Coregrp LLC
Plan context: Coregrp LLC Cash Balance Plan
EIN 58-2673305 • Hudson, NY • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,611,036
2024 Contributions
$31,590
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 | 2 | 4 | $1,611,036 | $31,590 | $7,898iApproximate average salary by contribution assumption: employee only about $197,438 at 4% or $131,625 at 6%; with 50% employer match about $131,625 at 4% or $87,750 at 6%; with 100% employer match about $98,719 at 4% or $65,813 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $817,135 | $0 | - |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 4 | $793,901 | $31,590 | $7,898iApproximate average salary by contribution assumption: employee only about $197,438 at 4% or $131,625 at 6%; with 50% employer match about $131,625 at 4% or $87,750 at 6%; with 100% employer match about $98,719 at 4% or $65,813 at 6%. |
| 2023 | 2 | 4 | $1,502,490 | $45,437 | $11,359iApproximate average salary by contribution assumption: employee only about $283,981 at 4% or $189,321 at 6%; with 50% employer match about $189,321 at 4% or $126,214 at 6%; with 100% employer match about $141,991 at 4% or $94,660 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 4 | $755,230 | $45,437 | $11,359iApproximate average salary by contribution assumption: employee only about $283,981 at 4% or $189,321 at 6%; with 50% employer match about $189,321 at 4% or $126,214 at 6%; with 100% employer match about $141,991 at 4% or $94,660 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $747,260 | $0 | - |
| 2022 | 2 | 5 | $1,669,667 | $64,279 | $12,856iApproximate average salary by contribution assumption: employee only about $321,395 at 4% or $214,263 at 6%; with 50% employer match about $214,263 at 4% or $142,842 at 6%; with 100% employer match about $160,698 at 4% or $107,132 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 5 | $1,034,718 | $52,284 | $10,457iApproximate average salary by contribution assumption: employee only about $261,420 at 4% or $174,280 at 6%; with 50% employer match about $174,280 at 4% or $116,187 at 6%; with 100% employer match about $130,710 at 4% or $87,140 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $634,949 | $11,995 | $2,999iApproximate average salary by contribution assumption: employee only about $74,969 at 4% or $49,979 at 6%; with 50% employer match about $49,979 at 4% or $33,319 at 6%; with 100% employer match about $37,484 at 4% or $24,990 at 6%. |
| 2021 | 2 | 5 | $1,824,398 | $93,110 | $18,622iApproximate average salary by contribution assumption: employee only about $465,550 at 4% or $310,367 at 6%; with 50% employer match about $310,367 at 4% or $206,911 at 6%; with 100% employer match about $232,775 at 4% or $155,183 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 5 | $1,177,856 | $52,799 | $10,560iApproximate average salary by contribution assumption: employee only about $263,995 at 4% or $175,997 at 6%; with 50% employer match about $175,997 at 4% or $117,331 at 6%; with 100% employer match about $131,998 at 4% or $87,998 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $646,542 | $40,311 | $10,078iApproximate average salary by contribution assumption: employee only about $251,944 at 4% or $167,963 at 6%; with 50% employer match about $167,963 at 4% or $111,975 at 6%; with 100% employer match about $125,972 at 4% or $83,981 at 6%. |
| 2020 | 2 | 5 | $1,556,408 | $85,151 | $17,030iApproximate average salary by contribution assumption: employee only about $425,755 at 4% or $283,837 at 6%; with 50% employer match about $283,837 at 4% or $189,224 at 6%; with 100% employer match about $212,878 at 4% or $141,918 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 5 | $1,000,211 | $44,415 | $8,883iApproximate average salary by contribution assumption: employee only about $222,075 at 4% or $148,050 at 6%; with 50% employer match about $148,050 at 4% or $98,700 at 6%; with 100% employer match about $111,038 at 4% or $74,025 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $556,197 | $40,736 | $10,184iApproximate average salary by contribution assumption: employee only about $254,600 at 4% or $169,733 at 6%; with 50% employer match about $169,733 at 4% or $113,156 at 6%; with 100% employer match about $127,300 at 4% or $84,867 at 6%. |
| 2019 | 2 | 5 | $1,307,616 | $197,790 | $39,558iApproximate average salary by contribution assumption: employee only about $988,950 at 4% or $659,300 at 6%; with 50% employer match about $659,300 at 4% or $439,533 at 6%; with 100% employer match about $494,475 at 4% or $329,650 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 5 | $826,066 | $42,676 | $8,535iApproximate average salary by contribution assumption: employee only about $213,380 at 4% or $142,253 at 6%; with 50% employer match about $142,253 at 4% or $94,836 at 6%; with 100% employer match about $106,690 at 4% or $71,127 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $481,550 | $155,114 | $38,779iApproximate average salary by contribution assumption: employee only about $969,463 at 4% or $646,308 at 6%; with 50% employer match about $646,308 at 4% or $430,872 at 6%; with 100% employer match about $484,731 at 4% or $323,154 at 6%. |
| 2018 | 2 | 5 | $949,523 | $137,863 | $27,573iApproximate average salary by contribution assumption: employee only about $689,315 at 4% or $459,543 at 6%; with 50% employer match about $459,543 at 4% or $306,362 at 6%; with 100% employer match about $344,658 at 4% or $229,772 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 5 | $651,881 | $35,234 | $7,047iApproximate average salary by contribution assumption: employee only about $176,170 at 4% or $117,447 at 6%; with 50% employer match about $117,447 at 4% or $78,298 at 6%; with 100% employer match about $88,085 at 4% or $58,723 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $297,642 | $102,629 | $25,657iApproximate average salary by contribution assumption: employee only about $641,431 at 4% or $427,621 at 6%; with 50% employer match about $427,621 at 4% or $285,081 at 6%; with 100% employer match about $320,716 at 4% or $213,810 at 6%. |
