Coe Management Services Inc.
Plan context: Coe Services Inc. Retirement Plan
EIN 54-1994883 • Ashland, VA • 34 filings • 9 plans
Current Snapshot
Latest Year
2025
2025 Participants
104
2025 Assets
$7,424,454
2025 Contributions
$477,532
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 104 | $7,424,454 | $477,532 | $4,592iApproximate average salary by contribution assumption: employee only about $114,791 at 4% or $76,528 at 6%; with 50% employer match about $76,528 at 4% or $51,018 at 6%; with 100% employer match about $57,396 at 4% or $38,264 at 6%. |
| Coe Services Inc. Retirement Plan | - | 104 | $7,424,454 | $477,532 | $4,592iApproximate average salary by contribution assumption: employee only about $114,791 at 4% or $76,528 at 6%; with 50% employer match about $76,528 at 4% or $51,018 at 6%; with 100% employer match about $57,396 at 4% or $38,264 at 6%. |
| 2024 | 1 | 103 | $6,435,534 | $476,322 | $4,624iApproximate average salary by contribution assumption: employee only about $115,612 at 4% or $77,075 at 6%; with 50% employer match about $77,075 at 4% or $51,383 at 6%; with 100% employer match about $57,806 at 4% or $38,537 at 6%. |
| Coe Services Inc. Retirement Plan | - | 103 | $6,435,534 | $476,322 | $4,624iApproximate average salary by contribution assumption: employee only about $115,612 at 4% or $77,075 at 6%; with 50% employer match about $77,075 at 4% or $51,383 at 6%; with 100% employer match about $57,806 at 4% or $38,537 at 6%. |
| 2023 | 1 | 105 | $6,541,477 | $432,735 | $4,121iApproximate average salary by contribution assumption: employee only about $103,032 at 4% or $68,688 at 6%; with 50% employer match about $68,688 at 4% or $45,792 at 6%; with 100% employer match about $51,516 at 4% or $34,344 at 6%. |
| Coe Services Inc. Retirement Plan | - | 105 | $6,541,477 | $432,735 | $4,121iApproximate average salary by contribution assumption: employee only about $103,032 at 4% or $68,688 at 6%; with 50% employer match about $68,688 at 4% or $45,792 at 6%; with 100% employer match about $51,516 at 4% or $34,344 at 6%. |
| 2022 | 1 | 96 | $5,789,828 | $425,506 | $4,432iApproximate average salary by contribution assumption: employee only about $110,809 at 4% or $73,873 at 6%; with 50% employer match about $73,873 at 4% or $49,248 at 6%; with 100% employer match about $55,404 at 4% or $36,936 at 6%. |
| Coe Services Inc. Retirement Plan | - | 96 | $5,789,828 | $425,506 | $4,432iApproximate average salary by contribution assumption: employee only about $110,809 at 4% or $73,873 at 6%; with 50% employer match about $73,873 at 4% or $49,248 at 6%; with 100% employer match about $55,404 at 4% or $36,936 at 6%. |
| 2021 | 1 | 70 | $8,562,903 | $372,888 | $5,327iApproximate average salary by contribution assumption: employee only about $133,174 at 4% or $88,783 at 6%; with 50% employer match about $88,783 at 4% or $59,189 at 6%; with 100% employer match about $66,587 at 4% or $44,391 at 6%. |
| Coe Services Inc. Retirement Plan | - | 70 | $8,562,903 | $372,888 | $5,327iApproximate average salary by contribution assumption: employee only about $133,174 at 4% or $88,783 at 6%; with 50% employer match about $88,783 at 4% or $59,189 at 6%; with 100% employer match about $66,587 at 4% or $44,391 at 6%. |
| 2020 | 1 | 76 | $8,727,131 | $397,431 | $5,229iApproximate average salary by contribution assumption: employee only about $130,734 at 4% or $87,156 at 6%; with 50% employer match about $87,156 at 4% or $58,104 at 6%; with 100% employer match about $65,367 at 4% or $43,578 at 6%. |
| Coe Services Inc. Retirement Plan | - | 76 | $8,727,131 | $397,431 | $5,229iApproximate average salary by contribution assumption: employee only about $130,734 at 4% or $87,156 at 6%; with 50% employer match about $87,156 at 4% or $58,104 at 6%; with 100% employer match about $65,367 at 4% or $43,578 at 6%. |
