Civic Intelligence

Coate Financial Group Inc.

Plan context: Coate Financial Group Inc. 401(K) Plan

EIN 82-0506145 • Eagle, ID • 14 filings • 1 plans

873 E State StreetEagle, ID 83616
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,006,241

2024 Contributions

$82,114

Historical Graphs

Total Assets Over Time

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

$1,006,241$503,121$0201120182024YearValue
$1,006,241Latest year 2024

Participants Over Time

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

320201120182024YearValue
2Latest 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
202412$1,006,241$82,114$41,057iApproximate average salary by contribution assumption: employee only about $1,026,425 at 4% or $684,283 at 6%; with 50% employer match about $684,283 at 4% or $456,189 at 6%; with 100% employer match about $513,213 at 4% or $342,142 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$1,006,241$82,114$41,057iApproximate average salary by contribution assumption: employee only about $1,026,425 at 4% or $684,283 at 6%; with 50% employer match about $684,283 at 4% or $456,189 at 6%; with 100% employer match about $513,213 at 4% or $342,142 at 6%.
202312$818,074$80,860$40,430iApproximate average salary by contribution assumption: employee only about $1,010,750 at 4% or $673,833 at 6%; with 50% employer match about $673,833 at 4% or $449,222 at 6%; with 100% employer match about $505,375 at 4% or $336,917 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$818,074$80,860$40,430iApproximate average salary by contribution assumption: employee only about $1,010,750 at 4% or $673,833 at 6%; with 50% employer match about $673,833 at 4% or $449,222 at 6%; with 100% employer match about $505,375 at 4% or $336,917 at 6%.
202212$628,821$72,928$36,464iApproximate average salary by contribution assumption: employee only about $911,600 at 4% or $607,733 at 6%; with 50% employer match about $607,733 at 4% or $405,156 at 6%; with 100% employer match about $455,800 at 4% or $303,867 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$628,821$72,928$36,464iApproximate average salary by contribution assumption: employee only about $911,600 at 4% or $607,733 at 6%; with 50% employer match about $607,733 at 4% or $405,156 at 6%; with 100% employer match about $455,800 at 4% or $303,867 at 6%.
202112$614,833$63,167$31,584iApproximate average salary by contribution assumption: employee only about $789,588 at 4% or $526,392 at 6%; with 50% employer match about $526,392 at 4% or $350,928 at 6%; with 100% employer match about $394,794 at 4% or $263,196 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$614,833$63,167$31,584iApproximate average salary by contribution assumption: employee only about $789,588 at 4% or $526,392 at 6%; with 50% employer match about $526,392 at 4% or $350,928 at 6%; with 100% employer match about $394,794 at 4% or $263,196 at 6%.
202012$487,145$63,110$31,555iApproximate average salary by contribution assumption: employee only about $788,875 at 4% or $525,917 at 6%; with 50% employer match about $525,917 at 4% or $350,611 at 6%; with 100% employer match about $394,438 at 4% or $262,958 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$487,145$63,110$31,555iApproximate average salary by contribution assumption: employee only about $788,875 at 4% or $525,917 at 6%; with 50% employer match about $525,917 at 4% or $350,611 at 6%; with 100% employer match about $394,438 at 4% or $262,958 at 6%.
201912$390,214$32,457$16,229iApproximate average salary by contribution assumption: employee only about $405,713 at 4% or $270,475 at 6%; with 50% employer match about $270,475 at 4% or $180,317 at 6%; with 100% employer match about $202,856 at 4% or $135,238 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$390,214$32,457$16,229iApproximate average salary by contribution assumption: employee only about $405,713 at 4% or $270,475 at 6%; with 50% employer match about $270,475 at 4% or $180,317 at 6%; with 100% employer match about $202,856 at 4% or $135,238 at 6%.
