Coffey, Lovins & Company PLLC
Plan context: Coffey, Lovins & Company 401K Profit Sharing Plan
EIN 56-1929162 • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$593,851
2024 Contributions
$27,726
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $593,851 | $27,726 | $3,961iApproximate average salary by contribution assumption: employee only about $99,021 at 4% or $66,014 at 6%; with 50% employer match about $66,014 at 4% or $44,010 at 6%; with 100% employer match about $49,511 at 4% or $33,007 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $593,851 | $27,726 | $3,961iApproximate average salary by contribution assumption: employee only about $99,021 at 4% or $66,014 at 6%; with 50% employer match about $66,014 at 4% or $44,010 at 6%; with 100% employer match about $49,511 at 4% or $33,007 at 6%. |
| 2023 | 1 | 7 | $517,905 | $25,162 | $3,595iApproximate average salary by contribution assumption: employee only about $89,864 at 4% or $59,910 at 6%; with 50% employer match about $59,910 at 4% or $39,940 at 6%; with 100% employer match about $44,932 at 4% or $29,955 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $517,905 | $25,162 | $3,595iApproximate average salary by contribution assumption: employee only about $89,864 at 4% or $59,910 at 6%; with 50% employer match about $59,910 at 4% or $39,940 at 6%; with 100% employer match about $44,932 at 4% or $29,955 at 6%. |
| 2022 | 1 | 7 | $431,372 | $21,185 | $3,026iApproximate average salary by contribution assumption: employee only about $75,661 at 4% or $50,440 at 6%; with 50% employer match about $50,440 at 4% or $33,627 at 6%; with 100% employer match about $37,830 at 4% or $25,220 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $431,372 | $21,185 | $3,026iApproximate average salary by contribution assumption: employee only about $75,661 at 4% or $50,440 at 6%; with 50% employer match about $50,440 at 4% or $33,627 at 6%; with 100% employer match about $37,830 at 4% or $25,220 at 6%. |
| 2021 | 1 | 7 | $525,372 | $20,083 | $2,869iApproximate average salary by contribution assumption: employee only about $71,725 at 4% or $47,817 at 6%; with 50% employer match about $47,817 at 4% or $31,878 at 6%; with 100% employer match about $35,863 at 4% or $23,908 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $525,372 | $20,083 | $2,869iApproximate average salary by contribution assumption: employee only about $71,725 at 4% or $47,817 at 6%; with 50% employer match about $47,817 at 4% or $31,878 at 6%; with 100% employer match about $35,863 at 4% or $23,908 at 6%. |
| 2020 | 1 | 8 | $472,866 | $44,922 | $5,615iApproximate average salary by contribution assumption: employee only about $140,381 at 4% or $93,588 at 6%; with 50% employer match about $93,588 at 4% or $62,392 at 6%; with 100% employer match about $70,191 at 4% or $46,794 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 8 | $472,866 | $44,922 | $5,615iApproximate average salary by contribution assumption: employee only about $140,381 at 4% or $93,588 at 6%; with 50% employer match about $93,588 at 4% or $62,392 at 6%; with 100% employer match about $70,191 at 4% or $46,794 at 6%. |
| 2019 | 1 | 8 | $395,242 | $18,339 | $2,292iApproximate average salary by contribution assumption: employee only about $57,309 at 4% or $38,206 at 6%; with 50% employer match about $38,206 at 4% or $25,471 at 6%; with 100% employer match about $28,655 at 4% or $19,103 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 8 | $395,242 | $18,339 | $2,292iApproximate average salary by contribution assumption: employee only about $57,309 at 4% or $38,206 at 6%; with 50% employer match about $38,206 at 4% or $25,471 at 6%; with 100% employer match about $28,655 at 4% or $19,103 at 6%. |
| 2018 | 1 | 8 | $321,649 | $15,958 | $1,995iApproximate average salary by contribution assumption: employee only about $49,869 at 4% or $33,246 at 6%; with 50% employer match about $33,246 at 4% or $22,164 at 6%; with 100% employer match about $24,934 at 4% or $16,623 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 8 | $321,649 | $15,958 | $1,995iApproximate average salary by contribution assumption: employee only about $49,869 at 4% or $33,246 at 6%; with 50% employer match about $33,246 at 4% or $22,164 at 6%; with 100% employer match about $24,934 at 4% or $16,623 at 6%. |
