Civic Intelligence

Coker James & Company PC

Plan context: Coker James & Company PC 401K Plan

EIN 58-2256668 • Kennesaw, GA • 25 filings • 5 plans

3550 George Busbee Parkway NWSte 150Kennesaw, GA 30144
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,372,686

2024 Contributions

$209,817

Historical Graphs

Total Assets Over Time

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

$2,372,686$1,186,343$0199920142024YearValue
$2,372,686Latest year 2024

Participants Over Time

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

27140200320142024YearValue
17Latest 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
2024117$2,372,686$209,817$12,342iApproximate average salary by contribution assumption: employee only about $308,554 at 4% or $205,703 at 6%; with 50% employer match about $205,703 at 4% or $137,135 at 6%; with 100% employer match about $154,277 at 4% or $102,851 at 6%.
Coker James & Company PC 401K Plan-17$2,372,686$209,817$12,342iApproximate average salary by contribution assumption: employee only about $308,554 at 4% or $205,703 at 6%; with 50% employer match about $205,703 at 4% or $137,135 at 6%; with 100% employer match about $154,277 at 4% or $102,851 at 6%.
2023119$2,083,318$197,716$10,406iApproximate average salary by contribution assumption: employee only about $260,153 at 4% or $173,435 at 6%; with 50% employer match about $173,435 at 4% or $115,623 at 6%; with 100% employer match about $130,076 at 4% or $86,718 at 6%.
Coker James & Company PC 401K Plan-19$2,083,318$197,716$10,406iApproximate average salary by contribution assumption: employee only about $260,153 at 4% or $173,435 at 6%; with 50% employer match about $173,435 at 4% or $115,623 at 6%; with 100% employer match about $130,076 at 4% or $86,718 at 6%.
2022118$2,011,074$694,467$38,582iApproximate average salary by contribution assumption: employee only about $964,538 at 4% or $643,025 at 6%; with 50% employer match about $643,025 at 4% or $428,683 at 6%; with 100% employer match about $482,269 at 4% or $321,513 at 6%.
Coker James & Company PC 401K Plan-18$2,011,074$694,467$38,582iApproximate average salary by contribution assumption: employee only about $964,538 at 4% or $643,025 at 6%; with 50% employer match about $643,025 at 4% or $428,683 at 6%; with 100% employer match about $482,269 at 4% or $321,513 at 6%.
2021115$1,571,283$172,748$11,517iApproximate average salary by contribution assumption: employee only about $287,913 at 4% or $191,942 at 6%; with 50% employer match about $191,942 at 4% or $127,961 at 6%; with 100% employer match about $143,957 at 4% or $95,971 at 6%.
Coker James & Company PC 401K Plan-15$1,571,283$172,748$11,517iApproximate average salary by contribution assumption: employee only about $287,913 at 4% or $191,942 at 6%; with 50% employer match about $191,942 at 4% or $127,961 at 6%; with 100% employer match about $143,957 at 4% or $95,971 at 6%.
2020117$1,288,756$162,045$9,532iApproximate average salary by contribution assumption: employee only about $238,301 at 4% or $158,868 at 6%; with 50% employer match about $158,868 at 4% or $105,912 at 6%; with 100% employer match about $119,151 at 4% or $79,434 at 6%.
Coker James & Company PC 401K Plan-17$1,288,756$162,045$9,532iApproximate average salary by contribution assumption: employee only about $238,301 at 4% or $158,868 at 6%; with 50% employer match about $158,868 at 4% or $105,912 at 6%; with 100% employer match about $119,151 at 4% or $79,434 at 6%.
2019121$1,577,007$199,280$9,490iApproximate average salary by contribution assumption: employee only about $237,238 at 4% or $158,159 at 6%; with 50% employer match about $158,159 at 4% or $105,439 at 6%; with 100% employer match about $118,619 at 4% or $79,079 at 6%.
Coker James & Company PC 401K Plan-21$1,577,007$199,280$9,490iApproximate average salary by contribution assumption: employee only about $237,238 at 4% or $158,159 at 6%; with 50% employer match about $158,159 at 4% or $105,439 at 6%; with 100% employer match about $118,619 at 4% or $79,079 at 6%.