| 2019 | 1 | 88 | $7,461,826 | $432,853 | $4,919iApproximate average salary by contribution assumption: employee only about $122,970 at 4% or $81,980 at 6%; with 50% employer match about $81,980 at 4% or $54,653 at 6%; with 100% employer match about $61,485 at 4% or $40,990 at 6%. |
| Coe Services Inc. Retirement Plan | - | 88 | $7,461,826 | $432,853 | $4,919iApproximate average salary by contribution assumption: employee only about $122,970 at 4% or $81,980 at 6%; with 50% employer match about $81,980 at 4% or $54,653 at 6%; with 100% employer match about $61,485 at 4% or $40,990 at 6%. |
| 2018 | 1 | 92 | $5,907,597 | $415,000 | $4,511iApproximate average salary by contribution assumption: employee only about $112,772 at 4% or $75,181 at 6%; with 50% employer match about $75,181 at 4% or $50,121 at 6%; with 100% employer match about $56,386 at 4% or $37,591 at 6%. |
| Coe Services Inc. Retirement Plan | - | 92 | $5,907,597 | $415,000 | $4,511iApproximate average salary by contribution assumption: employee only about $112,772 at 4% or $75,181 at 6%; with 50% employer match about $75,181 at 4% or $50,121 at 6%; with 100% employer match about $56,386 at 4% or $37,591 at 6%. |
| 2017 | 1 | 83 | $6,356,145 | $395,233 | $4,762iApproximate average salary by contribution assumption: employee only about $119,046 at 4% or $79,364 at 6%; with 50% employer match about $79,364 at 4% or $52,909 at 6%; with 100% employer match about $59,523 at 4% or $39,682 at 6%. |
| Coe Services Inc. Retirement Plan | - | 83 | $6,356,145 | $395,233 | $4,762iApproximate average salary by contribution assumption: employee only about $119,046 at 4% or $79,364 at 6%; with 50% employer match about $79,364 at 4% or $52,909 at 6%; with 100% employer match about $59,523 at 4% or $39,682 at 6%. |
| 2016 | 1 | 85 | $5,870,460 | $404,379 | $4,757iApproximate average salary by contribution assumption: employee only about $118,935 at 4% or $79,290 at 6%; with 50% employer match about $79,290 at 4% or $52,860 at 6%; with 100% employer match about $59,467 at 4% or $39,645 at 6%. |
| Coe Services Inc. Retirement Plan | - | 85 | $5,870,460 | $404,379 | $4,757iApproximate average salary by contribution assumption: employee only about $118,935 at 4% or $79,290 at 6%; with 50% employer match about $79,290 at 4% or $52,860 at 6%; with 100% employer match about $59,467 at 4% or $39,645 at 6%. |
| 2015 | 1 | 87 | $5,826,640 | $494,599 | $5,685iApproximate average salary by contribution assumption: employee only about $142,126 at 4% or $94,751 at 6%; with 50% employer match about $94,751 at 4% or $63,167 at 6%; with 100% employer match about $71,063 at 4% or $47,375 at 6%. |
| Coe Services Inc. Retirement Plan | - | 87 | $5,826,640 | $494,599 | $5,685iApproximate average salary by contribution assumption: employee only about $142,126 at 4% or $94,751 at 6%; with 50% employer match about $94,751 at 4% or $63,167 at 6%; with 100% employer match about $71,063 at 4% or $47,375 at 6%. |
| 2014 | 1 | 89 | $5,510,934 | $477,544 | $5,366iApproximate average salary by contribution assumption: employee only about $134,142 at 4% or $89,428 at 6%; with 50% employer match about $89,428 at 4% or $59,618 at 6%; with 100% employer match about $67,071 at 4% or $44,714 at 6%. |
| Coe Services Inc. Retirement Plan | - | 89 | $5,510,934 | $477,544 | $5,366iApproximate average salary by contribution assumption: employee only about $134,142 at 4% or $89,428 at 6%; with 50% employer match about $89,428 at 4% or $59,618 at 6%; with 100% employer match about $67,071 at 4% or $44,714 at 6%. |
| 2013 | 1 | 95 | $5,048,382 | $435,763 | $4,587iApproximate average salary by contribution assumption: employee only about $114,674 at 4% or $76,450 at 6%; with 50% employer match about $76,450 at 4% or $50,966 at 6%; with 100% employer match about $57,337 at 4% or $38,225 at 6%. |
| Coe Services Inc. Retirement Plan | - | 95 | $5,048,382 | $435,763 | $4,587iApproximate average salary by contribution assumption: employee only about $114,674 at 4% or $76,450 at 6%; with 50% employer match about $76,450 at 4% or $50,966 at 6%; with 100% employer match about $57,337 at 4% or $38,225 at 6%. |
