Civic Intelligence

C H Coakley and Company

Plan context: C H Coakley and Company 401 K Profit Sharing Plan

EIN 39-1287733 • Milwaukee, WI • 26 filings • 4 plans

2151 N. Martin Luther King DriMilwaukee, WI 53212-3101
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$5,206,070

2024 Contributions

$408,650

Historical Graphs

Total Assets Over Time

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

$5,206,070$2,603,035$0199920132024YearValue
$5,206,070Latest year 2024

Participants Over Time

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

82410199920122024YearValue
59Latest 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
2024159$5,206,070$408,650$6,926iApproximate average salary by contribution assumption: employee only about $173,157 at 4% or $115,438 at 6%; with 50% employer match about $115,438 at 4% or $76,959 at 6%; with 100% employer match about $86,578 at 4% or $57,719 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-59$5,206,070$408,650$6,926iApproximate average salary by contribution assumption: employee only about $173,157 at 4% or $115,438 at 6%; with 50% employer match about $115,438 at 4% or $76,959 at 6%; with 100% employer match about $86,578 at 4% or $57,719 at 6%.
2023163$4,712,975$389,806$6,187iApproximate average salary by contribution assumption: employee only about $154,685 at 4% or $103,123 at 6%; with 50% employer match about $103,123 at 4% or $68,749 at 6%; with 100% employer match about $77,342 at 4% or $51,562 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-63$4,712,975$389,806$6,187iApproximate average salary by contribution assumption: employee only about $154,685 at 4% or $103,123 at 6%; with 50% employer match about $103,123 at 4% or $68,749 at 6%; with 100% employer match about $77,342 at 4% or $51,562 at 6%.
2022162$3,580,034$373,894$6,031iApproximate average salary by contribution assumption: employee only about $150,764 at 4% or $100,509 at 6%; with 50% employer match about $100,509 at 4% or $67,006 at 6%; with 100% employer match about $75,382 at 4% or $50,255 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-62$3,580,034$373,894$6,031iApproximate average salary by contribution assumption: employee only about $150,764 at 4% or $100,509 at 6%; with 50% employer match about $100,509 at 4% or $67,006 at 6%; with 100% employer match about $75,382 at 4% or $50,255 at 6%.
2021164$4,247,341$356,214$5,566iApproximate average salary by contribution assumption: employee only about $139,146 at 4% or $92,764 at 6%; with 50% employer match about $92,764 at 4% or $61,843 at 6%; with 100% employer match about $69,573 at 4% or $46,382 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-64$4,247,341$356,214$5,566iApproximate average salary by contribution assumption: employee only about $139,146 at 4% or $92,764 at 6%; with 50% employer match about $92,764 at 4% or $61,843 at 6%; with 100% employer match about $69,573 at 4% or $46,382 at 6%.
2020175$3,632,707$391,520$5,220iApproximate average salary by contribution assumption: employee only about $130,507 at 4% or $87,004 at 6%; with 50% employer match about $87,004 at 4% or $58,003 at 6%; with 100% employer match about $65,253 at 4% or $43,502 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-75$3,632,707$391,520$5,220iApproximate average salary by contribution assumption: employee only about $130,507 at 4% or $87,004 at 6%; with 50% employer match about $87,004 at 4% or $58,003 at 6%; with 100% employer match about $65,253 at 4% or $43,502 at 6%.
2019178$3,045,330$414,657$5,316iApproximate average salary by contribution assumption: employee only about $132,903 at 4% or $88,602 at 6%; with 50% employer match about $88,602 at 4% or $59,068 at 6%; with 100% employer match about $66,451 at 4% or $44,301 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-78$3,045,330$414,657$5,316iApproximate average salary by contribution assumption: employee only about $132,903 at 4% or $88,602 at 6%; with 50% employer match about $88,602 at 4% or $59,068 at 6%; with 100% employer match about $66,451 at 4% or $44,301 at 6%.
2018182$2,294,572$337,861$4,120iApproximate average salary by contribution assumption: employee only about $103,006 at 4% or $68,671 at 6%; with 50% employer match about $68,671 at 4% or $45,781 at 6%; with 100% employer match about $51,503 at 4% or $34,335 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-82$2,294,572$337,861$4,120iApproximate average salary by contribution assumption: employee only about $103,006 at 4% or $68,671 at 6%; with 50% employer match about $68,671 at 4% or $45,781 at 6%; with 100% employer match about $51,503 at 4% or $34,335 at 6%.