2018118$1,228,939$221,133$12,285iApproximate average salary by contribution assumption: employee only about $307,129 at 4% or $204,753 at 6%; with 50% employer match about $204,753 at 4% or $136,502 at 6%; with 100% employer match about $153,565 at 4% or $102,376 at 6%.
Coker James & Company PC 401K Plan-18$1,228,939$221,133$12,285iApproximate average salary by contribution assumption: employee only about $307,129 at 4% or $204,753 at 6%; with 50% employer match about $204,753 at 4% or $136,502 at 6%; with 100% employer match about $153,565 at 4% or $102,376 at 6%.
2017117$1,422,566$228,467$13,439iApproximate average salary by contribution assumption: employee only about $335,981 at 4% or $223,987 at 6%; with 50% employer match about $223,987 at 4% or $149,325 at 6%; with 100% employer match about $167,990 at 4% or $111,994 at 6%.
Coker James & Company PC 401K Plan-17$1,422,566$228,467$13,439iApproximate average salary by contribution assumption: employee only about $335,981 at 4% or $223,987 at 6%; with 50% employer match about $223,987 at 4% or $149,325 at 6%; with 100% employer match about $167,990 at 4% or $111,994 at 6%.
2016126$1,251,925$237,125$9,120iApproximate average salary by contribution assumption: employee only about $228,005 at 4% or $152,003 at 6%; with 50% employer match about $152,003 at 4% or $101,335 at 6%; with 100% employer match about $114,002 at 4% or $76,002 at 6%.
Coker James & Company PC 401K Plan-26$1,251,925$237,125$9,120iApproximate average salary by contribution assumption: employee only about $228,005 at 4% or $152,003 at 6%; with 50% employer match about $152,003 at 4% or $101,335 at 6%; with 100% employer match about $114,002 at 4% or $76,002 at 6%.
2015127$1,375,834$233,089$8,633iApproximate average salary by contribution assumption: employee only about $215,823 at 4% or $143,882 at 6%; with 50% employer match about $143,882 at 4% or $95,921 at 6%; with 100% employer match about $107,912 at 4% or $71,941 at 6%.
Coker James & Company PC 401K Plan-27$1,375,834$233,089$8,633iApproximate average salary by contribution assumption: employee only about $215,823 at 4% or $143,882 at 6%; with 50% employer match about $143,882 at 4% or $95,921 at 6%; with 100% employer match about $107,912 at 4% or $71,941 at 6%.
2014124$1,615,247$164,368$6,849iApproximate average salary by contribution assumption: employee only about $171,217 at 4% or $114,144 at 6%; with 50% employer match about $114,144 at 4% or $76,096 at 6%; with 100% employer match about $85,608 at 4% or $57,072 at 6%.
Coker James & Company PC 401K Plan-24$1,615,247$164,368$6,849iApproximate average salary by contribution assumption: employee only about $171,217 at 4% or $114,144 at 6%; with 50% employer match about $114,144 at 4% or $76,096 at 6%; with 100% employer match about $85,608 at 4% or $57,072 at 6%.
2013118$1,400,124$147,047$8,169iApproximate average salary by contribution assumption: employee only about $204,232 at 4% or $136,155 at 6%; with 50% employer match about $136,155 at 4% or $90,770 at 6%; with 100% employer match about $102,116 at 4% or $68,077 at 6%.
Coker James & Company PC 401K Plan-18$1,400,124$147,047$8,169iApproximate average salary by contribution assumption: employee only about $204,232 at 4% or $136,155 at 6%; with 50% employer match about $136,155 at 4% or $90,770 at 6%; with 100% employer match about $102,116 at 4% or $68,077 at 6%.
2012113$1,186,389$130,671$10,052iApproximate average salary by contribution assumption: employee only about $251,290 at 4% or $167,527 at 6%; with 50% employer match about $167,527 at 4% or $111,685 at 6%; with 100% employer match about $125,645 at 4% or $83,763 at 6%.
Coker James & Company PC 401K Plan-13$1,186,389$130,671$10,052iApproximate average salary by contribution assumption: employee only about $251,290 at 4% or $167,527 at 6%; with 50% employer match about $167,527 at 4% or $111,685 at 6%; with 100% employer match about $125,645 at 4% or $83,763 at 6%.
2011113$1,016,136$119,925$9,225iApproximate average salary by contribution assumption: employee only about $230,625 at 4% or $153,750 at 6%; with 50% employer match about $153,750 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
