Civic Intelligence

Coalswarm

Plan context: Coalswarm 403(B) Plan

EIN 82-2723327 • Covina, CA • 7 filings • 3 plans

440 N Barranca Ave # 2878Covina, CA 91723
Current Snapshot

Latest Year

2024

2024 Participants

71

2024 Assets

$2,917,736

2024 Contributions

$1,008,537

Historical Graphs

Total Assets Over Time

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

$2,917,736$1,458,868$0201820212024YearValue
$2,917,736Latest year 2024

Participants Over Time

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

71360201820212024YearValue
71Latest 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
2024171$2,917,736$1,008,537$14,205iApproximate average salary by contribution assumption: employee only about $355,119 at 4% or $236,746 at 6%; with 50% employer match about $236,746 at 4% or $157,831 at 6%; with 100% employer match about $177,559 at 4% or $118,373 at 6%.
Coalswarm 403(B) Plan-71$2,917,736$1,008,537$14,205iApproximate average salary by contribution assumption: employee only about $355,119 at 4% or $236,746 at 6%; with 50% employer match about $236,746 at 4% or $157,831 at 6%; with 100% employer match about $177,559 at 4% or $118,373 at 6%.
2023162$1,613,544$736,870$11,885iApproximate average salary by contribution assumption: employee only about $297,125 at 4% or $198,083 at 6%; with 50% employer match about $198,083 at 4% or $132,056 at 6%; with 100% employer match about $148,563 at 4% or $99,042 at 6%.
Coalswarm 403(B) Plan-62$1,613,544$736,870$11,885iApproximate average salary by contribution assumption: employee only about $297,125 at 4% or $198,083 at 6%; with 50% employer match about $198,083 at 4% or $132,056 at 6%; with 100% employer match about $148,563 at 4% or $99,042 at 6%.
2022138$681,785$340,038$8,948iApproximate average salary by contribution assumption: employee only about $223,709 at 4% or $149,139 at 6%; with 50% employer match about $149,139 at 4% or $99,426 at 6%; with 100% employer match about $111,855 at 4% or $74,570 at 6%.
Coalswarm 403(B) Plan-38$681,785$340,038$8,948iApproximate average salary by contribution assumption: employee only about $223,709 at 4% or $149,139 at 6%; with 50% employer match about $149,139 at 4% or $99,426 at 6%; with 100% employer match about $111,855 at 4% or $74,570 at 6%.
2021124$424,233$202,257$8,427iApproximate average salary by contribution assumption: employee only about $210,684 at 4% or $140,456 at 6%; with 50% employer match about $140,456 at 4% or $93,638 at 6%; with 100% employer match about $105,342 at 4% or $70,228 at 6%.
Coalswarm 403(B) Plan-24$424,233$202,257$8,427iApproximate average salary by contribution assumption: employee only about $210,684 at 4% or $140,456 at 6%; with 50% employer match about $140,456 at 4% or $93,638 at 6%; with 100% employer match about $105,342 at 4% or $70,228 at 6%.
202013$187,444$55,104$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%.
Coalswarm 403(B) Plan-3$187,444$55,104$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%.
201912$105,679$31,122$15,561iApproximate average salary by contribution assumption: employee only about $389,025 at 4% or $259,350 at 6%; with 50% employer match about $259,350 at 4% or $172,900 at 6%; with 100% employer match about $194,513 at 4% or $129,675 at 6%.
Coalswarm 403(B) Plan-2$105,679$31,122$15,561iApproximate average salary by contribution assumption: employee only about $389,025 at 4% or $259,350 at 6%; with 50% employer match about $259,350 at 4% or $172,900 at 6%; with 100% employer match about $194,513 at 4% or $129,675 at 6%.
201812$58,045$63,961$31,981iApproximate average salary by contribution assumption: employee only about $799,513 at 4% or $533,008 at 6%; with 50% employer match about $533,008 at 4% or $355,339 at 6%; with 100% employer match about $399,756 at 4% or $266,504 at 6%.
Coalswarm 403(B) Plan-2$58,045$63,961$31,981iApproximate average salary by contribution assumption: employee only about $799,513 at 4% or $533,008 at 6%; with 50% employer match about $533,008 at 4% or $355,339 at 6%; with 100% employer match about $399,756 at 4% or $266,504 at 6%.