| 2017 | 2 | 4 | $870,764 | $81,070 | $20,268iApproximate average salary by contribution assumption: employee only about $506,688 at 4% or $337,792 at 6%; with 50% employer match about $337,792 at 4% or $225,194 at 6%; with 100% employer match about $253,344 at 4% or $168,896 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 4 | $663,402 | $51,070 | $12,768iApproximate average salary by contribution assumption: employee only about $319,188 at 4% or $212,792 at 6%; with 50% employer match about $212,792 at 4% or $141,861 at 6%; with 100% employer match about $159,594 at 4% or $106,396 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $207,362 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2016 | 2 | 4 | $685,959 | $47,239 | $11,810iApproximate average salary by contribution assumption: employee only about $295,244 at 4% or $196,829 at 6%; with 50% employer match about $196,829 at 4% or $131,219 at 6%; with 100% employer match about $147,622 at 4% or $98,415 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 4 | $520,567 | $32,239 | $8,060iApproximate average salary by contribution assumption: employee only about $201,494 at 4% or $134,329 at 6%; with 50% employer match about $134,329 at 4% or $89,553 at 6%; with 100% employer match about $100,747 at 4% or $67,165 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $165,392 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2015 | 2 | 4 | $611,351 | $242,214 | $60,554iApproximate average salary by contribution assumption: employee only about $1,513,838 at 4% or $1,009,225 at 6%; with 50% employer match about $1,009,225 at 4% or $672,817 at 6%; with 100% employer match about $756,919 at 4% or $504,613 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 4 | $462,882 | $93,745 | $23,436iApproximate average salary by contribution assumption: employee only about $585,906 at 4% or $390,604 at 6%; with 50% employer match about $390,604 at 4% or $260,403 at 6%; with 100% employer match about $292,953 at 4% or $195,302 at 6%. |
| Coregrp LLC Cash Balance Plan | - | 4 | $148,469 | $148,469 | $37,117iApproximate average salary by contribution assumption: employee only about $927,931 at 4% or $618,621 at 6%; with 50% employer match about $618,621 at 4% or $412,414 at 6%; with 100% employer match about $463,966 at 4% or $309,310 at 6%. |
| 2014 | 1 | 3 | $375,582 | $111,101 | $37,034iApproximate average salary by contribution assumption: employee only about $925,842 at 4% or $617,228 at 6%; with 50% employer match about $617,228 at 4% or $411,485 at 6%; with 100% employer match about $462,921 at 4% or $308,614 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 3 | $375,582 | $111,101 | $37,034iApproximate average salary by contribution assumption: employee only about $925,842 at 4% or $617,228 at 6%; with 50% employer match about $617,228 at 4% or $411,485 at 6%; with 100% employer match about $462,921 at 4% or $308,614 at 6%. |
| 2013 | 1 | 3 | $253,621 | $12,635 | $4,212iApproximate average salary by contribution assumption: employee only about $105,292 at 4% or $70,194 at 6%; with 50% employer match about $70,194 at 4% or $46,796 at 6%; with 100% employer match about $52,646 at 4% or $35,097 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 3 | $253,621 | $12,635 | $4,212iApproximate average salary by contribution assumption: employee only about $105,292 at 4% or $70,194 at 6%; with 50% employer match about $70,194 at 4% or $46,796 at 6%; with 100% employer match about $52,646 at 4% or $35,097 at 6%. |
| 2012 | 1 | 3 | $205,305 | $12,231 | $4,077iApproximate average salary by contribution assumption: employee only about $101,925 at 4% or $67,950 at 6%; with 50% employer match about $67,950 at 4% or $45,300 at 6%; with 100% employer match about $50,963 at 4% or $33,975 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 3 | $205,305 | $12,231 | $4,077iApproximate average salary by contribution assumption: employee only about $101,925 at 4% or $67,950 at 6%; with 50% employer match about $67,950 at 4% or $45,300 at 6%; with 100% employer match about $50,963 at 4% or $33,975 at 6%. |
| 2011 | 1 | 3 | $171,868 | $36,803 | $12,268iApproximate average salary by contribution assumption: employee only about $306,692 at 4% or $204,461 at 6%; with 50% employer match about $204,461 at 4% or $136,307 at 6%; with 100% employer match about $153,346 at 4% or $102,231 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 3 | $171,868 | $36,803 | $12,268iApproximate average salary by contribution assumption: employee only about $306,692 at 4% or $204,461 at 6%; with 50% employer match about $204,461 at 4% or $136,307 at 6%; with 100% employer match about $153,346 at 4% or $102,231 at 6%. |
| 2010 | 1 | 3 | $138,610 | $35,220 | $11,740iApproximate average salary by contribution assumption: employee only about $293,500 at 4% or $195,667 at 6%; with 50% employer match about $195,667 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 3 | $138,610 | $35,220 | $11,740iApproximate average salary by contribution assumption: employee only about $293,500 at 4% or $195,667 at 6%; with 50% employer match about $195,667 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%. |
| 2009 | 1 | 3 | $93,686 | $30,647 | $10,216iApproximate average salary by contribution assumption: employee only about $255,392 at 4% or $170,261 at 6%; with 50% employer match about $170,261 at 4% or $113,507 at 6%; with 100% employer match about $127,696 at 4% or $85,131 at 6%. |
| Coregrp LLC 401(K) Profit Sharing Plan | - | 3 | $93,686 | $30,647 | $10,216iApproximate average salary by contribution assumption: employee only about $255,392 at 4% or $170,261 at 6%; with 50% employer match about $170,261 at 4% or $113,507 at 6%; with 100% employer match about $127,696 at 4% or $85,131 at 6%. |