Civic Intelligence

Coles Barton LLP

Plan context: Coles Barton LLP 401(K) Profit Sharing Plan

EIN 26-4829827 • Lawrenceville, GA • 16 filings • 2 plans

150 South Perry St.Suite 100Lawrenceville, GA 30046
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,513,496

2024 Contributions

$37,467

Historical Graphs

Total Assets Over Time

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

$3,513,496$1,756,748$0200920162023YearValue
$3,513,496Latest year 2023

Participants Over Time

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

1160200920162023YearValue
10Latest year 2023

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
202410$0$37,467-
Coles Barton LLP 401(K) Profit Sharing Plan-0$0$37,467-
2023110$3,513,496$186,244$18,624iApproximate average salary by contribution assumption: employee only about $465,610 at 4% or $310,407 at 6%; with 50% employer match about $310,407 at 4% or $206,938 at 6%; with 100% employer match about $232,805 at 4% or $155,203 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-10$3,513,496$186,244$18,624iApproximate average salary by contribution assumption: employee only about $465,610 at 4% or $310,407 at 6%; with 50% employer match about $310,407 at 4% or $206,938 at 6%; with 100% employer match about $232,805 at 4% or $155,203 at 6%.
2022110$2,800,302$187,604$18,760iApproximate average salary by contribution assumption: employee only about $469,010 at 4% or $312,673 at 6%; with 50% employer match about $312,673 at 4% or $208,449 at 6%; with 100% employer match about $234,505 at 4% or $156,337 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-10$2,800,302$187,604$18,760iApproximate average salary by contribution assumption: employee only about $469,010 at 4% or $312,673 at 6%; with 50% employer match about $312,673 at 4% or $208,449 at 6%; with 100% employer match about $234,505 at 4% or $156,337 at 6%.
202119$3,197,971$170,828$18,981iApproximate average salary by contribution assumption: employee only about $474,522 at 4% or $316,348 at 6%; with 50% employer match about $316,348 at 4% or $210,899 at 6%; with 100% employer match about $237,261 at 4% or $158,174 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-9$3,197,971$170,828$18,981iApproximate average salary by contribution assumption: employee only about $474,522 at 4% or $316,348 at 6%; with 50% employer match about $316,348 at 4% or $210,899 at 6%; with 100% employer match about $237,261 at 4% or $158,174 at 6%.
202019$2,634,346$173,973$19,330iApproximate average salary by contribution assumption: employee only about $483,258 at 4% or $322,172 at 6%; with 50% employer match about $322,172 at 4% or $214,781 at 6%; with 100% employer match about $241,629 at 4% or $161,086 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-9$2,634,346$173,973$19,330iApproximate average salary by contribution assumption: employee only about $483,258 at 4% or $322,172 at 6%; with 50% employer match about $322,172 at 4% or $214,781 at 6%; with 100% employer match about $241,629 at 4% or $161,086 at 6%.
201918$2,081,813$163,658$20,457iApproximate average salary by contribution assumption: employee only about $511,431 at 4% or $340,954 at 6%; with 50% employer match about $340,954 at 4% or $227,303 at 6%; with 100% employer match about $255,716 at 4% or $170,477 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-8$2,081,813$163,658$20,457iApproximate average salary by contribution assumption: employee only about $511,431 at 4% or $340,954 at 6%; with 50% employer match about $340,954 at 4% or $227,303 at 6%; with 100% employer match about $255,716 at 4% or $170,477 at 6%.
201819$1,569,045$159,875$17,764iApproximate average salary by contribution assumption: employee only about $444,097 at 4% or $296,065 at 6%; with 50% employer match about $296,065 at 4% or $197,377 at 6%; with 100% employer match about $222,049 at 4% or $148,032 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-9$1,569,045$159,875$17,764iApproximate average salary by contribution assumption: employee only about $444,097 at 4% or $296,065 at 6%; with 50% employer match about $296,065 at 4% or $197,377 at 6%; with 100% employer match about $222,049 at 4% or $148,032 at 6%.
2017111$1,591,505$161,196$14,654iApproximate average salary by contribution assumption: employee only about $366,355 at 4% or $244,236 at 6%; with 50% employer match about $244,236 at 4% or $162,824 at 6%; with 100% employer match about $183,177 at 4% or $122,118 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-11$1,591,505$161,196$14,654iApproximate average salary by contribution assumption: employee only about $366,355 at 4% or $244,236 at 6%; with 50% employer match about $244,236 at 4% or $162,824 at 6%; with 100% employer match about $183,177 at 4% or $122,118 at 6%.
