Coterie Applications Inc.
Plan context: Coterie Applications 401(K) Plan
EIN 83-3234193 • Blue Ash, OH • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
150
2024 Assets
$7,027,364
2024 Contributions
$2,302,531
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 150 | $7,027,364 | $2,302,531 | $15,350iApproximate average salary by contribution assumption: employee only about $383,755 at 4% or $255,837 at 6%; with 50% employer match about $255,837 at 4% or $170,558 at 6%; with 100% employer match about $191,878 at 4% or $127,918 at 6%. |
| Coterie Applications 401(K) Plan | - | 145 | $7,027,364 | $2,302,531 | $15,880iApproximate average salary by contribution assumption: employee only about $396,988 at 4% or $264,659 at 6%; with 50% employer match about $264,659 at 4% or $176,439 at 6%; with 100% employer match about $198,494 at 4% or $132,329 at 6%. |
| Coterie Group Benefits Plan | - | 150 | - | - | - |
| 2023 | 2 | 139 | $5,214,521 | $2,404,599 | $17,299iApproximate average salary by contribution assumption: employee only about $432,482 at 4% or $288,321 at 6%; with 50% employer match about $288,321 at 4% or $192,214 at 6%; with 100% employer match about $216,241 at 4% or $144,161 at 6%. |
| Coterie Applications 401(K) Plan | - | 139 | $5,214,521 | $2,404,599 | $17,299iApproximate average salary by contribution assumption: employee only about $432,482 at 4% or $288,321 at 6%; with 50% employer match about $288,321 at 4% or $192,214 at 6%; with 100% employer match about $216,241 at 4% or $144,161 at 6%. |
| Coterie Group Benefits Plan | - | 138 | - | - | - |
| 2022 | 2 | 176 | $2,531,259 | $2,847,620 | $16,180iApproximate average salary by contribution assumption: employee only about $404,491 at 4% or $269,661 at 6%; with 50% employer match about $269,661 at 4% or $179,774 at 6%; with 100% employer match about $202,246 at 4% or $134,830 at 6%. |
| Coterie Applications 401(K) Plan | - | 176 | $2,531,259 | $2,847,620 | $16,180iApproximate average salary by contribution assumption: employee only about $404,491 at 4% or $269,661 at 6%; with 50% employer match about $269,661 at 4% or $179,774 at 6%; with 100% employer match about $202,246 at 4% or $134,830 at 6%. |
| Coterie Group Benefits Plan | - | 137 | - | - | - |