Civic Intelligence

Coordinated Plan Inc.

Plan context: Coordinated Plan Inc. Retirement Savings Plan

EIN 27-1493473 • Pittsford, NY • 18 filings • 2 plans

1080 Pittsford-victor RoadSuite 201Pittsford, NY 14534
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,257,245

2025 Contributions

$178,375

Historical Graphs

Total Assets Over Time

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

$3,723,719$1,861,860$0201520202025YearValue
$2,257,245Latest year 2025

Participants Over Time

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

1470201520202025YearValue
14Latest 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
2025114$2,257,245$178,375$12,741iApproximate average salary by contribution assumption: employee only about $318,527 at 4% or $212,351 at 6%; with 50% employer match about $212,351 at 4% or $141,567 at 6%; with 100% employer match about $159,263 at 4% or $106,176 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-14$2,257,245$178,375$12,741iApproximate average salary by contribution assumption: employee only about $318,527 at 4% or $212,351 at 6%; with 50% employer match about $212,351 at 4% or $141,567 at 6%; with 100% employer match about $159,263 at 4% or $106,176 at 6%.
2024214$3,723,719$483,241$34,517iApproximate average salary by contribution assumption: employee only about $862,930 at 4% or $575,287 at 6%; with 50% employer match about $575,287 at 4% or $383,525 at 6%; with 100% employer match about $431,465 at 4% or $287,643 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-14$1,868,734$272,366$19,455iApproximate average salary by contribution assumption: employee only about $486,368 at 4% or $324,245 at 6%; with 50% employer match about $324,245 at 4% or $216,163 at 6%; with 100% employer match about $243,184 at 4% or $162,123 at 6%.
COORDINATED PLAN, INC. CASH BALANCE PLAN-10$1,854,985$210,875$21,088iApproximate average salary by contribution assumption: employee only about $527,188 at 4% or $351,458 at 6%; with 50% employer match about $351,458 at 4% or $234,306 at 6%; with 100% employer match about $263,594 at 4% or $175,729 at 6%.
2023213$2,847,835$456,874$35,144iApproximate average salary by contribution assumption: employee only about $878,604 at 4% or $585,736 at 6%; with 50% employer match about $585,736 at 4% or $390,491 at 6%; with 100% employer match about $439,302 at 4% or $292,868 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-13$1,428,709$245,824$18,910iApproximate average salary by contribution assumption: employee only about $472,738 at 4% or $315,159 at 6%; with 50% employer match about $315,159 at 4% or $210,106 at 6%; with 100% employer match about $236,369 at 4% or $157,579 at 6%.
COORDINATED PLAN, INC. CASH BALANCE PLAN-11$1,419,126$211,050$19,186iApproximate average salary by contribution assumption: employee only about $479,659 at 4% or $319,773 at 6%; with 50% employer match about $319,773 at 4% or $213,182 at 6%; with 100% employer match about $239,830 at 4% or $159,886 at 6%.
2022213$2,096,804$524,663$40,359iApproximate average salary by contribution assumption: employee only about $1,008,967 at 4% or $672,645 at 6%; with 50% employer match about $672,645 at 4% or $448,430 at 6%; with 100% employer match about $504,484 at 4% or $336,322 at 6%.
COORDINATED PLAN, INC. CASH BALANCE PLAN-8$1,059,237$215,000$26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-13$1,037,567$309,663$23,820iApproximate average salary by contribution assumption: employee only about $595,506 at 4% or $397,004 at 6%; with 50% employer match about $397,004 at 4% or $264,669 at 6%; with 100% employer match about $297,753 at 4% or $198,502 at 6%.
2021211$2,388,535$426,212$38,747iApproximate average salary by contribution assumption: employee only about $968,664 at 4% or $645,776 at 6%; with 50% employer match about $645,776 at 4% or $430,517 at 6%; with 100% employer match about $484,332 at 4% or $322,888 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-11$1,365,576$219,562$19,960iApproximate average salary by contribution assumption: employee only about $499,005 at 4% or $332,670 at 6%; with 50% employer match about $332,670 at 4% or $221,780 at 6%; with 100% employer match about $249,502 at 4% or $166,335 at 6%.
COORDINATED PLAN, INC. CASH BALANCE PLAN-7$1,022,959$206,650$29,521iApproximate average salary by contribution assumption: employee only about $738,036 at 4% or $492,024 at 6%; with 50% employer match about $492,024 at 4% or $328,016 at 6%; with 100% employer match about $369,018 at 4% or $246,012 at 6%.
