Civic Intelligence

Counseling Options and Parent Education Family Support Center Inc.

Plan context: C.O.P.E. 401(K) Plan

EIN 80-0658667 • Walnut Creek, CA • 7 filings • 4 plans

3021 Citrus Circle, Suite 105Walnut Creek, CA 94598
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$210,689

2024 Contributions

$101,824

Historical Graphs

Total Assets Over Time

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

$311,364$155,682$0201920222024YearValue
$210,689Latest year 2024

Participants Over Time

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

1790201920222024YearValue
13Latest 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
2024113$210,689$101,824$7,833iApproximate average salary by contribution assumption: employee only about $195,815 at 4% or $130,544 at 6%; with 50% employer match about $130,544 at 4% or $87,029 at 6%; with 100% employer match about $97,908 at 4% or $65,272 at 6%.
C.O.P.E. 401(K) Plan-13$210,689$101,824$7,833iApproximate average salary by contribution assumption: employee only about $195,815 at 4% or $130,544 at 6%; with 50% employer match about $130,544 at 4% or $87,029 at 6%; with 100% employer match about $97,908 at 4% or $65,272 at 6%.
2023117$264,299$63,217$3,719iApproximate average salary by contribution assumption: employee only about $92,966 at 4% or $61,977 at 6%; with 50% employer match about $61,977 at 4% or $41,318 at 6%; with 100% employer match about $46,483 at 4% or $30,989 at 6%.
C.O.P.E. 401(K) Plan-17$264,299$63,217$3,719iApproximate average salary by contribution assumption: employee only about $92,966 at 4% or $61,977 at 6%; with 50% employer match about $61,977 at 4% or $41,318 at 6%; with 100% employer match about $46,483 at 4% or $30,989 at 6%.
2022217$311,364$154,462$9,086iApproximate average salary by contribution assumption: employee only about $227,150 at 4% or $151,433 at 6%; with 50% employer match about $151,433 at 4% or $100,956 at 6%; with 100% employer match about $113,575 at 4% or $75,717 at 6%.
C.O.P.E. 401(K) Plan-17$155,682$77,231$4,543iApproximate average salary by contribution assumption: employee only about $113,575 at 4% or $75,717 at 6%; with 50% employer match about $75,717 at 4% or $50,478 at 6%; with 100% employer match about $56,788 at 4% or $37,858 at 6%.
C.O.P.E. 401(K) Plan-17$155,682$77,231$4,543iApproximate average salary by contribution assumption: employee only about $113,575 at 4% or $75,717 at 6%; with 50% employer match about $75,717 at 4% or $50,478 at 6%; with 100% employer match about $56,788 at 4% or $37,858 at 6%.
2021112$101,815$40,163$3,347iApproximate average salary by contribution assumption: employee only about $83,673 at 4% or $55,782 at 6%; with 50% employer match about $55,782 at 4% or $37,188 at 6%; with 100% employer match about $41,836 at 4% or $27,891 at 6%.
Payentry Financial Services Inc Multiple Employer 401(K) Plan-Cope-12$101,815$40,163$3,347iApproximate average salary by contribution assumption: employee only about $83,673 at 4% or $55,782 at 6%; with 50% employer match about $55,782 at 4% or $37,188 at 6%; with 100% employer match about $41,836 at 4% or $27,891 at 6%.
202018$50,215$27,376$3,422iApproximate average salary by contribution assumption: employee only about $85,550 at 4% or $57,033 at 6%; with 50% employer match about $57,033 at 4% or $38,022 at 6%; with 100% employer match about $42,775 at 4% or $28,517 at 6%.
Payentry Financial Services Inc Multiple Employer 401(K) Plan-Cope-8$50,215$27,376$3,422iApproximate average salary by contribution assumption: employee only about $85,550 at 4% or $57,033 at 6%; with 50% employer match about $57,033 at 4% or $38,022 at 6%; with 100% employer match about $42,775 at 4% or $28,517 at 6%.
201918$20,859$19,768$2,471iApproximate average salary by contribution assumption: employee only about $61,775 at 4% or $41,183 at 6%; with 50% employer match about $41,183 at 4% or $27,456 at 6%; with 100% employer match about $30,888 at 4% or $20,592 at 6%.
Payentry Financial Services Inc Multiple Employer 401(K) Plan-Cope-8$20,859$19,768$2,471iApproximate average salary by contribution assumption: employee only about $61,775 at 4% or $41,183 at 6%; with 50% employer match about $41,183 at 4% or $27,456 at 6%; with 100% employer match about $30,888 at 4% or $20,592 at 6%.