Civic Intelligence

Coates & Davenport PC.

Plan context: Coates & Davenport PC. 401(K) Profit Sharing Plan

EIN 54-1438888 • Richmond, VA • 26 filings • 5 plans

5206 Markel Road Suite 200Richmond, VA 23230
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$665,144

2024 Contributions

$14,032

Historical Graphs

Total Assets Over Time

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

$1,526,051$763,026$0199920132024YearValue
$665,144Latest year 2024

Participants Over Time

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

33170199920122024YearValue
13Latest 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
2024113$665,144$14,032$1,079iApproximate average salary by contribution assumption: employee only about $26,985 at 4% or $17,990 at 6%; with 50% employer match about $17,990 at 4% or $11,993 at 6%; with 100% employer match about $13,492 at 4% or $8,995 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-13$665,144$14,032$1,079iApproximate average salary by contribution assumption: employee only about $26,985 at 4% or $17,990 at 6%; with 50% employer match about $17,990 at 4% or $11,993 at 6%; with 100% employer match about $13,492 at 4% or $8,995 at 6%.
2023114$614,588$14,274$1,020iApproximate average salary by contribution assumption: employee only about $25,489 at 4% or $16,993 at 6%; with 50% employer match about $16,993 at 4% or $11,329 at 6%; with 100% employer match about $12,745 at 4% or $8,496 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-14$614,588$14,274$1,020iApproximate average salary by contribution assumption: employee only about $25,489 at 4% or $16,993 at 6%; with 50% employer match about $16,993 at 4% or $11,329 at 6%; with 100% employer match about $12,745 at 4% or $8,496 at 6%.
2022119$728,477$61,677$3,246iApproximate average salary by contribution assumption: employee only about $81,154 at 4% or $54,103 at 6%; with 50% employer match about $54,103 at 4% or $36,068 at 6%; with 100% employer match about $40,577 at 4% or $27,051 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-19$728,477$61,677$3,246iApproximate average salary by contribution assumption: employee only about $81,154 at 4% or $54,103 at 6%; with 50% employer match about $54,103 at 4% or $36,068 at 6%; with 100% employer match about $40,577 at 4% or $27,051 at 6%.
2021121$766,429$52,248$2,488iApproximate average salary by contribution assumption: employee only about $62,200 at 4% or $41,467 at 6%; with 50% employer match about $41,467 at 4% or $27,644 at 6%; with 100% employer match about $31,100 at 4% or $20,733 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-21$766,429$52,248$2,488iApproximate average salary by contribution assumption: employee only about $62,200 at 4% or $41,467 at 6%; with 50% employer match about $41,467 at 4% or $27,644 at 6%; with 100% employer match about $31,100 at 4% or $20,733 at 6%.
2020118$666,268$49,003$2,722iApproximate average salary by contribution assumption: employee only about $68,060 at 4% or $45,373 at 6%; with 50% employer match about $45,373 at 4% or $30,249 at 6%; with 100% employer match about $34,030 at 4% or $22,687 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-18$666,268$49,003$2,722iApproximate average salary by contribution assumption: employee only about $68,060 at 4% or $45,373 at 6%; with 50% employer match about $45,373 at 4% or $30,249 at 6%; with 100% employer match about $34,030 at 4% or $22,687 at 6%.
2019119$1,144,318$84,416$4,443iApproximate average salary by contribution assumption: employee only about $111,074 at 4% or $74,049 at 6%; with 50% employer match about $74,049 at 4% or $49,366 at 6%; with 100% employer match about $55,537 at 4% or $37,025 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-19$1,144,318$84,416$4,443iApproximate average salary by contribution assumption: employee only about $111,074 at 4% or $74,049 at 6%; with 50% employer match about $74,049 at 4% or $49,366 at 6%; with 100% employer match about $55,537 at 4% or $37,025 at 6%.
2018117$896,006$115,357$6,786iApproximate average salary by contribution assumption: employee only about $169,643 at 4% or $113,095 at 6%; with 50% employer match about $113,095 at 4% or $75,397 at 6%; with 100% employer match about $84,821 at 4% or $56,548 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-17$896,006$115,357$6,786iApproximate average salary by contribution assumption: employee only about $169,643 at 4% or $113,095 at 6%; with 50% employer match about $113,095 at 4% or $75,397 at 6%; with 100% employer match about $84,821 at 4% or $56,548 at 6%.
