Coates, Coates & Coates, P.A.
Plan context: Coates, Coates & Coates, P.A. 401K Plan
EIN 52-1362889 • Ocean City, MD • 13 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
11
2011 Assets
$163,052
2011 Contributions
$2,132
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $2,132 | - |
| Coates, Coates & Coates, P.A. 401K Plan | - | 0 | $0 | $2,132 | - |
| 2010 | 1 | 11 | $163,052 | $12,803 | $1,164iApproximate average salary by contribution assumption: employee only about $29,098 at 4% or $19,398 at 6%; with 50% employer match about $19,398 at 4% or $12,932 at 6%; with 100% employer match about $14,549 at 4% or $9,699 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 11 | $163,052 | $12,803 | $1,164iApproximate average salary by contribution assumption: employee only about $29,098 at 4% or $19,398 at 6%; with 50% employer match about $19,398 at 4% or $12,932 at 6%; with 100% employer match about $14,549 at 4% or $9,699 at 6%. |
| 2009 | 1 | 12 | $137,653 | $22,184 | $1,849iApproximate average salary by contribution assumption: employee only about $46,217 at 4% or $30,811 at 6%; with 50% employer match about $30,811 at 4% or $20,541 at 6%; with 100% employer match about $23,108 at 4% or $15,406 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 12 | $137,653 | $22,184 | $1,849iApproximate average salary by contribution assumption: employee only about $46,217 at 4% or $30,811 at 6%; with 50% employer match about $30,811 at 4% or $20,541 at 6%; with 100% employer match about $23,108 at 4% or $15,406 at 6%. |
| 2008 | 1 | 15 | $84,236 | $17,777 | $1,185iApproximate average salary by contribution assumption: employee only about $29,628 at 4% or $19,752 at 6%; with 50% employer match about $19,752 at 4% or $13,168 at 6%; with 100% employer match about $14,814 at 4% or $9,876 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 15 | $84,236 | $17,777 | $1,185iApproximate average salary by contribution assumption: employee only about $29,628 at 4% or $19,752 at 6%; with 50% employer match about $19,752 at 4% or $13,168 at 6%; with 100% employer match about $14,814 at 4% or $9,876 at 6%. |
| 2007 | 1 | 14 | $160,291 | $19,021 | $1,359iApproximate average salary by contribution assumption: employee only about $33,966 at 4% or $22,644 at 6%; with 50% employer match about $22,644 at 4% or $15,096 at 6%; with 100% employer match about $16,983 at 4% or $11,322 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 14 | $160,291 | $19,021 | $1,359iApproximate average salary by contribution assumption: employee only about $33,966 at 4% or $22,644 at 6%; with 50% employer match about $22,644 at 4% or $15,096 at 6%; with 100% employer match about $16,983 at 4% or $11,322 at 6%. |
| 2006 | 1 | 13 | $129,098 | $17,003 | $1,308iApproximate average salary by contribution assumption: employee only about $32,698 at 4% or $21,799 at 6%; with 50% employer match about $21,799 at 4% or $14,532 at 6%; with 100% employer match about $16,349 at 4% or $10,899 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 13 | $129,098 | $17,003 | $1,308iApproximate average salary by contribution assumption: employee only about $32,698 at 4% or $21,799 at 6%; with 50% employer match about $21,799 at 4% or $14,532 at 6%; with 100% employer match about $16,349 at 4% or $10,899 at 6%. |
| 2005 | 1 | 13 | $100,399 | $16,539 | $1,272iApproximate average salary by contribution assumption: employee only about $31,806 at 4% or $21,204 at 6%; with 50% employer match about $21,204 at 4% or $14,136 at 6%; with 100% employer match about $15,903 at 4% or $10,602 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 13 | $100,399 | $16,539 | $1,272iApproximate average salary by contribution assumption: employee only about $31,806 at 4% or $21,204 at 6%; with 50% employer match about $21,204 at 4% or $14,136 at 6%; with 100% employer match about $15,903 at 4% or $10,602 at 6%. |
| 2004 | 1 | 14 | $95,287 | $18,019 | $1,287iApproximate average salary by contribution assumption: employee only about $32,177 at 4% or $21,451 at 6%; with 50% employer match about $21,451 at 4% or $14,301 at 6%; with 100% employer match about $16,088 at 4% or $10,726 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 14 | $95,287 | $18,019 | $1,287iApproximate average salary by contribution assumption: employee only about $32,177 at 4% or $21,451 at 6%; with 50% employer match about $21,451 at 4% or $14,301 at 6%; with 100% employer match about $16,088 at 4% or $10,726 at 6%. |
| 2003 | 1 | 11 | $68,862 | $12,909 | $1,174iApproximate average salary by contribution assumption: employee only about $29,339 at 4% or $19,559 at 6%; with 50% employer match about $19,559 at 4% or $13,039 at 6%; with 100% employer match about $14,669 at 4% or $9,780 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 11 | $68,862 | $12,909 | $1,174iApproximate average salary by contribution assumption: employee only about $29,339 at 4% or $19,559 at 6%; with 50% employer match about $19,559 at 4% or $13,039 at 6%; with 100% employer match about $14,669 at 4% or $9,780 at 6%. |
| 2002 | 1 | 12 | $48,509 | $14,112 | $1,176iApproximate average salary by contribution assumption: employee only about $29,400 at 4% or $19,600 at 6%; with 50% employer match about $19,600 at 4% or $13,067 at 6%; with 100% employer match about $14,700 at 4% or $9,800 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 12 | $48,509 | $14,112 | $1,176iApproximate average salary by contribution assumption: employee only about $29,400 at 4% or $19,600 at 6%; with 50% employer match about $19,600 at 4% or $13,067 at 6%; with 100% employer match about $14,700 at 4% or $9,800 at 6%. |
| 2001 | 1 | 8 | $42,273 | $12,209 | $1,526iApproximate average salary by contribution assumption: employee only about $38,153 at 4% or $25,435 at 6%; with 50% employer match about $25,435 at 4% or $16,957 at 6%; with 100% employer match about $19,077 at 4% or $12,718 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 8 | $42,273 | $12,209 | $1,526iApproximate average salary by contribution assumption: employee only about $38,153 at 4% or $25,435 at 6%; with 50% employer match about $25,435 at 4% or $16,957 at 6%; with 100% employer match about $19,077 at 4% or $12,718 at 6%. |
| 2000 | 1 | 10 | $32,750 | $9,611 | $961iApproximate average salary by contribution assumption: employee only about $24,028 at 4% or $16,018 at 6%; with 50% employer match about $16,018 at 4% or $10,679 at 6%; with 100% employer match about $12,014 at 4% or $8,009 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 10 | $32,750 | $9,611 | $961iApproximate average salary by contribution assumption: employee only about $24,028 at 4% or $16,018 at 6%; with 50% employer match about $16,018 at 4% or $10,679 at 6%; with 100% employer match about $12,014 at 4% or $8,009 at 6%. |
| 1999 | 1 | 5 | $35,681 | $9,170 | $1,834iApproximate average salary by contribution assumption: employee only about $45,850 at 4% or $30,567 at 6%; with 50% employer match about $30,567 at 4% or $20,378 at 6%; with 100% employer match about $22,925 at 4% or $15,283 at 6%. |
| Coates, Coates & Coates, P.A. 401K Plan | - | 5 | $35,681 | $9,170 | $1,834iApproximate average salary by contribution assumption: employee only about $45,850 at 4% or $30,567 at 6%; with 50% employer match about $30,567 at 4% or $20,378 at 6%; with 100% employer match about $22,925 at 4% or $15,283 at 6%. |