Coakley Bros. Co., Inc.
Plan context: Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan
EIN 39-0215980 • Milwaukee, WI • 43 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
105
2024 Assets
$6,754,475
2024 Contributions
$622,186
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 105 | $6,754,475 | $622,186 | $5,926iApproximate average salary by contribution assumption: employee only about $148,140 at 4% or $98,760 at 6%; with 50% employer match about $98,760 at 4% or $65,840 at 6%; with 100% employer match about $74,070 at 4% or $49,380 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 92 | $6,754,475 | $622,186 | $6,763iApproximate average salary by contribution assumption: employee only about $169,072 at 4% or $112,715 at 6%; with 50% employer match about $112,715 at 4% or $75,143 at 6%; with 100% employer match about $84,536 at 4% or $56,357 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 105 | - | - | - |
| 2023 | 1 | 93 | $6,259,255 | $598,180 | $6,432iApproximate average salary by contribution assumption: employee only about $160,801 at 4% or $107,201 at 6%; with 50% employer match about $107,201 at 4% or $71,467 at 6%; with 100% employer match about $80,401 at 4% or $53,600 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 93 | $6,259,255 | $598,180 | $6,432iApproximate average salary by contribution assumption: employee only about $160,801 at 4% or $107,201 at 6%; with 50% employer match about $107,201 at 4% or $71,467 at 6%; with 100% employer match about $80,401 at 4% or $53,600 at 6%. |
| 2022 | 2 | 87 | $5,506,288 | $936,780 | $10,768iApproximate average salary by contribution assumption: employee only about $269,190 at 4% or $179,460 at 6%; with 50% employer match about $179,460 at 4% or $119,640 at 6%; with 100% employer match about $134,595 at 4% or $89,730 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 87 | $5,506,288 | $568,954 | $6,540iApproximate average salary by contribution assumption: employee only about $163,493 at 4% or $108,995 at 6%; with 50% employer match about $108,995 at 4% or $72,663 at 6%; with 100% employer match about $81,746 at 4% or $54,498 at 6%. |
| COAKLEY BROTHERS COMPANY (WELFARE PLAN) | - | 0 | - | $367,826 | - |
| 2021 | 2 | 85 | $6,438,047 | $666,543 | $7,842iApproximate average salary by contribution assumption: employee only about $196,042 at 4% or $130,695 at 6%; with 50% employer match about $130,695 at 4% or $87,130 at 6%; with 100% employer match about $98,021 at 4% or $65,347 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 84 | $6,438,047 | $463,695 | $5,520iApproximate average salary by contribution assumption: employee only about $138,004 at 4% or $92,003 at 6%; with 50% employer match about $92,003 at 4% or $61,335 at 6%; with 100% employer match about $69,002 at 4% or $46,001 at 6%. |
| COAKLEY BROTHERS COMPANY (WELFARE PLAN) | - | 85 | - | $202,848 | $2,386iApproximate average salary by contribution assumption: employee only about $59,661 at 4% or $39,774 at 6%; with 50% employer match about $39,774 at 4% or $26,516 at 6%; with 100% employer match about $29,831 at 4% or $19,887 at 6%. |
| 2020 | 1 | 97 | $5,549,631 | $433,895 | $4,473iApproximate average salary by contribution assumption: employee only about $111,829 at 4% or $74,552 at 6%; with 50% employer match about $74,552 at 4% or $49,702 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 97 | $5,549,631 | $433,895 | $4,473iApproximate average salary by contribution assumption: employee only about $111,829 at 4% or $74,552 at 6%; with 50% employer match about $74,552 at 4% or $49,702 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%. |
| 2019 | 1 | 110 | $4,816,209 | $455,591 | $4,142iApproximate average salary by contribution assumption: employee only about $103,543 at 4% or $69,029 at 6%; with 50% employer match about $69,029 at 4% or $46,019 at 6%; with 100% employer match about $51,772 at 4% or $34,514 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 110 | $4,816,209 | $455,591 | $4,142iApproximate average salary by contribution assumption: employee only about $103,543 at 4% or $69,029 at 6%; with 50% employer match about $69,029 at 4% or $46,019 at 6%; with 100% employer match about $51,772 at 4% or $34,514 at 6%. |
