Civic Intelligence

Coordinated Financial Strategies LLC

Plan context: Coordinated Financial Strategies LLC Retirement Plan

EIN 73-1711216 • Grand Rapids, MI • 11 filings • 1 plans

30 Mayfair DriveGrand Rapids, MI 49503
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$860,712

2024 Contributions

$147,494

Historical Graphs

Total Assets Over Time

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

$860,712$430,356$0201420192024YearValue
$860,712Latest year 2024

Participants Over Time

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

630201420192024YearValue
5Latest 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
202415$860,712$147,494$29,499iApproximate average salary by contribution assumption: employee only about $737,470 at 4% or $491,647 at 6%; with 50% employer match about $491,647 at 4% or $327,764 at 6%; with 100% employer match about $368,735 at 4% or $245,823 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-5$860,712$147,494$29,499iApproximate average salary by contribution assumption: employee only about $737,470 at 4% or $491,647 at 6%; with 50% employer match about $491,647 at 4% or $327,764 at 6%; with 100% employer match about $368,735 at 4% or $245,823 at 6%.
202316$626,321$86,689$14,448iApproximate average salary by contribution assumption: employee only about $361,204 at 4% or $240,803 at 6%; with 50% employer match about $240,803 at 4% or $160,535 at 6%; with 100% employer match about $180,602 at 4% or $120,401 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-6$626,321$86,689$14,448iApproximate average salary by contribution assumption: employee only about $361,204 at 4% or $240,803 at 6%; with 50% employer match about $240,803 at 4% or $160,535 at 6%; with 100% employer match about $180,602 at 4% or $120,401 at 6%.
202215$442,995$37,440$7,488iApproximate average salary by contribution assumption: employee only about $187,200 at 4% or $124,800 at 6%; with 50% employer match about $124,800 at 4% or $83,200 at 6%; with 100% employer match about $93,600 at 4% or $62,400 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-5$442,995$37,440$7,488iApproximate average salary by contribution assumption: employee only about $187,200 at 4% or $124,800 at 6%; with 50% employer match about $124,800 at 4% or $83,200 at 6%; with 100% employer match about $93,600 at 4% or $62,400 at 6%.
202115$584,202$37,574$7,515iApproximate average salary by contribution assumption: employee only about $187,870 at 4% or $125,247 at 6%; with 50% employer match about $125,247 at 4% or $83,498 at 6%; with 100% employer match about $93,935 at 4% or $62,623 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-5$584,202$37,574$7,515iApproximate average salary by contribution assumption: employee only about $187,870 at 4% or $125,247 at 6%; with 50% employer match about $125,247 at 4% or $83,498 at 6%; with 100% employer match about $93,935 at 4% or $62,623 at 6%.
202015$497,516$136,398$27,280iApproximate average salary by contribution assumption: employee only about $681,990 at 4% or $454,660 at 6%; with 50% employer match about $454,660 at 4% or $303,107 at 6%; with 100% employer match about $340,995 at 4% or $227,330 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-5$497,516$136,398$27,280iApproximate average salary by contribution assumption: employee only about $681,990 at 4% or $454,660 at 6%; with 50% employer match about $454,660 at 4% or $303,107 at 6%; with 100% employer match about $340,995 at 4% or $227,330 at 6%.
201914$283,456$40,953$10,238iApproximate average salary by contribution assumption: employee only about $255,956 at 4% or $170,638 at 6%; with 50% employer match about $170,638 at 4% or $113,758 at 6%; with 100% employer match about $127,978 at 4% or $85,319 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-4$283,456$40,953$10,238iApproximate average salary by contribution assumption: employee only about $255,956 at 4% or $170,638 at 6%; with 50% employer match about $170,638 at 4% or $113,758 at 6%; with 100% employer match about $127,978 at 4% or $85,319 at 6%.
201814$212,800$19,298$4,825iApproximate average salary by contribution assumption: employee only about $120,613 at 4% or $80,408 at 6%; with 50% employer match about $80,408 at 4% or $53,606 at 6%; with 100% employer match about $60,306 at 4% or $40,204 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-4$212,800$19,298$4,825iApproximate average salary by contribution assumption: employee only about $120,613 at 4% or $80,408 at 6%; with 50% employer match about $80,408 at 4% or $53,606 at 6%; with 100% employer match about $60,306 at 4% or $40,204 at 6%.
201714$202,938$17,125$4,281iApproximate average salary by contribution assumption: employee only about $107,031 at 4% or $71,354 at 6%; with 50% employer match about $71,354 at 4% or $47,569 at 6%; with 100% employer match about $53,516 at 4% or $35,677 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-4$202,938$17,125$4,281iApproximate average salary by contribution assumption: employee only about $107,031 at 4% or $71,354 at 6%; with 50% employer match about $71,354 at 4% or $47,569 at 6%; with 100% employer match about $53,516 at 4% or $35,677 at 6%.
201614$169,323$34,826$8,707iApproximate average salary by contribution assumption: employee only about $217,663 at 4% or $145,108 at 6%; with 50% employer match about $145,108 at 4% or $96,739 at 6%; with 100% employer match about $108,831 at 4% or $72,554 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-4$169,323$34,826$8,707iApproximate average salary by contribution assumption: employee only about $217,663 at 4% or $145,108 at 6%; with 50% employer match about $145,108 at 4% or $96,739 at 6%; with 100% employer match about $108,831 at 4% or $72,554 at 6%.
201514$119,381$1,735$434iApproximate average salary by contribution assumption: employee only about $10,844 at 4% or $7,229 at 6%; with 50% employer match about $7,229 at 4% or $4,819 at 6%; with 100% employer match about $5,422 at 4% or $3,615 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-4$119,381$1,735$434iApproximate average salary by contribution assumption: employee only about $10,844 at 4% or $7,229 at 6%; with 50% employer match about $7,229 at 4% or $4,819 at 6%; with 100% employer match about $5,422 at 4% or $3,615 at 6%.
201412$120,193$36,736$18,368iApproximate average salary by contribution assumption: employee only about $459,200 at 4% or $306,133 at 6%; with 50% employer match about $306,133 at 4% or $204,089 at 6%; with 100% employer match about $229,600 at 4% or $153,067 at 6%.
Coordinated Financial Strategies LLC Retirement Plan-2$120,193$36,736$18,368iApproximate average salary by contribution assumption: employee only about $459,200 at 4% or $306,133 at 6%; with 50% employer match about $306,133 at 4% or $204,089 at 6%; with 100% employer match about $229,600 at 4% or $153,067 at 6%.