201812$298,805$28,039$14,020iApproximate average salary by contribution assumption: employee only about $350,488 at 4% or $233,658 at 6%; with 50% employer match about $233,658 at 4% or $155,772 at 6%; with 100% employer match about $175,244 at 4% or $116,829 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$298,805$28,039$14,020iApproximate average salary by contribution assumption: employee only about $350,488 at 4% or $233,658 at 6%; with 50% employer match about $233,658 at 4% or $155,772 at 6%; with 100% employer match about $175,244 at 4% or $116,829 at 6%.
201712$268,888$18,488$9,244iApproximate average salary by contribution assumption: employee only about $231,100 at 4% or $154,067 at 6%; with 50% employer match about $154,067 at 4% or $102,711 at 6%; with 100% employer match about $115,550 at 4% or $77,033 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$268,888$18,488$9,244iApproximate average salary by contribution assumption: employee only about $231,100 at 4% or $154,067 at 6%; with 50% employer match about $154,067 at 4% or $102,711 at 6%; with 100% employer match about $115,550 at 4% or $77,033 at 6%.
201612$205,267$29,373$14,687iApproximate average salary by contribution assumption: employee only about $367,163 at 4% or $244,775 at 6%; with 50% employer match about $244,775 at 4% or $163,183 at 6%; with 100% employer match about $183,581 at 4% or $122,388 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$205,267$29,373$14,687iApproximate average salary by contribution assumption: employee only about $367,163 at 4% or $244,775 at 6%; with 50% employer match about $244,775 at 4% or $163,183 at 6%; with 100% employer match about $183,581 at 4% or $122,388 at 6%.
201512$172,329$31,675$15,838iApproximate average salary by contribution assumption: employee only about $395,938 at 4% or $263,958 at 6%; with 50% employer match about $263,958 at 4% or $175,972 at 6%; with 100% employer match about $197,969 at 4% or $131,979 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$172,329$31,675$15,838iApproximate average salary by contribution assumption: employee only about $395,938 at 4% or $263,958 at 6%; with 50% employer match about $263,958 at 4% or $175,972 at 6%; with 100% employer match about $197,969 at 4% or $131,979 at 6%.
201412$140,048$32,474$16,237iApproximate average salary by contribution assumption: employee only about $405,925 at 4% or $270,617 at 6%; with 50% employer match about $270,617 at 4% or $180,411 at 6%; with 100% employer match about $202,963 at 4% or $135,308 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$140,048$32,474$16,237iApproximate average salary by contribution assumption: employee only about $405,925 at 4% or $270,617 at 6%; with 50% employer match about $270,617 at 4% or $180,411 at 6%; with 100% employer match about $202,963 at 4% or $135,308 at 6%.
201312$101,863$52,080$26,040iApproximate average salary by contribution assumption: employee only about $651,000 at 4% or $434,000 at 6%; with 50% employer match about $434,000 at 4% or $289,333 at 6%; with 100% employer match about $325,500 at 4% or $217,000 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$101,863$52,080$26,040iApproximate average salary by contribution assumption: employee only about $651,000 at 4% or $434,000 at 6%; with 50% employer match about $434,000 at 4% or $289,333 at 6%; with 100% employer match about $325,500 at 4% or $217,000 at 6%.
201212$49,462$30,297$15,149iApproximate average salary by contribution assumption: employee only about $378,713 at 4% or $252,475 at 6%; with 50% employer match about $252,475 at 4% or $168,317 at 6%; with 100% employer match about $189,356 at 4% or $126,238 at 6%.
Coate Financial Group Inc. 401(K) Plan-2$49,462$30,297$15,149iApproximate average salary by contribution assumption: employee only about $378,713 at 4% or $252,475 at 6%; with 50% employer match about $252,475 at 4% or $168,317 at 6%; with 100% employer match about $189,356 at 4% or $126,238 at 6%.
201113$20,911$22,542$7,514iApproximate average salary by contribution assumption: employee only about $187,850 at 4% or $125,233 at 6%; with 50% employer match about $125,233 at 4% or $83,489 at 6%; with 100% employer match about $93,925 at 4% or $62,617 at 6%.
Coate Financial Group Inc. 401(K) Plan-3$20,911$22,542$7,514iApproximate average salary by contribution assumption: employee only about $187,850 at 4% or $125,233 at 6%; with 50% employer match about $125,233 at 4% or $83,489 at 6%; with 100% employer match about $93,925 at 4% or $62,617 at 6%.