Cope Jordan Inc.
Plan context: Cope Jordan Inc. Retirement Plan
EIN 46-0587746 • Zionsville, PA • 24 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$2,836,901
2024 Contributions
$46,391
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 | 41 | $2,836,901 | $46,391 | $1,131iApproximate average salary by contribution assumption: employee only about $28,287 at 4% or $18,858 at 6%; with 50% employer match about $18,858 at 4% or $12,572 at 6%; with 100% employer match about $14,144 at 4% or $9,429 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 21 | $2,699,884 | - | - |
| KIDDIE ACADEMY OF CENTER VALLEY 401K PLAN | - | 41 | $137,017 | $46,391 | $1,131iApproximate average salary by contribution assumption: employee only about $28,287 at 4% or $18,858 at 6%; with 50% employer match about $18,858 at 4% or $12,572 at 6%; with 100% employer match about $14,144 at 4% or $9,429 at 6%. |
| 2023 | 2 | 39 | $2,444,697 | $36,826 | $944iApproximate average salary by contribution assumption: employee only about $23,606 at 4% or $15,738 at 6%; with 50% employer match about $15,738 at 4% or $10,492 at 6%; with 100% employer match about $11,803 at 4% or $7,869 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 15 | $2,353,928 | - | - |
| KIDDIE ACADEMY OF CENTER VALLEY 401K PLAN | - | 39 | $90,769 | $36,826 | $944iApproximate average salary by contribution assumption: employee only about $23,606 at 4% or $15,738 at 6%; with 50% employer match about $15,738 at 4% or $10,492 at 6%; with 100% employer match about $11,803 at 4% or $7,869 at 6%. |
| 2022 | 2 | 40 | $2,259,662 | $26,393 | $660iApproximate average salary by contribution assumption: employee only about $16,496 at 4% or $10,997 at 6%; with 50% employer match about $10,997 at 4% or $7,331 at 6%; with 100% employer match about $8,248 at 4% or $5,499 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 13 | $2,210,522 | - | - |
| KIDDIE ACADEMY OF CENTER VALLEY 401K PLAN | - | 40 | $49,140 | $26,393 | $660iApproximate average salary by contribution assumption: employee only about $16,496 at 4% or $10,997 at 6%; with 50% employer match about $10,997 at 4% or $7,331 at 6%; with 100% employer match about $8,248 at 4% or $5,499 at 6%. |
| 2021 | 3 | 28 | $1,641,705 | $28,760 | $1,027iApproximate average salary by contribution assumption: employee only about $25,679 at 4% or $17,119 at 6%; with 50% employer match about $17,119 at 4% or $11,413 at 6%; with 100% employer match about $12,839 at 4% or $8,560 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 17 | $1,597,672 | $11,131 | $655iApproximate average salary by contribution assumption: employee only about $16,369 at 4% or $10,913 at 6%; with 50% employer match about $10,913 at 4% or $7,275 at 6%; with 100% employer match about $8,185 at 4% or $5,456 at 6%. |
| KIDDIE ACADEMY OF CENTER VALLEY 401K PLAN | - | 28 | $40,967 | $14,375 | $513iApproximate average salary by contribution assumption: employee only about $12,835 at 4% or $8,557 at 6%; with 50% employer match about $8,557 at 4% or $5,704 at 6%; with 100% employer match about $6,417 at 4% or $4,278 at 6%. |
| COPE JORDAN INC 401(K) PROFIT SHARING PLAN & TRUST | - | 19 | $3,066 | $3,254 | $171iApproximate average salary by contribution assumption: employee only about $4,282 at 4% or $2,854 at 6%; with 50% employer match about $2,854 at 4% or $1,903 at 6%; with 100% employer match about $2,141 at 4% or $1,427 at 6%. |
| 2020 | 4 | 30 | $355,441 | $148,130 | $4,938iApproximate average salary by contribution assumption: employee only about $123,442 at 4% or $82,294 at 6%; with 50% employer match about $82,294 at 4% or $54,863 at 6%; with 100% employer match about $61,721 at 4% or $41,147 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 15 | $273,538 | $100,799 | $6,720iApproximate average salary by contribution assumption: employee only about $167,998 at 4% or $111,999 at 6%; with 50% employer match about $111,999 at 4% or $74,666 at 6%; with 100% employer match about $83,999 at 4% or $55,999 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 30 | $27,301 | $15,777 | $526iApproximate average salary by contribution assumption: employee only about $13,148 at 4% or $8,765 at 6%; with 50% employer match about $8,765 at 4% or $5,843 at 6%; with 100% employer match about $6,574 at 4% or $4,383 at 6%. |
