Civic Intelligence

Cosner Financial Group LLC

Plan context: Cosner Financial Group LLC 401(K) Plan

EIN 30-0501283 • Windsor, CO • 15 filings • 2 plans

628 Main StWindsor, CO 80550
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$770,030

2024 Contributions

$47,799

Historical Graphs

Total Assets Over Time

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

$770,030$385,015$0201220182024YearValue
$770,030Latest year 2024

Participants Over Time

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

740201220182024YearValue
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
202416$770,030$47,799$7,967iApproximate average salary by contribution assumption: employee only about $199,163 at 4% or $132,775 at 6%; with 50% employer match about $132,775 at 4% or $88,517 at 6%; with 100% employer match about $99,581 at 4% or $66,388 at 6%.
Cosner Financial Group LLC 401(K) Plan-6$770,030$47,799$7,967iApproximate average salary by contribution assumption: employee only about $199,163 at 4% or $132,775 at 6%; with 50% employer match about $132,775 at 4% or $88,517 at 6%; with 100% employer match about $99,581 at 4% or $66,388 at 6%.
202317$641,812$105,226$15,032iApproximate average salary by contribution assumption: employee only about $375,807 at 4% or $250,538 at 6%; with 50% employer match about $250,538 at 4% or $167,025 at 6%; with 100% employer match about $187,904 at 4% or $125,269 at 6%.
Cosner Financial Group LLC 401(K) Plan-7$641,812$105,226$15,032iApproximate average salary by contribution assumption: employee only about $375,807 at 4% or $250,538 at 6%; with 50% employer match about $250,538 at 4% or $167,025 at 6%; with 100% employer match about $187,904 at 4% or $125,269 at 6%.
202217$431,287$77,912$11,130iApproximate average salary by contribution assumption: employee only about $278,257 at 4% or $185,505 at 6%; with 50% employer match about $185,505 at 4% or $123,670 at 6%; with 100% employer match about $139,129 at 4% or $92,752 at 6%.
Cosner Financial Group LLC 401(K) Plan-7$431,287$77,912$11,130iApproximate average salary by contribution assumption: employee only about $278,257 at 4% or $185,505 at 6%; with 50% employer match about $185,505 at 4% or $123,670 at 6%; with 100% employer match about $139,129 at 4% or $92,752 at 6%.
202117$553,665$103,300$14,757iApproximate average salary by contribution assumption: employee only about $368,929 at 4% or $245,952 at 6%; with 50% employer match about $245,952 at 4% or $163,968 at 6%; with 100% employer match about $184,464 at 4% or $122,976 at 6%.
Cosner Financial Group LLC 401(K) Plan-7$553,665$103,300$14,757iApproximate average salary by contribution assumption: employee only about $368,929 at 4% or $245,952 at 6%; with 50% employer match about $245,952 at 4% or $163,968 at 6%; with 100% employer match about $184,464 at 4% or $122,976 at 6%.
202016$331,217$56,884$9,481iApproximate average salary by contribution assumption: employee only about $237,017 at 4% or $158,011 at 6%; with 50% employer match about $158,011 at 4% or $105,341 at 6%; with 100% employer match about $118,508 at 4% or $79,006 at 6%.
Cosner Financial Group LLC 401(K) Plan-6$331,217$56,884$9,481iApproximate average salary by contribution assumption: employee only about $237,017 at 4% or $158,011 at 6%; with 50% employer match about $158,011 at 4% or $105,341 at 6%; with 100% employer match about $118,508 at 4% or $79,006 at 6%.
201914$406,426$48,747$12,187iApproximate average salary by contribution assumption: employee only about $304,669 at 4% or $203,113 at 6%; with 50% employer match about $203,113 at 4% or $135,408 at 6%; with 100% employer match about $152,334 at 4% or $101,556 at 6%.
