Richard E. Coakley
Plan context: Richard E. Coakley 401(K) Profit Sharing Plan
EIN 57-0774474 • Summerville, SC • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$799,708
2024 Contributions
$76,398
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 | 8 | $799,708 | $76,398 | $9,550iApproximate average salary by contribution assumption: employee only about $238,744 at 4% or $159,163 at 6%; with 50% employer match about $159,163 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 8 | $799,708 | $76,398 | $9,550iApproximate average salary by contribution assumption: employee only about $238,744 at 4% or $159,163 at 6%; with 50% employer match about $159,163 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%. |
| 2023 | 1 | 7 | $706,897 | $27,687 | $3,955iApproximate average salary by contribution assumption: employee only about $98,882 at 4% or $65,921 at 6%; with 50% employer match about $65,921 at 4% or $43,948 at 6%; with 100% employer match about $49,441 at 4% or $32,961 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 7 | $706,897 | $27,687 | $3,955iApproximate average salary by contribution assumption: employee only about $98,882 at 4% or $65,921 at 6%; with 50% employer match about $65,921 at 4% or $43,948 at 6%; with 100% employer match about $49,441 at 4% or $32,961 at 6%. |
| 2022 | 1 | 6 | $600,750 | $33,623 | $5,604iApproximate average salary by contribution assumption: employee only about $140,096 at 4% or $93,397 at 6%; with 50% employer match about $93,397 at 4% or $62,265 at 6%; with 100% employer match about $70,048 at 4% or $46,699 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 6 | $600,750 | $33,623 | $5,604iApproximate average salary by contribution assumption: employee only about $140,096 at 4% or $93,397 at 6%; with 50% employer match about $93,397 at 4% or $62,265 at 6%; with 100% employer match about $70,048 at 4% or $46,699 at 6%. |
| 2021 | 1 | 5 | $625,822 | $53,661 | $10,732iApproximate average salary by contribution assumption: employee only about $268,305 at 4% or $178,870 at 6%; with 50% employer match about $178,870 at 4% or $119,247 at 6%; with 100% employer match about $134,153 at 4% or $89,435 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 5 | $625,822 | $53,661 | $10,732iApproximate average salary by contribution assumption: employee only about $268,305 at 4% or $178,870 at 6%; with 50% employer match about $178,870 at 4% or $119,247 at 6%; with 100% employer match about $134,153 at 4% or $89,435 at 6%. |
| 2020 | 1 | 6 | $492,683 | $61,233 | $10,206iApproximate average salary by contribution assumption: employee only about $255,138 at 4% or $170,092 at 6%; with 50% employer match about $170,092 at 4% or $113,394 at 6%; with 100% employer match about $127,569 at 4% or $85,046 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 6 | $492,683 | $61,233 | $10,206iApproximate average salary by contribution assumption: employee only about $255,138 at 4% or $170,092 at 6%; with 50% employer match about $170,092 at 4% or $113,394 at 6%; with 100% employer match about $127,569 at 4% or $85,046 at 6%. |
| 2019 | 1 | 5 | $405,328 | $17,622 | $3,524iApproximate average salary by contribution assumption: employee only about $88,110 at 4% or $58,740 at 6%; with 50% employer match about $58,740 at 4% or $39,160 at 6%; with 100% employer match about $44,055 at 4% or $29,370 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 5 | $405,328 | $17,622 | $3,524iApproximate average salary by contribution assumption: employee only about $88,110 at 4% or $58,740 at 6%; with 50% employer match about $58,740 at 4% or $39,160 at 6%; with 100% employer match about $44,055 at 4% or $29,370 at 6%. |
| 2018 | 1 | 5 | $337,766 | $292,501 | $58,500iApproximate average salary by contribution assumption: employee only about $1,462,505 at 4% or $975,003 at 6%; with 50% employer match about $975,003 at 4% or $650,002 at 6%; with 100% employer match about $731,253 at 4% or $487,502 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 5 | $337,766 | $292,501 | $58,500iApproximate average salary by contribution assumption: employee only about $1,462,505 at 4% or $975,003 at 6%; with 50% employer match about $975,003 at 4% or $650,002 at 6%; with 100% employer match about $731,253 at 4% or $487,502 at 6%. |
| 2017 | 1 | 4 | $70,038 | $21,077 | $5,269iApproximate average salary by contribution assumption: employee only about $131,731 at 4% or $87,821 at 6%; with 50% employer match about $87,821 at 4% or $58,547 at 6%; with 100% employer match about $65,866 at 4% or $43,910 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 4 | $70,038 | $21,077 | $5,269iApproximate average salary by contribution assumption: employee only about $131,731 at 4% or $87,821 at 6%; with 50% employer match about $87,821 at 4% or $58,547 at 6%; with 100% employer match about $65,866 at 4% or $43,910 at 6%. |
| 2016 | 1 | 4 | $42,242 | $35,313 | $8,828iApproximate average salary by contribution assumption: employee only about $220,706 at 4% or $147,138 at 6%; with 50% employer match about $147,138 at 4% or $98,092 at 6%; with 100% employer match about $110,353 at 4% or $73,569 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 4 | $42,242 | $35,313 | $8,828iApproximate average salary by contribution assumption: employee only about $220,706 at 4% or $147,138 at 6%; with 50% employer match about $147,138 at 4% or $98,092 at 6%; with 100% employer match about $110,353 at 4% or $73,569 at 6%. |
| 2015 | 1 | 3 | $4,599 | $4,687 | $1,562iApproximate average salary by contribution assumption: employee only about $39,058 at 4% or $26,039 at 6%; with 50% employer match about $26,039 at 4% or $17,359 at 6%; with 100% employer match about $19,529 at 4% or $13,019 at 6%. |
| Richard E. Coakley 401(K) Profit Sharing Plan | - | 3 | $4,599 | $4,687 | $1,562iApproximate average salary by contribution assumption: employee only about $39,058 at 4% or $26,039 at 6%; with 50% employer match about $26,039 at 4% or $17,359 at 6%; with 100% employer match about $19,529 at 4% or $13,019 at 6%. |