COBBLESTONE INVESTMENTS
Plan context: COBBLESTONE INVESTMENTS 401(K) PLAN
EIN 83-4141591 • Fremont, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$267,648
2025 Contributions
$141,243
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 | 15 | $267,648 | $141,243 | $9,416iApproximate average salary by contribution assumption: employee only about $235,405 at 4% or $156,937 at 6%; with 50% employer match about $156,937 at 4% or $104,624 at 6%; with 100% employer match about $117,703 at 4% or $78,468 at 6%. |
| COBBLESTONE INVESTMENTS 401(K) PLAN | - | 15 | $267,648 | $141,243 | $9,416iApproximate average salary by contribution assumption: employee only about $235,405 at 4% or $156,937 at 6%; with 50% employer match about $156,937 at 4% or $104,624 at 6%; with 100% employer match about $117,703 at 4% or $78,468 at 6%. |
| 2024 | 1 | 11 | $108,053 | $32,847 | $2,986iApproximate average salary by contribution assumption: employee only about $74,652 at 4% or $49,768 at 6%; with 50% employer match about $49,768 at 4% or $33,179 at 6%; with 100% employer match about $37,326 at 4% or $24,884 at 6%. |
| COBBLESTONE INVESTMENTS 401(K) PLAN | - | 11 | $108,053 | $32,847 | $2,986iApproximate average salary by contribution assumption: employee only about $74,652 at 4% or $49,768 at 6%; with 50% employer match about $49,768 at 4% or $33,179 at 6%; with 100% employer match about $37,326 at 4% or $24,884 at 6%. |
| 2023 | 1 | 9 | $65,922 | $28,978 | $3,220iApproximate average salary by contribution assumption: employee only about $80,494 at 4% or $53,663 at 6%; with 50% employer match about $53,663 at 4% or $35,775 at 6%; with 100% employer match about $40,247 at 4% or $26,831 at 6%. |
| COBBLESTONE INVESTMENTS 401(K) PLAN | - | 9 | $65,922 | $28,978 | $3,220iApproximate average salary by contribution assumption: employee only about $80,494 at 4% or $53,663 at 6%; with 50% employer match about $53,663 at 4% or $35,775 at 6%; with 100% employer match about $40,247 at 4% or $26,831 at 6%. |
| 2022 | 1 | 6 | $29,763 | $19,520 | $3,253iApproximate average salary by contribution assumption: employee only about $81,333 at 4% or $54,222 at 6%; with 50% employer match about $54,222 at 4% or $36,148 at 6%; with 100% employer match about $40,667 at 4% or $27,111 at 6%. |
| COBBLESTONE INVESTMENTS 401(K) PLAN | - | 6 | $29,763 | $19,520 | $3,253iApproximate average salary by contribution assumption: employee only about $81,333 at 4% or $54,222 at 6%; with 50% employer match about $54,222 at 4% or $36,148 at 6%; with 100% employer match about $40,667 at 4% or $27,111 at 6%. |
| 2021 | 1 | 3 | $13,020 | $12,589 | $4,196iApproximate average salary by contribution assumption: employee only about $104,908 at 4% or $69,939 at 6%; with 50% employer match about $69,939 at 4% or $46,626 at 6%; with 100% employer match about $52,454 at 4% or $34,969 at 6%. |
| COBBLESTONE INVESTMENTS 401(K) PLAN | - | 3 | $13,020 | $12,589 | $4,196iApproximate average salary by contribution assumption: employee only about $104,908 at 4% or $69,939 at 6%; with 50% employer match about $69,939 at 4% or $46,626 at 6%; with 100% employer match about $52,454 at 4% or $34,969 at 6%. |