| 2012 | 1 | 90 | $4,030,071 | $326,784 | $3,631iApproximate average salary by contribution assumption: employee only about $90,773 at 4% or $60,516 at 6%; with 50% employer match about $60,516 at 4% or $40,344 at 6%; with 100% employer match about $45,387 at 4% or $30,258 at 6%. |
| Coe Services Inc. Retirement Plan | - | 90 | $4,030,071 | $326,784 | $3,631iApproximate average salary by contribution assumption: employee only about $90,773 at 4% or $60,516 at 6%; with 50% employer match about $60,516 at 4% or $40,344 at 6%; with 100% employer match about $45,387 at 4% or $30,258 at 6%. |
| 2011 | 1 | 85 | $3,550,701 | $299,710 | $3,526iApproximate average salary by contribution assumption: employee only about $88,150 at 4% or $58,767 at 6%; with 50% employer match about $58,767 at 4% or $39,178 at 6%; with 100% employer match about $44,075 at 4% or $29,383 at 6%. |
| Coe Services Inc. Retirement Plan | - | 85 | $3,550,701 | $299,710 | $3,526iApproximate average salary by contribution assumption: employee only about $88,150 at 4% or $58,767 at 6%; with 50% employer match about $58,767 at 4% or $39,178 at 6%; with 100% employer match about $44,075 at 4% or $29,383 at 6%. |
| 2010 | 1 | 89 | $4,107,520 | $275,801 | $3,099iApproximate average salary by contribution assumption: employee only about $77,472 at 4% or $51,648 at 6%; with 50% employer match about $51,648 at 4% or $34,432 at 6%; with 100% employer match about $38,736 at 4% or $25,824 at 6%. |
| Coe Services Inc. Retirement Plan | - | 89 | $4,107,520 | $275,801 | $3,099iApproximate average salary by contribution assumption: employee only about $77,472 at 4% or $51,648 at 6%; with 50% employer match about $51,648 at 4% or $34,432 at 6%; with 100% employer match about $38,736 at 4% or $25,824 at 6%. |
| 2009 | 2 | 91 | $3,526,281 | $296,957 | $3,263iApproximate average salary by contribution assumption: employee only about $81,582 at 4% or $54,388 at 6%; with 50% employer match about $54,388 at 4% or $36,258 at 6%; with 100% employer match about $40,791 at 4% or $27,194 at 6%. |
| Coe Services Inc. Retirement Plan | - | 91 | $3,526,281 | $296,957 | $3,263iApproximate average salary by contribution assumption: employee only about $81,582 at 4% or $54,388 at 6%; with 50% employer match about $54,388 at 4% or $36,258 at 6%; with 100% employer match about $40,791 at 4% or $27,194 at 6%. |
| CREATIVE FLEXIBLE BENEFIT PLAN | - | 76 | - | - | - |
| 2008 | 2 | 114 | $2,890,437 | $550,895 | $4,832iApproximate average salary by contribution assumption: employee only about $120,810 at 4% or $80,540 at 6%; with 50% employer match about $80,540 at 4% or $53,693 at 6%; with 100% employer match about $60,405 at 4% or $40,270 at 6%. |
| Coe Services Inc. Retirement Plan | - | 114 | $2,890,437 | $550,895 | $4,832iApproximate average salary by contribution assumption: employee only about $120,810 at 4% or $80,540 at 6%; with 50% employer match about $80,540 at 4% or $53,693 at 6%; with 100% employer match about $60,405 at 4% or $40,270 at 6%. |
| CREATIVE OFFICE ENVIRONMCNTS DBA CREATIVE FLEXIBIE BENEFIT PIAN | - | 67 | - | - | - |
| 2007 | 3 | 135 | $4,886,623 | $581,951 | $4,311iApproximate average salary by contribution assumption: employee only about $107,769 at 4% or $71,846 at 6%; with 50% employer match about $71,846 at 4% or $47,897 at 6%; with 100% employer match about $53,884 at 4% or $35,923 at 6%. |
| Coe Services Inc. Retirement Plan | - | 135 | $4,886,623 | $581,951 | $4,311iApproximate average salary by contribution assumption: employee only about $107,769 at 4% or $71,846 at 6%; with 50% employer match about $71,846 at 4% or $47,897 at 6%; with 100% employer match about $53,884 at 4% or $35,923 at 6%. |
| CREATIVE OFFICE ENVIRONMENTS DBA CREATIVE FLEXIBLE BENEFIT PLAN | - | 128 | - | - | - |
| WELFARE PLAN OF CREATIVE OFFICE ENVIRONMENTS | - | 122 | - | - | - |
