Civic Intelligence

Cold Harbor Financial Services Inc.

Plan context: Cold Harbor Financial Services 401(K) Retirement Plan

EIN 54-1950627 • Mechanicsville, VA • 12 filings • 2 plans

8052 Elm Dr. Suite J-1Mechanicsville, VA 23111
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,466,680

2024 Contributions

$51,749

Historical Graphs

Total Assets Over Time

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

$1,466,680$733,340$0201320192024YearValue
$1,466,680Latest year 2024

Participants Over Time

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

320201320192024YearValue
2Latest 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
202412$1,466,680$51,749$25,875iApproximate average salary by contribution assumption: employee only about $646,863 at 4% or $431,242 at 6%; with 50% employer match about $431,242 at 4% or $287,494 at 6%; with 100% employer match about $323,431 at 4% or $215,621 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$1,466,680$51,749$25,875iApproximate average salary by contribution assumption: employee only about $646,863 at 4% or $431,242 at 6%; with 50% employer match about $431,242 at 4% or $287,494 at 6%; with 100% employer match about $323,431 at 4% or $215,621 at 6%.
202312$1,115,780$51,635$25,818iApproximate average salary by contribution assumption: employee only about $645,438 at 4% or $430,292 at 6%; with 50% employer match about $430,292 at 4% or $286,861 at 6%; with 100% employer match about $322,719 at 4% or $215,146 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$1,115,780$51,635$25,818iApproximate average salary by contribution assumption: employee only about $645,438 at 4% or $430,292 at 6%; with 50% employer match about $430,292 at 4% or $286,861 at 6%; with 100% employer match about $322,719 at 4% or $215,146 at 6%.
202212$747,679$51,125$25,563iApproximate average salary by contribution assumption: employee only about $639,063 at 4% or $426,042 at 6%; with 50% employer match about $426,042 at 4% or $284,028 at 6%; with 100% employer match about $319,531 at 4% or $213,021 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$747,679$51,125$25,563iApproximate average salary by contribution assumption: employee only about $639,063 at 4% or $426,042 at 6%; with 50% employer match about $426,042 at 4% or $284,028 at 6%; with 100% employer match about $319,531 at 4% or $213,021 at 6%.
202112$921,372$50,125$25,063iApproximate average salary by contribution assumption: employee only about $626,563 at 4% or $417,708 at 6%; with 50% employer match about $417,708 at 4% or $278,472 at 6%; with 100% employer match about $313,281 at 4% or $208,854 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$921,372$50,125$25,063iApproximate average salary by contribution assumption: employee only about $626,563 at 4% or $417,708 at 6%; with 50% employer match about $417,708 at 4% or $278,472 at 6%; with 100% employer match about $313,281 at 4% or $208,854 at 6%.
202012$804,287$54,500$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$804,287$54,500$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
201912$712,064$54,880$27,440iApproximate average salary by contribution assumption: employee only about $686,000 at 4% or $457,333 at 6%; with 50% employer match about $457,333 at 4% or $304,889 at 6%; with 100% employer match about $343,000 at 4% or $228,667 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$712,064$54,880$27,440iApproximate average salary by contribution assumption: employee only about $686,000 at 4% or $457,333 at 6%; with 50% employer match about $457,333 at 4% or $304,889 at 6%; with 100% employer match about $343,000 at 4% or $228,667 at 6%.
201812$549,163$44,393$22,197iApproximate average salary by contribution assumption: employee only about $554,913 at 4% or $369,942 at 6%; with 50% employer match about $369,942 at 4% or $246,628 at 6%; with 100% employer match about $277,456 at 4% or $184,971 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$549,163$44,393$22,197iApproximate average salary by contribution assumption: employee only about $554,913 at 4% or $369,942 at 6%; with 50% employer match about $369,942 at 4% or $246,628 at 6%; with 100% employer match about $277,456 at 4% or $184,971 at 6%.
201713$585,137$57,041$19,014iApproximate average salary by contribution assumption: employee only about $475,342 at 4% or $316,894 at 6%; with 50% employer match about $316,894 at 4% or $211,263 at 6%; with 100% employer match about $237,671 at 4% or $158,447 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-3$585,137$57,041$19,014iApproximate average salary by contribution assumption: employee only about $475,342 at 4% or $316,894 at 6%; with 50% employer match about $316,894 at 4% or $211,263 at 6%; with 100% employer match about $237,671 at 4% or $158,447 at 6%.
201612$511,172$48,680$24,340iApproximate average salary by contribution assumption: employee only about $608,500 at 4% or $405,667 at 6%; with 50% employer match about $405,667 at 4% or $270,444 at 6%; with 100% employer match about $304,250 at 4% or $202,833 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$511,172$48,680$24,340iApproximate average salary by contribution assumption: employee only about $608,500 at 4% or $405,667 at 6%; with 50% employer match about $405,667 at 4% or $270,444 at 6%; with 100% employer match about $304,250 at 4% or $202,833 at 6%.
201512$448,172$55,057$27,529iApproximate average salary by contribution assumption: employee only about $688,213 at 4% or $458,808 at 6%; with 50% employer match about $458,808 at 4% or $305,872 at 6%; with 100% employer match about $344,106 at 4% or $229,404 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$448,172$55,057$27,529iApproximate average salary by contribution assumption: employee only about $688,213 at 4% or $458,808 at 6%; with 50% employer match about $458,808 at 4% or $305,872 at 6%; with 100% employer match about $344,106 at 4% or $229,404 at 6%.
201412$375,346$55,689$27,845iApproximate average salary by contribution assumption: employee only about $696,113 at 4% or $464,075 at 6%; with 50% employer match about $464,075 at 4% or $309,383 at 6%; with 100% employer match about $348,056 at 4% or $232,038 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$375,346$55,689$27,845iApproximate average salary by contribution assumption: employee only about $696,113 at 4% or $464,075 at 6%; with 50% employer match about $464,075 at 4% or $309,383 at 6%; with 100% employer match about $348,056 at 4% or $232,038 at 6%.
201312$292,556$283,593$141,797iApproximate average salary by contribution assumption: employee only about $3,544,913 at 4% or $2,363,275 at 6%; with 50% employer match about $2,363,275 at 4% or $1,575,517 at 6%; with 100% employer match about $1,772,456 at 4% or $1,181,638 at 6%.
Cold Harbor Financial Services 401(K) Retirement Plan-2$292,556$283,593$141,797iApproximate average salary by contribution assumption: employee only about $3,544,913 at 4% or $2,363,275 at 6%; with 50% employer match about $2,363,275 at 4% or $1,575,517 at 6%; with 100% employer match about $1,772,456 at 4% or $1,181,638 at 6%.