribution assumption: employee only about $164,783 at 4% or $109,855 at 6%; with 50% employer match about $109,855 at 4% or $73,237 at 6%; with 100% employer match about $82,391 at 4% or $54,928 at 6%.
201718$1,889,909$64,899$8,112iApproximate average salary by contribution assumption: employee only about $202,809 at 4% or $135,206 at 6%; with 50% employer match about $135,206 at 4% or $90,138 at 6%; with 100% employer match about $101,405 at 4% or $67,603 at 6%.
Cole & Associates Cpas LLC 401K Plan-8$1,889,909$64,899$8,112iApproximate average salary by contribution assumption: employee only about $202,809 at 4% or $135,206 at 6%; with 50% employer match about $135,206 at 4% or $90,138 at 6%; with 100% employer match about $101,405 at 4% or $67,603 at 6%.
201619$1,719,578$87,832$9,759iApproximate average salary by contribution assumption: employee only about $243,978 at 4% or $162,652 at 6%; with 50% employer match about $162,652 at 4% or $108,435 at 6%; with 100% employer match about $121,989 at 4% or $81,326 at 6%.
Cole & Associates Cpas LLC 401K Plan-9$1,719,578$87,832$9,759iApproximate average salary by contribution assumption: employee only about $243,978 at 4% or $162,652 at 6%; with 50% employer match about $162,652 at 4% or $108,435 at 6%; with 100% employer match about $121,989 at 4% or $81,326 at 6%.
201519$1,453,672$75,981$8,442iApproximate average salary by contribution assumption: employee only about $211,058 at 4% or $140,706 at 6%; with 50% employer match about $140,706 at 4% or $93,804 at 6%; with 100% employer match about $105,529 at 4% or $70,353 at 6%.
Cole & Associates Cpas LLC 401K Plan-9$1,453,672$75,981$8,442iApproximate average salary by contribution assumption: employee only about $211,058 at 4% or $140,706 at 6%; with 50% employer match about $140,706 at 4% or $93,804 at 6%; with 100% employer match about $105,529 at 4% or $70,353 at 6%.
201419$1,405,743$81,478$9,053iApproximate average salary by contribution assumption: employee only about $226,328 at 4% or $150,885 at 6%; with 50% employer match about $150,885 at 4% or $100,590 at 6%; with 100% employer match about $113,164 at 4% or $75,443 at 6%.
Cole & Associates Cpas LLC 401K Plan-9$1,405,743$81,478$9,053iApproximate average salary by contribution assumption: employee only about $226,328 at 4% or $150,885 at 6%; with 50% employer match about $150,885 at 4% or $100,590 at 6%; with 100% employer match about $113,164 at 4% or $75,443 at 6%.
2013110$1,346,083$65,693$6,569iApproximate average salary by contribution assumption: employee only about $164,233 at 4% or $109,488 at 6%; with 50% employer match about $109,488 at 4% or $72,992 at 6%; with 100% employer match about $82,116 at 4% or $54,744 at 6%.
Cole & Associates Cpas LLC 401K Plan-10$1,346,083$65,693$6,569iApproximate average salary by contribution assumption: employee only about $164,233 at 4% or $109,488 at 6%; with 50% employer match about $109,488 at 4% or $72,992 at 6%; with 100% employer match about $82,116 at 4% or $54,744 at 6%.
2012111$1,095,824$90,199$8,200iApproximate average salary by contribution assumption: employee only about $204,998 at 4% or $136,665 at 6%; with 50% employer match about $136,665 at 4% or $91,110 at 6%; with 100% employer match about $102,499 at 4% or $68,333 at 6%.
Cole & Associates Cpas LLC 401K Plan-11$1,095,824$90,199$8,200iApproximate average salary by contribution assumption: employee only about $204,998 at 4% or $136,665 at 6%; with 50% employer match about $136,665 at 4% or $91,110 at 6%; with 100% employer match about $102,499 at 4% or $68,333 at 6%.
2011110$919,985$131,664$13,166iApproximate average salary by contribution assumption: employee only about $329,160 at 4% or $219,440 at 6%; with 50% employer match about $219,440 at 4% or $146,293 at 6%; with 100% employer match about $164,580 at 4% or $109,720 at 6%.
Cole & Associates Cpas LLC 401K Plan-10$919,985$131,664$13,166iApproximate average salary by contribution assumption: employee only about $329,160 at 4% or $219,440 at 6%; with 50% employer match about $219,440 at 4% or $146,293 at 6%; with 100% employer match about $164,580 at 4% or $109,720 at 6%.
2010110$760,589$297,172$29,717iApproximate average salary by contribution assumption: employee only about $742,930 at 4% or $495,287 at 6%; with 50% employer match about $495,287 at 4% or $330,191 at 6%; with 100% employer match about $371,465 at 4% or $247,643 at 6%.
Cole & Associates Cpas LLC 401K Plan-10$760,589$297,172$29,717iApproximate average salary by contribution assumption: employee only about $742,930 at 4% or $495,287 at 6%; with 50% employer match about $495,287 at 4% or $330,191 at 6%; with 100% employer match about $371,465 at 4% or $247,643 at 6%.
2009110$382,414$358,157$35,816iApproximate average salary by contribution assumption: employee only about $895,392 at 4% or $596,928 at 6%; with 50% employer match about $596,928 at 4% or $397,952 at 6%; with 100% employer match about $447,696 at 4% or $298,464 at 6%.
Cole & Associates Cpas LLC 401K Plan-10$382,414$358,157$35,816iApproximate average salary by contribution assumption: employee only about $895,392 at 4% or $596,928 at 6%; with 50% employer match about $596,928 at 4% or $397,952 at 6%; with 100% employer match about $447,696 at 4% or $298,464 at 6%.