| 2006 | 2 | 142 | $4,350,989 | $532,889 | $3,753iApproximate average salary by contribution assumption: employee only about $93,818 at 4% or $62,546 at 6%; with 50% employer match about $62,546 at 4% or $41,697 at 6%; with 100% employer match about $46,909 at 4% or $31,273 at 6%. |
| Coe Services Inc. Retirement Plan | - | 142 | $4,350,989 | $532,889 | $3,753iApproximate average salary by contribution assumption: employee only about $93,818 at 4% or $62,546 at 6%; with 50% employer match about $62,546 at 4% or $41,697 at 6%; with 100% employer match about $46,909 at 4% or $31,273 at 6%. |
| WELFARE PLAN OF CREATIVE OFFICE ENVIRONMENTS | - | 127 | - | - | - |
| 2005 | 2 | 160 | $3,782,130 | $520,959 | $3,256iApproximate average salary by contribution assumption: employee only about $81,400 at 4% or $54,267 at 6%; with 50% employer match about $54,267 at 4% or $36,178 at 6%; with 100% employer match about $40,700 at 4% or $27,133 at 6%. |
| Coe Services Inc. Retirement Plan | - | 160 | $3,782,130 | $520,959 | $3,256iApproximate average salary by contribution assumption: employee only about $81,400 at 4% or $54,267 at 6%; with 50% employer match about $54,267 at 4% or $36,178 at 6%; with 100% employer match about $40,700 at 4% or $27,133 at 6%. |
| WELFARE PLAN OF CREATIVE OFFICE ENVIRONMENTS | - | 122 | - | - | - |
| 2004 | 2 | 145 | $3,202,993 | $472,265 | $3,257iApproximate average salary by contribution assumption: employee only about $81,425 at 4% or $54,283 at 6%; with 50% employer match about $54,283 at 4% or $36,189 at 6%; with 100% employer match about $40,713 at 4% or $27,142 at 6%. |
| Coe Services Inc. Retirement Plan | - | 145 | $3,202,993 | $472,265 | $3,257iApproximate average salary by contribution assumption: employee only about $81,425 at 4% or $54,283 at 6%; with 50% employer match about $54,283 at 4% or $36,189 at 6%; with 100% employer match about $40,713 at 4% or $27,142 at 6%. |
| WELFARE PLAN OF CREATIVE OFFICE ENVIRONMENTS | - | 145 | - | - | - |
| 2003 | 2 | 138 | $2,865,496 | $525,447 | $3,808iApproximate average salary by contribution assumption: employee only about $95,190 at 4% or $63,460 at 6%; with 50% employer match about $63,460 at 4% or $42,307 at 6%; with 100% employer match about $47,595 at 4% or $31,730 at 6%. |
| Coe Services Inc. Retirement Plan | - | 138 | $2,865,496 | $525,447 | $3,808iApproximate average salary by contribution assumption: employee only about $95,190 at 4% or $63,460 at 6%; with 50% employer match about $63,460 at 4% or $42,307 at 6%; with 100% employer match about $47,595 at 4% or $31,730 at 6%. |
| CREATIVE OFFICE ENVIRONMENTS 125 CAFETERIA PLAN | - | 136 | - | - | - |
| 2002 | 1 | 128 | $0 | $0 | - |
| CREATIVE OFFICE ENVIRONMENTS 125 CAFETERIA PLAN | - | 128 | - | - | - |
| 2001 | 1 | 133 | $1,741,171 | $492,103 | $3,700iApproximate average salary by contribution assumption: employee only about $92,501 at 4% or $61,667 at 6%; with 50% employer match about $61,667 at 4% or $41,111 at 6%; with 100% employer match about $46,250 at 4% or $30,834 at 6%. |
| Coe Services Inc. Retirement Plan | - | 133 | $1,741,171 | $492,103 | $3,700iApproximate average salary by contribution assumption: employee only about $92,501 at 4% or $61,667 at 6%; with 50% employer match about $61,667 at 4% or $41,111 at 6%; with 100% employer match about $46,250 at 4% or $30,834 at 6%. |
| 2000 | 1 | 127 | $1,494,585 | $243,162 | $1,915iApproximate average salary by contribution assumption: employee only about $47,867 at 4% or $31,911 at 6%; with 50% employer match about $31,911 at 4% or $21,274 at 6%; with 100% employer match about $23,933 at 4% or $15,956 at 6%. |
| Coe Services Inc. Retirement Plan | - | 127 | $1,494,585 | $243,162 | $1,915iApproximate average salary by contribution assumption: employee only about $47,867 at 4% or $31,911 at 6%; with 50% employer match about $31,911 at 4% or $21,274 at 6%; with 100% employer match about $23,933 at 4% or $15,956 at 6%. |