2017165$2,342,809$229,743$3,535iApproximate average salary by contribution assumption: employee only about $88,363 at 4% or $58,908 at 6%; with 50% employer match about $58,908 at 4% or $39,272 at 6%; with 100% employer match about $44,181 at 4% or $29,454 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-65$2,342,809$229,743$3,535iApproximate average salary by contribution assumption: employee only about $88,363 at 4% or $58,908 at 6%; with 50% employer match about $58,908 at 4% or $39,272 at 6%; with 100% employer match about $44,181 at 4% or $29,454 at 6%.
2016163$1,985,387$203,616$3,232iApproximate average salary by contribution assumption: employee only about $80,800 at 4% or $53,867 at 6%; with 50% employer match about $53,867 at 4% or $35,911 at 6%; with 100% employer match about $40,400 at 4% or $26,933 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-63$1,985,387$203,616$3,232iApproximate average salary by contribution assumption: employee only about $80,800 at 4% or $53,867 at 6%; with 50% employer match about $53,867 at 4% or $35,911 at 6%; with 100% employer match about $40,400 at 4% or $26,933 at 6%.
2015160$1,674,596$196,957$3,283iApproximate average salary by contribution assumption: employee only about $82,065 at 4% or $54,710 at 6%; with 50% employer match about $54,710 at 4% or $36,474 at 6%; with 100% employer match about $41,033 at 4% or $27,355 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-60$1,674,596$196,957$3,283iApproximate average salary by contribution assumption: employee only about $82,065 at 4% or $54,710 at 6%; with 50% employer match about $54,710 at 4% or $36,474 at 6%; with 100% employer match about $41,033 at 4% or $27,355 at 6%.
2014157$1,900,523$157,587$2,765iApproximate average salary by contribution assumption: employee only about $69,117 at 4% or $46,078 at 6%; with 50% employer match about $46,078 at 4% or $30,719 at 6%; with 100% employer match about $34,559 at 4% or $23,039 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-57$1,900,523$157,587$2,765iApproximate average salary by contribution assumption: employee only about $69,117 at 4% or $46,078 at 6%; with 50% employer match about $46,078 at 4% or $30,719 at 6%; with 100% employer match about $34,559 at 4% or $23,039 at 6%.
2013155$1,726,383$143,262$2,605iApproximate average salary by contribution assumption: employee only about $65,119 at 4% or $43,413 at 6%; with 50% employer match about $43,413 at 4% or $28,942 at 6%; with 100% employer match about $32,560 at 4% or $21,706 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-55$1,726,383$143,262$2,605iApproximate average salary by contribution assumption: employee only about $65,119 at 4% or $43,413 at 6%; with 50% employer match about $43,413 at 4% or $28,942 at 6%; with 100% employer match about $32,560 at 4% or $21,706 at 6%.
2012147$1,357,061$117,416$2,498iApproximate average salary by contribution assumption: employee only about $62,455 at 4% or $41,637 at 6%; with 50% employer match about $41,637 at 4% or $27,758 at 6%; with 100% employer match about $31,228 at 4% or $20,818 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-47$1,357,061$117,416$2,498iApproximate average salary by contribution assumption: employee only about $62,455 at 4% or $41,637 at 6%; with 50% employer match about $41,637 at 4% or $27,758 at 6%; with 100% employer match about $31,228 at 4% or $20,818 at 6%.
2011153$1,145,765$65,068$1,228iApproximate average salary by contribution assumption: employee only about $30,692 at 4% or $20,462 at 6%; with 50% employer match about $20,462 at 4% or $13,641 at 6%; with 100% employer match about $15,346 at 4% or $10,231 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-53$1,145,765$65,068$1,228iApproximate average salary by contribution assumption: employee only about $30,692 at 4% or $20,462 at 6%; with 50% employer match about $20,462 at 4% or $13,641 at 6%; with 100% employer match about $15,346 at 4% or $10,231 at 6%.
2010155$1,215,340$80,216$1,458iApproximate average salary by contribution assumption: employee only about $36,462 at 4% or $24,308 at 6%; with 50% employer match about $24,308 at 4% or $16,205 at 6%; with 100% employer match about $18,231 at 4% or $12,154 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-55$1,215,340$80,216$1,458iApproximate average salary by contribution assumption: employee only about $36,462 at 4% or $24,308 at 6%; with 50% employer match about $24,308 at 4% or $16,205 at 6%; with 100% employer match about $18,231 at 4% or $12,154 at 6%.
2009154$1,060,496$113,047$2,093iApproximate average salary by contribution assumption: employee only about $52,337 at 4% or $34,891 at 6%; with 50% employer match about $34,891 at 4% or $23,261 at 6%; with 100% employer match about $26,168 at 4% or $17,446 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-54$1,060,496$113,047$2,093iApproximate average salary by contribution assumption: employee only about $52,337 at 4% or $34,891 at 6%; with 50% employer match about $34,891 at 4% or $23,261 at 6%; with 100% employer match about $26,168 at 4% or $17,446 at 6%.
