COTERIE ADVISORY GROUP INC.
Plan context: COTERIE ADVISORY GROUP INC. 401 (K) PLAN
EIN 81-4305047 • Phoenix, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$940,526
2025 Contributions
$188,412
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $940,526 | $188,412 | $14,493iApproximate average salary by contribution assumption: employee only about $362,331 at 4% or $241,554 at 6%; with 50% employer match about $241,554 at 4% or $161,036 at 6%; with 100% employer match about $181,165 at 4% or $120,777 at 6%. |
| COTERIE ADVISORY GROUP INC. 401 (K) PLAN | - | 13 | $940,526 | $188,412 | $14,493iApproximate average salary by contribution assumption: employee only about $362,331 at 4% or $241,554 at 6%; with 50% employer match about $241,554 at 4% or $161,036 at 6%; with 100% employer match about $181,165 at 4% or $120,777 at 6%. |
| 2024 | 1 | 13 | $627,912 | $179,164 | $13,782iApproximate average salary by contribution assumption: employee only about $344,546 at 4% or $229,697 at 6%; with 50% employer match about $229,697 at 4% or $153,132 at 6%; with 100% employer match about $172,273 at 4% or $114,849 at 6%. |
| COTERIE ADVISORY GROUP INC. 401 (K) PLAN | - | 13 | $627,912 | $179,164 | $13,782iApproximate average salary by contribution assumption: employee only about $344,546 at 4% or $229,697 at 6%; with 50% employer match about $229,697 at 4% or $153,132 at 6%; with 100% employer match about $172,273 at 4% or $114,849 at 6%. |
| 2023 | 1 | 14 | $405,694 | $206,272 | $14,734iApproximate average salary by contribution assumption: employee only about $368,343 at 4% or $245,562 at 6%; with 50% employer match about $245,562 at 4% or $163,708 at 6%; with 100% employer match about $184,171 at 4% or $122,781 at 6%. |
| COTERIE ADVISORY GROUP INC. 401 (K) PLAN | - | 14 | $405,694 | $206,272 | $14,734iApproximate average salary by contribution assumption: employee only about $368,343 at 4% or $245,562 at 6%; with 50% employer match about $245,562 at 4% or $163,708 at 6%; with 100% employer match about $184,171 at 4% or $122,781 at 6%. |
| 2022 | 1 | 13 | $165,578 | $160,520 | $12,348iApproximate average salary by contribution assumption: employee only about $308,692 at 4% or $205,795 at 6%; with 50% employer match about $205,795 at 4% or $137,197 at 6%; with 100% employer match about $154,346 at 4% or $102,897 at 6%. |
| COTERIE ADVISORY GROUP INC. 401 (K) PLAN | - | 13 | $165,578 | $160,520 | $12,348iApproximate average salary by contribution assumption: employee only about $308,692 at 4% or $205,795 at 6%; with 50% employer match about $205,795 at 4% or $137,197 at 6%; with 100% employer match about $154,346 at 4% or $102,897 at 6%. |