202029$2,320,577$379,284$42,143iApproximate average salary by contribution assumption: employee only about $1,053,567 at 4% or $702,378 at 6%; with 50% employer match about $702,378 at 4% or $468,252 at 6%; with 100% employer match about $526,783 at 4% or $351,189 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-9$1,647,332$173,178$19,242iApproximate average salary by contribution assumption: employee only about $481,050 at 4% or $320,700 at 6%; with 50% employer match about $320,700 at 4% or $213,800 at 6%; with 100% employer match about $240,525 at 4% or $160,350 at 6%.
COORDINATED PLAN, INC. CASH BALANCE PLAN-7$673,245$206,106$29,444iApproximate average salary by contribution assumption: employee only about $736,093 at 4% or $490,729 at 6%; with 50% employer match about $490,729 at 4% or $327,152 at 6%; with 100% employer match about $368,046 at 4% or $245,364 at 6%.
201929$1,637,968$352,445$39,161iApproximate average salary by contribution assumption: employee only about $979,014 at 4% or $652,676 at 6%; with 50% employer match about $652,676 at 4% or $435,117 at 6%; with 100% employer match about $489,507 at 4% or $326,338 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-9$1,209,940$128,397$14,266iApproximate average salary by contribution assumption: employee only about $356,658 at 4% or $237,772 at 6%; with 50% employer match about $237,772 at 4% or $158,515 at 6%; with 100% employer match about $178,329 at 4% or $118,886 at 6%.
COORDINATED PLAN, INC. CASH BALANCE PLAN-4$428,028$224,048$56,012iApproximate average salary by contribution assumption: employee only about $1,400,300 at 4% or $933,533 at 6%; with 50% employer match about $933,533 at 4% or $622,356 at 6%; with 100% employer match about $700,150 at 4% or $466,767 at 6%.
201827$1,094,782$337,948$48,278iApproximate average salary by contribution assumption: employee only about $1,206,957 at 4% or $804,638 at 6%; with 50% employer match about $804,638 at 4% or $536,425 at 6%; with 100% employer match about $603,479 at 4% or $402,319 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-7$890,407$133,573$19,082iApproximate average salary by contribution assumption: employee only about $477,046 at 4% or $318,031 at 6%; with 50% employer match about $318,031 at 4% or $212,021 at 6%; with 100% employer match about $238,523 at 4% or $159,015 at 6%.
COORDINATED PLAN, INC. CASH BALANCE PLAN-5$204,375$204,375$40,875iApproximate average salary by contribution assumption: employee only about $1,021,875 at 4% or $681,250 at 6%; with 50% employer match about $681,250 at 4% or $454,167 at 6%; with 100% employer match about $510,938 at 4% or $340,625 at 6%.
201716$801,595$133,493$22,249iApproximate average salary by contribution assumption: employee only about $556,221 at 4% or $370,814 at 6%; with 50% employer match about $370,814 at 4% or $247,209 at 6%; with 100% employer match about $278,110 at 4% or $185,407 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-6$801,595$133,493$22,249iApproximate average salary by contribution assumption: employee only about $556,221 at 4% or $370,814 at 6%; with 50% employer match about $370,814 at 4% or $247,209 at 6%; with 100% employer match about $278,110 at 4% or $185,407 at 6%.
201615$571,559$100,841$20,168iApproximate average salary by contribution assumption: employee only about $504,205 at 4% or $336,137 at 6%; with 50% employer match about $336,137 at 4% or $224,091 at 6%; with 100% employer match about $252,103 at 4% or $168,068 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-5$571,559$100,841$20,168iApproximate average salary by contribution assumption: employee only about $504,205 at 4% or $336,137 at 6%; with 50% employer match about $336,137 at 4% or $224,091 at 6%; with 100% employer match about $252,103 at 4% or $168,068 at 6%.
201515$604,051$91,480$18,296iApproximate average salary by contribution assumption: employee only about $457,400 at 4% or $304,933 at 6%; with 50% employer match about $304,933 at 4% or $203,289 at 6%; with 100% employer match about $228,700 at 4% or $152,467 at 6%.
Coordinated Plan Inc. Retirement Savings Plan-5$604,051$91,480$18,296iApproximate average salary by contribution assumption: employee only about $457,400 at 4% or $304,933 at 6%; with 50% employer match about $304,933 at 4% or $203,289 at 6%; with 100% employer match about $228,700 at 4% or $152,467 at 6%.