| 2017 | 1 | 8 | $337,805 | $15,778 | $1,972iApproximate average salary by contribution assumption: employee only about $49,306 at 4% or $32,871 at 6%; with 50% employer match about $32,871 at 4% or $21,914 at 6%; with 100% employer match about $24,653 at 4% or $16,435 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 8 | $337,805 | $15,778 | $1,972iApproximate average salary by contribution assumption: employee only about $49,306 at 4% or $32,871 at 6%; with 50% employer match about $32,871 at 4% or $21,914 at 6%; with 100% employer match about $24,653 at 4% or $16,435 at 6%. |
| 2016 | 1 | 8 | $299,500 | $17,218 | $2,152iApproximate average salary by contribution assumption: employee only about $53,806 at 4% or $35,871 at 6%; with 50% employer match about $35,871 at 4% or $23,914 at 6%; with 100% employer match about $26,903 at 4% or $17,935 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 8 | $299,500 | $17,218 | $2,152iApproximate average salary by contribution assumption: employee only about $53,806 at 4% or $35,871 at 6%; with 50% employer match about $35,871 at 4% or $23,914 at 6%; with 100% employer match about $26,903 at 4% or $17,935 at 6%. |
| 2015 | 1 | 8 | $273,322 | $13,150 | $1,644iApproximate average salary by contribution assumption: employee only about $41,094 at 4% or $27,396 at 6%; with 50% employer match about $27,396 at 4% or $18,264 at 6%; with 100% employer match about $20,547 at 4% or $13,698 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 8 | $273,322 | $13,150 | $1,644iApproximate average salary by contribution assumption: employee only about $41,094 at 4% or $27,396 at 6%; with 50% employer match about $27,396 at 4% or $18,264 at 6%; with 100% employer match about $20,547 at 4% or $13,698 at 6%. |
| 2014 | 1 | 7 | $267,947 | $10,878 | $1,554iApproximate average salary by contribution assumption: employee only about $38,850 at 4% or $25,900 at 6%; with 50% employer match about $25,900 at 4% or $17,267 at 6%; with 100% employer match about $19,425 at 4% or $12,950 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $267,947 | $10,878 | $1,554iApproximate average salary by contribution assumption: employee only about $38,850 at 4% or $25,900 at 6%; with 50% employer match about $25,900 at 4% or $17,267 at 6%; with 100% employer match about $19,425 at 4% or $12,950 at 6%. |
| 2013 | 1 | 7 | $253,272 | $10,604 | $1,515iApproximate average salary by contribution assumption: employee only about $37,871 at 4% or $25,248 at 6%; with 50% employer match about $25,248 at 4% or $16,832 at 6%; with 100% employer match about $18,936 at 4% or $12,624 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $253,272 | $10,604 | $1,515iApproximate average salary by contribution assumption: employee only about $37,871 at 4% or $25,248 at 6%; with 50% employer match about $25,248 at 4% or $16,832 at 6%; with 100% employer match about $18,936 at 4% or $12,624 at 6%. |
| 2012 | 1 | 7 | $237,722 | $11,775 | $1,682iApproximate average salary by contribution assumption: employee only about $42,054 at 4% or $28,036 at 6%; with 50% employer match about $28,036 at 4% or $18,690 at 6%; with 100% employer match about $21,027 at 4% or $14,018 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $237,722 | $11,775 | $1,682iApproximate average salary by contribution assumption: employee only about $42,054 at 4% or $28,036 at 6%; with 50% employer match about $28,036 at 4% or $18,690 at 6%; with 100% employer match about $21,027 at 4% or $14,018 at 6%. |
| 2011 | 1 | 9 | $209,843 | $32,928 | $3,659iApproximate average salary by contribution assumption: employee only about $91,467 at 4% or $60,978 at 6%; with 50% employer match about $60,978 at 4% or $40,652 at 6%; with 100% employer match about $45,733 at 4% or $30,489 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 9 | $209,843 | $32,928 | $3,659iApproximate average salary by contribution assumption: employee only about $91,467 at 4% or $60,978 at 6%; with 50% employer match about $60,978 at 4% or $40,652 at 6%; with 100% employer match about $45,733 at 4% or $30,489 at 6%. |
| 2010 | 1 | 11 | $485,249 | $42,184 | $3,835iApproximate average salary by contribution assumption: employee only about $95,873 at 4% or $63,915 at 6%; with 50% employer match about $63,915 at 4% or $42,610 at 6%; with 100% employer match about $47,936 at 4% or $31,958 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 11 | $485,249 | $42,184 | $3,835iApproximate average salary by contribution assumption: employee only about $95,873 at 4% or $63,915 at 6%; with 50% employer match about $63,915 at 4% or $42,610 at 6%; with 100% employer match about $47,936 at 4% or $31,958 at 6%. |