2017117$952,851$60,651$3,568iApproximate average salary by contribution assumption: employee only about $89,193 at 4% or $59,462 at 6%; with 50% employer match about $59,462 at 4% or $39,641 at 6%; with 100% employer match about $44,596 at 4% or $29,731 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-17$952,851$60,651$3,568iApproximate average salary by contribution assumption: employee only about $89,193 at 4% or $59,462 at 6%; with 50% employer match about $59,462 at 4% or $39,641 at 6%; with 100% employer match about $44,596 at 4% or $29,731 at 6%.
2016119$866,906$39,058$2,056iApproximate average salary by contribution assumption: employee only about $51,392 at 4% or $34,261 at 6%; with 50% employer match about $34,261 at 4% or $22,841 at 6%; with 100% employer match about $25,696 at 4% or $17,131 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-19$866,906$39,058$2,056iApproximate average salary by contribution assumption: employee only about $51,392 at 4% or $34,261 at 6%; with 50% employer match about $34,261 at 4% or $22,841 at 6%; with 100% employer match about $25,696 at 4% or $17,131 at 6%.
2015118$756,194$34,478$1,915iApproximate average salary by contribution assumption: employee only about $47,886 at 4% or $31,924 at 6%; with 50% employer match about $31,924 at 4% or $21,283 at 6%; with 100% employer match about $23,943 at 4% or $15,962 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-18$756,194$34,478$1,915iApproximate average salary by contribution assumption: employee only about $47,886 at 4% or $31,924 at 6%; with 50% employer match about $31,924 at 4% or $21,283 at 6%; with 100% employer match about $23,943 at 4% or $15,962 at 6%.
2014120$849,000$36,445$1,822iApproximate average salary by contribution assumption: employee only about $45,556 at 4% or $30,371 at 6%; with 50% employer match about $30,371 at 4% or $20,247 at 6%; with 100% employer match about $22,778 at 4% or $15,185 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-20$849,000$36,445$1,822iApproximate average salary by contribution assumption: employee only about $45,556 at 4% or $30,371 at 6%; with 50% employer match about $30,371 at 4% or $20,247 at 6%; with 100% employer match about $22,778 at 4% or $15,185 at 6%.
2013123$1,526,051$58,397$2,539iApproximate average salary by contribution assumption: employee only about $63,475 at 4% or $42,317 at 6%; with 50% employer match about $42,317 at 4% or $28,211 at 6%; with 100% employer match about $31,738 at 4% or $21,158 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-23$1,526,051$58,397$2,539iApproximate average salary by contribution assumption: employee only about $63,475 at 4% or $42,317 at 6%; with 50% employer match about $42,317 at 4% or $28,211 at 6%; with 100% employer match about $31,738 at 4% or $21,158 at 6%.
2012124$1,424,997$95,880$3,995iApproximate average salary by contribution assumption: employee only about $99,875 at 4% or $66,583 at 6%; with 50% employer match about $66,583 at 4% or $44,389 at 6%; with 100% employer match about $49,938 at 4% or $33,292 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-24$1,424,997$95,880$3,995iApproximate average salary by contribution assumption: employee only about $99,875 at 4% or $66,583 at 6%; with 50% employer match about $66,583 at 4% or $44,389 at 6%; with 100% employer match about $49,938 at 4% or $33,292 at 6%.
2011125$1,174,668$84,701$3,388iApproximate average salary by contribution assumption: employee only about $84,701 at 4% or $56,467 at 6%; with 50% employer match about $56,467 at 4% or $37,645 at 6%; with 100% employer match about $42,351 at 4% or $28,234 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-25$1,174,668$84,701$3,388iApproximate average salary by contribution assumption: employee only about $84,701 at 4% or $56,467 at 6%; with 50% employer match about $56,467 at 4% or $37,645 at 6%; with 100% employer match about $42,351 at 4% or $28,234 at 6%.
2010126$1,235,764$81,133$3,121iApproximate average salary by contribution assumption: employee only about $78,013 at 4% or $52,008 at 6%; with 50% employer match about $52,008 at 4% or $34,672 at 6%; with 100% employer match about $39,006 at 4% or $26,004 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-26$1,235,764$81,133$3,121iApproximate average salary by contribution assumption: employee only about $78,013 at 4% or $52,008 at 6%; with 50% employer match about $52,008 at 4% or $34,672 at 6%; with 100% employer match about $39,006 at 4% or $26,004 at 6%.
2009129$1,047,898$78,243$2,698iApproximate average salary by contribution assumption: employee only about $67,451 at 4% or $44,967 at 6%; with 50% employer match about $44,967 at 4% or $29,978 at 6%; with 100% employer match about $33,725 at 4% or $22,484 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-29$1,047,898$78,243$2,698iApproximate average salary by contribution assumption: employee only about $67,451 at 4% or $44,967 at 6%; with 50% employer match about $44,967 at 4% or $29,978 at 6%; with 100% employer match about $33,725 at 4% or $22,484 at 6%.