| 2018 | 1 | 119 | $3,751,534 | $410,579 | $3,450iApproximate average salary by contribution assumption: employee only about $86,256 at 4% or $57,504 at 6%; with 50% employer match about $57,504 at 4% or $38,336 at 6%; with 100% employer match about $43,128 at 4% or $28,752 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 119 | $3,751,534 | $410,579 | $3,450iApproximate average salary by contribution assumption: employee only about $86,256 at 4% or $57,504 at 6%; with 50% employer match about $57,504 at 4% or $38,336 at 6%; with 100% employer match about $43,128 at 4% or $28,752 at 6%. |
| 2017 | 1 | 111 | $4,095,528 | $349,476 | $3,148iApproximate average salary by contribution assumption: employee only about $78,711 at 4% or $52,474 at 6%; with 50% employer match about $52,474 at 4% or $34,983 at 6%; with 100% employer match about $39,355 at 4% or $26,237 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 111 | $4,095,528 | $349,476 | $3,148iApproximate average salary by contribution assumption: employee only about $78,711 at 4% or $52,474 at 6%; with 50% employer match about $52,474 at 4% or $34,983 at 6%; with 100% employer match about $39,355 at 4% or $26,237 at 6%. |
| 2016 | 1 | 104 | $3,267,910 | $391,635 | $3,766iApproximate average salary by contribution assumption: employee only about $94,143 at 4% or $62,762 at 6%; with 50% employer match about $62,762 at 4% or $41,841 at 6%; with 100% employer match about $47,072 at 4% or $31,381 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 104 | $3,267,910 | $391,635 | $3,766iApproximate average salary by contribution assumption: employee only about $94,143 at 4% or $62,762 at 6%; with 50% employer match about $62,762 at 4% or $41,841 at 6%; with 100% employer match about $47,072 at 4% or $31,381 at 6%. |
| 2015 | 1 | 109 | $2,852,745 | $366,487 | $3,362iApproximate average salary by contribution assumption: employee only about $84,057 at 4% or $56,038 at 6%; with 50% employer match about $56,038 at 4% or $37,359 at 6%; with 100% employer match about $42,028 at 4% or $28,019 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 109 | $2,852,745 | $366,487 | $3,362iApproximate average salary by contribution assumption: employee only about $84,057 at 4% or $56,038 at 6%; with 50% employer match about $56,038 at 4% or $37,359 at 6%; with 100% employer match about $42,028 at 4% or $28,019 at 6%. |
| 2014 | 1 | 97 | $2,834,203 | $306,963 | $3,165iApproximate average salary by contribution assumption: employee only about $79,114 at 4% or $52,743 at 6%; with 50% employer match about $52,743 at 4% or $35,162 at 6%; with 100% employer match about $39,557 at 4% or $26,371 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 97 | $2,834,203 | $306,963 | $3,165iApproximate average salary by contribution assumption: employee only about $79,114 at 4% or $52,743 at 6%; with 50% employer match about $52,743 at 4% or $35,162 at 6%; with 100% employer match about $39,557 at 4% or $26,371 at 6%. |
| 2013 | 2 | 103 | $2,466,869 | $260,335 | $2,528iApproximate average salary by contribution assumption: employee only about $63,188 at 4% or $42,125 at 6%; with 50% employer match about $42,125 at 4% or $28,084 at 6%; with 100% employer match about $31,594 at 4% or $21,063 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 103 | $2,466,869 | $260,335 | $2,528iApproximate average salary by contribution assumption: employee only about $63,188 at 4% or $42,125 at 6%; with 50% employer match about $42,125 at 4% or $28,084 at 6%; with 100% employer match about $31,594 at 4% or $21,063 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 92 | - | - | - |
| 2012 | 2 | 143 | $2,575,520 | $306,131 | $2,141iApproximate average salary by contribution assumption: employee only about $53,519 at 4% or $35,680 at 6%; with 50% employer match about $35,680 at 4% or $23,786 at 6%; with 100% employer match about $26,760 at 4% or $17,840 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 135 | $2,575,520 | $306,131 | $2,268iApproximate average salary by contribution assumption: employee only about $56,691 at 4% or $37,794 at 6%; with 50% employer match about $37,794 at 4% or $25,196 at 6%; with 100% employer match about $28,345 at 4% or $18,897 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 143 | - | - | - |