2016111$1,203,527$178,983$16,271iApproximate average salary by contribution assumption: employee only about $406,780 at 4% or $271,186 at 6%; with 50% employer match about $271,186 at 4% or $180,791 at 6%; with 100% employer match about $203,390 at 4% or $135,593 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-11$1,203,527$178,983$16,271iApproximate average salary by contribution assumption: employee only about $406,780 at 4% or $271,186 at 6%; with 50% employer match about $271,186 at 4% or $180,791 at 6%; with 100% employer match about $203,390 at 4% or $135,593 at 6%.
2015110$941,390$169,286$16,929iApproximate average salary by contribution assumption: employee only about $423,215 at 4% or $282,143 at 6%; with 50% employer match about $282,143 at 4% or $188,096 at 6%; with 100% employer match about $211,607 at 4% or $141,072 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-10$941,390$169,286$16,929iApproximate average salary by contribution assumption: employee only about $423,215 at 4% or $282,143 at 6%; with 50% employer match about $282,143 at 4% or $188,096 at 6%; with 100% employer match about $211,607 at 4% or $141,072 at 6%.
201417$796,779$140,368$20,053iApproximate average salary by contribution assumption: employee only about $501,314 at 4% or $334,210 at 6%; with 50% employer match about $334,210 at 4% or $222,806 at 6%; with 100% employer match about $250,657 at 4% or $167,105 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-7$796,779$140,368$20,053iApproximate average salary by contribution assumption: employee only about $501,314 at 4% or $334,210 at 6%; with 50% employer match about $334,210 at 4% or $222,806 at 6%; with 100% employer match about $250,657 at 4% or $167,105 at 6%.
201317$641,594$132,822$18,975iApproximate average salary by contribution assumption: employee only about $474,364 at 4% or $316,243 at 6%; with 50% employer match about $316,243 at 4% or $210,829 at 6%; with 100% employer match about $237,182 at 4% or $158,121 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-7$641,594$132,822$18,975iApproximate average salary by contribution assumption: employee only about $474,364 at 4% or $316,243 at 6%; with 50% employer match about $316,243 at 4% or $210,829 at 6%; with 100% employer match about $237,182 at 4% or $158,121 at 6%.
201216$422,277$65,947$10,991iApproximate average salary by contribution assumption: employee only about $274,779 at 4% or $183,186 at 6%; with 50% employer match about $183,186 at 4% or $122,124 at 6%; with 100% employer match about $137,390 at 4% or $91,593 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-6$422,277$65,947$10,991iApproximate average salary by contribution assumption: employee only about $274,779 at 4% or $183,186 at 6%; with 50% employer match about $183,186 at 4% or $122,124 at 6%; with 100% employer match about $137,390 at 4% or $91,593 at 6%.
201116$322,105$121,940$20,323iApproximate average salary by contribution assumption: employee only about $508,083 at 4% or $338,722 at 6%; with 50% employer match about $338,722 at 4% or $225,815 at 6%; with 100% employer match about $254,042 at 4% or $169,361 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-6$322,105$121,940$20,323iApproximate average salary by contribution assumption: employee only about $508,083 at 4% or $338,722 at 6%; with 50% employer match about $338,722 at 4% or $225,815 at 6%; with 100% employer match about $254,042 at 4% or $169,361 at 6%.
201013$216,515$97,471$32,490iApproximate average salary by contribution assumption: employee only about $812,258 at 4% or $541,506 at 6%; with 50% employer match about $541,506 at 4% or $361,004 at 6%; with 100% employer match about $406,129 at 4% or $270,753 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-3$216,515$97,471$32,490iApproximate average salary by contribution assumption: employee only about $812,258 at 4% or $541,506 at 6%; with 50% employer match about $541,506 at 4% or $361,004 at 6%; with 100% employer match about $406,129 at 4% or $270,753 at 6%.
200912$93,708$93,708$46,854iApproximate average salary by contribution assumption: employee only about $1,171,350 at 4% or $780,900 at 6%; with 50% employer match about $780,900 at 4% or $520,600 at 6%; with 100% employer match about $585,675 at 4% or $390,450 at 6%.
Coles Barton LLP 401(K) Profit Sharing Plan-2$93,708$93,708$46,854iApproximate average salary by contribution assumption: employee only about $1,171,350 at 4% or $780,900 at 6%; with 50% employer match about $780,900 at 4% or $520,600 at 6%; with 100% employer match about $585,675 at 4% or $390,450 at 6%.