Civic Intelligence

Coe Capital Management LLC

Plan context: Coe Capital Management LLC 401(K) Plan

EIN 36-4288085 • Chicago, IL • 33 filings • 4 plans

180 N. Lasalle Suite 1800Chicago, IL 60601
Current Snapshot

Latest Year

2020

2020 Participants

25

2020 Assets

$3,285,130

2020 Contributions

$430,990

Historical Graphs

Total Assets Over Time

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

$5,801,768$2,900,884$0200320132020YearValue
$3,285,130Latest year 2020

Participants Over Time

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

25130200120122020YearValue
25Latest year 2020

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
2020225$3,285,130$430,990$17,240iApproximate average salary by contribution assumption: employee only about $430,990 at 4% or $287,327 at 6%; with 50% employer match about $287,327 at 4% or $191,551 at 6%; with 100% employer match about $215,495 at 4% or $143,663 at 6%.
Coe Capital Management LLC 401(K) Plan-25$3,285,130$430,990$17,240iApproximate average salary by contribution assumption: employee only about $430,990 at 4% or $287,327 at 6%; with 50% employer match about $287,327 at 4% or $191,551 at 6%; with 100% employer match about $215,495 at 4% or $143,663 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-0$0$0-
2019223$5,397,374$591,838$25,732iApproximate average salary by contribution assumption: employee only about $643,302 at 4% or $428,868 at 6%; with 50% employer match about $428,868 at 4% or $285,912 at 6%; with 100% employer match about $321,651 at 4% or $214,434 at 6%.
Coe Capital Management LLC 401(K) Plan-23$2,935,328$369,263$16,055iApproximate average salary by contribution assumption: employee only about $401,373 at 4% or $267,582 at 6%; with 50% employer match about $267,582 at 4% or $178,388 at 6%; with 100% employer match about $200,686 at 4% or $133,791 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-20$2,462,046$222,575$11,129iApproximate average salary by contribution assumption: employee only about $278,219 at 4% or $185,479 at 6%; with 50% employer match about $185,479 at 4% or $123,653 at 6%; with 100% employer match about $139,109 at 4% or $92,740 at 6%.
2018223$5,014,762$615,633$26,767iApproximate average salary by contribution assumption: employee only about $669,166 at 4% or $446,111 at 6%; with 50% employer match about $446,111 at 4% or $297,407 at 6%; with 100% employer match about $334,583 at 4% or $223,055 at 6%.
Coe Capital Management LLC 401(K) Plan-23$2,985,530$340,223$14,792iApproximate average salary by contribution assumption: employee only about $369,808 at 4% or $246,538 at 6%; with 50% employer match about $246,538 at 4% or $164,359 at 6%; with 100% employer match about $184,904 at 4% or $123,269 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-18$2,029,232$275,410$15,301iApproximate average salary by contribution assumption: employee only about $382,514 at 4% or $255,009 at 6%; with 50% employer match about $255,009 at 4% or $170,006 at 6%; with 100% employer match about $191,257 at 4% or $127,505 at 6%.
2017222$5,801,768$461,852$20,993iApproximate average salary by contribution assumption: employee only about $524,832 at 4% or $349,888 at 6%; with 50% employer match about $349,888 at 4% or $233,259 at 6%; with 100% employer match about $262,416 at 4% or $174,944 at 6%.
Coe Capital Management LLC 401(K) Plan-22$3,988,220$295,177$13,417iApproximate average salary by contribution assumption: employee only about $335,428 at 4% or $223,619 at 6%; with 50% employer match about $223,619 at 4% or $149,079 at 6%; with 100% employer match about $167,714 at 4% or $111,809 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-19$1,813,548$166,675$8,772iApproximate average salary by contribution assumption: employee only about $219,309 at 4% or $146,206 at 6%; with 50% employer match about $146,206 at 4% or $97,471 at 6%; with 100% employer match about $109,655 at 4% or $73,103 at 6%.
2016223$4,862,423$384,663$16,724iApproximate average salary by contribution assumption: employee only about $418,112 at 4% or $278,741 at 6%; with 50% employer match about $278,741 at 4% or $185,828 at 6%; with 100% employer match about $209,056 at 4% or $139,371 at 6%.