2008115$757,246$82,540$5,503iApproximate average salary by contribution assumption: employee only about $137,567 at 4% or $91,711 at 6%; with 50% employer match about $91,711 at 4% or $61,141 at 6%; with 100% employer match about $68,783 at 4% or $45,856 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-15$757,246$82,540$5,503iApproximate average salary by contribution assumption: employee only about $137,567 at 4% or $91,711 at 6%; with 50% employer match about $91,711 at 4% or $61,141 at 6%; with 100% employer match about $68,783 at 4% or $45,856 at 6%.
2007116$0$0-
Coates & Davenport PC. 401(K) Profit Sharing Plan-16---
2006116$1,436,162$135,082$8,443iApproximate average salary by contribution assumption: employee only about $211,066 at 4% or $140,710 at 6%; with 50% employer match about $140,710 at 4% or $93,807 at 6%; with 100% employer match about $105,533 at 4% or $70,355 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-16$1,436,162$135,082$8,443iApproximate average salary by contribution assumption: employee only about $211,066 at 4% or $140,710 at 6%; with 50% employer match about $140,710 at 4% or $93,807 at 6%; with 100% employer match about $105,533 at 4% or $70,355 at 6%.
2005121$1,282,168$146,625$6,982iApproximate average salary by contribution assumption: employee only about $174,554 at 4% or $116,369 at 6%; with 50% employer match about $116,369 at 4% or $77,579 at 6%; with 100% employer match about $87,277 at 4% or $58,185 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-21$1,282,168$146,625$6,982iApproximate average salary by contribution assumption: employee only about $174,554 at 4% or $116,369 at 6%; with 50% employer match about $116,369 at 4% or $77,579 at 6%; with 100% employer match about $87,277 at 4% or $58,185 at 6%.
2004133$1,244,447$175,101$5,306iApproximate average salary by contribution assumption: employee only about $132,652 at 4% or $88,435 at 6%; with 50% employer match about $88,435 at 4% or $58,957 at 6%; with 100% employer match about $66,326 at 4% or $44,217 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-33$1,244,447$175,101$5,306iApproximate average salary by contribution assumption: employee only about $132,652 at 4% or $88,435 at 6%; with 50% employer match about $88,435 at 4% or $58,957 at 6%; with 100% employer match about $66,326 at 4% or $44,217 at 6%.
2003124$979,127$85,574$3,566iApproximate average salary by contribution assumption: employee only about $89,140 at 4% or $59,426 at 6%; with 50% employer match about $59,426 at 4% or $39,618 at 6%; with 100% employer match about $44,570 at 4% or $29,713 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-24$979,127$85,574$3,566iApproximate average salary by contribution assumption: employee only about $89,140 at 4% or $59,426 at 6%; with 50% employer match about $59,426 at 4% or $39,618 at 6%; with 100% employer match about $44,570 at 4% or $29,713 at 6%.
2002124$691,869$47,842$1,993iApproximate average salary by contribution assumption: employee only about $49,835 at 4% or $33,224 at 6%; with 50% employer match about $33,224 at 4% or $22,149 at 6%; with 100% employer match about $24,918 at 4% or $16,612 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-24$691,869$47,842$1,993iApproximate average salary by contribution assumption: employee only about $49,835 at 4% or $33,224 at 6%; with 50% employer match about $33,224 at 4% or $22,149 at 6%; with 100% employer match about $24,918 at 4% or $16,612 at 6%.
2001127$0$0-
Coates & Davenport PC. 401(K) Profit Sharing Plan-27---
2000125$668,778$74,105$2,964iApproximate average salary by contribution assumption: employee only about $74,105 at 4% or $49,403 at 6%; with 50% employer match about $49,403 at 4% or $32,936 at 6%; with 100% employer match about $37,053 at 4% or $24,702 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-25$668,778$74,105$2,964iApproximate average salary by contribution assumption: employee only about $74,105 at 4% or $49,403 at 6%; with 50% employer match about $49,403 at 4% or $32,936 at 6%; with 100% employer match about $37,053 at 4% or $24,702 at 6%.
1999121$653,850$61,730$2,940iApproximate average salary by contribution assumption: employee only about $73,488 at 4% or $48,992 at 6%; with 50% employer match about $48,992 at 4% or $32,661 at 6%; with 100% employer match about $36,744 at 4% or $24,496 at 6%.
Coates & Davenport PC. 401(K) Profit Sharing Plan-21$653,850$61,730$2,940iApproximate average salary by contribution assumption: employee only about $73,488 at 4% or $48,992 at 6%; with 50% employer match about $48,992 at 4% or $32,661 at 6%; with 100% employer match about $36,744 at 4% or $24,496 at 6%.