| 2011 | 2 | 143 | $2,137,073 | $299,078 | $2,091iApproximate average salary by contribution assumption: employee only about $52,286 at 4% or $34,858 at 6%; with 50% employer match about $34,858 at 4% or $23,238 at 6%; with 100% employer match about $26,143 at 4% or $17,429 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 115 | $2,137,073 | $299,078 | $2,601iApproximate average salary by contribution assumption: employee only about $65,017 at 4% or $43,345 at 6%; with 50% employer match about $43,345 at 4% or $28,896 at 6%; with 100% employer match about $32,508 at 4% or $21,672 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 143 | - | - | - |
| 2010 | 2 | 140 | $2,161,124 | $172,057 | $1,229iApproximate average salary by contribution assumption: employee only about $30,724 at 4% or $20,483 at 6%; with 50% employer match about $20,483 at 4% or $13,655 at 6%; with 100% employer match about $15,362 at 4% or $10,241 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 98 | $2,161,124 | $172,057 | $1,756iApproximate average salary by contribution assumption: employee only about $43,892 at 4% or $29,261 at 6%; with 50% employer match about $29,261 at 4% or $19,508 at 6%; with 100% employer match about $21,946 at 4% or $14,631 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 140 | - | - | - |
| 2009 | 3 | 159 | $1,948,431 | $179,444 | $1,129iApproximate average salary by contribution assumption: employee only about $28,214 at 4% or $18,810 at 6%; with 50% employer match about $18,810 at 4% or $12,540 at 6%; with 100% employer match about $14,107 at 4% or $9,405 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 124 | $1,948,431 | $179,444 | $1,447iApproximate average salary by contribution assumption: employee only about $36,178 at 4% or $24,119 at 6%; with 50% employer match about $24,119 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 159 | - | - | - |
| COAKLEY BROS. SMOKING CESSATION REIMBURSEMENT PLAN | - | 60 | - | - | - |
| 2008 | 3 | 259 | $1,506,474 | $260,627 | $1,006iApproximate average salary by contribution assumption: employee only about $25,157 at 4% or $16,771 at 6%; with 50% employer match about $16,771 at 4% or $11,181 at 6%; with 100% employer match about $12,579 at 4% or $8,386 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 115 | $1,506,474 | $260,627 | $2,266iApproximate average salary by contribution assumption: employee only about $56,658 at 4% or $37,772 at 6%; with 50% employer match about $37,772 at 4% or $25,181 at 6%; with 100% employer match about $28,329 at 4% or $18,886 at 6%. |
| COAKLEY BROS. SMOKING CESSATION REIMBURSEMENT PLAN | - | 259 | - | - | - |
| Coakley Bros. Co. Welfare Benefit Plan | - | 187 | - | - | - |
| 2007 | 3 | 160 | $0 | $0 | - |
| COAKLEY BROS. SMOKING CESSATION REIMBURSEMENT PLAN | - | 160 | - | - | - |
| Coakley Bros. Co. Welfare Benefit Plan | - | 149 | - | - | - |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 121 | - | - | - |
| 2006 | 2 | 338 | $1,780,109 | $283,364 | $838iApproximate average salary by contribution assumption: employee only about $20,959 at 4% or $13,973 at 6%; with 50% employer match about $13,973 at 4% or $9,315 at 6%; with 100% employer match about $10,479 at 4% or $6,986 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 108 | $1,780,109 | $283,364 | $2,624iApproximate average salary by contribution assumption: employee only about $65,594 at 4% or $43,729 at 6%; with 50% employer match about $43,729 at 4% or $29,153 at 6%; with 100% employer match about $32,797 at 4% or $21,865 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 338 | - | - | - |