2008170$802,403$163,348$2,334iApproximate average salary by contribution assumption: employee only about $58,339 at 4% or $38,892 at 6%; with 50% employer match about $38,892 at 4% or $25,928 at 6%; with 100% employer match about $29,169 at 4% or $19,446 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-70$802,403$163,348$2,334iApproximate average salary by contribution assumption: employee only about $58,339 at 4% or $38,892 at 6%; with 50% employer match about $38,892 at 4% or $25,928 at 6%; with 100% employer match about $29,169 at 4% or $19,446 at 6%.
2007173$0$0-
C H Coakley and Company 401 K Profit Sharing Plan-73---
2006156$797,110$132,665$2,369iApproximate average salary by contribution assumption: employee only about $59,225 at 4% or $39,484 at 6%; with 50% employer match about $39,484 at 4% or $26,322 at 6%; with 100% employer match about $29,613 at 4% or $19,742 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-56$797,110$132,665$2,369iApproximate average salary by contribution assumption: employee only about $59,225 at 4% or $39,484 at 6%; with 50% employer match about $39,484 at 4% or $26,322 at 6%; with 100% employer match about $29,613 at 4% or $19,742 at 6%.
2005153$617,734$135,066$2,548iApproximate average salary by contribution assumption: employee only about $63,710 at 4% or $42,474 at 6%; with 50% employer match about $42,474 at 4% or $28,316 at 6%; with 100% employer match about $31,855 at 4% or $21,237 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-53$617,734$135,066$2,548iApproximate average salary by contribution assumption: employee only about $63,710 at 4% or $42,474 at 6%; with 50% employer match about $42,474 at 4% or $28,316 at 6%; with 100% employer match about $31,855 at 4% or $21,237 at 6%.
2004144$453,373$94,736$2,153iApproximate average salary by contribution assumption: employee only about $53,827 at 4% or $35,885 at 6%; with 50% employer match about $35,885 at 4% or $23,923 at 6%; with 100% employer match about $26,914 at 4% or $17,942 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-44$453,373$94,736$2,153iApproximate average salary by contribution assumption: employee only about $53,827 at 4% or $35,885 at 6%; with 50% employer match about $35,885 at 4% or $23,923 at 6%; with 100% employer match about $26,914 at 4% or $17,942 at 6%.
2003143$324,844$59,509$1,384iApproximate average salary by contribution assumption: employee only about $34,598 at 4% or $23,066 at 6%; with 50% employer match about $23,066 at 4% or $15,377 at 6%; with 100% employer match about $17,299 at 4% or $11,533 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-43$324,844$59,509$1,384iApproximate average salary by contribution assumption: employee only about $34,598 at 4% or $23,066 at 6%; with 50% employer match about $23,066 at 4% or $15,377 at 6%; with 100% employer match about $17,299 at 4% or $11,533 at 6%.
2002145$224,737$63,008$1,400iApproximate average salary by contribution assumption: employee only about $35,004 at 4% or $23,336 at 6%; with 50% employer match about $23,336 at 4% or $15,558 at 6%; with 100% employer match about $17,502 at 4% or $11,668 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-45$224,737$63,008$1,400iApproximate average salary by contribution assumption: employee only about $35,004 at 4% or $23,336 at 6%; with 50% employer match about $23,336 at 4% or $15,558 at 6%; with 100% employer match about $17,502 at 4% or $11,668 at 6%.
2001145$0$0-
C H Coakley and Company 401 K Profit Sharing Plan-45---
2000147$204,742$45,425$966iApproximate average salary by contribution assumption: employee only about $24,162 at 4% or $16,108 at 6%; with 50% employer match about $16,108 at 4% or $10,739 at 6%; with 100% employer match about $12,081 at 4% or $8,054 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-47$204,742$45,425$966iApproximate average salary by contribution assumption: employee only about $24,162 at 4% or $16,108 at 6%; with 50% employer match about $16,108 at 4% or $10,739 at 6%; with 100% employer match about $12,081 at 4% or $8,054 at 6%.
1999137$193,098$47,740$1,290iApproximate average salary by contribution assumption: employee only about $32,257 at 4% or $21,505 at 6%; with 50% employer match about $21,505 at 4% or $14,336 at 6%; with 100% employer match about $16,128 at 4% or $10,752 at 6%.
C H Coakley and Company 401 K Profit Sharing Plan-37$193,098$47,740$1,290iApproximate average salary by contribution assumption: employee only about $32,257 at 4% or $21,505 at 6%; with 50% employer match about $21,505 at 4% or $14,336 at 6%; with 100% employer match about $16,128 at 4% or $10,752 at 6%.