Civic Intelligence

Coats & Todd PC.

Plan context: Coats & Todd PC. Retirement Savings Plan

EIN 75-2463387 • Plano, TX • 19 filings • 2 plans

1424 Gables CourtPlano, TX 75075
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,879,091

2024 Contributions

$63,846

Historical Graphs

Total Assets Over Time

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

$2,860,670$1,430,335$0200220112024YearValue
$1,879,091Latest year 2024

Participants Over Time

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

22110200220112024YearValue
14Latest 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
2024114$1,879,091$63,846$4,560iApproximate average salary by contribution assumption: employee only about $114,011 at 4% or $76,007 at 6%; with 50% employer match about $76,007 at 4% or $50,671 at 6%; with 100% employer match about $57,005 at 4% or $38,004 at 6%.
Coats & Todd PC. Retirement Savings Plan-14$1,879,091$63,846$4,560iApproximate average salary by contribution assumption: employee only about $114,011 at 4% or $76,007 at 6%; with 50% employer match about $76,007 at 4% or $50,671 at 6%; with 100% employer match about $57,005 at 4% or $38,004 at 6%.
2023114$1,641,185$62,584$4,470iApproximate average salary by contribution assumption: employee only about $111,757 at 4% or $74,505 at 6%; with 50% employer match about $74,505 at 4% or $49,670 at 6%; with 100% employer match about $55,879 at 4% or $37,252 at 6%.
Coats & Todd PC. Retirement Savings Plan-14$1,641,185$62,584$4,470iApproximate average salary by contribution assumption: employee only about $111,757 at 4% or $74,505 at 6%; with 50% employer match about $74,505 at 4% or $49,670 at 6%; with 100% employer match about $55,879 at 4% or $37,252 at 6%.
2022119$2,547,852$104,746$5,513iApproximate average salary by contribution assumption: employee only about $137,824 at 4% or $91,882 at 6%; with 50% employer match about $91,882 at 4% or $61,255 at 6%; with 100% employer match about $68,912 at 4% or $45,941 at 6%.
Coats & Todd PC. Retirement Savings Plan-19$2,547,852$104,746$5,513iApproximate average salary by contribution assumption: employee only about $137,824 at 4% or $91,882 at 6%; with 50% employer match about $91,882 at 4% or $61,255 at 6%; with 100% employer match about $68,912 at 4% or $45,941 at 6%.
2021117$2,860,670$118,938$6,996iApproximate average salary by contribution assumption: employee only about $174,909 at 4% or $116,606 at 6%; with 50% employer match about $116,606 at 4% or $77,737 at 6%; with 100% employer match about $87,454 at 4% or $58,303 at 6%.
Coats & Todd PC. Retirement Savings Plan-17$2,860,670$118,938$6,996iApproximate average salary by contribution assumption: employee only about $174,909 at 4% or $116,606 at 6%; with 50% employer match about $116,606 at 4% or $77,737 at 6%; with 100% employer match about $87,454 at 4% or $58,303 at 6%.
2020118$2,369,747$109,865$6,104iApproximate average salary by contribution assumption: employee only about $152,590 at 4% or $101,727 at 6%; with 50% employer match about $101,727 at 4% or $67,818 at 6%; with 100% employer match about $76,295 at 4% or $50,863 at 6%.
Coats & Todd PC. Retirement Savings Plan-18$2,369,747$109,865$6,104iApproximate average salary by contribution assumption: employee only about $152,590 at 4% or $101,727 at 6%; with 50% employer match about $101,727 at 4% or $67,818 at 6%; with 100% employer match about $76,295 at 4% or $50,863 at 6%.
2019118$1,995,520$108,148$6,008iApproximate average salary by contribution assumption: employee only about $150,206 at 4% or $100,137 at 6%; with 50% employer match about $100,137 at 4% or $66,758 at 6%; with 100% employer match about $75,103 at 4% or $50,069 at 6%.
Coats & Todd PC. Retirement Savings Plan-18$1,995,520$108,148$6,008iApproximate average salary by contribution assumption: employee only about $150,206 at 4% or $100,137 at 6%; with 50% employer match about $100,137 at 4% or $66,758 at 6%; with 100% employer match about $75,103 at 4% or $50,069 at 6%.
2018120$1,592,800$112,228$5,611iApproximate average salary by contribution assumption: employee only about $140,285 at 4% or $93,523 at 6%; with 50% employer match about $93,523 at 4% or $62,349 at 6%; with 100% employer match about $70,143 at 4% or $46,762 at 6%.
Coats & Todd PC. Retirement Savings Plan-20$1,592,800$112,228$5,611iApproximate average salary by contribution assumption: employee only about $140,285 at 4% or $93,523 at 6%; with 50% employer match about $93,523 at 4% or $62,349 at 6%; with 100% employer match about $70,143 at 4% or $46,762 at 6%.
2017119$1,634,233$91,879$4,836iApproximate average salary by contribution assumption: employee only about $120,893 at 4% or $80,596 at 6%; with 50% employer match about $80,596 at 4% or $53,730 at 6%; with 100% employer match about $60,447 at 4% or $40,298 at 6%.
Coats & Todd PC. Retirement Savings Plan-19$1,634,233$91,879$4,836iApproximate average salary by contribution assumption: employee only about $120,893 at 4% or $80,596 at 6%; with 50% employer match about $80,596 at 4% or $53,730 at 6%; with 100% employer match about $60,447 at 4% or $40,298 at 6%.
201210$0$20,590-
Coats and Todd PC. Safe Harbor 401K Plan-0$0$20,590-