Coe Capital Management LLC 401(K) Plan-23$3,304,743$264,813$11,514iApproximate average salary by contribution assumption: employee only about $287,840 at 4% or $191,893 at 6%; with 50% employer match about $191,893 at 4% or $127,929 at 6%; with 100% employer match about $143,920 at 4% or $95,947 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-17$1,557,680$119,850$7,050iApproximate average salary by contribution assumption: employee only about $176,250 at 4% or $117,500 at 6%; with 50% employer match about $117,500 at 4% or $78,333 at 6%; with 100% employer match about $88,125 at 4% or $58,750 at 6%.
2015221$4,173,987$502,919$23,949iApproximate average salary by contribution assumption: employee only about $598,713 at 4% or $399,142 at 6%; with 50% employer match about $399,142 at 4% or $266,095 at 6%; with 100% employer match about $299,357 at 4% or $199,571 at 6%.
Coe Capital Management LLC 401(K) Plan-21$2,800,070$253,571$12,075iApproximate average salary by contribution assumption: employee only about $301,870 at 4% or $201,247 at 6%; with 50% employer match about $201,247 at 4% or $134,165 at 6%; with 100% employer match about $150,935 at 4% or $100,623 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-14$1,373,917$249,348$17,811iApproximate average salary by contribution assumption: employee only about $445,264 at 4% or $296,843 at 6%; with 50% employer match about $296,843 at 4% or $197,895 at 6%; with 100% employer match about $222,632 at 4% or $148,421 at 6%.
2014215$3,935,180$393,482$26,232iApproximate average salary by contribution assumption: employee only about $655,803 at 4% or $437,202 at 6%; with 50% employer match about $437,202 at 4% or $291,468 at 6%; with 100% employer match about $327,902 at 4% or $218,601 at 6%.
Coe Capital Management LLC 401(K) Plan-15$2,745,268$236,507$15,767iApproximate average salary by contribution assumption: employee only about $394,178 at 4% or $262,786 at 6%; with 50% employer match about $262,786 at 4% or $175,190 at 6%; with 100% employer match about $197,089 at 4% or $131,393 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-13$1,189,912$156,975$12,075iApproximate average salary by contribution assumption: employee only about $301,875 at 4% or $201,250 at 6%; with 50% employer match about $201,250 at 4% or $134,167 at 6%; with 100% employer match about $150,938 at 4% or $100,625 at 6%.
2013214$3,450,667$370,766$26,483iApproximate average salary by contribution assumption: employee only about $662,082 at 4% or $441,388 at 6%; with 50% employer match about $441,388 at 4% or $294,259 at 6%; with 100% employer match about $331,041 at 4% or $220,694 at 6%.
Coe Capital Management LLC 401(K) Plan-14$2,449,988$213,791$15,271iApproximate average salary by contribution assumption: employee only about $381,770 at 4% or $254,513 at 6%; with 50% employer match about $254,513 at 4% or $169,675 at 6%; with 100% employer match about $190,885 at 4% or $127,257 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-12$1,000,679$156,975$13,081iApproximate average salary by contribution assumption: employee only about $327,031 at 4% or $218,021 at 6%; with 50% employer match about $218,021 at 4% or $145,347 at 6%; with 100% employer match about $163,516 at 4% or $109,010 at 6%.
2012214$2,885,296$309,763$22,126iApproximate average salary by contribution assumption: employee only about $553,148 at 4% or $368,765 at 6%; with 50% employer match about $368,765 at 4% or $245,844 at 6%; with 100% employer match about $276,574 at 4% or $184,383 at 6%.
Coe Capital Management LLC 401(K) Plan-14$2,062,996$184,629$13,188iApproximate average salary by contribution assumption: employee only about $329,695 at 4% or $219,796 at 6%; with 50% employer match about $219,796 at 4% or $146,531 at 6%; with 100% employer match about $164,847 at 4% or $109,898 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-13$822,300$125,134$9,626iApproximate average salary by contribution assumption: employee only about $240,642 at 4% or $160,428 at 6%; with 50% employer match about $160,428 at 4% or $106,952 at 6%; with 100% employer match about $120,321 at 4% or $80,214 at 6%.
2011214$2,437,224$316,259$22,590iApproximate average salary by contribution assumption: employee only about $564,748 at 4% or $376,499 at 6%; with 50% employer match about $376,499 at 4% or $250,999 at 6%; with 100% employer match about $282,374 at 4% or $188,249 at 6%.
