Civic Intelligence

Coates & Rourke Agency Inc.

Plan context: Coates & Rourke Agency Inc. 401(K) Plan and Trust

EIN 73-1589776 • Oklahoma City, OK • 18 filings • 2 plans

3509 Lindee LaneOklahoma City, OK 73179
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$106,007

2025 Contributions

$43,000

Historical Graphs

Total Assets Over Time

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

$719,539$359,770$0200920172025YearValue
$106,007Latest year 2025

Participants Over Time

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

320200920172025YearValue
2Latest year 2025

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
202512$106,007$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$106,007$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
202411$511,531$42,500$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-1$511,531$42,500$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
202313$381,726$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-3$381,726$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
202213$301,504$38,800$12,933iApproximate average salary by contribution assumption: employee only about $323,333 at 4% or $215,556 at 6%; with 50% employer match about $215,556 at 4% or $143,704 at 6%; with 100% employer match about $161,667 at 4% or $107,778 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-3$301,504$38,800$12,933iApproximate average salary by contribution assumption: employee only about $323,333 at 4% or $215,556 at 6%; with 50% employer match about $215,556 at 4% or $143,704 at 6%; with 100% employer match about $161,667 at 4% or $107,778 at 6%.
202113$328,258$37,320$12,440iApproximate average salary by contribution assumption: employee only about $311,000 at 4% or $207,333 at 6%; with 50% employer match about $207,333 at 4% or $138,222 at 6%; with 100% employer match about $155,500 at 4% or $103,667 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-3$328,258$37,320$12,440iApproximate average salary by contribution assumption: employee only about $311,000 at 4% or $207,333 at 6%; with 50% employer match about $207,333 at 4% or $138,222 at 6%; with 100% employer match about $155,500 at 4% or $103,667 at 6%.
202013$662,360$37,040$12,347iApproximate average salary by contribution assumption: employee only about $308,667 at 4% or $205,778 at 6%; with 50% employer match about $205,778 at 4% or $137,185 at 6%; with 100% employer match about $154,333 at 4% or $102,889 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-3$662,360$37,040$12,347iApproximate average salary by contribution assumption: employee only about $308,667 at 4% or $205,778 at 6%; with 50% employer match about $205,778 at 4% or $137,185 at 6%; with 100% employer match about $154,333 at 4% or $102,889 at 6%.
201913$566,907$31,200$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-3$566,907$31,200$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
201812$416,661$28,480$14,240iApproximate average salary by contribution assumption: employee only about $356,000 at 4% or $237,333 at 6%; with 50% employer match about $237,333 at 4% or $158,222 at 6%; with 100% employer match about $178,000 at 4% or $118,667 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$416,661$28,480$14,240iApproximate average salary by contribution assumption: employee only about $356,000 at 4% or $237,333 at 6%; with 50% employer match about $237,333 at 4% or $158,222 at 6%; with 100% employer match about $178,000 at 4% or $118,667 at 6%.
201712$434,549$35,520$17,760iApproximate average salary by contribution assumption: employee only about $444,000 at 4% or $296,000 at 6%; with 50% employer match about $296,000 at 4% or $197,333 at 6%; with 100% employer match about $222,000 at 4% or $148,000 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$434,549$35,520$17,760iApproximate average salary by contribution assumption: employee only about $444,000 at 4% or $296,000 at 6%; with 50% employer match about $296,000 at 4% or $197,333 at 6%; with 100% employer match about $222,000 at 4% or $148,000 at 6%.
201622$719,539$80,079$40,040iApproximate average salary by contribution assumption: employee only about $1,000,988 at 4% or $667,325 at 6%; with 50% employer match about $667,325 at 4% or $444,883 at 6%; with 100% employer match about $500,494 at 4% or $333,663 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$366,139$45,999$23,000iApproximate average salary by contribution assumption: employee only about $574,988 at 4% or $383,325 at 6%; with 50% employer match about $383,325 at 4% or $255,550 at 6%; with 100% employer match about $287,494 at 4% or $191,663 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$353,400$34,080$17,040iApproximate average salary by contribution assumption: employee only about $426,000 at 4% or $284,000 at 6%; with 50% employer match about $284,000 at 4% or $189,333 at 6%; with 100% employer match about $213,000 at 4% or $142,000 at 6%.
201512$320,943$32,160$16,080iApproximate average salary by contribution assumption: employee only about $402,000 at 4% or $268,000 at 6%; with 50% employer match about $268,000 at 4% or $178,667 at 6%; with 100% employer match about $201,000 at 4% or $134,000 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$320,943$32,160$16,080iApproximate average salary by contribution assumption: employee only about $402,000 at 4% or $268,000 at 6%; with 50% employer match about $268,000 at 4% or $178,667 at 6%; with 100% employer match about $201,000 at 4% or $134,000 at 6%.
201412$323,181$28,618$14,309iApproximate average salary by contribution assumption: employee only about $357,725 at 4% or $238,483 at 6%; with 50% employer match about $238,483 at 4% or $158,989 at 6%; with 100% employer match about $178,863 at 4% or $119,242 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$323,181$28,618$14,309iApproximate average salary by contribution assumption: employee only about $357,725 at 4% or $238,483 at 6%; with 50% employer match about $238,483 at 4% or $158,989 at 6%; with 100% employer match about $178,863 at 4% or $119,242 at 6%.
201311$307,713$33,163$33,163iApproximate average salary by contribution assumption: employee only about $829,075 at 4% or $552,717 at 6%; with 50% employer match about $552,717 at 4% or $368,478 at 6%; with 100% employer match about $414,538 at 4% or $276,358 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-1$307,713$33,163$33,163iApproximate average salary by contribution assumption: employee only about $829,075 at 4% or $552,717 at 6%; with 50% employer match about $552,717 at 4% or $368,478 at 6%; with 100% employer match about $414,538 at 4% or $276,358 at 6%.
201211$233,539$141,085$141,085iApproximate average salary by contribution assumption: employee only about $3,527,125 at 4% or $2,351,417 at 6%; with 50% employer match about $2,351,417 at 4% or $1,567,611 at 6%; with 100% employer match about $1,763,563 at 4% or $1,175,708 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-1$233,539$141,085$141,085iApproximate average salary by contribution assumption: employee only about $3,527,125 at 4% or $2,351,417 at 6%; with 50% employer match about $2,351,417 at 4% or $1,567,611 at 6%; with 100% employer match about $1,763,563 at 4% or $1,175,708 at 6%.
201112$178,021$43,992$21,996iApproximate average salary by contribution assumption: employee only about $549,900 at 4% or $366,600 at 6%; with 50% employer match about $366,600 at 4% or $244,400 at 6%; with 100% employer match about $274,950 at 4% or $183,300 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$178,021$43,992$21,996iApproximate average salary by contribution assumption: employee only about $549,900 at 4% or $366,600 at 6%; with 50% employer match about $366,600 at 4% or $244,400 at 6%; with 100% employer match about $274,950 at 4% or $183,300 at 6%.
201012$142,264$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$142,264$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
200912$64,830$63,996$31,998iApproximate average salary by contribution assumption: employee only about $799,950 at 4% or $533,300 at 6%; with 50% employer match about $533,300 at 4% or $355,533 at 6%; with 100% employer match about $399,975 at 4% or $266,650 at 6%.
Coates & Rourke Agency Inc. 401(K) Plan and Trust-2$64,830$63,996$31,998iApproximate average salary by contribution assumption: employee only about $799,950 at 4% or $533,300 at 6%; with 50% employer match about $533,300 at 4% or $355,533 at 6%; with 100% employer match about $399,975 at 4% or $266,650 at 6%.