2011122$515,146$52,450$2,384iApproximate average salary by contribution assumption: employee only about $59,602 at 4% or $39,735 at 6%; with 50% employer match about $39,735 at 4% or $26,490 at 6%; with 100% employer match about $29,801 at 4% or $19,867 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-22$515,146$52,450$2,384iApproximate average salary by contribution assumption: employee only about $59,602 at 4% or $39,735 at 6%; with 50% employer match about $39,735 at 4% or $26,490 at 6%; with 100% employer match about $29,801 at 4% or $19,867 at 6%.
2010122$494,912$82,832$3,765iApproximate average salary by contribution assumption: employee only about $94,127 at 4% or $62,752 at 6%; with 50% employer match about $62,752 at 4% or $41,834 at 6%; with 100% employer match about $47,064 at 4% or $31,376 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-22$494,912$82,832$3,765iApproximate average salary by contribution assumption: employee only about $94,127 at 4% or $62,752 at 6%; with 50% employer match about $62,752 at 4% or $41,834 at 6%; with 100% employer match about $47,064 at 4% or $31,376 at 6%.
2009122$403,066$71,696$3,259iApproximate average salary by contribution assumption: employee only about $81,473 at 4% or $54,315 at 6%; with 50% employer match about $54,315 at 4% or $36,210 at 6%; with 100% employer match about $40,736 at 4% or $27,158 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-22$403,066$71,696$3,259iApproximate average salary by contribution assumption: employee only about $81,473 at 4% or $54,315 at 6%; with 50% employer match about $54,315 at 4% or $36,210 at 6%; with 100% employer match about $40,736 at 4% or $27,158 at 6%.
2008116$249,390$71,968$4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-16$249,390$71,968$4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%.
2007115$317,380$85,485$5,699iApproximate average salary by contribution assumption: employee only about $142,475 at 4% or $94,983 at 6%; with 50% employer match about $94,983 at 4% or $63,322 at 6%; with 100% employer match about $71,238 at 4% or $47,492 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-15$317,380$85,485$5,699iApproximate average salary by contribution assumption: employee only about $142,475 at 4% or $94,983 at 6%; with 50% employer match about $94,983 at 4% or $63,322 at 6%; with 100% employer match about $71,238 at 4% or $47,492 at 6%.
2006112$211,265$44,825$3,735iApproximate average salary by contribution assumption: employee only about $93,385 at 4% or $62,257 at 6%; with 50% employer match about $62,257 at 4% or $41,505 at 6%; with 100% employer match about $46,693 at 4% or $31,128 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-12$211,265$44,825$3,735iApproximate average salary by contribution assumption: employee only about $93,385 at 4% or $62,257 at 6%; with 50% employer match about $62,257 at 4% or $41,505 at 6%; with 100% employer match about $46,693 at 4% or $31,128 at 6%.
200517$147,881$43,247$6,178iApproximate average salary by contribution assumption: employee only about $154,454 at 4% or $102,969 at 6%; with 50% employer match about $102,969 at 4% or $68,646 at 6%; with 100% employer match about $77,227 at 4% or $51,485 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-7$147,881$43,247$6,178iApproximate average salary by contribution assumption: employee only about $154,454 at 4% or $102,969 at 6%; with 50% employer match about $102,969 at 4% or $68,646 at 6%; with 100% employer match about $77,227 at 4% or $51,485 at 6%.
200417$98,126$41,714$5,959iApproximate average salary by contribution assumption: employee only about $148,979 at 4% or $99,319 at 6%; with 50% employer match about $99,319 at 4% or $66,213 at 6%; with 100% employer match about $74,489 at 4% or $49,660 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-7$98,126$41,714$5,959iApproximate average salary by contribution assumption: employee only about $148,979 at 4% or $99,319 at 6%; with 50% employer match about $99,319 at 4% or $66,213 at 6%; with 100% employer match about $74,489 at 4% or $49,660 at 6%.
2003110$55,126$29,047$2,905iApproximate average salary by contribution assumption: employee only about $72,618 at 4% or $48,412 at 6%; with 50% employer match about $48,412 at 4% or $32,274 at 6%; with 100% employer match about $36,309 at 4% or $24,206 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-10$55,126$29,047$2,905iApproximate average salary by contribution assumption: employee only about $72,618 at 4% or $48,412 at 6%; with 50% employer match about $48,412 at 4% or $32,274 at 6%; with 100% employer match about $36,309 at 4% or $24,206 at 6%.
200219$24,584$24,393$2,710iApproximate average salary by contribution assumption: employee only about $67,758 at 4% or $45,172 at 6%; with 50% employer match about $45,172 at 4% or $30,115 at 6%; with 100% employer match about $33,879 at 4% or $22,586 at 6%.
Coats and Todd PC. Safe Harbor 401K Plan-9$24,584$24,393$2,710iApproximate average salary by contribution assumption: employee only about $67,758 at 4% or $45,172 at 6%; with 50% employer match about $45,172 at 4% or $30,115 at 6%; with 100% employer match about $33,879 at 4% or $22,586 at 6%.