Coker James & Company PC 401K Plan-13$1,016,136$119,925$9,225iApproximate average salary by contribution assumption: employee only about $230,625 at 4% or $153,750 at 6%; with 50% employer match about $153,750 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
2010114$931,003$126,555$9,040iApproximate average salary by contribution assumption: employee only about $225,991 at 4% or $150,661 at 6%; with 50% employer match about $150,661 at 4% or $100,440 at 6%; with 100% employer match about $112,996 at 4% or $75,330 at 6%.
Coker James & Company PC 401K Plan-14$931,003$126,555$9,040iApproximate average salary by contribution assumption: employee only about $225,991 at 4% or $150,661 at 6%; with 50% employer match about $150,661 at 4% or $100,440 at 6%; with 100% employer match about $112,996 at 4% or $75,330 at 6%.
2009112$733,529$123,542$10,295iApproximate average salary by contribution assumption: employee only about $257,379 at 4% or $171,586 at 6%; with 50% employer match about $171,586 at 4% or $114,391 at 6%; with 100% employer match about $128,690 at 4% or $85,793 at 6%.
Coker James & Company PC 401K Plan-12$733,529$123,542$10,295iApproximate average salary by contribution assumption: employee only about $257,379 at 4% or $171,586 at 6%; with 50% employer match about $171,586 at 4% or $114,391 at 6%; with 100% employer match about $128,690 at 4% or $85,793 at 6%.
200819$509,864$95,185$10,576iApproximate average salary by contribution assumption: employee only about $264,403 at 4% or $176,269 at 6%; with 50% employer match about $176,269 at 4% or $117,512 at 6%; with 100% employer match about $132,201 at 4% or $88,134 at 6%.
Coker James & Company PC 401K Plan-9$509,864$95,185$10,576iApproximate average salary by contribution assumption: employee only about $264,403 at 4% or $176,269 at 6%; with 50% employer match about $176,269 at 4% or $117,512 at 6%; with 100% employer match about $132,201 at 4% or $88,134 at 6%.
200717$0$0-
Coker James & Company PC 401K Plan-7---
200619$515,662$73,332$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.
Coker James & Company PC 401K Plan-9$515,662$73,332$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.
200515$381,953$74,239$14,848iApproximate average salary by contribution assumption: employee only about $371,195 at 4% or $247,463 at 6%; with 50% employer match about $247,463 at 4% or $164,976 at 6%; with 100% employer match about $185,598 at 4% or $123,732 at 6%.
Coker James & Company PC 401K Plan-5$381,953$74,239$14,848iApproximate average salary by contribution assumption: employee only about $371,195 at 4% or $247,463 at 6%; with 50% employer match about $247,463 at 4% or $164,976 at 6%; with 100% employer match about $185,598 at 4% or $123,732 at 6%.
200418$290,557$127,038$15,880iApproximate average salary by contribution assumption: employee only about $396,994 at 4% or $264,663 at 6%; with 50% employer match about $264,663 at 4% or $176,442 at 6%; with 100% employer match about $198,497 at 4% or $132,331 at 6%.
Coker James & Company PC 401K Plan-8$290,557$127,038$15,880iApproximate average salary by contribution assumption: employee only about $396,994 at 4% or $264,663 at 6%; with 50% employer match about $264,663 at 4% or $176,442 at 6%; with 100% employer match about $198,497 at 4% or $132,331 at 6%.
200314$147,440$99,871$24,968iApproximate average salary by contribution assumption: employee only about $624,194 at 4% or $416,129 at 6%; with 50% employer match about $416,129 at 4% or $277,419 at 6%; with 100% employer match about $312,097 at 4% or $208,065 at 6%.
Coker James & Company PC 401K Plan-4$147,440$99,871$24,968iApproximate average salary by contribution assumption: employee only about $624,194 at 4% or $416,129 at 6%; with 50% employer match about $416,129 at 4% or $277,419 at 6%; with 100% employer match about $312,097 at 4% or $208,065 at 6%.
200020$0$0-
Coker James & Company PC 401K Plan-0---
Coker James & Company PC 401K Plan-0---
199910$1,212$0-
Coker James & Company PC 401K Plan-0$1,212--