Cotswold Capital Advisors Inc.
Plan context: Cotswold Capital Advisors Inc. Employees' Profit Sharing Plan and Trust
EIN 30-0521399 • Daufuskie Island, SC • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$371,719
2025 Contributions
$132,833
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $371,719 | $132,833 | $26,567iApproximate average salary by contribution assumption: employee only about $664,165 at 4% or $442,777 at 6%; with 50% employer match about $442,777 at 4% or $295,184 at 6%; with 100% employer match about $332,083 at 4% or $221,388 at 6%. |
| Cotswold Capital Advisors Inc. Employees' Profit Sharing Plan and Trust | - | 5 | $371,719 | $132,833 | $26,567iApproximate average salary by contribution assumption: employee only about $664,165 at 4% or $442,777 at 6%; with 50% employer match about $442,777 at 4% or $295,184 at 6%; with 100% employer match about $332,083 at 4% or $221,388 at 6%. |
| 2024 | 1 | 5 | $245,235 | $85,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Cotswold Capital Advisors Inc. Employees' Profit Sharing Plan and Trust | - | 5 | $245,235 | $85,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2023 | 1 | 5 | $141,380 | $140,759 | $28,152iApproximate average salary by contribution assumption: employee only about $703,795 at 4% or $469,197 at 6%; with 50% employer match about $469,197 at 4% or $312,798 at 6%; with 100% employer match about $351,898 at 4% or $234,598 at 6%. |
| Cotswold Capital Advisors Inc. Employees' Profit Sharing Plan and Trust | - | 5 | $141,380 | $140,759 | $28,152iApproximate average salary by contribution assumption: employee only about $703,795 at 4% or $469,197 at 6%; with 50% employer match about $469,197 at 4% or $312,798 at 6%; with 100% employer match about $351,898 at 4% or $234,598 at 6%. |