Collaborative Advisors Inc.
Plan context: Collaborative Advisors Inc. 401(K) Profit Sharing Plan
EIN 47-3632449 • Broadview Heights, OH • 7 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$58,089
2023 Contributions
$17,946
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Collaborative Advisors Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 3 | $58,089 | $0 | - |
| Collaborative Advisors Inc. 401(K) Profit Sharing Plan | - | 3 | $58,089 | $0 | - |
| 2021 | 1 | 3 | $75,486 | $0 | - |
| Collaborative Advisors Inc. 401(K) Profit Sharing Plan | - | 3 | $75,486 | $0 | - |
| 2020 | 1 | 3 | $64,405 | $17,946 | $5,982iApproximate average salary by contribution assumption: employee only about $149,550 at 4% or $99,700 at 6%; with 50% employer match about $99,700 at 4% or $66,467 at 6%; with 100% employer match about $74,775 at 4% or $49,850 at 6%. |
| Collaborative Advisors Inc. 401(K) Profit Sharing Plan | - | 3 | $64,405 | $17,946 | $5,982iApproximate average salary by contribution assumption: employee only about $149,550 at 4% or $99,700 at 6%; with 50% employer match about $99,700 at 4% or $66,467 at 6%; with 100% employer match about $74,775 at 4% or $49,850 at 6%. |
| 2019 | 1 | 3 | $36,133 | $34,181 | $11,394iApproximate average salary by contribution assumption: employee only about $284,842 at 4% or $189,894 at 6%; with 50% employer match about $189,894 at 4% or $126,596 at 6%; with 100% employer match about $142,421 at 4% or $94,947 at 6%. |
| Collaborative Advisors Inc. 401(K) Profit Sharing Plan | - | 3 | $36,133 | $34,181 | $11,394iApproximate average salary by contribution assumption: employee only about $284,842 at 4% or $189,894 at 6%; with 50% employer match about $189,894 at 4% or $126,596 at 6%; with 100% employer match about $142,421 at 4% or $94,947 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| Collaborative Advisors Inc. 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2015 | 1 | 2 | $120,133 | $120,163 | $60,082iApproximate average salary by contribution assumption: employee only about $1,502,038 at 4% or $1,001,358 at 6%; with 50% employer match about $1,001,358 at 4% or $667,572 at 6%; with 100% employer match about $751,019 at 4% or $500,679 at 6%. |
| Collaborative Advisors Inc. 401(K) Profit Sharing Plan | - | 2 | $120,133 | $120,163 | $60,082iApproximate average salary by contribution assumption: employee only about $1,502,038 at 4% or $1,001,358 at 6%; with 50% employer match about $1,001,358 at 4% or $667,572 at 6%; with 100% employer match about $751,019 at 4% or $500,679 at 6%. |