| KIDDIE ACADEMY OF CENTER VALLEY 401K PLAN | - | 30 | $27,301 | $15,777 | $526iApproximate average salary by contribution assumption: employee only about $13,148 at 4% or $8,765 at 6%; with 50% employer match about $8,765 at 4% or $5,843 at 6%; with 100% employer match about $6,574 at 4% or $4,383 at 6%. |
| COPE JORDAN INC 401(K) PROFIT SHARING PLAN & TRUST | - | 30 | $27,301 | $15,777 | $526iApproximate average salary by contribution assumption: employee only about $13,148 at 4% or $8,765 at 6%; with 50% employer match about $8,765 at 4% or $5,843 at 6%; with 100% employer match about $6,574 at 4% or $4,383 at 6%. |
| 2019 | 3 | 26 | $396,606 | $9,226 | $355iApproximate average salary by contribution assumption: employee only about $8,871 at 4% or $5,914 at 6%; with 50% employer match about $5,914 at 4% or $3,943 at 6%; with 100% employer match about $4,436 at 4% or $2,957 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 10 | $379,000 | - | - |
| Cope Jordan Inc. Retirement Plan | - | 26 | $8,803 | $4,613 | $177iApproximate average salary by contribution assumption: employee only about $4,436 at 4% or $2,957 at 6%; with 50% employer match about $2,957 at 4% or $1,971 at 6%; with 100% employer match about $2,218 at 4% or $1,479 at 6%. |
| COPE JORDAN INC 401(K) PROFIT SHARING PLAN & TRUST | - | 26 | $8,803 | $4,613 | $177iApproximate average salary by contribution assumption: employee only about $4,436 at 4% or $2,957 at 6%; with 50% employer match about $2,957 at 4% or $1,971 at 6%; with 100% employer match about $2,218 at 4% or $1,479 at 6%. |
| 2018 | 2 | 19 | $116,066 | $3,254 | $171iApproximate average salary by contribution assumption: employee only about $4,282 at 4% or $2,854 at 6%; with 50% employer match about $2,854 at 4% or $1,903 at 6%; with 100% employer match about $2,141 at 4% or $1,427 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 3 | $113,000 | - | - |
| Cope Jordan Inc. Retirement Plan | - | 19 | $3,066 | $3,254 | $171iApproximate average salary by contribution assumption: employee only about $4,282 at 4% or $2,854 at 6%; with 50% employer match about $2,854 at 4% or $1,903 at 6%; with 100% employer match about $2,141 at 4% or $1,427 at 6%. |
| 2017 | 1 | 3 | $120,000 | $0 | - |
| Cope Jordan Inc. Retirement Plan | - | 3 | $120,000 | - | - |
| 2016 | 1 | 3 | $52,000 | $0 | - |
| Cope Jordan Inc. Retirement Plan | - | 3 | $52,000 | - | - |
| 2015 | 1 | 3 | $66,860 | $74,043 | $24,681iApproximate average salary by contribution assumption: employee only about $617,025 at 4% or $411,350 at 6%; with 50% employer match about $411,350 at 4% or $274,233 at 6%; with 100% employer match about $308,513 at 4% or $205,675 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 3 | $66,860 | $74,043 | $24,681iApproximate average salary by contribution assumption: employee only about $617,025 at 4% or $411,350 at 6%; with 50% employer match about $411,350 at 4% or $274,233 at 6%; with 100% employer match about $308,513 at 4% or $205,675 at 6%. |
| 2014 | 1 | 3 | $36,607 | $0 | - |
| Cope Jordan Inc. Retirement Plan | - | 3 | $36,607 | - | - |
| 2013 | 1 | 3 | $42,800 | $0 | - |
| Cope Jordan Inc. Retirement Plan | - | 3 | $42,800 | - | - |
| 2012 | 1 | 1 | $55,000 | $60,739 | $60,739iApproximate average salary by contribution assumption: employee only about $1,518,475 at 4% or $1,012,317 at 6%; with 50% employer match about $1,012,317 at 4% or $674,878 at 6%; with 100% employer match about $759,238 at 4% or $506,158 at 6%. |
| Cope Jordan Inc. Retirement Plan | - | 1 | $55,000 | $60,739 | $60,739iApproximate average salary by contribution assumption: employee only about $1,518,475 at 4% or $1,012,317 at 6%; with 50% employer match about $1,012,317 at 4% or $674,878 at 6%; with 100% employer match about $759,238 at 4% or $506,158 at 6%. |