Coale, Cooley, Lietz, Mcinerny & Broadus
Plan context: Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan
EIN 52-1724762 • 8 filings • 4 plans
Current Snapshot
Latest Year
2006
2006 Participants
2
2006 Assets
$211,132
2006 Contributions
$22,865
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2005 | 1 | 2 | $211,132 | $0 | - |
| Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan | - | 2 | $211,132 | - | - |
| 2004 | 1 | 7 | $463,271 | $22,865 | $3,266iApproximate average salary by contribution assumption: employee only about $81,661 at 4% or $54,440 at 6%; with 50% employer match about $54,440 at 4% or $36,294 at 6%; with 100% employer match about $40,830 at 4% or $27,220 at 6%. |
| Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan | - | 7 | $463,271 | $22,865 | $3,266iApproximate average salary by contribution assumption: employee only about $81,661 at 4% or $54,440 at 6%; with 50% employer match about $54,440 at 4% or $36,294 at 6%; with 100% employer match about $40,830 at 4% or $27,220 at 6%. |
| 2003 | 1 | 6 | $476,842 | $12,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan | - | 6 | $476,842 | $12,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 8 | $1,485,460 | $101,000 | $12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%. |
| Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan | - | 8 | $1,485,460 | $101,000 | $12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%. |
| 1999 | 1 | 11 | $0 | $75,146 | $6,831iApproximate average salary by contribution assumption: employee only about $170,786 at 4% or $113,858 at 6%; with 50% employer match about $113,858 at 4% or $75,905 at 6%; with 100% employer match about $85,393 at 4% or $56,929 at 6%. |
| Coale, Cooley, Lietz, Mcinerny & Broadus 401K Profit Sharing Plan | - | 11 | - | $75,146 | $6,831iApproximate average salary by contribution assumption: employee only about $170,786 at 4% or $113,858 at 6%; with 50% employer match about $113,858 at 4% or $75,905 at 6%; with 100% employer match about $85,393 at 4% or $56,929 at 6%. |