| 2005 | 2 | 140 | $1,388,207 | $227,882 | $1,628iApproximate average salary by contribution assumption: employee only about $40,693 at 4% or $27,129 at 6%; with 50% employer match about $27,129 at 4% or $18,086 at 6%; with 100% employer match about $20,347 at 4% or $13,564 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 112 | $1,388,207 | $227,882 | $2,035iApproximate average salary by contribution assumption: employee only about $50,867 at 4% or $33,911 at 6%; with 50% employer match about $33,911 at 4% or $22,607 at 6%; with 100% employer match about $25,433 at 4% or $16,956 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 140 | - | - | - |
| 2004 | 1 | 88 | $1,094,658 | $233,740 | $2,656iApproximate average salary by contribution assumption: employee only about $66,403 at 4% or $44,269 at 6%; with 50% employer match about $44,269 at 4% or $29,513 at 6%; with 100% employer match about $33,202 at 4% or $22,134 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 88 | $1,094,658 | $233,740 | $2,656iApproximate average salary by contribution assumption: employee only about $66,403 at 4% or $44,269 at 6%; with 50% employer match about $44,269 at 4% or $29,513 at 6%; with 100% employer match about $33,202 at 4% or $22,134 at 6%. |
| 2003 | 2 | 90 | $1,011,910 | $143,637 | $1,596iApproximate average salary by contribution assumption: employee only about $39,899 at 4% or $26,599 at 6%; with 50% employer match about $26,599 at 4% or $17,733 at 6%; with 100% employer match about $19,950 at 4% or $13,300 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 90 | $1,011,910 | $143,637 | $1,596iApproximate average salary by contribution assumption: employee only about $39,899 at 4% or $26,599 at 6%; with 50% employer match about $26,599 at 4% or $17,733 at 6%; with 100% employer match about $19,950 at 4% or $13,300 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 23 | - | - | - |
| 2002 | 2 | 78 | $914,089 | $160,015 | $2,051iApproximate average salary by contribution assumption: employee only about $51,287 at 4% or $34,191 at 6%; with 50% employer match about $34,191 at 4% or $22,794 at 6%; with 100% employer match about $25,643 at 4% or $17,096 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 78 | $914,089 | $160,015 | $2,051iApproximate average salary by contribution assumption: employee only about $51,287 at 4% or $34,191 at 6%; with 50% employer match about $34,191 at 4% or $22,794 at 6%; with 100% employer match about $25,643 at 4% or $17,096 at 6%. |
| Coakley Bros. Co. Welfare Benefit Plan | - | 22 | - | - | - |
| 2001 | 1 | 73 | $1,116,362 | $180,445 | $2,472iApproximate average salary by contribution assumption: employee only about $61,796 at 4% or $41,197 at 6%; with 50% employer match about $41,197 at 4% or $27,465 at 6%; with 100% employer match about $30,898 at 4% or $20,599 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 73 | $1,116,362 | $180,445 | $2,472iApproximate average salary by contribution assumption: employee only about $61,796 at 4% or $41,197 at 6%; with 50% employer match about $41,197 at 4% or $27,465 at 6%; with 100% employer match about $30,898 at 4% or $20,599 at 6%. |
| 2000 | 1 | 63 | $1,381,252 | $185,896 | $2,951iApproximate average salary by contribution assumption: employee only about $73,768 at 4% or $49,179 at 6%; with 50% employer match about $49,179 at 4% or $32,786 at 6%; with 100% employer match about $36,884 at 4% or $24,589 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 63 | $1,381,252 | $185,896 | $2,951iApproximate average salary by contribution assumption: employee only about $73,768 at 4% or $49,179 at 6%; with 50% employer match about $49,179 at 4% or $32,786 at 6%; with 100% employer match about $36,884 at 4% or $24,589 at 6%. |
| 1999 | 1 | 51 | $1,511,470 | $187,741 | $3,681iApproximate average salary by contribution assumption: employee only about $92,030 at 4% or $61,353 at 6%; with 50% employer match about $61,353 at 4% or $40,902 at 6%; with 100% employer match about $46,015 at 4% or $30,677 at 6%. |
| Coakley Bros. Co., Inc. Profit Sharing 401(k) Plan | - | 51 | $1,511,470 | $187,741 | $3,681iApproximate average salary by contribution assumption: employee only about $92,030 at 4% or $61,353 at 6%; with 50% employer match about $61,353 at 4% or $40,902 at 6%; with 100% employer match about $46,015 at 4% or $30,677 at 6%. |