| 2009 | 1 | 10 | $408,763 | $34,531 | $3,453iApproximate average salary by contribution assumption: employee only about $86,328 at 4% or $57,552 at 6%; with 50% employer match about $57,552 at 4% or $38,368 at 6%; with 100% employer match about $43,164 at 4% or $28,776 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 10 | $408,763 | $34,531 | $3,453iApproximate average salary by contribution assumption: employee only about $86,328 at 4% or $57,552 at 6%; with 50% employer match about $57,552 at 4% or $38,368 at 6%; with 100% employer match about $43,164 at 4% or $28,776 at 6%. |
| 2008 | 1 | 10 | $296,057 | $28,766 | $2,877iApproximate average salary by contribution assumption: employee only about $71,915 at 4% or $47,943 at 6%; with 50% employer match about $47,943 at 4% or $31,962 at 6%; with 100% employer match about $35,958 at 4% or $23,972 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 10 | $296,057 | $28,766 | $2,877iApproximate average salary by contribution assumption: employee only about $71,915 at 4% or $47,943 at 6%; with 50% employer match about $47,943 at 4% or $31,962 at 6%; with 100% employer match about $35,958 at 4% or $23,972 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 10 | - | - | - |
| 2006 | 1 | 9 | $375,723 | $42,007 | $4,667iApproximate average salary by contribution assumption: employee only about $116,686 at 4% or $77,791 at 6%; with 50% employer match about $77,791 at 4% or $51,860 at 6%; with 100% employer match about $58,343 at 4% or $38,895 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 9 | $375,723 | $42,007 | $4,667iApproximate average salary by contribution assumption: employee only about $116,686 at 4% or $77,791 at 6%; with 50% employer match about $77,791 at 4% or $51,860 at 6%; with 100% employer match about $58,343 at 4% or $38,895 at 6%. |
| 2005 | 1 | 7 | $303,587 | $34,570 | $4,939iApproximate average salary by contribution assumption: employee only about $123,464 at 4% or $82,310 at 6%; with 50% employer match about $82,310 at 4% or $54,873 at 6%; with 100% employer match about $61,732 at 4% or $41,155 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $303,587 | $34,570 | $4,939iApproximate average salary by contribution assumption: employee only about $123,464 at 4% or $82,310 at 6%; with 50% employer match about $82,310 at 4% or $54,873 at 6%; with 100% employer match about $61,732 at 4% or $41,155 at 6%. |
| 2004 | 1 | 7 | $256,766 | $43,595 | $6,228iApproximate average salary by contribution assumption: employee only about $155,696 at 4% or $103,798 at 6%; with 50% employer match about $103,798 at 4% or $69,198 at 6%; with 100% employer match about $77,848 at 4% or $51,899 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 7 | $256,766 | $43,595 | $6,228iApproximate average salary by contribution assumption: employee only about $155,696 at 4% or $103,798 at 6%; with 50% employer match about $103,798 at 4% or $69,198 at 6%; with 100% employer match about $77,848 at 4% or $51,899 at 6%. |
| 2003 | 1 | 11 | $209,468 | $26,329 | $2,394iApproximate average salary by contribution assumption: employee only about $59,839 at 4% or $39,892 at 6%; with 50% employer match about $39,892 at 4% or $26,595 at 6%; with 100% employer match about $29,919 at 4% or $19,946 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 11 | $209,468 | $26,329 | $2,394iApproximate average salary by contribution assumption: employee only about $59,839 at 4% or $39,892 at 6%; with 50% employer match about $39,892 at 4% or $26,595 at 6%; with 100% employer match about $29,919 at 4% or $19,946 at 6%. |
| 2002 | 1 | 8 | $153,422 | $25,262 | $3,158iApproximate average salary by contribution assumption: employee only about $78,944 at 4% or $52,629 at 6%; with 50% employer match about $52,629 at 4% or $35,086 at 6%; with 100% employer match about $39,472 at 4% or $26,315 at 6%. |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 8 | $153,422 | $25,262 | $3,158iApproximate average salary by contribution assumption: employee only about $78,944 at 4% or $52,629 at 6%; with 50% employer match about $52,629 at 4% or $35,086 at 6%; with 100% employer match about $39,472 at 4% or $26,315 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Coffey, Lovins & Company 401K Profit Sharing Plan | - | 9 | - | - | - |