Cosner Financial Group LLC 401(K) Plan-4$406,426$48,747$12,187iApproximate average salary by contribution assumption: employee only about $304,669 at 4% or $203,113 at 6%; with 50% employer match about $203,113 at 4% or $135,408 at 6%; with 100% employer match about $152,334 at 4% or $101,556 at 6%.
201814$342,146$43,676$10,919iApproximate average salary by contribution assumption: employee only about $272,975 at 4% or $181,983 at 6%; with 50% employer match about $181,983 at 4% or $121,322 at 6%; with 100% employer match about $136,488 at 4% or $90,992 at 6%.
Cosner Financial Group LLC 401(K) Plan-4$342,146$43,676$10,919iApproximate average salary by contribution assumption: employee only about $272,975 at 4% or $181,983 at 6%; with 50% employer match about $181,983 at 4% or $121,322 at 6%; with 100% employer match about $136,488 at 4% or $90,992 at 6%.
201714$304,069$35,226$8,807iApproximate average salary by contribution assumption: employee only about $220,163 at 4% or $146,775 at 6%; with 50% employer match about $146,775 at 4% or $97,850 at 6%; with 100% employer match about $110,081 at 4% or $73,388 at 6%.
Cosner Financial Group LLC 401(K) Plan-4$304,069$35,226$8,807iApproximate average salary by contribution assumption: employee only about $220,163 at 4% or $146,775 at 6%; with 50% employer match about $146,775 at 4% or $97,850 at 6%; with 100% employer match about $110,081 at 4% or $73,388 at 6%.
201615$360,221$125,209$25,042iApproximate average salary by contribution assumption: employee only about $626,045 at 4% or $417,363 at 6%; with 50% employer match about $417,363 at 4% or $278,242 at 6%; with 100% employer match about $313,023 at 4% or $208,682 at 6%.
Cosner Financial Group LLC 401(K) Plan-5$360,221$125,209$25,042iApproximate average salary by contribution assumption: employee only about $626,045 at 4% or $417,363 at 6%; with 50% employer match about $417,363 at 4% or $278,242 at 6%; with 100% employer match about $313,023 at 4% or $208,682 at 6%.
201525$214,575$127,402$25,480iApproximate average salary by contribution assumption: employee only about $637,010 at 4% or $424,673 at 6%; with 50% employer match about $424,673 at 4% or $283,116 at 6%; with 100% employer match about $318,505 at 4% or $212,337 at 6%.
Cosner Financial Group LLC 401(K) Plan-5$214,575$127,402$25,480iApproximate average salary by contribution assumption: employee only about $637,010 at 4% or $424,673 at 6%; with 50% employer match about $424,673 at 4% or $283,116 at 6%; with 100% employer match about $318,505 at 4% or $212,337 at 6%.
Cosner Financial Group LLC Pension Plan-0$0$0-
201425$441,427$96,728$19,346iApproximate average salary by contribution assumption: employee only about $483,640 at 4% or $322,427 at 6%; with 50% employer match about $322,427 at 4% or $214,951 at 6%; with 100% employer match about $241,820 at 4% or $161,213 at 6%.
Cosner Financial Group LLC Pension Plan-3$344,701--
Cosner Financial Group LLC 401(K) Plan-5$96,726$96,728$19,346iApproximate average salary by contribution assumption: employee only about $483,640 at 4% or $322,427 at 6%; with 50% employer match about $322,427 at 4% or $214,951 at 6%; with 100% employer match about $241,820 at 4% or $161,213 at 6%.
201313$403,236$183,301$61,100iApproximate average salary by contribution assumption: employee only about $1,527,508 at 4% or $1,018,339 at 6%; with 50% employer match about $1,018,339 at 4% or $678,893 at 6%; with 100% employer match about $763,754 at 4% or $509,169 at 6%.
Cosner Financial Group LLC Pension Plan-3$403,236$183,301$61,100iApproximate average salary by contribution assumption: employee only about $1,527,508 at 4% or $1,018,339 at 6%; with 50% employer match about $1,018,339 at 4% or $678,893 at 6%; with 100% employer match about $763,754 at 4% or $509,169 at 6%.
201214$190,000$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
Cosner Financial Group LLC Pension Plan-4$190,000$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.