Coe Capital Management LLC 401(K) Plan-14$1,782,683$191,021$13,644iApproximate average salary by contribution assumption: employee only about $341,109 at 4% or $227,406 at 6%; with 50% employer match about $227,406 at 4% or $151,604 at 6%; with 100% employer match about $170,554 at 4% or $113,703 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-12$654,541$125,238$10,437iApproximate average salary by contribution assumption: employee only about $260,913 at 4% or $173,942 at 6%; with 50% employer match about $173,942 at 4% or $115,961 at 6%; with 100% employer match about $130,456 at 4% or $86,971 at 6%.
2010214$2,148,021$362,427$25,888iApproximate average salary by contribution assumption: employee only about $647,191 at 4% or $431,461 at 6%; with 50% employer match about $431,461 at 4% or $287,640 at 6%; with 100% employer match about $323,596 at 4% or $215,730 at 6%.
Coe Capital Management LLC 401(K) Plan-14$1,640,129$195,819$13,987iApproximate average salary by contribution assumption: employee only about $349,677 at 4% or $233,118 at 6%; with 50% employer match about $233,118 at 4% or $155,412 at 6%; with 100% employer match about $174,838 at 4% or $116,559 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-11$507,892$166,608$15,146iApproximate average salary by contribution assumption: employee only about $378,655 at 4% or $252,436 at 6%; with 50% employer match about $252,436 at 4% or $168,291 at 6%; with 100% employer match about $189,327 at 4% or $126,218 at 6%.
2009212$1,682,077$241,560$20,130iApproximate average salary by contribution assumption: employee only about $503,250 at 4% or $335,500 at 6%; with 50% employer match about $335,500 at 4% or $223,667 at 6%; with 100% employer match about $251,625 at 4% or $167,750 at 6%.
Coe Capital Management LLC 401(K) Plan-12$1,355,622$141,560$11,797iApproximate average salary by contribution assumption: employee only about $294,917 at 4% or $196,611 at 6%; with 50% employer match about $196,611 at 4% or $131,074 at 6%; with 100% employer match about $147,458 at 4% or $98,306 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-11$326,455$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
200829$1,279,552$292,196$32,466iApproximate average salary by contribution assumption: employee only about $811,656 at 4% or $541,104 at 6%; with 50% employer match about $541,104 at 4% or $360,736 at 6%; with 100% employer match about $405,828 at 4% or $270,552 at 6%.
Coe Capital Management LLC 401(K) Plan-9$1,041,865$165,196$18,355iApproximate average salary by contribution assumption: employee only about $458,878 at 4% or $305,919 at 6%; with 50% employer match about $305,919 at 4% or $203,946 at 6%; with 100% employer match about $229,439 at 4% or $152,959 at 6%.
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-8$237,687$127,000$15,875iApproximate average salary by contribution assumption: employee only about $396,875 at 4% or $264,583 at 6%; with 50% employer match about $264,583 at 4% or $176,389 at 6%; with 100% employer match about $198,438 at 4% or $132,292 at 6%.
200727$0$0-
Coe Capital Management LLC 401(K) Plan-7---
COE CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN-6---
200510$0$0-
Coe Capital Management LLC 401(K) Plan-0---
200415$166,387$41,780$8,356iApproximate average salary by contribution assumption: employee only about $208,900 at 4% or $139,267 at 6%; with 50% employer match about $139,267 at 4% or $92,844 at 6%; with 100% employer match about $104,450 at 4% or $69,633 at 6%.
Coe Capital Management LLC 401(K) Plan-5$166,387$41,780$8,356iApproximate average salary by contribution assumption: employee only about $208,900 at 4% or $139,267 at 6%; with 50% employer match about $139,267 at 4% or $92,844 at 6%; with 100% employer match about $104,450 at 4% or $69,633 at 6%.
200313$124,326$41,236$13,745iApproximate average salary by contribution assumption: employee only about $343,633 at 4% or $229,089 at 6%; with 50% employer match about $229,089 at 4% or $152,726 at 6%; with 100% employer match about $171,817 at 4% or $114,544 at 6%.
Coe Capital Management LLC 401(K) Plan-3$124,326$41,236$13,745iApproximate average salary by contribution assumption: employee only about $343,633 at 4% or $229,089 at 6%; with 50% employer match about $229,089 at 4% or $152,726 at 6%; with 100% employer match about $171,817 at 4% or $114,544 at 6%.
200214$0$0-
Coe Capital Management LLC 401(K) Plan-4---
200113$0$0-
Coe Capital Management LLC 401(K) Plan-3---